Income Tax refund: consultation of the 2nd batch on 23 – 06/12/2023 – Market

The Federal Revenue confirmed that the second batch of Income Tax 2023 refunds will be released on June 23, starting at 10 am.

Payment will be made on June 30, and the agency did not detail whether the batch will only have taxpayers who are on the priority list.

In the first batch, paid on May 31, 4.13 billion taxpayers received a total of R$ 7.5 billion, the highest amount ever paid by the Revenue in history. The lot had only priority contributors.

Income Tax will still have three more batches of refunds in the year between July and September, with payment being made on the last working day of each month.

In all of them, the definition criteria are the same: order of priority and delivery date. The taxpayer who sent the rectifying statement will consider the date of this provision of data, and not the original statement.

IR 2023 refund payment schedule

Batch	Pay day
1st	May 31 (already paid)
2nd	June 30
3rd	July 31st
4th	August, 31
5th	September 29th

What is the order of priority?

1. Seniors aged 80 and over

2. Seniors aged 60 and over; people with disabilities and people with serious illness

3. Taxpayers whose main source of income is teaching

4. Taxpayers who chose to make the pre-filled statement or who choose the Pix refund

5. Other taxpayers

The list of priority taxpayers increased this year with the inclusion of those who used the pre-filled declaration (about 8.8 million, 23% of the total documents forwarded) and also those who opted for refunds via Pix.

How to make the query

• Enter the Revenue website (www.gov.br/receitafederal) and click on “My Income Tax”

• Go to “Consult the Refund”

• Enter your CPF, date of birth and fiscal year, which in this case is 2023. Finally, mark the captcha indicating that you are human and click on consult

How to consult the statement extract?

To consult the extract of your statement, you must access the e-CAC (Virtual Service Center) of the Federal Revenue Service. You must have a silver or gold account on the gov.br website to access it. Click here to find out how to reach this level.

The user enters the gov.br CPF and password. Once logged in, go to the “My Income Tax (DIRF Extract)” option. In the IRPF Declarations box, there will be a message in IRPF 2023 with the words: “In the refund queue”. Therefore, the taxpayer is on the waiting list to receive it from the Tax Authorities.

I’m not in the refund queue. What do I do?

The Revenue explains that there are other message options that are generated in the e-CAC. Are they:

• Not delivered: Declaration not yet delivered

• Processing: It is the first stage of declaration. Indicates that it has been received but is still being processed

• Processed: Declaration was processed by the Revenue, but it can still be audited in up to five years. If there is tax to be paid or refunded, information is available by clicking on “Processed”.

• With pending: Declaration has pendencies

• Under review: Declaration was received, but is under evaluation by the Revenue, awaiting presentation of documents that prove the data sent

• Rectified: Previous statement was replaced by the rectifier

• Cancelled: Declaration was canceled by the taxpayer or the tax administration

• Hand treatment: Declaration is being analyzed

Processing is usually done within 24 hours after delivery of the statement, according to the Revenue. However, the deadline may increase in situations with many accesses, as happened on the last day of sending the declaration, which was on May 31.

If the taxpayer fell into the fine mesh, it is necessary to click on “Mesh Pending” and there will be a description of what must be corrected. The taxpayer will have to make the changes and send an amending statement, but it will no longer be possible to change the chosen form of taxation: legal or simplified deductions. The deadline for this choice ended on May 31 at 23:59.

Value is corrected by Selic

If you were not one of the recipients, know that the amount of the refund in the next batches will be corrected by Selic, the basic interest rate. As it is at 13.75% per year, consultants claim that this correction generates a better return than many investments.

“If you have the possibility to leave the money, you will receive updated by the Selic and without Income Tax discount. Very few investments will pay for that and you will still be sure that you will receive it”, says economist Sandro Rodrigues, from Attend Contabilidade.