Income Tax: refund query comes out on Monday – 07/21/2023 – Market

The Federal Revenue opens, on Monday (24), the consultation of the third batch of Income Tax refunds 2023. The batch must include priority taxpayers and also those who are not in any of the rules that guarantee priority in payment.

The amounts will be released on July 31, and the money will come with the correction of the basic interest rate of the economy, the Selic, currently at 13.75% per year, which has been the reason for a clash between members of the federal government, businessmen and the Central Bank.

The query to find out if you will receive the money is made on the Federal Revenue website, on the My Income Tax app and on the eCAC (Revenue Virtual Service Center). Money is paid into the informed account when delivering the statement or through Pix.

Information about the refund lot is usually released after 9 am. On the website, the taxpayer must inform his full name, CPF and date of birth. With eCAC, you must have a Gov.br Portal password (see here how to get the password and the silver or gold seal that guarantees access to benefits). The e-CAC query is more complete. If there is any pending, this information will be made available to the taxpayer.

HOW TO CONSULT THE IR REFUND

From the IRS website:

• 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

Through the My Income Tax app:

• In the application, access the registration on Gov.br
• In the “IRPF Services” tab, select the “Consult Refund” option
• On the new page, enter CPF, date of birth and year of refund in question
• Then click on “Consult”

It is not necessary to enter the Gov.br account through the Federal Revenue application:

• In the application, select the option “Consult Refund”
• On the new page, enter CPF, date of birth and year of refund in question
• Then click on “Consult”

HOW TO CONSULT THE DECLARATION EXTRACT in the ECAC

You need to access the eCAC (Virtual Service Center) of the Federal Revenue and 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.

Restitution is paid in five batches

The Income Tax refund is paid in five batches, from May to September. Receive first those who are in some priority rule. At the end of the queue are those who delivered last, are not on the list of priority contributors or left the fine mesh of 2023 or previous years.

In 2023, the Income Tax received 41,151,515 declarations and set a new record. Revenue reported that 60.61% have tax to refund, 19.83% have tax to pay and 19.57% will neither receive nor pay.

2023 IR REFUND PAYMENT SCHEDULE

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

The first batch was paid on May 31st to 4.1 million people with a total of R$7.5 billion. The second had the values ​​released on June 30 to 5.1 million, and also added up to R$ 7.5 billion.

In both batches, 5,573,868 people with legal priority were included. They are seniors aged 80 or over, followed by seniors aged 60 or over, people with disabilities and people with serious illnesses, and taxpayers whose main source of income is teaching.

I AM 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: The Revenue found pending issues and the taxpayer can correct them through a rectifier or wait until January 2024 to send the documentation that proves the amounts

• 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.

HOW TO MAKE THE RECTIFICATION?

The rectification of the IR can be done in the Income Tax generator program on the computer, in the My Income Tax application or in the e-CAC. The Federal Revenue’s main tip for those who are going to rectify it is not to forget to use the program for the year of the declaration that needs to be corrected, in this case, the 2023.

If you make the rectification via e-CAC or on your cell phone, do not forget to select the correct year. To make the rectifier, you will need the receipt number of the statement sent. It is necessary to look for the statement in “Transmissadas”, right after opening the program. Afterwards, it will be necessary to inform that it is a rectifying declaration.