Income tax refund: see everything known about the 3rd batch – 07/03/2023 – Market

The third batch of Income Tax 2023 refunds will be the first to have taxpayers who are not on the priority list. Confirmation was given by the Federal Revenue to the Sheet this Monday (3).

The first two batches were only released to people who were part of the priority groups. The third batch will follow this order:

• Taxpayers with legal priority that submitted the declaration after June 10th or that were in the fine mesh and resolved the outstanding issues

• who used the pre-filled statement or requested refund per pixtwo situations that also give priority

• Contributors without priority. The sooner the statement was sent, the greater the chance of entering this lot, as long as there are no pending issues

The Federal Revenue must close the lot between the 10th and 12th of July. “The information and consultation on the third batch of refunds for 2023 will be released from the 24th”, said tax auditor José Carlos Fonseca, from the Federal Revenue Service. Payment will take place on July 31.

The first batch was paid on May 31st to 4.1 million people with a total of R$7.5 billion. The second remittance had the credit deposited last Friday (30) for 5.1 million, and also added up to R$ 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.

According to Fonseca, all taxpayers with legal priority who submitted the declaration by June 10 and were not pending in the fine mesh were included in the first two batches.

The two relationships also had 3,694,533 taxpayers who used the pre-filled statement or asked for a Pix refund.

Now, the third batch will have the taxpayer that was not among the priorities. More than 15.6 million must still receive tax refunds and there will also be two more lots by the end of the year, to be paid on the last business day of August and September.

IR 2023 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

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.

How to make the query

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 statement extract?

You need to access the e-CAC (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.

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: 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 values

• 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 the 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.