Income Tax refund: what is known about the 2nd batch – 05/31/2023 – Market

With the deadline for submitting the 2023 Income Tax return, the anxiety now is to know when the refund money will come in. This is the case of almost 20 million taxpayers, who did not enter the first batch of payments made by the Federal Revenue this Wednesday.

The next batch will be paid on June 30th and the consultation must be released by the 23rd of the month. The Revenue estimates that between the 10th and 12th of June the number of beneficiary taxpayers and the total to be paid will be closed.

The first batch had 4,129,925 taxpayers, who received R$ 7.5 billion, the highest figure ever given by the Revenue in history.

There will be four more lots between June and September, with payment being made on the last working day of each month. In all of them, the criteria for defining who enters the relationship will be the same: priority list and delivery date. The taxpayer who sent the rectifying statement will consider the date of this provision of data, and not the original statement.

2023 IR REFUND PAYMENT SCHEDULE

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

See below for the order of priorities

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

Revenue does not officially confirm, but the second batch should also be restricted to those on the priority list. The ratio increased this year with the inclusion of those who used the pre-filled statement (about 8.8 million, 23% of the total documents forwarded) and also those who opted for refunds via Pix.

How do I know if I’m on the refund list?

To find out if you are on the refund list, you need to access the Federal Revenue’s e-CAC (Virtual Service Center). 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 of many accesses, as happens on the last day of sending the statement.

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 Wednesday (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.