We know how Income Tax can be a complicated thing, as if it were made to give you a headache. Thinking precisely regarding making your life easier, we have gathered here some important information when making your declaration. The Federal Revenue made available the payment dates of the IR refund calendar.
What we will see in this article:
Refund calendar dates
The start of the 2023 Income Tax refunds will be on May 31. Following last year’s pattern, there will be five payment batches. Check the dates:
- 1st batch: May 31
- 2nd batch: June 30th
- 3rd batch: July 31st
- 4th batch: August 31
- 5th batch: September 29
In addition, taxpayers who submit the declaration by May 10th can enter the first batch, according to the Federal Revenue Service.
Elderly people over 80 years of age, aged 60 or over, taxpayers with a physical or mental disability or serious illness, taxpayers whose source of income is teaching, who used the pre-filled declaration and/or opted to receive the restitution for Pix other contributors are the priorities.
If you want to receive the refund via Pix, just inform your key when delivering the statement. But it is worth remembering that the only key that will be used by the Revenue to pay the refund is the one formed with the CPF number, as this increases the taxpayer’s security.
This is one of the main novelties of the 2023 income tax declaration. Did you like it?
What documents do I need to declare IR?
If you are not making the declaration for the first time, have your 2022 declaration receipt number at hand, which refers to the 2021 income. In addition, you need several personal documents at hand:
- CPF;
- Proof of residence;
- Voter card;
- Last income tax return (if any);
- Account number of the bank branch to receive the refund;
- Name, CPF and date of birth of dependents, food and spouse (if any);
It is worth remembering that the Federal Revenue requires the CPF of dependents and that of any age. And in case the dependents do not have a CPF, the document must be requested at Post Office, Caixa or Banco do Brasil branches.
Don’t forget income proofs
It is necessary that all companies in which the taxpayer worked last year send the Income Reports until the end of February. The documents must have the value of wages and taxes withheld at source, including the contribution to the INSS and company data such as CNPJ.
In addition, those who are retired by the INSS must access the Social Security website to extract the report. Just like anyone who closed an account in 2022, they should get in touch to obtain the income report for the period when they were a customer of the financial institution.
See all the documents you need to declare your IR 2023 here.
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