Check out tips on how to receive the IR 2023 refund before – News

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The deadline for submitting the declaration of Income Tax 2023 starts next Wednesday (15). The taxpayer who wants to receive the refund right away in the first batches needs to pay attention to some details to have a chance of receiving the money up front.

The refund payment is divided into five lots. The first batch will be paid on May 31st. This batch is mainly intended for taxpayers who have priority by law, which are the following:

– People over 80 years of age;

– People over 60 years of age;

– People who have a disability or serious illness;

– And those whose main source of income is teaching.

This year, the Revenue added two more novelties to this list.

Now, anyone who opts for the pre-filled statement or indicates receipt of the refund via Pix (as long as the key is the taxpayer’s CPF) will also be considered a priority.

If there is a tie in the criteria described above, the tiebreaker will be done in order of delivery, that is, who declared first comes out in front.

In order to have a chance to enter the first lot, it is necessary to deliver the declaration until May 10, informed the national supervisor of the Income Tax, José Carlos Fonseca.

How to receive the refund first?

Accounting professor at Fecap (Fundação Escola de Comércio Álvares Penteado) Thiago Slavov gives tips on how to receive the refund amount beforehand:

• Pre-filled statement:

Opt for the pre-populated statement. For this, the taxpayer must have already created a gov.br account with a silver or gold security level;

• Pix

Enter a Pix key as a way to receive the refund. The only key accepted by the Revenue to pay the refund is the CPF number;

• Get out front

Deliver the statement as soon as possible (remembering that to have a chance to receive the first batch, you must deliver the statement before May 10th);

• Review carefully

If the declaration has errors or inconsistencies, it may fall into the fine mesh, causing it to be retained, which makes refunds impossible. To avoid mistakes, the ideal, according to Slavov, is to hire an accounting professional.

It is also possible to seek free help through the Fiscal-Accounting Support Nucleus, a project developed by the Revenue in partnership with Brazilian universities that help taxpayers, free of charge, to correctly declare their Income Tax. To find the nearest nucleus, Click here.

Thin mesh

Slavov recalls that the taxpayer who does not receive the refund on the last lot fell into the fine mesh. Therefore, it is important to monitor the processing of the declaration through the Revenue portal e-CACto check if there is an error or pending.

Understand what the IR refund is

The IR refund is a mechanism created so that the taxpayer does not pay more than what he owes to the Federal Revenue, explains the professor.

That’s because those who are employed have the tax deducted directly from their salary, or “at source”, as they say. However, in the statement, these people deduct other expenses, such as health, education, etc.

If the final amount of everything the taxpayer has paid is greater than what he really owed, the Revenue returns the money, which is called a refund.

*Intern of R7under the supervision of Ana Lúcia Vinhas.

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