As most of the information offered in the pre-filled IR declaration only reaches the Federal Revenue Service at the end of February, the Tax Authorities need a period of time to consolidate the data. Because of this, the pre-filled form – which only needs to have the data confirmed before sending it to the Tax Authorities – will only be released in mid-March.
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Anyone who uses the pre-filled declaration will receive their refund – that money you overpaid in taxes last year – back, before anyone else.
Check out the main news below:
1) Pix Key for refunds
Who declares the CPF type Pix key in the field designated for the bank account in the “refund” tab – in addition to those who use the pre-filled declaration – will have priority in payment.
These taxpayers will receive in the first batches, taking into account legal priorities (elderly people over 80 years old, elderly people over 60 years old, people with disabilities or serious illnesses and taxpayers whose main source of income is teaching).
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According to the IRS, payment will occur faster via Pix because many taxpayers incorrectly inform the current account number intended for the refund. This year, it will still not be possible to provide random Pix keys, email addresses e-mail or telephone numbers on the Income Tax return.
Pre-filled declaration
Provided to individuals with silver or gold accounts on the Gov.br Portal since last year, the pre-filled declaration will be more complete this year. The Federal Revenue expanded the form database, available from this Wednesday on Virtual Revenue Service Center (e-CAC).
As of this year, the pre-filled statement has the following information:
• Properties acquired and registered with a notary, based on the Declaration of Real Estate Operations (DOI)
• Donations made in the calendar year declared by institutions in the Tax Benefits Declaration (DBF)
• Inclusion of cryptoassets declared by exchanges (digital asset brokers)
• Balances from R$140 in bank and investment accounts on 31/12/2022, provided that the CNPJ, bank, account, branch and balance data on 31/12/2021 have been correctly informed by the taxpayer
• Inclusion of bank accounts and investment funds not reported in the 2022 declaration or opened after sending last year's declaration
• Refund income received in the calendar year
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In addition to these data, the pre-filled declaration has information relating to paying sources, income, deductions, assets and rights and debts and real encumbrances obtained through declarations passed on by companies, health plans, financial institutions and real estate companies to the IRS.
Therefore, just confirm the data or change, include or exclude necessary information. Identification information, address, receipt number and dependents are also provided.
Access to the declaration pre-filled by third parties
Another new feature is the authorization for another person to access the document without an electronic power of attorney, which makes it easier when a single family member fills out the documents for the others.
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Just go to the Federal Revenue website, in the section My Income Tax, and in the app of the same name for cell phones or tablets. Only individuals can opt for this form, with a CPF authorized by up to five other taxpayers.
Investments on the stock market
The IRS has relaxed the rules for those who invest in the stock market, the futures market or similar investments.
Only those who sold shares whose sum exceeded, in total, R$40 thousand or who obtained a profit of any amount from the sale of shares in 2022, subject to IR collection, regardless of the sale value.
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Previously, any taxpayer who had bought or sold shares in the previous year in any amount was required to declare.
(Source: Agência Brasil)
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