Income Tax Declaration 2022 is almost there; see how to prepare

Just under a month to go before the deadline for sending the 2022 income tax return, but anyone who wants to report to Leão can now start separating the documents.

The main benefit of this advance is to try to receive the refund sooner. In addition, taxpayers get rid of any possible suffocation of leaving the obligation to the last minute.

The rules for this year have not yet been released by the IRS. Last year, for example, delivery was mandatory for those who received, in the previous year, above R$ 28,559.70 in taxable income.

Anyone who had received exempt income above R$40,000, who had obtained a capital gain on the sale of goods or carried out operations of any kind on the stock exchange, and who had assets above R$300,000 should also submit the statement.

In the declaration, the taxpayer must inform all his earnings, from wages to odd jobs that he has made during the year. He must also declare rents, pensions and assets such as real estate and cars.

What can you start to separate?

For lawyer and accountant Daniel Calderon, the taxpayer can start gathering documents of facts that happened in 2021. “For example, the purchase and sale of shares. If you paid tax on any share gains, you can now separate. If you paid real estate sales tax too”, he says.

In the case of real estate, it is worth having information on the date of acquisition, the area, the municipal registration that appears in the IPTU (Imposto sobre Produção Territorial Urbana) and the registration records in a public agency and in the real estate registry.

Anyone who has a bank account and investments to declare must inform the branch, the account number and the CNPJ of the financial institution. In the case of a savings account, even if the application is exempt from IR, it must be informed, so also separate this data.

Owners of vehicles, including aircraft and vessels, need to provide their Renavan number and/or registration with the supervisory body.

According to the IOB consultancy, the taxpayer can also gather proof or receipts of expenses with health, such as health insurance, and education, such as schools and colleges, for those who are going to make the complete statement. This includes dependent vouchers as well.

What is still to wait

At the time of the declaration, it will be necessary to have the income reports from the paying sources, including financial investments.

These documents that involve income, however, will still be released by the companies. The INSS should also release the report this month for those who receive a retirement or pension from the institute. In such cases, therefore, it is still necessary to wait.

At the time of the declaration, the consultancy remembers that it will also be necessary to inform personal data, address, profession, updated bank account data for refund or tax debits and full name, CPF and date of birth of the dependents. The IOB recommends that you also have the last declaration delivered.

Source: CNN Brasil

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