Check the list of documents you need to separate for declare IR 2023 and get ahead of the IRS deadline.
It's the law that whenever the Federal Revenue Service publishes the Income Tax declaration calendar, the rush begins.
In this way, taxpayers begin to separate the necessary documents (and there are several) to deliver and not miss the deadline.
Speaking of which, this year the deadline to file taxes ends on February 28th.
According to IRS rules, companies and employers must submit the Income Report by this date, online or via post.
Therefore, if you do not receive your report, you should contact the HR department of the company you work for directly and request the document.
And to understand more about Income Tax and who needs to declare it, click here.
Mandatory documents to declare IR 2023
To declare the Income Tax, you need to have some essential documents on hand, such as personal identification documents and those of dependents, if any.
They are:
- Identity documents: ID, CPF, date of birth and voter registration card;
- Updated full address;
- Bank details, whether for debit or tax refund;
- Proof of professional activity;
- Dependent data: name, date of birth or degree of kinship.
In addition, you need to separate your receipts. Therefore, separate the following documents:
- Employer's income report: salary or pro-labore;
- Profit income report;
- Proof of rent;
- Proof of income and documents of other income (inheritance, donations, pension, among others;
- Income report from bank statements
- Retirement or pension income report
Finally, there is another option for those who want to deduct expenses related to health and education.
Therefore, you need to inform the IRS of all payments you made during the base year for these two categories.
Therefore, it is necessary to keep all receipts and present them at the time of declaration as well.
In this case, it is important to have the following receipts on hand:
- Payments for medical, dental and physiotherapy services;
- Financial notes on expenses with hospitals, laboratories and clinics in general
- Income statement or health plan payment
- Proof of education expenses: schools, colleges, independent or preparatory courses;
- Proof of payment of alimony and
- Proof of payment of Social Security and/or private pension
Quite a lot to separate and present to make the declaration, right?
But don't worry, just get organized, follow the list above and everything will be fine. Just keep an eye on the date so you don't miss the deadline.
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