Documents required to make the IR declaration

vvseoclaubbd360

Many people are able to follow all the steps and make the declaration without the help of an accounting professional, but to do this you need to have all the necessary information to avoid making mistakes. Therefore, you need to gather all this information before the deadline ends, so that you can make your declaration calmly. It is worth remembering that the deadline for declaring income tax in 2023 is from March 15th to May 31st. What documents are needed to file an IR 2023 declaration? The image shows a person using a notebook in reference to researching the documents required for income tax. What documents are needed to file an IR 2023 declaration? 1. General details of the taxpayer and dependents: Name, CPF, degree of kinship and date of birth (Taxpayer and dependents); Updated addresses; Copy of the last complete IRPF declaration.

Bank account details for refunds or debits of calculated tax shares, if necessary; Current professional activity. Read also: Income Tax 2023: See what has changed and how to declare! 2. Information about the taxpayer's assets, properties and accounts, such as: For accounts and financial applications: CNPJ of the cell phone number list financial institution, agency and account; In the case of properties: date of acquisition, area of ​​the property, registration with the Property Registry, municipal registration (IPTU) and registration with the public body; In the case of vehicles, vessels or aircraft: RENAVAM number and/or registration with the corresponding inspection body. 3. Income information (Taxpayer and dependents): Income reports provided by financial institutions, such as traditional and digital banks, stock and investment brokers; Reports of salary income, payslips, retirement receipts, profit distribution, pensions, pro-labore; Information described on income from rental of assets, whether movable or immovable; Information on other income received in 2022, such as inheritances, alimony, donations and others.




Data from the Carnê-Leão for import in the IR Declaration; Income reports from tax programs, e.g.: Nota Fiscal Paulistana. 4. Documents of assets and rights: Proof of purchase and sale of goods and rights in the previous year; Copy of the property registration and/or purchase and sale deed and IPTU bill from the previous year; Documents proving shareholding position in one or more companies; In case of capital gain from the sale of goods and rights, it is also necessary to send data from the Capital Gains Statement (GCAP). 5. Payments and Deductions: Receipts for donations made (with the necessary data for verification); Receipts for education expenses (with CNPJ from the issuing company and indication of the student); Receipts or income report from a health plan or insurance (with CNPJ from the issuing company and indication from the patient); Proof of medical and/or dental expenses (with CNPJ of the issuing company or CPF of the professional and indication of the patient.