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How to file your 2024 Income Tax declaration

See how to declare your income tax.

Announcement



The Income Tax declaration process may seem intimidating at first glance, but with the right knowledge and preparation, it can be carried out efficiently and without complications. In this guide, we will detail each step of the process, from collecting documents to sending the declaration.

How the income tax declaration works

Income Tax is a tax obligation for most Brazilian citizens, and understanding how to do it correctly is essential to avoid problems with the Tax Authorities. In this section, we will provide an overview of the declaration process and its importance.

Announcement

The 2024 Income Tax declaration period starts in March and runs until April. During this period, taxpayers must gather the necessary documents and complete the declaration form to send to the IRS.

Step 1: Document Collection

Before starting your Income Tax declaration, it is crucial to gather all the necessary documents and information. That includes:

  • Proof of income, such as pay stubs and income reports provided by employers.
  • Receipts for deductible expenses, such as medical, education and pension expenses.
  • Reports from financial institutions, which detail income from financial investments, such as savings, CDBs and shares.
  • Proof of purchase and sale of assets, such as real estate and vehicles.


By gathering these documents, taxpayers ensure that they will have all the information necessary to correctly complete their Income Tax declaration.

Step 2: Filling out the Form

  • With the documents in hand, the next step is to fill out the declaration form. There are several options for doing this, including:
  • Use the program provided by the IRS, which guides taxpayers through the process step by step.
  • Use income tax declaration applications, available for mobile devices, which offer a simplified and intuitive interface.
  • Use accounting professionals or specialized offices, which can help ensure the accuracy of the declaration.

When filling out the form, taxpayers must be careful to correctly enter all requested information and check that they have not left any fields blank.

Step 3: Deductions and Eligible Expenses

A key part of filing your income tax return is making the most of eligible deductions and expenses. Some of the main deductions include:

  • Medical expenses, such as consultations, exams and hospitalizations.
  • Education expenses, such as school fees and technical or university courses.
  • Contributions to private pensions, health plans and life insurance.
  • Expenses for dependents, such as food, housing and education.

It is important to keep all proof of these expenses to be able to prove them if the IRS requests it.

Step 4: Submitting the Declaration and Monitoring

After filling out the form correctly, it is time to send the declaration. Taxpayers can do this online, using the program made available by the IRS, or in person, at Correios or Banco do Brasil branches.

After submission, taxpayers can monitor the processing of the declaration on the Federal Revenue website, using the delivery receipt number. It is important to be aware of possible issues or inconsistencies highlighted by the Tax Authorities and correct them as soon as possible.

Declare your Income Tax in just a few steps

In our conclusion, we will recap the main points covered in this guide and highlight the importance of correctly complying with tax obligations. Remember, doing Income Tax may not be the most exciting task, but it is essential to maintain financial health and avoid future problems with the Tax Authorities.



Step by step to declare your 2024 income tax via cell phone

See how to declare your income tax in simple steps.



In recent years, technology has transformed many aspects of our lives, and the way we handle our tax obligations is no exception. With the advancement of smartphones and the development of mobile applications, tasks that used to require hours of work and paperwork can now be accomplished with just a few taps on your cell phone screen.

Filing income tax is one of those tasks that has undergone significant modernization with the help of mobile technology. In the past, taxpayers needed to set aside considerable time to gather documents, fill out forms and even visit physical branches to submit the declaration. However, with the advent of dedicated applications developed by the IRS, this entire process can be done quickly, conveniently and safely, directly via cell phone.

See the step-by-step guide to filing your income tax return

Declaring Income Tax used to be a task that required time and patience, but with technological advances, it is now possible to do this quickly and conveniently directly from your cell phone. In this guide, we will detail the process step by step so that you can file your declaration efficiently, wherever you are.

With the increasingly widespread use of mobile devices, the Federal Revenue Service has developed dedicated applications that allow taxpayers to file their Income Tax declaration simply and securely via cell phone. This means you no longer have to worry about setting aside time to sit in front of your computer to make your statement.

Step 1: Download the App

To begin the Income Tax declaration process via cell phone, the first step is to download the official Federal Revenue app. This app is available for free for Android and iOS devices and can be found in the respective app stores, such as the Google Play Store and the Apple App Store.

  • When accessing the application store on your smartphone, you can search for the application using terms such as “Individual Income Tax”, “Federal Revenue”, or simply “Income Tax”. Make sure to select the official Federal Revenue of Brazil application to ensure security and reliability during the declaration process.
  • After finding the correct app, click the download button and wait for the app to install on your device. Download size may vary depending on operating system and app version, but is generally relatively small and quick to download.


Step 2: Register or Login

After downloading and installing the official Federal Revenue app on your smartphone, the next step is to register or log in, if you already have a registered account.

  • If you already have a registration on the Federal Revenue Service's e-CAC Portal, you can use the same credentials to access the application. To do this, simply select the option “I am already registered” and enter your CPF and password previously registered.
  • If you do not yet have a registered account, you can choose the “Register” option. The registration process generally involves entering personal information, such as CPF, full name, date of birth, among other relevant data. Additionally, you will need to create a strong password to ensure your access is secure.
  • After completing registration or logging in with your existing credentials, you will be directed to the application's home screen, where you can begin filling out your Income Tax return. Pay attention to the instructions and guidance provided by the app to ensure a smooth and hassle-free experience when filing your taxes via mobile.

Step 3: Fill in the Data

After logging into the Federal Revenue app, you will be ready to start filling out the details for your Income Tax return.

  • The application will guide you through all the sections necessary to complete your declaration, starting with your personal data, including name, CPF, address and other identifying information.
  • You will then be asked to enter information about your income, such as salaries, pensions, rent, investments, among others. It is important to have all documents that prove your income on hand, such as income reports provided by employers, bank statements and rental receipts.
  • In addition to income, you will also need to inform any deductible expenses, such as medical expenses, education, private pension, alimony, among others. Again, it is essential to have proof of these expenses on hand to ensure the accuracy of the information declared.
  • While filling out the data, the application can offer useful guidance and tips to facilitate the process. Pay attention to the instructions provided and make sure you fill out all requested information accurately and completely.
  • Once all the data has been entered, you can review the declaration to ensure there are no errors or omissions. The application may offer the option to validate the data before proceeding to the next step, which can help identify any inconsistencies.

Step 4: Attach Documents

The IRS app allows you to attach documents directly from your mobile device. You can take photos of documents with your cell phone camera or upload existing files. Make sure documents are legible and all relevant information is visible before attaching them to your declaration.

When you select the option to attach documents, the application will guide you through the process, allowing you to select the type of document to attach and provide a brief description if necessary. Some examples of documents that can be attached include:

  • Receipts for medical expenses, containing detailed information about consultations, exams, hospitalizations, medications, among others.
  • Proof of payment of school fees, technical or university courses, including name of the educational institution, amount paid and period.
  • Income reports provided by financial institutions, which detail income from financial investments such as savings, CDBs, shares, among others.
  • Proof of payment for private pensions, health plans, life insurance, alimony, among others.

Step 5: Send the Declaration

After filling out all the details and attaching the necessary documents, carefully review your statement to ensure there are no errors or omissions. Once satisfied with the information provided, click the submit button to submit your return to the IRS. You will receive a delivery receipt as proof.

Declare your Income Tax in just a few steps

Filing Income Tax on your cell phone is a convenient and efficient way to fulfill your tax obligations without the need for a computer. With the official Federal Revenue app, you can make your declaration quickly and securely, ensuring that everything is in order with your finances.


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