The Secretary of State for Tax Affairs, Claudia Reis Duarte, reported that the IRS reimbursement deadline is expected to decrease this year from 13 days of 2024. The deadline for complaining deductions ends this Monday.
In 2024, the Average Refund Deadline Of the approximately six million statements settled by the Tax and Customs Authority (AT) until August 1, it was 24.2 days, with this average period of 12.9 days in the case of automatic IRS.
This anus, waiting should be smaller – He said Lusa Claudia Reis Duarte.
The Secretary of State for Tax Affairs recalled, however, that the average reimbursement period depends on declaration for declaration, being related to the specific case of each taxpayer, the complexity of its fiscal situation or even the number of attachments of the annual tax declaration.
However, he said, the expansion of situations covered by automatic IRS and increasingly use of taxpayers of this automatism, allows deadlines to be shortened.
Deadline to claim deductions to end
The deadline for changing some expenses in the IRS statement that may be incorrect ends this Monday. On Tuesday (April 1), begins the delivery phase of the statements, which runs until June 30.
This year (for income earned in 2024) taxpayers will first be able to benefit from a deduction from wage charges with home service workers, and this situation is contemplated in automatic IRS.
Among the situations not covered by this automatism are taxpayers with the IRS regime you are or those who have income of rent, for example.
According to data published by the Directorate-General for Budget (DGO), the IRS reimbursement amount paid in 2024 ascended to 3,462.8 million euros, exceeding 246.8 million euros the tax returned the previous year.
By 2024 IRS rates were reduced at two times – first in the state budget and then in the mid -year, following a new law approved by Parliament – with these reductions being reflected in the retention tables at the source.
In order to compensate for workers and pensioners for the discounted tax between January and August – by reference to the second reduction in tax rates – retention was adjusted in September and October, making many taxpayers have paid anything IRS in these two months and that the rest paid a much lower amount than usual.
This situation will now be reflected in the annual tax and may translate into a lower reimbursement amount than usual for many taxpayers or even any tax payable for others.
Beware of IBAN
Claudia Reis Duarte warned of the need for taxpayers to indicate or confirm IBAN in the IRS statement, noting that “many statements whose processing turns out to be delayed by errors or lapses In confirmation of IBAN [número de identificação bancária]”.
In addition to the importance in the correct identification of IBAN, the ruler also appeals to taxpayers who use the three months they have to submit the annual income statement, avoiding leaving the fulfillment of this declarative obligation for the last days.
“Do not leave for the last days so that there are no constraints in delivery,” is the Council given by the Secretary of State for Tax Affairs.
