The government has announced a new change in the IRS source retention tables, with an applied application already during the summer, which is part of the tax relief package approved by the Council of Ministers and should be reflected in an increase in the net salary of thousands of workers due to others.
This update will allow taxpayers to have a larger part of their monthly income throughout the second half of the year, the result of a more adjusted tax retention due. However, this apparent advantage may have less positive implications when it comes to the height of the annual hit with the Tax Authority.
According to Deco Proteste, this salary change, although beneficial in the short term, requires greater attention from taxpayers to avoid unpleasant surprises in the next IRS income statement.
New retention with immediate effect
The measure applies with retroactive effects to January, but will only be visible on salary from August. According to the government, the goal is to align monthly retention with the tax effectively to pay, eliminating the deviations that used to give rise to high reimbursements.
The Ministry of Finance ensures that this change will result in a lower anticipation of tax by workers, which means that money will no longer be overheated and will be available monthly.
Lower retention can mean lower reimbursement
According to Deco Proteste, this new model may imply a lower reimbursement value by 2026, in relation to the 2025 income. In some cases, taxpayers who were used to receiving a significant value may come across lower reimbursements or, in some situations, with amounts to pay.
The organization warns that the new method of retention, when closer to the real tax, eliminates the “excess discount” that served as a financial pillow for many taxpayers.
Family budget must be adjusted
Given this reality, experts recommend a revaluation of personal financial planning. It writes Deco that “it is important that taxpayers do not have a refund as if it were forced savings, as this may no longer happen.”
Therefore, the adoption of savings strategies throughout the year is advised to avoid depending exclusively on IRS as a treasury reinforcement.
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Accountants warn of misfit expectations
Also Paula Franco, a basis of the Order of Certified Accountants, explained in public statements that the new retention tables aim to greater fiscal justice, but imply a change in taxpayers’ perception.
According to the same responsible, the old system allowed an annual reimbursement that many faced as guaranteed, which should not be repeated with the new framework. The basis stresses that “it is essential to understand that this is not a cut in the IRS, but a change in the way it discounts.”
Who will be most affected by change?
According to the public newspaper, taxpayers covered are mainly workers due to others until the eighth level of IRS. The impact will be more sense by those who had a retention above the effective tax and therefore benefited from a high refund.
Independent workers with more variable income may not feel such immediate changes, as the retention regime works differently in these cases.
Measure is inserted in a package of 500 million
The government has enrolled this table review under a tax relief package of the global € 500 million. The decision aims to stimulate domestic consumption, reinforce available income and adapt the retention system to new salary realities.
The Council of Ministers statement states that this change is in line with the promise of reducing the tax burden on labor income, maintaining the budgetary balance.
It underlines that this type of changes requires greater tax literacy by taxpayers. Knowledge of tables, retention rules and impact on final IRS can avoid surprises and help make more informed decisions.
The warning is simple: whoever ignores these salary changes may not realize the reason for a lower IRS refund, or even a value payable in 2026. A difference that, despite the technical seems, has very concrete practical effects on the family budget.
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