The combination of monthly collection and criticism for lack of control of tax exemptions has created a warning staff between the governor’s allies (Republicans) about the finances of the final stretch of the pre-election year.
Deputies of the base complain of the lack of information on public accounts and relate the weak cash to the delay in release resources for parliamentary agreements and amendments. Criticism, however, is not just members of the legislature.
The scenario presses the Secretariat of Finance and Planning, led by economist Samuel Kinoshita, a member of Tarcisio’s personal quota in the government. Governor assistants report lack of dialogue channels with the folder.
The government, in a statement, states that, from January to August, the collection has a real increase of 0.6% compared to the same period of 2024. It also says that it reinforced the control system after the ICMS scandal and that the TCE (State Court of Auditors) recognized advances in the governance of tax exemptions.
Official reports, however, show that in May, June, July and August the total tax revenue (which includes ICMS, IPVA, ITCMD, fees and other revenues) was lower than recorded in the same months of 2024.
In August, the comparative reduction was 4.5%, a stronger drop so far. The collection this month was R $ 21.5 billion, and the accumulated of the year was R $ 190.8 billion. The Paulista GDP, in the last 12 months, has registered up 2.5%.
The picture occurs in parallel to the calculation of MP-SP (Public Prosecutor of São Paulo) about, also on the farm. The scheme involved inspectors who charged bribes to release tax credits to companies. Companies use these credits to deduct their taxes due.
Last Monday (15), three agreements of criminal non-prosecution with Fast Shop leaders, one of the investigated. The term of confession of one of them, director Mario Otávio Gomes, indicated that the scheme worked from 2021 to 2025 and gave new dimensions to the potential public damage.
In its confession, obtained by SheetGomes revealed that the fast shop received $ 1.5 billion in the period through the scheme. However, of this total, just over R $ 1 billion did not come from its own “visible” chain, the result of shares of the company itself.
The central point, according to two researchers heard under reserve, is that the tax credit system is so complex that there is no certainty if this amount had been paid to another stage of the production chain or was created by fraud.
They were informed that the farm should take months to recalculate the taxes paid and the company’s credits – which locks the advance of the investigation and the actual mapping of the damage caused to the state.
The report asked the farm because it is not yet clear the exact size of the damage. The government did not respond. He said in a statement that because they were issued from 2021, the values are prior to Tarcisio management and do not affect current collection.
According to the note sent, the secretary reinforced the electronic reimbursement system and started to supervise 3,404 launches of 2,239 taxpayers. He also informed the opening of nine disciplinary proceedings, 22 preliminary findings and the removal of six servers. The operation, says the text, inaugurates an inspection plan from September 2025 to February 2026, focusing on the audit and monitoring of the patrimonial evolution of servers.
The MP-SP operation against the scheme was launched on August 12. A few weeks earlier, the ECA had already nominated another problem in the São Paulo farm, but related to tax exemptions (taxes that the government chooses not to receive to stimulate some sectors of the economy).
Tarcisio’s 2024 accounts were approved at the end of June, but the control body. A report that based on the analysis of the accounts, obtained by the Sheetdetails the problems that need a solution.
The technicians recorded failures as a lack of precision in the renunciation projections, setback in relation to previous years and granting benefits without specific law. These cases were classified as illegal and in violation of transparency principles. The projections questioned indicated that last year, the renunciations reached R $ 60 billion.
The document also pointed to evidence of “improper enjoyment of benefits” – when companies get exemption irregularly – and highlighted inconsistent records that overestimated values. In addition, he warned of the concentration of incentives in a few companies, including state debtors, which would compromise the isonomy and integrity of fiscal policy.
Regarding the criticism of the ECA, the government reiterated that the agency recognized advances in governance, transparency and revision of the granting of benefits. He also stated that the measures that the folder adopts follow the rite provided for in state law, already declared constitutional by the TJ-SP (Court of Justice of São Paulo) and the Supreme Court (STF).
