Taxpayers can now consult the amounts of IR deductions on the Finance Portal, in a phase that precedes the submission of the annual declaration and which can have a direct impact on the amount receivable or payable. The verification must be carried out by the end of March, otherwise any errors will go unnoticed and influence the final tax calculation.
Confirming now avoids corrections later
The information provided by the Tax and Customs Authority brings together the expenses communicated over the last fiscal year and which are included in the calculation of tax deductions. According to the website, this prior consultation allows you to identify inconsistencies before the official start of the Income Tax campaign.
In practice, general and family expenses, education costs, rent and, in some cases, mortgages are at stake. This data serves as the basis for automatic tax calculation for those who opt for automatic IR, but also influences other declarations.
The absence of validation in the Electronic Invoice within the deadline does not prevent verification at this stage. Still, what appears now only reflects the data that reached the IRS, which makes this step particularly relevant for detecting omissions or incorrect values.
Deadline ends before IRS delivery
The calendar leaves no room for distractions. The consultation and possible complaint must be made by March 31st, before the delivery of declarations, scheduled for April 1st. Anyone who does not confirm the values within this period risks only detecting problems later, when the correction may already be more limited.
If errors are identified in general expenses or those associated with the invoice requirement, it is possible to register a complaint directly on the Finance Portal. This mechanism allows you to correct part of the data before tax is charged.
However, not all categories are covered by this process.
Not all errors can be corrected yet
Expenses related to health, education, homes, real estate or domestic work follow a different rule. In these cases, any corrections can only be made when submitting the IRS declaration.
This involves manually completing Annex H, where the taxpayer must indicate all household values in each category. Choosing this route requires extra attention, as only the amounts declared manually will be considered in the final calculation.
Furthermore, the IRS recommends that taxpayers keep the notes for a period of four years, for possible verification purposes.
Essentially, this is an intermediate but decisive step. According to the same source, ignoring this phase could result in differences in the refund or the amount to be paid, reinforcing the importance of a timely review of the data before the official delivery of the declaration.
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