Income Tax 2024: How to Get an Income Report | Income tax

The Federal Revenue Authority has given a deadline of February 29 for companies and employers to submit their employees' income report, along with a declaration of income tax withheld at source (DIRF).

from If you don't receive it, you must charge the establishments. Businesses have a legal obligation to provide income information.

Taxpayers need to collect information about All sources of income or financial transactionslike Employers, banks and investment brokers, among others.

➡️ Can I declare without an income report? Taxpayers who have not received an income report can declare their income tax. But this is not The most recommended method.

To ensure the validity of the values ​​declared by the individual, It must be the same as what the employer fired. Unlike that, There is a significant risk that taxpayers will fall through the cracks.

➡️ If they don't send, what is the alternative? If it is not possible to request the income report again, one alternative is to extract these values ​​from the pre-filled return. See how it works here.

See below the documents required for declaration:

• Income reports from financial institutions, including stock brokers.
• Reports on salary income, employment, dividends, retirement, pensions, etc.;
• Reports on rental income from movable and immovable assets received from legal entities and others;
• Information and documents on other income received in 2021, such as donations, inheritance, etc.;
• Carnê-Leão cash book and DARFs;
• Reports of income from participation in tax programs (Nota Fiscal Paulista, Nota Fiscal Paulistana, etc.).

• Documents proving purchases and sales of goods and rights made in 2021;
• A copy of the property registration and/or purchase and sale deed;
• IPTU invoice;
• Documents proving the ownership position of each company, if any.

• Information and documentation on debts and liens contracted and/or paid in 2021.

• Controlling the purchase and sale of shares, including calculating the monthly tax (indispensable for calculating income tax on variable income);
• Variable income DARFs;
• Reports income earned in variable income.

Payments and deductions made

• Health plan payment receipts (with the issuing company's CNPJ);
• Medical and dental expenses in general (with the CNPJ of the issuing company);
• Proof of education expenses (with CNPJ from the issuing company, with student reference);
• Proof of social and private security payment (with the CNPJ of the issuing company);
• Receipts for donations made;
• Household employee receipts (one only), containing NIT number;
• Payment receipts provided to service providers.