IR statement: when to seek help from an accountant?

Almost 12 million Brazilians have not yet declared their 2022 Income Tax, which expires at 11:59 pm on May 31. For those who don’t have time to make their own statement or have doubts about filling in the information, the professional advice of an accountant, economist or accounting lawyer is an option.

The executive director of the consultancy Confirp, Richard Domingos, says that the two-week period is enough to get help, that is, there is still time. He explains that the most difficult part of the IR declaration is not interpreting the law or filling it out, but gathering the necessary information. “If the taxpayer has the documentation in hand, making the declaration is very simple.”

While professional help can be of use to anyone, Richard points out situations where a contributor may want to seek specific support, such as contributors who:

• They operated with variable income, in stocks on the stock exchange, cryptocurrencies, etc.

• invested abroad

• Sold properties in 2021

• Received values ​​through inventory or estate

• Brazilians who are permanently moving out of the country

If the statement made by the professional contains any error, false or fraudulent information, the professional’s liability only takes place if there is evidence of intent to defraud or malpractice.

Overall, the responsibility lies with the taxpayer, who must submit all the correct essential documents to the professional.

The consultant’s main tip is to have discernment to know if one’s own knowledge is enough to make the declaration correctly and without professional help. For him, the popular maxim that prevention is better than cure applies to the situation.

“If you don’t have the domain of a certain matter, it is cheaper to hire a professional to do the correct service at once than to hire tax lawyers and criminalists later to defend you in a criminal case”, he says.

SEE THE MAIN MISTAKES AND AVOID FINE MESH

OMISSION OF INCOME OF THE HOLDER

• According to the Federal Revenue, the omission of income occurs when the taxpayer does not report all the income received or puts in the declaration an amount lower than what, in fact, he earned.

• This can occur due to the error of the taxpayer, who forgets to inform an eventual work, for example, or when he cannot find the payment receipt to declare the data correctly.

• But it can also be because the paying source informs a value to the Revenue, and the taxpayer, another
• If the worker failed to complete the IR and he sent the statement, the correction of the data must be made as soon as possible, stating exactly how much he received in a rectifying statement.
• If it was the employer’s mistake, it is necessary to ask for the statement sent by the company to the tax authorities to be corrected, as well as the income report provided to the professional

OMISSION OF DEPENDENT INCOME

• When including a dependent on the income tax return, all income received by the dependent must also be declared.
• If the child did temporary work and received remuneration or the parents or grandparents who are dependent received retirement, the amounts must be correctly declared.
• If the wife or husband enters as a dependent in one of the declarations, the income of both must be informed

UNCONFIRMED MEDICAL EXPENSES

• The discrepancy between the values ​​informed by the taxpayer and those declared by the medical service provider may occur due to an error on the part of both parties. Either the taxpayer does not know the exact amount and puts different information or the clinic, for some reason, forgets to declare to the tax authorities the expense incurred in that CPF
• According to the Revenue, if the medical service provider does not inform or inform the values ​​with divergence, the declaration will be withheld for analysis.
• In this case, it will be necessary to have the documents that prove the expenses

MEDICAL EXPENSES THAT CANNOT BE DEDUCTED

ALIMONY THAT IS NOT OFFICIAL

• According to the Federal Revenue, one of the biggest mistakes of the fine mesh is trying to include the alimony paid when it is not official, that is, it is not official by court decision or by public deed registered in a notary’s office.
• If the separation has not been registered, the person who pays alimony will not be able to deduct it.

collaborated Luciana Lazarini