Tuesday, March 2, 2021

Deadline extended to communicate household in the Finance Portal

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Taxpayers who failed to report the household this Monday will be able to do so until the next 19th, he told the agency Lusa official source of the Ministry of Finance.

The extension of this period until the end of the week comes after having seen, over the course of yesterday, some constraints on access to the Finance Portal caused by high number of contributors who tried to register.

“In view of the significant number of accesses to the Finance Portal today (there have been around one million authentications), there have been some constraints on access to communication by the household,” he told the Lusa the same official source, adding that the Tax and Customs Authority (AT) “will continue to accept household communication until the next day February 19”.

The communication of the household must usually be done until February 15th, referring to its situation and composition on December 31st of the previous year, this being a relevant step in the determination of the tax status of taxpayers for the purposes of the IRS or IMI, for example.

The household is also relevant for the purpose of obtaining social support, as well as for determining the status of dependents in joint custody or alternate residence.

In reply to Lusa the same official source said that, in view of the constraints detected during yesterday’s day, “an intervention at the level of infrastructure at the Finance Portal was made, stabilizing the functioning of the same“.

Household communication is one of the first steps in preparing the submission of the IRS annual declaration, followed by the deadline for registration or confirmation of invoices issued in 2020, as well as the resolution of pending issues (which it happens whenever an establishment has more than one activity record (CAE).

The calendar associated with the IRS campaign also provides that March 16 and 31 taxpayers can consult deductible expenses and claim, if they detect any omission or inaccuracy in expenses or in their calculation, in relation to general family expenses and expenses with the right to deduct VAT due to the invoice requirement determined by AT.

Regarding education or health expenses, homes or housing, taxpayers can correct the amounts determined by the AT when submitting the IRS annual declaration, indicating at that time the amounts they consider correct through Annex H.

This possibility for the taxpayer to refuse the amounts calculated by the AT if it does not match the invoices in his possession, implies that they are kept for at least four years.

Until March 31, the entity to whom you wish to consign 0.5% of the paid IRS and / or the amount corresponding to 15% of the VAT incurred in expenses with restaurants, accommodation, hairdressers, workshops or veterinarians can also be indicated. This option can also be made when filing the IRS statement.

The filing of the IRS declaration takes place from April 1st to June 30th and the tax refund or payment is due by August 31st.

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Deadline extended to communicate household in the Finance Portal