Companies and financial institutions have until this Friday (27) to send taxpayers proof of income for last year. The reports are used to complete the Personal Income Tax (IR) declaration for 2026 (base year 2025), the deadline for submission of which is scheduled to begin on March 16th.
Regarding proof of income, the data does not need to be sent by post. Companies and financial institutions can send data via e-mailto disclose links to be downloaded on the internet or advertised on applications for mobile devices. In the case of federal public servants, the income report can be obtained from the website https://sougov.sigepe.gov.br/sougov/ or in the app SouGov.br .
Income documents are used by the Federal Revenue Service to cross-check information and check whether the taxpayer filled in incorrect data or evaded tax. The receipts provided by employers must contain the amounts received by taxpayers in the previous year, as well as detail the amounts deducted for Social Security and Income Tax collected at source. Contributions to the company’s Supplementary Pension Plan and contributions to the collective health plan must be reported, if any.
Online receipts
Retirees and pensioners of the National Social Security Institute (INSS) can obtain receipts online. The document is available on the page My INSS or in the application of the same name available for Android and iOS systems. The insured must enter the same password to consult other statements. If you don’t have a password, just follow the steps provided by the website.
Individual health plans and pension funds are also required to provide receipts, the data from which will be used for the taxpayer to deduct the amounts charged in Income Tax. Banks and brokers must report the values of all current accounts and all investments. If the taxpayer has an account with more than one institution, he or she must obtain receipts from all of them.
New deadline
Since 2023, the deadline for submitting the Income Tax declaration has changed. The document can be sent from March 15th to May 31stor on the business days closest to these dates. According to the IRS, the change was necessary so that all taxpayers have access to the pre-filled Income Tax declaration on the first day of delivery.
According to the IRS, as most of the information offered in the pre-filled declaration only reaches the IRS at the end of February, the IRS needs a period of time to consolidate the data. Because of this, the pre-filled form, which provides more convenience and reduces the chance of errors by the taxpayer, is only provided in mid-March.
Delay and errors
If the taxpayer does not receive the information within the deadline, he or she should contact the company’s human resources department or the manager of the financial institution.. If the delay persists, the Federal Revenue Service may be contacted. In case of errors or discrepancies in data, it is necessary to request a new corrected document.
If the taxpayer does not receive the correct data before the end of May, the final day for submitting the declaration, there is no need to miss the deadline and be fined. It is possible to send a preliminary version of the declaration and then make a rectifying declaration.
