Household communication through the Finance Portal can be made until the 19th – Money

Taxpayers who failed to communicate the household today will be able to do so until the next 19th, an official source from the Ministry of Finance told Lusa.

IRS, finance portal, taxes

IRS, finance portal, taxes

The extension of this period until the end of the week comes after having verified, throughout the day, some constraints in the access to the Finance Portal caused by the high number of taxpayers who tried to register.

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

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 response to Lusa, the same official source stated that, in view of the constraints detected throughout today, “an intervention was made at the level of infrastructure at the Finance Portal, stabilizing its operation”.

The communication of the household is one of the first steps in the preparation of the submission of the annual declaration of the IRS, following, until February 25, the deadline for the registration or confirmation of the 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 between 16 and 31 March 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 deduction of VAT for 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 intend 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 August 31st.

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