Who should pto update personal data for IRS purposes?
People who have changed personal and family settings in 2018.
For example, you should update your personal situation, which lasted last, married, loose, widow, or had children. Not in situations where children do not meet the reasons that are considered to be dependent (for example, by attaining age 26).
Those who have care-related practices (parental responsibilities) must also be in another residential setting, set up in an agreement that regulates parental responsibility, a statement on the this situation.
How should I go on?
At the Financial Port (http://www.portaldasfinancas.gov.pt/), the steps you should have to take on it; first page, in the "IRS – Household Communication". You can also do this through the application of the Treasury launched this year. Just drop it through the App Store or the PlayStore by looking for "Home".
When should this update be made?
Personal data must be updated before February 15, before IRS verification is provided. Without this refreshment, automatic IRS tax payers will not be able to confirm. This is because the automatic confirmation obtained by the AT is based on the elements in the IRS confirmation for the year 2017 and, in turn, it is & # 39; accepting that the taxpayer is married / unmarried and does not have any trust.
If my family's situation is the same as the previous year, should I check the data in the Portal?
If your situation is similar to the previous year and if you do not depend on your relationship with another residence you do not have to confirm the data.
In this case, AT will consider the data contained in your statement from the previous year, either for IRS automatic motives or for the IRS removable statement (the statement delivered in general terms ) to be submitted in advance.
However, it is expected to consult the Portal Finance to verify that the data obtained by AT is correct and responsive to your situation.
In the case of a twisted couple in 2018 should they both revise?
There is. In a married marriage case that has divide or divide (in a de facto union case) in 2018, each of the partners are home to a different home (in 2017 they were both one home, even if they were a separate tax scheme). So, each one needs to update their personal situation, co-write the new family in which they combine, as well as updating other relevant personal elements that have made changes.
In a case of divorce, a decision was decided. How should I go on?
In the IRS statement of this year, and for the first time, parents with shared care can bring expenses to the extent they are doing; contribute to their children's lives. For example, if it is established in the parental responsibility arrangement that one parent contributes 60% of education spending, that product will be removed, length & the remainder exceeds 40%.
However, in order to benefit from this product, parents must go to the Finance Gateway to inform the status of other children's accommodation and what percentage of each person's expenses incurred. Both must comment on the same situation. If a person indicates that the person in charge of a decision is not in another residence and that the other person is in a position; Show that it is, the conversation is hanged.
If there is no agreement on what to say, it is likely that the Charging Authority will require parents to register parental responsibility agreement. The Treasury will take account of what is included in this agreement.
If nothing is given to the Finance, the home of the dependent will be considered on 31 December, 2018, and may expense your expense expenses from expenses.
What are the benefits of it?
Taxpayers who report until 15 February for personal and family circumstances change the certainty that the AT is sure their position is updated to 31 December 2018 before the delivery statement of the revenue statement ( from 1 April to 30 June), so the taxpayers can benefit from the IRS Automatic if they meet these conditions.
What if the taxpayer is not allocated?
In this case, the taxpayer will not be able to confirm IRS devolution as it does not; responding to the correct situation, which requires the delivery of IRS certification in the general terms. In other words, you will not be able to get benefits from IRS automatically, such as simpler, quicker payments, easier access to a tax system (in the IRS automatically, taxpayers of married or unified tax payers know immediately what tax system they are more favorable, from which three interim settlements are issued: tax and two separate taxes).
What benefits will benefit from NHS tax levels and social benefits?
There is also a benefit in the communication / updating of housing writing for taxpayers who are exempt from IRS certification and who are seeking freedom from the NHS [Serviço Nacional de Saúde] no benefit from the social investment of electricity supply and social benefits that require prior knowledge of the family's contribution to income tax purposes.
The housing communications and matrix design of the building that corresponds to the permanent home-house of the house will also help with the & # 39; process to release freedom from IMI. If you do not do that, you are in danger of contradicting a colonial note.
- Here is the Finance booklet for how to update your family status