What do you have to do by March 31st?

With a new year, taxpayers’ tax obligations also arrive. To avoid making a mistake, you need to pay attention to the dates and know if everything is “straightforward”. Follow these tips from the IRS.

The IRS is a government entity responsible for administering and monitoring taxes and other taxes. Its role is to ensure compliance with tax laws, collect taxes due and combat tax evasion.

The IRS alerts taxpayers to three situations:

1. Confirm

  • If you have the access credentials to the Finance Portal - the NIF and password, the Digital Mobile Key or Citizen Card - of all the people included in the declaration, that is:

2. Consult

  • Expenses and charges for the 2024 IRS.
  • If you wish, you can claim general and family expenses and expenses with the right to deduct VAT due to the invoice requirement.

3. Communicate

  • The entity to assign the IRS or Deductible VAT.

Remember that andBetween March 15th and 31st, each taxpayer can consult the platform e-Invoice the global amounts allocated to you for IRS deduction. Don't forget that at any time you can access the Finance e-invoice portal to monitor and validate past invoices with your tax number - find out more here.

e-invoice: what you have to do by March 31st

Also make sure that the IBAN registered on the Tax Authority platform is correct and up to date. Any refund or payment, for example, will be made taking this indication into account.

As happens every year, taxpayers need to take some actions at specific periods. The main IRS deadlines refer to checking invoices using e-invoice, consulting the amounts of deductions determined by the Tax Authority (AT), claiming the amounts of deductions, assigning IRS and VAT, and submitting the income declaration (Model 3) or automatic IRPF. You can see the fiscal calendar for 2025 here.

Source: pplware.sapo.pt