As of February, you must be aware of the deadlines in order not to lose deductions or be subject to fines.
February 15th - COMMUNICATION FROM THE FAMILY
The deadline to communicate to the Tax and Customs Authority any changes in the household related to the previous year (e.g. divorce, birth of a child or change of residence) has expired. It should be noted that the information to be updated on the Finance Portal is the information referring to December 31, 2021. The Tax Authorities will use it to pre-fill the declarations and, if no change is reported to them, they will use the data presented in the last tax return.
February 25th - VERIFICATION OF INVOICES ON E-FATURA
You must validate all pending invo ices in the e-invoice portal. If you have invoices that do not appear on the portal, you must enter them manually. Those who are self-employed must also inform, by the date mentioned, whether the expenses were incurred in the scope of this professional activity. There may be, for example, health invoices with VAT at the standard rate, which must be associated with a medical prescription in order to be accepted. And employees
And employees who also have an open activity as self-employed professionals have to report whether the expenses were incurred within the scope of that professional activity.
March 31st - CLAIM OF (SOME) BILLS
Until March 15, the amounts of deductions to the collection of expenses proven by invoice and other documents will be available on the Finance Portal. The information will be visible on each taxpayer's personal page. In addition to invoiced expenses, it will be possible to see other deductible expenses in IRS made in entities that do not need to issue invoices: public school tuition fees, moderator fees, mortgage interest or house rents. The amounts disclosed will appear pre-filled in the tax returns. The amounts related to health insurance will also be identified.
From March 15 to 31 you can complain if you think that the information provided by the tax authorities is not correct. This only applies to invoices related to deductions from the general family expenses or VAT deduction. It is also in this period that, from a list of entities available on the Finance Portal, you can choose to whom you want to consign the IRS or VAT.
In previous years, refunds have usually occurred two to three weeks after submitting the declaration. You should check the Tax Portal to see if the NIB is correct and report any changes.
