The deadline for checking accounts on the Financial Portal expires today.

The deadline for taxpayers to verify accounts that will serve as the basis for calculating IRS deductions ends this Monday, and this verification must be completed in the Financial Portal.

As has been the case for several years, the amount each taxpayer can deduct from their IRS is directly related to the expense bills they issued during the previous year that they asked the issuer to link their NIF (taxpayer identification number) to. ).

These are invoices dating back to 2023 that must be verified, confirmed or registered by this Monday in order for Tax and Customs (AT) to take them into account and be able to use them in the IRS return that will start being delivered in April. 1st.

This review of invoices is necessary for several reasons: to understand at the outset whether they were issued by the person who issued them, and to check whether they are related to the deduction to which they relate (education, health care, general family expenses, or the requiring an invoice in certain sectors of activity).

This is also the last opportunity to check invoices that are in a “pending” status, which happens, for example, because the company issuing them has multiple economic activity registrations (CAE) in AT, as is the case with most supermarkets (where a person can either purchase deductible items such as education, health care or general family expenses), or because the taxpayer is conducting an open business (Category B).

In the first situation, the taxpayer must indicate which deduction the expense corresponds to; in the second case, you must indicate to AT whether you will use a portion of these expenses as B activity expenses.

Among the invoices that remain pending are also invoices relating to products purchased from establishments with a healthcare CAE (such as pharmacies or opticians) but which are subject to the normal rate of VAT.

In this case, you can direct these expenses to the medical deduction box if the purchase is justified by a medical prescription.

This process of checking, registering and verifying accounts must also be completed for dependents, early childhood e-billing system access using a Financial Portal password (which must be requested in advance), citizen authentication or digital mobile key. .

It should be noted that, as indicated by the information posted on the Financial Portal, in a situation of divorce with joint custody, the accounts that are issued with the children’s NIF will be divided equally between both parents. In the case of child support payments, the paying parent “will have to choose between deducting the child support paid to the other parent or 50% of the expenses contained in the children’s NIF bills.”

Invoices for expenses related to tuition, health care, or living expenses for dependents studying abroad are also counted for IRS purposes, and to do this, you will need to access the “Billing,” “Buyer,” “Invoice Filing” options and select “Account” option. issued abroad” to indicate the type of charge.

Once this process is completed, taxpayers have until March 15 to file a complaint against the calculation of deductions made by AT (based on information in the electronic billing system) for general household expenses and deductions in connection with billing requirements (restaurants, veterinarians). , transport, public spaces, workshops, hairdressers, subscriptions to periodicals, gyms).

For education, health care, property and home expenses, taxpayers can, if they wish, elect to waive the AT calculation and report the amount on their IRS return.

The IRS filing deadline ends on June 30, and there are already several categories of taxpayers who are covered by the IRS’s automatic return, which at the limit allows them to allow the system to complete and “deliver” the return without their intervention.