Maybe you may be entitled to IPTU exemption and you don't know it; learn to request

Exemption from IPTU in 2024: Discover the criteria and find out how to request this tax advantage for owners of urban properties.

In the Brazilian scenario, the arrival of a new year brings with it not only the expectation of changes and renewal, but also the fiscal responsibility that falls on the shoulders of urban property owners.

The Urban Property and Territorial Tax, popularly known as IPTU, is an annual obligation that applies to residences, commercial establishments and land in urban areas. However, what many citizens are unaware of is that some people may be entitled to exemption from this tax.

The IPTU 2024 payment schedule has already been defined in several cities across the country, and it is crucial to understand the nuances of this tax, as well as the conditions that can grant exemption from it.

In this article, we will discuss who is entitled to this exemption, how to request it, and provide additional information that may be valuable to property owners throughout Brazil.

You may be entitled to IPTU exemption! Discover the specific conditions to avoid this expense on your property. (Credit: @jeanedeoliveirafotografia /

Who is entitled to IPTU exemption?

The rules and conditions for IPTU exemption can vary significantly from city to city, but some guidelines are common across the country. Generally, retirees, pensioners, beneficiaries of lifetime monthly income from the National Social Security Institute (INSS) and people who receive the Continuous Payment Benefit (BPC) can claim the exemption.

However, to enjoy this benefit, it is necessary to meet certain prerequisites. For example, in the case of INSS retirees or pensioners, it is essential that they only have one property registered in their name. Furthermore, the value of the property cannot exceed a pre-determined limit established by the municipality.

Regional variations and the importance of checking local conditions

It is important to highlight that the conditions for exemption from IPTU can vary considerably from one location to another. For example, in the city of São Paulo, in addition to the requirements mentioned above, a person cannot have a monthly income that exceeds three minimum wages.

In this scenario, it is worth highlighting that approximately 2.19% of the 3,724,569 properties registered in the capital of São Paulo are exempt from paying tax, and another 561,842 have a partial discount, according to Treasury data published by the newspaper O Estado de S. Paul.

Therefore, it is essential that property owners interested in exemption from IPTU seek detailed information from the Municipal Finance Department of their city. After all, specific conditions can vary widely and be subject to change from year to year.

How is IPTU calculated?

The calculation of IPTU, both in São Paulo and in other cities, is based on the market value of the property, determined by the city hall. This value is established considering criteria such as the age and location of the property.

Furthermore, the value is updated annually, following the variation in the Broad National Consumer Price Index (IPCA) from the previous year.

How to request exemption from IPTU?

For those who meet the prerequisites and wish to request exemption from IPTU, it is necessary to follow a specific process.

Firstly, the interested party must gather the necessary documentation, which generally includes the identity document (RG and CPF), the property registration or certificate of the property’s market value, proof of income and proof of residence.

It is important to remember that both original documents and copies must be presented.

After gathering all the required documentation, the next step is to contact the city hall of the municipality where the property is located to file the exemption request.

This process may vary from city to city, so it is advisable to contact your local city hall for specific information on how to proceed.

Be aware of your rights!

IPTU is an annual tax obligation that affects the lives of millions of Brazilians. However, it is important that property owners are aware of the conditions that can grant exemption from this tax, which can represent significant savings at the end of the year.

To do so, it is crucial to understand the specific rules of your city, gather the necessary documentation and seek guidance from the local city hall.

Therefore, if you meet the requirements for IPTU exemption, be sure to check this possibility with your city hall. After all, knowing and exercising your rights is essential to maintain balanced financial health and comply with tax obligations conscientiously.

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