Find out how to validate health invoices in E-Fatura and how to associate a medical prescription to the invoice.
To benefit from deductions in the IRS declaration, referring to income obtained in 2022, you must validate your invoices on the E-Fatura portal by the day February 25th. In relation to health billsthis information may be useful.
How to validate health invoices?
To access the E-Invoice you only need your tax number and the password to access the Finance Portal. Here you will find all the invoices referring to health expenses incurred in 2022.
Health expenses for IRS purposes include:
- Surgical interventions;
- Medical exams;
- Hospital admissions;
- Orthodontic appliances;
- Glasses (including frames);
- Health insurance, etc.
- Acquisition of respiratory protection masks and disinfectant gel.
Expenses exempt from VAT and with a rate of 6% are accepted. At expenses with 23% VAT must be justified with a prescription.
Do you have outstanding invoices? know what to do
By accessing your private area of E-Fatura, you will immediately find out if you have pending invoices, that is, invoices that have not yet entered the system and, therefore, are not being counted for deduction purposes under IRS rules.
If there are pending health expenses, you will have to select the Health category and then click on “save”. The invoice thus enters the system.
It is also common to find outstanding health bills that require a doctor’s prescription to be accepted for deduction. This is because these invoices have a VAT rate of 23%. In that case, you will need to confirm that you have a prescription. It is therefore necessary to always keep the prescription. If you cannot justify them with a medical prescription, validate them so that they will be included in the “general family expenses” category.
If you don’t know how to associate the medical prescription with the health bill, see the step-by-step in this article:
What about invoices that are not on the E-Fatura?
It can always happen to have invoices that, for whatever reason, are not on your E-Fatura page. In that case, you will have to enter them manually. Don’t forget, duly validated invoices can allow you to get a bigger refund or reduce the amount of tax you have to pay to the State.
It should be noted that the E-Fatura portal only shows invoices. This is, expenses incurred in public hospitals or health centers, for example. Expenses with user fees are not included in the E-Fatura, since they already arrive in the form of a receipt and not an invoice. But do not worry. These expenses will also be considered for IRS purposes. As of March 1, these expenses will be visible on the Finance Portal, but only for consultation.
Why are workers’ invoices on green receipts pending?
Self-employed workers usually have their invoices pending. This situation is due to the need to clarify whether or not they were expenses related to the development of the professional activity.
Health bills: what are the deduction limits?
The maximum deduction limits for health bills are as follows:
- A single citizen can deduct expenses corresponding to 15% of the amount paid, up to a limit of 1000 euros;
- A couple that chooses to submit their tax returns separately is subject to other rules. In the case of separate taxation, the taxpayer may deduct expenses of up to 7.5% of the amount spent, with a maximum limit of 500 euros;
- A couple who opt for joint taxation deduct 15% of the amount paid, up to 1000 euros per household.
To save or not to save invoices?
Taxpayers can throw paper invoices that are already registered in the E-Fatura in the trash. However, manually entered invoices must be saved by a four year term.
Article originally published in July 2019. Last updated in January 2023.