Income Report

 

Income Report – Bookkeeping Bank Itaú

For account holders, the document will be available on the bankline via the following path:

•Directly on the website www.itau.com.br, under the menu Current Account > Income Tax Statement > Shareholders’ Income Report.

Uniclass: directly on the website www.itau.com.br, use the magnifying glass icon to type in “IR” – enter your security token, and select the year.

•Non-account holders, on the Digital Correspondence Portal.

Note: the Income Reports for calendar year 2024 will be made available by February 28, 2025

What is the Digital Correspondence Portal?

It is a platform where Itaú clients can view, save, print, and email their correspondence digitally.

To simplify access, register in advance through the following path:

 

To register and access the platform for the first time, follow the steps below:

1. Access www.correspondenciasdigitais.com.br and click on “first access”;

2. Enter your individual taxpayer’s ID (CPF) and date of birth (for individuals) or corporate taxpayer’s ID (CNPJ) and date of incorporation (for legal entities);

3. Choose the option to verify your identity (phone number or email). If your contact information is not found, please call 0800 720 5299 (Customer Service available exclusively during the Income Report filing period) or contact the Investor Service Center at 3003 9285 (for capital cities and metropolitan regions) / 0800 720 9285 (for other locations, on business days) from 9 a.m. to 6 p.m.;

4. Enter the code received by email and/or phone and create your personal password;

5. Done! You can now log in using your CPF/CNPJ and newly created password to access your documents. The Income Reports will be available under “my reports” > folder “2025”.

 

If you have forgotten your password, follow the steps below:

1. Click on “forgot password”;

2. Enter your individual taxpayer’s ID (CPF) and date of birth (for individuals) or corporate taxpayer’s ID (CNPJ) and date of incorporation (for legal entities);

3. Enter the text from the security image and click “next”,

4. Choose the option to verify your identity (phone number or email).

5. Enter the token code received via email and/or phone and create your personal password;

6. Create a password with at least 8 (eight) characters, including both numbers and letters;

7. Once completed, you will be directed to the login screen.

Itaú Contact Information
0800 720 5299Exclusive Customer Service during the Income Report filing period

(11) 3003 9285 (WhatsApp)To check the status of a request, Mon-Fri from 9 a.m. to 6 p.m., and 24/7 Virtual Assistant.

3003 9285 (Capital cities and Metropolitan Regions)

0800 720 9285 (Other locations)