Description

comply with tax obligations and save on taxes

What you get from working with us

Experience and know-how

Acquired in the execution of thousands of projects. The certainty of being in "good hands".

Less bureaucracy and more peace of mind

We represent you before the services of the Portuguese State. We keep your interaction with state entities to a minimum.

Saves time with faster execution

We know the procedures, we know what to do and what not to do to get fast processes.

Initial meeting to assess the client's tax situation.

Questionnaire to collect types of income and information that affects tax assessment.

Calculation of the tax deductions to which the client is entitled.

Assessment of situations of double taxation between Portugal and the client's country of origin.

Simulation of the amount of IRS to be paid or received.

Completion of the model 3 declaration and applicable annexes.

Delivery of the tax return and results to the client.

23% VAT. This will be added during checkout.

Travel outside a 40 km circle around Lisbon and Porto (where we have offices). Ask for a quote if applicable.

Translations, recognition of documents before official bodies, or certified copies. Ask for a quote if applicable.

International mail.

The client has to provide the financial information needed to fill in model 3

Who is obliged to file a tax return?

All natural persons residing in Portuguese territory must file a personal income tax return when they, together with their dependents or self-employed members of the same household, have earned income subject to personal income tax that requires it to be filed.

Who is exempt from filing a tax return?

Taxpayers who, in the year to which the tax relates, have only earned income in accordance with the rules set out in article 58 of the IRS code are exempt from submitting a tax return.

I forgot to validate my invoices on the e-invoice portal. What should I do when declaring the IRS?

One of the solutions that will help you correct the fact that you forget to validate your invoices is to take advantage of the IRS submission phase, which ends on June 30, 2021. Enter the most relevant expenses that are not included in the automatic declaration. You can also declare or correct some of the deductions for training, education, real estate, nursing homes and health expenses.

What kind of income is not subject to IRS taxation?

Salaries and pensions of less than €8500 a year.
Unemployment benefits.
Medical leave.
Prizes in social games.
Literary, artistic and scientific prizes.
Scholarships awarded to high-level sports players.
Food allowance and allowances up to certain amounts.
Family allowance.
Compensation due as a result of bodily injury, illness or death.

If I'm married, do I have to declare the expenses jointly with my spouse or can I file the tax return separately?

Salaries and pensions of less than €8500 a year.
Unemployment benefits.
Medical leave.
Prizes in social games.
Literary, artistic and scientific prizes.
Scholarships awarded to high-level sports players.
Food allowance and allowances up to certain amounts.
Family allowance.
Compensation due as a result of bodily injury, illness or death.

Which members of my household should be included in my IRS?

According to article 13 of the IRS Code, the household is made up of:
- "spouses who are not legally separated and their dependents",
- "unmarried partners and their dependents",
- "each spouse or former spouse... in cases of legal separation or declaration of nullity, annulment or dissolution, or death of the marriage and their dependents",
- "single parent and dependants",
- "unmarried adopter and dependents".

Let us help you complete your tax return

IRS | Annual Statement - Family
To add your family to your tax return (Model 3). See the advantages and disadvantages of a...

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IRS | Annex E - Capital Income
Declaration of category E capital income (income from financial assets) obtained in...

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IRS | Annex F - Property Income
Property income (category F of the IRS Code) refers to income from rents...

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IRS | Annex G - Capital gains in Portugal
Capital gains obtained in Portugal by any of the taxable persons: must be declared in full...

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IRS | Annex L - Non-Habitual Resident
It is aimed at beneficiaries of the RNH - Non-Habitual Resident program, who are legal residents in...

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IRS | Annex J - Income Abroad
Declaration of all income earned abroad, from dependent work, rents, capita...

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Sérgio Garcia

Sanofi

Very professional people, making the transition from country easy and allowing us to concentrate on other things, like work or family, knowing that the rest is in good hands

Denis Vanasbroeck