Filing of tax returns

Unlike many jurisdictions, Portugal’s Tax Year runs on a calendar year basis. Missing the submission deadline or including the incorrect documentation can result in a fine or other penalties.

Our experienced, professional team can complete all the necessary paperwork on your behalf.

A Fiscal Representative in Portugal acts as a direct link between yourself and the Serviço de Finanças (Portuguese Tax Office). This means that making the right choice is crucial. As experts in all matters related to property, corporate and individual tax, Portutax navigates the complex compliance requirements and regulations on your behalf.

Whatever your requirements, trust our professional, English-speaking team of tax experts to guide you through the process and avoid unnecessary risks and fines.

Tax return guidelines for residents in Portugal

You will be sent a tax return request at the beginning of the year. There are a range of annexes within the tax return notification which you may have to complete depending on your income source/s. Category A – employment income and Category H – pension income is required to make an annual tax return. All other residents under alternative categories must file a tax return too.

Tax return guidelines for non-residents in Portugal

If you have rental income or capital gains, non-residents must file a tax return from the 1st April to the 30th June. If applicable, a follow up tax bill will be sent between 4-8 weeks after the filing of your tax return.

Contact us about filing your tax return in Portugal

FAQ

Portutax's professional team simplifies the process of filing tax returns for clients in Portugal by providing personalized assistance and guidance every step of the way. We ensure that all necessary documents are organized and submitted accurately and on time, alleviating any stress or confusion for our clients. Our experienced fiscal representatives stay up-to-date with the latest tax laws and regulations to ensure compliance and maximum benefit for our clients.

Potential consequences of missing the tax return submission deadline in Portugal include hefty fines and penalties. Portutax can help clients avoid these consequences by providing timely and accurate tax preparation services, ensuring that all deadlines are met. Our team of fiscal representatives can also provide guidance and support to ensure compliance with Portuguese tax regulations.

Having a Fiscal Representative in Portugal, like Portutax, ensures that all tax obligations and compliance requirements are met accurately and on time. This minimizes the risk of fines or penalties for individuals and businesses. Additionally, having a fiscal representative can help navigate complex tax laws and regulations, providing peace of mind and saving time and resources.

Portutax has a team of experienced fiscal representatives who are experts in navigating complex compliance requirements and regulations related to property, corporate, and individual tax matters in Portugal. Our professionals are well-versed in the latest tax laws and can provide comprehensive guidance to ensure your fiscal obligations are met accurately and efficiently. With our expertise, you can trust that your tax matters are in safe hands.

Portutax assists non-residents in Portugal with the filing of tax returns by ensuring compliance with specific requirements for rental income or capital gains. Our experienced fiscal representatives provide personalized guidance and support to navigate the complexities of Portuguese tax laws, helping clients to maximize their tax benefits and minimize liabilities. We understand the unique needs of non-residents and work diligently to ensure their tax obligations are met accurately and efficiently.

In the tax return notification for residents in Portugal, the guidelines and annexes typically included are related to income, deductions, and tax credits. Portutax supports clients by guiding them through the process of gathering the necessary documentation and filling out the required forms accurately and efficiently. Our fiscal representatives ensure that clients understand their tax obligations and help them maximize their potential tax savings.

Certainly! In Portugal, taxpayers must report their income under specific categories such as Category A for employment income, Category H for pension income, and so on. Each category corresponds to different types of income and has its own set of rules for taxation. It's important for residents to accurately report their income under the correct category to ensure compliance with tax laws.

Portutax ensures clear communication with clients, including those who may not be fluent in Portuguese, by providing multilingual support. Our team is proficient in various languages to ensure effective communication throughout the tax return process. We also utilize digital tools and platforms to streamline communication and keep our clients informed every step of the way.