Filing tax returns in Portugal
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.