HOW TO REPORT YOUR INCOME

Income Tax Return

On this page you will find information on the personal income tax return. Individuals resident for tax purposes in Portugal, or non-residents who obtain income here (with the exception of certain situations), are required to submit this tax return.

This tax return must be filed between April 1st and June 30th of the year following that in which the income was obtained and should be submitted electronically in the individual’s personal area of the Portuguese tax authorities’ website.

General considerations

Only earned income should be reported in this personal income tax return. No wealth shall be reported or in this tax return. However, it is mandatory to identify the foreign bank accounts held by each person of the household.

If you have been married or cohabiting for at least 2 years you may submit the tax return together with your spouse/unmarried partner. The option to submit together or separately can be taken annually.

Children up to the age of 25 who earn income up to a certain amount are considered dependents and may be included their parents’ tax return.

In certain situations, individuals may be dismissed from submitting their IRS declaration. However, if a tax return should be submitted and it is not filed, or it is submitted after the legal deadline, the individual may incur in the payment of a fine and compensatory interest (calculated at the annual rate of 4% on the tax amount due).

Documents

The tax return is submitted electronically through your personal area of the Portuguese tax authorities’ website. If you are not registered in this website, you should request a password.

This access password can be requested electronically, which will be sent within 5 working days to your tax domicile registered in the Tax Authority system (for example, if you are still registered as a non-tax resident, this password will be sent to your address abroad, or to the address of your Portuguese tax representative, if you have appointed one).

Alternatively, this password may be requested from a Tax Office, in which case you will obtain the password on the same day. If you would like our assistance with your password request in a Tax Office, you will need the following documents:

– Identification document (citizen card or passport);

– Portuguese tax number;

– Proxy to grant us powers to represent you before the Tax Authority.

The Personal Income Tax Return is prepared in a specific form, which is annually approved by the Tax Authority. It is not necessary to present supporting documentation of your income together with the form. However, the Tax Authority is entitled to request those documents for a period of 5 years.

To assist you with the preparation of your personal income tax return we will need the following information and documents:

– Tax identification numbers of the people of the household;

– Password to access the Portuguese tax authorities’ website;

– Supporting documents for the income received;

– Identification of the IBAN and SWIFT code of the foreign bank accounts.

Our Fees

Fees are subject to VAT at the rate of 23% (due on the top of the fee amount). For more information on how to contract our services – here.

01

For the register on the Tax Authorities’ website and on-line request of a password

EUR 25

02

For the password request at the Tax Office

EUR 75

03

For the preparation and submission of the tax return

from EUR 100. The amount of our fees depends on the complexity of the return. Please ask for a quote for the preparation of your tax return – here.

Time required to complete

After all the documents of the IRS Declaration have been sent to us, we estimate that the preparation of the tax return may take between 1 and 2 weeks. If we estimate that due to its complexity or due to the high number of requests, we are unable to meet this deadline, we will inform you.

The tax return must be submitted between 1 April and 30 June of the year following that in which you obtained the income.

Contact us

We are happy to answer your questions and make your journey in Portugal a pleasant one.

Scroll to Top
Need Help? Chat with us