OBTAIN PROOF OF YOUR TAX RESIDENCE

Tax residence certificate

On this page you will find information about the tax residence certificate. This certificate serves to prove to authorities and/or entities of other countries that the person is tax resident in Portugal.

We note that it is possible to obtain this certificate as from the first day you register as a tax resident in Portugal.

Fees to obtain the Tax Certificate

Request the Tax Residence Certificate

EUR 100

Certificate + Source Country Form

EUR 200

The Tax Residence Certificate is a document issued by the Portuguese tax authorities attesting that the person is considered tax resident in Portugal in a given fiscal year under the terms of the Portuguese tax law and for the purposes of the application of conventions to eliminate double taxation entered into by Portugal.

This tax residence certificate is compulsorily requested in your personal area of the Portal das Finanças (website of the Portuguese tax authorities).

To be able to request a certificate of tax residence you must obtain the password to access your personal area of the Portal das Finanças. This password can be requested electronically, which will be sent within 5 working days to your registered tax address in the Portuguese Tax Authorities system (e.g. if you are still registered as a non-tax resident, this password will be sent to your address abroad, or to the Portuguese address of your tax representative, if you have appointed one). Alternatively this password may be requested at a Tax Office, in which case you will obtain the password on the same day.

We note that as a general rule, in order to apply for a Tax Residence Certificate it is mandatory to identify income obtained in the other country (in which you wish to submit this certificate).

If you do not earn any income from that country, a special application in writing should be made to the Tax Authority explaining why you need to obtain the Certificate of Fiscal Residence.
If you have income from the other country, this is the information you need to apply for the certificate
1. identification of the entity paying the income
– Name of the Paying Agency
– Paying agency address
– Country where the entity paying the income is considered resident
2. Income Identification
– Nature of income (interest, dividend, pension, etc.)
– Estimated amount of income to be received in that tax year
– Currency of the income
3. Tax Year of the certificate you are seeking
4. Period of residence of the person in that fiscal year in Portugal – If you are not considered tax resident in Portugal in that year between the 1st of January and the 31st of December, you must indicate the applicable period of residence. Please note that in Portugal, it is possible to have partial residence in a given year and thus have the two statuses of resident and non-resident in the same year.

Please note that once you have to identify an income that you obtained in that fiscal year (or are estimated to obtain), the Tax Authority will check if the person has reported that income in the annual income tax return, so it is extremely important that the income identified corresponds to reality. As a general rule, when one is not yet sure of the amount of income to be obtained during that tax year (since it is possible to request the certificate on the first day of the tax year) it is advisable to put an estimated amount with a low value, in order to avoid inconsistencies with the report in the annual income tax return.

No, you are not required to submit a form issued by the Tax Authorities of the country of source. However, if the other country requires the certification of a form, it is necessary to request the Portuguese Tax Authorities to certify this form (by sending it by post to the Tax Authority).

There is no charge for issuing a tax residence certificate (with the exception of our fees should you require our assistance).

It can take up to 5 working days to issue a certificate of tax residence. However, the time may be longer if you are applying for certification of a separate form issued by the tax authorities of the other country (in which case it may take about 2 to 4 weeks).

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

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