Annual Tax Return

Deciphering the Portuguese Annual Tax Return

Unlock the complexities of the Portuguese annual tax return process with our expert insights. From understanding requirements to navigating the filing procedures, we offer essential guidance for a seamless experience.

Excellent

4.8

Feeling stuck in the tax maze?

It's time to untangle the complexity and reclaim your tax confidence

Your Essential Roadmap
Say goodbye to frustration and hello to a streamlined tax return process that brings you closer to your financial goals.
We understand the challenges you face, and we're here to simplify the journey towards maximizing your returns and achieving your dreams.
Let's navigate this together and make tax season a breeze.
Who Needs This Service

Who Needs to File?

Navigating tax obligations can be complex, but understanding who needs to file is essential for financial compliance.

Decoding Tax Responsibilities
Tax Residents in Portugal

Individuals who have resided in Portugal for more than 183 days within a tax year within a 12 month period (commencing or ending in the tax year) or maintained in any moment a house as their main residence, are classified as tax residents. They are required to report worldwide income, which includes income earned both within Portugal and internationally.

Non-Tax Residents

Non-tax residents are individuals who do not meet the residency criteria specified above. However, if they earn income sourced within Portuguese territory, such as rental income, capital gains, or employment income within Portugal, they are obligated to report this income to the Portuguese tax authorities.

Regardless of your tax status, tax season can be daunting.

We specialize in assisting both tax residents and non-residents alike. Whether you’re navigating global income or Portuguese-sourced earnings, we’ve got you covered.

 

Let’s work together to simplify your tax obligations and ensure compliance.

Time is Ticking!

Unlock Financial Peace by Meeting the Tax Return Deadline

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Hours
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The tax return compliance period runs from

April 1st - June 30th

PS. Get Ready! Our doors for assisting with the 2024 tax return are now open. 🎉

 

Looking ahead? For assistance with the 2025 tax return, which needs to be filed in 2026, join the waitlist here.

Gather the necessary documents

The timeframe allows you ample opportunity to gather the necessary documents and complete your filing accurately.

Steer clear of potential penalties

Filing within this window helps you steer clear of potential penalties for late submissions.

Submit before the June 30th

Ensure your information is in order and submit before the June 30th deadline to stay in good standing with tax authorities.

Unveiling the Tax Journey

Step by step
1

💸 Purchase Your Service

Select the package that aligns with your unique tax situation and proceed to acquire the service through our secure payment link.

2

📂 Document Submission

As soon as the Client acquire the service, a secure link to a form and a Google Drive folder will be sent. Clients are responsible for promptly filling out the form and uploading all necessary documents.

3

🧑‍💻️ Tax Return Preparation

Our team will commence the preparation of the Portuguese Annual Tax Return upon receiving the completed form and all relevant documents.

4

✅ Review and Approval

Upon completion, clients will receive the prepared tax return for review.

5

📩 Submission to Tax Authorities

After receiving client approval, we will submit the finalized tax return to the appropriate tax authorities within the specified deadlines.

What our clients say

“One of the best and most competent Tax Consulting agencies in Portugal.️”

Absolutely recommended!
We have worked with Step Inside Portugal for the past 2 years and they helped us getting our residency & tax papers in order, as well as doing our accounting & tax return as freelancers. They always went above and beyond, replying to all the questions we had, and making sure that everything was done perfectly.
Niko
Tax professionals who deliver above & beyond.
They removed the stress from the whole tax filing process for a foreigner. Communication was always very clear and easy. They are highly professional, efficient, and a pleasure to work with.
Customer
They patiently listened to all my concerns and answered all my questions in a clear and concise manner.
The team displayed a deep understanding of the taxation treaty between the USA and Portugal, and was able to explain how it would apply to my specific situation.
Customer
Step Inside Portugal team have been incredible to work with!
Their team has now completed our Portuguese tax returns for the last two years and we will definitely be using their services as long as we live here. Their great service has also led to us referring multiple friends to Step Inside Portugal who have also been incredibly impressed!
Gary O'Leary
Excellent in Every Way!
Step Inside Portugal (Tax Team) is amazing! They are excellent communicators, and made every step of our first ever filing of Portuguese Tax easy and effortless... and inexpensive! I give this team my highest recommendation!
JCM
Very satisfied with tax preparation services.
Their team made the process easy to understand and communicated well with us at every step. When we had questions, we received a quick and complete response. We were very satisfied!
Dianne J.
Super recomended!
The Step Inside Portugal team helped me from start to finish with the application to the NHR scheme and the NIF application. They were very helpful and responded quickly to any concerns I had.
Luca
Good and fast communication.
Via Mail, always quick answers, taxes at finanças were done after 2 days. Price performance ratio is good. I will ask them again this year to prepare my taxes.
Susanne Puettmann
One of the best and most competent Tax Consulting agencies in Portugal.
They helped me very fast with everything I need to know while moving to Portugal. Also they did take care of my tax reporting which was a very smooth and easy process. Highly recommend!
Tina Lambruscco
I trust 100%.
Every year I trust "Step inside portugal" to file my IRS returns. I give them full marks for their professionalism and excellence in all their work. With them I am perfectly advised. I recommend them 100%.
Valentin Alonso
Explore Our Package Offerings

Our Comprehensive Tax Return Packages

What's Inside
One tax filing, single or joint

Easily file your taxes, whether you’re filing individually or jointly.

Support for partial tax year filing

We’ll guide you through the process of filing taxes for part of the tax year

Support for filing with NHR status

Get expert assistance in filing your taxes with Non-Habitual Resident (NHR) status.

Email support

All your tax-related queries and concerns will be handled promptly and efficiently via email.

WhatsApp support

For quick queries or urgent matters, we’re just a message away on WhatsApp.

Confidentiality

Rest assured, all your documents will be uploaded and securely archived in a Google Drive folder accessible only to authorized personnel for maximum confidentiality.

Fair and Transparent

Unveiling Our Client-Focused Fee Structure

Our fees are structured to accommodate the varying complexities associated with different types of income. Select the package that aligns with your unique tax situation and proceed to acquire the service through our secure payment link.

Basic

This package covers the multiple types of income listed below.

250

(VAT included)

Income Types covered:

Essential

This package covers the multiple types of income listed below.

375

(VAT included)

All Income types in Basic:

Plus the following:

Intermediate

This package covers the multiple types of income listed below.

550

€ (VAT included)

All Income types in Essencial:

Plus the following:

Advanced

This package covers the multiple types of income listed below.

800

€ (VAT included)

All Income types in Intermediate:

Plus the following:

An additional fee of €90 will be applied for every 100 transactions exceeding the initial limit.

📅 Important Notice: Service Availability 📅

We will begin offering assistance with the 2025 Tax Return starting on January 15, 2026. Therefore, our services will only be available for acquisition from that date onwards.

customized fee quote
Seeking help with Previous Years' Tax Return Submissions?

Please don’t hesitate to contact us. We’ll be happy to provide you with a personalized fee quote tailored to your needs.

2026 Portuguese tax return

Excited to get started with our tax assistance?

Join our waiting list today to be among the first to access our expertise when we open our doors on January 15, 2026.

 

Rest assured, by joining the waiting list, you’ll secure your spot for priority access to our services once they become available.

Join Waitlist

What Sets Us Apart

Transforming your tax season into a stress-free experience

Our dedicated team specializes in preparing Portuguese Annual Tax Returns with meticulous attention to detail and a commitment to maximizing your financial benefits.

Expert Guidance

Our seasoned professionals are well-versed in Portuguese tax regulations. We navigate the complexities, ensuring your return is accurate and optimized for maximum returns.

Peace of Mind

Say goodbye to the anxiety of tax season. With us, you can trust that your Portuguese Annual Tax Return is in capable hands. We handle the paperwork, calculations, and deadlines, so you can focus on what matters most to you.

Tailored Solutions

No two financial situations are the same. We provide personalized assistance, identifying specific deductions and credits that align with your unique circumstances.

I received answers to my questions incredibly quickly.

At times, it seemed like the specialists were working around the clock, even on weekends.

And major one for me: submission of the tax declaration (IRS) was successfully completed without any issues.

Dmytro Hryniuk

FAQs

Your Questions Answered

From understanding filing requirements to navigating deductions and credits, we’ve got you covered.

Filing a tax return is a legal requirement and provides a platform to report your income, claim deductions, and determine if you owe taxes or are eligible for a refund.

Common documents include proof of income, receipts for deductible expenses, and any other relevant financial documents. Our team can provide you with a comprehensive checklist.

Your filing status depends on factors like marital status and dependents. Our experts can guide you in determining the most advantageous filing status for your situation.

Our team can assist you in estimating your tax liability by reviewing your financial situation, income sources, and potential deductions. This helps you prepare for any tax owed or expected refunds.

The deadline for filing tax returns is 30 June of the following year. However, you may be allowed an extension to 31 December if you are eligible for a foreign tax credit – you can check with our team for the most accurate information.

Missing the deadline may result in penalties and interest. We recommend filing as soon as possible. If you’ve missed the deadline, our team can guide you through the necessary steps to address any penalties.

You can track the status of your tax return through the Portuguese tax authorities website or contact our team for assistance in monitoring its progress.

Keep records of income, receipts, and documentation for deductions. Our team can provide a checklist to help you organize and retain essential information for tax purposes.

Professional assistance ensures accurate and optimized returns, helps identify potential deductions, and provides guidance on complex tax situations, maximizing your financial benefits.

Getting started is easy! Fill out our online form, and our team will reach out to discuss your specific needs and provide personalized assistance.

Contact us
If you have any immediate questions or concerns, feel free to contact us by email or whatsapp.

Have a lot of questions?

Book Your Consultation Today!

Don’t miss out on the myriad opportunities Portugal has to offer. Schedule your tax and/or immigration consulting meeting today. Get expert guidance tailored to your needs for a seamless transition and compliance with Portuguese regulations.

Navigate Your Journey to Portugal
Empowering Your Tax Return Journey

Ready to optimize your tax return journey?