Accounting & Tax Services

Accounting & Tax Services

Ideal if you work as an employee, receive Portuguese income, or operate as an independent worker (recibos verdes / self-employed). We handle IRS, green receipts, Social Security filings, and IVA when you are not exempt.

For persons & freelancers

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For persons & freelancers

IRS – Annual Tax Return

Annual IRS filing on Portal das Finanças — e-Fatura review and annexes.

The Portuguese IRS (Imposto sobre o Rendimento das Pessoas Singulares) is the annual personal income tax return filed on the Portal das Finanças. Most residents and many non-residents with Portuguese-source income must file once a year during the official campaign (typically April–June — always confirm the year’s dates).

Who it is for

  • Employees with Portuguese wages (Category A)
  • Self-employed / recibos verdes (Category B)
  • Landlords, capital income, pensions, and foreign income when Portugal is your tax residence
  • Households needing joint or separate filing with dependents and deductions

Documents we typically need

  • NIF and Portal das Finanças access (or a temporary password)
  • e-Fatura review of invoices attributed to you
  • Payslips, P60-style employer statements, or recibos verdes totals
  • Bank interest, dividends, rental contracts, and foreign tax certificates when relevant
  • Household data: dependants, marital status, disability certificates if applicable

How we work

  1. Collect your situation and income sources
  2. Review e-Fatura and pre-filled data on Finanças
  3. Simulate tax due / refund and choose annexes
  4. File the return and share the submission proof

Common pitfalls

  • Leaving invoices unvalidated in e-Fatura (lost deductions)
  • Mixing resident vs non-resident rules incorrectly
  • Missing Category B / foreign annexes when you have self-employment or overseas income
  • Filing after the campaign without checking late-filing consequences

Official portals

  • Once a year (Apr–Jun campaign)
  • E-Fatura & deduction review
  • Foreign / multi-source income support
  • Pre-filing simulation

Need Accounting or Tax Support?

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