Getting accustomed to a new tax system can be tricky. Our team helps you understand the Portuguese tax system, supporting you every step of the way, and assuring your path towards integration is easy and simple. We will advise you on how to choose the best tax plan for you or your business. Get to know which Portuguese tax incentive models may be applicable to you, and let our team help you get this done with ease.
- Preparation of a study regarding the tax implications in Portugal, considering the personal situation, including present and expected investments and nature of income - The scope of the analysis may comprise all the tax impacts in Portugal (namely, personal income tax, NHR regime, property tax, VAT and Social Security) and implications arising from the applicable Double Taxation Treaties
The tax consultation intends to provide an overview of the taxation and obligations in Portugal, considering the specific situation of the client. The information provided may comprise:
- The analysis of the individual’s tax residency status for income tax purposes - The tax implications arising from the individual’s situation upon relocation, including the application of the non-habitual resident’s tax status - The tax implications for VAT purposes concerning the individual’s current professional activity - The social security implications arising from the individual’s professional status - The eventual application of Double Tax Treaties and EU tax law - Identification of tax and social security obligations arising from the individual’s situation upon relocation - Other tax issues regarding relocation to Portugal, such as property taxes, transactional taxes
Tax ID
Service includes: - Drafting a Power of Attorney - Certification of ID documents to obtain a NIF - Getting login credentials to the Tax Authority Portal
Service includes: - Drafting a Power of Attorney - Certification of ID documents to obtain a NIF - Getting login credentials to the Tax Authority Portal
Tax representation for foreign non-EU, Iceland, Lichtenstein or Norway residents is mandatory. The tax representative is the interface between the taxpayer and the Tax Authority.
Service includes: - Drafting a Power of Attorney - Certification of ID documents to obtain a NIF - Getting login credentials to the Tax Authority Portal
Registrations
- To work as a freelancer/sole trader in Portugal, it is necessary to register with the Tax Authority - An IBAN number for a Portuguese bank account must also be provided
Service Includes: - The registration as a freelancer and obtaining a Social Security Number (NISS) - To work as a freelancer/sole trader in Portugal, it is necessary to register with the Tax Authority - An IBAN number for a Portuguese bank account must be provided - Social Security registration is mandatory upon registration as a freelancer/sole trader
Tax Residency
Service includes: - Requesting login credentials from AT (Portuguese Tax Authority) - Transfer Tax Residency to Portugal via AT (Portuguese Tax Authority)
Service includes: - Changing tax residency to Portugal with retroactive effects - Drafting the necessary documents
Service includes: - Transfer Tax Residency to Portugal via AT (Portuguese Tax Authority)
Service includes: - Requesting login credentials from AT (Portuguese Tax Authority) - Fiscal address update via AT (Portuguese Tax Authority)
Service includes: - Fiscal address update via AT (Portuguese Tax Authority)
Non-Habitual Resident (NHR) Tax Regime
Service includes: - Changing tax residency to Portugal - Application to the Non Habitual Resident tax regime
Service includes: - Application to the Non Habitual Resident tax regime
Service Includes: - Creation of a file containing NHR documentation to retain in case tax authorities require any records
Service includes: - Creation of a HAVA (High Added-Value Activity) file, which is needed to prove that the activity is covered by the 20% flat tax rate
Price does not include certified translations
Service includes:
- Advice and guidance, review documentation, and offer assistance throughout the audit process
Recurring Services
- Other tax support not specifically foreseen in other items - The scope and fees may be agreed upfront, on a case by case basis, based on the estimated time to be incurred
- Personal income tax shall be filed between April 1st and June 30th of the following fiscal year - Final fee will depend on the level of complexity and volume of transactions to be reported - Values are between 500€ to €2000
- Tax representation for foreign non-EU, Iceland, Lichtenstein or Norway residents is mandatory - The tax representative is the interface between the taxpayer and the Tax Authority - This is charged yearly
- Issuance of invoices as per client needs - Price: €35 per invoice issued
- Regular assistance in filing VAT monthly returns, which are mandatory - The scope and fees may be agreed upfront, on a case by case basis, based on the estimated time to be incurred. Values are between 200€ to 600€ per month
- Regular assistance in filing VAT quarterly returns, which are mandatory - The scope and fees may be agreed upfront, on a case by case basis, based on the estimated time to be incurred. Values are between 200€ to 600€
Regular assistance in filing Social Security statements, which are mandatory
CORPORATE TAX SERVICES
Ad-Hoc Services
Corporate Tax Strategy
The tax consultation intends to provide an overview of the taxation and obligations in Portugal, considering the specific situation of the corporate client. The information provided may comprise:
- The corporate income tax implications concerning the client’s current business activity - The identification of potential tax breaks - The tax implications for VAT purposes concerning the company’s current activity - The eventual application of Double Tax Treaties and EU tax law - Identification of tax and social security obligations arising from the client’s situation - Other tax issues in Portugal, such as property taxes and transactional taxes
Service includes:
- Preparation of a study regarding the tax implications in Portugal, considering the specificities of the legal entity, namely the nature of the activity developed, type of investors and the present and expected projects - The scope of the analysis may comprise the taxation at the level of all the parties involved in the structure considering the overall taxation
Corporate Tax ID
Service includes: - Drafting a Power of Attorney - Certification of ID documents to obtain a NIPC - Getting login credentials to the Tax Authority Portal (AT)
- Tax representation for foreign non-EU, Iceland, Lichtenstein or Norway residents is mandatory - The tax representative is the interface between the taxpayer and the Tax Authority - This is charged yearly
moviinn fees
gov't feesgovernment fees
Taxes
Tax Assessment (Individuals)
Preparation of a study regarding the tax implications in Portugal
€2000
—
Taxes
Individual Tax Consultation
The tax consultation intends to provide an overview of the taxation and obligations in Portugal, considering the specific situation of the client
€200
—
Taxes
Portuguese Tax Identification Number (NIF - Adult)
A Portuguese Tax ID is mandatory for everything you do in the country
€200
—
Taxes
Portuguese Tax Identification Number (NIF - Minor)
A Portuguese Tax ID is mandatory for everything you do in the country
€150
—
Taxes
Portuguese Tax Identification Number (NIF + Tax Representation)
A Portuguese Tax ID is mandatory for everything you do in the country. Tax representation is mandatory for all adults who do not reside in Portugal
€600
—
Essentials
Registration as a Freelancer / Independent Worker
To work as a freelancer/sole trader in Portugal, it is necessary to register with the Tax Authority.
€500
—
Essentials
Registration as a Freelancer + Social Security Number (NISS)
To work as a freelancer/sole trader in Portugal, it is necessary to register with the Tax Authority and Social Security registration is mandatory upon registration
€700
—
Tax
Transfer of Tax Residency With Requesting Login Credentials
Via the Portuguese Tax Authorities (AT)
€150
—
Taxes
Transfer of Tax Residency With Retroactive Effects
Changing tax residency to Portugal with retroactive effects
€400
—
Taxes
Transfer of Tax Residency Without Requesting Login Credentials
Via the Portuguese Tax Authorities (AT)
€100
—
Taxes
Update of Fiscal Residence (NIF) With Requesting Login Credentials
Via the Portuguese Tax Authorities (AT)
€150
—
Taxes
Update of Fiscal Residence (NIF) Without Requesting Login Credentials
Via the Portuguese Tax Authorities (AT)
€100
—
Taxes
NHR Application With Transfer of Tax Residency
Changing tax residency to Portugal and applying to the Non-Habitual Resident Tax Regime
€350
—
Taxes
NHR Application Without Transfer of Tax Residency
Applying to the Non-Habitual Resident Tax Regime
€250
—
Taxes
NHR Dossier
Creation of a file containing NHR documentation
€1200
—
Taxes
NHR Recognition HAVA
Creation of a HAVA (High Added-Value Activity) file
€1200
—
Taxes
Support in Case of an Audit by a Chartered Accountant
Revision of documentation and assistance throughout the process
€150
—
Taxes
Ad-hoc Tax support
Other tax support not specifically foreseen in other items
€200
—
Taxes
Personal Income Tax Submission (IRS)
Personal income tax shall be filed between April 1st and June 30th of the following fiscal year
€500
—
Taxes
Renewal of Annual Tax Representation
Tax representation for foreign non-EU, Iceland, Lichtenstein or Norway residents is mandatory
€450
—
Taxes
Issuance of Invoice(s) - Freelancer/Independent Worker
Issuance of invoices as per client needs
€35
—
Taxes
Filing of Monthly VAT returns
Regular assistance in filing VAT monthly returns, which are mandatory.
€200
—
Taxes
Filing of Quarterly VAT returns
Regular assistance in filing VAT quarterly returns, which are mandatory
€200
—
Taxes
Filing of Social Security Statements
Regular assistance in filing Social Security statements, which are mandatory
€250
—
Taxes
Corporate Tax Consultation
An overview of the taxation and obligations in Portugal, considering the specific situation of the corporate client
€250
—
Taxes
Tax Assessment
Preparation of a study regarding the tax implications in Portugal
€3000
—
Taxes
Corporate Tax ID (NIPC) - Non-Resident Legal Person
The NIPC (Legal Person Tax ID) is mandatory
€500
—
Taxes
Corporate Tax Representation
The tax representative is the interface between the taxpayer and the Tax Authority
€1000
—
Tax Advice Team
Here are some of the experts in the Portuguese Tax System that will be helping you during your journey.