Taxation.

For businesses

Small and Medium Enterprises can benefit from lower corporate tax rates as well as tax incentives that change from year to year with State Budgets - a trend that looks set to stay. Being aware of legislative changes and carefully studying the available taxation options can result in significant tax savings. It's our mission! Tax minimisation is the key to generating inward investment and long-term growth.

For Individuals

Preparation and submission of the annual personal income tax return (IRS). Advice for those moving to Portugal: the tax incentive for scientific research and innovation (IFICI), which has replaced the non-habitual resident (NHR) scheme for new residents, and the scheme for former residents (the ‘Regressar’ Programme). Advice on the IRS Jovem. Advice on double taxation agreements to prevent double taxation of income earned in Portugal by non-residents.

For Self-Employed Workers

Scope and applicability of the simplified scheme for determining the taxable amount. Proactive monitoring of the thresholds for maintaining or changing the tax regime. Compliance with ancillary obligations regarding recurring Social Security declarations and the completion of the annual income tax return, together with the relevant annexes applicable to self-employed persons.

Inheritances and Transfers

Onerous and Gratuitous transfers of assets, and respective reporting obligations. Stamp duty. Classification of the objective and subjective incidence of the tax.
Framework of exemptions for gratuitous transfers. Determining the value of movable and immovable property.

What we do.

Periodic VAT returns and choosing the right VAT regime.
Corporate income tax return (IRC, Modelo 22), payments on account and municipal surcharge (derrama).
IRS returns for individuals and the self-employed.
Assessment and monitoring of the simplified regime.
IMT, IMI and Stamp Duty on purchases, sales and inheritances.
Tax benefits and special schemes, such as the IFICI and the IRS Jovem.
Replies to notices, requests for clarification and complaints with the Tax Authority (AT).

Need a customised solution?

In accounting, tax or HR management, consultants who understand your business.

How can we help?

Areas of activity

We like to work with a wide variety of service companies.

We support a wide range of businesses, from services to industry.

Years of experience

25

Links

1,6K

Countries served

14

Exceptional Customer Resources.

Digital Archive

Document transfer process through an exclusive platform.

24/7 access

Access your documents 24/7, via the web or your mobile device.

Videocall

Greater convenience. Be with us, whenever you want, without coming to us.

HR Management

Set of exclusive tools to streamline HR management.

Tax services for businesses and individuals

Who is it for?

Companies, self-employed individuals, private individuals with income in Portugal or abroad, those moving to live in Portugal, and non-residents with property or income in the country. We monitor your tax obligations throughout the year, not just at tax return time.

Free tools

See the tax calendar with the deadlines for the coming months, and run the numbers with our Simulators for IRS, IRS Jovem and capital gains on property.

Frequently asked questions

When do I have to file my IRS return?

The IRS return (Modelo 3) is filed between 1 April and 30 June of the year after the income was received.

Is automatic IRS (IRS Automático) right for me?

It suits many people, but not everyone, and accepting the automatic return without checking it can mean losing deductions. We review your situation before you confirm it.

I’m moving to Portugal. What tax regime applies?

It depends on your profession, age and the source of your income. There are schemes such as the IFICI, for certain eligible activities, and the IRS Jovem. We’ll look into your situation before you move, as some applications have deadlines.

I’ve sold a property. Do I have to pay capital gains tax?

As a rule, yes, under IRS. There are exclusions, such as reinvesting in your own permanent home. You can get an estimate with the capital gains simulator.