Simulation and planning tool. Results are NOT tax advice. Before filing, verify data with a certified TOC.

Required documents

All

  • •NIF (tax number)
  • •Senha de acesso ao Portal das Finanças
  • •Annual income statement

Cat A

  • •Recibo de Vencimento (pay slips)
  • •Retenção na fonte statement from employer
  • •SS contributions statement
  • •Professional dues

Cat B

  • •Recibos verdes (green receipts)
  • •Pagamentos por conta (advance payment receipts)
  • •SS contributions statement

Cat E/F

  • •Dividend/interest statements
  • •Rental contract (Cat F)
  • •Withheld tax statements

Cat G

  • •Broker statements
  • •Real estate purchase/sale documents
  • •Improvement expense receipts

Deductions

  • •e-Fatura receipts
  • •Medical institution statements
  • •Housing rental contract + RIAC
  • •Educational institution statements
  • •PPR contract
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