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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