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

Resident vs. Non-resident

Residency is determined on December 31 of the tax year.

Residency criteria

  • Spent more than 183 days in Portugal in the year
  • Have housing in Portugal on December 31 as habitual residence

Consequences

Resident

  • Worldwide income taxed
  • Progressive rates
  • 50% exclusion on real estate
  • All deductions available

Non-resident

  • Only PT-source income
  • Rate 25% (Cat A) or 28% (E/F/G)
  • EU/EEA non-residents may choose resident rules
  • 50% exclusion on real estate — for EU/EEA
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