IRS - Portuguese Personal Income Tax

Register for your IRS application now

Do you qualify as a tax resident in Portugal (living 183+ days per year or having habitual residence)?

First Name:

Last Name:

Email:

Phone:

Choose your marital status:

Do you have children under 25 year old (studying without incomes) in your household?

Do you care for elderly relatives in your home or in a nursing home?

Would you like to file your IRS declaration jointly with your spouse or partner?

Did you have any changes in your household in the last year?
(such as marriage, divorce, birth or adoption of a child, a dependent becoming independent, etc.)

Are you currently under a special tax regime in Portugal (such as NHR or IFICI)?

Select your income source

	Category A – Employment income (salary, wages)
	Category B – Self-employment / Freelance activity (recibos verdes)
	Category D – Intellectual property / Royalties / Authors’ rights
	Category E – Capital income (interest, dividends, investments)
	Category F – Real estate income (rental income from property)
	Category G – Capital gains (sale of property, shares, crypto, or other assets)
	Category H – Pensions (domestic or foreign)
	Category J – Foreign income (applicable to any income category A – H if sourced abroad)
	Other income

Deductions and Eligible Expenses
Please indicate which types of expenses you wish to include for IRS deductions:

	Healthcare expenses / Health insurance
	Healthcare expenses / Health insurance
	Payments of membership fees to professional Portuguese organizations (e.g., Ordens such as Ordem dos Médicos, Ordem dos Advogados, Ordem dos Enfermeiros; Sindicatos such as Sindicato dos Professores, Sindicato dos Trabalhadores da Função Pública, etc.)
	Registered rental contract
	Mortgage contract for a permanent residence in Portugal signed before 01/01/2012
	Retirement / Pension Savings Plan contributions

Were these expenses already validated in the e-Fatura portal?

If not, would you like us to handle the validation process for you?
(This must be completed before the annual IRS deadline for invoice validation, which is February 25 each year for the previous tax year.)

Did you paid Alimony/Child Support?
(These payments are accepted if they have been ordered by a court.)

Did you made Donations to Charities?

	I agree to the processing of my personal data and to be contacted for follow-up purposes. To complete your IRS declaration, we will later need additional personal details such as: NIF (yours, spouse/partner and dependents if applicable) IBAN (for potential tax refunds) Access password to the Portuguese Tax Portal (Portal das Finanças) Spouse or partner information (if filing jointly) Dependent details (name, NIF, date of birth, etc.) For GDPR and security reasons, we do not collect this information through the online form. Once we review your submission, we will contact you securely and request these details using a protected method (encrypted email or other secure channel).
	I hereby authorize the processing of my personal data strictly for the purposes of assessing my tax position, preparing my IRS declaration, and performing any actions reasonably required for such services. I also consent to being contacted for follow-up or the provision of further documentation. I understand that any sensitive or confidential data will be requested and transmitted securely, and processed in accordance with the GDPR and all relevant data protection regulations.
	Important note on sensitive personal data To complete your IRS declaration, we will later need additional personal details such as: NIF (yours, spouse/partner and dependents if applicable) IBAN (for potential tax refunds) Access password to the Portuguese Tax Portal (Portal das Finanças) Spouse or partner information (if filing jointly) Dependent details (name, NIF, date of birth, etc.) For GDPR and security reasons, we do not collect this information through the online form. Once we review your submission, we will contact you securely and request these details using a protected method (encrypted email or other secure channel). Please do not enter or send any passwords through this form. Security Recommendation After your IRS declaration is submitted on your behalf, we strongly recommend changing your Portal das Finanças password as a best security practice.

Portuguese Income Tax Return

Living in Portugal as an expat or foreign resident is exciting, but it comes with responsibilities. One of the most important is the IRS, the annual personal income tax declaration. Filing your IRS keeps you compliant with Portuguese law and ensures you don’t miss out on potential refunds and deductions for housing, healthcare, education, family, insurance, and more.

Why File with Conta Plena?

When you file with us, you can:

✔️ Avoid mistakes and missed deductions
✔️ Save time and effort
✔️ Ensure your declaration is submitted correctly and on time
✔️ Maximize your refund or reduce your tax owed

We handle the complexity so you can focus on living in Portugal, not paperwork.

Who Needs to File?

You should submit an IRS declaration if you:

Are a tax resident in Portugal, regardless of where your income comes from
Are a non-resident earning income in Portugal (rentals, work, freelance)
Even if you had no income, filing may still be required or beneficial (e.g., joint filing, dependents, previous IRS credits)

Key Deadlines

Verification (e-Fatura): Confirm invoices to ensure all eligible deductions are counted (medical, education, family expenses).
Filing Period: 1 April – 30 June (for income from the previous year; e.g., 2026 declaration covers 2025 income).
Refunds: Usually processed within 15 – 60 days after submission.

Ready to File?

Skip the stress, start your IRS declaration in the form on the right. With Conta Plena, filing your IRS is simple, accurate, and tailored to expats and foreign residents.