Don’t Miss Key Tax Filing Dates in Portugal

As the tax season progresses in Portugal, it's essential for residents to stay informed about key deadlines to ensure full compliance and avoid any penalties. The team at INLIS Consulting Portugal is here to offer guidance and support in navigating your tax responsibilities.

Key Personal Tax Deadlines in Portugal

Stay compliant and avoid penalties with INLIS Consulting Portugal.

As the Portuguese tax season progresses, it's essential for new and existing residents to be aware of key deadlines to ensure full compliance and take advantage of available benefits. At INLIS Consulting Portugal, we’re here to guide you through the process and help you stay ahead of your obligations.

Applying for NHR (Non-Habitual Resident) Status

Applications for Portugal’s Non-Habitual Resident (NHR) regime must typically be submitted before 15 January of the year following the one in which you became a tax resident (Portugal’s tax year follows the calendar year).

This regime offers significant tax advantages to new residents, but the application process requires careful attention to detail. We strongly encourage you to contact INLIS Consulting Portugal as early as possible to assess your eligibility and ensure a timely application.

Don't miss this opportunity — contact us today for personalized support.

Other Important Personal Tax Deadlines in Portugal:

IRS (Personal Income Tax) Declaration

The IRS declaration (Imposto sobre o Rendimento das Pessoas Singulares) must be submitted by 30 June of the year following the tax year. This declaration covers all income earned during the previous calendar year.

Be sure to prepare in advance by collecting:

• Income statements (Portuguese and foreign sources)

• Invoices and receipts for deductible expenses

• Relevant bank documentation

Validating Invoices on e-Fatura

To benefit from tax deductions on healthcare, education, rent, gym memberships, and more, you must validate all relevant invoices on the e-Fatura portal by 25 February of the following year. This is essential to reduce your taxable income.

IMI (Municipal Property Tax)

If you own property in Portugal, your IMI payment deadlines depend on the total amount due:

• €100 or less: Full payment due by 31 May

• €100 to €500: Pay in two instalments — by 31 May and 30 November

• €500 or more: Pay in three instalments — by 31 May, 31 August, and 30 November

Make sure to check your IMI amount and schedule payments accordingly to avoid interest or penalties.

Social Security Contributions (for Self-Employed Individuals)

If you're self-employed, you may be subject to monthly social security contributions after your first year of exemption. You must also submit a quarterly income declaration to Social Security.

For more details or assistance with your social security obligations, reach out to us.

Need help managing your taxes in Portugal?INLIS Consulting Portugal offers expert guidance to help residents and freelancers navigate the Portuguese tax system with confidence.

Contact us today to ensure your taxes are in order and take advantage of every benefit available to you.