Tax return for 2022 - Late Filing
One of our most popular services is helping expats file their annual tax returns.
We are often approached by expats who have been consulting high street accountants and received conflicting information.
The tax return form is confusing but is easy for a local accountant to fill. The challenge is in the classification of income.
Our tax return service is the only service designed specifically for dealing with taxes of expats under the NHR scheme, covering also taxes that do not fall under that scheme. It incorporates our interpretation of the most recent case law and dealing with common income streams of foreigners.
Our most common tax return and is meant for people with income streams that include income from work, profits, pension and investments.
The cost of our tax return service is a fixed fee of 700 Euros whether you are an individual or a couple filing together.
Who needs to file a tax return?
You need to file a tax return if you were a tax resident in Portugal during 2022.
You also need to file a tax return if you were not a tax resident but had income in Portugal (such as from a Property in Portugal).
Our tax return service includes:
- A consultation that helps you classify your income.
- Access to mytaxes.pt, our NHR calculator and tax return filing service.
- A review of your tax return by a tax lawyer.
- Uploading your return to the Finances website.
- Filing your return and reporting the filing.
Our tax return service does not include:
- Tax consultation prior to booking the service with us.
- Preparing taxes in countries other than Portugal. After much deliberation, we will not be offering a US tax filing service this year but we plan to do so next year.
- Review of your tax documents from other countries. We need to have your income figures from you, not a pile of documents.
- Uploading expenses - we feel that the benefit of expenses in Portugal is minimal and isn't worth the hassle, but you can do it yourself if you wish.
- Dealing with enquiries or disputes with the tax authorities. We do that, but it is not part of the price of the tax return.