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Latest News

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specific “IRS” debts payable in instalments The 2016 Budget permits “IRS” debts under €5,000 to be paid in instalments without collateral, doubling the previous limit. The number of... Read more
Foreign expenses for IRS once again deductible Spending on health, education and training, costs of real estate and homes outside the EU or EEA are once again admissible. Foreign expenditures... Read more
AT to streamline Non-Habitual Residence applications Finanças is preparing a new feature for those applying for Non-Habitual Residence.  According to the Diário de Noticias, applications ... Read more
Long-term Rentals and VAT According to AT, in the case of the lease of a property without furniture or fixtures (“bare walls”), VAT exemption applies. However, the rental is... Read more
Electronic Registration for the Non-Habitual Residents The Portuguese Tax Authority has introduced a simplified online registration system for the Non-Habitual Resident Regime available through the AT... Read more
Owners in historical districts to pay “IMI” Amongst confusion in the interpretation of the law governing the collection of property tax in UNESCO classified world heritage areas, the Minister... Read more
Criminal record now available online Citizens can now request their criminal record online. This is one of the essential documents for foreigners who are seeking Portuguese... Read more
Cohabiting couples no longer require the same fiscal address Couples who live together no longer need to prove the same tax address for tax authorities to recognize their cohabitation. Finanças now accepts... Read more
Municipalities can request IMI re-evaluations Another change in IMI evaluations comes with the possibility of municipalities to solicit a re-evaluation for IMI purposes.  This procedure... Read more
IMI elements altered The view as well as the solar exposure now have more weight in the formula that calculates the property value and the IMI (property rates) to pay.... Read more
CRS moves ahead For tax residents in Portugal with investments abroad, foreign tax authorities will gather information on balances and interest of all financial... Read more
New tax on luxury properties As part of the 2017 Budget proposals, those owning real estate with a rateable value over €500,000 will have an additional tax to pay.  The... Read more
Sole Traders: Social Security deductions based on net income Under the Simplified Regime, Social Security deductions are to be based on net taxable income after application of the appropriate coefficient, not... Read more
State Budget 2017: IRS bill to be lower The proposed reduction in the “IRS” surcharge will result in a lowering total personal income tax due by taxpayers in 2017. The State Budget... Read more
IRS declaration becomes automatic in 2017 The Finanças web site will offer an automatic income declaration option for taxpayers to confirm the pre-completed tax information. Over the next... Read more
OE 2017 - Tax increase for Local Lodging Proposed in the 2017 State Budget is a tax increase on Local Lodging from 15% to 35% (net value 3,75% to 8.75%) of turnover from short-term holiday... Read more
New supplementary property tax (AIMI) An added assessment, dubbed "Additional Municipal Property Tax (AIMI), will cover the entire ratable value (VPT) with an exemption on the first... Read more
Additional IMI to benefit properties above €1,000,000 Owners of buildings with ratable values over one million euros should pay less overall tax in 2017 than last year, even with the proposed increase... Read more
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  • Fiscal & Expatriate Services
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