Navigate Portuguese tax with confidence
Book your 30-minute private video call now, with a Portuguese tax specialist.
We believe that selecting the right tax services firm is paramount to the financial success! Get clear, practical guidance on your tax situation — no generic advice, no sales pitch.
You’re welcome to bring your CPA or other advisor if you want a coordinated discussion.
our services
IFICI (NHR 20.) Request
Read More
Portugal replaced the former Non-Habitual Resident (NHR) regime with a new tax incentive framework for scientific research and innovation — IFICI (NHR 2.0) — effective from 1 January 2024.
This regime applies to researchers and highly qualified professionals who have not been Portuguese tax residents in the previous five years and who are now establishing tax residency in Portugal.
Eligible individuals benefit from:
- A 20% flat IRS rate on employment income from qualifying activities
- exemption on most foreign-sourced income, subject to specific exclusions
- a 10-year benefit period, starting from the year Portuguese tax residency is established
Whether you are applying for a qualified role in Portugal or planning to set up your own business in the country, this service covers the full assessment and application process for the IFICI (NHR 2.0) regime.
Where applicable, the service can optionally include the full company incorporation and business setup process in Portugal, as part of a single coordinated service.
Portuguese Personal Income Tax
Read More
This service includes the preparation and submission of the annual Portuguese personal income tax return (Modelo 3).
We assess your tax residence status, including the 183-day rule and habitual home criteria, and review each category of income to determine which annexes are required.
We handle the complete Modelo 3 and the relevant annexes, including Annex J for foreign-source income, and submit the return within the standard filing period from April to June.
We also review the deductions and tax reliefs available, including the application of foreign tax credits under double taxation treaties where relevant. This service is intended for both residents and non-residents who want to ensure full tax compliance in Portugal without unexpected issues.
Coordinated Portuguese tax filing service
Read More
For clients with tax obligations in more than one country, Vaült offers a coordinated Portuguese personal income tax return service.
We work alongside your accountant abroad to align the Portuguese tax return with your obligations in other jurisdictions, ensuring consistency across filings and helping to prevent improper double taxation.
We review the relevant tax treaties, apply foreign tax credits where available, and prepare Modelo 3 together with Annex J for foreign-source income.
Where necessary, we can also request an extension of the Portuguese filing deadline until 31 December of the year following the year in which the income was received. We coordinate deadlines and supporting documentation throughout the process, helping to avoid duplication and repeated information requests. This service is particularly suitable for expatriates with complex cross-border income.
taxes made
simple
Calm advice for complex international lives
Need help?
We'll get you a personal adviser.
What does Vault actually do?
We provide tax support for expatriates in Portugal: Portuguese personal income tax (IRS), tax residency timing, international income analysis, tax treaty relief from double taxation, IFICI (NHR 2) assessment, and coordination with foreign CPAs/accountants or financial advisors.
How does the 30-minute online tax consultation work?
A focused 1:1 video consultation. We review tax residency position and timing, your income streams (Portugal vs foreign), tax impacts in Portugal, and filing obligations (e.g., Modelo 3 / Annex J). You leave with clear answers and a short action plan.
Can you confirm when I become a Portuguese tax resident and what it changes?
Yes. We determine your Portuguese tax residency position under the legal rules (including the relevant dates and supporting facts). We also explain the practical reality of how these cases are typically handled in day-to-day interactions with the Portuguese Tax Authority.
I will work remotely for a foreign company. How am I taxed in Portugal?
It depends on your setup (employee, self-employed, or company). We provide guidance on the best options covering also social security liability.
I have passive income (dividends, interest, rentals, capital gains). What happens in Portugal?
As a resident, you must report your global income. We review each income type, how it should be reported under Portuguese rules and how to avoid double taxation.
I’m self-employed (freelancer) or starting activity in Portugal. Can you help?
Yes. We set up the correct framework: Category B, regime choice, withholding, VAT triggers, social security and ongoing obligations. When relevant, we compare self-employment vs a company structure.
Do you run tax simulations before I decide or before year-end?
Yes. We run IRS simulations and scenario comparisons: residency timing, income structure, asset sales, contractor vs employee setup, distributions, etc. This is especially useful before major moves or year-end decisions.
Do you handle IFICI (NHR 2.0) applications — and company setup if needed?
Yes. We assess eligibility, activity/role qualification, and prepare and submit the IFICI (NHR 2.0) request. We can also include Portugal company incorporation and business setup as part of one coordinated service.
How do you handle data security and privacy?
We take confidentiality seriously. We use secure, access-controlled software and document-sharing tools that are compliant with high-standard data management and privacy requirements. Your files are exchanged through encrypted systems, with restricted access and audit trails.
Your successful cross-border tax planning
Get in touch for advice.
Your safety first, without exception.
