File Your IRS Tax Return in Portugal – By Yourself
A step-by-step video guide for expats who want to file their IRS declaration with clarity and confidence — without hiring an accountant.
Starting from just €49.99
Covers all income types
15 months access + 2026 update
Available in Ukrainian and English
Choose your plan
Go solo or get support. Pay all at once or split it in two.
Simple, flexible, and stress-free.
Just like your tax season should be.
Perfect if you want to file solo with full clarity. Simple videos, full walkthrough, zero stress.
Perfect if you want to file solo with full clarity. Simple videos, full walkthrough, zero stress.
🇺🇦 Want to buy the guide in Ukrainian? — Here it is!
What you get
Short, clear videos for every income type — watch only what applies to you
Full walkthrough of Modelo 3 and all relevant annexes (A, B, J, F, G, L...). Yes, all of them.
Explained in plain language — not tax-robot speak
Covers all income types: employment, freelance, NHR, crypto, rentals, dividends, and more.
Choose between two plans — with the option to pay in two installments for extra flexibility
No stress. No jargon. Just clarity.
This video guide is for:
Freelancers & Remote Workers
Whether you’re self-employed in Portugal or invoicing clients abroad, this guide shows you how to declare income under Category B — with or without green receipts.
From deductible expenses to social security, it's all covered.
NHR Holders & Foreign Income
Have NHR status or income from abroad?
We explain what’s exempt, what needs to be declared, and how to file it using Annex J and L — freelancers, remote workers, and employees alike.
Property and Crypto Owners & Investors
Earn rental income, sold crypto, or received dividends or royalties?
We walk you through Annexes F, G, and L — clearly and completely — whether you’re doing long-term letting, reporting capital gains or earning from intellectual property.
Employees, First-Time Filers & DIY-ers
Just earning a salary in Portugal? Or filing for the first time?
This guide walks you through Category A and the full Modelo 3 process — line by line — so you can file on your own without the €150 accountant fee.
What people are saying
“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
“It all begins with an idea. Maybe you want to launch a business.”
Monet Goode
“It all begins with an idea. Maybe you want to launch a business.”
Channing Lee
Meet the Expert
Hi! I’m Iryna Shkira — your cordial guide to Taxes & All Things Business in Portugal.
I’m a business mentor and tax advisor helping expats like you turn tax chaos into clear, confident strategy. With a Master’s in Monetary and Financial Economics from ISEG Lisbon and over 10 years of experience as a founder, consultant, and expat myself, I’ve helped countless entrepreneurs understand how to structure their business, what taxes they’ll actually pay — and how to keep more of what they earn.
Every year, I help dozens of clients file their IRS returns as a service — but I kept thinking:
What about the people who could do it themselves… if someone just explained it clearly?
That’s why together with my Portuguese accounting team, I created this guide — a step-by-step video resource for expats who want to file correctly, without the €150+ price tag.
It’s the guide I wish I had when I filed for the first time:
✔ clear,
✔ complete,
✔ and made for real people — not tax experts.
Now, it’s yours — so you can file with clarity, confidence, and calm.
Want to Know How Much IRS You’ll Pay?
I built a simple calculator to help you estimate your IRS tax based on your income type and amount — whether you’re employed, self-employed, have income abroad, or just starting out.
But if you’d like to stay one step ahead...
👉 Join my newsletter to get:
Updates on tax deadlines & fiscal changes in Portugal
Expert tips from lawyers, credit advisors, and real estate pros
Early access to new tools, templates, and resources for expats
It’s like having a personal guide to Portugal’s bureaucracy — in your inbox.
Occasionally, and only when it’s actually helpful.
want a little sneak peek?
Guide Content
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▸ What this guide covers
▸ What documents you need
▸ Who this guide is for
▸ How to navigate each section -
Anexo A – Employment Income (Category A) and Pensions (Category H)
▸ Income from salaried work in Portugal
▸ Pension income
▸ Joint declarations and dependent taxpayers
▸ Special deductions (unions, insurance, etc.) -
Anexo B – Self-Employment Income (Category B) and Ato Isolado
▸ Simplified regime vs. organized accounting
▸ Income codes and business types
▸ Professional and business expensesAnexo SS – Social Security for Self-Employed
▸ Who must submit it
▸ Declaring gross and taxable income
▸ Clients list and exemptions -
Anexo J – Foreign Income
▸ Work, pensions, rent, business abroad
▸ Double taxation and exemptions
▸ Countries and tax paid abroadAnexo L – NHR Residents (Non-Habitual Residents)
▸ High value-added activity income
▸ Tax rate options (20%, 10%, or progressive)
▸ Foreign-sourced income under NHR -
Anexo E – Investment and Capital Income (Category E)
▸ Dividends, interest, other financial income
▸ Income with or without withholding taxAnexo F – Rental Income (Category F)
▸ Residential/commercial leases
▸ Expenses and maintenance deductions
▸ Long-term lease benefits
Anexo G – Property Sales and Capital Gains
▸ Real estate or asset sales
▸ Reinvestment for exemption
▸ Calculating gains and allowable costs -
Anexo H – Deductions and Tax Benefits
▸ Education, health, rent, and PPR
▸ Alimony, mortgage, and dependents
▸ Voluntary contributions and family expenses -
Anexo I – Undivided Inheritance (Herança Indivisa)
▸ How to declare shared inheritance income
▸ Role of the head of household
▸ Allocation of income and deductionsAnexo D – Transparency Regime & Non-Resident Entities
▸ Offshore entities and transparent taxation
▸ Declaring foreign company income
▸ Social contributions and historical losses
FAQs
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No — the guide is available entirely in English and Ukrainian.
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Not at all. This guide is designed for first-timers and non-experts. Everything is explained simply and step by step.
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Every income category: freelance, employment, foreign income, crypto, rentals, dividends, capital gains, and more — plus all relevant annexes (A, B, J, F, G, L…).
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Yes — and you’ll get a free update for the 2026 tax year.
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If you choose the Guide + Q&A plan, you’ll get access to 4 live weekly support calls during the IRS season to ask your questions and get help.
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Yes — both plans are available with a 2-part payment option.
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You’ll have access for 15 months — plenty of time to rewatch or file again next year.
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Absolutely. The guide covers NHR-specific scenarios, including how to declare exempt income correctly and fill in Annexes J and L.
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Yes — for most people. This guide was designed so you don’t need to pay €150+ for help every year. But if you have a particularly complex case, you can always supplement it with personal advice.
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You’ll get a free update for the 2026 tax year, and we’ll update the guide to reflect any relevant changes in 2025–2026.
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If you need to file Annex C, it means you fall under the regime of organized accounting. In that case, Portuguese law requires you to have a certified accountant managing all your tax declarations — including your IRS return.
This guide is for individuals who can legally file their own return without an accountant. -
Nope! It’s for any expat in Portugal. The full guide is available in both English and Ukrainian.
Your tax return, done right — by you.
No panic. No jargon. Just the guide that shows you how.
Get in touch
Still have questions?
Send us a message — we’re happy to help and will get back to you as soon as possible.