Annual IRS Tax Return Filing - PT Income Only
We prepare and file your Portuguese IRS annual tax return (Modelo 3 + relevant annexes) for income earned in Portugal only—accurately, on time, and in plain language. We check eligible deductions/credits and give you a clear results summary.
Have income outside Portugal? Please book our “IRS Tax Return — PT + Foreign Income” service instead.
What you get (deliverables):
Prepared IRS return for Portugal-sourced income only (employment, PT self-employment/ENI, PT pensions, PT rentals, PT investments where in-scope)
Electronic submission to Finanças
Filing proof/receipt for your records
One-page results summary: tax due/refund, key drivers, and simple tips for next year
Timeline: Draft delivered within 5–10 business days after we receive complete information.
Declarative period: April 1 – June 30 (each tax year).
Prerequisites: Annual income documents for Portugal only (salary statements, Recibos Verdes summary, rent/investment statements, e-Fatura receipts for deductions), Portal das Finanças access, and basic personal details (marital status, dependents).
Not included:
Any foreign income (book “IRS — PT + Foreign Income”)
Complex capital gains/crypto, corporate filings, or formal tax planning (ask for an add-on/custom quote if needed)
How it works (step-by-step):
Intake: Upload your PT income docs via our secure link (or book a 15–20 min handover).
Review & prepare: We classify income, validate deductions/credits, and draft your Modelo 3.
Confirm: You review the draft figures and our notes.
File: We submit electronically and send filing proof + payment/refund guidance.
Next steps: Short checklist to keep receipts and optimise next year.
After purchase: Within 24 hours you’ll receive a link to book your kickoff (or complete the intake) and an upload checklist so we can start immediately.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
Quarterly Social Security Filing (ENI)
ENI Monthly Compliance Support
We prepare and file your Portuguese IRS annual tax return (Modelo 3 + relevant annexes) for income earned in Portugal only—accurately, on time, and in plain language. We check eligible deductions/credits and give you a clear results summary.
Have income outside Portugal? Please book our “IRS Tax Return — PT + Foreign Income” service instead.
What you get (deliverables):
Prepared IRS return for Portugal-sourced income only (employment, PT self-employment/ENI, PT pensions, PT rentals, PT investments where in-scope)
Electronic submission to Finanças
Filing proof/receipt for your records
One-page results summary: tax due/refund, key drivers, and simple tips for next year
Timeline: Draft delivered within 5–10 business days after we receive complete information.
Declarative period: April 1 – June 30 (each tax year).
Prerequisites: Annual income documents for Portugal only (salary statements, Recibos Verdes summary, rent/investment statements, e-Fatura receipts for deductions), Portal das Finanças access, and basic personal details (marital status, dependents).
Not included:
Any foreign income (book “IRS — PT + Foreign Income”)
Complex capital gains/crypto, corporate filings, or formal tax planning (ask for an add-on/custom quote if needed)
How it works (step-by-step):
Intake: Upload your PT income docs via our secure link (or book a 15–20 min handover).
Review & prepare: We classify income, validate deductions/credits, and draft your Modelo 3.
Confirm: You review the draft figures and our notes.
File: We submit electronically and send filing proof + payment/refund guidance.
Next steps: Short checklist to keep receipts and optimise next year.
After purchase: Within 24 hours you’ll receive a link to book your kickoff (or complete the intake) and an upload checklist so we can start immediately.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
Quarterly Social Security Filing (ENI)
ENI Monthly Compliance Support