01
Corporate Income Tax
Support with annual IRC return preparation and
submission.
Rua do Conde Redondo, No. 22, Braga, Portugal
+351 911 039 258
Info@xeeconsulting.com
About Us
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Portugal Tax Consultancy
Expert Tax Planning for
Life & Business in Portugal
Portugal continues to attract foreign residents,
remote workers and entrepreneurs, but its tax system
has real complexity underneath the appeal.
Getting your tax setup wrong can cost more than expected
and may create problems that continue for years.
XEE Consulting connects clients with licensed Portuguese
tax professionals who can help structure residency,
income and business filings correctly from the beginning.
Whether you’re assessing a special tax regime,
registering a company or simply trying to understand
what you may owe and where, our tax consultancy service
is designed to remove unnecessary guesswork.
01
NHR & IFICI
Tax regime assessment
02
Corporate Tax
Business filing and compliance
03
Cross-Border Income
International income planning
04
Ongoing Compliance
Filing and deadline support
Plan Before You Move
Why Tax Planning Matters When Moving to Portugal
Portugal taxes residents differently from non-residents,
and the treatment can depend on where your income comes
from, your residence position and the type of income
involved.
Paying More Than Necessary
Missing an available tax regime or planning
opportunity can increase your overall liability.
Double Taxation
Foreign income may create tax obligations in more
than one country if treaty treatment is not
properly understood.
Missed Filing Deadlines
Late filings can result in penalties, interest
and additional administrative work.
Losing Access to Incentives
Some tax regimes and incentives depend on
eligibility requirements and application timing.
Tax planning should begin before relocation.
Waiting until after you move can limit the options
available to you and make your first Portuguese tax
year harder to organise.
Individual Tax Planning
Portugal NHR & IFICI Tax Regimes
Portugal’s Non-Habitual Resident regime was one of
the country’s best-known tax incentives. New NHR
applications closed at the end of 2023, while
transitional rules may remain relevant for some
taxpayers.
A successor framework, IFICI, sometimes referred to
as “NHR 2.0”, may be relevant to certain qualified
professionals, researchers and eligible activities.
Who this can be relevant for
Remote workers, retirees with foreign pensions,
qualified professionals and people relocating
with significant foreign-sourced income.
01
NHR Transitional Rules
Assess whether your circumstances may still
qualify under relevant transitional provisions.
02
IFICI Eligibility
Review whether your profession, activity or
circumstances may fall within the successor regime.
03
Foreign Income Review
Understand the possible treatment of salary,
pensions, dividends, investments and capital gains.
04
Application Support
Prepare the relevant application and supporting
documentation within applicable deadlines.
05
Error Prevention
Review documentation and timing to reduce
avoidable delays or rejected applications.
Business Tax Compliance
Portugal Corporate Tax Filing
Running a company in Portugal creates ongoing tax and
reporting obligations that extend well beyond one
annual return.
Corporate Income Tax
02
Effective Tax Rate Review
Review of applicable corporate rates, including
relevant SME or regional treatment where applicable.
03
VAT Registration & Filing
Support with IVA registration and periodic filing
obligations.
04
Withholding Tax
Review of withholding requirements relating to
employees, directors and relevant payments.
05
IES Reporting
Coordination of the annual Informação Empresarial
Simplificada reporting requirement.
06
Bookkeeping Coordination
Align bookkeeping and tax filings so information
remains consistent at year-end.
07
Deadline Tracking
Keep key filing dates organised to reduce the risk
of late penalties and interest.
Who this is for:
Business owners who have registered a company in Portugal
and need ongoing accounting and compliant tax management,
including businesses established through our Company
Registration service.
Beyond Annual Filing
Portugal Financial Advisory
Tax filing is only one part of managing your finances
after moving to Portugal. Cross-border income and assets
often require a broader view.
01
Income Structure
Review how income is received through salary,
dividends or freelance activity and how those
structures may affect taxation.
02
Foreign Investments & Pensions
Review foreign investments, pensions and other
assets for potential Portuguese tax exposure.
03
Double Taxation Treaties
Consider the interaction between Portuguese tax
rules and relevant agreements with your home country.
04
Foreign Accounts & Assets
Guidance on reporting obligations that may apply
to foreign bank accounts or assets.
05
Annual Tax Reviews
Revisit your tax position as income, residency
status or business circumstances change.
06
International Advisor Coordination
Coordinate where appropriate with your existing
accountant or financial advisor outside Portugal.
Who this is for:
Individuals with cross-border income, pensions, investments
or assets who want an ongoing financial strategy rather than
only a once-a-year tax filing.
Clear Tax Planning
How It Works
The process starts by understanding your residency,
income and business position before determining which
registrations, regimes and filings are relevant.
01
Initial Consultation
We review your residency status, income sources,
business interests and overall goals.
02
Regime Assessment
We assess whether NHR transitional rules,
IFICI or the standard Portuguese tax framework
is relevant to your situation.
03
Application & Registration
Relevant applications, registrations and
supporting filings are prepared for the
appropriate authorities.
04
Ongoing Compliance
Annual filings, deadlines and adjustments are
reviewed as your residency, income or business
position evolves.
Common Questions
Frequently Asked Questions
Is NHR still available in Portugal?
New NHR applications closed at the end of
2023. Transitional provisions may still be
relevant for some taxpayers, while IFICI
may be relevant depending on profession,
activity and eligibility.
Do I need a Portuguese accountant if I already have one abroad?
Portuguese companies require appropriate local
accounting support for their Portuguese filing
obligations. Where useful, that professional
can coordinate with your existing accountant
or advisor abroad so information remains aligned.
What happens if I miss a tax filing deadline in Portugal?
Late filings can result in penalties and
interest. Ongoing compliance support is intended
to keep relevant deadlines organised and reduce
avoidable late-filing issues.
Can I get tax advice before I officially move to Portugal?
Yes. In many cases it is better to review the
tax position before relocation, particularly
where eligibility for a tax regime, foreign
income or the timing of residency may matter.
Portugal Tax Planning
Ready to Get Your Portuguese Tax Setup Right From the Start?
Speak with XEE Consulting about your residency,
foreign income, business activity, NHR or IFICI
eligibility and ongoing Portuguese tax obligations.