Portugal IRS 2025 filing (Modelo 3), handled end-to-end
Led by Telmo Ramos, member of Ordem dos Economistas (No. 16379), with Big 4 background at KPMG Luxembourg and EY Lisbon.
Portugal-Only Filing
From €500
+ VAT where applicable
- ✓ Full Modelo 3 preparation and filing
- ✓ Foreign income annexes (Anexo J) where applicable
- ✓ e-Fatura validation
- ✓ Plain-English summary of reporting positions
- ✓ Filing confirmation with key figures
No U.S. filing obligations? This is the right option.
Portugal + U.S. Coordination
From €1,200
+ VAT where applicable
- ✓ Everything in Portugal-Only, plus:
- ✓ Coordinated Portugal and U.S. federal return preparation
- ✓ FBAR (FinCEN Form 114) where required
- ✓ Treaty position alignment across both filings
- ✓ Mismatch and double-reporting review
U.S. state returns not included.
* Scope and deliverables are confirmed in writing before work begins. VAT (if applicable) is calculated at invoicing based on your invoicing details.
1 No U.S. filing obligations? Choose this option. No U.S. questions will appear.
2 If you indicate U.S. obligations in the intake, you will be guided to the right option.
Why Portugal IRS filing with foreign income isn’t DIY-friendly
If you have income from outside Portugal (employment, pensions, investments, rentals, or capital gains), the correct annexes (for example, Anexo J) and consistent reporting choices matter. Small mistakes can trigger delays, inquiries, or missed deductions.
We translate your cross-border facts into a correct, timely filing, with clear boundaries and a defined scope.
Foreign income (Anexo J)
Correct categorization and supporting detail to reduce follow-up requests
Special regimes (e.g., NHR / IFICI)
Correct annexing and disclosure positions where applicable
Capital gains & crypto
Clear classification and consistent reporting treatment across categories
Key dates for 2025 income (filed in 2026)
Filing window
Portuguese IRS (Modelo 3) for 2025 income is submitted online during this window via the Portal das Finanças.
Refund/payment timing (typical legal deadline)
For returns filed within the deadline, the tax authority timeline indicates refunds (if any) and payment should be processed by this date, subject to review/processing.
What’s included
✅ Intake review + clear document checklist
✅ Annex selection and completion based on your fact pattern (including foreign income annexes where applicable)
✅ e-Fatura validation and reconciliation
✅ Draft preparation + a plain-English summary of key reporting positions
✅ Submission via Portal das Finanças after you approve, with filing confirmation and key figures
✅ Reasonable clarification loop to finalize the draft (no surprise work without surfacing options)
Standard turnaround: 10 business days from complete document receipt.
What’s not included
(unless separately scoped)
❌ Audit representation, litigation, or disputes with the tax authority
❌ Complex multi-entity or multi-jurisdiction business structures
❌ Large-volume trading / highly complex capital gains computations beyond standard scope
❌ Non-standard international reporting that requires separate technical scoping
❌ U.S. state returns (for the coordinated option)
Prefer coordinated filing? Add Portugal + U.S. (optional)
If you have U.S. filing obligations, coordinated preparation reduces mismatches and double-reporting risk across filings. The intake will only show U.S. questions if you indicate U.S. obligations.
FBAR (FinCEN Form 114)
Generally due April 15, with an automatic extension to October 15.
We do not collect SSN/ITIN in the public intake
Sensitive identifiers are collected only after payment via secure upload.
U.S. coordination
Does not include U.S. state returns
How it works
We confirm scope + checklist
We review your inputs and confirm what’s needed to file correctly. If anything is outside standard scope, we’ll surface options before proceeding.
Draft + summary for approval
You receive a draft and a clear summary of what we’re filing and the key reporting positions.
File via Portal das Finanças
We submit after your approval, within the official window, and provide proof of submission.
Frequently Asked Questions
The intake screens for this. If you indicate U.S. obligations, you’ll be offered the option to add U.S. coordination before payment.