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Annual Portugal tax return filing workflow for expats

Annual Portugal Tax Return (Expats)

Portugal filing gets complex when foreign income, multiple source countries, or prior-year continuity issues are involved. This service executes your annual IRS/Modelo 3 return with a defined scope and review workflow.

  • Filing scope and data validation before preparation starts.
  • Return preparation with in-scope foreign-income handling.
  • Client review checkpoint before submission and evidence handoff.
Founder-led
Expat filing workflow
Fixed scope + tiered pricing
Submission evidence

Is This for You?

This service fits if you:

Need a clear review-and-signoff process before submission.

Want filing continuity notes to reduce next-year rework.

Prefer fixed-scope delivery instead of open-ended billing.


Not a Fit If...

This service is not the best fit if you:


If you are unsure which filing scope applies, start with Tax Starting Point.

What's Included

You receive the following fixed-scope filing outputs:

  • Filing scope and data validation: confirmation of required forms, annexes, and supporting records.
  • IRS/Modelo 3 preparation: complete return preparation within agreed complexity tier.
  • In-scope foreign-income handling: foreign-source income treatment inside Portuguese filing scope.
  • Structured client review pass: draft review before submission so key assumptions are confirmed.
  • Submission evidence pack: records of what was filed and when.
  • Continuity notes: key assumptions and carry-forward notes for next filing cycle.

This structure is designed to reduce correction risk and increase year-over-year consistency.

What's Not Included

The service does not include:

  • Home-country return preparation or filing.
  • Ongoing multi-country coordination across advisors.
  • IFICI application submission.
  • Immigration legal support.
  • Litigation or tax-court representation.

If cross-border alignment is required, that is scoped separately through Cross-Border Tax Coordination.

Typical timeline is 2-6 weeks during filing season, depending on document completeness and complexity.
Step 1

Intake and tier assignment (Week 1)

We confirm filing profile, document readiness, and complexity tier.
Intake and tier assignment step
Step 1
Step 2

Preparation and internal QA (Weeks 1-3)

We prepare the return and run technical checks before client review.
Return preparation and internal QA step
Step 2
Step 3

Client review and signoff (Weeks 2-4)

You review key assumptions and approve before submission.
Client review and signoff step
Step 3
Step 4

Submission and evidence handoff (Weeks 3-6)

We submit and provide your filing evidence package and continuity notes.
Submission and evidence handoff step
Step 4

Process + Timeline

From EUR 795
Complexity tiers
Complexity tiers (guide pricing):
Tier 1: from EUR 795
Tier 2: from EUR 1,195
Tier 3: from EUR 1,595
Final tier is confirmed before work starts.
Number of source countries
Income category mix
Schedule and annex volume
Prior-year continuity and correction exposure
Final tier is confirmed before work starts.

Frequently Asked Questions

 

 

Is this suitable for first-time Portugal filers?

Yes. First-time and repeat filers are supported through tiered scope.

Do you prepare my home-country return too?
Can this include treaty-position alignment with another advisor?
How is my tier decided?
What if my profile changes mid-engagement?
How quickly can this be delivered?
Do I get proof of submission?
What if I am not sure this is the right service yet?
What information quality helps keep the timeline on track?
Can I keep my existing accountant while using this service?
How do you handle scope changes discovered mid-engagement?
What is the practical output after this service is complete?
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Founder/Approach

Taxbordr runs filing as an execution discipline: scope first, preparation second, submission last. The service separates filing execution from broader coordination so responsibilities stay clear and quality stays consistent across cycles.

In practice, this means we treat every engagement as a controlled workflow. We define the decision boundary, lock assumptions, and document any exception path before work expands. Clients get predictable outputs because scope is designed first and delivery follows that design. This reduces rework, avoids contradictory advisor instructions, and keeps later filing or application work anchored to one written baseline instead of fragmented verbal guidance.

Quality control is built into each stage. We separate fact capture from conclusion, keep assumptions explicit, and confirm decision points before downstream execution begins. When third parties are involved, we issue handoff-ready notes so each party works from the same baseline. This prevents the common pattern where one advisor optimizes for local filing convenience while creating unresolved exposure elsewhere. We also preserve an audit trail of key choices, so if facts change later, updates can be scoped quickly without rebuilding the full engagement from scratch.

Commercially, this model also protects clients from hidden escalation. The baseline scope is visible up front, exclusions are explicit, and any expansion is approved before work changes. That structure matters in cross-border tax because uncertainty is normal, but uncontrolled uncertainty is expensive. By forcing scope clarity at each checkpoint, the engagement stays defensible, timelines stay realistic, and handoffs remain usable for filing and compliance teams.

Related Services

Execute your annual Portugal return with clear scope, review control, and documented submission.

Taxbordr provides tax advisory and filing services for Portugal scope. This page does not provide legal or immigration advice and does not guarantee specific outcomes.

Results depend on personal facts, applicable law, and authority decisions.