Annual Tax Support
We look after your Portuguese tax for a year: we file your return, reply to your letters from the tax authority and answer your questions from your file.
For people living in Portugal whose tax needs recur: income or assets abroad, a regime such as IFICI or NHR, an adviser in another country, letters from the tax authority.
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We reply within 2 working days with the right service, its price and how to start.
Annual Tax Support · Change
Every year
- your Portuguese return, with its annexes and any income from abroad;
- your annual review, before the year-end decisions;
- replies to your letters from the tax authority, within the plan's scope;
- answers to your questions, from your file;
- coordination with your adviser in the other country;
- a call with your adviser when your case needs it.
A new question that needs new analysis becomes a project, with its fee agreed before we start.
How the year runs
- January. We send your calendar for the year and confirm your regime.
- February and March. We collect your documents, check the tax authority's pre-filled data and start your return.
- April to June. Your return is filed in the season, with the proof in your portal.
- July to September. Letters and questions as they come. If a sale, a move or another event is ahead, we plan it with you as a project.
- October to December. Your annual review, timed for the year-end decisions: when to sell, whether to change residence, when to take a pension lump sum.
- All year. We answer the tax authority's letters within the plan's scope by their deadlines.
The annual review
Each year we check your written position against what changed: your facts, your regime's conditions, new law and the deadlines ahead. If nothing material changed, you get a short note that says so. If something did, you get updated advice.
Working with your adviser abroad
If you want, we exchange what each side needs with your adviser abroad, so that both returns are consistent.
Not included: bookkeeping and company accounts; court cases (a lawyer); replies that argue a point of law (quoted separately, signed and filed by you); tax inspections; earlier years (a project); a second household; your returns in other countries.
What clients say
4.7 on Google from 43 reviewsI've been working with Telmo's team at Taxbordr — International Tax Advisors, Lda — for two years, and Carol has handled our filings throughout.
What I value most is that nothing is left half-finished. Our 2024 returns turned into a complicated case: while the matter was still being regularised, the Tax Authority created instalment plans on its own initiative, and the portal kept showing amounts with no real basis behind them. …
Great service, great responsiveness and professionalism. Reliable tax advisory and always available for any questions!
From Google, as published.
Guides on this
Questions
How is it different from the Tax Consultation?
The Tax Consultation answers one question, once, through a 30-minute call with your adviser and a follow-up memo. Annual Tax Support covers your Portuguese tax all year: the return, the letters, questions from your file and the annual review.
Can I join without a Tax Consultation?
You can join without one. If we have no earlier written position, the first review starts from your intake and your documents. A new question outside the scope of Annual Tax Support is quoted separately.
What happens after I join?
We confirm your identity, open your portal and ask for your documents there. Your calendar for the year follows.
Our team
If you have a question before you join, write to info@taxbordr.com or message us on WhatsApp.