What Is Included
You receive schedules for the assets included in the engagement and notes explaining how they are used in the return.
Identification of the assets, transactions and records covered.
Preparation of the agreed equity-compensation, crypto or rental schedules.
Links between the schedules and the active filing or coordination work.
Records of acquisition values, depreciation and prior treatment relevant to future years.
How This Fits With Your Other Taxbordr Work
The schedule workflow integrates directly with the parent core service
Equity Schedules
Vesting dates, grant prices, and market values at vest, classified for Portuguese reporting before the return is built.
Crypto
Each event mapped against the 365-day holding boundary, with disposal and non-disposal events separated and documented.
Rental and Carry-Forward
Acquisition values and prior-year foreign rental positions carried into Anexo J, with continuity notes for future years.
- The work and fee depend on
- Number of asset classes.
- Transaction volume.
- Cross-jurisdiction reporting dependencies.
- Prior-year continuity reconstruction needs.
Using This Additional Service
This add-on is designed to stay lightweight while still producing written records that are reusable in later cycles
It is especially valuable when prior-year records are fragmented and continuity must be reconstructed before filing deadlines
Primary Sources
These official sources are the starting point for checking current rules before applying them to a client fact pattern.
Frequently Asked Questions
Can I buy this without another Taxbordr service?
No. It is an additional service for an active Taxbordr engagement, using the same income records and filing assumptions.
Which assets are covered?
The standard service covers equity compensation, crypto transactions and rental schedules. We agree the asset types and records included before starting.
Does this include investment advice?
No. It covers preparation of tax schedules and their use in the agreed filing or coordination work. Investment advice and portfolio management are excluded.
Can I add this close to a filing deadline?
Contact us with the deadline and the records available. We confirm whether there is enough time and capacity before accepting the work.
Will the records help with future returns?
Yes. We include notes on matters that carry forward, such as acquisition values and prior-year treatment, so they can be checked when preparing a later return.
What if more assets or transactions need work?
We explain the additional records and calculations, the fee and any effect on timing, and agree the change in writing before proceeding.
Can I pause the work and restart later?
Contact us before pausing. Filing deadlines continue to apply, so we need to confirm whether the work can still be completed in time and whether the timetable must change.
What written records will I receive?
You receive the agreed asset schedules, notes explaining how they feed into the return, and records to carry forward to later years. You can share these with another preparer.
