What's Included
You receive a complex-asset package designed to keep specialised reporting usable in the current filing cycle and the next one.
Complexity Tiering: objective scope based on asset classes and volume
Specialized Schedules: dedicated preparation for scoped equity, crypto, or rental components.
Integration Notes: mapping of schedules into the active core filing/coordination workflow
Continuity Notes: carry-forward records for cost basis, depreciation, and position consistency
Deliverables: complex-asset schedule pack plus continuity notes
What's Not Included
This is add-on only and requires an active Taxbordr core engagement
Dependencies
Parent core service in progress.
Complete asset records for scoped classes.
Timely data delivery so schedule outputs align with parent deadlines
This add-on cannot be purchased standalone. If you are unsure whether this scope is needed, start with Tax Position Review.
Integration with Core Services
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 positions carried into Anexo F with continuity notes for future years.
- Number of asset classes.
- Transaction volume.
- Cross-jurisdiction reporting dependencies.
- Prior-year continuity reconstruction needs.
Add-on Approach
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 Add-on Without a Core Service?
No. It requires an active core engagement and shared filing assumptions
Which Assets Are Covered?
Standard scope is equity compensation, crypto activity, and rental schedules.
Does This Include Investment Advice?
No. This service covers tax schedule preparation and integration only.
Can This Be Added Late in Filing Season?
Yes, if capacity and timelines allow, but earlier scoping is safer.
Will This Help Future Filing Years?
Yes. Continuity notes are included to reduce reconstruction work later.
What If Complexity Expands Mid-Engagement?
Additional scope is documented and approved before extra work starts.
Can This Add-on Be Paused and Restarted Later?
Usually yes, but timing risk increases when deadlines continue running in the background. We confirm whether restart is still practical for your filing calendar.
What If Complexity Expands After Kickoff?
We keep scope fixed to the approved package. If new issues appear, we define an explicit scope extension before any additional work is performed.
Will I Receive Written Records I Can Share with Other Advisors?
Yes. Deliverables are structured for handoff and continuity, so third-party preparers can work from the same documented baseline.
