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IFICI Regime Application Support for Portugal Expats

IFICI Regime Application Support for Portugal Expats

This service is for clients who have already completed eligibility assessment and are ready to execute an IFICI application. Typical entry routes are Tax Starting Point or Move & Residency Tax Plan. IFICI application work is not started without a documented eligibility basis.

Founder-led
Freelancer tax setup
Portugal-linked profiles
Fixed scope, documented outputs

Is This for You?

This service fits if you:

Serve foreign clients and need cross-border-aware setup logic.

Want a clear compliance schedule rather than ad hoc reminders.

Need practical setup scope before annual filing starts.


Not a Fit If...

This service is not the right fit if you:


If you are still deciding whether full setup is needed, start with Tax Starting Point.

What's Included

You receive a fixed-scope setup package with these deliverables:

  • Activity setup map: documented launch path for your operating profile.
  • Regime decision support: recommended route based on income model, client geography, and risk constraints.
  • VAT setup logic: treatment checkpoints and recurring compliance actions.
  • Social-security setup logic: timing, cadence, and contribution process context.
  • First-year optimization notes: assumptions that matter for annual filing readiness.
  • Compliance operating checklist: month/quarter action list for consistent execution.
  • Filing-readiness handoff notes: outputs that reduce downstream filing friction.

What's Not Included

This service does not include:

  • Full bookkeeping for larger or multi-employee entities.
  • Payroll processing.
  • Home-country return preparation.
  • Immigration legal support.
  • Litigation or dispute representation.
  • Ongoing unlimited advisory retainer.
Typical setup timeline is 1-2 weeks after complete intake.
Step 1

Eligibility basis confirmation

We confirm your prior eligibility assessment and identify any documentation gaps.
Intake and activity mapping step
Step 1
Step 2

Documentation assembly

We build the IFICI pack and align supporting records to the documented position.
Setup consultation and regime decision step
Step 2
Step 3

Submission support and evidence capture

We support filing actions and retain the evidence trail.
Setup pack delivery step
Step 3
Step 4

Post-submission guidance

We provide timeline expectations and response guidance if follow-up is requested.
Filing-readiness handoff step
Step 4

Process + Deliverable

From EUR 495
Setup engagement
Optional annual support: from EUR 995/year
Optional annual support: from EUR 995/year
Number of income streams
Client jurisdiction mix
Mid-year status changes
Prior setup errors requiring correction
Final scope and fee are confirmed before execution begins.

Frequently Asked Questions

 

 

Can I buy this service directly without prior planning?

Only if eligibility is already documented to our required standard. Otherwise we start with Core 1 or Core 2.

Does this service guarantee IFICI approval?
Does this include annual tax filing?
What if the authority asks for clarification?
How long does IFICI application work usually take?
Is this relevant for all expat profiles?
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Founder/Approach

Taxbordr treats freelancer setup as an operations design problem, not a single registration task. The goal is to create a setup that remains usable through the full year and feeds cleanly into annual filing.

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.

The same controls apply if facts evolve after kickoff: we document the impact, confirm revised scope, and only then continue execution.

Related services

Apply for IFICI with documented structure, not improvised paperwork.

Join hundreds of expats who got clarity on their Portugal tax position.

Consultation fee credited toward any engagement over €1.500
Book a Tax Consultation
Questions before booking?
info@taxbordr.com
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