How to submit the tax return statement?

 The individuals who obtain earnings must submit, every year, a statement of the Personal Income Tax (tax return).

The statement is normally submitted during April and May and online.

Service channels

Find out where you can do the service and what the advantages of each channel

Who can simulate and submit the annual tax return statement?

  • The people (individuals) residing in Portugal who obtained earnings that bind them to the submission of a tax return statement. The statement must include the income of all the dependants under the individual’s responsibility or on a shared custody regime.

  • The people (individuals) residing in other countries who obtained earnings in Portugal (land or gains income) upon which no taxes were yet paid and, therefore, they must be stated on the tax return (that is, the returns were not subject to the retention to withholding taxes).

  • Nevertheless, some individuals might be exempt of the submission of the tax return statement.

    To know if you need to submit a statement or not, consult the leaflet Who is bound to submit the Mod. 3 (tax return) and annexes).

When can you simulate and submit the annual tax return statement?

Between 1 April and 31 May of the following year to the earning of returns (for example, the tax return statement of 2018 must be submitted between 1 April and 31 May of 2019).

Where simulate and submit the annual tax return statement?

Online

On the location

You may submit it on one of the submission’s support locations:

  • Finances reception desks, which provide this service
  • Citizen Spaces, which provide this service
  • Parish councils, which provide this service.

In certain locations, you must schedule the service.

Consult the submission’s support locations.
 

What are the documents and requirements to simulate and submit the annual tax return statement?

  • You shall need to use one of the following authentication methods to use the Finances Portal:

  • If you submit your tax return together with other people (for instance, a spouse or children), you must bring their authentication data with you.

What is the price to simulate and submit the annual tax return statement?

It is free of charge. 

How simulate and submit the annual tax return statement?

Since 2018, the statement’s submission must be carried out online, on the Finances Portal. Nevertheless, there are submission’s support locations, with a face to face service, where you may obtain assistance to submit the statement. Before submitting the statement, you can always make a payable or receivable amount simulation.

Online

  • Access the Finances Portal.
  • Sign in.
  • In the search box, search for “submit tax return”.
  • In the results, choose “Submit > Statements > Tax Return”.

Watch this tutorial video.

In certain cases, it is possible to opt for the Automatic Tax Return. Therefore, you may submit a statement automatically filled in by the Finances (Autoridade Tributária e Aduaneira) (Tax and Customs Authority). Consult the automatic tax return leaflet to know if you can submit this statement.

On the location

  • Go to one of the submission’s support locations.
  • You can immediately submit the tax return statement.