Articles about:

IRS
Seguro de vida pode ser declarado no IRS?
Life Insurance

Can life insurance be declared on tax returns?

Only workers with fast-paced professions, disabled individuals, or subscribers of Retirement Savings Plans (PPR) can include life insurance expenses in their IRS declaration. Understand the requirements and limits for these cases.

08 Nov 20234 min

Como serão os aumentos das pensões em 2024?
Mortgage Savings Credit

How will pension increases be in 2024?

After the resignation of the Prime Minister, António Costa, uncertainty hung over the measures planned in the State Budget for 2024. As for pension increases, it has already been confirmed that they will move forward, but by how much?

15 Dec 20233 min

Em 2024, generalidade das famílias vai pagar menos IRS
Mortgage Savings Credit

In 2024, most families will pay less income tax.

Next year, the State Budget foresees a reduction in IRS tax for families. This statement was made by the Minister of Finance, Fernando Medina, on his social media. Find out how much the tax will be reduced in 2024, and in what other ways you can save.

24 Nov 20233 min

IRS: Como é tributado um PPR e como poupar no imposto?
Mortgage Savings Credit

IRS: How is retirement savings taxed and how to save on taxes?

How does the taxation of a pension savings plan (PPR) work in terms of IRS? According to the Tax Authority (AT), there are five factors to consider for this purpose. Let's see what they are and in what other ways you can save on the 2023 tax.

04 Dec 20232 min

IRS: Mudança no agregado familiar? Tem de declarar até ao final do mês
Mortgage Savings Credit

IRS: Change in household? Must declare by end of the month.

You have until the 31st of this month to declare the change in household composition. Read the Tax Authority's alert and how to save on the 2023 IRS.

27 Dec 20232 min

IRS: 2024 traz descida das taxas para os primeiros cinco escalões
Mortgage Credit Renegotiation

IRS: 2024 brings decrease in rates for the first five brackets

The year 2024 continues to bring favorable news in the financial landscape: what you pay in income tax may decrease, depending on your income bracket. Find out if you are included, then how to further ease your monthly budget.

11 Jan 20243 min

Calendário fiscal: Conheça os prazos de pagamento destes impostos em 2024
Mortgage Savings Credit

Tax calendar: Learn about the payment deadlines for these taxes in 2024.

The tax calendar for 2024 is already known, specifically for IRS, IUC, and IMI. Do you pay any of these? Then stay informed about the following deadlines.

19 Jan 20243 min

Afinal, quem beneficia mais com as alterações ao IRS?
Mortgage Savings Credit

Who benefits most from changes to the IRS?

Analysis reveals that changes to the IRS will benefit families with higher incomes.

22 Jan 20242 min

Crédito habitação: Dedução dos juros no IRS só para contratos até 2011
Housing Credit Acquisition

Housing credit: Interest deduction in IRS only for contracts until 2011.

Only taxpayers who have taken out a home loan by December 2011 can deduct the interest from the contract in IRS. Understand what is at stake.

08 Feb 20243 min

Já comunicou o seu agregado familiar às Finanças? Atenção ao IRS
Mortgage Savings Credit

Have you informed your household to the Tax Authorities? Attention to IRS

Do not miss this date, as it may have an impact on your annual IRS statement.

12 Feb 20242 min

Devo declarar em IRS as vendas que efetuo em 2.ª mão?
Taxes

Do I have to declare the sales I make second-hand in IRS?

DECO PROteste clarifies: Currently, it is not necessary to declare income obtained through second-hand sales, but it may become necessary in the future. Understand what is at stake next.

20 Feb 20242 min

Tenho de declarar a caução de rendas em IRS?
Taxes

Do I have to declare rental deposit in IRS?

Court rules against Tax Authority and explains why. Find out more.

21 Feb 20242 min

Como validar faturas de IRS no portal e-Fatura? Passo a passo
Taxes

How to validate IRS invoices on the e-Fatura portal? Step by step

Do not know how to proceed with invoice validation on the e-Fatura portal? We explain step by step how to validate and the purpose of this process.

19 Feb 20244 min

Calendário fiscal do IRS: As datas que ainda deve apontar
Taxes

IRS tax calendar: The dates you still need to note down

Every year, the annual IRS statement must be submitted between April and June, but there are other dates to pay attention to. Mark the following dates on your agenda.

22 Feb 20243 min

IRS: Quem pode entregar o automático e quem entrega o manual?
Taxes

IRS: Who can file automatically and who must file manually?

Automatic IRS is a system that offers a great advantage to taxpayers, providing a pre-filled declaration that only needs to confirm the data and submit. But not everyone is entitled to it: find out if you have to file manually.

29 Feb 20243 min