Residency and regime map
Your resident or non-resident position, and whether grandfathered NHR or the IFICI incentive could realistically apply, mapped before any filing.
Portugal Tax Services
Portugal tax, coordinated from one place.
Tax residency, the annual IRS return, NHR grandfathering or IFICI eligibility, your NIF, and US-Portugal questions for Americans: we map your situation, organize the evidence, and hand a clean file to a licensed Portuguese tax adviser who owns the advice.
First call: leave with your residency position, the regimes that could apply, the specific services you actually need, and a licensed-adviser handoff in motion.
Researching the route first? Taxes in Portugal guide
What you get
What the Portugal tax services cover.
Most Portugal tax problems come from sorting residency, regime status, and cross-border income too late. We organize the facts early, route you to the right service, and hand a clean file to a licensed tax adviser.
The right services, scoped
Which of NIF setup, annual IRS filing, NHR or IFICI status, and US-Portugal coordination you actually need, instead of paying for all of them.
Evidence organized
Income inventory across categories, double-tax-treaty questions, and the supporting documents packaged for adviser review.
Licensed-adviser handoff
A clean file delivered to a Portuguese tax adviser or certified accountant (contabilista certificado) who reviews the position, advises, and files.
One entry point, the right specialists
Instead of guessing which tax service you need, you get one review that routes you to NIF setup, IRS filing, NHR or IFICI, or US-Portugal coordination, then to the licensed adviser who owns the advice.
NHR is closed; IFICI is narrower
Portugal's classic NHR regime closed to most new arrivals from 1 January 2024, with grandfathering for earlier qualifiers. The successor, IFICI, is role-based and does not give the foreign-pension break NHR did.
Americans keep filing in the US
US citizens and green-card holders file US returns on worldwide income wherever they live. We coordinate both the US and Portuguese sides with the right professionals.
Advice stays with licensed specialists
Movingto coordinates the case path. The tax position, the advice, and the filings stay with a licensed Portuguese tax adviser, and with a US tax professional where relevant.
Who this fits
Why start with Movingto for Portugal tax?
The valuable work is deciding what you actually need: the residency position, whether a special regime applies, which filings are due, and getting a clean file to the right licensed professional before deadlines bite.
Good fit for
- Expats arriving who want their Portuguese tax set up correctly from year one
- People unsure whether grandfathered NHR or IFICI could apply to them
- US citizens and green-card holders who need both US and Portuguese tax coordinated
- Clients who already set up a NIF and now need annual filing and regime checks
- Households with foreign pension, rental, or investment income and treaty questions
Not the right fit for
- Anyone wanting tax advice or a tax opinion directly from Movingto
- Clients needing bookkeeping, VAT, payroll, or company accounting
- People who already work with a full-service Portuguese accountant
- Anyone seeking refund, savings, or tax-outcome guarantees
Service scope
What Movingto coordinates, and what the tax adviser decides.
You get a managed path and a clean evidence package across your Portuguese tax needs. The tax position, the advice, and every filing stay with a licensed Portuguese tax adviser, and a US professional where relevant.
- Included workstreams
- 4
- Scope boundary
- Clear
Delivery scopeIncluded vs. referred out
Coordinated by Movingto
Residency and regime triage
We map your resident or non-resident position and whether grandfathered NHR or IFICI could be in scope, so the right questions reach the adviser.
Coordinated by Movingto
Routing to the right service
We scope which services you need, NIF setup, IRS filing, NHR or IFICI status, or US-Portugal coordination, instead of bundling work you do not.
Coordinated by Movingto
Cross-border evidence organization
We organize the income inventory, double-tax-treaty questions, and documents the tax professionals need to decide treatment.
Coordinated by Movingto
Adviser handoff and deadlines
We hand a packaged file to a licensed Portuguese tax adviser and keep filing and registration deadlines on the calendar.
Handled separately
Tax advice or filing from Movingto
Movingto does not provide tax advice, tax opinions, or file returns. Those stay with a licensed Portuguese tax adviser or certified accountant, and a US tax professional where relevant.
Handled separately
Refund, savings, or outcome guarantee
No adviser can guarantee a refund, a tax result, savings, or Tax Authority acceptance. The facts and specialist advice control the outcome.
How it works
From a tax question to the right specialist.
Each stage turns an unclear tax situation into a governed plan: residency, regimes, the services you need, organized evidence, then handoff to licensed professionals.
Case path05 managed stages
- Step 1 of 5
Map residency and goals
Review your days in Portugal, arrival timing, prior-year status, income sources, and what you are trying to achieve.
- Step 2 of 5
Identify the regimes
Check whether grandfathered NHR or IFICI could apply, and what evidence each would need from a qualifying entity or adviser.
- Step 3 of 5
Scope the services you need
Decide which of NIF setup, IRS filing, NHR or IFICI status, and US-Portugal coordination are actually required.
- Step 4 of 5
Organize the evidence
Build the income inventory, treaty notes, and document set the tax professionals will work from.
- Step 5 of 5
Hand off to licensed professionals
Deliver the file to a licensed Portuguese tax adviser, and a US tax professional where relevant, who advise and file.
Where to start
Which Portugal tax service do you need?
| Your situation | Where to start |
|---|---|
| You need a Portuguese tax number | Portugal NIF online setup |
| You have to file an annual IRS return | Portugal tax-return filing coordination |
| You want to know if NHR or IFICI applies | NHR and IFICI status coordination |
| You are a US citizen or green-card holder | US-Portugal tax coordination |
General guide only. The right starting point and your tax treatment are confirmed by a licensed Portuguese tax adviser.
Evidence
Evidence you can check.
Scope, professional boundaries, and credential claims stay tied to source pages instead of sitting as unsupported marketing copy.
Source
Simulate and submit the annual IRS return
View sourcegov.pt
Source
Lei 82/2023, Orcamento do Estado 2024 (NHR closure and IFICI)
View sourceDiario da Republica
Source
IFICI - Incentivo Fiscal a Investigacao Cientifica e Inovacao
View sourceAutoridade Tributaria / Portal das Financas
Source
US citizens and resident aliens abroad
View sourceInternal Revenue Service (US)
Common questions
Questions before you engage.
What do Movingto's Portugal tax services include?
A coordinated entry point: residency and regime triage, routing to the right service (NIF setup, annual IRS filing, NHR or IFICI status, or US-Portugal coordination), evidence organization, deadline management, and a packaged handoff. A licensed Portuguese tax adviser owns the advice and the filing.
Is NHR still available to new arrivals?
No. Portugal's classic Non-Habitual Resident regime closed to most new arrivals from 1 January 2024 under Law 82/2023, with transitional grandfathering for people who qualified before the cut-off. The successor is IFICI. An adviser confirms whether either applies to you.
What is IFICI?
IFICI, the Incentivo Fiscal a Investigacao Cientifica e Inovacao (informally 'NHR 2.0'), is the successor incentive introduced by the 2024 State Budget and regulated by Portaria 352/2024. It offers a 20% flat rate on eligible Portuguese employment or self-employment income and exemptions on certain foreign income, but eligibility is narrow and role-based, and it does not give the foreign-pension break NHR did.
I'm American. Do I still file US taxes in Portugal?
Yes. US citizens and green-card holders file US federal returns on worldwide income regardless of where they live. Portuguese residence does not remove the US obligation. The US-Portugal tax coordination service handles both sides with the right professionals.
Does Movingto give tax advice?
No. Movingto coordinates the case path and prepares a clean file. Tax advice, the tax position, and the filing are owned by a licensed Portuguese tax adviser or certified accountant, and a US tax professional where relevant.
When is the Portuguese IRS return due?
The annual Modelo 3 IRS return covers the prior calendar year and is filed online through the Portal das Financas between 1 April and 30 June. For 2025 income, the window runs 1 April to 30 June 2026.
Private advisory call
Get your Portugal tax coordinated, end to end.
Bring your residency position, income across Portugal and abroad, any NHR or IFICI questions, and your US filing situation if you are American. We map what you need, organize the evidence, and hand a clean file to the right licensed professionals.
First call covers
Leave with a clear residency position, the regimes that could apply, and the adviser handoff in motion.
- Route fit
- Country, visa category, family members, and timing.
- Scope
- Documents, legal work, tax points, and investment boundaries.
- Next steps
- What to prepare before engaging the right specialists.