IRS 2022 - TAVIRA HQ - All Finance Matters

IRS Portuguese Tax Questionnaire

IRS 2022

Please provide all the information necessary to complete your Portuguese Tax Return. According to the Portuguerse Tax Laws, as a resident you are required to submit information on your worlwide income, irrespective if this income is taxed or not in Portugal. The information provided here, will help us to prepare the necessary forms in order to submit the tax return on your behalf. Filling period: 01-04-2023 to 30-06-2023.

Personal Details

Taxpayer A Name *

Taxpayer B Name

Fiscal Number (Taxpayer A) *

Fiscal Number (Taxpayer B)

Phone Contact (Taxpayer A)

Phone Contact (Taxpayer B)

Email (Taxpayer A) *

Email (Taxpayer B)

Nationality(ies) (Taxpayer A)

Nationality(ies) (Taxpayer B)

Marital Status (Taxpayer A)

Marital Status (Taxpayer B)

Number of dependents (Taxpayer A)

Dependents Fiscal Numbers (Taxpayer A)

Number of dependents (Taxpayer B)

Dependents Fiscal Numbers (Taxpayer B)

Address in Portugal

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Are you registered under the NHR (Non-Habitual Residency) status? (Taxpayer A)

Yes
No
Not sure

Since when?

Are you registered under the NHR (Non-Habitual Residency) status? (Taxpayer B)

Yes
No
Not sure

Since when?

Income Details (Taxpayer A)

A01 - Employment Income (Salaries and Bonuses)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

A02 - Employment Income (Salaries from public / government functions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Do you have any pension income?

Pension Income (Taxpayer A)

H01 - Pension Income (Private Pensions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another Income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another Income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

H01 - Pension Income (Old Age Pensions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another Income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

H02 - Pension Income (Public / Government / Civil Services Pensions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another Income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

H04 - Pension Income (Annuities)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another Income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Did you have any business activity overseas?

Business / Professional Income (Taxpayer A)

B01 - Comercial and industrial income

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B02 - Agricultural, forest or livestock income

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B03 - Income from professional activities from article 115º CIRS (except B10 and B11)

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B04 - Income from services not foreseen in previous codes

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B05 - Intellectual or Industrial Property Income

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B06 - Intellectual property Income (income from Article 58º EBF - part not exempt)

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B07 - Intellectual property Income (income from Article 58º EBF - part not exempt)

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B08 - Income from artists and sportsmen - Year 2017 and previous

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B09 - Income attributable to business and professional generating activities

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B10 - Income from artists - Year 2018 and following

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B11 - Sportsmen's income - Year 2018 and following

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Do you have any property rental income?

Property Rental Income (Taxpayer A)

F01 - Net rental income received abroad

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Add another Property Rental Income?

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Add another Property Rental Income?

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Add another Property Rental Income?

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Do you have any capital income?

Capital Income (Taxpayer A)

E01 - Royalties and Technical Assistance

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Royalties and Technical Assistance Income?

Source Country

Gross Income Received

Tax Paid in the country of Source

E11 - Dividends or Profits distribution

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Dividends or Profits distribution Income?

Source Country

Gross Income Received

Tax Paid in the country of Source

E21 - Interest

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Interest Income?

Source Country

Gross Income Received

Tax Paid in the country of Source

E22 - Other Capital Income - without Retention (except E11 and E21)

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Capital Income - without Retention (except E11 and E21)?

Source Country

Gross Income Received

Tax Paid in the country of Source

E99 - Capital Income originating in country, or territory with clearly more favorable tax regime

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Capital Income originating in country, or territory with clearly more favorable tax regime?

Source Country

Gross Income Received

Tax Paid in the country of Source

Did you sold a property in 2022?

Capital Gains (Taxpayer A)

Property A

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Source Country

Costs and charges

Tax Paid in the country of Source

Add another Property?

Property B

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Source Country

Costs and charges

Tax Paid in the country of Source

Add another Property?

Property C

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Source Country

Costs and charges

Tax Paid in the country of Source

Did you sold securities in 2022?

Capital Gains (Taxpayer A)

Security A

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Source Country

Costs and charges

Tax Paid in the country of Source

Add another Security?

Security B

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Source Country

Costs and charges

Tax Paid in the country of Source

Overseas Bank Accounts (Taxpayer A)

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Income Details (Taxpayer B)

A01 - Employment Income (Salaries and Bonuses)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

A02 - Employment Income (Salaries from public / government functions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Do you have any pension income?

Pension Income (Taxpayer B)

H01 - Pension Income (Private Pensions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

H01 - Pension Income (Old Age Pensions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

H02 - Pension Income (Public / Government / Civil Services Pensions)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

H04 - Pension Income (Annuities)

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Add another income?

Source Country

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Did you had any business activity overseas?

Business / Professional Income (Taxpayer B)

B01 - Commercial and industrial income

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B02 - Agricultural, forest or livestock income

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B03 - Income from professional activities from article 115º CIRS (except B10 and B11)

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B04 - Income from services not foreseen in previous codes

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B05 - Intellectual or Industrial Property Income

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B06 - Intellectual property Income (income from Article 58º EBF - part not exempt)

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B07 - Intellectual property Income (income from Article 58º EBF - part not exempt)

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B08 - Income from artists and sportsmen - Year 2017 and previous

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B09 - Income attributable to business and professional generating activities

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B10 - Income from artists - Year 2018 and following

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

B11 - Sportsmen's income - Year 2018 and following

Source Country

Permanent Establishment

Gross Income

Social Security Deductions

Tax Paid in the country of Source

Do you have any property rental income?

Property Rental Income (Taxpayer B)

F01 - Net rental income received abroad

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Add another Property Rental Income?

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Add another Property Rental Income?

Source Country

Net Annual Income Received

Tax Paid in the country of Source

Do you have any capital income?

Capital Income (Taxpayer B)

E01 - Royalties and Technical Assistance

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Royalties and Technical Assistance income?

Source Country

Gross Income Received

Tax Paid in the country of Source

E11 - Dividends or Profits distribution

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Dividends or Profits distribution income?

Source Country

Gross Income Received

Tax Paid in the country of Source

E21 - Interest

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Interest income?

Source Country

Gross Income Received

Tax Paid in the country of Source

E22 - Other Capital Income - without Retention (except E11 and E21)

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Capital Income - without Retention (except E11 and E12)?

Source Country

Gross Income Received

Tax Paid in the country of Source

E99 - Capital Income originating in country, or territory with clearly more favorable tax regime

Source Country

Gross Income Received

Tax Paid in the country of Source

Add another Capital Income originating in country, or territory with clearly more favorable tax regime

Source Country

Gross Income Received

Tax Paid in the country of Source

Did you sold a property in 2022?

Capital Gains (Taxpayer B)

Property A

Source Country

Costs and charges

Tax Paid in the country of Source

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Add another Property?

Property B

Source Country

Costs and charges

Tax Paid in the country of Source

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Add another Property?

Property C

Source Country

Costs and charges

Tax Paid in the country of Source

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Did you sold securities in 2022?

Capital Gains (Taxpayer B)

Security A

Source Country

Costs and charges

Tax Paid in the country of Source

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Add another Security?

Security B

Source Country

Costs and charges

Tax Paid in the country of Source

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Add another Security?

Security C

Source Country

Costs and charges

Tax Paid in the country of Source

Date of Sale

Sale Price

Date of Purchase

Purchase Price

Bank Accounts (Taxpayer B)

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

Add another Bank Account?

Bank Name

Country

IBAN

BIC/SWIFT Code

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