Tools and references

The working materials behind the guides: a glossary of the terms you will meet, checklists for the big transitions, and calculators.

The Portuguese tax terms every expat ends up needing, in plain English.

Step-by-step lists for arrival, first filing, and leaving Portugal.

Brackets, deductions, credits, assumptions and limits.

Glossary

NIF: Your Portuguese tax identification number. Needed for almost everything: renting, banking, contracts, and filing.
Modelo 3: The annual personal income tax return, filed in spring for the previous calendar year. Made up of a cover sheet plus anexos for each income type.
IRS: Imposto sobre o Rendimento das Pessoas Singulares, the personal income tax itself. Not the American agency.
e-Fatura: The invoice system where your purchases accumulate against your NIF. Validating them each February feeds deductions on your return.
IFICI: The incentive regime that replaced NHR for new arrivals, aimed at scientific research and innovation roles. Often called NHR 2.0.
Recibos verdes: Literally green receipts: the invoicing system for freelancers and independent workers.
IMI: The annual municipal property tax, billed in instalments to property owners.
Segurança Social: The social security system. Freelancers make contributions based on declared income, with quarterly declarations.

NIF, bank account, address, residency date, and the first deadlines.

Documents to gather and the anexos you will need for your first Modelo 3.

Final return, deregistration, and what still needs filing after you leave.