IRS QUESTIONNAIRE 2022

IRS QUESTIONNAIRE 2022
(Fiscal Year 1 January 2022 to 31 December 2022)

Kindly provide all of the information needed to complete your tax return.
According to Article 15 Section 1 of the CIRS legislation, you are required to report your worldwide income paid to you during the calendar year.

Deduction to tax

These invoices will already be automatically registered at the tax department therefore it is unnecessary to forward them to us unless:

If any of the expenses referred below were not issued by a Portuguese company (such as many Health & Medical insurances), to obtain an automatic deduction the invoice with overseas VAT number must be registered at the tax office before the 25th of February

Pharmacy bills which require a doctor’s prescription (invoices with IVA at 23%) must be manually validated at the tax department online before the 25th February; therefore, we will need a copy of both the bills and the prescriptions.

For any of the above situations please send us the documents no later than the 31st of January specifically for the validation of the invoices.

For your information, the categories that can be offset are :

• Ø  General Expenses
• Ø  Medical Expenses
• Ø  Health & Medical Insurance
• Ø  Education Expenses
• Ø  Habitation – interest on the mortgage / rents payments
• Ø  Alimony, child support under court order
• Ø  Charitable Donations

Note:

Please submit this form and upload the supporting documents. If you are unable to do this, hard copies can be delivered to our office at the address below no later than the 31st March 2023. If at this date you are not able to provide all the supporting documents, please provide us with the main details that you have and send us the supporting documents as soon as available.

Sovereign cannot be held responsible for late filing of the tax return if all the documentation is not available until 31st of March.