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 10th of February specifically for the validation of the invoices.

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

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