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Tax Residency in Portugal: An Expats’ Guide

December 6, 2023
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2-minute read
Introduction

Embracing life in Portugal is an exciting prospect for expats, digital nomads, and entrepreneurs. Understanding the intricacies of tax residency is a key step in this journey. In this post, we delve into the various pathways to becoming a tax resident in Portugal, especially for EU/EEA/Swiss citizens, and how Porelo facilitates this process.

Understanding Tax Residency in Portugal

To establish tax residency in Portugal, the following criteria set by the Portuguese tax authorities must be met:

  • Staying in Portugal for over 183 days: Whether these days are consecutive or spread out, they need to fall within a 12-month period that starts or ends in the year you apply for a tax address. Keeping track of your days in Portugal is crucial for compliance.
  • Having habitual accommodation: It's vital to have a residence in Portugal, owned or rented, that you intend to use as your regular home. This demonstrates your commitment to making Portugal your primary place of residence.
Pathways to Tax Residency for EU/EEA/Swiss Citizens
There are two main routes to achieve tax residency:

With a CRUE (Certificado de Registo de Cidadão da União Europeia):

  • Start by applying for the CRUE, which shows your intention to reside in Portugal.
  • Use the CRUE as proof of residency when applying for tax residency, simplifying and possibly speeding up your application.

Without a CRUE:

  • You can still become a tax resident by fulfilling the general requirements, such as spending over 183 days in Portugal and having a home here.
  • Provide alternative documentation to prove your residency, like a lease agreement, utility bills, bank statements, and travel documents.

Benefits of Using a CRUE

Opting for a CRUE can streamline your application process, accelerate obtaining tax residency, and strengthen your residency claim. However, the best approach depends on your specific situation.

Porelo's Expertise in Your Relocation

Porelo specializes in easing your transition to Portugal, whether you choose the CRUE pathway or otherwise. Our services include:

  • Detailed guidance on tax residency requirements and pathways.
  • Assistance with documentation for CRUE or alternative residency proofs.
  • Expert advice on the Portuguese tax system and residency-related procedures.

Considering a move to Portugal? Let Porelo be your guide in navigating the tax residency landscape. Our expertise is tailored to your unique needs, ensuring a smooth and compliant transition. Contact us for personalized support and start your Portuguese adventure with confidence.

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