Tax Wizard · IRS 2025
Your declaration,
one module at a time
These are the wizard's modules. Take the free check first and this page narrows to only the ones your declaration actually needs.
Preparation support, not tax advice. A contabilista certificado should review the elections and items the wizard flags.
Start with the free check
Three minutes, no documents — it maps your annexes and narrows this wizard to only the modules you need.
Take the free checkProfile & household
RostoResidency, regime (NHR/IFICI), civil status, dependents — collected by the free check.
Employment
Anexo A · LPer-employer income, withholding and Social Security — plus the NHR activity code.
Deductions
Anexo HPPR and donations. e-Fatura categories are pre-filled by the portal itself.
Foreign accounts
Anexo J · Q11Every non-PT account held at any point in the year — neobanks and broker cash IBANs count.
Dividends & interest
Anexo J · Q8AForeign capital income, one line per country and income type.
Stocks & ETFs
Anexo J · Q9.2AOne line per disposal lot. Values in EUR at each leg's own date (ECB rates).
Crypto
Anexo J · Q9.4AImport your full transaction history; we recompute under Portuguese rules — swap continuity, FIFO, the 365-day exemption — and show what is and isn't taxable.
Optimization
EnglobamentoThe aggregation elections, with the math shown. You choose; the choice is recorded with a timestamp.
Review
AllThe full Preparation Report: every flag, every missing item, every accountant-review decision.
Output
Report · XMLField-by-field portal instructions and Markdown export. Draft XML arrives with the Investor tier.
Your Preparation Report
Regenerates from whatever you've entered so far — gaps appear as checklist items, never guessed values.
Open the reportDocuments vault
Store employer declarations, broker reports and certificates — encrypted, EU-hosted, deletable any time.
Open the vaultEvery entered number stays editable and traceable. Every rule shows the tax year it's valid for. Missing data becomes a checklist item — the wizard never invents a value. And it never connects to the Portal das Finanças: you always validate, simulate and submit yourself.