18 January 2021
Get to know the IRS calendar for 2021
Register the dates in your calendar.
February 15th
You have until this date to report your household. If your family or personal situation has changed (birth of children, marriage, divorce, death of spouse, change of permanent residence, children in joint custody, or children no longer considered dependent) you must report them to the Tax Authority, on the Portal das Finanças.
February 25th
Until this date you must check all your expense invoices on your personal e-invoice page, on the Finance Portal. If you earned income from self-employment in 2020 and are covered by the simplified regime, you must indicate on the e-invoice whether the expenses are personal, professional or mixed.
March 15th
Until March 15, the amounts of deductions from taxable income provided by expenses supported by invoices and other documents will be available. The information on the amounts of deductions to the taxable income will be visible on a new personal page on the Portal das Finanças.
From March 15th to 31st
If you do not agree with the amounts of deductions to the taxable income related to general family expenses and the benefit for the invoice requirement established by the Tax Authority, you may file a complaint with this entity until March 31. It is also in this period that you can choose in advance the entity to whom you wish to consign the IRS or VAT.
From April to June
The IRS delivery in 2021, referring to the incomes of 2020, is carried out from April 1 to June 30. This is regardless of the income category.
July 31st
By this date the Tax Authority has to send the IRS assessment notice. It is in this document that the Tax Authority reveals how it calculated the tax.
This is also the deadline to receive a refund, if applicable.
August 31st
If you have to pay additional tax to the state, you must do so by August 31. This is if you have met the IRS filing deadline. Otherwise, you have until December 31 to make the payment.
This information does not dispense with consulting the official document.
Learn more about Domingos Salvador - Management, Accounting & Consulting: https://www.domingossalvador.pt/pt/servicos
February 15th
You have until this date to report your household. If your family or personal situation has changed (birth of children, marriage, divorce, death of spouse, change of permanent residence, children in joint custody, or children no longer considered dependent) you must report them to the Tax Authority, on the Portal das Finanças.
February 25th
Until this date you must check all your expense invoices on your personal e-invoice page, on the Finance Portal. If you earned income from self-employment in 2020 and are covered by the simplified regime, you must indicate on the e-invoice whether the expenses are personal, professional or mixed.
March 15th
Until March 15, the amounts of deductions from taxable income provided by expenses supported by invoices and other documents will be available. The information on the amounts of deductions to the taxable income will be visible on a new personal page on the Portal das Finanças.
From March 15th to 31st
If you do not agree with the amounts of deductions to the taxable income related to general family expenses and the benefit for the invoice requirement established by the Tax Authority, you may file a complaint with this entity until March 31. It is also in this period that you can choose in advance the entity to whom you wish to consign the IRS or VAT.
From April to June
The IRS delivery in 2021, referring to the incomes of 2020, is carried out from April 1 to June 30. This is regardless of the income category.
July 31st
By this date the Tax Authority has to send the IRS assessment notice. It is in this document that the Tax Authority reveals how it calculated the tax.
This is also the deadline to receive a refund, if applicable.
August 31st
If you have to pay additional tax to the state, you must do so by August 31. This is if you have met the IRS filing deadline. Otherwise, you have until December 31 to make the payment.
This information does not dispense with consulting the official document.
Learn more about Domingos Salvador - Management, Accounting & Consulting: https://www.domingossalvador.pt/pt/servicos
