Non-Habitual Residents (NHR) – Tax regime and Annex L of the IRS

I. Tax regime

  • NHR concept and 10-year period
  • Legal basis: Decree-Law no. 249/2009, of 23 September
  • Requirement: tax resident in Portugal in each year of benefit

Frequently Asked Questions

  • How to qualify as NHR
  • High added value activities (refers to Portaria 12/2010 and 230/2019)
  • Suspension and resumption of the regime
  • Treatment of foreign-source income

Options for taxation regimes

  • Flat rate vs progressive rates
  • Methods to eliminate international double taxation

Transition phase – new activity list

  • Notes on updated AEVA list

II. Annex L of the IRS (PIT)

  • Employment income (Category A)
  • Self-employment – simplified regime (Category B)
  • Self-employment – organized accounting
  • Imputed income
  • Foreign-source income
  • Specific NHR fields and activity codes