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Tax Authority · Form 3
Updated June 2026

🧾 When must I file my IRS return?

With conditions
Quick answer

Conditional: most must file, but some are exempt. The window to file for 2025 income is 1 April to 30 June 2026, the same for everyone (including the self-employed). Filing is online only, on the Tax Portal. For many residents there's automatic IRS, with a pre-filled return (Portuguese-source category A/H and simplified B income; it excludes non-habitual residents, foreign income, rentals and capital gains). The assessment is done by 31 July and refund/payment by 31 August for on-time filers. You're exempt in certain cases (e.g. employment/pension up to €8,500 with no withholding). In short: yes, between April and June 2026.

📋 The rules

  • Deadline (2025 income): 1 April to 30 June 2026
  • Filing online only (Tax Portal)
  • Automatic IRS for simple cases (Portuguese-source)
  • Assessment by 31 July; refund by 31 August
  • Exemption: employment/pension up to €8,500 with no withholding

🔓 Exceptions

  • Exemption lost with joint taxation or income in kind
  • Automatic IRS doesn't cover rentals, capital gains or foreign income
  • Isolated acts/small subsidies below ~€2,090: exempt

⚠️ Penalties & fines

Late or non-filing is punished with a fine of €150 to €3,750 (art. 116 RGIT); voluntary late filing, before the Tax Authority notifies you, is reduced, potentially down to €25 (which is the floor, not the usual figure). Non-filers face an official assessment with no deductions, plus the fine. Note: don't import Brazil's system (DIRPF, Receita Federal, CPF, "malha fina") — a different regime and calendar. To stay compliant: check if you're exempt; if not, validate the automatic IRS or fill in Form 3 by 30 June; and if you miss the deadline, file voluntarily as soon as possible to reduce the fine.

📎 Official sources

Last verified: 2026-06-20

❓ Frequently asked

When must I file the IRS return?

The IRS return for 2025 income is filed between 1 April and 30 June 2026. The deadline is the same for everyone, including the self-employed, with no separate schedule. Filing is done exclusively online, on the Tax Portal.

What is automatic IRS?

It's a return pre-filled by the Tax Authority, available to many taxpayers with simple situations, such as employment income, pensions or simplified self-employment, of Portuguese source. It doesn't cover rentals, capital gains, foreign income or the non-habitual-resident regime.

Can I be exempt from filing?

Yes, in certain cases. You're exempt, for example, if you only received income taxed at flat rates, or employment and pensions up to €8,500 with no withholding, or small subsidies and isolated acts below about €2,090. The exemption is lost in some situations, such as joint taxation.

What's the fine for late filing?

Late or non-filing is punished with a fine of €150 to €3,750. If you file voluntarily, before being notified by the Tax Authority, the fine is reduced, possibly down to €25. Non-filers are also subject to an official assessment with no deductions.

When do I get my refund?

For those who file on time, the IRS assessment is done by 31 July and the refund or payment by 31 August. With automatic-IRS returns, refunds tend to be faster, sometimes under two weeks, while manual ones take about three weeks.

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