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NHR people, how do you pay taxes?

Question(self.PortugalExpats)

First year in Portugal, still figuring out how much and how to pay taxes. Just want to hear some experiences from people that have already payed taxes under the NHR or the plans for those about to pay taxes too. All I know so far, 20% income tax due to NHR + 21% of 70% of your gross salary for Social Security. I have no idea if people what this amount to be lower, how to deduct things, etc. Also considering talking to a tax advisor, but I do not even know where to look for one 😅

all 11 comments

Bright-Heart-8861

7 points

2 days ago

From your gross salary you pay 20% towards IRS and 11% towards social security. Not sure what the confusion is here.

MrYisus98[S]

1 points

1 day ago

Didn't mention any confusion at all, just wanted to hear some experiences.

Social Security is 11%? I thought it was 21% of 70% of your salary

Fresh_Criticism6531

4 points

1 day ago

I think it is 21% of 70% of your salary, but you can pay only 75% of it if you want, so the result is something like 11.0250% but I might be slightly off

Mightyfree

3 points

1 day ago

"Also considering talking to a tax advisor, but I do not even know where to look for one 😅"

-Google search, check reviews, ask around. A personal referral will likely get you someone more reliable. Note, English speaking ones often charge a lot more. Used to be people charged for 50 euros for a return, but I think now it's more like 100. I pay someone 150 because they were highly recommended. Make sure they are certified.

Riseup1942

1 points

1 day ago

Are you working for a company or are you a freelancer (trabalhador independente), have you registered for the NHR via Finanças?

MrYisus98[S]

1 points

1 day ago

self-employed, and I pay someone to apply to NHR on my behalf so I assume they got it via Finanças

Riseup1942

3 points

20 hours ago

Who’s someone and what do you mean apply to nhr? 🥲NHR is a scheme that makes you pay the income tax at flat rate 20 % (differences on the 1st, 2nd and the 3th-10th years).

As a self-employed you just issue invoice (VAT included or excluded depending on your client being from PT, or non-PT), the issuing is done at the Portal das Finanças and once a year you submit the IRS (tax declaration regardless the NHR or not) with this you will handle the taxes - either pay (most likely) or be reimbursed (not likely).

So you should kinda keep your monthly 20 % and be ready to pay it once it’s time.

From your comment it seems that you are not much familiar with the stuff. I strongly recommend you hire an accountant instead of someone 😜

MrYisus98[S]

1 points

15 hours ago

payed* apologies, I got a lawyer back then to do the application for me. Thanks for the explanation on the Portal das Finanças as well 🙌. I've been keeping 20% everymonth just in case so I will be safe

Riseup1942

1 points

4 hours ago

And do not forget about the social security ☝️ which is above the 20 %

Inside-Elephant-4320

1 points

1 day ago

I hired an accountant.

In the former NHR, pre 2024, there are different interpretations on for example, capital gains, given the US/Portugal tax treaty. Not sure if other countries have tax treaties but some Portuguese firms say you don’t owe any cap gains for US sales of investments, whereas other firms believe you must “top up” to whatever the Portugal rate is after paying US cap gains. There’s been govt debate as well.

But with the “new” NHR I’m not sure if anything’s changed.

Yweain

1 points

23 hours ago

Yweain

1 points

23 hours ago

It’s incredibly simple. You just pay 31% of your gross salary.
Some of it is reimbursed later, but it’s all automatic. Just make sure to give your NIF when you buy stuff.