TeamPartner · TaxCare 365
TaxCare 365: ongoing tax support for self-employed professionals in Portugal.
Know what to prepare throughout the year and who to ask about your taxes. TaxCare 365 brings together a dedicated manager, tax planning and preparation and filing of your annual Portuguese personal income tax (IRS) return, with support in English and Portuguese.
We start by understanding your activity, income and tax position, and define the right support from there.
- Dedicated manager
- Annual IRS filing included
- Support in English and Portuguese
We start by understanding your activity, income and tax position, and define the right support from there.
- Dedicated manager
- Annual IRS filing included
- Support in English and Portuguese
Freelancers and self-employed professionals
You provide services independently and need to understand your tax position, organise the obligations of your activity and prepare your annual income tax return.
Professionals with international clients
You work from Portugal for clients in other countries, or need support in English to understand your position. We review your activity and income to identify the rules that apply.
Private investors and people with a side activity
You receive investment income or combine employment with a registered side activity, such as local accommodation (alojamento local). We assess your individual tax needs and the appropriate scope of support.
Working remotely describes where or how you work. Your circumstances also depend on whether you are self-employed, employed or combining the two.
One point of contact, a working routine and clear responsibilities
Your dedicated manager follows your activity and explains what you need to prepare. Once the tasks and starting period are agreed, we identify the documents, sharing methods and contact arrangements.
Prepare the starting point
Share your activity, relevant dates, tax residence, income and existing support. We assess your circumstances and identify any missing information.
Keep the work moving
Provide the documents and authorisations required. We prepare the tasks covered and follow the agreed timetable; you confirm the information and make the payments due.
Review changes
Tell us about new activities, types of income or a move to another country. Tax planning allows us to review your position and support against your circumstances and the applicable rules.
Income tax, VAT and Social Security: understand what is covered
Preparation and filing of your annual Portuguese personal income tax return are included in TaxCare 365. The return brings together the relevant income and information for the tax year concerned.
We prepare this work from the documents and income details that need to be considered. Your proposal identifies the period covered and the information required, including any relevant connections with other countries.
Filing follows the applicable legal deadline. The year in which you receive income and the period in which you file the return are separate stages.
VAT (IVA), invoicing and recibos verdes
Your proposal identifies the returns, invoicing support and the tools or software agreed for your activity. Recibos verdes is the Portuguese term commonly used for self-employed invoicing and receipt documents. These tasks are not automatically included in every case.
Portuguese Social Security
We assess your contribution obligations and, where applicable, calculate contributions and issue payment slips. Your proposal sets out the declarations and responsibilities covered; you pay the contributions due.
International clients and income
We assess tax residence, relevant periods, your activity and the types of income. A client’s country does not, by itself, determine where income is taxed. Income tax, VAT and Social Security have separate rules; the international work covered is set out in your proposal.
The inclusion of annual return preparation and filing covers the fees for that work within the agreed scope. Any income tax due is paid by you. Your position is assessed individually. Nationality or a visa alone does not establish tax residence or eligibility for a tax benefit.
Monthly support with agreed tasks and fees.
Your monthly fee is fixed for the support defined in your proposal. Before we begin, the service, fee, period covered and responsibilities are set out.
The proposal takes account of your activity, the amount and types of income, the applicable regime and the complexity of your circumstances. Pricing is provided after this assessment.
No long-term commitment
The service is offered with no long-term commitment. The arrangements for starting, ending the service and handing over information are agreed with the team.
You are responsible for paying taxes and contributions. Returns for earlier periods, corrective work or needs outside the initial scope are assessed and identified in the proposal. If your activity changes, we review the support needed.
Starting your support or changing accountant
You may be preparing to start an activity, already working with an accountant or dealing with matters that need to be put in order. Understanding your starting point helps us plan the next step.
You are preparing to start in Portugal
You can contact us before you arrive. We assess the documents and procedures needed. Where initial preparation for an activity or business is required, Portugal All Aboard helps structure that process.
You already have an accountant or tax adviser
We gather information about documents, returns and work in progress. The handover is organised with an agreed start date and clear responsibilities, in coordination with your previous support team.
You have previous matters to resolve
Tell us about outstanding returns, tax notices or fines. We begin by reviewing the history and identifying the work required separately from your ongoing support.
You need support for a company
A company or structure with business accounting needs may require a different service. The initial assessment helps direct your enquiry to the appropriate support.
The people behind your tax support
Since 2012, TeamPartner has supported companies, self-employed professionals and investors with accounting and taxation in Portugal.
TaxCare 365 applies that experience to individual support: understanding your circumstances, explaining the tasks and maintaining a dedicated point of contact. Communication in English and Portuguese helps make the technical information easier to understand.
Nuno RibeiroCEO 
Marta AgostinhoHead of Accounting
Frequently asked questions
Suitability
Is TaxCare 365 suitable for my activity?
We begin by assessing your activity, the amount and types of income, the applicable regime and the complexity involved. The service is primarily intended for freelancers and self-employed professionals; it may also suit private investors or a side activity. We consider both the suitability of the service and any legal accounting requirements.
Can TaxCare 365 support private investors or a side activity?
TaxCare 365 may suit private investors, after an assessment of income and obligations. The service can also support people combining employment with a registered activity, including local accommodation. Investment management, licensing and property operations are separate services from tax support.
Is TaxCare 365 suitable if I work remotely as an employee?
Remote work describes where or how you work. We first establish whether you are employed, self-employed or combining employment with another activity. We then review your tax circumstances and any connections with other countries. The team assesses whether TaxCare 365 matches the individual support you need or whether another service is more appropriate.
Obligations covered
How is Social Security support handled?
Your position may change if you combine activities or have Social Security coverage in another country. We identify the Social Security tasks relevant to your circumstances and who handles them; you remain responsible for paying contributions.
See the scope of income tax, VAT and Social Security support
Does the service include VAT returns and recibos verdes?
VAT and invoicing tasks are not automatically included in every case. Before work begins, we agree the returns covered, who issues the documents and the tools or software to use.
See the scope of income tax, VAT and Social Security support
Service arrangements
Is there a long-term commitment, and what does 365 mean?
The service is offered with no long-term commitment, under the agreed terms. The arrangements for starting, ending the service and handing over information are confirmed with the team. The name “365” refers to support throughout the year. Contact channels and availability are agreed as part of the service.
Starting and switching
I already have an accountant or previous tax issues. How do I start?
We first review your records, returns, documents and any outstanding work. If you already have an accountant or adviser, we organise a handover with an agreed start date and responsibilities. Tell us about outstanding returns, notices or fines so that we can assess any additional work separately from the ongoing service.
Can I contact TeamPartner before moving to Portugal?
Yes. You can contact us before moving to Portugal so that we can assess your circumstances and the documents and procedures needed. The starting point depends on your activity, dates and existing situation. Portugal All Aboard may be appropriate where you need help preparing the initial steps for an activity or business.
Tell us about your work. We will help define the support.
Tell us what you do, the stage you are at and what you need to clarify. We assess whether TaxCare 365 fits and prepare a proposal for your support.
TaxCare 365 proposal
After reviewing your enquiry, our team contacts you to clarify the support you need. Where appropriate, we arrange a free, no-obligation 30-minute initial meeting.
A brief description of your activity is enough to start. The team will then explain which documents are needed and how to share them.
- Supporting clients since 2012
- Communication in English and Portuguese
- No-obligation request