NHR application without accountant
 

Re: NHR application without accountant
 

good question , lets hope some come along who have jumped through the hoops on their own with some guidelines , I know it'll help folk out (ie me as well as yourself)

Re: NHR application without accountant
 

Yes it is quite straightforward and you do not need an accountant you need to be able to read Portuguese so suggest you find a friendly Portuguese if your own language skills are not up to it.
Having said that the process is as follows.

1. Apply online through the Finanzas site for an access password ( I assume you already have a NIF and Portuguese address ). Top right "Registar-se"
2. It normally takes about a week to 10 days to receive the password at your address.
3. With your NIF and the Password you can enter the Finanzas website
4. Once into the site you need "Cidadaos - Entregar "
https://www.portaldasfinancas.gov.pt...action?pai=154
Scroll down there is a specific menu : PEDIDO :

• Inscrição de Residente Não Habitual

There you enter your data, the year you are applying, country of origin for and tick a box.
About 48 hours later through the menu "Consultar" - Pedido

• Inscrição de Residente Não Habitual

You can check your status and there should be a pdf attached to download confirming NHR.

Re: NHR application without accountant
 

The information given looks very useful,
As regards needing to be able to read Portuguese, would using Google Translate be enough to use the website?

Re: NHR application without accountant
 

Never tried:unsure:

Re: NHR application without accountant
 

On this topic, do you need to declare yourself as a member of one of the special employment classes listed in the NHR criteria, or can anyone apply? Exactly what data do you need to input on the screen? 22 years ago I resigned from the Institute of Chartered Accountants in England and Wales to take up sheep farming on a smallholding in Devon (great decision, saved myself thousands in extortionate membership fees and never practised as an accountant since) so I could probably dig out my qualification certificate from 1990, if required to prove I was an auditor, one of the qualified categories.

Re: NHR application without accountant
 

You need to be practicing in the listed occupation within Portugal to get relief under NHR.

Re: NHR application without accountant
 

You sure about that ukkram??
I read it as being resident and tax resident in portugal and therefore makes no difference where you ply that trade ie you can work worldwide I can see no stipulation that thw work MUST be carried out in portugal , unless I've missed something

Re: NHR application without accountant
 

The listed occupations are only relevant to obtaining the reduced 20% tax rate on Portuguese income.

Re: NHR application without accountant
 

Yes if you're resident in pt and the payment goes into your portuguese bank account , it matters not one jot where the work took place as long as the country in which it took place has no claim as to your residency there

Re: NHR application without accountant
 

Does one have to declare one's occupation / profession on the NHR on-line application? What if one is retired and not working? What if one intends to live off UK dividend income without salary / wages? Is one still entitled to NHR status? Can anyone remember the list of questions asked in the on-line application and repeat them here? That would be very useful. Looks like I'm going to do it via a professional advisor, don't want to mess up.

Re: NHR application without accountant
 

If you are retired and do not have employment income, then the list of occupations is not relevant to you. However, you can still use NHR to avoid paying tax in Portugal on appropriate investment and pension income from overseas.The only information you have to enter on the website is the country you were last resident in, before coming to Portugal, and the year of your first Portuguese tax return.

Re: NHR application without accountant
 

As to the above, you need to be resident in PT but can earn income worldwide. Sorry if I made you missunderstand.

Re: NHR application without accountant
 

Could you please say what investment income would be exempt with NHR

Re: NHR application without accountant
 

The situation is country specific.
In general, investment income is exempt under NHR, if it doesn't involve any Portuguese funds, and is taxable in the country of origin (or another country).