Personal income tax outside the routine
New income, household changes or questions about schedules and supporting documents.
03 · Who we serve · Individuals
Tax support when the situation is no longer straightforward.
Clave de Números supports individuals with personal income tax returns and situations that require additional analysis, such as rental income, capital gains, foreign income, inheritances, significant household changes and the organisation of property documentation.
A Typical situations profile 04
Situations in which support may be useful.
This page is mainly for returns and decisions involving income, property or changes that fall outside a simple, recurring tax situation.
Rental property
Rental income, electronic receipts, documented expenses and taxation options.
Sale of property
Capital gains, related expenses and possible reinvestment should be prepared before filing.
Foreign income
Pensions, salaries, investments or other income obtained outside Portugal.
Inheritance or division of assets
Property documentation, ownership changes and specific reporting obligations.
Property records that need organising
Contracts and documents can be gathered to support the relevant obligations.
B Commonly relevant services full details
01Personal income tax
Organisation of return information and analysis of less common situations.
See details02Tax advisoryAnalysis before decisions such as selling, renting, donating or reorganising property.
See details03Asset and property administrationDocument organisation and administrative monitoring.
See detailsC Questions from individuals 03 answers
Is it worth asking for support with my personal income tax return?
It may be useful when the return includes rental income, capital gains, foreign income, inheritances or other matters requiring additional analysis and documentation.
I rent out a property. What needs to be declared?
Rental income must be included in the personal income tax return. Documentation, eligible expenses and taxation options should be reviewed for the specific situation.
I sold a house. How is the capital gain calculated?
The gain is calculated from the sale value, the adjusted purchase value and documented expenses. Reinvestment conditions and other relevant circumstances should be analysed before filing.