Free download. One page, four stages, zero fluff — the steps that protect you from the most expensive expat tax mistakes, verified against Portugal's consolidated legislation.
What's inside
- Before you move — the 183-day rule as it's actually written (any 12-month window, non-consecutive days), the housing rule that can make you tax resident early, mapping your income sources, and why you should start a day-count log now.
- Your first weeks in Portugal — the NIF, the bank account, and the address paperwork that decides residency disputes later.
- The IFICI window — eligibility, the personal tests, and the hard 15 January registration deadline.
- Every year after — worldwide income, claiming treaty relief actively, and keeping your evidence file alive.
Download the checklist (PDF, free)
The checklist is general information, not tax or legal advice. Rules change and your situation is unique — always confirm with a qualified professional before acting. Sources: consolidated legislation, diariodarepublica.pt. Rules as of July 2026.
Go deeper
Each item on the checklist is covered in depth on the channel — start with the episode guides or watch on YouTube.