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Portugal Legal Documents for Portugal

Create free legal documents tailored to Portugal law. All templates comply with local legislation.

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Legal System

Civil law system based on the Portuguese Civil Code and the 1976 Constitution.

Business (18 of 94)

SA Shareholders' Agreement Portugal

Portugal SA shareholders' agreement (acordo de acionistas) regulating voting, transfer restrictions, governance and exit mechanisms under article 17 of the Código das Sociedades Comerciais (DL 262/86).

Non-Disclosure Agreement (NDA) Portugal (Acordo de Confidencialidade Empresarial)

A Non-Disclosure Agreement (Acordo de Confidencialidade Empresarial) for Portugal — governed by the Código Civil (DL 47 344/66) Article 483 (civil liability), Código Comercial Article 17, and the Código da Propriedade Industrial (DL 110/2018) for trade secret protection.

Supplier Non-Disclosure Agreement (Portugal)

Portugal-specific NDA tailored to supplier relationships, technical specifications, drawings and supply chain know-how under CC art. 405 and CPI arts. 313-320.

Investor Non-Disclosure Agreement (Portugal)

Portugal-specific NDA tailored to fundraising rounds with VCs, business angels and family offices. Covers patent novelty preservation under CPI art. 55 and CVM art. 248 for listed targets.

M&A Non-Disclosure Agreement (Portugal)

Portugal-specific NDA tailored to M&A due diligence, with standstill, non-solicitation and IP-court-ready remedies under CSC art. 99 and CPI arts. 313-320.

Unilateral Non-Disclosure Agreement Portugal (Acordo de Confidencialidade Unilateral)

Unilateral NDA for Portugal governed by Código Civil art. 405.º and Código da Propriedade Industrial (DL 110/2018) arts. 313.º-320.º — one party discloses, the other undertakes confidentiality.

Joint Venture Agreement Portugal (Acordo de Joint Venture)

Joint Venture Agreement for Portugal — atypical contract under Civil Code Article 405.º allowing two or more companies to combine resources for a common project, distinct from consortium (DL 231/81), ACE (Lei 4/73) and AEIE (Reg. CEE 2137/85).

Shareholders' Agreement Portugal (Acordo Parassocial)

Shareholders' agreement (Acordo Parassocial) for Portugal — governed by article 17.º of the Código das Sociedades Comerciais (DL 262/86). Regulates voting blocks, transfer restrictions, deadlock and exit between shareholders.

Lda Shareholders' Agreement Portugal (Acordo de Sócios — Sociedade por Quotas)

Lda shareholders' agreement for Portugal — built on CSC articles 17.º and 188.º (DL 262/86). Regulates management, supplementary capital, dividends, quota transfers and pre-emption between sócios.

Extraordinary General Meeting Minutes Portugal

Portugal extraordinary general meeting minutes (acta de assembleia geral extraordinária) for SA or Lda, formalising deliberations under article 375 of the Código das Sociedades Comerciais (DL 262/86).

Lda AGM Minutes Portugal (Acta de Assembleia Geral — Sociedade por Quotas)

Annual General Meeting minutes template for a Portuguese Lda — built on articles 248.º and following of the Código das Sociedades Comerciais (DL 262/86). Records attendance, agenda, deliberations and voting majorities.

SA General Meeting Minutes Portugal (Acta de Assembleia Geral — Sociedade Anónima)

General Meeting minutes for a Portuguese Sociedade Anónima (S.A.) — governed by articles 373.º to 389.º of the Código das Sociedades Comerciais (DL 262/86), documenting the convening, quorum, agenda, resolutions and attendance required by article 63.º CSC.

Capital Increase Minutes Portugal

Portugal capital increase minutes (acta de aumento de capital social) for Lda or SA, formalising the deliberation under articles 87 and 265 of the Código das Sociedades Comerciais (DL 262/86).

Board Meeting Minutes Portugal (Acta de Reunião do Conselho de Administração)

Board (Conselho de Administração) meeting minutes for a Portuguese company — governed by article 410.º of the Código das Sociedades Comerciais (DL 262/86), with mandatory record under article 63.º CSC.

Manager (Gerência) Meeting Minutes Portugal

Portugal manager meeting minutes (acta de reunião da gerência) for sociedade por quotas (Lda), formalising deliberations of the gerência under article 252 of the Código das Sociedades Comerciais (DL 262/86).

Company Dissolution Minutes Portugal (Acta de Dissolução de Sociedade)

Dissolution minutes (Acta de Dissolução de Sociedade) for Portugal — governed by the Código das Sociedades Comerciais (DL 262/86) Articles 141.º to 145.º on dissolution and Articles 151.º to 153.º on liquidator powers.

Company Liquidation Minutes Portugal (Acta de Liquidação de Sociedade)

Liquidation minutes (Acta de Liquidação) for Portugal — closes the liquidation phase and approves final accounts and asset distribution under the Código das Sociedades Comerciais (DL 262/86) Articles 146.º to 165.º.

Capital Reduction Minutes Portugal

Portugal capital reduction minutes (acta de redução de capital social) for Lda or SA, formalising the deliberation under article 94 of the Código das Sociedades Comerciais (DL 262/86).

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Real Estate (18 of 72)

Lease Termination Agreement Portugal (Acordo de Cessação do Contrato de Arrendamento)

A mutual lease termination agreement (revogação) for Portugal — governed by article 1082.º of the Código Civil and the NRAU (Lei nº 6/2006), with mutual release and AT notification.

Water Easement Deed Portugal (Constituição de Servidão de Águas)

Water easement deed for Portugal under Civil Code arts. 1557.º-1568.º establishing real right of water capture, conduction or passage between dominant and servient tenements.

Right of Way Easement Agreement — Portugal

Agreement constituting a right of way easement in Portugal, governed by CC articles 1543.º to 1568.º and the Código do Registo Predial.

View Easement Deed Portugal (Constituição de Servidão de Vistas)

View easement deed for Portugal under Civil Code arts. 1543.º, 1360.º and 1362.º establishing the real right to keep windows, doors, balconies or terraces opening within the legal distance over a neighbouring tenement.

Co-owned Property Division Agreement — Portugal

Agreement for the division of co-owned property in Portugal, governed by CC articles 1412.º to 1413.º and the partition rules.

Arrears Repayment Plan Portugal

Repayment plan agreement (acordo de regularização) for arrears in a Portuguese lease, under article 405.º of the Código Civil and the NRAU (Lei n.º 6/2006).

Condominium AGM Minutes Portugal (Acta de Assembleia de Condóminos)

Condominium AGM minutes template for Portugal under Código Civil article 1432.º and the horizontal property regime of articles 1414.º et seq.

Annual Rent Update Notice Portugal (Aviso de Atualização Anual de Renda)

Annual rent update notice (Aviso de Atualização) sent by the landlord under article 1077.º of the Código Civil and the rent coefficient published yearly by the Instituto Nacional de Estatística (INE).

Property Inspection Notice Portugal

Landlord notice scheduling inspection of the leased property under article 1038.º of the Código Civil and the NRAU (Lei n.º 6/2006).

Lease Registration with AT Portugal (Comunicação de Contrato de Arrendamento à Autoridade Tributária e Aduaneira)

Lease registration form for the Autoridade Tributária e Aduaneira (AT) in Portugal — submitted by the landlord through the Portal das Finanças within 30 days of the contract under article 60.º-A of the CIS.

Right of First Refusal Notice Portugal

Notice for exercise of the tenant right of first refusal (preferência) on the leased property under article 1091.º of the Código Civil and the NRAU (Lei n.º 6/2006).

Notice of Works in Leased Property Portugal

Landlord notice of works in a leased Portuguese property under article 1074.º of the Código Civil and the NRAU (Lei n.º 6/2006).

Notice of Opposition to Lease Renewal Portugal (Comunicação de Oposição à Renovação do Arrendamento)

A formal notice of opposition to automatic lease renewal in Portugal — under articles 1097.º (landlord) and 1098.º (tenant) of the Código Civil and the NRAU (Lei nº 6/2006), sent by registered post with proof of receipt.

Lease Transfer Notice Portugal

Notice of lease position transfer (cessão da posição contratual) under article 1057.º of the Código Civil and the NRAU (Lei n.º 6/2006).

Surface Right Deed Portugal (Constituição de Direito de Superfície)

Surface right deed for Portugal under Civil Code arts. 1524.º to 1542.º granting the surface holder the right to construct and maintain works on or below the soil of land owned by the dominus soli, with predial registry inscription.

Right of Use and Habitation Deed Portugal (Constituição de Direito de Uso e Habitação)

Right of use and habitation deed for Portugal under Civil Code arts. 1484.º to 1490.º granting limited personal right to use property and inhabit a dwelling within the needs of the holder and family.

Usufruct Creation Deed Portugal (Constituição de Direito de Usufruto)

Usufruct creation deed for Portugal under Civil Code arts. 1439.º to 1483.º granting the usufructuary the right to use and enjoy property belonging to the bare owner with predial registry inscription.

Warehouse Lease Portugal (Contrato de Arrendamento de Armazém)

Warehouse lease in Portugal for logistics, distribution and storage operations under NRAU (Lei 6/2006) artigos 1108.º+ for non-residential leases, with VAT option, loading docks, security and fire safety provisions.

See all 72 Real Estate templates →

Personal & Family (18 of 55)

Divorce by Mutual Consent Portugal (Acordo de Divórcio por Mútuo Consentimento)

Mutual-consent divorce agreement template for Portugal — based on articles 1773.º, 1775.º and 1776.º of the Código Civil and processed at the Conservatória do Registo Civil.

Child Support Agreement Portugal (Acordo de Pensão de Alimentos)

Child support agreement template for Portugal — based on articles 2003.º-2020.º of the Código Civil and the Fundo de Garantia de Alimentos Devidos a Menores (Lei 75/98).

Parental Responsibilities Agreement Portugal (Acordo de Regulação das Responsabilidades Parentais)

Parental responsibilities agreement template for Portugal — grounded on articles 1906.º-1912.º of the Código Civil and the Regime Geral do Processo Tutelar Cível (Lei 141/2015).

De Facto Union Property Agreement Portugal (Acordo Patrimonial em União de Facto)

A De Facto Union Property Agreement (Acordo Patrimonial em União de Facto) for Portugal — governed by Lei n.º 7/2001 de 11 de Maio, Código Civil arts. 1714.º and 405.º, regulating ownership, contributions and division of assets between unmarried partners.

Authorisation Letter (Portugal)

An authorisation letter for Portugal allowing a third party to act on behalf of the issuer in defined administrative, banking, school or registry matters.

Service Cancellation Letter (Portugal)

Letter to cancel a continuing service contract (telecoms, gym, streaming, insurance, security, energy) in Portugal under Lei n.º 24/96 (Lei de Defesa do Consumidor), DL 24/2014 (distance contracts), DL 56/2010 (fidelity periods) and the Código Civil.

Cease and Desist Letter Portugal (Notificação para Cessar e Desistir)

Cease and Desist letter for Portugal — formal notification under Código Civil article 70.º (personality rights) and the Código da Propriedade Industrial requiring the recipient to stop infringing conduct under threat of judicial proceedings.

Schengen Visa Invitation Letter Portugal (Carta de Convite)

A Schengen Visa Invitation Letter (Carta de Convite) for Portugal — issued by host residing in Portugal in support of a short-stay visa (Type C) application by a foreign national, governed by Regulation (EC) No. 810/2009 (Visa Code) and Lei n.º 23/2007.

Civil Demand Letter Portugal (Carta Interpelativa Civil)

Civil demand letter for Portugal — formal interpellation to constitute the debtor in mora under Código Civil articles 805.º and 806.º, fixing the start of legal interest at 4% (civil) or commercial rate.

Number Portability Request (Portugal)

Request to transfer a fixed or mobile telephone number from one electronic communications provider to another in Portugal under Lei n.º 5/2004 (Lei das Comunicações Eletrónicas) and ANACOM Regulation 58/2005.

Complaint Letter to Business Portugal (Carta de Reclamação a Empresa)

Formal complaint letter to a business for Portugal — grounded on the Lei de Defesa do Consumidor (Lei 24/96) and DL 84/2021 on consumer goods and digital content.

Personal Reference Letter (Portugal)

A personal reference letter for Portugal recommending an individual to a third party — landlord, employer, school, embassy or financial institution.

Bank Service Termination Letter (Portugal)

Formal letter from a bank customer terminating banking services or account in Portugal under DL 91/2018 (PSD2 transposition) and ancillary banking law.

Distance Contract Withdrawal Letter Portugal (Carta de Resolução de Contrato à Distância)

Withdrawal letter for distance and off-premises consumer contracts in Portugal under Decreto-Lei nº 24/2014, artigo 10.º, exercising the 14-day cooling-off period without justification.

Parental Consent for Processing Personal Data of Minors (Portugal)

Parental consent form authorising the processing of personal data of minors under 13 in Portugal, in accordance with Article 8 of the GDPR (Regulation (EU) 2016/679) and Article 16 of Lei 58/2019.

See all 55 Personal & Family templates →

Estate Planning (18 of 49)

Acceptance of Inheritance with Benefit of Inventory (Portugal)

An Acceptance of Inheritance with Benefit of Inventory for Portugal — formal declaration by the heir limiting personal liability for estate debts to the value of inherited assets, governed by Código Civil article 2052.º (acceptance modalities) and articles 2053.º to 2059.º.

Inheritance Acceptance Portugal (Declaração de Aceitação Pura e Simples de Herança)

Declaration of pure and simple acceptance of inheritance in Portugal under CC arts. 2050.º et seq. — heir assumes unlimited liability for estate debts.

Cremation Authorisation (Portugal)

A Cremation Authorisation document for Portugal — formal request and consent for the cremation of the body of a deceased person, governed by Decreto-Lei nº 411/98 (regime jurídico das operações sobre cadáveres) and Lei nº 13/2011 (actividade funerária).

Codicil to Will (Portugal)

A Codicil (Codicilo) for Portugal — supplementary testamentary instrument adding, modifying or clarifying provisions of an existing will without revoking it, governed by Código Civil articles 2179.º and following plus the general regime of articles 2204.º to 2222.º.

Organ Donation Declaration RENNDA (Portugal)

An Organ Donation Declaration for Portugal — manifesting the declarant's position regarding post-mortem organ harvesting, in accordance with Lei nº 12/93 (organ donation regime) and the RENNDA (Registo Nacional de Não Dadores).

Pension Fund Beneficiary Designation (Portugal)

Beneficiary designation form for a Portuguese pension fund under DL 12/2006.

PPR Beneficiary Designation (Portugal)

Beneficiary designation form for a Plano Poupança Reforma (PPR) in Portugal under DL 158/2002.

Life Insurance Beneficiary Designation Portugal (Designação de Beneficiário de Seguro de Vida)

Life Insurance Beneficiary Designation Portugal — appoints beneficiaries under Decreto-Lei 72/2008 article 198.º (Regime Jurídico do Contrato de Seguro), supervised by ASF.

Advance Healthcare Directive Portugal (Diretivas Antecipadas de Vontade — DAV / RENTEV)

An Advance Healthcare Directive (Diretivas Antecipadas de Vontade) for Portugal under Lei n.º 25/2012 — also known as 'testamento vital'. Registered in RENTEV (Registo Nacional do Testamento Vital) for 5 years, renewable.

Movable Property Donation Contract — Portugal

A donation contract for movable property in Portugal under Código Civil articles 940.º and following, covering personal property, vehicles, valuables and financial assets.

Inter Vivos Donation with Usufruct Reserve (Portugal)

Inter vivos donation contract reserving usufruct rights for the donor under Portuguese Código Civil article 958.º.

Mortis Causa Donation Portugal (Doação Mortis Causa — Pacto Sucessório)

Mortis Causa Donation Portugal — donation effective on donor's death under Código Civil articles 1700.º to 1707.º (limited regime within marriage convention).

Fideicomisso Clause in Will Portugal (Cláusula de Fideicomisso)

Fideicomisso Clause in Will Portugal — substitution fideicommissary regulated by Código Civil articles 2286.º to 2306.º, with single substitution of fiduciary heir to fideicommissary heir on death.

Judicial Heir Declaration Portugal (Habilitação de Herdeiros Judicial)

Court petition for judicial declaration of heirs in Portugal — for civil action prosecution under CPC arts. 351.º et seq. when notarial declaration is unavailable or contested.

Notarial Heir Declaration Portugal (Habilitação de Herdeiros Notarial)

Notarial deed of heir declaration (Habilitação de Herdeiros) for Portugal under the Código do Notariado and Lei n.º 23/2013. Required to formalise heirship for tax filings (Modelo 1 — Imposto do Selo), banking, registry and property transfers.

Foundation Creation Deed Portugal (Acto de Instituição de Fundação)

Foundation Creation Deed Portugal — Lei-Quadro das Fundações (Lei nº 24/2012) act of institution by public deed at Cartório Notarial, with patrimonial endowment and recognition by competent authority.

Funeral Instructions Declaration (Portugal)

A Funeral Instructions Declaration for Portugal expressing the declarant's wishes regarding burial, cremation, ceremony, and disposition of remains, in accordance with Código Civil and Decreto-Lei nº 411/98 (regime jurídico das cemitérios e exumações).

Judicial Probate Request Portugal (Requerimento de Inventário Judicial)

Petition to open judicial inventory proceedings in Portugal under CPC arts. 1082.º et seq. and Lei 117/2019 — for estate liquidation, partition, or removal of contested assets.

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Employment (18 of 70)

Hours Bank Agreement Portugal

An Hours Bank Agreement (Acordo de Banco de Horas) for Portugal — governed by Article 208 of the Código do Trabalho (Lei 7/2009) allowing flexible working time accounting between employer and employee.

Invention Assignment Agreement Portugal (Acordo de Cessão de Direitos sobre Invenções)

Invention Assignment Agreement for Portugal under Código da Propriedade Industrial (DL 110/2018) artigos 58.º a 60.º — assigns ownership of employee inventions, software, designs, and know-how to the employer with NIF/NIPC identification, INPI filing rights and remuneration rules.

Employee Confidentiality Agreement Portugal

Employee confidentiality agreement for Portugal, covering trade secrets, personal data, and post-employment obligations under the Labour Code and Industrial Property Code.

Company-Level CCT Collective Agreement Portugal (Acordo de Empresa)

Company-level collective bargaining agreement (Acordo de Empresa) for Portugal, executed between the employer and one or more representative trade unions under Articles 482 et seq. of the Código do Trabalho (Lei 7/2009).

Mutual Termination Agreement (Acordo de Revogação por Mútuo Acordo) Portugal

A Mutual Termination Agreement (Acordo de Revogação por Mútuo Acordo) for Portugal — governed by the Código do Trabalho (Lei 7/2009) Articles 349 to 350, by which employer and worker terminate the employment contract by written agreement with full quittance of credits.

Works Council Election Minutes Portugal (Acta de Eleição da Comissão de Trabalhadores)

Election minutes for the Comissão de Trabalhadores (works council) in Portugal under Articles 415 et seq. of the Código do Trabalho (Lei 7/2009) and Articles 54-56 of the Constitution.

Collective Dismissal Notice (Comunicação de Despedimento Coletivo) Portugal

A Collective Dismissal Notice (Comunicação de Despedimento Coletivo) for Portugal — governed by the Código do Trabalho (Lei 7/2009) Articles 359 to 366, with mandatory information and consultation phase before the Direção-Geral do Emprego e das Relações de Trabalho (DGERT) and supervision by the Autoridade para as Condições do Trabalho (ACT).

Warning Letter to Employee Portugal (Carta de Advertência ao Trabalhador)

A formal Warning Letter to an Employee in Portugal — issued under Article 328.º of the Código do Trabalho (Lei 7/2009) within the employer's disciplinary power.

Salary Increase Letter Portugal (Carta de Aumento de Retribuição)

A Salary Increase Letter (Carta de Aumento de Retribuição) for Portugal — formal employer communication confirming a raise in the worker's gross monthly salary under Código do Trabalho article 129.º.

Job Offer Letter Portugal (Carta de Oferta de Emprego)

Job Offer Letter for Portugal compliant with Código do Trabalho (Lei 7/2009) artigo 102.º (information duties), artigo 263.º (RMMG) and Lei 102/2009 (occupational safety) — sets out role, retribuição, subsídios de férias e Natal, working time, and acceptance deadline.

Promotion Letter Portugal (Carta de Promoção / Subida de Categoria)

A Promotion Letter (Carta de Promoção / Subida de Categoria) for Portugal — formal communication from employer to worker confirming a change of professional category and revised retribution under Código do Trabalho article 119.º.

Employment Reference Letter Portugal (Carta de Recomendação Profissional)

An Employment Reference Letter for Portugal — issued under Article 341.º of the Código do Trabalho (Lei 7/2009) to certify professional performance, duties and tenure.

Resignation Letter Portugal (Pedido de Demissão / Denúncia pelo Trabalhador)

Resignation Letter (Denúncia pelo Trabalhador) for Portugal under Código do Trabalho (Lei 7/2009) artigo 400.º — formal communication of contract termination with statutory notice period (30 or 60 days), grounds optional, return of equipment.

Justified Dismissal Letter (Carta de Despedimento por Justa Causa) Portugal

A Justified Dismissal Letter (Carta de Despedimento por Justa Causa) for Portugal — governed by the Código do Trabalho (Lei 7/2009) Articles 351-358, issued by the employer after completing the mandatory processo disciplinar procedure, terminating employment for serious misconduct.

Worker Termination with Cause Portugal (Carta de Resolução por Justa Causa do Trabalhador)

Worker Termination with Cause letter for Portugal under Código do Trabalho (Lei 7/2009) artigos 394.º to 399.º — formal resolution invoking employer breach (unpaid wages, harassment, unilateral changes), entitling worker to compensation under Art. 396.º and unemployment benefit.

Preventive Suspension Letter Portugal (Carta de Suspensão Preventiva)

A Preventive Suspension Letter (Carta de Suspensão Preventiva) for Portugal — the formal communication that suspends a worker's duty to provide work during a disciplinary proceeding under Código do Trabalho article 329.º.

Workplace Transfer Notice Portugal (Comunicação de Transferência de Local de Trabalho)

A Workplace Transfer Notice (Comunicação de Transferência) for Portugal — formal employer notice changing the worker's habitual workplace under Código do Trabalho articles 194.º to 196.º.

Employee Code of Conduct Portugal (Código de Conduta dos Trabalhadores)

Employee Code of Conduct (Código de Conduta dos Trabalhadores) for Portuguese employers — under Article 128.º of the Código do Trabalho.

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Financial (18 of 40)

Capital Increase Agreement with Investor Portugal

Instalment Payment Agreement (Portugal)

Instalment payment agreement under Portuguese law (Código Civil arts. 405.º, 781.º).

Debt Settlement Agreement (Portugal)

Debt settlement agreement under Portuguese law (Código Civil arts. 787.º and following).

Debt Restructuring Agreement (Portugal)

Debt restructuring agreement under Portuguese law (Código Civil art. 405.º).

Aval (Cambiary Guarantee) — Portugal

Aval (cambiary guarantee) declaration for Portugal under the LULL (Lei Uniforme sobre Letras e Livranças), artigos 30.º to 32.º. Covers livranças and letras de câmbio, total or partial guarantee, and Imposto do Selo obligations.

Debt Collection Letter Portugal

Free debt collection letter template for Portugal. Compliant with CC arts. 805+ on mora. Formal demand before injunction proceedings. Download in PDF or Word.

Post-dated Cheque (Cheque Pré-Datado) Portugal

Post-dated cheque (cheque pré-datado) instrument for Portugal — governed by the Lei Uniforme sobre o Cheque (LUC) and Decreto-Lei nº 454/91 on the use of cheques, including criminal liability for cheques without provision under article 11.º.

Debt Confession (Portugal)

Debt confession (confissão de dívida) for Portugal under Código Civil artigo 458.º. Constitutes an executive title under CPC artigo 703.º when signed with witnessed signatures. Includes default interest, payment plan options and guarantee choices.

Long-Term Rental Agreement (ALD) — Portugal

Long-term rental agreement (ALD) for Portugal — governed by Decreto-Lei n.º 354/86, Código Civil arts. 1022.º+ and Banco de Portugal RGICSF (DL 298/92). Covers vehicle fleets, services, fiscal treatment under CIRC art. 23.º.

Assignment of Credits Agreement — Portugal

Assignment of credits agreement for Portugal — governed by Código Civil arts. 577.º to 588.º. Covers transfer of receivables, notification to debtor and cedent guarantees.

Confirming Agreement (Reverse Factoring) — Portugal

Confirming (reverse factoring) agreement for Portugal — governed by Código Civil art. 405.º (liberdade contratual). Enables buyers to manage supplier payments through a financial institution, offering early payment options.

Consumer Credit Agreement Portugal (Contrato de Crédito ao Consumo)

Consumer credit agreement for Portugal under DL 133/2009 transposing Directive 2008/48/CE. TAN, TAEG, FINE, 14-day withdrawal right.

Mortgage Credit Agreement (Contrato de Crédito à Habitação) Portugal

Mortgage credit agreement for housing in Portugal — governed by Decreto-Lei nº 74-A/2017 of 23 June, transposing Directive 2014/17/EU, with FINE pre-contractual disclosure and Banco de Portugal supervision.

Personal Credit Agreement (Contrato de Crédito Pessoal) Portugal

Personal credit agreement for Portugal — governed by Decreto-Lei nº 133/2009 on consumer credit and the Regime Geral das Instituições de Crédito e Sociedades Financeiras (RGICSF, DL 298/92) supervised by Banco de Portugal.

Factoring Agreement — Portugal

Factoring agreement for Portugal — governed by Decreto-Lei n.º 171/95, de 18 de Julho, and Código Civil arts. 577.º+ (assignment of credits). Covers recourse and non-recourse factoring, credit management and advance payment.

Suretyship Agreement (Contrato de Fiança) Portugal

Suretyship (fiança) agreement for Portugal — governed by Civil Code articles 627.º through 654.º on personal guarantees, with subsidiarity, beneficium excussionis and accessoriness rules.

Financial Leasing Contract (Portugal)

Financial leasing (locação financeira) contract for Portugal under Decreto-Lei 149/95 of 24 June. Covers movable and real estate leasing, lessor authorisation by Banco de Portugal, IVA on rents, residual value purchase option and lessee obligations.

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Government & Compliance (18 of 31)

Special Eviction Action (Ação Especial de Despejo) — Portugal

Special eviction action petition for residential and commercial properties in Portugal, governed by the Novo Regime do Arrendamento Urbano (NRAU — Lei 6/2006) and the Código de Processo Civil.

Change of Activity Declaration (Declaração de Alterações de Atividade) Portugal

A Change of Activity Declaration for Portugal, governed by CIVA art. 32 and CIRS, required when a taxpayer changes their activity code, VAT regime, fiscal address, or other registered details with the Autoridade Tributária e Aduaneira (AT).

Cessation of Activity Declaration (Declaração de Cessação de Atividade) Portugal

A Cessation of Activity Declaration for Portugal, governed by CIVA art. 33 and CIRS, required when a self-employed individual or company permanently ceases taxable economic activity and must deregister with the Autoridade Tributária e Aduaneira (AT).

Start of Activity Declaration (Declaração de Início de Atividade) Portugal

A Start of Activity Declaration for Portugal, governed by CIVA art. 31 and CIRS, required by individuals and companies starting a business activity and registering with the Autoridade Tributária e Aduaneira (AT).

Simplified Business Information (IES) — Portugal

The IES is the annual integrated filing combining financial accounts, tax, and statistical reporting for Portuguese companies, governed by DL 8/2007 and submitted by July 15.

Judicial Tax Challenge (Impugnação Judicial Tributária) Portugal

A Judicial Tax Challenge (Impugnação Judicial Tributária) for Portugal, governed by the Código de Procedimento e de Processo Tributário (CPPT, DL 433/99) articles 99 and following, filed before the Tribunal Tributário competent for the taxpayer's residence or seat.

Corporate Income Tax Return (Modelo 22) — Portugal

The Modelo 22 is the annual corporate income tax return filed with the Autoridade Tributária e Aduaneira by all entities subject to IRC in Portugal, governed by CIRC art. 117.º and DL 442-B/88.

IRS Modelo 3 — Personal Income Tax Return Portugal

Personal income tax return (IRS Modelo 3) for Portugal — governed by CIRS art. 57.º and submitted to Autoridade Tributária e Aduaneira (AT) via Portal das Finanças between 1 April and 30 June for the prior tax year.

IRS Modelo 3 — Annex A (Employment Income) Portugal

IRS Modelo 3 Annex A for employment income and pensions in Portugal — governed by CIRS arts. 2.º and 11.º. Declares Category A (wages, salaries, benefits in kind) and Category H (pensions) income to Autoridade Tributária e Aduaneira (AT).

IRS Modelo 3 — Annex B (Self-Employment) Portugal

IRS Modelo 3 Annex B for self-employment and sole-trader income in Portugal — governed by CIRS arts. 3.º to 9.º. Covers Category B income declared under the simplified regime or for single acts (recibos verdes) to Autoridade Tributária e Aduaneira (AT).

IRS Modelo 3 — Annex F (Rental Income) Portugal

IRS Modelo 3 Annex F for rental income in Portugal — governed by CIRS arts. 8.º and 72.º. Declares Category F rental income from residential and commercial leases (NRAU Lei 6/2006) to Autoridade Tributária e Aduaneira (AT).

IRS Modelo 3 — Annex G (Capital Gains) Portugal

IRS Modelo 3 Annex G for capital gains in Portugal — governed by CIRS art. 10.º and 43.º. Declares Category G income including property sales, share disposals, and other capital gains to Autoridade Tributária e Aduaneira (AT).

IRS Modelo 3 — Annex H (Tax Benefits and Deductions) Portugal

IRS Modelo 3 Annex H for tax benefits and deductions in Portugal — governed by CIRS arts. 78.º to 87.º-A and EBF (DL 215/89). Declares deductions for health, education, housing, PPR pensions, donations and other tax benefits to Autoridade Tributária e Aduaneira (AT).

Periodic VAT Return — Portugal

The Declaração Periódica de IVA is the periodic VAT return submitted by Portuguese taxable persons to the Autoridade Tributária e Aduaneira, governed by CIVA art. 41.º and DL 394-B/84.

VAT Recapitulative Statement — Portugal

The VAT Recapitulative Statement (Declaração Recapitulativa) is filed by Portuguese VAT-registered operators with intra-EU transactions, governed by CIVA art. 30.º and RITI.

VAT Refund Request — Portugal

The VAT Refund Request allows Portuguese taxable persons with excess deductible VAT to recover their credit from the Autoridade Tributária, governed by CIVA art. 22.º.

Stamp Duty Inheritance Declaration (Modelo 11) — Portugal

Modelo 11 is the inheritance stamp duty declaration filed with the Autoridade Tributária by heirs or their representatives within 3 months of death, under the Código do Imposto do Selo.

Fiscal Representative Appointment Portugal (Nomeação de Representante Fiscal)

A Fiscal Representative Appointment for Portugal under LGT art. 19(6) and CIRS art. 130, required for non-EU/EEA residents who have Portuguese tax obligations — income from Portuguese property, dividends, or business activities — to designate a resident in Portugal to represent them before the Autoridade Tributária e Aduaneira (AT).

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