Residence, source, income
The simulator starts with the minimum facts needed for treaty logic: residence country, source country, income category and beneficiary.
No final rate without context.Verified tax intelligence
Tax residence and treaty questions, structured before advice.
ARI residence is not the same as tax residence. Yieldra separates immigration status, tax residence, worldwide income, Portuguese-source income, dividends, treaty relief and incentive regimes.
AT, treaties, CIRS
Outputs prioritise Portuguese Tax Authority material, treaty text, tax-code provisions and professional review triggers.
Every answer keeps its basis.Escalation by scenario
Dividends, pensions, trusts, companies, capital gains and relocation plans are flagged for certified tax review.
Simulation is not advice.Brief for review
Tax simulations can become structured case notes with assumptions, risk level and next action for HubSpot/advisors.
Operational, not just informative.Tax simulator
Residents, non-residents and double taxation.
The simulator shows assumptions, source links and next steps. It does not replace review by a certified accountant or Portuguese tax lawyer.
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Enter the tax facts
The app will separate tax residence, income source, treaty route, Portuguese Tax Authority forms and need for professional review.
Tax answer policy
How Yieldra should answer tax questions.
ARI residence, permanent residence, nationality and tax residence are different concepts.
Tax answers should point to the Portuguese Tax Authority, tax codes, official treaties or Diário da Republica.
Ordem dos Contabilistas Certificados content can support interpretation, but it does not replace law, AT guidance or case-specific advice.
Double tax treaty analysis depends on residence country, source country, income category and beneficial owner.
The app must not promise tax optimisation, effective tax rate or net return without individual analysis.
Relocation, dividends, capital gains, trusts, companies and succession planning require a tax specialist.
Tax residence
The starting point for Golden Visa families is article 16 of the Portuguese Personal Income Tax Code. ARI minimum stay rules do not, by themselves, determine Portuguese tax residence.
Income, dividends and withholding
Dividends, interest, rent, capital gains and business income can be treated differently depending on residence, source, beneficiary and treaty relief.
Double tax treaties
The app should consult the treaty relevant to the family's country and distinguish domestic law, treaty limits and the procedure to claim treaty benefits.
How the app should simulate treaties
Each simulation should show residence country, source country, income type, gross amount, treaty article to review, Portuguese domestic rule and documents needed to apply a reduced rate or request a refund.
The first matrix covers Brazil, Canada, China, United Arab Emirates, United States, Philippines, France, Hong Kong, Israel, United Kingdom, Switzerland, Thailand and Vietnam. For the Philippines and Thailand, the public matrix consulted does not confirm a DTT with Portugal; the app should show that operational absence and always validate against the official AT directory. Final tax rates should only be activated after each treaty field is parametrised and reviewed.
CaseAutomated analysisLimitEscalation
Portuguese residentCheck worldwide income, relevant annex and foreign tax credit.Does not calculate final tax without the full annual income profile.Tax specialist for annual filing, credit and aggregation.
Non-residentCheck if income is deemed Portuguese-source and subject to withholding.Does not decide permanent establishment or beneficial ownership alone.Certified accountant for compliance filing.
Treaty applicablePoint to AT treaty text and RFI/residence certificate forms.Internal table must be validated before using final rates.Tax lawyer where companies, funds, trusts or dual residence are involved.
NHR, IFICI and tax incentives
Historic NHR, transitional regimes and IFICI must be handled carefully. Eligibility depends on date, activity, previous residence and formal compliance.
OCC as professional support source
The Ordem dos Contabilistas Certificados should be linked as a professional context layer for tax articles and practical interpretation. In user-facing answers, Yieldra should still cite AT, tax codes, treaties or Diário da Republica first.
Tax matrix used by the app
TopicMain sourceSupport sourceWhen to escalate
Tax residenceCIRS Article 16AT / OCCDual residence, permanent home, family across countries
DividendsCIRS / CIRC / DTTAT forms / OCCBeneficial owner, company, treaty claim
TreatiesAT treaty directoryAT formsSpecific article application and proof of residence
IncentivesEBF / IFICI / NHRAT FAQs / OCCTiming eligibility or qualified activity
FundsAT + CMVMFund documentsReturn, liquidity, suitability, personal tax position
Turn the simulation into a family diagnostic.
Save the facts, attach evidence and route the case to the right legal, tax or wealth review.
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