DOCUMENTS
E-Fatura explained
What is E-fatura?
E-fatura is an application launched to assist in the online registration of invoices. The Portuguese government introduced this system to control the VAT transactions. Instead of setting up a department to check these transactions, they leave part of the responsibility with the Portuguese residents. For adding the NIF number to invoices, the residents receive a deduction on their annual income taxes (IRS).
The E-fatura system links the invoice from the supplier to your personal page, connected by the NIF number. Due to the registration of the invoice, the state can control the incoming and outgoing VAT payments.
How do I benefit from E-fatura?
For adding your NIF number to invoices, you will receive a deduction on your annual income taxes (IRS). These deductions will be explained in the article below.
How to use E-fatura with purchases?
As of the 1st of January 2016, the cashier is obliged to ask each costumer if they would like their personal NIF number on the invoice. This counts for all stores in Portugal. The cashiers are obliged to ask, but you are not obliged to give or request. It´s your responsibility to check if the NIF number is correctly stated on your invoice. If your NIF number isn´t included, it usually states “Consumidor final” translated to English “End consumer”.
How does the website work?
Make sure you have your NIF number and senha de accesso (password) with you.
-
Go to the following link: https://faturas.portaldasfinancas.gov.pt/home.action
-
Login with your credentials
-
When you are logged in into the website you will see the following deductions:
General expenses
35% of the expenses will be deductible until the maximum of €250,-.
Health expenses
15% of the health expenses will be deductible until the maximum of €1000,-.
Education expenses
20% of the education expenses including books which are used to study. The maximum for this category is €800,-.
Rent
Rent of your first home. 15% of the total costs with a maximum of €502,-
Mortgage
Only possible for property bought before 31/12/2011. 15% of the costs with a maximum of €296,-
Elderly care
25% of the elderly care expenses until a maximum of €403,75.
Car reparations
15% of the invoiced IVA until a maximum of €250,-.
Motor reparations
15% of the invoiced IVA until a maximum of €250,-.
Restaurants and hotels
15% of the invoiced IVA until a maximum of €250,-.
Hairdressers & Barbers
15% of the invoiced IVA until a maximum of €250,-.
Pet care
15% of the invoiced IVA until a maximum of €250,-.
Public transport
15% of the invoiced IVA until a maximum of €250,-.
Gyms
15% of the invoiced IVA until a maximum of €250,-.
(The maximums are per person, per tax year)
The numbers in blue, below the year, show you how much you saved already.
When you click one of the icons below, you will find the invoices specifically belonging to that subject.
You are obliged to save the paper versions of the Efatura invoices, for up to 4 years.
If you have any further questions regarding this article, feel free to reach out to us on contact@cryptotaxesportugal.com.