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Investing in Azores: A Tax-Friendly Haven for Accommodation Businesses (IRC)



The Azores, Portugal's stunning archipelago, offers more than just breathtaking landscapes and a serene lifestyle. It's also a compelling destination for investors, particularly those interested in the thriving tourism sector. One of the key advantages of investing in the Azores is the favorable tax climate. Compared to mainland Portugal (21%), the Azores boasts lower corporate income tax rates (16,8%), making it an attractive option for those looking to establish accommodation businesses.



With several potencial buyers asking me about this subject, this comprehensive guide delves into the intricacies of Corporate Income Tax (IRC) in Portugal, with a particular focus on the benefits available to investors in the Azores.


What is IRC?

IRC is a tax on profits made by companies operating in Portugal. It applies to both Portuguese and foreign companies.


Who Pays IRC?

  • Companies with commercial, industrial, or agricultural activities in Portugal.

  • Other entities like associations, foundations, and cooperatives.

  • Foreign companies earning income in Portugal.


How Does IRC Work?

  • Based on previous year's profits.

  • Filed annually (Modelo 22) by May 31st.

  • Standard rate in Azores is 16,8% insted of 21% in Portugal mainland but varies for small-medium companies and those with profits over €1,500,000.

  • Additional taxes apply at municipal and state levels.


Key Points:

  • Taxable profit is income minus deductible costs.

  • Tax benefits and losses can affect the taxable amount.

  • Municipal surcharge varies by location.

  • Autonomous taxation applies to specific costs.

  • State surcharge applies to profits over €1,500,000.

  • Madeira and Azores have special tax regimes.


Payment and Compliance:

  • Pay through Modelo 22.

  • Make advance payments in July and September.

  • Penalties for late payments.

  • Some entities are exempt (e.g., public entities, social institutions).

  • Tax inspections can occur.


Reducing IRC:

  • Take advantage of tax benefits.

  • Efficiently manage tax losses.

  • Consult an accountant for tailored advice.


Remember:

  • Comply with deadlines and regulations.

  • Seek professional help for complex situations.


Navigating Corporate Income Tax (IRC) can be complex, but understanding its fundamentals is essential for businesses operating in Portugal. By grasping the core concepts, including taxable profit, tax rates, and filing requirements,companies can optimize their tax obligations and financial planning. While this overview provides a solid foundation, it's crucial to consult with a tax professional for personalized advice tailored to your specific business circumstances. Staying informed about tax changes and taking advantage of available tax benefits can significantly impact your bottom line.


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