Finanças · Portuguese Tax Authority

Tax refund on royalties, dividends and interest

To request a refund of Portuguese tax withheld on royalties, dividends or interest, except share dividends and interest on debt securities. Blank PDF, with guidance on completing and signing it.

What it is used for

  • To request a refund of Portuguese tax withheld on royalties, dividends or interest, except share dividends and interest on debt securities.

More about this document

Fictional practical example

You are tax resident in another country and received royalties with tax withheld in Portugal.

What it is

Form 23-RFI — Request for a refund of Portuguese tax on royalties, dividends and interest, excluding dividends and interest covered by Form 22-RFI. Submit to Direção de Serviços de Relações Internacionais (DSRI). For beneficiaries who are not tax resident in Portugal, where an applicable double taxation agreement exists. Includes the blank Portuguese/English original with integrated instructions. Requires a residence certificate from the other country’s tax authority covering the period and liability to tax. This is not a general personal income tax claim; the service does not submit the request or guarantee relief. The declaration by the Portuguese entity that withheld the tax must be completed by that entity.

Collection with PedirDocumentos

We help you get the right form, explain what it is for and guide you through completing it. You receive the blank PDF after paying for the service, without needing to log in to the authority’s portal. Include it with other documents in the same individual request and payment.

Get form

Points to check and differences

This is a blank form, not a certificate or a document issued in your name. The person or organisation specified on the form is responsible for completing and signing it; we do not submit applications, book appointments or guarantee approval. The PedirDocumentos fee covers obtaining and organising the form, explaining its purpose and guidance on completing it. Check the applicable version and requirements with the authority.

Frequently asked questions

What is this form used for?

To request a refund of Portuguese tax withheld on royalties, dividends or interest, except share dividends and interest on debt securities.

Is the form already completed?

You receive a blank PDF with guidance. The form must be completed and signed by the person or organisation specified on it.

Can I request it with other documents?

Yes, through the individual journey, at the displayed price and with one final payment. No authority login is needed for this form.

Can Júlia help me complete it?

Yes. She can explain what each field means and answer your questions. Completing, signing and submitting it remains your responsibility or that of the person specified on the form.

Page version: