Automatic IRS 2026: Find out if you qualify and how to get your refund faster

Q: Who qualifies for automatic IRS in 2026?

Eligible taxpayers must meet all conditions below and must not fall under any exclusion situations.

Q: How to check if you're covered?

To verify, simply access the Tax Portal with your identification password. If there is no direct shortcut to IRS on the home screen, look in "All Services" → "IRS" → "Automatic IRS".

20 March 2026

Bruno Rodrigues

2 min read

irs impostos finanças pessoais irs automático irs jovem reembolso portal das finanças

Automatic IRS 2026: Find out if you qualify and how to get your refund faster

With the IRS filing campaign starting on April 1st, it's time to understand if you're covered by automatic IRS - the regime that waives the need to fill in the declaration and, more importantly, speeds up your refund. Eligible taxpayers have immediate access to the settlement proposal, with the exact amount to receive or pay, without any additional bureaucracy.

Automatic IRS is also a more accessible solution for those who have greater difficulties accessing the internet, as the process is simplified to the maximum and does not require any manual filling.

"Eligible taxpayers have immediate access to the settlement proposal - no filling, no surprises, with the refund arriving faster."

In 2026, there is a relevant update: taxpayers covered by IRS Jovem (Youth IRS) are now eligible for automatic IRS, with the pre-filled declaration including information reported to the Tax Authority - including various tax deductions.

Who qualifies for automatic IRS in 2026?

Eligible taxpayers must meet all conditions below and must not fall under any exclusion situations.

✅ Eligibility conditions

Employment income (Category A)

Pensions (Category H)

Service income (Category B, except "Other service providers"), under the simplified regime, with all invoices issued through the Tax Portal

Income taxed at withholding rates, without the option of aggregation

Income obtained only in Portugal, by residents throughout the year (excluding non-habitual residents)

Tax benefits from donations, PPR or accounts managed under the public capitalization regime

❌ Exclusion situations

Payment of alimony

Deductions related to ascendants

Need to restore tax benefit values

Disability deductions

Deductions for international double taxation

Deductions under AIMI

Outstanding tax debts as of December 31, 2025

For married or common-law taxpayers, a provisional declaration is available for each taxation regime: joint or separate.

How to check if you're covered?

To verify, simply access the Tax Portal with your identification password. If there is no direct shortcut to IRS on the home screen, look in "All Services" → "IRS" → "Automatic IRS".

If you are not covered, the portal displays a message indicating that you must file the Model 3 declaration under general terms.

How to check on the portal - step by step

Access the Tax Portal and log in

Select "All Services" in the side menu

Scroll until you find "IRS"

Click on "Automatic IRS"

Check whether or not you are covered by the regime

Key dates 2026

April 1st - Start of the IRS 2025 filing campaign

June 30th - Deadline for IRS declaration filing

Automatic IRS - Available in advance for eligible taxpayers, with faster refunds

2026 Update: Youth IRS

For the first time, taxpayers covered by IRS Jovem (Youth IRS) are eligible for automatic IRS, with the pre-filled declaration including all applicable tax deductions.