IRS Anexo F for landlords in Portugal, organised year-round
Record rent and expenses in Aluseg and get an annual summary per owner and property to fill in the Anexo F (Category F) or hand to your accountant.
- Free on every plan
- OCR invoice reading on paid plans
- CSV export
The essentials
Expenses, invoices and rent in one place
At tax time, accountants always ask for the same things: rent received, expenses with supporting documents and the result per property. That is what Aluseg organises throughout the year.
Expenses per property with proof
Every expense is linked to a property, with category, supplier, supplier NIF, invoice number and the stored supporting document (PDF, JPG or PNG).
Tax status per expense
Every expense carries a status: Potentially deductible, Not deductible or Review, plus a deductible percentage.
Annual summary per owner and property
The Anexo F preparation screen shows rent received, expenses, potentially deductible amount and preparation result, with co-owner shares and CSV export.
Aluseg does not file your return
Aluseg does not file your tax return with the tax authority: it prepares the data; you or your accountant submit it.
How it works
From recording to Anexo F in four steps
Anexo F declares rental income (Category F) and the deductible expenses set out in article 41 of the IRS Code.
- 1
Record your expenses
In Expenses › New expense, pick the property, date, category and amount, and attach the supporting document. Or use Read invoice, Import CSV or Recurring expenses.
- 2
Set the tax treatment
Mark each expense as Potentially deductible, Not deductible or Review, and enter the potentially deductible percentage.
- 3
Set owners and shares
Add co-owners with name and NIF. Without any setup the holder counts at 100%; with co-owners, the shares for each property must add up to 100%.
- 4
Review the summary and export
Pick the tax year, review rent, expenses and the deductible amount per owner and property, and export CSV for your accountant. You can lock the tax year to freeze the data; reopen it to correct anything.
In detail
What feeds into the Anexo F summary
Rent marked as paid in Aluseg flows into the year's summary automatically.
Expenses per property
Categories: maintenance and repairs, condominium fees, property taxes, insurance, utilities, management, legal or professional services, financing and other.
- Paid plans
Automatic invoice reading
Upload an invoice (PDF, JPG, PNG or WebP) and Aluseg proposes supplier, date, amount and VAT; you confirm each field, with a warning for possible duplicate invoices.
- Up to 500 rows
Recurring expenses and CSV import
Recurring expenses (monthly, quarterly, half-yearly or annual, such as condominium fees) and CSV import, with preview and duplicate detection.
Rent received automatically
Rent marked as paid in Aluseg flows into the tax year's summary automatically.
Locking the tax year
The account holder can lock the tax year, which freezes that year's expenses and paid rent; to correct anything, it must be explicitly reopened.
Plans
What is included in each plan
| Feature | Free | Essential | Expert | Pro |
|---|---|---|---|---|
| Properties | 1 | Up to 5 | Up to 20 | Up to 25, 100 or 500 leases |
| Expense tracking with supporting documents | Yes | Yes | Yes | Yes |
| Recurring expenses and CSV import | Yes | Yes | Yes | Yes |
| Automatic invoice reading (OCR) | — | Yes | Yes | Yes |
| Anexo F preparation, co-owner shares and CSV export | Yes | Yes | Yes | Yes |
| Document storage | 100 MB | 1 GB | 5 GB | Same as Expert |
| Price | €0 | €7/month or €60/year, VAT included | €25/month or €199/year, VAT included | From €29/month + VAT |
Full details on the pricing page and in the Aluseg fact sheet. See all features.
Frequently asked questions
Anexo F with Aluseg
Does Aluseg file my Anexo F with the tax authority?
No. Aluseg organises rent and expenses and prepares an annual summary per owner and property, exportable as CSV. The IRS return is submitted by you or your accountant on the Portal das Finanças.
Which expenses can I record?
Maintenance and repairs, condominium fees, property taxes, insurance, utilities, management, legal or professional services, financing and others. Each expense is tagged as potentially deductible, not deductible or to review; final deductibility should be confirmed with an accountant.
How does it work for a co-owned property?
You add each co-owner with name, NIF and ownership share. The shares for each property must add up to 100%, and the summary splits rent and expenses per owner according to those shares.
Can I import expenses from a spreadsheet?
Yes. CSV import accepts up to 500 rows and 1 MB, with property, date, category, supplier and amount columns. Each row is previewed and possible duplicates are flagged before import.
How much does it cost?
The Free plan covers 1 property. Essential costs 7 euros per month or 60 euros per year, VAT included, for up to 5 properties; Expert costs 25 euros per month or 199 euros per year, VAT included, for up to 20 properties. Automatic invoice reading is included in paid plans.
For information only; not legal or tax advice. Last reviewed: 27 September 2026.
Reach tax season with your Anexo F already prepared
Record rent and expenses all year and export the summary per property and owner. Free account, no card, ready in minutes. The app is available in English.
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