Get Direc O-geral Dsri - Direc O Dos Impostos - D G C I De Servi Os Das Rela Es Internacionais Rep

Filling out the DIREC O-GERAL DSRI form is essential for claiming repayment of Portuguese tax on royalties, dividends, and interest. This comprehensive guide walks you through the step-by-step process to ensure accuracy and compliance when completing this form online.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the DIREC O-GERAL DSRI form, ensuring the form opens correctly in your document editor.
2. Begin with Box I, which identifies the beneficial owner of the income. Enter the business name or personal name along with the complete tax residence address. Ensure that the information is presented clearly and accurately in capital letters if handwritten.
3. Fill in the Tax Identification Number (TIN) for the country of residence. If applicable, include the Portuguese TIN as well. Note that this may be waived if the form is submitted directly to the DSRI by the beneficial owner.
4. Proceed to Box II to identify the types of income for which repayment is claimed. Mark the applicable box for royalties, dividends, or interest, and provide all required details.
5. For each source of income, enter specific details such as nature of the royalties, dates of income conclusion, gross income, tax withheld, and the amount to be repaid, as necessary.
6. In Box III, obtain the certification from the tax authorities of the state of residence. Ensure it is correctly filled to confirm residency status for tax purposes.
7. Complete Box IV, where necessary questions must be answered with 'Yes' or 'No.' Elaborate on the responses as applicable.
8. If relevant, Box V should be filled out by the entity responsible for withholding tax in Portugal. Ensure that all fields are completed without omission.
9. In Box VI, include details of the legal representative in Portugal if this individual is authorized to act on behalf of the beneficial owner.
10. Conclude by signing Box VII, ensuring that all statements made are accurate. The signature must be from the beneficial owner or their legal representative.
11. Finally, save your form, then download, print, or share it as required, ensuring copies are sent to the appropriate entities as specified.

Start filing your document online today for a seamless experience.