Get Mod. 23-rfi - Steuerliches-info-center

The MOD. 23-RFI form is essential for claiming the repayment of Portuguese tax on royalties, dividends, and interest. This guide outlines clear, step-by-step instructions to help users successfully navigate the process of completing the form online.

Follow the steps to accurately complete the MOD. 23-RFI form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the year corresponding to the income in the designated field.
3. In Box I, provide the identification details of the beneficial owner, including name, Tax Identification Number (TIN) from the country of residence, and address.
4. Complete Box II by specifying the nature of income and fill in the corresponding gross income, tax withheld, and the amount of tax to be refunded for royalties, dividends, or interest.
5. In Box III, ensure certification from the tax authorities of the country of residence is obtained and included.
6. Answer the questions in Box IV, providing clear responses and details where necessary.
7. Complete Box V if you are the entity responsible for withholding tax in Portugal, ensuring all information is accurately filled in.
8. If applicable, fill out Box VI to identify the legal representative of the beneficial owner in Portugal.
9. Final steps include signing Box VII and saving changes to the completed form. Users can download, print, or share the form upon completion.

Begin your application today and complete the MOD. 23-RFI form online!