Taxation

Base Knowledge

Knowledge about legislation, the hierarchy of laws and their application in time and space (obtained from secondary education) are desirable.

Teaching Methodologies

1. Verbal methods (say), making use of the following educational resources: exposition, explanation, dialogue and questioning;

2. Intuitive Methodologies (show), making use of the following educational resources: demo, audio-visual and written texts;

3. Active methodologies (do), making use of the following educational resources: group work and case studies.

 

Learning Results

Understand the Portuguese tax system.

Learn the applicable legislation and learn how to frame and solve practical cases related to IRS, IRC and VAT.

Understand the articulation with the other curricular units, namely those that allow the calculation and liquidation of direct and indirect taxes.

The training in Taxation aims to provide future business management professionals with a theoretical-practical mastery of tax systems.

 

 

Program

1. Introduction to the Portuguese tax system (general concepts, taxes, stages of a tax, guarantees for taxable persons)

2. Personal Income Tax (IRS) (rules of incidence, exemptions, calculation of taxable income, rates and deductions)

3. Corporate Income Tax (IRC) (rules of incidence, exemptions, calculation of taxable income, rates and payment rules)

4. Value Added Tax (VAT) (incidence rules, exemptions, rates and payment rules)

 

 

 

Curricular Unit Teachers

Cláudio Daniel Nunes Correia

Grading Methods

Periodic evaluation
  • - 3 written tests - 100.0%
Final Evaluation
  • - Written test - 100.0%

Internship(s)

NAO

Bibliography

Legislation

Administrative and Judicial Procedure Code

Corporate Tax Code

General Taxation Law

Personal Income Tax Code

Tax Benefits Statute

Value Added Tax Code

VAT System for Intra-Community Transactions

Books

Abreu, J. & Pereira, L. (2025). Fiscalidade exercícios – 2000 questões sobre IRS, IRC, IVA, IMI, IMT, SELO. Edições Almedina.

Catarino, J. R. & Guimarães, V. B. (2021). Lições de fiscalidade – Princípios gerais e fiscalidade interna. (7.ª ed.). Almedina.

Martins, A., Taborda, D. & Sá, C. (2025). A dedutibilidade de gastos no IRC – Uma análise económico-fiscal (2.ª ed.). Edições Almedina.

Nabais, J. C. (2019). Direito fiscal. (11.ª edição). Edições Almedina.

Palma, C. (2025). Estudos de IVA VIII. Edições Almedina.

Pereira, P. R. (2025). Manual de IRS. (6.ª ed.). Edições Almedina.

Rocha, I. & Rocha, J. (2025). Fiscal – edição académica (35.ª ed.). Porto Editora.

Sarmento, J. M. & Matos, C. (2023). Manual teórico-prático de IVA: Mais de 200 exercícios e questões práticas (4.ª ed.). Edições Almedina.

Sarmento, J. M., Pinto, M. & Nunes, R. (2023). Manual teórico-prático de IRC: Mais de 250 exercícios e questões práticas (5.ª ed.). Edições Almedina.

Teixeira, G. (2025). Manual de direito fiscal – Da teoria à prática (7.ª ed.). Edições Almedina.

Vasques, Sérgio (2024). Manual de direito fiscal. (2.ª ed.). Edições Almedina.

Vasques, S. (2025). Cadernos IVA 2025. Edições Almedina.