Summary

(1) Identification & Legal Entity

  • Valid ID: Portuguese Citizen Card (Cartão do Cidadão), Passport, or Residence Permit

  • Tax Identification Number (NIF) associated with the owner

  • Legal ownership structure: individual (person), company name (if applicable)

    • In case of corporate ownership, certificate of incorporation (Inicio de actividade)


(2) Proof of Property Ownership

  • Caderneta Predial (tax registry): official property record from Finanças confirming ownership and description of the property 

  • Certidão permanente ou certidão de teor: optional but recommended document confirming legal status and any encumbrances 

(3) Licensing & Compliance Documents

  • Energy Performance Certificate (Certificado Energético): required by law for any rental property in Portugal 

  • License of Habitation (Licença de Utilização): issued by the municipal council to attest legal habitability or commercial use  (if applicable)

  • Alojamento Local (AL) license, if renting short-term tourism stays

(4) Rental Documentation (if previously rented)

  • Copies of active rental agreements (Contrato de Arrendamento)

  • Tenant history and deposit documentation (e.g. proof of previous tenant payments or security deposits) 

  • Existing keys, access codes, condo rules if applicable

(5) Insurance & Safety

  • Homeowner’s insurance policy (optional but highly recommended) to cover liability and property damage

  • Proof of safety equipment and installations compliance (smoke detectors, fire extinguishers, welcome booklet, etc.)

(6) Financial & Accounting Information

  • Access credentials (view-only or copy) to Portal das Finanças to review tax filings and income records (via chartered accountant) 

  • Bank account (IBAN) for rental income transfers

  • If managing via company, NIF and tax registration of the company


Summary Checklist

Document Group

Required Documents

Identification

ID document, NIF, legal entity (individual or corporate)

Property Proof

Caderneta Predial, Certidão permanente

Licensing & Compliance

Energy Certificate, Habitation License, AL license

Rental History

Lease agreements, tenant records, keys/access data

Safety & Insurance

Insurance policy report, safety equipment checklist

Financial Access

Portal das Finanças access, bank IBAN


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Get started with property management

From setup to daily operations, we take care of
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