SIFIDE E-Book | Essential guide to capitalizing on R&D and reducing corporate income tax payable

Boost innovation in your company: The definitive guide to success in SIFIDE 2025

Transform your investment in Research and Development (R&D) into real tax savings. Learn how to reduce the Corporate Income Tax (IRC) payable and increase your business's competitiveness with our practical guide on SIFIDE.

Portugal has set the goal of investing 3% of GDP in R&D by 2030, creating a scenario of opportunity for companies that bet on innovation. However, many managers still associate R&D support with complex processes or extra investments. The reality is that SIFIDE focuses on expenses your company may already be incurring, such as salaries of qualified technicians and operating costs, converting them into a direct reduction of the tax payable.

SIFIDE (Tax Incentive System for Business R&D) is the main instrument to support this effort, but navigating the definitions of "technical uncertainty" and eligibility rules requires a rigour that cannot be overlooked.

If you intend to maximise the return on your investment and ensure the compliance of your application, this guide was designed for you.

Convert your R&D into strategic value

This e-book, created by Yunit Consulting, demystifies access to the largest tax benefit for innovation in Portugal. With this manual, your company will know how to:

• Maximise Tax Deduction: Understand how to obtain a deduction from the tax payable of up to 82.5% of your investments in R&D;
• Identify Eligible Expenses: Learn how to include personnel costs, operating expenses, patents, and even the acquisition of tangible fixed assets;
• Value Day-to-Day Innovation: Learn to classify creative and systematic activities you already perform as R&D projects;
• Differentiate Yourself in the Market: Use the benefit to finance new products and processes, reinforcing your competitive position;
• Ensure Approval: Get to know the stages of a robust application, from technical analysis to the precise calculation of the tax credit.

What you will find in this practical guide:

This e-book is structured to support your decision-making step by step:

• What is SIFIDE: The definition of the system and how it acts directly on reducing IRC;
• Facts and Figures: Data on the average tax credit per application and approval rates;
• R&D Criteria: What makes an activity eligible (novelty, creativity, uncertainty, systematic, and reproducibility);
• Benefit Calculation: How the base rate of 32.5% and the incremental rate of 50% work;
• 6 Reasons to Bet on It: From the deduction of up to 100% of the tax due to the possibility of using the benefit for a period of 12 years;
• Yunit Methodology: The six-step roadmap - Analysis, Technical Description, Validation, Calculation, Determination, and Documentation - for application success;
• SIFIDE Simulator: Where and how to simulate the real impact on your company's tax burden.

This guide is an essential tool for managers and financial directors who want to transform knowledge and technique into financial solidity.

Download for free now and ensure that your company's innovation is duly rewarded in 2025.