Sell ​​a house: what documents are needed?

Before selling a property, it is essential that you have in your possession all the necessary documents organized and gathered. Next, we will present each one of them and their respective usefulness.
23 Apr 2022 min de leitura
Mandatory documents to sell your home:

Identification of the Owner/the – Photocopy of the Citizen's Card/Passport.

Land Registry Certificate – This document can be consulted and requested online or in person. You can see the entire history of the property, namely how many registrations have already been made, check who owns the house and if there is any pending charge.

-» If the certificate is requested in person at a Conservatory of Land Registry it costs €20. In turn, if requested in the online Land Registry, it will cost €15. Any one, once issued, will be valid for 6 months.

Caderneta Predial – Also known as a matrix certificate, this is considered a property identification document, where it is possible, through consultation, to obtain the tax information of a property, as well as its characteristics: location, areas, description, holders , among other information. It has a validity of 12 months and can be requested for free on the finance portal or at a branch of the Tributary and Customs Authority (AT), with an associated cost. It also allows you to determine the Municipal Property Tax (IMI) to be paid.

License for use – This document can be requested at the City Council and allows you to know the purpose of using the property. Whether it is for residential, commercial, service or industrial purposes.

Property Plant – It can also be requested from the City Hall and defines the layout and areas of the property. If there are "extra" spaces such as the garage, storage room or annexes, they must also be included in this document.
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Energy certification – This document has been mandatory since 2013 and evaluates the energy efficiency of a home. It has information on some components of the property such as insulation, water, air conditioning and ventilation. It also indicates what improvements can be made to make the property more efficient. It can bring tax benefits and add value to your home. The classification is obtained through a scale that goes from the letter A+ (quite effective) to F (very little effective).
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Housing Data Sheet – It is a document that lists the properties of a residential property, with regard to its technical and functional aspects, after construction or carrying out some type of remodeling. Properties whose construction is prior to March 30, 2004 or whose dwelling license was requested before this date, do not need this document to carry out the sale.
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Condominium Declaration – Currently, when selling a house, you must inform the condominium administration. This procedure must be carried out 15 days before the deed, by registered mail. After receiving this information, the condominium administrator must issue, within 10 days at the most, a statement that the owner has no debts.
Right of preference- Property owners, before placing an asset on the market and proceeding with the process of selling their property, must respect the right of preference of the Municipalities, Autonomous Regions and the State. For this you must access the portal: casapronta.pt and at the end of the page you will find the place where you must complete the document to exercise it. The cost of the same is 15€. The period for exercising this preemptive right by the aforementioned public entities is 10 days. If the Municipalities, Autonomous Regions and the State say nothing within this period, then they are considered not to have exercised the preference.


-» Real estate agencies can also be very important at this stage, as they know better than anyone what documents are needed to market the property in a safe and effective way.

Source: Idealista News
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