Monthly Accounting & Tax Compliance
Your Portuguese accounting handled every month, so no deadline slips — from €129/mo.
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Overview
A monthly retainer that keeps your Portuguese books in order. For freelancers on recibos verdes (Category B), the €129/mo plan covers bookkeeping, periodic IVA/VAT returns, social security and the annual IRS filing. For companies (Lda), accounting means bookkeeping: we record your expenses and sales, check your invoices are compliant and submit the monthly SAF-T — Essentials at €160/mo (2 hours included) or Standard at €240/mo (3 hours included), then €80/hour. For companies, VAT declarations, the corporate tax return (Modelo 22 + IES) and Company Secretary & Compliance are separate services, each shown as its own line.
- Freelancers on recibos verdes (Category B) who want compliance handled
- Company owners (Lda) who need their bookkeeping and monthly SAF-T kept up to date
- People who want their deadlines tracked rather than tracking them alone
- Newcomers who prefer a single point of contact for tax matters
What's Included
- Freelancers (€129/mo): monthly bookkeeping, periodic IVA/VAT returns, social security and the annual IRS filing
- Companies — Essentials (€160/mo): bookkeeping of expenses and sales, invoice compliance checks and the monthly SAF-T submission; 2 hours included, then €80/hour
- Companies — Standard (€240/mo): the same scope with 3 hours included, then €80/hour
- A named point of contact for your questions
Process & Timeline
Onboard
We review your activity, set up access to Portal das Finanças and agree what we handle each month.
We keep the books
Each period we record your invoices and reconcile your bank statements. For freelancers we also prepare the IVA/VAT and social security obligations that apply; for companies we check invoice compliance and submit the monthly SAF-T.
We file & report back
We submit the filings your plan covers on schedule and stay available as your point of contact throughout the year.
Frequently Asked Questions
The €129/mo plan is for freelancers on recibos verdes (Category B) and includes bookkeeping, IVA/VAT returns and the annual IRS filing. Companies (Lda) choose between two bookkeeping plans: Essentials at €160/mo with 2 hours included, or Standard at €240/mo with 3 hours included, both then €80/hour. Both company plans cover bookkeeping of expenses and sales, invoice compliance checks and the monthly SAF-T. They do not include VAT declarations (€270/quarter), the corporate tax return — Modelo 22 and IES (€990/year), Company Secretary & Compliance — the minutes book and company admin (€150/month, required with our company accounting), or the registered address (€50/month).
For freelancers, yes: where you are registered for IVA, we prepare and submit the periodic returns as part of the €129/mo plan. For companies, VAT declarations are a separate service at €270/quarter — we prepare and file the quarterly return, tell you what to pay or reclaim and handle refund claims.
For freelancers, yes: the plan covers the annual IRS filing. For companies, the corporate tax return (Modelo 22 + IES) is a separate service at €990/year and is not part of the monthly accounting.
A company has legal obligations that are not accounting: the minutes approving the accounts, the RCBE declaration, up-to-date company records and a legal calendar of deadlines. When we keep a company’s accounts these must be in order too, so Company Secretary & Compliance (€150/month) is always added as its own line.
Yes. We coordinate the handover and set up Portal das Finanças access. Any catch-up work for earlier periods is quoted separately.