Monthly Accounting & Tax Compliance
Your Portuguese accounting handled every month, so no deadline slips — from €129/mo.
A monthly retainer that keeps your Portuguese tax obligations in order. For freelancers on recibos verdes (Category B) and for companies (Lda), we handle your bookkeeping, periodic IVA/VAT returns, social security and your annual IRS or IRC filing — so your deadlines are tracked and met.
Who this is for
- Freelancers on recibos verdes (Category B) who want compliance handled
- Company owners (Lda) who need ongoing bookkeeping and filings
- People who want their deadlines tracked rather than tracking them alone
- Newcomers who prefer a single point of contact for tax matters
What you provide
- Portal das Finanças access (or a signed authorisation for us to act on your behalf)
- Your issued invoices and any purchase invoices for the period
- Your business bank statements for the period
- Your activity details (CAE, VAT regime, social security status)
What you receive
- Your monthly obligations and deadlines managed and tracked
- Periodic IVA/VAT returns prepared and submitted where applicable
- Your annual IRS (freelancers) or IRC (companies) filing prepared
- A named point of contact for your tax and accounting questions
From order to done
1. Onboard
We review your activity, set up access to Portal das Finanças and agree what we handle each month.
2. We keep the books
Each period we record your invoices, reconcile your bank statements and prepare the IVA/VAT and social security obligations that apply.
3. We file & report back
We submit the periodic and annual filings on schedule and stay available as your point of contact throughout the year.
Timeline: An ongoing monthly service; each filing is prepared to its official deadline (VAT/IVA returns are monthly or quarterly depending on your regime).
Included in the price
- Monthly bookkeeping and bank reconciliation
- Periodic IVA/VAT returns where applicable
- Social security handling and the annual IRS/IRC filing
- A named point of contact for your questions
Not included
- Any tax or social security payable to the authorities (paid by you directly)
- One-off catch-up work for prior periods (quoted separately)
- Company incorporation and NIF registration (available as separate services)
Not sure this is the right service? Tell us your situation and we’ll point you to the right one. This is information and facilitation, not a guarantee of any immigration or tax outcome.
Frequently asked questions
What is the difference between the €129 and €299 plans?
The €129/mo plan is for freelancers on recibos verdes (Category B). The €299/mo plan is for companies (Lda), which have more extensive bookkeeping and IRC obligations.
Do you handle my IVA/VAT returns?
Yes. Where you are registered for IVA, we prepare and submit the periodic returns to Finanças on schedule as part of the retainer.
Does this include my annual tax return?
Yes. The retainer covers your annual IRS filing (freelancers) or IRC filing (companies), alongside the periodic obligations through the year.
Can I switch from another accountant?
Yes. We coordinate the handover and set up Portal das Finanças access. Any catch-up work for earlier periods is quoted separately.