Menu of Services
Menu of Services
We map grants, credit lines, and development programs in Portugal that match your stage, sector, and goals—so you know what’s realistic, when to apply, and what to prepare.
What you get (deliverables):
Shortlist with timelines — programs matched to your profile (window, duration, next call/cutoff)
How-to notes — where to apply, key documents, basic eligibility, scoring tips
Readiness checklist — gaps to close (financials, traction, team, compliance) before submission
Timeline: 5–10 business days after intake.
Not included: Formal legal/financial opinions or application submissions (available as add-ons).
How it works (step-by-step):
Kickoff (20–30 min): Goals (growth, export, innovation, hiring), stage, sector, region, and timing.
Scan & match: We review national/regional/EU calls, development bank credit lines, innovation/cluster programs, and municipal tools.
Score & filter: Quick fit check (eligibility, competitiveness, workload vs payoff).
Quantify & plan: Outline likely amounts/terms and the application path (docs, team roles, milestones).
Deliver: Your Shortlist + How-to notes + Readiness checklist and a suggested application calendar.
Optional add-ons: Application drafting/review, budget templates, and submission tracking.
After purchase: Within 24 hours you’ll receive a link to book your kickoff and a short intake (company profile, financials snapshot, existing funding, target needs).
Great pairings:
Business Plan Consulting (bank/investor narrative for PT)
Marketing Plan Consulting (traction roadmap & KPIs)
Legal Structure Selection (structure effects on eligibility)
Monthly Compliance & Accounting (to keep financials submission-ready)
We identify Portuguese programs and incentives that can reduce your hiring costs and admin—from tax reliefs to wage subsidies, traineeships, and municipal/sector initiatives.
What you get (deliverables):
Eligibility check (company + role + candidate profile)
Options matrix (program terms, savings, duration, deadlines, risks)
Next-step map (documents, sequence, where to apply, who does what)
Timeline: 5–10 business days after intake.
Not included: Application drafting/filing or ongoing reporting (available as add-ons).
How it works (step-by-step):
Kickoff (20–30 min): Roles to fill, salary ranges, contract type, target candidate profiles (age, status, location).
Screen & match: We check national, regional, and sector incentives (e.g., tax reductions, IEFP/traineeships, wage support).
Quantify: Estimate total savings and compliance requirements by option.
Deliver: You receive the Options matrix + a Next-step map to execute (with suggested timelines).
Optional add-ons: Draft the application, prepare docs, and track milestones.
After purchase: Within 24 hours you’ll get a link to book your kickoff and a short intake to share company status, role details, and candidate criteria.
Great pairings:
Hiring Strategy & Cost Optimization (see true employer cost by scenario)
Legal Form Selection (structure effects on eligibility)
We co-create a simple, repeatable marketing system adapted to the Portuguese market—clear positioning, channel mix that fits your team, and a cadence you can actually maintain.
What you get (deliverables):
3 × 60-min working sessions (Zoom/Meet)
Funnel outline (Awareness → Consideration → Conversion → Retention) tailored for PT
Execution checklist (weekly cadence, owners, tools, KPIs)
Channel playcards (what to do, how often, what “good” looks like in PT)
Timeline: 3–6 weeks end-to-end (you choose the cadence).
Not included: Ongoing campaign management or creative production (available as add-ons).
How it works (3 sessions)
Session 1 — Positioning & Audience (Portugal fit):
ICPs, value prop angles, localized messaging, trust signals for PT (reviews, associations, partnerships).Session 2 — Channels & Funnel:
Pick a lean channel stack (paid/organic/partnerships), map the PT-specific funnel, define content pillars, lead capture, and basic nurture.Session 3 — Execution System:
30/60/90-day plan, weekly checklist, KPI targets, tooling (lightweight), and “maintenance mode” rules.
After purchase: Within 24 hours you’ll receive a link to book all three sessions and upload materials (offer, audience notes, current channels, past results).
Great pairings:
Business Plan Consulting — 3-Session Pack (story + numbers)
Licensing Guide (if channels trigger permits)
Monthly Compliance & Accounting Support (when paid ops begin)
Practical, no-fluff guidance to adapt your positioning, channels, and next steps to the Portuguese market. We align your message with local buyer expectations, pick channels that actually convert in PT, and give you a simple plan you can execute immediately.
What you get (deliverables):
60-min live session (Zoom/Meet) focused on PT market fit
30-day action outline within 48 hours (prioritized moves, channel tests, KPIs)
Timeline: Session scheduled within 3–7 days; 30-day outline delivered within 48 hours post-call.
Not included: Ad account setup, creative production, or media buying (available as add-ons).
How it works (step-by-step):
Pre-read: Share your offer, target profiles, current channels, and any past results.
60-min session: We refine positioning for PT, select channels (paid/organic/partnerships/etc.), and define quick wins by segment.
30-day outline: You receive a concise plan: 3–5 priority actions, basic timelines, sample KPI targets, and what “good” looks like in Portugal.
Optional follow-up: Add ad-ops setup, creatives, or a 3-session marketing pack.
After purchase: You’ll get a link within 24 hours to book your session and upload your materials.
Great pairings:
Marketing Plan Consulting — Single or 3-Session Pack
Business Plan Consulting — Single or 3-Session Pack (fundable story + PT adaptation)
Monthly Compliance & Accounting Support (when you begin paid operations)
A structured, hands-on program to make your plan clear, fundable, and adapted to the Portuguese market. Over three focused sessions we refine positioning and pricing for Portugal, map channels and partnerships, pressure-test the numbers (light model), and turn your plan into a credible story for banks, investors, and local stakeholders.
What you get (deliverables):
3 × 60-min live sessions (Zoom/Meet) focused on PT-market fit
Annotated plan & action lists after each session (24–48h)
PT market & consumer adaptation notes (pricing norms, buyer behavior, local proof points)
Light financial outline (revenue drivers, unit economics, breakeven sketch) — not a full financial model
Milestones & KPIs roadmap (next 90–180 days)
Timeline: Typically 2–4 weeks end-to-end (session cadence your choice). Notes delivered 24–48h after each session.
Not included: Full financial model build, complex legal drafting, or licensing filings (available as add-ons).
How it works (3 sessions)
Session 1 — Diagnose & Adapt (Portugal):
Value prop, ICPs, pricing for PT, competitive snapshot, compliance touchpoints (e-Fatura/IVA basics, licensing at a glance).Session 2 — Numbers & Proof:
Revenue drivers, unit economics (light), breakeven sketch, evidence plan (pilots, partnerships, local testimonials).Session 3 — Go-to-Market & Funding Story:
Channels & partnerships, launch calendar, KPIs; refine the bank/investor narrative for Portugal.
Between sessions: You get concise action lists and an annotated plan to keep momentum.
After purchase: Within 24 hours you’ll receive a link to book all three sessions and upload your materials (deck/Notion/Word, draft numbers, competitor list).
Great pairings:
Marketing Plan — 3-Session Pack (PT channels & messaging)
Legal Structure Selection (P&L & Tax Plan)
Licensing Guide
Monthly Compliance & Accounting Support
Sharp, practical feedback to make your business plan clear, fundable, and adapted to the Portuguese market. We stress-test your offer, pricing, routes to market, and compliance nuances in Portugal—so your plan reads strong to banks, partners, and local stakeholders.
What you get (deliverables):
60-min live session (Zoom/Google Meet) focused on PT-market fit
Annotated action list within 24–48 hours (positioning, pricing, channels, regulatory notes, next milestones)
Timeline: Session scheduled within 3–7 days; notes in 24–48 hours post-call.
Not included: A full financial model build (book our multi-session package if needed).
How it works (step-by-step):
Pre-read: You share your draft (deck/Notion/Word) + quick questionnaire (target customer, pricing, traction).
60-min session: We refine value prop, pricing for PT, buyer journey, channel mix, and flag local norms (invoicing/e-Fatura basics, IVA implications at a high level, licensing touchpoints).
Action list: You receive a concise, prioritized list to implement—messaging tweaks, channel tests, local partnerships, and KPIs.
Follow-on (optional): Add financial modeling, marketing plan sessions, or licensing guidance.
After purchase: You’ll get a link within 24 hours to book your session and upload your materials.
Great pairings:
Marketing Plan — Single or 3-Session Pack (PT channels & messaging)
Licensing Requirements Guide (sector-specific permits)
Legal Form Selection (P&L & Tax Plan) (structure before launch)
Monthly Compliance & Accounting Support (after go-live)
End-to-end launch in Portugal—from tax projection and entity choice to incorporation and your first steps in marketing/ops. We coordinate every moving part so you start fast, compliant, and confident. PoA available where permitted.
What you get (deliverables):
Most tax-efficient legal structure selection (ENI vs Unipessoal Lda vs Lda/S.A., 3-year P&L & tax/SS view)
Business Activity Codes Selection (CAE & CIRS)
Incorporation pack + filings (company registration)
RCBE filing (Beneficial Ownership)
Licensing Requirements Guide (sector/location, timelines, fees)
Bank account assistance (branch accompaniment or PoA)
Basic tax planning memo (VAT regime, retenções, e-Fatura basics)
Hiring Strategy & employer-cost model
Preliminary Name Certificate (urgent)
Trademark registration — application preparation & filing (IP/government fees not included)
2× Business Plan consulting sessions (structure, numbers, execution roadmap)
2× Marketing Plan consulting sessions (positioning, channels, market & consumer adaptation for PT)
Timeline: Typically 3–6 weeks, depending on licensing, bank, and registry timelines.
Prerequisites: Founder KYC, share capital, registered address, preferred bank (we can advise if undecided).
Not included: Ongoing accounting/payroll, complex legal drafting (e.g., bespoke shareholder agreements), or government/bank/notary/IP fees.
How it works (step-by-step)
Kickoff (60 min): Goals, timeline, KYC, capital, naming, bank route (branch vs PoA).
Plan & choose: Legal-structure selection + CAE/CIRS; tax positioning.
Licensing map: Sector/location permits, timelines, fees.
Hiring strategy: Role options and full employer-cost model.
Name & articles: Preliminary Name Certificate (urgent) and articles (pre-selection or custom).
Register company: Incorporation filings; deliver registration certificate.
RCBE & bank: File RCBE; open bank account (accompaniment/PoA).
Go-live pack: Tax planning memo, invoicing/e-Fatura tips, and a 12-month tax & declarative calendar.
After purchase: Within 24 hours you’ll receive a link to book your kickoff, plus an intake checklist and secure upload folder. We begin as soon as KYC and core docs are in.
Great pairings (post-launch):
Monthly Compliance & Accounting Support
Quarterly VAT (IVA) Filing • Quarterly Social Security Filing
Annual IRS Tax Return Filing
Hire smart, not expensive. We model hiring options, the true employer cost, and the compliance implications in Portugal—so you choose the right path (and avoid surprises).
What you get (deliverables):
Scenario models comparing options (e.g., full-time/part-time contract, trainee/intern pathways, fixed-term vs open-ended, contractor/ENI for specific cases)
Total employer cost breakdown by scenario: gross → Social Security, insurance, meal allowance, holiday/subsidy, projected overtime, and one-off costs
Recommendations + next steps: best-fit, most tax efficient option per role, contract notes, onboarding checklist, and compliance watch-outs (deadlines, registrations)
Timeline: 5–7 business days after intake.
Prerequisites: Role description(s), proposed gross salary range(s), benefits (meal allowance, bonuses), weekly hours/work patterns, location (onsite/remote/hybrid).
Not included: Payroll setup/processing or monthly payroll operations (available as add-ons).
How it works (step-by-step):
Kickoff (30–40 min): Clarify roles, budgets, timelines, and hiring risks to avoid.
Data & assumptions: We gather salaries/benefits, work patterns, probation plans, and special constraints (night/weekend work, seasonal peaks).
Model & compare: We build 2–3 practical scenarios per role with full employer-cost and compliance notes.
Recommend: You get a clear, role-by-role recommendation, sensitivity notes (what changes cost most), and action steps.
Implement: Use our onboarding checklist or book Payroll Setup and Monthly Compliance support.
After purchase: Within 24 hours you’ll receive a link to book your kickoff and a short intake to upload role details and salary assumptions.
Great pairings:
Legal Structure Selection (P&L & Tax Plan) (impact of hiring on ENI vs Lda)
Company Registration / RCBE (if you’re still forming the company)
Monthly Compliance & Accounting Support
We prepare and submit your RCBE (Registo Central do Beneficiário Efetivo) correctly so you avoid penalties and rejections—whether it’s right after incorporation or when your ownership changes.
What you get (deliverables):
RCBE submission (initial filing or update)
Proof/receipt for your records
Update instructions (what triggers a change, timelines, how to keep it compliant)
Timeline: 2–5 business days after incorporation or a qualifying change (ownership/control/address).
Prerequisites:
Ownership chart (direct/indirect %, voting rights)
IDs & addresses for all beneficial owners and managers
Control details (who effectively controls the company; UBOs ≥25% or via other means)
Not included: Formal legal analysis of complex chains (multi-layered/foreign structures) or dispute opinions (available as add-ons).
How it works (step-by-step):
Intake (10–15 min): You share the cap table/ownership chart and IDs/addresses.
Check & align: We confirm UBOs, control pathways, and required disclosures.
File: We submit the RCBE (or update) and track the status.
Confirm: You receive the official receipt plus simple guidance for future updates.
After purchase: Within 24 hours you’ll get a link to book a quick kickoff or complete a short intake. You’ll also receive a secure upload link for documents.
Great pairings:
Company Registration (file RCBE right after incorporation)
Corporate Bank Account Setup (banks often ask for RCBE proof)
Articles of Incorporation — Custom (if governance/ownership needs structure)
Legal Structure Selection (validate entity choice before ownership locks in)
We coordinate the full incorporation so your company is legal and ready to trade—accurate filings, fast updates, zero guesswork. We can handle the process with you or via Power of Attorney (PoA) when permitted.
Important: We can only perform this service if you already have all requisites:
CAE(s) determined
Preliminary Name Certificate (approved)
Articles of Incorporation (template or custom)
Shareholder IDs and NIFs
Future company address (registered office)
If you’re missing anything, book our supporting services first (Name Certificate, Articles, CAE & CIRS, Legal Form Selection).
What you get (deliverables):
Filing pack prepared for your company type (Unipessoal Lda / Lda / S.A.)
Submissions to the competent registry/portals (with PoA route available)
Registration confirmation (official proof your company is created)
Timeline: Typically 3–7 business days after complete documents are received (authority workload may vary).
Prerequisites (must be complete):
CAE(s), Approved Name Certificate, Articles, Shareholder IDs + NIFs, Future company address.
If you’d like us to act via PoA, we’ll need a notarised procuração (apostille/translation if signed abroad) and any bank/authority forms required.
Not included: Bank account opening, RCBE (Beneficial Ownership) filing, or start-of-activity filings with Tax/Social Security (book separately).
How it works (step-by-step):
Kickoff (15–20 min): Confirm all requisites and PoA vs in-person route.
Quality check: We review your articles, name certificate, CAEs, IDs/NIFs, and address.
Prepare & file: We assemble the incorporation pack and submit (PoA available).
Confirmation: You receive the official registration certificate and next-step notes (RCBE, start-of-activity, bank).
After purchase: Within 24 hours you’ll get a link to book your kickoff and a short intake + upload checklist so we can file without delays.
Great pairings:
RCBE (Beneficial Ownership) Filing
Start-of-Activity Declarations (Tax & Social Security)
Corporate Bank Account Setup (branch accompaniment or PoA)
Monthly Compliance & Accounting Support
Bespoke Articles of Incorporation that reflect your governance, partners’ roles, and growth plans—written in clear language and compliant with Portuguese law and registry practice.
Two ways to register Articles in Portugal (quick guide):
Pre-approved government templates (fast track, limited flexibility).
Custom Articles (this service): fully tailored clauses for decision-making, partner rights, transfers, and future financing—aligned with registry practice.
What you get (deliverables):
Custom draft of Articles tailored to your structure and operations
One revision round (edits based on your feedback)
Final version for execution (ready for notary/registry) with simple signing guidance
Timeline: 5–10 business days, depending on complexity and feedback speed.
Prerequisites:
Shareholder structure (names, IDs, ownership %)
Decision rights (management powers, quorum/majorities)
Transfer rules (pre-emption/consent, good/bad leaver if needed)
Special clauses (vesting, option pool, deadlock, drag/tag, reserved matters, non-compete)
Not included: Notary fees, registry fees, or formal legal opinions on disputes/litigation (available as add-ons).
How it works (step-by-step):
Kickoff (20–30 min): We map governance, roles, and edge cases (transfers, exits, financing).
Drafting: We prepare your custom Articles aligned with Portuguese practice and your future plans.
Review & revise: One revision round to polish language and ensure board/shareholder mechanics are clear.
Handover: Final ready-to-sign documents + short execution checklist for notary/registry.
After purchase: Within 24 hours you’ll receive a link to book your kickoff and a short intake form (shareholders, powers, special clauses). We start drafting as soon as the intake is complete.
Great pairings:
Preliminary Name Certificate (Urgent) — secure the brand name
Company Registration — file your custom pack immediately
RCBE (Beneficial Ownership) Filing
Corporate Bank Account Setup (post-incorporation)
Legal Form Selection (P&L & Tax Plan) — validate ENI vs Unipessoal Lda/Lda before drafting
Price includes the €150 government fee (urgent processing, up to 2 business days).
About: We secure the preliminary name certificate so you can incorporate under your chosen brand—fast, with urgent processing included.
What is a Preliminary Name Certificate?
The Certificado de Admissibilidade de Firma/Denominação (commercial registry) is the official approval that your company name is legally acceptable and available. It lets you proceed to incorporation using that exact name. (This is not a trademark and does not grant IP protection.)
How company names work in Portugal (quick guide):
You can either pick a name from the government’s pre-approved list (generic, fastest), or
Request a Preliminary Name Certificate for your custom brand name (this service).
What you get (deliverables):
Application preparation & submission (we submit within 1 business day of your intake)
Up to 3 name options reviewed and filed
Official confirmation of the approved name (PDF/receipt) — urgent route
Timeline: Authority processing up to 2 business days (urgent). We submit your request within 1 business day after intake is complete.
Prerequisites:
3 preferred names (ranked: #1–#5)
Short description of the activity with determined CAE/CIRS
Example: “Marketing consulting — CAE 70220; CIRS Cat. B”
Not included: Trademark registration or legal opinions on brand conflicts (available as add-ons).
After purchase: Within 24 hours you’ll receive a link to book a quick kickoff (10–15 min) or complete a short intake. We file the application the next business day and notify you as soon as the certificate is issued.
Great pairings:
Company Registration (use the approved name immediately)
Articles of Incorporation — Pre-Selection / Custom Drafting
Bank Account Setup (Corporate)
RCBE (Beneficial Ownership) Filing
Choosing between ENI / Recibos Verdes and a company (e.g., Unipessoal Lda / Lda, S.A.) changes taxes, social charges, take-home pay, and risk. We compare your options using P&L scenarios and real tax/Social Security impacts to optimise cost, risk, and flexibility—then hand you a clear recommendation and an implementation checklist.
What you get (deliverables):
Scenario modelling: ENI/Recibos Verdes vs Unipessoal Lda vs Lda (and edge cases) with side-by-side P&L + tax/SS impact for the first 3 years of your business activity.
Clarity on efficiency: You’ll clearly see which structure is most cost- and tax-efficient for your case—and start with peace of mind, knowing exactly how much tax you’re expected to pay at year end.
Tax notes: VAT regime pointers, dividend vs salary basics, Social Security implications, and thresholds to watch.
Timeline: 5–7 business days after intake.
Prerequisites: Expected revenue/costs, founder structure (owners, %), and hiring plans (now / next 12 months).
Not included: Incorporation or monthly accounting setup (available separately).
How it works (step-by-step):
Kickoff (30–40 min): Understand your business model, growth plans, and risk tolerance.
Data & assumptions: We collect headline figures (revenue, costs, salaries/dividends) and any sector specifics.
Model & compare: We run 2–3 practical scenarios (today vs growth) showing net cash to founders, compliance burden, and risk.
Recommend: You get a clear choice (with “why”), tax notes, and a timing trigger (e.g., revenue/hiring thresholds).
After purchase: Within 24 hours you’ll receive a link to book your kickoff and a short intake to provide headline numbers.
Great pairings:
Company Registration (if a company wins)
Freelancer Registration
CAE & CIRS Codes Selection
Monthly Compliance & Accounting Support (ongoing)
Bank Account Setup Assistance (personal/corporate)
Your fast-track to a clean start as a freelancer in Portugal. We handle the essentials—codes, registration, licenses, bank account, and your first filings—so you can invoice legally and stay compliant from day one.
What you get (deliverables):
CAE & CIRS selection/validation (correct activity & income categories, with VAT/withholding notes)
ENI (Recibos Verdes) registration at Finanças + activation proof
Bank account opening (included): 20-min kickoff call, document checklist, branch accompaniment or Power of Attorney route (where allowed), pre-submission review, coordination with the bank
Licensing checklist + step-by-step guide for your sector/location (authorities, documents, fees, timelines)
First IVA (VAT) filing (if applicable) with filing proof
First Social Security quarterly declaration with submission receipt
Tax & Declarative Calendar (12 months) covering IVA/IRS/SS deadlines and simple reminders
Timeline:
With licensing: typically 2–4 weeks end-to-end (sector/municipality dependent).
Without licensing: typically ~5 working days.
Note: Bank account timing varies by bank/route (+1–5 business days typical; PoA can add notary/processing time).
Prerequisites: NIF, NISS (or parallel applications), basic business info (what you sell, where/how you operate), Portal das Finanças and Segurança Social Direta access.
For bank opening: ID/passport, proof of address, and (for PoA) a notarised procuração (apostille/translation if signed abroad), plus any bank-specific forms.
Not included: Government/bank/notary fees, historical bookkeeping clean-up, payroll, or complex advisory (available as add-ons).
How it works (step-by-step):
Kickoff (30–40 min): Map your activity, choose CAE/CIRS, confirm VAT/withholding, align bank route (branch vs PoA).
Register ENI: We file your start of activity at Finanças and send activation proof.
Open bank account: We schedule the branch visit and accompany you, or run the PoA route end-to-end (where permitted).
Licensing map (if needed): Tailored permit checklist with application walkthroughs and timings.
First filings: We prepare and submit your first IVA return (if required) and first Social Security declaration—you get receipts/proofs.
Go-live pack: Tax & Declarative Calendar + simple invoicing/e-Fatura tips to keep you compliant.
After purchase: Within 24 hours you’ll get a link to book your kickoff, a short intake, and a secure upload folder so we can begin immediately.
Great pairings:
Monthly Compliance & Accounting Support (Subscription) — €175/month — hands-off bookkeeping, IVA/SS filings, tidy records, and quarterly reviews.
Annual IRS Tax Return Filing — accurate year-end filing with a plain-English summary.
We prepare and file your Portuguese IRS annual tax return (Modelo 3 + relevant annexes) for income earned in Portugal only—accurately, on time, and in plain language. We check eligible deductions/credits and give you a clear results summary.
Have income outside Portugal? Please book our “IRS Tax Return — PT + Foreign Income” service instead.
What you get (deliverables):
Prepared IRS return for Portugal-sourced income only (employment, PT self-employment/ENI, PT pensions, PT rentals, PT investments where in-scope)
Electronic submission to Finanças
Filing proof/receipt for your records
One-page results summary: tax due/refund, key drivers, and simple tips for next year
Timeline: Draft delivered within 5–10 business days after we receive complete information.
Declarative period: April 1 – June 30 (each tax year).
Prerequisites: Annual income documents for Portugal only (salary statements, Recibos Verdes summary, rent/investment statements, e-Fatura receipts for deductions), Portal das Finanças access, and basic personal details (marital status, dependents).
Not included:
Any foreign income (book “IRS — PT + Foreign Income”)
Complex capital gains/crypto, corporate filings, or formal tax planning (ask for an add-on/custom quote if needed)
How it works (step-by-step):
Intake: Upload your PT income docs via our secure link (or book a 15–20 min handover).
Review & prepare: We classify income, validate deductions/credits, and draft your Modelo 3.
Confirm: You review the draft figures and our notes.
File: We submit electronically and send filing proof + payment/refund guidance.
Next steps: Short checklist to keep receipts and optimise next year.
After purchase: Within 24 hours you’ll receive a link to book your kickoff (or complete the intake) and an upload checklist so we can start immediately.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
Quarterly Social Security Filing (ENI)
ENI Monthly Compliance Support
We prepare and file your Portuguese IRS annual tax return accurately and on time—and highlight optimisations and deductions that apply to your case. We also handle international income (employment, self-employment, pensions, investments) and apply relevant tax treaty rules. We do not work with income earned in offshore or black-listed jurisdictions. You’ll get a plain-English summary and clear payment/refund instructions.
What you get (deliverables):
Prepared IRS return (Modelo 3 + relevant annexes)
Electronic submission to Finanças
Filing proof/receipt for your records
One-page results summary: tax due/refund, what changed vs last year, and simple tips for next year
How it works (step-by-step):
Intake: Upload your docs via our secure link (or book a 15–20 min handover).
Review & prepare: We classify PT and eligible foreign income, validate deductions/credits, and draft your return.
Confirm: You review the draft numbers and our optimisation notes.
File: We submit your return electronically and send the filing proof + payment/refund guidance.
Next steps: Short checklist to keep receipts and plan deductions for the new tax year.
Timeline: Draft delivered within 5–10 business days after we receive complete information.
Declarative period: April 1 – June 30 (each tax year).
Prerequisites: Annual income documents for Portugal and any foreign income (simple, treaty-standard cases), Portal das Finanças access, and basic personal details (marital status, dependents, education/health receipts if relevant).
Not included: Complex capital gains/crypto, corporate filings, or income from offshore/black-listed territories (ask for a custom quote if you’re unsure whether your case qualifies).
After purchase: Within 24 hours you’ll receive a link to book your kickoff (or complete the intake) and an upload checklist so we can start immediately.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
Quarterly Social Security Filing (ENI)
ENI/Recibos Verdes Monthly Compliance Support (hands-off bookkeeping + filings)
We prepare and file your quarterly IVA accurately and on time—and explain what you owe or can recover. You’ll get a short, plain-English summary so you always know where you stand.
What you get (deliverables):
IVA calculation based on your quarterly sales and purchases
Electronic submission to Finanças
Filing proof/receipt for your records
Brief results summary: amount due or credit, payment/refund notes, and what to watch next quarter
Timeline: We deliver the draft 3–5 business days before the deadline (assuming timely documents).
Prerequisites: Quarterly sales & purchase records and invoices (including EU/non-EU as applicable); Portal das Finanças access.
Not included: Bookkeeping catch-up or invoice cleanup (available as add-ons), payment execution on your behalf.
After purchase: Within 24 hours you’ll receive a link to book a quick handover (10–15 min) or complete a short intake, plus an upload folder for your docs.
Great pairings:
ENI Monthly Compliance Support (hands-off bookkeeping + filings)
Quarterly Social Security Filing
Annual IRS Tax Return Filing
Get a precise, no-surprises map of the licenses and permits your activity really needs in Portugal—plus step-by-step instructions to obtain each one. We translate the rules into plain language, flag common pitfalls, and outline timelines, fees, and who to contact.
What you get (deliverables):
License/permit checklist (required, conditional, nice-to-have) with responsible authorities
Application walkthroughs for each item (forms, documents, where to submit, how to book appointments)
Typical timelines & fees (government costs, expected processing windows)
Premises readiness notes (if a location is involved: fit-out, safety, hygiene, accessibility basics)
Compliance tips that affect future inspections (signage, records, renewals)
Next steps plan that sequences what to do first (so you don’t block yourself)
Timeline: 5–10 business days, depending on sector complexity and whether a physical location is involved.
Prerequisites: Short business model description (who you serve, what you sell, to whom), and address/location if applicable (or target municipality if still scouting).
Not included: Filing applications on your behalf, in-person visits, or paying government fees (available as add-ons).
After purchase: Within 24 hours you’ll receive a link to book your kickoff call (15–20 min) and our short intake form. We start as soon as you submit.
Great pairings:
CAE & CIRS Codes Selection (align codes with the licensed activity)
Freelancer Registration / Company Registration
Bank Account Setup (if the license requires IBAN proof)
Your NISS (Número de Identificação de Segurança Social) is your Social Security number in Portugal. It’s required to pay contributions, access benefits, and start activity as a freelancer (ENI/Recibos Verdes) or as a company director/employee. We make the process simple—documents, submission, and clear next steps.
What you get:
20-min kickoff call to confirm your route (freelancer/employee/director) and timeline
Document checklist tailored to your situation
Application submission to Social Security
Your NISS issued (confirmation PDF/notice)
Contribution overview for your case (how rates are set, what to expect next)
Timeline: Usually 3 business days after we receive complete documents (timing can vary by workload and route).
Prerequisites: Valid ID/Passport, NIF, and basic enrollment details (e.g., activity description for freelancers, employer/company details for employees/directors).
Good to know:
Freelancers typically need a NISS before or in parallel with registering/start of activity.
Contribution rates and timing depend on your status (freelancer vs. employee/director); we’ll clarify what applies to you.
If you’re an employee, your employer also registers you for payroll contributions once you have a NISS.
Not included: Ongoing/quarterly contribution filings or payments (book “Quarterly Social Security Filing”), historic clean-up, or formal legal opinions.
After purchase: Within 24 hours we’ll email you a link to book your kickoff call and a short intake form. You’ll also receive the document checklist and a clear next-steps outline.
We prepare and submit your quarterly Social Security declaration (Segurança Social Direta) and flag any changes to your contribution rate. You’ll get a clear note on what’s due and when—no surprises.
What you get (deliverables):
Quarterly declaration prepared and submitted
Submission receipt/proof for your records
Contribution note: what you owe, due date, and any rate or base changes to watch next quarter
Timeline: We deliver the draft 2–5 business days before the deadline (assuming timely data).
Prerequisites: Quarterly income data (freelance receipts/turnover) and access to Segurança Social Direta (login).
Not included: Payment execution on your behalf or detailed contribution planning/optimisation (available as add-ons).
After purchase: Within 24 hours you’ll get a link to book a quick handover (10–15 min) or complete a short intake, plus a secure upload folder for your data.
Great pairings:
Quarterly VAT (IVA) Filing (if VAT-registered)
ENI Monthly Compliance Support (hands-off bookkeeping + routine filings)
Annual IRS Tax Return Filing
We guide you through opening a Portuguese bank account without surprises—requirements, appointment, document review—and we can either accompany you to the branch or open the account for you via power of attorney (when the bank permits). We handle personal accounts, self-employed (ENI/Recibos Verdes) accounts, and corporate accounts.
Includes: An initial 20-minute call to choose the best bank, confirm required documents, and decide whether PoA is needed.
Deliverables: 20-min kickoff call • Bank doc checklist • Appointment scheduling + on-site accompaniment (if chosen) • Pre-submission review • Power-of-attorney route available (we prepare the PoA template and liaise with the bank).
Timeline: 3–10 business days depending on the bank and chosen route (PoA can add notary/processing time).
Prerequisites:
Personal/ENI: NIF, ID/passport, proof of address.
Corporate: Company incorporation docs (e.g., Articles/Constituição), company NIF, RCBE/beneficial-owner info, director/shareholder IDs, and proof of address.
PoA route: Notarized procuração (apostille/translation if signed abroad), plus any bank-specific forms.
Not included: Bank fees or approval guarantees.
After purchase: Within 24 hours we’ll email you a link to book your kickoff call and outline your next steps (document list, bank options, and PoA instructions if applicable).’0º0p
Your Portuguese tax number (NIF) is the first key you’ll need for life and business in Portugal. We make it simple—in person or 100% remote. We’ll guide you on documents, act as (or coordinate) your fiscal representative (FR) when required, and handle the power of attorney (PoA) route if you prefer not to attend.
What you get (deliverables):
20-min kickoff call to confirm the best route (in-person vs remote) and your timeline
Document checklist tailored to your case
Fiscal representation setup (if needed) or FR coordination
Power of Attorney when applicable
Your NIF issued (printed slip in person or PDF via email for remote)
Next-steps cheatsheet: Portal das Finanças login + e-notifications guidance
Timeline: Typically 2–7 business days after we receive complete documents (processing times can vary)
Good to know: Non-residents can obtain a NIF. A fiscal representative may be required depending on your situation and future “tax events” (e.g., buying property, starting activity). If you remain non-resident and enable e-notifications shortly after getting your NIF, you may not need an ongoing FR. We’ll advise what fits your case.
After purchase: Within 24 hours you’ll get a link to book your kickoff call and a short intake form so we can start immediately.
The right CAE (economic activity code) and CIRS (income category for IRS) ensure your registration, VAT regime, and withholdings match what you actually do. We analyze your activities and recommend precise codes so you start clean—and avoid rework, penalties, or mismatched taxation later.
What you get (deliverables):
Recommended CAE code(s) (and sub-activities where relevant)
CIRS category mapping
Notes on VAT & IRS that apply to your case
Timeline: 1–2 business days after intake.
Prerequisites: A short description of your services/products.
Good to know:
Correct codes affect VAT regime, IRS tax, and Social Security implications.
If you operate multiple lines (e.g., services + digital products), we’ll map primary vs. secondary codes.
For regulated activities, pair this with our Licensing Requirements Guide.
Not included: Filing the registration or changing codes at Finanças (book “Freelancer Registration” or “Company Registration”).
Ready to go official?
We’ll handle your full registration as a self-employed professional (Recibos Verdes / ENI) in Portugal — including launching your activity with Tax Office and Social Security. You’ll be legal, registered, and ready to issue invoices.
What you get (deliverables):
CAE & CIRS code selection/validation for your activity
Registration submission at Finanças
Activation confirmation (proof for your records)
Tax & Declarative Calendar for your first year (key deadlines for IVA, IRS, Social Security, and invoicing)
Timeline:1–3 business days after we receive complete documents.
Prerequisites: NIF, NISS (or parallel request), bank IBAN, address, short activity description.
Not included: Social Security start of activity or first declarations (book “Quarterly Social Security Filing”).
Great pairings:
Portuguese NIF / NISS Application (if missing)
Quarterly VAT (IVA) Filing and Annual IRS Return (once active)
Legal Form Selection based on P&L & Tax Plan
Not sure what to pick?
Book a free 15-minute discovery call.
In one quick chat, we clarify your goals, budget, and timeline—so freelancers and companies choose the fastest, most cost-effective path.
FAQs
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.