Freelancer Setup Bundle
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.
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.