Guides & prices

PDF guides for doing it yourself

Step-by-step instructions with examples and references to the legislation. All figures are given for 2026, and the date of validity is stated on the title page.

PDF

Opening an atividade step by step

From NIF to the first fatura: how to choose the activity code and IVA regime, what to pay to Segurança Social and what to do in the first 30 days.

Inside:

  • Pre-opening checklist: NIF, senha, NISS, IBAN
  • Choosing the activity code and the risks
  • IVA regime and art. 53
  • Regime simplificado and first-year reliefs
  • Segurança Social, retenção, dispensa
  • Comparison with the Ukrainian FOP group 3
  • Plan for the first 30 days

Video version: coming soon.

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PDF

Business reporting: a year without fines

What to file, when and where during the year in Portugal, so that you miss nothing.

Inside:

  • Map of the year and two branches: art. 53 and the standard IVA regime
  • Segurança Social every quarter
  • IRS once a year, pagamentos por conta
  • Annual calendar
  • Fines (coimas) and how to reduce them
  • Checklist and common mistakes

Video version: coming soon.

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PDF

Faturas and invoices

How to issue documents to clients in Portugal, the EU and outside the EU without mistakes on IVA and retenção.

Inside:

  • Fatura, fatura-recibo, recibo: which one and when
  • Clients in Portugal, the EU, outside the EU
  • Notes M10 and M40
  • Retenção na fonte and dispensa
  • Working for a Portuguese Lda
  • Cancelling a document and checklist

Video version: coming soon.

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Next

What is coming soon

Coming soon

How much tax you will pay

Tax calculations for different incomes, with and without IRS Jovem.

Expected December 2026

Coming soon

IRS for individuals

Who files, agregado familiar, e-fatura, jointly or separately.

Expected February 2027

Coming soon

IRS Jovem and IFICI

Who qualifies for the reliefs and how the years are counted.

Expected January 2027

Coming soon

Income from Ukraine on the return

How to declare income from Ukraine, accounts and the exchange rate.

Expected March 2027

Coming soon

Lda or atividade

Costs, taxes and the point at which an Lda becomes more advantageous.

Expected Q2 2027

Bundle, coming soon

"Entrepreneur"

Four guides for a business owner in one bundle.

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