Services

How we can help

Six services for people who work for themselves in Portugal. If you are not sure which service you need, start with a consultation.

Slava: the descriptions are based on the service names on uainpt.com. Check what each one includes.

Consultation

We go through your situation: activity code, IVA (VAT) regime, contributions, retenção (tax withheld by the client), IRS. You receive a plan for the next steps.

Who it is for: People who are considering opening an atividade, and those who already work and have questions.

What is included:

  • Review of your case
  • Answers to questions about the code, IVA and Segurança Social
  • Plan of next steps

Opening an atividade

We check your choice of code, the IVA regime and the first-year reliefs, and file the declaration of start of activity.

Who it is for: People who want to work for themselves and have clients, including abroad.

What is included:

  • Check of NIF (tax number), senha (password for Portal das Finanças), NISS (Segurança Social number) and IBAN
  • Choice of activity code and IVA regime
  • Filing of the declaration of start of activity
  • What to do in the first 30 days

IRS

We collect the documents, check the agregado familiar (household composition on the return) and e-fatura, file the return and explain the result: a payment or a refund.

Who it is for: Anyone who has to file an annual return: employees, people with an atividade, or people with income from abroad.

What is included:

  • Check of documents and deductions
  • Filing of the return on Portal das Finanças
  • Explanation of the result

Quarterly report

Income declaration and Segurança Social contributions for the quarter. If you are under the standard IVA regime, we also file the periodic IVA return and the recapitulative statement.

Who it is for: Business owners on the regime simplificado (simplified regime). If all your clients are companies abroad, you most likely fall under art. 53 and do not file an IVA return.

What is included:

  • Income declaration to Segurança Social
  • Calculation of contributions and payment reminders
  • IVA and the recapitulative statement, if required

Ongoing support

We take over quarterly reporting and deadlines. You send the data, we file the reports and remind you what to pay and when.

Who it is for: People who want to hand over their quarterly reporting to a specialist.

What is included:

  • Quarterly declarations
  • Calendar of deadlines
  • Answers to day-to-day questions
XX € / monthBookPay online

Invoice template

An English-language invoice template for foreign clients, with a note on IVA.

Who it is for: Freelancers who issue documents to clients abroad.

What is included:

  • Ready-made template
  • Explanation of what to state for clients in the EU and outside the EU

Not sure which service you need?

Describe your situation in a few sentences. We will tell you what you need and what you do not.