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Preparatory work
• Support on the selection of the corporate model
• Financial study and support in choosing the most appropriate tax regime for the Company
• Support in defining the company’s activity and selection of the economic codes
• Preparation and collection of all information necessary for the company’s constitution
• Clarification of doubts about the Portuguese corporate and fiscal framework

Constitution of the new company (per lawyer)
• Request of the Certificate of Admissibility (if applicable)
• Request of the equivalent Portuguese fiscal number for the shareholder company
• Elaboration of the Social Pact in the approved standard model
• Registration of the incorporation of the Company in RNPC
• Opening of the Book of Minutes and preparation of the report on the remuneration of Management

Accounting services
• Registration of the Company’s activity in the Portuguese Fiscal Administration system
• Request of the Portal das Finanças password
• Registration of the Company’s activity in Social Security
• Request of the Segurança Social Directa password
• Registration on the system of Fundos de Compensação
• Registration on Via CTT (electronic mailbox)
• Opening of the Company’s Fiscal Dossier (Tax File)
• Opening of accounts on Primavera system
• Opening of the personnel registration forms

Accounting services
• Preparation of all the monthly accounting records of the Company
• Recording of all the accounting documents and journal entries:
• Preparation of the monthly bank reconciliations, to ensure proper control over payments and receipts and proper cut-off procedures
• Periodic review of the company’s records
• Issuance of the monthly trial balance
• Preparation and issuance of the monthly report to the Management
• Quarterly meetings with the Company to monitor the activity and the work carried out

Tax compliance
• Preparation and submission of the VAT declarations (if applicable)
• Submission of the Withholding tax declarations (IRS/IRC)
• Submission of the Payment per Account and Special Payment per Account (PPC e PEC) payment notes
• Submission of the tax declarations regarding payments to non residents
• Non-debt tax certificates
• Tax Residency Certificates
• Confirmation of the monthly report of SAFT-file

Annual accounts closure
• Preparation of the year end statutory accounts: Balance Sheet, Profit and Loss statement, Cash Flow Statement and Equity Statement and the corresponding Notes to the Financial Statements
Tax compliance
• Annual corporate income tax declaration (Form Mod.22)
• Annual revenue declarations (Form Mod.10)
• Annual Tax and Accounting Declaration (Form IES)
• Annual inventories report declaration
• Tax File Maintenance

Fiscal Consulting
• Support to requests and clarification of tax legislation (the preparation of opinions shall be subject to additional budgeting)
• Support to requests for clarification of the Tax Administration issues, resolution of disputes and monitoring of tax matters
• RFI requests under the Double Taxation Agreements
• Fiscal alerts

Monthly payroll
• Collection and organization of the monthly variable data
• Payroll calculations and allowances
• Issue of individual receipts of salaries
• Issue of listings for bank transfers
• Preparation and issue of payroll jornal
• Admissions: official opening of employee file
• Desmissals: final accounts calculations

Tax compliance
• Submission of the monthly statement of income (DMR)
• Calculation and submission of the withholding tax
• Calculation and submission of the contributions to Social Security
• Admissions / desmissals: registration and de-registrations of workers in SS
• SS non-debt tax certificates

Labour conditions authority (ACT)
• Maintenance of the employee master files
• Other mandatory communications and registers

Year-end routine
• Issue of the anual income declaration for each employee
• Preparation and submission of the annual personnel report (“Relatório Único”), based on the payroll information

We guarantee the administrative services (just like Billing, Treasury, Placement of payments) so that you can be focused on your business.
• Recovery of debts
• Supplier payments and tax payments
• Control of payment periods and other financial commitments
• Registration and control of operations

• Issue of customer billing documents based on the information previously sent by the company on our system
• Compliance with monthly reporting of SAFT-file

Note: For billing documents we mean invoices pro forma invoices, debit notes; credit notes, among others.

• Address as temporary registered office
• Post office box
• Management of correspondence

Additional services (opcional)
• Clarification of questions under tax audits
• Submission of COPE report (Bank of Portugal)
• Preparation and submission of INE statements (Statistics Portugal Office)
• Preparation and submission of the VAT reimbursement requests

Contacte-nos, temos uma equipa de especialistas ao seu dispor.