Bookkeeping Services in Portugal
Monthly bookkeeping, VAT declarations, and annual tax filings for international business owners.
Keeping your accounts accurate and your filings submitted on time is the foundation of operating a business in Portugal. Not only are LDA’s and people using organized accounting required to have a Certified Portuguese Accountant completing their bookkeeping for them, this also ensures that the work is done correctly so that you pay the correct amount of tax, and not more.
Our bookkeeping service handles the full compliance cycle for foreign-owned businesses: monthly reconciliation, VAT declarations, Model 22, IES, and ongoing monitoring of your government accounts. You stay informed throughout, we handle the administrative detail.
What's included
Bank statement reconciliation
We reconcile your bank statements against your income and expense records monthly, keeping your books accurate and audit-ready.
Categorisation of income and expenses
All transactions are properly categorised under the appropriate tax codes for your business structure and activity.
VAT declarations
We prepare and submit your monthly or quarterly VAT (IVA) declarations to the Autoridade Tributária on your behalf.
Model 22 — Corporate income tax
Annual corporate income tax return filed on time, with a clear summary of what was submitted and what you owe or are owed.
IES annual reporting
Annual Informação Empresarial Simplificada submission handled as part of your standard annual compliance package.
Government account monitoring
We monitor your AT portal and Segurança Social accounts for notices and pending obligations, so nothing is missed.
How It Works
Step 1 — Onboarding
We set up access to your business accounts, connect your bookkeeping records, and connect your systems to ours to keep things as efficient as possible.
Step 2 — Monthly processing
Each month, we reconcile your transactions, prepare your VAT declaration, submit any necessary government declarations, and send you your monthly P&L.
Step 3 — Annual compliance
At year-end we prepare your Model 22 and IES filings, explain the results in plain English, and submit on your behalf.
Step 4 — Ongoing communication
We’ll proactively let you know if we see something out of place with your account or if something is missing. If you have questions, just ask, and we’ll reply quickly.
Working in English Throughout
All client communication is in English. We use digital tools for document sharing, keep everything paperless where possible, and structure our monthly summaries so you always know where you stand.
FAQ
What does a bookkeeping service include in Portugal?
Our bookkeeping service covers monthly bank reconciliation, transaction categorisation, VAT declarations, corporate income tax (Model 22), IES annual reporting, and monitoring of your government portal accounts. We handle the full compliance cycle.
How do I send you my financial documents?
You’ll connect your bank account directly to the bookkeeping software so don’t need to send bank statements each month. Expense invoices are submitted using a special tool that makes it easy to submit using the camera on your phone, via email, or by connecting web portals like Amazon.es to the tool so that new invoices are captured automatically. There is no need to give us physical documents.
Do I need to speak Portuguese to work with you?
No. All communication with our team is in English. We handle all Portuguese-language filings, government correspondence, and portal interactions on your behalf.
What happens if I receive a notice from the Tax Authority (Autoridade Tributária)?
If you receive a notice that you don’t understand, just ask. We’ll review it, explain what it means in plain English, and advise on the appropriate response.
Can you take over bookkeeping from my current accountant?
Yes. We handle the transition process, including working directly with your current accountant to seamlessly transition your account to us without interruption.
Clear Books, No Surprises
Talk to us about monthly bookkeeping for your business in Portugal.