The problem
You work as a sole trader issuing Portuguese green receipts, and your accountant’s requests arrive while you are busy with clients. You need to find expense invoices and bank statements, check what is missing and keep track of deadlines.
In INE’s survey on the costs of red tape, covering 4,843 Portuguese companies for 2024, delivering business and tax information is the obligation that weighs most in the cost of meeting information requirements. This support can also suit a small online shop or a clinic with licences, insurance and certifications.
What the agent does
- The calendar brings together the tax, social security, licensing, insurance and certification obligations that apply to your business, checked by your accountant.
- You receive advance reminders for the deadlines your accountant has checked.
- Every month, the agent requests and gathers expense invoices and bank statements in the folder shared with your accountant.
- You see which documents are missing and have the email to your accountant ready to review and approve.
What the agent never does
It gives no tax advice and does not calculate tax to pay. It does not choose tax regimes, fill in or submit anything to the tax or social security authorities. Decisions and submissions belong to the certified accountant.
What we need from you
- The obligations calendar checked by your certified accountant.
- The monthly document list and access to the shared folder.
- The reminder notice periods agreed with your accountant.
- Someone to check documents and approve the email.