AmCham Webinar Series
Everything You Need to Know to Live, Work, and Start a Business in Portugal
In collaboration with Finpartner.
Accounting – Self-Employed & Companies: Tax and Accounting
The 4th webinar of this series addressed one of the most important aspects of setting up or working in Portugal: navigating the country’s tax and accounting framework, both for companies and for self-employed professionals.
With the expertise of João Carvoeira (Key Account Manager) and Claudiu Vancea (Key Account Assistant) from Finpartner, the session guided participants through the essential steps and obligations that ensure legal and fiscal compliance.
Main topics covered:
– Companies: from choosing the legal structure and registering the company, to meeting incorporation deadlines and appointing a Certified Accountant.
– Independent workers: overview of the Simplified Regime vs. Organized Accounting, declarative obligations (IRS, VAT, IES, Model 30, etc.), and the different categories of deductible expenses.
– Tax regimes: insights into the Non-Habitual Resident status, the Return program, and incentives for research and innovation.
– Social Security: rules for self-employed workers, including quarterly declarations and applicable contribution rates.
– Key recommendations included the importance of reliable professional support, complying with deadlines, keeping documentation organized, and monitoring legal and fiscal updates to make the most of Portugal’s tax framework.
The session reinforced that understanding tax and accounting rules is a crucial step for anyone looking to successfully establish and grow a business activity in Portugal.
Stay tuned for the upcoming episodes of this series, designed to support those looking to start a new chapter in Portugal with confidence and reliable information.
