I want to open a company
Incorporation and start-up · Invoicing · RCBE · First obligations
04 · Guides and resources
Full guides, quick answers, an accounting and tax glossary, checklists and official sources: a reference library for understanding and organising the accounting side of your activity.
Each guide opens with the essential answer, presents an index, works through the practical steps, gathers a checklist and points to official sources and related services.
Sales, expenses, banks, platforms, payroll, contracts and movements still to clarify.
Open guide02The Portuguese accounting systemFrom document to entry, trial balance, financial statements and tax information.
Open guide03Opening a companyIncorporation, start of activity, capital, beneficial owner register, invoicing and first steps.
Open guide04Profit, cash and liquidityWhy the accounting result and the money available can tell different stories.
Open guide05Your first employeeAdmission, contractual details, payroll processing, costs and the monthly routine.
Open guide06Year-end closing and inventoryBanks, balances, inventory, assets, employees, Modelo 22, IES and the tax file.
Open guide07Simplified regime or organised accountingCriteria for comparing the two frameworks without automatic conclusions.
Open guideIncorporation and start-up · Invoicing · RCBE · First obligations
Monthly documentation · Banks · Platforms · Filing
First employee · Salaries · Admissions
Compare regimes · VAT · Income tax · Social Security
Closing and inventory · Reconciliations · Annual obligations
Platforms · Commissions · Payments · Currencies · Reconciliations
An operational list for gathering what the accounting needs in each period.
ChecklistAccounts, access credentials, invoicing, corporate documents and initial organisation.
ChecklistEmployee details, contract type, pay and the information needed for processing.
ChecklistBanks, customers, suppliers, inventory, assets, contracts and employees.
The glossary explains accounting, tax, corporate, payroll and invoicing terms, with simple examples and links to the guides in which each concept is developed.
Use the search or open a question. The information is general and should be confirmed against each situation.
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Ideally before starting an activity, incorporating a company, issuing the first invoice or taking a decision with tax impact.
Companies subject to organised accounting need a Certified Accountant to take responsibility for the accounts and the related obligations.
Invoices, receipts, bank statements, expenses, payroll details, contracts and other documents related to the activity.
It presents the movements and balances of the accounts and helps you follow income, expenses, banks, customers, suppliers and obligations.
No. Unpaid sales, payments, inventory, investments and taxes can separate the result from the money actually available.
The comparison depends on income, costs, obligations, investment, the need for information and the expected evolution.
It is an advance payment of tax made when certain income is paid, and taken into account in the final settlement.
You need to organise documents, access credentials, responsibilities, accounting information and the transition dates.
Modelo 22 relates to the annual corporate income tax assessment; the IES aggregates accounting, tax and statistical information.
Identification, contract type, admission date, pay, working hours and the details required for the official communications and payroll.
Yes. Support can cover platforms, payment methods, online sales, remote services and documentation from several sources.
Yes. Digital processes allow us to support clients anywhere in the country.
Returns, payments, notifications and tax information.
Social SecurityContributions, employees and contributory obligations.
JusticeIncorporation, registrations and beneficial owner.
StandardsPortuguese accounting frameworks and standards.
Recurring questions help us decide the next guides and the new glossary entries.
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