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Discover a treasure trove of resources tailored to help you thrive in Portugal. From tax guides to immigration tips, our comprehensive collection has everything you need to navigate your journey with confidence. Dive in and start achieving your goals today!

Article cover: IRC payments on account: 5 rules so July, September and December don’t catch you out
  • Blog Post
  • Step Inside Accounting, Company
IRC payments on account: 5 rules so July, September and December don’t catch you out
Every year, in July, September and December, many companies receive a corporate tax (IRC) bill halfway through the year. These are payments on account: advances on the current year’s tax, based on the previous year. Knowing how they work avoids
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Article cover: Deductible expenses: 5 rules on the difference between corporate tax and VAT
  • Blog Post
  • Step Inside Accounting, Company
Deductible expenses: 5 rules on the difference between corporate tax and VAT
An expense can count for corporate tax (IRC) and still give no right to deduct the VAT. A dinner with a client is a company expense, but the VAT cannot be recovered. Knowing both rules avoids surprises at the year-end
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Article cover: VAT on company cars: 5 rules on what your company can deduct
  • Blog Post
  • Step Inside Accounting, Company
VAT on company cars: 5 rules on what your company can deduct
For VAT, a petrol car, an electric car and a commercial van are three different worlds. Choosing the right car can mean recovering thousands of euros of VAT, or none at all.
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Article cover: VAT refunds: 5 rules for getting back the VAT your company is owed
  • Blog Post
  • Step Inside Accounting, Company
VAT refunds: 5 rules for getting back the VAT your company is owed
When the company pays more VAT on its purchases than it charges on its sales, it has VAT to recover. It can use it in the following returns or ask the Tax Authority for a refund. The request is simple;
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Article cover: Quarterly VAT with no surprises: 5 rules to have the money ready when the return is due
  • Blog Post
  • Step Inside Accounting, Company
Quarterly VAT with no surprises: 5 rules to have the money ready when the return is due
The VAT you charge your clients is not company revenue: it is money the company holds on behalf of the State until the return. If you spend it during the quarter, you reach the payment deadline with a bill that
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Article cover: Selling online to consumers in the EU: 5 rules on the OSS
  • Blog Post
  • Step Inside Accounting, Company
Selling online to consumers in the EU: 5 rules on the OSS
An online shop or a digital course sold to customers in France, Spain or Germany starts out with Portuguese VAT. Once those sales pass €10,000 a year, the VAT becomes that of the customer’s country. The OSS, the EU One-Stop
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Article cover: Clients outside the EU: 5 rules for invoicing without VAT (and when you can’t)
  • Blog Post
  • Step Inside Accounting, Company
Clients outside the EU: 5 rules for invoicing without VAT (and when you can’t)
Invoicing a client in the US, the UK or Brazil is more and more common, even for small companies. In most cases the invoice goes out without Portuguese VAT, but it depends on whether the client is a business or
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Article cover: Selling to companies in other EU countries: 5 VAT rules
  • Blog Post
  • Step Inside Accounting, Company
Selling to companies in other EU countries: 5 VAT rules
When your company sells services or goods to a business in another EU country, the invoice is normally issued without VAT. But only if three conditions are met: a valid VAT number for the customer, the right wording on the
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Article cover: Google, Meta and software: 5 rules on VAT for purchases from abroad
  • Blog Post
  • Step Inside Accounting, Company
Google, Meta and software: 5 rules on VAT for purchases from abroad
Your Google Ads, Meta or US software invoice arrives without VAT. It is not a mistake: the VAT becomes your company’s responsibility, and it has to be declared in Portugal. This is called the reverse charge (autoliquidação), and many companies
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Article cover: Invoices: 5 rules for the expense to count in your company
  • Blog Post
  • Step Inside Accounting, Company
Invoices: 5 rules for the expense to count in your company
An expense only reduces the company’s tax if it is properly documented. A receipt without a tax number, an invoice in a personal name or a foreign receipt with missing details can cost you the deduction for corporate tax (IRC)
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Article cover: Beyond the salary: 6 rules on the managing partner’s benefits
  • Blog Post
  • Step Inside Accounting, Company
Beyond the salary: 6 rules on the managing partner’s benefits
Health insurance, a pension plan (PPR), childcare vouchers, a car, a phone or training: the company can pay for much more than the salary. Some of these benefits pay income tax, others pay no Social Security, and some pay nothing
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Article cover: Travel allowances and mileage: 5 rules for paying the managing partner’s business trips
  • Blog Post
  • Step Inside Accounting, Company
Travel allowances and mileage: 5 rules for paying the managing partner’s business trips
When the managing partner travels for work, the company can cover the costs free of income tax and Social Security, within the legal limits. Above those limits, or without the right paperwork, the amount is treated as salary.
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