Skip to content

English-Speaking Accountants in Portugal

English-speaking accountants in Portugal work with companies and owners of Portuguese rental property who need their records and tax declarations kept in order. We conduct each engagement in English or Portuguese and review SAF-T and payroll reporting against the facts of each business.

Request a consultation

First conversation free Reply within one business day

Sand dunes at Comporta under an overcast sky

Who Needs an Accountant in Portugal

  • Your company or activity needs Portuguese accounting records and tax declarations handled together.
  • You need a certified accountant to prepare or sign financial statements or tax declarations within the profession's regulated scope.
  • Your business needs SAF-T, invoice communication and payroll-reporting work reviewed against its facts.
  • You own Portuguese rental property or receive Portuguese income and need recurring accounting or return support.

You need a separate tax-advisory engagement if you want a one-off planning opinion without accounting or filing work.

What's Included in Portuguese Accounting Support

You get a quote in writing before any work starts.

  • Accounting-position review. A certified accountant reviews the taxpayer, activity, registrations, reporting needs and records already maintained.
  • Record preparation. The transactions included in the engagement are recorded and reconciled.
  • Reporting-framework assessment. A certified accountant identifies the accounting framework and reporting work that apply to your entity and circumstances.
  • SAF-T and invoice reporting. The invoice data, software output and communication work included in the engagement are checked by a certified accountant.
  • Payroll declarations. The agreed DMR-AT and Segurança Social remuneration reporting is prepared from the payroll records.
  • Tax declarations. A certified accountant prepares and files the agreed periodic and annual declarations with the Autoridade Tributária e Aduaneira.
A four-part reporting swimlane with invoice, payroll, Social Security and SAF-T duties.
Invoice data and payroll data follow separate monthly routes.
Diagram text version

The business sends invoice data to AT by day 5. The payer sends DMR-AT by day 10. The employer reports pay from day 1 through day 10. A structured SAF-T file is one AT invoice-data route.

What You'll Need to Provide

Taxpayer details
Identification, Portuguese NIF, registrations, activity information and the accounting or filing period.
Sales and income records
Invoices, credit notes, sales reports, rental statements and other income records relevant to the engagement.
Purchases and expenses
Supplier invoices, receipts, expense claims and explanations for material costs.
Bank and payment statements
Portuguese and foreign bank, card and payment-platform statements used for the activity.
Payroll information
Employee details, pay records, withholding information and prior DMR-AT or Segurança Social declarations.
Prior accounting and filings
Existing ledgers, financial statements, SAF-T files, tax returns and notices from public authorities.

How Accounting in Portugal Works

Every case starts with the form below. Describe your business or personal filing needs, current records and tax position. Each enquiry is reviewed, and the reply confirms what a certified accountant can prepare, in English or Portuguese.

A certified accountant files the tax declarations included in the engagement directly with the Autoridade Tributária e Aduaneira and flags VAT, payroll, corporate-tax and personal-tax questions along the way.

  1. Review the Accounting Position

    A certified accountant reviews the taxpayer, activity, registrations, records, payroll position and prior filings.

  2. Organise and Reconcile the Records

    The agreed transactions are recorded, and the source documents, bank balances and tax records are reconciled.

  3. Assess the Reporting Framework

    A certified accountant determines the reporting approach from the entity, activity and accounting facts.

  4. Validate SAF-T and Invoice Data

    A certified accountant checks the structured file, invoice data and communication method for the agreed work.

  5. Prepare Payroll Declarations

    The agreed DMR-AT and Segurança Social declarations are prepared from the payroll information.

  6. Prepare and File Tax Declarations

    A certified accountant prepares the applicable declarations and files them with the Autoridade Tributária e Aduaneira.

Timing and Possible Delays

Set by the reporting period and filing calendar

What delays it

The work takes longer when invoices, bank statements, payroll records, prior ledgers or transaction explanations are incomplete.

What to prepare now

You gather the taxpayer, income, expense, bank, payroll, accounting and prior-filing records before the work begins.

Invoice, Payroll and Annual Filing Considerations

Invoice communication and source data

The Autoridade Tributária e Aduaneira guidance checked on 18 September 2026 requires documents issued from 1 January 2023 to be communicated by the fifth day of the following month. The source invoice data is retained with the webservice, Portal or structured SAF-T submission record so each reported document can be traced.

Two monthly payroll declarations

The DMR-AT instructions require the employer or payer declaration by the tenth day of the month after payment. Segurança Social requires the remuneration declaration between the first and tenth day of the month after the remuneration month. Both declarations are reconciled to the payroll file before submission.

The 2026 annual filing sequence

The Autoridade Tributária e Aduaneira’s 2026 annual calendar lists 30 May for the Modelo 22 filing of calendar-year taxpayers, subject to the footnoted extension in that calendar (pending final verification), and 30 June separately for the IRS annual return. A certified accountant closes the agreed accounting records and resolves the material ledger differences before using them for that filing. Portaria n.º 69/2026/1 applies the revised DMR-AT instructions from 1 January 2026.

Set out your accounting and filing needs

Describe the taxpayer, activity, reporting period, payroll position and current records.

Request a consultation

Common questions

Who may use the title contabilista certificado?
Article 9 of the Estatuto da Ordem dos Contabilistas Certificados requires registration with the Ordem for the professional title and acts reserved by law. A certified accountant registered with the Ordem dos Contabilistas Certificados handles the work that falls within that regulated scope.
What can a certified accountant handle?
The Estatuto includes accounting execution, preparation and signature of financial statements, and preparation and signature of tax declarations among the profession's functions. A certified accountant confirms the work included for your circumstances.
Does accounting support include SAF-T?
A certified accountant handles SAF-T work when it forms part of the engagement. Portaria n.º 302/2016 sets the normalised SAF-T (PT) data structure, and the accountant validates the agreed file and invoice data.
How are invoices communicated to the tax authority?
The Autoridade Tributária e Aduaneira identifies webservice, Portal and structured SAF-T file routes. A certified accountant checks the route and software output that apply to your invoice records.
Can accounting support include payroll reporting?
The agreed DMR-AT for the Autoridade Tributária e Aduaneira and the remuneration declaration for Segurança Social are prepared from your payroll records.
Can an accountant take over incomplete records?
A certified accountant reviews the available ledgers, source documents and prior returns and identifies the correction work included in the engagement.
Is accounting for rental income covered?
A certified accountant reviews the rental, expense and filing records and handles the recurring accounting or declaration work included in the engagement.
How much do accounting services cost?
Fees are set case by case. You get a quote in writing before any work starts.
How is an accounting case handled?
A certified accountant in Portugal handles accounting and tax filings. The accountant replies to you directly and stays your contact through the case.

What to Expect

  • One team for the whole case.

    The accounting, tax, VAT and payroll questions are all handled by the same team.

  • English or Portuguese.

    English or Portuguese, whichever you are most comfortable in.

  • A quote in writing before work starts.

    You get a quote in writing before any work starts. The reply says so plainly if the case is not something the service covers.

Contact us

Your request is in

Every request is read in house. The requirements are assessed, and a reply by email sets out the appropriate next steps.

Every enquiry is read in house, and the aim is a reply within one business day.

Share your accounting needs

Describe the taxpayer, activity, filing needs and current records. Each enquiry receives a reply within one business day, and the first conversation is free.

Are you enquiring as?

This shows only the questions relevant to you.

Leave this blank if the company has not been formed yet.

How we address you.

Where the reply goes.

Choose the country code, then enter the rest of the number.

This decides which specialists read your enquiry.

Regional rules and taxes differ.

When do you need this done? (optional)

Urgent enquiries are flagged when the case is reviewed.

In a few sentences, please tell us what you need.

Your details are handled under our Privacy Notice.