Facts that drive your accounting checklist.

Portal das Finanças and Segurança Social passwords are never collected in this form; they use a separate, encrypted, purpose-limited vault flow. This questionnaire does not choose how the return is filed.

Schema v1

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1 service area selected. Every tax-relevant result remains subject to accountant review.

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Legal nameNIFNISS (when applicable)Tax residence countryTaxpayer typeEmployment statusActivity open at Finanças?Activity codeIVA regimeIRS return situationThis records your household situation. It does not choose how the return is filed.Social Security status

Service areas

Annual IRS
Portuguese personal income-tax return preparation.Green Receipts
Reviewed issue requests and recurring freelancer workflows.IVA
Monthly or quarterly VAT preparation and review.Social Security
Contribution facts, declarations, and reminders.Company accounting
Bookkeeping, payroll, close, and corporate obligations.Rental/property
Rental income, expenses, IMI and property context.Crypto/startup review
Evidence-led specialist review; no automatic legal conclusion.Other/manual review
Use when your circumstances need accountant clarification.

Additional facts or questionsI confirm these facts are accurate to the best of my knowledge and understand that the accountant may request clarification.I understand that any approved credential or delegated-access step is separate, encrypted, purpose-limited, and never stored here.

Secure-access boundary

Finanças and Segurança Social access stays outside ordinary forms.

Connect either provider, connect both, or skip this step. Only masked status, purpose and expiry are shown in the portal.

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