Resources & Tax Guides

HVR's resources are free tools for running the accounting and taxes of a company or self-employed activity in Portugal: a monthly closing checklist, a 2026 tax deadlines guide, tax simulators, a glossary and practical guides. They were prepared by a certified accountant and need no sign-up.

Checklists and guides to download

  • Monthly Closing Checklist — the task list for closing each month without gaps: invoices reported, bank reconciliations, payroll and withholding, VAT and a review of entries. Useful if you keep the books in-house, or to know what your accountant needs from you.
  • Tax Deadlines Guide 2026 — the calendar of VAT, corporate tax, IRS, Social Security and annual return obligations, to plan the year's cash flow.

Simulators

  • Net salary 2026 — works out net pay from gross, with IRS withholding and Social Security.
  • Green receipts 2026 — estimates a freelancer's Social Security, IRS and VAT.
  • IMT 2026 — calculates property transfer tax and stamp duty on a purchase.
  • Property capital gains — estimates the tax on selling a property.
  • Freelancer vs company — compares the tax burden of working on green receipts with setting up a company.

There are more than twenty simulators, grouped by topic, on the tools and simulators page.

Reference and reading

  • Accounting glossary — Portuguese accounting and tax terms explained in plain English.
  • IRS guide — who must file, annexes, tax credits and deadlines, with the legal basis for each rule.
  • Blog — practical articles on VAT, corporate tax, IRS, Social Security and management.

How to use these resources

Every resource is available in Portuguese and English, and the tax pages are updated when the rules change. The simulators give estimates under the rules in force, but they do not replace a review of your own case: tax benefits, special regimes and your household can change the result. Use them to prepare decisions and questions. When a decision involves significant amounts, such as changing tax regime, setting up a company or selling a property, confirm it with a certified accountant. The first discovery call with HVR is free; book it on the contact page.