Portugal
Posted to the books your accountant uses
Coded expenses post to Xero, QuickBooks Online, Sage or NetSuite with the invoice attached and the IVA in its own account. If your accountant works in other software, expenses export to Excel or CSV.
Smartbills takes the IVA from each line, keeps the supplier's details and categorizes food, drink and hotel spend apart from what you can deduct.
IVA read from the receipt, blocked IVA set apart
Every line keeps the rate it was charged, 23%, 13% or 6%, with the supplier's tax number when the receipt shows it. Accommodation, food and drink, where IVA is generally not deductible, are set apart from deductible spend.
- IVA kept per line at 23%, 13% and 6%
- Accommodation, food and drink set apart
- Supplier tax number kept with the invoice
Receipts that arrive on their own
Receipts that arrive by email are pulled from a connected Gmail, Outlook or Zoho mailbox, and merchants on the Smartbills network send the itemized receipt at checkout. The month doesn't end with a receipt hunt, and nobody photographs a crumpled receipt on the way home.
- Emailed receipts and invoices pulled from the mailbox
- Digital receipts from merchants on the network
- Matched to the card or bank line when it clears
Why teams switch
The tax is on the receipt, not the card statement.
Receipts come back without our NIF, and the IVA on them can't be deducted.
Invoices issued to your company arrive from the mailbox, so the ones missing your NIF are easy to spot before the return.
Hotel and restaurant IVA keeps ending up in our deduction.
Each line keeps its category. Accommodation, food and drink are set apart before the return.
Restaurant bills carry 13% on food and 23% on drinks, and we book one rate.
IVA comes from each line of the receipt. Each rate is recorded as charged.
Before and after
What changes on a Portuguese receipt.
A receipt without your NIF can't support an IVA deduction, and a restaurant bill mixes 13% and 23%. One rate on the total gets both wrong.
| Capability | Card statement and photos | With Smartbills |
|---|---|---|
| Hotel and restaurant IVA | Deducted by mistake | Set apart |
| IVA on a restaurant bill | One rate on the total | 13% on food, 23% on drinks |
| Invoices without your NIF | Found at filing time | Visible as they arrive |
| Getting receipts in | Photos at month end | From the mailbox or the merchant |
Integrations
Works with the tools you already use.
Your accounting software, bank feeds and card program, with data syncing in both directions.
- QuickBooks
- Xero
- Sage
- FreshBooks
- Wave
- MYOB
- Zoho Books
- NetSuite
- SAP
- Oracle
- Dynamics 365
- Square
- Shopify
- Clover
- Toast
- Lightspeed
- WooCommerce
- Stripe
- PayPal
- Adyen
- Wise
- Plaid
- Chase
- Bank of America
- Wells Fargo
- RBC
- TD
- BMO
- Scotiabank
- Desjardins
- Brex
- Ramp
- Float
- Mercury
- Gusto
- ADP
- Deel
- Rippling
- Google Drive
- Dropbox
- OneDrive
- Box
- Gmail
- Outlook
- Google Analytics
- Snowflake
- Looker
- Databricks
- Google Cloud
- Metabase
- Slack
- Microsoft Teams
- Notion
- Zapier
- Airtable
- Salesforce
- HubSpot
The products that do the work.
Each product works on its own, and when you run two, the same record carries from the receipt to the ledger entry.
Expense management
Capture receipts, categorize expenses and check policy compliance as expenses are submitted.
Expense reports
Expense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.
Email receipt capture
Connect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.
Accounting automation
Accounting automation software that codes each transaction and posts the journal entry to your accounting software the day it happens.
FAQ
Frequently asked questions
What people ask us before they sign up.
On the mainland, 23% standard rate, 13% intermediate rate on items such as restaurant food, and 6% reduced rate on essentials such as basic food, medicines, books and hotel stays. Madeira and the Azores apply lower rates.
Generally no. IVA on accommodation, food and drink is excluded from deduction, with limited exceptions such as some expenses for organizing events and conferences. Smartbills keeps each purchase categorized so those lines are set apart.
An invoice issued to your company with your tax number (NIF), the supplier's details and the IVA shown by rate. A receipt without your NIF doesn't support a deduction.
Xero, QuickBooks Online, Sage and NetSuite, with two-way sync. If your accountant works in other software, coded expenses export to Excel or CSV.
Yes. You invite your accountant with their own access, and a firm that manages many clients sees them all from one login, entities included.
Your data is stored in Canada, which the European Union recognizes as providing adequate data protection, and we don't sell it. Access is limited to the people you invite.
Get started
Bring a month of Portuguese receipts.
Connect a mailbox and a card. IVA comes in at the rate on each line, and hotel and restaurant IVA is set apart.