Newly established company
You start with no history, which is the only time getting your accounting right costs nothing. The billing series, chart of accounts, and calendar are set up once and last for years.
- Legal form
- Depending on incorporation: sole trader or company
- Accounting
- From the first financial year, at the level your legal form requires
- Taxes
- IGI, IRPF or corporate income tax as applicable
- Social security contributions
- Registration and contributions according to the legal form and circumstances
Firm workflowControlled setup and first period
What you are required to do
From day one, you must configure the invoice series and NRT, retain invoices, and keep the records and accounts required for the activity. If you are an IGI taxable person, you must also apply the correct treatment and filing frequency. Annual accounts and their filing depend on the legal form and applicable thresholds.
The expensive mistake at this point is to start numbering invoices incorrectly or with a series that will later have to be changed. Getting it right later is much more complicated than getting it right now.
This profile, inside the same portfolio
From day one, the firm records the legal form, financial year, tax profile, chart of accounts and engagement authority. Each obligation starts pending professional validation.
Validate this case with real clients
Include one new company in the pilot and validate onboarding before its first transaction is posted.