Liberal professional
Lawyers, architects, doctors, engineers and independent consultants share a pattern: few invoices, high amounts and very little desire to spend time on them.
- Legal form
- Usually a sole trader or professional company
- Accounting
- Income and expense registers or full accounting
- Taxes
- IGI and IRPF where applicable
- Social security contributions
- CASS contributions where required
Firm workflowCompact professional file
What you are required to do
You must keep the records and accounts required for the activity. If you are an IGI taxable person, invoices apply the appropriate treatment and returns follow the frequency assigned to you. CASS contributions depend on your legal form and circumstances.
The sensitive point is usually the IGI treatment of particular services and non-resident clients. Set it transaction by transaction, not from habit.
This profile, inside the same portfolio
The firm brings services, invoices, expenses, banking, IGI and activity IRPF into a compact client file, with tax decisions subject to professional review.
Validate this case with real clients
Include one liberal professional in the pilot and validate invoicing, expenses and tax for a real period.