How to set up your Social Security profile
For InvoiceXpress to calculate your estimate, you first need to tell it how you are registered with Social Security. ⚙️
📍 Where to set it up
Go to Settings → Taxes and Tax Authority → Social Security.
💡 You can also click Configure in the yellow notice at the top of the Social Security page.
📝 The "Contribution profile" fields
| Field | What to choose |
|---|---|
| Framework | Self-employed worker (21.4% rate) or Sole trader (ENI, 25.2% rate). |
| Activity type / regime | Services — you only provide services.
Sale of goods — you only sell goods/products. Mixed regime — you do both. InvoiceXpress calculates the split from each item's type. |
| Exempt? | Turn on if you are currently exempt from paying — for example, in your first 12 months of activity. |
| Special profile | Leave as None, unless you have organised accounting, you also work as an employee, or your profession has its own pension fund (e.g. lawyers with CPAS). |
| NISS | Your Social Security number, 11 digits. |
💾 Save
- Fill in the fields.
- Click Save.
- You will see Settings saved. The first time, you can click Go to Social Security to open the Quarterly View.
🔄 You can come back and change these settings at any time.
💬 Common questions
❓ The Save button is greyed out. Why?
The button only becomes active when the NISS has exactly 11 digits and you have changed something.
❓ I see "The NISS must have 11 digits."
Check the number in Segurança Social Direta. It must have exactly 11 digits, with no spaces or letters.
❓ I chose a special profile and I don't see any amounts. Is that normal?
Yes. These profiles follow different rules, so InvoiceXpress shows an explanation instead of an amount. See the article Social Security: exemption, special profiles and quarters with no invoicing.