How to declare a quarter in Segurança Social Direta

When a quarter's declaration period opens, InvoiceXpress prepares the values for you to copy into Segurança Social Direta (SSD). 🗓️

1Open the declaration window

Go to Freelancer Life → Social Security and click Declare on the quarter's card.

The “Declare to Social Security” window opens, showing the deadline and a summary of the values to declare, month by month.

2Submit the declaration in SSD

1. 📋 Click Copy values. The button changes to Copied!
2. 🔗 Click Open Segurança Social Direta. The website opens in a new tab.
3. 🖥️ In SSD (the website is in Portuguese):
   1. Log in to Segurança Social Direta.
   2. Go to Trabalho → Remunerações e Contribuições.
   3. Choose Trabalhadores Independentes → Regime de Declaração Trimestral.
   4. Enter the values per month (services and goods, excluding VAT).
4. ✅ Submit the declaration in SSD.

3Pay 💶

4Mark as declared

Back in InvoiceXpress, click Save and mark as declared.

• The quarter now shows Declared and the button changes to View declaration.
• This only updates InvoiceXpress — it's your personal record that you've done it.

💬 Common questions

❓ I declared in SSD but the card still says “Declare”.

InvoiceXpress doesn't receive this information automatically. Open the quarter and click Save and mark as declared.

❓ I forgot to declare a quarter. Can I still do it?

Yes. The card shows Declare – overdue. Open it, copy the values, submit in SSD and mark it as declared.

❓ Can I declare the current quarter?

No. While it is running, it shows as Provisional. Wait until it ends and the declaration period opens.