Social Security: frequently asked questions and glossary
Quick answers to the most common questions about the Social Security feature. đź’¬
âť“ Frequently asked questions
Does InvoiceXpress submit the declaration for me?
No. You always submit the declaration yourself, in Segurança Social Direta. InvoiceXpress prepares the values and keeps a record.
Why does the current quarter show as Provisional?
The quarter hasn't ended, so new invoices will change the amounts. Wait until it ends before declaring.
My estimate is different from the Social Security amount. Why?
Usually because an item is classified as a Good when it should be a Service (or vice versa). Check your items and your profile settings (Framework, Regime). The official Social Security amount is always the one that counts.
I forgot to declare a quarter. Can I still do it?
Yes. The card shows Declare – overdue. Open it to copy the values, submit in SSD and then mark it as declared.
I declared in SSD but the card still says "Declare".
InvoiceXpress doesn't know automatically. Open the quarter and click Save and mark as declared.
I don't see Social Security in the menu.
The feature is not available for your account. Contact customer support if you think it should be.
Can I change the settings later?
Yes, at any time, in Settings → Taxes and Tax Authority → Social Security.
Are the amounts with or without VAT?
Always excluding VAT.
đź“– Glossary
| Term | Meaning |
|---|---|
| NISS | Social Security Identification Number — your 11-digit number. |
| SSD | Segurança Social Direta — the official website where you submit declarations. |
| Quarter | A three-month period (Jan–Mar, Apr–Jun, Jul–Sep, Oct–Dec). |
| Self-employed worker | Someone who works for themselves ("recibos verdes"). |
| ENI | Sole trader (Empresário em Nome Individual). |
| Good / Service | A product you sell / work you provide. |
| Relevant income | The part of your invoicing that Social Security counts: 70% of services + 20% of goods. |
| Contribution base | The monthly amount the contribution rate is applied to. |
| IAS | Social Support Index — a reference value set by the State every year; it sets the cap. |
| Voluntary adjustment | An optional change, up to ±25%, to the amount you pay. |
| Declared | You have marked the quarter as declared. |
| Reconcile | Compare the InvoiceXpress estimate with the official Social Security amount. |