🛠️ How to configure the communication of documents to the Tax Authority

To configure how you report your documents to the Portuguese Tax and Customs Authority, go to Settings (on the left-hand vertical bar) → Communication method:

1Choose the communication method

• SAF-T: you (or your accountant, on your behalf) will need to submit the SAF-T file monthly on the Finance Portal.
• Automatic Communication: covers the communication of all documents, including Delivery Notes. To proceed, choose Automatic Communication and click Confirm.

2Enter the Finance Portal credentials

Enter the credentials obtained on the Finance Portal: the user and its password (8 to 14 characters). These are not your regular Finance Portal login details.

You can choose to report only this year's documents, or this year's and the previous year's. In either case, all documents from the chosen year(s) will be reported.

3Timing of automatic communication

Automatic Communication takes reporting deadlines into account, and is carried out as follows:

• Documents dated in previous months, finalised from the 4th day of the month: 2 hours later.
• Documents finalised on the 1st, 2nd or 3rd day of the month: the next day at 5am.
• Other documents finalised within the reporting deadline: 3 days later at 5am.

4Check the communication history

You can check the status of your documents' communication on this same InvoiceXpress page, in the Communication History section. As documents are reported, they will be added to the list:

Once reported, these documents can also be confirmed on the e-Fatura Portal → Invoices → Issuer → View documents: https://faturas.portaldasfinancas.gov.pt/