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Create a user and connect FACT account to Tax Authority

Mariia Korostashevych
Updated

To create a user log in with your company data on the Tax Authority portal – portaldasfinancas.gov.pt and follow the instructions below.

  1. On the home page of the Finance Portal, click on the option Todos os Serviços.
  2. Locate the option GESTÃO DE UTILIZADORES and click on it.
  3. Then click on the button CRIAR UM NOVO UTILIZADOR.
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome
  1. Enter the name for this user. This field is merely informative, it allows you to identify one or more authorized users on your Finance Portal.
  2. Enter a password for this user (only with letters and numbers).
  3. Select the type of credential:
    WSE - Webservice de Comunicação de Dados de Facturas
    WSE - Comunicação e Gestão de Séries por webservice
  4. By clicking on SUBMETER, the user is successfully created.
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome

Insert the credentials in the Fact.pt portal

Now you need to enter the respective credentials in the Fact Portal:

  1. Access Definições
  2. Empresa -> Credenciais
  3. Click Adicionar
  4. Select the type of credential Comunicação AT – Séries.
  5. Seguinte
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome
  1. Enter your user and password.
    Nome da credencial: it is an optional field.
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome

Get series codes automatically

Follow the steps below to get the codes for your series (CBAPI):

  1. Empresa
  2. Séries
  3. Ver  
  4. Gerir códigos de validação.
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome
  1. Select the option Configurar sincronização com Autoridade Tribuátia.
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome
  1. Without changing anything, just click on Obter códigos.
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome
  1. After a few seconds, all types of documents in the respective series will have the code assigned as shown below:
How to connect FACT account to Tax Authority [Portal das Finanças] | #86a130qf4 - Google Chrome
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