To comply with the requirements of the Portuguese Tax Authority, all billing series must be previously registered and all issued documents must include the ATCUD code.
In this guide, we explain how to:
Create a user in the Portuguese Tax Portal;
Configure communication with the Tax Authority;
Register billing series;
Resolve possible errors during the process.
1. Create a user in the Portuguese Tax Portal
Before starting the communication setup with the Portuguese Tax Authority, you must create a dedicated user in the Tax Portal.
How to create the user
Access the Portuguese Tax Portal:
http://www.portaldasfinancas.gov.ptGo to the menu:
Services
User Management
Log in using the taxpayer credentials.
Create a new user and define a password.
💡 The created user will have a format similar to: VATNUMBER/1
Depending on the number of existing users, the final number may vary.
This identifier will later be used during the platform configuration.
The password must contain between 8 and 14 characters.
Mandatory permissions
When creating the user, the following permissions must be enabled:
WFA
WSE
WDT
⚠️ Without these permissions, communication with the Portuguese Tax Authority cannot be validated.
2. Add these details to your InvoiceXpress account
After creating the user in the Portuguese Tax Portal, you must configure the corresponding details on the platform.
Configuration steps
Access your account settings;
Open the section:
Communication with the State
Billing Series / ATCUD
Click on “Configure”;
Enter:
The user created in the Tax Portal;
The corresponding password.
After saving the information, the system will automatically validate the connection with the Tax Authority.
Connection configured successfully
Once the validation is completed successfully:
Communication with the Tax Authority will become active;
You will be able to create and register billing series;
Issued documents will automatically include the ATCUD code.
An error occurred while validating the connection. What should I do?
If the connection does not become active, it usually means that some of the entered information could not be validated by the Tax Authority.
Most common situations
Incorrect user;
Invalid password;
Missing permissions;
Suspended user in the Tax Portal.
How to fix the error
We recommend checking the following points:
Confirm the user
The format must exactly match the one created in the Tax Portal:
VATNUMBER/number
Confirm permissions
The user must have:
WFA
WSE
WDT
Check the user status
Make sure the user is active and not suspended.
Update the password
If necessary, change the password in the Tax Portal and try configuring the connection again.
Create a new user
If the issue persists, it may be necessary to create a new user and repeat the entire process.
3. Create and register a billing series
Once communication with the Tax Authority is active, you will be able to create new billing series.
How to create a series
1. Click on “New Series”;
2. Define the series name;
3. If desired, enable the option to use it as the default series;
4. Click on “Save and Register”.
How to confirm if the series was registered
After registration, the series should appear with the status:
✅ Registered
This means:
The series was successfully communicated to the Portuguese Tax Authority;
It can now be used to issue documents;
The ATCUD code will be generated automatically.
💡Frequently Asked Questions
I configured the user credentials and the connection with the Tax Authority is active. I want to register a series that already exists in the account but is currently inactive. How can I do it?
I configured the user credentials and the connection with the Tax Authority is active. I want to register a series that already exists in the account but is currently inactive. How can I do it?
You can find all the steps here.
The connection with the Tax Authority is active, but I receive an error when trying to register the series. What should I do?
The connection with the Tax Authority is active, but I receive an error when trying to register the series. What should I do?
Please refer to our article: “What should I do if the series registration returns an error?”