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Connect InvoiceXpress to the AT.
For InvoiceXpress to register series and get the ATCUD, it needs a sub-user of the Portuguese tax authority (AT) with the WSE profile. You create it on the Portal das Finanças and enter it under Configurações, Séries / ATCUD.
The company's password for the Portal das Finanças and access to InvoiceXpress's settings.
WSE, to report series. WDT is optional, for companies that need transport documents.
Register a series in InvoiceXpress.
Create the AT sub-user on the Portal das Finanças
The AT sub-user is the credential InvoiceXpress uses to communicate with the AT. You create it once, with the company's password.
- 1Sign in to the Portal das Finanças with the company's NIF and password.
- 2Open Todos os Serviços, Autenticação de Contribuintes tab, and choose Gestão de Utilizadores.
- 3Click Criar Novo Utilizador.
- 4The Utilizador field comes pre-filled. Make a note of that value. Fill in Nome, Senha and Confirmar Senha.
- 5Under Perfis Atribuíveis, type WSE in the filter and select that profile.
- 6If the company needs transport documents, type WDT in the filter and select that profile too.
- 7Click Criar Utilizador.
- WSE
- «Comunicação e Gestão de Séries por webservice» (series reporting and management by web service). Required: this is the profile that allows series to be reported.
- WDT
- «Webservice de comunicação de documentos de transporte» (web service for reporting transport documents). Optional, for companies that need transport documents.
- WFA
- «Webservice de comunicação de dados de faturas» (web service for reporting invoice data). Optional, for those who want the program to report invoice data to the AT.
You do not need to create another one. Under Gestão de Utilizadores, add the missing profiles to it. The same AT sub-user can serve more than one program.
Enter the AT sub-user in InvoiceXpress
Under Configurações, in the Impostos e AT area.
- 1In InvoiceXpress, open Configurações and, under Impostos e AT, choose Séries / ATCUD.
- 2In the Comunicação com AT banner at the top, click Configurar.
- 3Fill in NIF, Utilizador and Palavra-passe with the AT sub-user's details.
- 4Click Guardar (Save). The banner then reads Comunicação com AT: Ligação Ativa (connection active).
Choose how you report documents
This choice is about documents. Reporting the series is covered in the previous step.
- 1Under Configurações, in the Impostos e AT area, open Método de Comunicação.
- 2Choose one of the options and click Confirmar.
- Comunicação Automática (automatic communication)
- Documents are reported to the AT as soon as they are finalized.
- Comunicação via SAF-T (via the SAF-T file)
- You export the SAF-T PT file and import it into the e-Fatura portal, every month by the 5th.
- Comunicação Automática Apenas para Guias (automatic, transport documents only)
- Only transport documents go automatically. You need the WDT profile.
Frequently asked questions
Which profile do I give the AT sub-user so that InvoiceXpress can register series?
WSE, «Comunicação e Gestão de Séries por webservice» (series reporting and management by web service). Without it InvoiceXpress cannot register series with the AT.
Is the WDT profile required?
No. It is optional, for companies that need transport documents.
Can I use the company's main password in InvoiceXpress?
That is not what InvoiceXpress asks for. The screen asks for the credentials of the user authorised on the AT Portal, which is the AT sub-user.
Where can I see whether InvoiceXpress is connected to the AT?
Under Configurações, Séries / ATCUD. The banner at the top reads Comunicação com AT: Ligação Ativa (connection active).
Does the AT connection work during the 30 free days?
According to InvoiceXpress's plans page, communication with the AT is not available during the trial period.
Related guides
Need help?
If you would rather set it up with us, book a call. We configure everything with you, live.
Book a call ↗ calendly.com/pedro-kapta/rioko-support
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