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Connect Moloni to the AT.
For Moloni 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 A. Tributária, Configuração da Ligação, with the Registo de séries AT option active.
The company's password for the Portal das Finanças and access to Moloni's settings.
WSE, to report series. WDT is optional, for companies that need transport documents.
Register a series in Moloni.
Create the AT sub-user on the Portal das Finanças
The AT sub-user is the credential Moloni 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 Moloni
In the A. Tributária menu.
- 1In Moloni, open A. Tributária and choose Configuração da Ligação.
- 2In ID Utilizador, enter only the AT sub-user's number, without the NIF in front.
- 3In Palavra-Passe, enter the AT sub-user's password.
- 4Turn on Registo de séries AT.
- 5If the company needs transport documents, also turn on Documentos de transporte. You need the WDT profile.
- 6Click Atualizar.
The ID Utilizador field only accepts the AT sub-user's number. If you enter the NIF with the slash, Moloni refuses it.
Frequently asked questions
What do I enter in ID Utilizador in Moloni?
Only the AT sub-user's number, without the NIF in front. The field says it must be a whole number.
Which profile do I give the AT sub-user so that Moloni can register series?
WSE, «Comunicação e Gestão de Séries por webservice» (series reporting and management by web service).
Is the WDT profile required in Moloni?
No. It is optional, for companies that need transport documents. In Moloni it corresponds to the Documentos de transporte option.
What is the Registo de séries AT option for?
It lets Moloni register series with the AT automatically. Without it, Moloni warns that automatic series reporting is not active.
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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