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Setup guide · November 2026
/ Guides · TOConline · Connect to the AT

Connect TOConline to the AT.

For TOConline to report 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 Empresa, Configurações, Senhas da Empresa.

01What you need

The company's password for the Portal das Finanças and access to TOConline's settings.

02Required profile

WSE, to report series. WDT is optional, for companies that need transport documents.

03Next

Report a series in TOConline.

01

Create the AT sub-user on the Portal das Finanças

The AT sub-user is the credential TOConline uses to communicate with the AT. You create it once, with the company's password.

  1. 1Sign in to the Portal das Finanças with the company's NIF and password.
  2. 2Open Todos os Serviços, Autenticação de Contribuintes tab, and choose Gestão de Utilizadores.
  3. 3Click Criar Novo Utilizador.
  4. 4The Utilizador field comes pre-filled. Make a note of that value. Fill in Nome, Senha and Confirmar Senha.
  5. 5Under Perfis Atribuíveis, type WSE in the filter and select that profile.
  6. 6If the company needs transport documents, type WDT in the filter and select that profile too.
  7. 7Click Criar Utilizador.
Video: creating the AT sub-user on the Portal das Finanças, with captions (no sound). The company's data is blurred.
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.
Novo Utilizador form on the Portal das Finanças, with the WSE profile marked. The company's data is blurred.
The optional WDT profile, for companies that need transport documents. The company's data is blurred.
Already have an AT sub-user?

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.

02

Enter the AT sub-user in TOConline

Under Empresa, Configurações.

  1. 1In TOConline, open Empresa, Configurações and choose Senhas da Empresa.
  2. 2On the Portal das Finanças - Autoridade Tributária e Aduaneira line, click Definir dados.
  3. 3Fill in Utilizador, Senha and Repetir Senha with the AT sub-user's details.
  4. 4Click Guardar (Save). TOConline validates the details before saving them.
Senhas da Empresa in TOConline, with the Portal das Finanças line and Definir dados.
Definir Acesso in TOConline: Utilizador, Senha and Repetir Senha. The values are blurred.
FREQUENTLY ASKED QUESTIONS

Frequently asked questions

Where do I enter the AT sub-user in TOConline?

Under Empresa, Configurações, Senhas da Empresa, on the Portal das Finanças line.

Which profile do I give the AT sub-user so that TOConline can report series?

WSE, «Comunicação e Gestão de Séries por webservice» (series reporting and management by web service).

Is the WDT profile required?

No. It is optional, for companies that need transport documents.

How do I know the details are correct?

TOConline validates the details before saving them, and warns you if they are not accepted.

CONTINUE

Related guides

Connect TOConline to Rioko

All the requirements and steps.

See the guide →

Report series in TOConline

The next step: create and report the series.

See the guide →

ATCUD: what it is and how to read it

What the code on the document means.

Read the article →

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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