Portugal and the TAX certification

Spacecabbie · September 6, 2023, 10:04am

Has anyone tried or has successfully gotten invoiceplane certified with the tax office so it can be used as invoicing system ?

UnderDog · September 6, 2023, 10:34am

Welcome!
Can you make a list of what needs to be done to make it certified?
Maybe we can do that for InvoicePlane V2
(depends on the list)

Spacecabbie · September 16, 2023, 2:18pm

I’m not original from Portugal I’m an expat here so I’ll have to chase down this information but will do and get back to you

Spacecabbie · September 19, 2023, 2:04pm

Ok took some digging but found the info placed in a issue on github

github.com/InvoicePlane/InvoicePlane

Feature Request: Certification with Portugese TAX Authority.

opened 02:03PM - 19 Sep 23 UTC

spacecabbie

In Portugal its required to have any invoicing system to be certified by the tax… authority. ## Context (Environment) Since 2021 Its mandated to as a company make invoices this system has to be certified by AT (tax office) for this certication it has to comply with certain specifications. This request is to look if its feasable to do this for invoiceplane (see: https://community.invoiceplane.com/t/topic/10457/3) ## Detailed Description What are the requirements for certification of invoicing programs? - For an invoicing program to be certified by the Tax Authority, it must meet the following requirements: Possibility of exporting the tax audit model file (as defined by Ordinance no. 321-A/2007, of March 26); (for example, SAF-T ); Have a system that allows the recording of records of invoices or equivalent documents and sales receipts to be identified, using an asymmetric cipher algorithm and a private key known exclusively to the program producer; - Have access control to the computer system, requiring authentication for each user; - Do not have any function that, locally or remotely, allows you to change, directly or indirectly, information of a tax nature, without generating evidence added to the original information. - Comply with the technical requirements approved by order of the director general of the Tax and Customs Authority (AT). - Public key and private key used by the program to be certified. References: 1. https://eportugal.gov.pt/inicio/espaco-empresa/balcao-do-empreendedor/programa-de-faturacao-certificacao 2. https://www.voxelgroup.net/blog/en/portugal-2023-main-changes-to-electronic-invoicing/