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SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
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For Portugal, electronic invoice submissions through Taulia must be fully compliant with the tax laws in Portugal and we require that all electronic invoices must be registered with the Portuguese Tax Authority. You will not be able to submit your invoices through Taulia without completing your compliance details.
There are two possible ways your electronic invoice submissions through Taulia can be fully compliant with the Portuguese Tax Authority. The options below will depend on how your customer configured Taulia to provide compliance data:
Note - You must also have your tax identifiers registered under My Details > Tax Identifiers.
You can register and maintain your compliance settings by doing the following:
1 - Log into the portal and select your customer.
2 - Select My Details > Compliance Settings
3 - From the Compliance Data section, select the method for registering invoices with the Portuguese Tax Authority.
Taulia Platform (through integration with EDICOM) - you must provide your SAFT credentials.
My own method outside of Taulia - you must provide the Share Capital, Address of headquarters, Commercial registry office, and Registration number
4 - Select Submit to save your configuration. You can start creating your invoice submission by going to Invoices > Create Invoices.
5 - Based on your compliance settings, your invoice submission requirements are different:
Taulia Platform (through integration with EDICOM)
My own method outside of Taulia
6 - Select Submit Invoice. You can monitor the status of your invoice submission through the My Invoices section of the portal.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
You can manage your account users in the portal and provide different levels of access.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Information why your invoice is showing 'In Process'.