How to track tax obligation deadlines

What is it for?

The Tax calendar lists, company by company, the returns and payments with a legal deadline (periodic VAT return (DP IVA), Personal Income Tax (IRS) withholdings, Social Security, Form 22 (Modelo 22), IES…), with the deadline, the days left and the state of each one. It helps make sure nobody misses a deadline and keeps proof that each obligation was fulfilled. The calendar files nothing with the AT or Social Security: filing is done on each one's portal, and here you mark that it was done.

When to use it?

• At the start of each week or month, to see what is due next.
• After you file a return or pay a tax, to mark it as done and attach the proof.
• When the What is there to do with the obligations? panel shows late obligations.
• Do not use the calendar as proof that the company has fulfilled everything: it only knows the obligations the company's configuration generates (see “Important notes”).

Where to find it?

• Accounting › Declare › Tax calendar (in the Tax Authority group): the full list.
• Accounting › Declare › What is there to do with the obligations?: the month's summary, with the boxes Pending obligations, Obligations in progress, Obligations done and Late obligations (one click opens the list for each).

Before you start

• Your profile is Accountant or Certified Accountant / Fiscal Manager. Management sees the calendar and the obligations, but does not have the Start or Mark as done buttons. The Billing profile does not have the calendar.
• Returns signed by the certified accountant (in the test, the DP IVA) can only be marked as done by the Certified Accountant / Fiscal Manager profile: the Accountant can start them, but does not have the Mark as done button.
• The obligations already exist: Odoo creates them from the Obligation types and the company's configuration. If the list is empty or a year is missing, click Generate the obligations (step 1).
• The example is Empresa Demonstração, Lda on 31/10/2026, with monthly VAT. At the start (screenshots for steps 1 to 3): 74 obligations in 2026, of which 21 not done. Among them is already the 3rd instalment of the Corporate Income Tax (IRC) payment on account, of December 2026, which the calendar creates on its own (see “Important notes”). At the end of the walkthrough, with the September DMR done (step 5) and the payments on account calculated in the 2026 Modelo 22 (How to calculate IRC payments on account): 76 obligations, of which 22 not done (21 − 1 + 2), counted on screen with the Not done filter. The calculation only adds the 1st and 2nd instalments, because the 3rd was already in the list.

How to use it

1. Open Accounting › Declare › Tax calendar. The list shows Type, Period, Due, Days to the deadline, Area (Taxation or Social (payroll)), Responsible profile, Responsible and State, in deadline order, starting in January. Generate the obligations creates the missing ones; when all are created, it answers “Tax calendar. Nothing to create: every obligation of the active companies is already there.”.
2. Open Filters and choose Not done. Only the obligations that are not done remain (21 in the example, before the September DMR is done; 22 at the end of the walkthrough), from the oldest to the most recent. Late ones appear in red, with “Overdue for 19 days” in State; the others say how many days are left (“In 10 days”). There are also the filters Due in 7 days, Due in 30 days, Past the deadline, My obligations, Taxation and Social (payroll).
3. Open the obligation. In the example, Periodic VAT return (DP IVA) — monthly, from 01/09/2026 to 30/09/2026, with Due 20/11/2026, Legal reference “CIVA art. 41.º n.º 1 a) e b) (redação do DL 49/2025, em vigor desde 01/07/2025)” and 20 Days to the deadline. When the legal day falls on a weekend, a blue banner explains the change, for example “The legal day (10/10/2026) is a Saturday, so the deadline passes to the first working day after it, 12/10/2026 (CPPT art. 20.º n.º 1).”.
4. When you start preparing the return, click Start: the state changes from Pending to In progress. Open the report takes you to the Odoo screen where it is prepared (for the September DP IVA, it opened VAT returns (DP IVA); see How to prepare the periodic VAT return); Add a task creates a task linked to the obligation.
5. After filing on the portal, click Mark as done (for the DP IVA, with the Certified Accountant / Fiscal Manager profile). The state becomes Done, with Done on and Done by; if the deadline had already passed, Done after the deadline is ticked.
6. Under PROOF, click Choose a file in Proof (PDF) and choose the PDF you downloaded from the portal; for a tax to pay, also attach the Payment slip (PDF). Odoo stores the file with the date, who attached it and the SHA-256.

Expected result

• The obligation becomes Done, leaves the Not done filter and counts in Obligations done on the month's panel (“Cumpridas este mês”). In the example, the September 2026 DMR, done on 31/10/2026 with the deadline on 12/10/2026, has Done after the deadline ticked.
• Until there is proof, the form shows “This obligation is done but the proof is missing. Download the PDF from the Portal yourself and attach it below; this calendar never connects to the Portal.”, the person responsible receives the activity “Attach the proof of …” and the obligation appears in the Done without proof filter.
• If you made a mistake, Reopen puts the obligation back to not done (in the test, the DMR went back to Late). After you attach the Proof (PDF), the proof banner disappears and the form shows the Proof SHA-256, Proof attached on and Proof attached by.

Important notes

• What the calendar does not see. It only has the obligations the company's configuration generates. In a company without a VAT periodicity (tested on 31/10/2026 in the second company of the database, which has no activity) there are only Modelo 22, the IRC payment, the 2026 IES and the 3rd instalment of the IRC payment on account: no DP IVA, no withholdings, no accounting SAF-T. The calendar creates on its own the IRC payment on account instalment that is not yet due, without waiting for Modelo 22: on 31/10/2026, the 3rd, due on 15/12/2026. It also creates it in a company that may not owe it: the two test companies in the database have no Modelo 22 for any previous year and have the 3rd instalment in the list. The first year of activity, for example, has no payments on account. Only the calculation in Modelo 22 says whether the instalment is due and how much it is (How to calculate IRC payments on account). Before paying or marking as done an instalment that Modelo 22 did not calculate, confirm with your certified accountant whether the company owes it. Confirm with your certified accountant the list of obligations for each company. Pending validation by a certified accountant: filing obligations and deadlines for each company; when a company owes IRC payments on account (Corporate Income Tax Code (CIRC), art. 105).
• Marking is not filing. Mark as done communicates nothing; Open the Tax Portal only opens the portal in the browser. Mark it once you have the proof of filing.
• Reminders before the deadline. The person responsible receives an internal activity a few days before the deadline (the number of days comes from the Obligation type); they only receive it by e-mail if they chose “By e-mail” in their notification preferences.
• The “Responsible profile” does not limit who marks. In the test, the Accountant profile marked as done a DMR with Responsible profile “Salary processor”. Agree within the team who marks what.

Common problems

The list starts in January and I cannot see what is due now

• Cause: the list opens without a filter, in deadline order, with the obligations already filed first.
• What to do: in Filters, choose Not done or Due in 30 days.

An obligation the company has is missing

• Cause: the company's configuration does not generate it (for example, without a VAT periodicity there is no DP IVA) or the year has not been generated yet.
• What to do: click Generate the obligations. If it answers “Nothing to create”, ask the Fiscal officer to check the company's configuration and the Obligation types.

The obligation is done but still asks for the proof

• Cause: it was marked without the PDF.
• What to do: attach the Proof (PDF) in the PROOF section (step 6). The activity “Attach the proof of …” is then marked as done.