How to communicate the annual inventory to the AT

What is it for?

Taxpayers with stock communicate their inventory at the end of the fiscal year to the Tax and Customs Authority (AT). fiscaldoo prepares the inventory file from the company's stock, chooses the file version according to the valuation rules, and keeps the submission date and receipt reference on the form.

fiscaldoo does not send anything to the AT: the file is submitted on the Tax Portal (Portal das Finanças). The screen says so: “This only generates the file. Nothing is sent to the Tax Authority: upload it in Portal das Finanças > e-Fatura > Inventários > Enviar Ficheiro.”

When to use it?

• After the fiscal year is closed, for the inventory with reference date 31 December, before the Communication deadline shown on the form (31/01/2026 for the 2025 fiscal year). Pending validation by a certified accountant: the obligation to communicate the inventory, the deadline and the exemption for those without stock.
• To generate the file again if you corrected the stock after generating it: Generate again creates a new form (see the notes).
• It is not for the internal stock report: it is only the file for the Portal.

Where to find it?

• Accounting › Close › Month accounting › Close the month, and in the Supporting lists section the line Inventory for the Tax Authority. It is not in any menu of its own: it always opens from this dashboard.

Before you start

• The profile is Accountant (or Fiscal officer).
• The fiscal year is closed and the stock is up to date; the company's tax number (NIF) is filled in (it goes in the file name).
• A taxpayer with no stock also generates the file: it comes out empty, as in the example.

How to use it

1. In Supporting lists, open Inventory for the Tax Authority and click New. The Fiscal Year opens on the previous year (2025) and the Period start (01/01/2025), the Reference date (31/12/2025) and the Communication deadline (31/01/2026) are calculated automatically.
2. Click Generate file. The form becomes Generated and shows the File (Inventario_509999999_2025_1_02.xml), the SHA-256, the number of Products, the Total amount and the version: in the example, 1_02 - Not valued, chosen by the rule on the form (Valuation required, Rule applied) and recorded in the chatter. The demonstration has no stock: Products 0, Total amount €0.00 and No stock at the end of the period.
3. Submit the file on the Tax Portal, in e-Fatura › Inventários › Enviar Ficheiro (Upload File).
4. On the form, fill in Submitted in the Portal on (the submission date) and the Portal receipt reference, and click Register as submitted in the Portal. The form changes to Registered as submitted.

Expected result

• The form is Registered as submitted, with the date and the receipt reference.
• Generating the file creates no journal entries and communicates nothing to the AT.
• The form's chatter records who generated the file, when, the number of products, the total, the SHA-256 and the rule applied.

Important notes

• Only the submission date is mandatory to register. The receipt reference is optional on screen, but keep it: it is the proof of submission.
• Generate again does not replace the submitted file. It copies the form's parameters and creates another form with the new file; the previous one stays as it was, with its state and receipt (in the example, form 1, Registered as submitted, stayed and form 2, Generated, appeared without a submission). The button is still visible after registering as submitted. The risk is ending up with two forms for the same period: only use the new one if you corrected the stock, submit the new file on the Portal and register the submission on that form; always check which form was submitted.
• The file depends on the valuation. The file version (with or without valuation) is chosen by fiscaldoo. Pending validation by a certified accountant: the version and valuation required of the taxpayer; the example only covers the case with no stock.

Common problems

“Fill the date on which you submitted the file in the Portal das Finanças”

• Symptom: when you click Register as submitted in the Portal without the date, “Invalid Operation: Fill the date on which you submitted the file in the Portal das Finanças (and, if you have it, the receipt reference).”
• What to do: fill in Submitted in the Portal on and click again.