How to send the pay return to Social Security

What is it for?

Under the new model of return to Social Security, Social Security works out each employee's amount every month from the pay already declared, and the company accepts those amounts or confirms its own. fiscaldoo prepares one confirmation per employee with the amount the company declares, stores the amount Social Security worked out and the difference, and records the decision.

fiscaldoo does not send anything to Social Security and does not read anything from it. The amounts worked out are shown on Segurança Social Direta, the decision is made there, and fiscaldoo keeps the record of what was decided.

When to use it?

• Every month, after processing and validating the payroll and before the Deadline to confirm.
• Especially when an employee's pay has changed from the previous month: the confirmation warns you and asks for a decision.

This article covers a company already on the new model, like the demo company. Under the old model, the same window prepares one return per contribution rate and establishment; that path was not seen on screen, because joining the new model is final and the demo company cannot go back to the old one. Pending on-screen validation: old-model return.

Where to find it?

Payroll › Declare › Monthly declaration to the Social Security › choose the month › Prepare the month

The confirmations of all months are in Payroll › What is there to do this month? screen › Supporting lists › Social Security confirmations.

Before you start

• Your profile is Payroll Processor or Payroll Administrator. Both prepare and decide the confirmations.
• The month's payslips are Validated.
• You have access to the company's Segurança Social Direta, to see the amounts Social Security worked out.

How to use it

1. Open Payroll › Declare › Monthly declaration to the Social Security. The window with the same name opens.
2. Check the Year and enter the Month as a number (10 for October; it is pre-filled with the month before the current one). The Declaration model of the month fills in by itself: New model: confirm the values of the Social Security.
3. Click Prepare the month. The Social Security confirmations list opens, with one line per employee: Reference month, Worker, Special regime, Amount we declare, Amount worked out by the Social Security, Difference, Change in the permanent remuneration, Crossed the base limit, Needs confirmation, Deadline to confirm and State (To decide). The Special regime, Change in the permanent remuneration, Crossed the base limit and Needs confirmation columns are empty when they do not apply (empty means “no”); in the example they are empty for the 8 employees.
4. Open an employee's line. The confirmation shows the Amount we declare, the Amount of the previous month and the Deadline to confirm (20/11/2026 for October 2026). If the pay changed, it shows “The remuneration changed since the previous month: the change has to be communicated and the values confirmed until the deadline.”
5. Compare the Amount we declare with the Social Security base on the same employee's payslip (on the payslip, Social security and income tax tab).
6. On Segurança Social Direta, see the amount Social Security worked out for that employee. In fiscaldoo, tick Amount of the Social Security typed and enter that amount in Amount worked out by the Social Security. The Difference is calculated by itself and the Accept the values of the Social Security button appears.
7. Decide as you decided on Segurança Social Direta: click Accept the values of the Social Security if its amount is right, or Confirm our values if the company's is right. In Note, you can write why.
8. Repeat steps 4 to 7 for each employee.

Example. In October 2026, Ana Margarida Pinto has €2,400.00 of base pay and €129.15 of meal allowance. The payslip has €2,400.00 of Social Security base: the meal allowance was left out. The confirmation shows the same amount, €2,400.00, in Amount we declare, and €2,400.00 in Amount of the previous month. With the amount worked out by Social Security of €2,400.00, the Difference is €0.00 and the decision is Accept the values of the Social Security.

When the Social Security amount is different. Bruno Miguel Teixeira has €1,650.00 in Amount we declare. If Segurança Social Direta shows €1,800.00, enter €1,800.00 in Amount worked out by the Social Security: the Difference becomes −€150.00. If the company's amount is right, write why in Note and click Confirm our values: the confirmation closes as Our values confirmed, with the date of the decision. If Social Security is right, Accept the values of the Social Security closes it as Values of the Social Security accepted. Pending validation by a certified accountant: what to do with a difference (accept or confirm the company's amounts) and how to correct what the company declared.

Expected result

• The confirmation is in the Values of the Social Security accepted or Our values confirmed state, with the amount worked out, the difference and the note, and shows “This record is already closed (validated, approved, paid or sent), so it can no longer be changed.”
• In the Social Security confirmations list, no line of the month is left To decide.

Important notes

• Deadline. The confirmation shows the Deadline to confirm: the 20th of the following month. If the company does not confirm by then, the amounts worked out by Social Security apply. Paying the contributions is another obligation, with its own deadline, which the month's screen shows in Deadlines of the month. Pending validation by a certified accountant: confirmation and payment deadlines and the effect of silence under the new model (Decree-Law no. 127/2025).
• A decision cannot be undone. After accepting or confirming, the line closes. Check the amount before clicking the button.
• After the deadline, silence decides. A confirmation still To decide after the Deadline to confirm shows “The deadline has passed: without a confirmation the silence counts as acceptance of the values of the Social Security (art. 40.º/8 and 9).” The decision recorded in fiscaldoo should then be the same one Social Security has already applied.

Common problems

“Nothing to confirm” when preparing the month

• Symptom: “Invalid Operation. Nothing to confirm in 11/2026. What happened: there are no validated payslips for the month. How to fix it: validate the payslips of the month and try again.”
• Cause: the month entered in Month has no validated payslips yet (for example, the current month before processing).
• What to do: check the month. If it is the right one, process and validate the payroll and prepare again.

The Accept the values of the Social Security button does not appear

• Symptom: the confirmation only shows Confirm our values.
• Cause: Amount of the Social Security typed is not ticked.
• What to do: tick it and enter the amount worked out (step 6).

Accepting is refused without the amount worked out

• Symptom: “Invalid Operation. There is no amount of the Social Security to accept. What happened: the amount worked out by the Social Security for 2026-10 / Ana Margarida Pinto was not typed, or it is 0,00 or negative. How to fix it: type it from the platform of the Social Security, or confirm your own values.”
• Cause: you ticked Amount of the Social Security typed but did not enter the amount in Amount worked out by the Social Security.
• What to do: click Close, enter the amount Segurança Social Direta shows and accept again; if the company's amount is right, use Confirm our values.