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Discover the Finance Portal: see how it works, main services and how to use it

The Finance Portal is a website that belongs to the Portuguese Tax and Customs Authority. Therefore, it is possible to find financial and tax information and services there. Find out everything about him here!

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What is the Finance Portal?

logo Portal das Finanças em fundo branco
Find out everything about the portal. Source: Finance Portal.

The Finance Portal is the website that the Tax and Customs Authority, the Portuguese tax authorities, makes available to the population to facilitate access to important services and data.

There, then, it is possible to deal with issues relating to your assets and also taxes. The portal's operation is simple and intuitive.

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How to get your NISS easily?

See the step-by-step guide on how to obtain the NISS in Portugal. After all, the NISS is mandatory and our guide teaches you how to obtain it simply and quickly.

In fact, this website has services and information for citizens residing in Portugal and for companies operating on Portuguese soil.

With online service and data availability, you avoid queues for in-person service. So, find out below the main services and see how to use some of them.

Discover the main services of the Finance Portal for the population

See some of these services and then check out how to use them. So, have access to everything you need without leaving home and ensure compliance with tax and tax obligations!

Obtaining the latest Income Tax declaration

Anyone who needs access to the latest income tax declaration (IRS) can use the Finance Portal. This is important, for example, when asking for credit in the market.

This way, obtaining the receipt is very simple. Just access the portal and then access the “Citizens” part. Enter your details and click on “Services” > “IRS” > “Get proof”.

This way, it becomes possible to download the receipt in a few minutes and, thus, have proof of income at hand!

Start or modify activity

Anyone who works or wants to work independently can use the Finance Portal. This is important for income recording and tax collection purposes.

Just access the portal and then click on “Services” > “Start of Activity”, for those who want to declare it. On the other hand, it is also possible to change the activity or end it in the same location.

Patrimony

You can also use the Finance Portal to consult your property assets and also to check the tax asset value corresponding to your property.

Single Circulation Tax

Anyone who has a vehicle in Portugal must pay tax on it annually. It is the IUC, the Single Circulation Tax, and remains in effect as long as the car is in circulation.

To issue the IUC payment slip, you can use the Finance Portal. It's quick and easy, in addition to avoiding having to go to a face-to-face service unit.

To obtain the payment reference, access the portal and then click on “Services” > “IUC” > “Deliver current year”.

Fill in the details about your vehicle (category, etc.) and then follow the on-screen instructions. Finally, to issue the document for payment, click “Issue” > “Issue for payment”.

Property tax

Another tax that you can obtain information about within the Finance Portal is that for real estate, more specifically the Municipal Property Tax.

In this case, the portal is used to check the amounts that will be charged. Likewise, for exemption requests, as well as for updating data.

Value Added Tax

This is a service aimed at companies operating in Portugal and which must pay VAT, Value Added Tax.

In this case, the services available are declaration and refund requests. The first must be done monthly or quarterly.

To make the declaration, you must click on “Business” > “Companies” > “Services” > “VAT” > “Periodic VAT Declaration” > “Submit Declaration”.

Registration Data on the Finance Portal

Your personal data may also be changed before the Portuguese Tax and Customs Authority.

For example, you can update your address if you change residence. Likewise, you can change your IBAN and even information about your family constitution.

This way, you keep everything up to date and avoid problems due to data inconsistency.

Electronic diary

Another of the services that is available to the population on the Finance Portal is the electronic diary. However, with it you can receive alerts about payments and declarations.

In other words, it avoids missing deadlines, as well as ensuring compliance with obligations and avoiding fines and other types of sanctions that may occur.

Lease contracts

Furthermore, anyone who owns a property and is renting it can also use the Finance Portal to inform the Customs Tax Authority through it.

In this case, the lease contract is registered. This way, it becomes possible to generate income receipts for the operation.

In-person service scheduling

In some cases you will need face-to-face assistance and will not be able to use the Finance Portal to resolve your situation. This is the case, for example, of matters relating to IRS divergences, as well as the NIF.

However, in these cases you must use the portal to schedule your appointment at one of the Tax and Customs Authority offices.

This speeds up service, as well as avoiding queues and unnecessary waste of time.

Other services available on the Finance Portal for the population

Finally, citizens can still use the portal to access the following services and information:

  • Notifications and citations;
  • Tax payments and refunds;
  • Green invoices and receipts;
  • Financial movements.

On the other hand, companies can use the website to:

  • e-Invoice;
  • Payments and refunds;
  • Monthly remuneration statement;
  • Notifications and citations, etc. 

How to use the Finance Portal?

imagem com uma mulher com um computador acessando o site do Portal das Finanças
Learn more about the Portuguese Finance Portal. Source: Pexels

This is very simple, as the website is very intuitive and the instructions are very clear. So, don't worry, you will definitely find what you are looking for.

Login to the portal is done using your tax identification number and password. To do this, you can register quickly and online by clicking on “Register”.

Therefore, simply provide the required data, such as address and number of documents. Finally, in a few days you receive your password in the mail.

And, if you want to learn about other Portuguese government services, also understand about Auxílio Filho. This is a benefit guaranteed to workers to avoid salary losses due to illness.

So, access the link below to find out everything about it and understand how to request it!

Logotipo Governo de Portugal, através do qual é possível solicitar Auxílio Filho

Discover Auxílio Filho: guarantee assistance in delicate moments!

Auxílio Filho is a social security benefit aimed at Portuguese workers. After all, it avoids lost wages due to absence from work due to illness. Find out more and see how to request it!

About the author  /  Aline Augusto

My name is Aline Mesquita, I'm a writer here on the blog, where I write about finance in general, as well as other topics. I have been working with content creation for 10 years, with a postgraduate degree in Project Management, with expertise in SEO practices, in addition to studying finance, market trends and cryptocurrencies.

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