Series Communication
The communication of document series is a legal requirement that comes into force on 01/01/2023. In this sense, you can only issue documents in series communicated to the Portuguese Tax Authority (AT) and, therefore, you must communicate them to continue invoicing.
The introduction of ATCUD in documents and the mandatory communication of document series are legal measures that come into effect in 2023 with the aim of: According to Ordinance no. 195/2020, o August 13, ATCUD must be included in all invoices and other tax relevant documents. Regarding the series communication, you can only issue documents in series communicated to the Portuguese Tax Authority (AT). Series communication has the goal of standardize the unique document identification based on a coding returned by the AT. This unique code is called ATCUD. Thus, the ATCUD is the Unique Document Code and is the concatenation of the following elements, separated by a hyphen (-): ATCUD is already printed on documents issued on the Invoicing Engine. The following questions are intended to clarify all questions about ATCUD and series communication: Each issuer must communicate, for each type of document and means of processing, the series they want to use to obtain a validation code with which the respective ATCUD will be composed. For example, if you communicate a series for use in the Invoicing Engine to issue Simplified Invoices you will receive a validation code. If you want to use a series for issuing Credit Notes, you must communicate this series for this document type, which will have a separate validation code assigned. Ordinance no. 28/2019 determines that the unique document code (ATCUD) must be included in invoices and other tax relevant documents. It also defines that transport documents, receipts and any other documents issued are tax relevant documents, regardless of their designation, which are susceptible to presentation to the customer and which allow to check goods or the provision of services, in which order notes are included. Thus, no type of document is excluded, and all document series must be communicated by type of tax relevant document being used. No. The validation code to assign to the series is specific for each set composed of the series identifier and the document type. For example, if you use the series identifier "ABCD" on Invoices and Credit Notes, you must request two separate validation codes to always generate separate unique document codes (ATCUD). No. The communication of a series identifier by document type can only be done once. Thus, a series and its validation code can be used more than one year, as long as its sequential numbering is maintained throughout its use. No. The communication of a series ending is not an obligation. It is a feature made available to assist in the visualization and management of the series used and the finalized ones, as well as to increase the usability when presenting the information on the Portal das Finanças. It is also an additional security control in case of misuse, including by third parties, of a series validation code that is no longer in use. An unique document code (ATCUD) shall appear on invoices and other tax relevant documents when the document is issued by the Invoicing Engine or other electronic means, such as cash registers, electronic terminals or electronic scales. In pre-printed documents in an authorized printer, it must be printed by the authorized printer. No. As of 01/01/2023, all tax relevant documents must be issued in a series communicated to the AT. The Invoicing Engine will validate if the series has been communicated and, if not, will prevent the creation/issue of tax relevant documents. Yes, you can cancel the communication of the series from the Invoicing Engine. Please note that this procedure is irreversible, must occur within two days after the communication, and the series cannot have any documents issued. If you have documents issued, you must communicate the series as finished. The AT does not foresee the use of a series in several types of documents nor series with the same designation. Therefore, when communicating a series, the type of document used is also communicated, which implies an automatic change of the series nomenclature. For example, when creating and communicating the series 2023, Jasmin will automatically change the designation in the document type, i.e., the series 2023 associated with a document type: These designations are examples only. You do not need to create the "FR2023", "ND2023" or "GR2023" series. You will only need to create one series, for example the "2023" series. Jasmin will automatically change the nomenclature and communicate it to comply with the AT series communication rules. This change has no impact on the use of the series, it only changes the nomenclature in the documents and printing. It is possible to automatically communicate the series to make this process fast and efficient. For this, the Communicate Series operation is available, which allows you to select the desired series and communicate them all at once to the AT. However, it is also possible to communicate series manually, i.e., obtain the series validation code from the AT and enter it into the application. To communicate series, follow these steps: You will be notified of the success of this operation, but you can check the status of the communication at any time under Taxes | Communication Requests. If you want to communicate series manually, you must obtain the code from the AT and insert it in the type of document you want. To insert the validation code of the series, for example, in the Simplified Invoice document type, follow these steps: The Portuguese Tax Authority allows, in certain situations, to communicate the ending or cancellation of a series when you stop using it or have communicated it by mistake, respectively. However, there are criteria that you must take into consideration when using these types of communications: Finish Series When you stop using a series, you can communicate it to the AT as finished. However, if the series in question has no documents issued, you cannot communicate it as finished. You must communicate it as cancelled. This feature is not mandatory, it is just an additional security control in case of misuse, including by third-parties, of a series validation code that is no longer in use. Cancel Series If you created a series by mistake and mistakenly communicatec it to the AT, you can cancel it. However, you can only do so if: To finish or cancel series, follow these steps: Note: If all series have documents issued, when you select the Cancel option no data will be shown in the grid.Legal Framework
1. How does the communication of document series take place?
2. Which documents should have the unique code?
3. Can I use one validation code per series identifier for the different document types?
4. For commercial reasons, I use multi-year series. Do I have to communicate them every year?
5. Am I required to communicate the ending of a series?
6. At what point should ATCUD be inserted on the documents?
7. As of January 2023, can I create documents in series that are not communicated?
8. I created a series and communicated it, but I noticed that it was created improperly. Can I cancel the communication of that series?
Series Nomenclature
Communicate Series
Communicate Series Automatically
Communicate Series Manually
Cancel or Finish Series