How to activate electronic notifications and remove your fiscal representative

Overview

In July 2022, the Portuguese Tax Authorities issued a new ruling that waived the obligation of maintaining a fiscal representative for non-residents under the following conditions:

1. The person is not a tax resident of an EU / EEA country.
2. The person does not have any tax obligations in Portugal.
3. The person has enabled electronic notifications on the Tax Office Portal (Portal das Finanças).

Since this is a new ruling, it has not been fully adopted by all tax offices in Portugal. As a result, many people have not been able to remove their fiscal representative despite satisfying the legal requirements. In these cases, your fiscal representative continues to be responsible for forwarding any notices from the tax office to you.

Who this is for

• You are waiting for your residence card to be issued
• Your plans have changed and you are no longer moving to Portugal

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Before getting started

Before proceeding with this guide, you need to confirm your email address on Portal das Finanças account. See our guide for more details - How to confirm your email address on Portal das Finanças

What you need

1. Your Portugal NIF document
2. Your passport biopage
3. Your foreign proof of address (the address should be outside of Portugal)
4. Your password to Portal das Finanças. When will I receive my password?

Step 1: Log in to Portal das Finanças

1. Go to https://www.portaldasfinancas.gov.pt/

2. Click on the Iniciar Sessão button at the top right corner of the page.

3. Click on the NIF tab

4. Enter your NIF number. Where can I find my NIF number?

5. Enter your password.

6. Click the Autenticar button.

Step 2: Navigate to your notification settings

1. Search for the keyword Gerir Canais using the search bar at the top of the page.

2. Find “Gerir Canais” and click Aceder.

Step 3: Activate electronic notifications

1. Under the section "Canais de Notificação", find the "Portal das Finanças" row and click the Ativar button.

2. Check the box then click the Ativar button to agree to the Terms and Conditions.

3. The status should change from "Inativo" (inactive) to "Pendente Ativação" (pending activation).

Your request will be approved based on the following schedule:

Step 4: Confirm activation

‍Repeat Steps 1 and 2 to log back in to the Portal based on the schedule above.

Once the status of your electronic notifications has been updated to "Ativo" (Active), take a screenshot of the page. See the example below.

Step 9: Download your updated NIF

1. Log in to Portal das Finanças.

2. Navigate to e-balcão (see Step 5).

3. Under Interações Registadas, find your message thread and click the Ver Pedido button. If successful the cancellation of fiscal representation was successful, your updated NIF document should be attached to their response.

4. Download your updated NIF document! 🎉
The Representate section of your new NIF document should be empty.

Cancellation of fiscal representation for Bordr customers

The following instructions only apply to Bordr customers.

If you have a copy of your updated NIF, upload this document on the Bordr app.

Otherwise, if you are still awaiting the activation of your electronic notifications, please send a screenshot to support@bordr.com confirming your pending request. Here's a sample of what we'll need, please make sure the screenshot shows your name and NIF number in the upper left corner (see image below).