Tax Authority (Finanças)Automatic collection

e-Fatura Invoicing Summary (Resumo de Faturação e-Fatura)

Record of the monthly invoicing totals viewed on e-Fatura, including an image of the page consulted. It is not a document issued by the AT.

What it is for

See how reported invoicing is spread across the months and compare periods.
Check the totals against invoices and accounts and spot differences that need clarifying.
Keep proof of what e-Fatura showed on the date it was consulted.

Example (fictitious). In one of the months, Marta's total seems lower than she expected. Before assuming she invoiced less, she checks whether all the invoices were actually reported.

What it is

It is a record, created by Titus Docs, of the monthly invoicing totals viewed on e-Fatura from the issuer's perspective. It includes an image of the official page that was consulted. It is not an AT income statement, a certificate or an individual invoice.

How we collect it

We need the holder's NIF and Tax Portal (Portal das Finanças) password. We consult the invoicing summary on e-Fatura and generate the record as a PDF with an image of the page consulted.

Period: current year and previous year.

Access required: Tax Portal (Portal das Finanças). Credentials are encrypted only during the collection and deleted at the end.

Things to note

The totals depend on the invoices reported, the status of each one and the period selected. Invoicing is not the same as being paid, making a profit or earning net income, and missing data does not prove that there was no activity. Do not present it as an AT certificate or statement.

Frequently asked questions

Does the summary replace the IRS return or the invoices?

No. It is an aggregated view of reported invoicing; the IRS return and each invoice serve their own purposes.

Is it an official AT income PDF?

No. It is our own record with an image of the page consulted, and it should not be presented as an AT income statement or certificate.