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Navigating the Portugal Finance Portal

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Posts: 1988
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(@jonesdn2020)
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In this post I will try to consolidate the resources I have used on this site. I always have trouble finding a post that details steps I need at a future time. Link to the portal https://www.portaldasfinancas.gov.pt/at/html/index.html

1. Obtain access to the Portal is your first step. We had a fiscal rep and they provided our password after we registered on the site. Some fiscal reps will register you and then give you the password.

How to request access? This was provided to us by our FR. It was necessary and we missed this step for 6 months until Gilda from Ei! mentioned it in May 2021 on an EP YT video.

"If necessary, you can request the password to access the Finance Portal.

www.portaldasfinancas.gov.pt at REGISTER by entering your taxpayer number (TIN), email (optional), telephone (optional), tax address (it is in your TIN document on the first page in the REPRESENTANTE field), choosing a question and an answer. The average time for receipt of the password is 5 working days. As soon as we receive it, we will send it scanned in your email.

All matters and changes related to your TIN must be requested directly on the Finance Portal through E-Balcão."

How to change your password:  https://support.bordr.io/article/290-how-to-change-your-password-on-portal-das-financas

Now that we have access and know how to update our passwords, I will keep posting the resources I have found and used on this post.  Here are a few members off the top of my head that have helped me: @blaze451, @Antonio_F, @old-bloke, @x-camone, @sonia

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Posts: 1988
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Topic starter
(@jonesdn2020)
Member
Joined: 2 years ago

Once we gained access to the portal our first course of action was to print out our registered lease for our SEF appointment. We also wanted to make sure our landlord was submitting receipts to the portal. 

This thread resolved where to find the rent receipts: finance-portal-rent-receipts

@blaze451 provided the link to find them here: https://imoveis.portaldasfinancas.gov.pt/arrendamento/consultarRecibos/locatario?

To print out the registered lease we tackled it in this thread: https://expatsportugal.com/community/new-members/about-the-rental-receipt/

@blaze451 posted:

here's the webpage to see if the contract is registered with finacas-

https://imoveis.portaldasfinancas.gov.pt/arrendamento/consultarContratos/locatario?

here's the webpage to see if your payments are being logged- 

https://imoveis.portaldasfinancas.gov.pt/arrendamento/consultarRecibos/locatario?

 

I posted:

@blaze451 I was already logged in and clicked this link you provided:  https://imoveis.portaldasfinancas.gov.pt/arrendamento/consultarContratos/locatario?

It took me to our contract and at the bottom I see this:

 

1660992846-getproof.png
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I clicked the Get Proof button and printed out the registered lease.
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Posts: 1988
VIP Member
Topic starter
(@jonesdn2020)
Member
Joined: 2 years ago

I should have started with this statement: This is a resource post and not a discussion. I don't intend to let this post sprawl like the posts I have to find and extract data from. I will take the lead from @misticjeff and the D7 spreadsheet post. If you want to discuss something create your own post and put a link to this post and tag me.

I will report to the EP moderators any posts that sidetrack this post and have them removed or moved to their own post. 

Happy New Year!

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Posts: 1988
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Topic starter
(@jonesdn2020)
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Joined: 2 years ago

We noticed in August that our landlord was no longer uploading rent receipts. We reached out to our landlord and we were asked to provide payment receipts. We sent our wire transfer printouts. 

In that time, we ran into the Contact Info page on the portal. We had assumed that since it had our info it was setup. We tackled this issue on this thread: finance-portal-contact-details-question

@blaze451 took the lead on clicking the button and posted:"I have just added my details and it initially showed unreliable and a button to confirm.it then sent me an email and text each with a code that i had to enter to confirm my details and it now shows as reliable."

We then did the same. That same afternoon our landlord replied to our email with the rent receipts. We were getting notifications from the portal that they were uploaded prior to the email from the landlord. This was the first time we received rent payment confirmations from the portal.  

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Posts: 1988
VIP Member
Topic starter
(@jonesdn2020)
Member
Joined: 2 years ago

We next moved on to registering our PT address on our NIF and remove our Fiscal Rep. We had our residence permits to upload and waited until our FR was due to be renewed and prior to our 60-day time limit approached. 

This was resolved in this post: how-to-update-nif-address-and-apply-nhr-status-after-getting-the-residence-permit

We followed the instructions here: https://blog.bordr.io/how-to-update-your-address-on-the-financas-website/

We also received in the mail a paper copy of our NIF within a week.

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