What's new: VAT and returns

A real log of what was built and shipped in VAT and returns, most recent first: never a roadmap promise.

October 2026

Oct 20, 2026

Periodic VAT return (DP IVA) in the official AT format (dpiva-06), with the Autonomous Regions annexes and the adjustments for boxes 40 and 41, validated before download

Oct 20, 2026

The VAT data version now updates on already installed databases

Oct 19, 2026

Replacement return with both legal deadlines, exempt credit notes in the right period and cash-basis VAT without double counting

Oct 19, 2026

Periodic VAT return with revised box names (official and display) and box 106 summed as each form's instructions require

Oct 19, 2026

Periodic VAT return: services from non-EU suppliers in the right boxes (base 1/5/3 and 98, VAT 2/6/4, deduction in 24); box names in European Portuguese and July 2027 form boxes only from that period

Oct 19, 2026

Cash-basis VAT: reverse charge, intra-EU and imports follow the general rules; distance sales with the €10,000 threshold counted only on the right transactions; EU one-stop shop with energy from 2027 and corrections limited to 3 years; travel agencies with excess costs carried forward indefinitely

Oct 19, 2026

A manually written line on a VAT account cannot carry tax; shortcuts from the delivery note to the invoice and from the statement line to the reconciled document; the result simulation shows euros

Oct 19, 2026

Cash-basis VAT enrollment warns instead of blocking when conditions are not met (the AT is the one that validates)

Oct 19, 2026

Replacement return with interest, deadline and expiry warnings, cascading warning for box 61 and version history; boxes 103 and 104 with their markers; each tax calendar obligation states whether it moves to the next business day and accepts extensions by order

Oct 19, 2026

Recapitulative statement with the correct €50,000 limit and validation against the periodic return; purchase nature with reverse charge proposed by the product; expenses without the company NIF no longer lose the deduction; vehicle fuel and electricity with the legal percentages; item 2.42 with both adjustment paths

Oct 19, 2026

All credit and debit notes that change the amount or VAT carry the art. 78 reason and go to boxes 40/41 (intra-EU ones are corrected by replacing the return for the invoice period); the POS fills in the reason automatically on returns and documents imported from other software do not ask for it

Oct 18, 2026

Cash-basis VAT: turnover no longer blocks enrollment and, in the 12th month, VAT becomes due per entry; pro rata with automatic proposal; proof of export with aging; settlement with the VAT period

Oct 18, 2026

The button to fix the return label appears; VAT settlements and discrepancies with the AT have searchable lists

Oct 18, 2026

Invoicing can now post margin scheme invoices (second-hand goods), and that scheme's credit notes go to boxes 40/41 of the return

Oct 18, 2026

The VAT Report and the DP IVA Support open faster (under 3 seconds with large data) and a first-time DP IVA calculation goes from 24 to 7 seconds, with the same values

Oct 18, 2026

DP IVA creates the year's periods automatically (12 monthly or 4 quarterly); changing Table 03 or 05 with a justification records who and when, and in the AT reconciliation an unmatched box appears as “not mapped” instead of “different”

Oct 18, 2026

The VAT rounding method is stored on each series: changing the company method applies to new series, without touching documents already issued

Oct 17, 2026

A service purchased from a supplier outside the European Union proposes VAT reverse charge (output and deductible)

Oct 17, 2026

Configurable checks before submitting any return (enable, disable, warn or block): those for DP IVA and now also for Form 10

Oct 17, 2026

The VAT Report sums reverse charge by rate and matches the periodic return; exported VAT files have dates in dd/mm/yyyy and never contain error text

Oct 17, 2026

The VAT Report and the DP IVA Support open faster (about 1.5 s on the large dataset)

Oct 17, 2026

New Portuguese companies round VAT line by line; those set to “by total” get a warning and the way to change it (accountant's answer)

Oct 17, 2026

Credit and debit notes with an art. 78 reason always go to boxes 40/41 of the periodic return, including those within the same period (accountant's answer)

Oct 17, 2026

Tax deadlines falling on a Saturday, Sunday or public holiday move to the next business day (DP IVA, VAT payment, invoice reporting, withholdings), and the calendar says why (accountant's answer)

Oct 17, 2026

DP IVA explains adjustments and the “Settle VAT” button; reports show “€” in amount columns

Oct 17, 2026

The periodic VAT return opens on the period due and shows output VAT, deductible VAT, credit from the previous period and result, with the same numbers on the dashboard and in “Period VAT”

Oct 16, 2026

Faster periodic VAT return in companies with high activity

Oct 16, 2026

Periodic VAT return opens faster in companies with high activity

Oct 16, 2026

EU VAT: OSS scheme with per-country rates, quarterly OSS return and monthly IOSS for imports up to €150

Oct 16, 2026

VAT under margin schemes (second-hand goods, art, travel agencies) and confirmation that there is no VAT group in Portugal

Oct 16, 2026

Faster VAT Report and return support

Oct 16, 2026

Withholding tax with rates by income category and by year

Oct 16, 2026

Training documents are excluded from the VAT return, VAT reports and the recapitulative statement, by the same criterion as SAF-T

Oct 16, 2026

Cash-basis VAT: tax goes to the period in which it is received, also in the computed return

Oct 15, 2026

Periodic VAT return with selectable states (reviewed, submitted, paid) and payment in installments

Oct 15, 2026

Expenses: the expense account comes from the Odoo product category

Oct 15, 2026

Customer manual on VAT (rates, regions, exemptions, reverse charge, cash-basis VAT)

Oct 15, 2026

The new 2027 periodic VAT return is already prepared (new boxes and tables from July 1, 2027)

Oct 15, 2026

Cash-basis VAT: VAT counts on the date the receipt of payment is confirmed, with proportional partial receipts

Oct 15, 2026

Tax deadline reminders by activity and email, with a summary of obligations on the dashboard

Oct 15, 2026

The periodic VAT return support screen opens faster, also with the comparison to the previous year

Oct 15, 2026

Return types prepared for Portugal: monthly or quarterly periodic VAT return depending on the regime, and recapitulative statement

Oct 14, 2026

Faster monthly periodic VAT return: the reported amount of closed months is stored and the return opens in about 1 second

Oct 14, 2026

OSS extended to electricity, gas and heating from 2027 and a warning when sales exceed the €10,000 threshold

Oct 14, 2026

Taxes appear in Portuguese on invoices and receipts (“IVA 23%”, “IVA 6%”, “IVA 0%”), also in already installed companies

Oct 14, 2026

Margin scheme for second-hand goods: the invoice calculates VAT only on the margin and cancellation or credit note reverses it correctly

Oct 14, 2026

Item 2.42 adjustment (housing, 23% → 6%) with reference to the original periods and a dedicated box in the return annexes

Oct 14, 2026

EU distance sales (OSS): company enrollment, per-country rates, automatic rate creation, quarterly return with Excel and corrections in the following quarter

Oct 14, 2026

VAT settlement and closing by period, pro rata, refund requests and return simulation before submitting

Oct 14, 2026

Tax calendar with a report linked to each obligation and a “Tax obligations” shortcut

Oct 14, 2026

Periodic VAT return computed in the report engine, with boxes 95/96, the excess carried forward between periods, Annex R and per-document detail

Oct 14, 2026

VAT groups, e-Taxfree and margin scheme boxes in the return from 2027, and reconciliation with the amounts pre-filled by the AT

Oct 14, 2026

Cash-basis VAT on the invoice and per series, regimes per journal, VAT account resolved automatically and correction of the return box on a confirmed entry

Oct 14, 2026

Return deadline moves to the next business day on public holidays; Form 30, Form 39 and IRC withholdings

Oct 14, 2026

Faster periodic VAT return support screen: 771 database queries instead of 4,218, with the same values

Oct 14, 2026

VAT checked against manually calculated reference values (rates by region, exemptions, reverse charge) and export of the support sheet identical to the screen

Oct 13, 2026

Recapitulative Statement: automatic obligation and frequency, lines per acquirer and file in the AT format; submission simulated only

Oct 13, 2026

VAT: the rate is suggested from the nature of the good or service, with warnings when the law requires

Oct 13, 2026

VAT: open the detail of boxes 61, 95 and 96 of the return, including those not coming from accounting

Oct 13, 2026

VAT: a replacement or late return creates a new version of the period, without deleting the previous one, and warns of the impact

Oct 13, 2026

VAT: the periodic return now includes VAT due as acquirer on purchases from the EU and third countries

Oct 13, 2026

VAT: eco-taxes and other fixed-amount taxes are included in the invoice, SAF-T and the tax base

Oct 13, 2026

VAT: closing the period as a dated action that locks entries with VAT, and authorized reopening with logging

Oct 13, 2026

VAT: imports with VAT self-assessed on the return itself, with a per-company option

Oct 13, 2026

VAT: list of entries supporting each box of the return, to print or export to Excel

Oct 13, 2026

VAT: summary report by market, rate and product type, with drill-down

Oct 13, 2026

VAT: shows the estimated amount and the return filing deadline, with warnings as it approaches

Oct 13, 2026

VAT: new return tables (annex 06-B, 06-C, 06-D) with breakdown by rate and by operation type, for 2027

Oct 13, 2026

VAT: intra-EU transactions are classified automatically when the document is posted

Oct 13, 2026

VAT: adjustments in favor of the State or the taxable person with reason and attachments, reflected in the return

Oct 13, 2026

VAT: checks before filing the return, such as tax equal to base times rate and unposted transactions

Oct 13, 2026

Inventory: only valuation methods accepted by law are allowed, with an alert if changed mid-year

Oct 10, 2026

Down payments: VAT due on the payment date and adjustment with the final invoice

Oct 10, 2026

VAT period settlement wizard in Community

Oct 10, 2026

Annual reconciliation of withholdings against paid payment slips, with discrepancy alert

Oct 10, 2026

Periodic VAT return (DP IVA) with statuses, deadlines, checks, and balance carryforward in Community

Oct 10, 2026

Periodic VAT return (DP IVA): reverse charge by type of goods (gold, real estate, scrap, construction, etc.)

Oct 10, 2026

Periodic VAT return (DP IVA): identification, period, and certified accountant sections, with automatic indicators

Oct 10, 2026

Withholding tax exemption with annual accumulation per holder and configurable threshold

Oct 10, 2026

Export of the annual stock inventory to AT

Oct 10, 2026

Exempt exports and intra-community supplies with their own exemption reason

Oct 10, 2026

Reverse charge: “VAT – self-assessment” mention, invoice validation, and automatic application on purchases

Oct 10, 2026

Form 10: annual amounts per beneficiary and income code

Oct 10, 2026

Cash VAT scheme per company, with VAT due on receipt

Oct 10, 2026

Valuation rule for the reported inventory and perpetual inventory

Oct 10, 2026

VAT adjustments with a closed-list reason, deadlines, and correct placement on the return

Oct 10, 2026

Withholding map with drill-down to detail and tax tags on withholding rates

Oct 10, 2026

Withholding tax by income category (IRS and IRC), with withholding taxes already configured

Oct 8, 2026

Periodic VAT return (DP IVA): manual changes are logged (who, when, and why)

Oct 8, 2026

Periodic VAT return (DP IVA): new deduction fields by rate from July 2027

Oct 8, 2026

Periodic VAT return (DP IVA): operations in another tax area (Azores and Madeira) in Annex R

Oct 8, 2026

Periodic VAT return (DP IVA): refund requests and excess credit carry over automatically to the next period

Oct 3, 2026

Annual VAT pro-rata adjustment, with journal entry and boxes 40 and 41 of the return

Oct 2, 2026

Periodic VAT return (DP IVA) with totals (90 to 94) calculated automatically and not editable

Oct 2, 2026

Periodic VAT return (DP IVA): deductible tax (boxes 20 to 24) split into fixed assets, inventory, and other

Oct 2, 2026

Company record now shows the tax territory (Mainland, Azores, or Madeira) and the VAT scheme

Oct 2, 2026

VAT deduction percentage per account or category, under Article 21 of the VAT Code (CIVA), applied by default

Oct 2, 2026

VAT deduction pro-rata per company and fiscal year, applied automatically to purchases

September 2026

Sep 29, 2026

Periodic VAT return (DP IVA): boxes 16 to 19 (services from other Member States and imports with deferred payment)

Sep 29, 2026

Periodic VAT return (DP IVA): section 06, boxes 10 to 15 (intra-community acquisitions)

Sep 29, 2026

Periodic VAT return (DP IVA): section 06, boxes 7 to 9 (intra-community and exempt operations)

Sep 29, 2026

VAT validates intra-community acquisitions against boxes 10 to 17 of the periodic VAT return (DP IVA)

Sep 29, 2026

Calculation of the period's periodic VAT return (DP IVA), with access to source documents

Sep 29, 2026

Periodic VAT return (DP IVA): section 06, boxes 1 to 6, with validation that tax equals base times rate

Sep 29, 2026

Editable table mapping accounts and rates to periodic VAT return (DP IVA) boxes

Sep 29, 2026

Periodic VAT return (DP IVA) calendar with filing deadline calculation

Sep 29, 2026

Legal notice for exemption, reverse charge, and cash VAT printed on the invoice

Sep 29, 2026

VAT requires a single rate per line and places fixed-amount taxes before VAT

Sep 29, 2026

VAT now rejects a 0% rate without an exemption reason

Sep 28, 2026

VAT: Azores and Madeira fiscal positions, chosen by the place of the operation

Sep 28, 2026

VAT: Azores (16%, 9%, 4%) and Madeira (22%, 12%, 5%) rates with effective dates

Sep 28, 2026

VAT: Mainland rates (23%, 13%, 6%, exempt) with effective dates and legal reference

Sep 28, 2026

Official catalog of VAT exemption reasons linked to exempt rates

Sep 28, 2026

VAT: rates with effective dates, no overlaps, and unusable outside their effective period

Sep 28, 2026

VAT: due date calculated per line (taxable event, issuance deadline, down payments)

Sep 28, 2026

VAT: exemption reasons (M01 to M99) with legal notice, article, and effective dates

Sep 28, 2026

Taxes with type, SAF-T code, region, and excise duty

Sep 28, 2026

VAT: new module with permission groups and menus