What's new in fiscaldoo

This page summarises what changed in fiscaldoo between 29 October and 1 November 2026, version 20.0 of 1 November (the latest is ba9c8bd7). Each line says what changes for the people who use the product.

Invoicing and certification

• Credit notes now have their own series per journal, and are limited by the amount of each invoice line.
• A receipt issued in a certified cash journal is now signed, with a continuous signature chain.
• An issued document keeps the same customer code in the SAF-T, even after correcting the customer's form. The notes of a certified invoice are fixed once it is issued.
• The monthly sales file no longer carries the suppliers of purchases: a supplier without a NIF no longer blocks the communication.
• The SAF-T detects numbering gaps at the start and end of the month, and gaps can be justified. The Generate SAF-T window always proposes the previous month and also counts the delivery notes and the proforma (conference) documents.
• “Leave out of collection” can now be changed on an issued invoice, only by whoever handles collection and with an audit log entry.
• In delivery notes: a new delivery note already comes with the operation type, there is “Print guide” on the delivery, and a return delivery note to a supplier without a NIF is refused with a request for the NIF.
• At the counter, the payment of a simplified invoice or invoice-receipt can no longer be undone by any route.
• A customer without a NIF appears in the SAF-T as final consumer (999999990), and a receipt above the amount due is refused. The product's tax list shows first the VAT and the rates of the company's fiscal region.
• Companies under an exemption regime (art. 53 / art. 9) invoice without VAT with the right reason and wording, and the PDF receipt no longer has the QR code over the amount. The planned start date of a series follows the first day of the fiscal year, and the QR code of an issued document always uses the country of issue.
• A return already submitted to the AT (periodic VAT return, Form 10 (Modelo 10), IES, DMR, recapitulative statement, submitted SAF-T…) never goes back to draft and is never deleted, by any profile: the attempt is logged and the correction is made with a replacement return.
• Communications to the AT always show the state and what to do, and test credentials are asked for before communicating. The credentials have “Check the readiness” and the history of communications with the document.

VAT

• An invoice with 0% VAT to an EU customer is only issued with the NIF validated in VIES. Without that, only the Fiscal officer can issue it, with the reason recorded. After validating the NIF, the draft offers “Recalculate VAT”.
• Each situation has only one warning, and an invoice without a country, or with a NIF without the country code, is refused on confirming, with what to do.
• The recapitulative statement warns when the certified accountant is missing and has the “Register delivery” button, with the date and the proof.
• Exempt rates link to the right box of the periodic VAT return, and the return cannot be validated while the previous month is not settled. The return is calculated much faster with migrated history.
• Payments on account appear in the tax calendar without waiting for Form 22 (Modelo 22).
• On purchases from suppliers in another EU country, the reverse charge is automatic (goods and services), and the domestic reverse charge rates (construction, scrap…) generate both the output and the deductible VAT.
• Partial VAT deduction (for example, diesel at 50%) takes the whole amount without VAT to the expense and only the non-deductible VAT to the cost. Reversals cannot be dated before the original.

Accounting, banks and assets

• In micro-entities, the chart of accounts only uses the M Taxonomy lines that apply, and the Balance sheet and the income statement match. The balance sheet opens without error, also for read-only users.
• The fixed asset tax reports are visible to the Fiscal officer, and the VAT deducted on an asset comes from the purchase invoice.
• Sending statements by email asks for confirmation.
• Depreciation: cancelling a batch reverses on the original dates, without duplicating. Selling or scrapping an asset issues an invoice and refuses dates before processed instalments, and the tax reports are only archived with the fiscal year closed.
• Treasury: amounts already due to be received and paid enter the forecast, a delay in receipts never makes the balance go up, VAT paid to the State no longer appears as a receipt and Who I owe shows debts as positive.

Payroll and people

• Marking salaries as paid asks for confirmation (how many payslips, amount and date) and requires a reason also outside the screen. Only the Payroll Administrator cancels a payment, and never one already executed; they can restore the batch, with a reason. The Payroll Processor generates the payments and the transfer file.
• A January 2027 payslip waits for the 2027 Personal Income Tax (IRS) tables, instead of using the 2026 ones without warning, and is also refused in “Validate”.
• The Payroll Administrator's social agenda only shows social obligations, Form 10 warns when there are DMRs still to submit, and the annual statement for a year still under way comes out as provisional, with confirmation. Payment references, names of the Social Security communications and titles of the posting templates appear without codes and with amounts in euros and Portuguese dates.
• An absence in a month already paid now generates a corrective payslip, and the Christmas and holiday allowances explain the calculation.
• Social Security and DMR deadlines come from the tax calendar, in the Portugal time zone.
• The same NIF cannot be given to two employees. Health-related absences are reserved for those who may see the reason.
• The employee can again download the PDF of their payslip in “My space” (and only their own), and data change requests show who decides.
• Proof submitted for an absence silences the warning, and holidays appear on the employee's form. An employee cannot approve their own expense, and Management approves or refuses expenses with the Approve and Refuse buttons, without changing them.

Migration from the previous version

• The migration imports the certified documents and links the statements to the history entries.
• In a migrated year, the periodic VAT return, the income statement, Form 22 and Form 10 count the history, with a warning when the imported history has no tax.
• Importing the same history file twice no longer gives an error, and the refused entries are listed with the reason.

Copilot

• The Copilot answers with links to the documentation articles, reads attached PDF and image invoices, and better hides NIF, NISS and IBAN numbers written in different ways.
• The company wizard says that the Copilot stays off until Fiscal administration turns it on.
• AI connections have the “Test the connection” button (with the simulator in test databases), and the Copilot log appears in Portuguese.

Security, menus and messages

• Each profile only sees the menus that belong to it: Management without Configure, Administrative and Auditor without Settings. The Auditor cannot receive profiles that change data.
• Each company no longer sees the reconciliations, employees and numbering of the others.
• List exports to Excel and CSV are protected against formulas and respond with the product's normal message when the data is invalid.
• About 1000 texts no longer show internal codes, 134 messages give the menu each profile sees, and more fields appear in the language of the person viewing them.
• The AT credentials state the environment in the reader's language (“test” or “production”).
• The Accountant can now download the SAF-T, and combining the Auditor profile with a profile that changes data shows a warning and is logged. Modules that use stored passwords (payments, Copilot) never return them to whoever calls them.
• The “Change password” page opens in Portuguese without an error window, and the migrated statements wizard shows the columns in Portuguese.
• New paths in the menus: Permissions X-ray in Accounting, Copilot bank lines in the banks dashboard and lock date exceptions in the monthly payroll dashboard.