What certified document types exist (FT, FS, FR, NC, ND, GT…)
Each tax document has a two-letter type (FT, NC, GT…). The type decides which part of the SAF-T it belongs to and whether it carries ATCUD and signature. fiscaldoo knows 31 types (the list shows 36 lines, because five appear in two SAF-T tables). You can only use a type when a series of that type exists.
Where to see the list
Accounting › Configure › Certified invoicing › Document types. The Administrator sees the menu without developer mode. The Certified accountant profile only sees it with developer mode active. The list has no New button: the types come with the product.
The types, by family
The list has 36 lines and 31 distinct codes: CS, LD, RA, RE and RP (insurance sector) appear twice, once in the commercial documents (4.1) and once in the working documents (4.3). The SAF-T table column tells you which family each line belongs to.
| Family (SAF-T table) | Types | What it is for | ATCUD and signature |
|---|---|---|---|
| Commercial documents to customers (4.1) | FT Invoice; FS Simplified invoice; FR Invoice-receipt; NC Credit note; ND Debit note | Selling and correcting sales. The NC corrects a sale downwards (credit note); the ND, upwards. The FR is an invoice and a receipt in the same document | Both required |
| Old and insurance commercial documents (4.1) | AA, DA, TD, TV, VD (until 31/12/2012); CS, LD, RA, RE, RP (insurance sector) | Only for those who already used them or work in the insurance sector | Not required |
| Transport documents (4.2) | GT Delivery note (transport document, including global ones); GR Dispatch note (guia de remessa); GD Return note; GC Consignment note; GA Note for moving own fixed assets | Accompany goods in transit (delivery note) | Both required |
| Working documents (4.3) | OR Quotation; PF Pro forma invoice; NE Order note; FO Work sheet; FC Consignment invoice; CC Consignment credit; OU Other working documents | Proposals and documents that are not invoices | Both required |
| Old, table and insurance working documents (4.3) | DC Working document (until 30/06/2017); CM Table check (consulta de mesa); CS, LD, RA, RE, RP (insurance sector) | Only for those who already used them, for restaurants (table check) or for the insurance sector | Not required |
| Receipts (payments) (4.4) | RG Other receipts; RC Receipt (VAT cash accounting scheme) | Prove a payment received (receipt) | Both required |
The Requires ATCUD and Requires signature columns are the ones in the list, and they are ticked on the same types. Pending validation by a certified accountant: which documents carry ATCUD and signature under the law; this article only describes what the screen shows.
What the demo issues
The demo database has 2026 series for FT, FS (counter and point of sale), FR, NC, ND, GT, GD, OR and RG. The other types exist in the list, but without a series they cannot be issued.
Good to know
- You choose the type through the series, not on the document: the series sets the type and the year, and the type decides whether it carries ATCUD and signature. If you have no series of the type you need, ask the Fiscal officer to create it.
- The Is credit/correction document column is ticked on six codes: NC (credit note), GD (return note), CC (consignment credit), DA (asset return), TD (return slip) and RE (reversal or reversal receipt, in both tables). If you filter by this column you get these six, not just NC and GD. A credit note is not a cancellation: see cancel an invoice.
- An FS (simplified invoice) is only valid when VAT is due in Portugal (never on an export or an intra-Community sale) and it has limits, compared with the total including VAT: up to €1,000 when there are only goods, the seller is a retailer or street vendor and the customer is a private individual; up to €100 in other cases, including any document with a service line; no limit for those under the exemption scheme of art. 53 (VAT Code (CIVA), art. 40, para. 1).
- The old types (AA, TV…) are valid “until 2012-12-31”, as the list shows: do not use them on new documents.