How to read and issue the payslip

What is it for?

The payslip shows, for one employee and one month, what they earned, what was deducted and what they receive. The company must give it to them by the payment date. In fiscaldoo, the payslip is created and calculated in the month's batch; here you read it, print the PDF and record its delivery.

When to use it?

• To check a payslip before validating the month's batch.
• To answer an employee's question about an amount.
• To print the payslip and record that it was delivered (on paper, by e-mail or in the portal).

Where to find it?

Payroll › Process › Payslips › open the payslip

The list has the columns Worker, Period, Gross, Deductions, Net, State, Calculation and Payment. The payslip can also be opened from the month's batch (Payroll › Process › Process the month).

Before you start

• Your profile is Payroll Processor or Payroll Administrator. Both can do every step in this article.
• The payslip is calculated. To print and deliver it as final, the batch is Validated (see How to process the month's payroll).

How to use it

1. Open Payroll › Process › Payslips and click the payslip, for example Ana Margarida Pinto's for October 2026.
2. Read the top. The three boxes give the summary: Gross (2,529.15 €), Deductions (435.00 €) and Net to pay (2,094.15 €). On the right, the state: Draft, Validated or Paid. The buttons change with the state: on a Validated payslip they are Pay, Correct the IRS withheld, Rectify and Actions; on a Paid payslip, Print payslip, Correct the IRS withheld, Rectify and Actions.
3. In the Lines tab, check each pay item: Quantity, Base amount, Earnings or Deductions. Click How was it calculated? on a line to see the rule, the amount used and the legal source.
4. Below the lines, read the totals: Total earnings, Social Security (worker), Total IRS withheld, Total deductions and Net pay. Company contribution to Social Security and Total cost to the company do not come out of the salary: they are the company's cost. The How the amounts were reached block summarises the IRS table and the Social Security rates.
5. For the Social Security and IRS detail (base, table, bracket, rate, deduction (parcela a abater)), open the Social security and income tax tab (see How IRS withholding on salaries is calculated).
6. Click Print payslip. The PDF “Recibo - employee name.pdf” is downloaded.
7. Give the payslip to the employee and record the delivery: click Actions and choose Delivered by e-mail, Delivered in the portal or Delivered on paper. The payslip's gear menu (next to the title) also has Payslip, Duplicate, Delete and Cancel receipt. Pending validation on screen: Delete and Cancel receipt on a paid payslip, which were not walked through.

What the PDF contains

The PDF of Ana Margarida Pinto's October payslip, checked in the demo, has:

• the title Recibo de vencimento and the sentence “Pay document with the content required by article 276.(3) of the Labour Code (Código do Trabalho)”;
• the employer and its NIF, the employee and their Social Security number, the professional category and the period (01/10/2026 — 31/10/2026);
• the earnings: Base remuneration 2,400.00 and Meal allowance 129.15, with the exempt part (129.15) and the taxable excess (0.00);
• the deductions: IRS withheld 171.00 and Social Security (worker) 264.00;
• the Net amount to receive 2,094.15, the payment method (bank transfer), the destination account with the middle digits hidden and the Value date (01/11/2026, that of Bank executed);
• the Insurance of work accidents: “Apólice n.º DEMO-AT-2026-001 — Seguradora Fictícia, SA”, with the data from the employer's record;
• additional information on the year's holiday days (taken and remaining).

Pending validation by a certified accountant or employment lawyer: whether the payslip must state the policy and the insurer (CT art. 276.º, no. 3) and whether the internal pay item codes (for example BASE, MEAL) may stay on the document delivered.

Reading, printing and recording delivery do not create journal entries.

Expected result

• The PDF has been downloaded and delivered to the employee.
• The warning “The payslip was not delivered yet” disappears from the payslip. If you record delivery after the payment date, the payslip then warns: “Submission: The payslip was delivered on 01/11/2026, after the payment date 30/10/2026… (light administrative offence). How to fix it: keep the proof…”: the warning only disappears completely with delivery by the payment date. The Payment and obligations tab shows Delivered on (date and time), Delivery channel (for example On paper) and Deliveries (1).

Important notes

• The payslip must be delivered by the payment date. While delivery has not been recorded, the validated payslip warns: “Submission: The payslip was not delivered to the worker yet and the payment is on 29/10/2026. What happened: CT art. 276.º/3 asks for the delivery until the payment. How to fix it: send it or put it in the portal and register the delivery.” Pending validation by a certified accountant or employment lawyer: proof of delivery by channel (e-mail, portal, paper).
• A validated payslip cannot be changed. The payslip says: “Payslip already validated: it can no longer be changed. To correct it, create a corrective payslip.” The correction actions (Create corrective, Recalculate what changed, Retroactive change of the retribution, Correct the IRS withheld, Rectify) change returns already submitted and have their own article.
• Payment due date. The Payment and obligations tab shows the due date and why, for example: “The period ends on 31/10/2026, a non-working day: the payment falls due on the previous working day, 30/10/2026 (CT art. 278.º, interpretation).” Pending validation by an employment lawyer: falling due on the previous working day.
• The Journal Entry line in this tab is only filled in once the batch has been posted. See How to post the payroll to the accounts.

Common problems

The payslip still warns that it was not delivered

• Cause: the delivery was not recorded on the payslip (printing the PDF does not count as delivery).
• What to do: click Actions and choose the channel used. The record is kept in the Payment and obligations tab.

The payslip's net pay does not match the sum of the lines

• Cause: the lines show the pay items (earnings and non-statutory deductions, such as a garnishment); Social Security and IRS are in the Legal deductions block and in the totals, below the lines.
• What to do: take Total earnings and subtract Total deductions: this gives the Net pay. In the example, 2,529.15 € − 435.00 € = 2,094.15 €.