How to prepare the Single Report (Relatório Único)

What is it for?

It prepares the annexes of the Single Report (Relatório Único) from the year's payroll data, tells you what is wrong in each annex and keeps the history of versions. fiscaldoo does not file the report or generate a file for the portal: you file it yourself on the official portal.

When to use it?

• To prepare the previous year's report, before the filing period opens.
• To record that the filing was made on the portal.
• To correct a report already filed, with a rectified version.

Where to find it?

Payroll › Declare › Single annual report

Before you start

• Payroll Administrator access to prepare the report. Register delivery only appears to users who also have Declaration submitter access: with a user with only Payroll Administrator access, the draft report showed only Generate; with both accesses, Generate and Register delivery.
• The employee records and contracts of the year are recorded. See Required employee data is missing.
• The company's type of occupational safety and health service, the provider's name, the employees with a medical examination and the year's workplace accidents. They are totals only.

How to use it

1. Click New and enter the Reference year (in the example, 2026). The Version is 1.
2. Save. The Staff reference date (31/10/2026), Delivery opens (16/03/2027) and the Filing deadline (15/04/2027) appear. Pending validation by a certified accountant: the dates for each year.
3. In the Annex D — typed totals tab, choose the Safety and health service (Annex D): “Internal service”, “Common service” or “External service”. Fill in the Name of the service or provider (Annex D), the Workers with medical examination (Annex D) and the Work accidents in the year (Annex D). Save.
4. Click Generate.
5. In the Attachments tab, see the State and What is wrong of each annex.
6. If an annex is “With problems”, correct it at the source, for example the Contract type on the employee's record, and click Generate again. The previous lines are replaced.
7. Check in the Lines tab everything that will be declared.
8. Fill in and send the report on the official portal with those amounts, and keep the proof. Pending on-screen validation: the real portal is not used in the demo.
9. With Declaration submitter access, click Register delivery and, in the confirmation window, Confirm.

Expected result

• The report becomes Submitted, with Delivered on and Delivered registered by.
• The list shows the year, the version, the Annexes state (in the example, A:ok B:ok C:ok D:ok E:ok F:ok), the Filing deadline and the State.
• This procedure does not create journal entries.

Important notes

• Register delivery does not communicate anything. It only records what you have already done on the portal. fiscaldoo accepted the record on 04/11/2026, before the example's filing period opened, so the correct date is your responsibility.
• Health and strike data. Annex D and Annex E only have totals. Do not write names or clinical reasons in these fields.
• “Valid” in Annex E may mean that no line was generated. Without the year's official strike tables, the state stays “Valid”, with the sentence shown in “Common problems”. Check the year's strikes before filing.
• The obligation. Pending validation by a certified accountant: the filing obligation, the staff count on 31 October and the default period from 16 March to 15 April (Portaria n.º 55/2010).

After filing: rectify

A Submitted report only has the Rectify button. When you click it, version 2 is created in the Rectified state, with the Generate and Register delivery buttons and the Differences tab, which shows what changed (in the example, “No difference in the lines of the annexes.”). Version 1 stays in the list as Submitted. Correct, click Generate, file the rectification on the portal and record the filing.

Common problems

• An annex is “With problems”. “Employee name has no contract type.” or “Fill in the modality of the safety and health service.” Fill in the Contract type on the record or the Safety and health service (Annex D) and click Generate. If the contract already has a validated payslip, the record refuses the change: follow Required employee data is missing.
• Recording the filing with an annex still to correct. The Invalid Operation window says: “The report cannot be submitted: annexes without a valid content: D. What happened: [D] Fill in the modality of the safety and health service. How to fix it: press “Generate” and fix what the annexes say.” Correct the annex and generate again.
• Creating a second report for the same year. “The operation cannot be completed: This company already has this version of the report for that year.” Open the existing one in the list. If it has already been filed, use Rectify.
• I do not see the Register delivery button. Your user does not have Declaration submitter access. Ask whoever administers the program for it, or ask that person to record the filing.
• Annex E warns that tables are missing. “The official strike tables (51, 52, 53) of 2026 are not loaded, so no strike line was generated. Import them in Single Report › Import the strike tables.” In Payroll › Configure › Law and calendars › Import the Single Report strike tables, enter the Reference year, choose the File (CSV: table;code;name) and click Import. With a sample file of 3 codes, the Result was “3 code(s) created”. Then click Generate: Annex E got 1 line. Pending on-screen validation: the official tables file.