Update your ERP to the new version that supports the new SAF-T (PT) file structure, in accordance with Ordinance 302/2016 of 2 December.

Please note that this version covers the changes to the SAF-T (PT) file structure that will come into force on 1 July 2017.

Among the changes regulated by Ordinance 302/2016, and compared with the previous text of the law, it is understood that it now becomes mandatory to include the so-called Working Documents, such as Purchase Orders, Quotations and Pro-formas, among others, in the SAF-T (PT).

However, doubts remain as to whether these documents must be signed, given that there have been no changes to the terms of Ordinance no. 363/2010 of 23 June. For this reason, PRIMAVERA has submitted a request for a binding ruling to the Portuguese Tax and Customs Authority (AT) and is awaiting a reply. Until further notice, PRIMAVERA will continue not to sign documents of the Request for Quotation, Quotation and Order types, even though they will now be included in the SAF-T (PT) (audit file). Once it has received answers to the questions raised, it will act accordingly.

Please note that Public Entities covered by the Official Public Accounting Plan (POCP) or one of its Sector Plans do not have Taxonomies. However, after this update, the SAF-T (PT) audit file will automatically identify the chart of accounts classification framework with the type O: Other accounting frameworks.

Finally, please note that the SAF-T (PT) audit file will automatically start being issued in this new format on 1 July 2017.

Need help updating your ERP? Talk to the Openlimits support team.

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Openlimits

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