Finanças
IRS 2025: how to avoid stalled cases in the final filing phase
The final IRS stage is the right time to align tax documents, client expectations and bank requests.
June 01, 2026·5 min
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News and guides on official documents
Useful updates on Finance, Social Security, Banco de Portugal and document collection.
Segurança Social
Social Security: 2FA is now part of document preparation
The temporary code is no longer a technical detail; it can now block or unlock the collection.
June 01, 2026·5 min
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IRS: practical guide to avoid mixing up Modelo 3, Nota de Liquidação and Certidão de Liquidação
Three IRS-related documents, three different uses. Asking for the right one prevents delays and useless attachments.
June 01, 2026·5 min
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IRS 2025: tax documents to confirm before credit analysis
Credit applications can be delayed by outdated tax files or confusion between Modelo 3, Nota de Liquidação and Certidão de Liquidação.
May 24, 2026·5 min
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Social Security Direct: two-factor authentication becomes mandatory on 12 May
From 12 May 2026, access with NISS and password will require an additional code by SMS or email.
May 11, 2026·5 min
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IMI 2026: how to find the nota de cobrança and prepare property cases
May is IMI month. See how the nota de cobrança fits into property and housing credit workflows.
May 08, 2026·5 min
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Quarterly Social Security declaration: impact for recibos verdes in credit cases
The quarterly declaration affects self-employed contributions and can influence credit analysis when income varies.
May 07, 2026·5 min
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Tax debt and non-debt certificate: validity, when to request it and why it blocks cases
The Portuguese tax certificate proves the taxpayer status and can be decisive in credit, deeds and client checks.
May 06, 2026·5 min
Read articleBancos
Banco de Portugal accounts database map: the banking document many clients do not know
The accounts database map shows bank accounts and relationships, but not balances. See when it can help.
May 05, 2026·5 min
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IRS 2025: filing runs until 30 June 2026
The IRS 2025 filing period runs from April to June 2026. See the deadlines, what to prepare and how to avoid delays.
April 25, 2026·5 min
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Segurança Social Direta makes online statements easier
Segurança Social Direta statements reduce in-person trips and help professionals close cases with updated documents.
April 24, 2026·5 min
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Credit responsibilities map: why it is decisive
The Banco de Portugal map remains central in credit processes. See what it shows and how to prepare the request.
April 23, 2026·5 min
Read articleAutenticação.gov
Chave Móvel Digital gains importance in public authentication
CMD remains a simple way to access public portals. See the impact on digital collection of official documents.
April 22, 2026·4 min
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