---
title: "How to process and deliver tax forms?"
slug: "3592"
tags: ["Relatório Único"]
updated: 2026-11-10T12:37:02Z
published: 2026-11-10T12:37:02Z
canonical: "help.ila.cegid.com/3592"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to process and deliver tax forms?

- [x] PT
- [ ] ES
- [ ] AO
- [ ] CV
- [ ] MZ
- [ ] ST
- [ ] GW

- [x] Professional
- [x] Executive
- [ ] Public Sector
- [ ] Omnia
- [x] Evolution

---

Fiscal Reporting lets you process and deliver all the tax forms supported by Fiscal Reporting. Users with a PFR **Manager** license can also submit the following tax returns online:

- [Periodic VAT Return](/primavera/docs/en/1606130164) (Organized and Non-Organized Accounting);
- Recapitulative VAT Return;
- Model 22;
- Relatório Único.

> [!WARNING]
> The online submission of tax returns is always subject to the capacity of the Tax Authority's IT services to accept and make available the conditions for it to take place.

---

## Processing and Delivery

Although each form has its own specific features, there is a **set of steps and settings** that are common to all of them for processing and delivery.

To edit, process, and deliver a form, follow these steps:

1. An Administrator user should make sure that the company is created in Fiscal Reporting, has the delivery of that [form associated](/primavera/docs/en/3541), and has [users with editing permissions](/primavera/docs/en/31832) for the company's forms;
2. Confirm that the form in question has its criteria settings defined, such as: Annual delivery form;
3. Edit the form. To do this, a user with permissions for a given company should go to the **Control Panel** and correctly set the criteria (for example: Portugal - Mainland | Annual | Model 10 | 2009 | Annual, in the case of the Model 10 delivery, or Spain: Common Territory | Annual | Model 200 | 2009 | Annual, in the case of the Model 200 delivery);
4. In the **Control Panel**, select one company at a time to be able to edit it, if there is more than one;
5. Process the form to obtain the data, or edit the fields directly in the return. If you choose to run the form's processing again, the system processes the data, recalculating all the formulas and re-reading the data from the ERP. Any values entered directly in the field will be ignored. To preserve data, we recommend using the **Expression** field in the Field Editor;
6. Click **Validate**;
7. Click **Save**;
8. After making sure the return is ready for delivery, in the top-left field, select **Control Panel**;
9. Click **Generate File** to deliver the return to the tax authorities manually, or select **Deliver** to submit it online. This second option is only available for the **Manager** version;
10. Click **Lock** to make sure the form is not changed. Over the years, form layouts are updated, and, if the form is not locked, editing it will show it in the most current layout. However, the form can be unlocked for editing by an Administrator user. When the **Deliver** option is used, locking is performed automatically.

Once the electronic file has been correctly generated (**Generate File** option) for the Portuguese market, it must be submitted on the Directorate-General for Taxation's [platform](http://www.portaldasfinancas.gov.pt/pt/home.action).

For a return for the Spanish market, the electronic file must be submitted on the *Agencia Tributaria*'s [website](https://sede.agenciatributaria.gob.es/Sede/en_gb/procedimientoini/ZZ08.shtml) (Sede Electrónica – Oficina Virtual); this requires a user electronic certificate for authentication, which must be installed in the browser used to perform the delivery.

> [!WARNING]
> A **parameter** is available that lets you **clear Fiscal Reporting's formula cache** at the set time. Currently, this feature is only available for **Model 22**; however, it may become available for other forms in the future.

---

## Online Delivery

With a PFR **Manager** license, you can submit the following tax returns online:

- [Periodic VAT Return](/primavera/docs/en/1606130164) (Organized and Non-Organized Accounting);
- Recapitulative VAT Return;
- Model 22;
- Relatório Único.

To submit tax forms online, follow these steps:

1. Go to the **Control Panel;**
2. Select the **Deliver** option;
3. Enter the **Login** and **Password;**
4. Enable the **I have read and accept the terms of use** option to unlock the credential entry fields;
5. If you are a **TOC** with "full powers," you should enable the corresponding option, in which case it's enough to use the TOC's credentials. Otherwise, in addition to the TOC's credentials, you must also enter the credentials of the taxable person for whom the form is being delivered;
6. Use the **Simulate Delivery** option to run the business validations on the form, without actually delivering it. If errors or warnings are returned, correct them in the form/scenario;
7. To complete the delivery, you must submit the form again with the **Simulate Delivery** option disabled. Only this way is the submission completed, and it will then be pending validation by the Tax Authority's services.

> [!WARNING]
> The **Deliver** option is only available in the Manager version of Fiscal Reporting.

## Related

- [Periodic VAT Return](/1606130164.md)