How to make a face-to-face meeting appointment on the Finanças website
In this period of pandemic, many taxpayers have wanted to go to an office of Finanças (the Portuguese tax authorities) and have been refused access. Indeed, it is now necessary to make an appointment before going to a Finanças office. This process is done online, but it is not very easy and only in Portuguese. In order not to make the trip to the tax authorities for nothing and to be sure of being received, Lisbob, the expatriate assistant in Portugal, explains how to make a face-to-face meeting appointment on the Finanças website.
2. Click on “Contact Us” in the lower right corner of the page.
3. Choose the option “Face-to-face meeting appointment” (Atendimento presencial por marcação)
4. Enter your taxpayer number (NIF) and the corresponding password
5. Click on "Make an appointment" (Marcar atendimento)
6. Select the subject and the sub-subject (assunto e o sub-assunto) of the appointment for the face-to-face service
7. Fill in the “Observations” field with a brief description of what you want to cover during your appointment. If you have documents to attach, you can also do so by clicking on "Anexar Ficheiro"
8. Confirm your contact details (phone number and email address) and tick the box that authorizes Finanças to contact you.
9. Choose your preferences for the date of the appointment. You can choose a range
10. Check the time slots and offices available for the selected date range.
By default, the option that appears is the service center associated with your tax address. To select another location, click on "Check availability" (Ver disponibilidades). Choose the region, then the department and finally the municipality.
11. Select the most appropriate date and time from those offered. The slots are generally 20 minutes. Then click on "Make an appointment" (Marcar atendimento)
12. Review the information on this page. It contains all the information you have indicated, as well as the place, date and time of the selected appointment. Once you have proofread you can click on "Confirmar".
Once this last step is completed, your appointment is registered with Finanças and you will receive a confirmation email. Don't forget to check spam for the Portuguese tax authorities email, and don't forget to take the meeting receipt with you when you get there.