A fine caused by a FIZ error in a declaration? FIZ refunds up to 1,500 €.
FIZ submits the Seg. Social quarterly declaration and, if you are in the normal IVA regime, your quarterly IVA declarations too, with one click from you. Each of these declarations is protected by Tax Shield.
For the self-employed on a paid plan: protection up to 500 € or up to 1,500 € per declaration, depending on the plan.
- Seg. Social quarterly declarationSubmittedProtected
- Quarterly IVA declarationSubmittedProtected
- EU recapitulative declarationSubmittedProtected
- Protection per declaration
- 1,500 €
No annual or overall cap
Who pays the fine when a declaration has an error?
The fine is imposed on the taxpayer. The accountant is liable for it only in the cases set out in law, for example if a declaration to the tax authority (AT) is late through the accountant’s fault.
Declaration submitted by an accountant
- Fine for an error in the declaration
- Paid by you
As a rule, even if the accountant made the error
Declaration submitted by FIZ
- Fine for an error in the declaration
- Reimbursed by FIZ
If FIZ made the error, up to the plan limit. Not for declarations confirmed by an accountant in FIZ.
How Tax Shield works
There is nothing to set up: Tax Shield covers every declaration FIZ submits with your click. If a fine arrives because of a FIZ mistake, this is what happens.
FIZ submits your declarations
FIZ prepares the declaration from your invoices and submits it to Seg. Social or AT with one click from you.
Forward the notice to FIZ
If AT or Seg. Social sends you a notice about a declaration FIZ submitted, forward it to FIZ support within 10 days of receiving it. FIZ reviews the case.
FIZ reimburses the fine
Pay the fine by the deadline in the notice, unless FIZ asks you in writing to wait. If FIZ made the error, it reimburses that amount within 30 days of receiving your proof of payment.
What Tax Shield covers
Tax Shield reimburses the fine and the procedural costs. The outstanding tax or contribution, which you would owe even without the error, is yours to pay, as is any interest.
Full Tax Shield termsCovered
- Seg. Social fines for FIZ’s errors in the quarterly declaration
- AT fines for FIZ’s errors in quarterly IVA declarations, in the normal IVA regime
- AT fines for FIZ’s errors in the EU recapitulative declaration, if your plan includes it
- Fines for late filing caused by FIZ, if you confirmed the declaration by 18:00 on the last day of the filing period
Not covered
- Errors in your data: invoices that are not in FIZ, values you entered or changed, and options you chose
- Declarations submitted or changed outside FIZ
- Late filing or late payment not caused by FIZ
- Fees of a lawyer or other representative
Protection per declaration, with no annual or overall cap
Each declaration has its own protection: a fine on one declaration does not reduce the protection of the others.
Choose your IVA regime and plan to see what is protected.
- Fines covered
- Protected declarations
- Seg. Social quarterly declaration
- Quarterly IVA declaration
- EU recapitulative declaration Prime Pro only
- Protection per declarationAuto Pro
- 500 €
Protection follows the plan active on the submission date
Auto Pro: protection up to 500 € per declaration
Choose a plan for your business
Frequently asked questions about Tax Shield
Can I start using FIZ in the middle of the year?
Yes, at any time. Declarations you have already submitted yourself or through an accountant remain valid, and Tax Shield protects the ones FIZ submits from then on.
When does protection start, and how long does it last?
From the first declaration FIZ submits for you, including during the free trial. Each declaration stays protected for 2 years from submission: if the first notice from AT or Seg. Social arrives within that time, the fine is covered, even if you change plan, cancel your subscription or delete your account in the meantime.
How do I get reimbursed?
Forward the notice from AT or Seg. Social to FIZ support, through the chat in the app or , within 10 days of receiving it. Unless FIZ asks you in writing to wait, pay the fine by the deadline in the notice: that way you get the reduction the law allows.
If FIZ made the error, send the proof of payment within 12 months of paying, with any documents FIZ asks for: FIZ reimburses you that amount within 30 days, up to the limit of the plan active on the submission date.
Which errors does Tax Shield cover?
Errors FIZ makes in the Seg. Social and IVA declarations it prepares and submits for you, for example, a miscalculated amount. If you accept a value or a classification proposed by FIZ without changes, an error in it also counts as a FIZ error.
Errors caused by your data are not covered by Tax Shield: an invoice that is not in FIZ, a value you entered or changed, or an option you chose, such as raising or lowering your contribution base.
If an invoice from the Portal das Finanças was not imported because of an error by FIZ, the fine is covered.
Who is responsible for a declaration my accountant confirms in FIZ?
The certified accountant is responsible to you, under the law and the contract between you. Declarations they confirm in the accountant profile, or that FIZ submits with their access codes, are outside the Tax Shield, for self-employed people and companies alike. The Tax Shield protects the declarations the client confirms in FIZ themselves.
What if FIZ finds an error in a declaration it has already submitted?
If it can still be corrected, FIZ prepares the corrected declaration and lets you know by email: just confirm it with one click within 10 days of receiving the email. If that error still leads to a fine, Tax Shield covers it, up to the original declaration’s limit.
Without that confirmation, the fine for that error is no longer covered, unless the notice from AT or Seg. Social arrived before FIZ’s email.
What if FIZ does not submit the declaration on time?
If you confirmed the declaration by 18:00 (Lisbon time) on the last day of the filing period and it was not submitted in time because of a failure on FIZ’s side, Tax Shield covers the late-filing fine. FIZ then submits it as soon as possible and lets you know by email.
If this delay means you can only pay after the payment deadline, Tax Shield also covers the late-payment fine, provided you pay within 10 days of FIZ’s email.