Accountant Portal
The pending-items inbox: the accountant validates each assessment before payment.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
RefreshValidatePaid
The list shows
TaxPeriodAmountDue dateActions
Form fields
Pendências de validaçãoQuantidade de apurações fiscais aguardando validação do contador.
TributoImposto da apuração que está pendente de validação.
CompetênciaMês e ano de competência da apuração pendente.
ValorValor apurado do tributo que o contador vai validar antes do pagamento.
VencimentoData limite de pagamento da obrigação pendente de validação.
Start here
The human gate
The filings appear here as pending. The accountant reviews them and clicks Validate (authenticates) — only then is the obligation released for payment.
Para que esta tela existe
Inbox of pending items for the accountant to validate/authenticate each tax calculation before payment (human gate). Includes the accountant's services showcase. — this is the role of the "Accountant Portal" screen within the platform.
Rules
Validar e marcar como pago são ações distintas
Each pending tax calculation has two actions: Validate authenticates the calculation — it is the accountant's human gate before releasing payment — and Paid records that the tax has been settled. The validation remarks field, above the table, goes with the action: write the opinion before clicking, because it is what gets saved together with the validation. The natural order is to validate first and mark the payment afterwards; skipping validation means giving up exactly the gate this screen exists to guarantee.
Frequently asked questions
Accountant's services
The showcase at the end of the screen lists the partner accountant's services (corporate incorporation, planning, ancillary obligations). The text is configurable under Tax regime.
Que pergunta do dia a dia se responde aqui
"Does the accountant have everything for the month in one place?" — when that question comes up, this is the screen that answers it.
What shows in the accountant’s showcase
The footer panel is the accountant's services showcase. When the company has a linked accountant, it shows their name, service offering and contact; when it does not, it displays the default offering — a referral space for the company to find an accountant. The content comes from the accountant configuration record, not from this screen: if the offering or contact is outdated, that is where it is corrected. The count of pending items next to the title indicates how many tax calculations await their validation.
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