serviçofinanças.pt

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Book an in-person appointment at a Serviço de Finanças

Find out whether you really need to go to the counter and, if so, how to book the in-person appointment (Atendimento Presencial por Marcação, APM) through the right official channel.

Rules version 1, reviewed on 14 September 2026 against the official sources listed at the end. Next review planned: 14 December 2026.

Your situation

Anonymous answers; they stay on this device only if you save the plan.

1. What is the matter you want to deal with?

All possible results

For reading without JavaScript, for printing and for editorial review: every combination of answers and the result it produces.

In-person appointment, without logging inWhat is the matter you want to deal with? → Request a NIF or change my address, without a Cartão de Cidadão

For a NIF request or a change of address without a Cartão de Cidadão there is a dedicated booking form that does not require a Portal password.

The AT’s official leaflet (July 2025) singles out this option: “Para pedido de NIF ou alteração de morada para pessoas sem cartão de cidadão” lets you book without authentication; the subjects offered are change of address (EU/EEA citizen or third-country citizen) and NIF request.

Book on the Portal das Finanças (form without registration) ↗

  • Have your identity document number at hand: the form asks for it in the “Observações” (remarks) field.
  • Prepare a telephone number and an e-mail address: the booking confirmation is sent by e-mail.
  • Choose the district, municipality and office on the map; for this subject the office need not be the one for your home address, but check availability.
  • Each booking covers only the chosen subject. For another subject make another booking.
  • Write down the date, time, place and counter number shown in the “Informação” box.

Uncertain: The documents required at the appointment itself (for example proof of address) depend on the case and are not listed in the booking leaflet; confirm on the office page or with the CAT.

Next step: Open the official booking form, choose the subject and the place, and keep the confirmation you receive by e-mail.

In-person appointment, logged inWhat is the matter you want to deal with? → Another matter (IRS, IMI, debts, certificates, e-fatura, etc.); Can you log in to the Portal das Finanças (password, Chave Móvel Digital or Cartão de Cidadão)? → Yes; Have you checked whether the matter can be handled online or in writing? → Yes, and I still need to go to the counter

Book the appointment on the Portal das Finanças after logging in, choosing the subject and sub-subject. One booking per taxpayer and per subject.

According to the AT, the booking “deve ser efetuada uma por cada contribuinte e por assunto” (one per taxpayer and per subject) and, for other subjects, is made after authentication in the “Atendimento Presencial por Marcação” service.

Book on the Portal das Finanças (for other subjects) ↗

  • Know the subject and sub-subject in advance: only that one will be handled on the day.
  • Prepare a short sentence (up to 300 characters) with the relevant details for the “Observações” field.
  • Check the pre-filled e-mail and telephone; if you change them, the change applies to this booking only.
  • Choose district, municipality and office and check availability within the date range.
  • Keep the confirmation e-mail with date, time, place and counter number.

Uncertain: Which documents to bring depends on the subject; the AT does not publish a single list. If in doubt, ask through the e-balcão before the day.

Next step: Log in to the Portal das Finanças and make the booking. Clicking the official link is not a booking: only the message “Marcação registada com sucesso” confirms it.

Check the Portal das Finanças and the e-balcão firstWhat is the matter you want to deal with? → Another matter (IRS, IMI, debts, certificates, e-fatura, etc.); Can you log in to the Portal das Finanças (password, Chave Móvel Digital or Cartão de Cidadão)? → Yes; Have you checked whether the matter can be handled online or in writing? → Not yet

Before booking, check the official channel table to see whether your matter can be handled on the Portal das Finanças, in the app or through the e-balcão. It saves the trip and the wait for a slot.

The official table “Serviços Frequentes – canais de atendimento” shows, for example, that certificates, change of address, payments, e-fatura, discrepancies and debts have a channel on the Portal das Finanças and/or the e-balcão.

See the official channel table by service ↗

  • Find your matter in the official table and see the channels listed.
  • If the matter allows the e-balcão, ask in writing: you keep a record of the question and the answer.
  • For simple questions, the telephone helpline (CAT) answers on 217 206 707, weekdays 09:00 to 19:00.
  • If you still need to go to the counter, come back to this plan and choose “I still need to go to the counter” to book.

Next step: Check the official table; if the matter is in-person, come back and book.

Booking through the telephone helpline (CAT)What is the matter you want to deal with? → Another matter (IRS, IMI, debts, certificates, e-fatura, etc.); Can you log in to the Portal das Finanças (password, Chave Móvel Digital or Cartão de Cidadão)? → No, or I am not sure

Without Portal access, a booking for other subjects can be made through the CAT (217 206 707). In parallel, recover your Portal access: many matters then no longer require a visit.

The AT states that a booking can be made “no Portal das Finanças ou através do Centro de Atendimento Telefónico (CAT)”; the CAT leaflet reserves menu option 6 for Atendimento Presencial por Marcação.

Call the CAT: 217 206 707 (weekdays, 09:00–19:00) ↗

  • Have your NIF at hand; the AT asks for it on the call. Do not type it into this site.
  • In the telephone menu choose option 6, “Atendimento Presencial por Marcação”.
  • The call costs the same as a call to the fixed network; from abroad dial 00 351 first.
  • If you have no Portal password, see the “Recover your password” plan: with a password you can book and handle many matters without travelling.

Uncertain: If the subject requires authentication to be booked by telephone, the operator will tell you; we could not confirm this for every subject.

Next step: Call the CAT during opening hours and note the date, time, place and counter given.

Cancel or reschedule through the CATWhat is the matter you want to deal with? → Cancel or reschedule an appointment I already have; What kind of appointment do you want to change? → NIF request or change of address (booked without logging in)

Bookings made without logging in (NIF or address without a Cartão de Cidadão) are cancelled or rescheduled by telephone, through the CAT.

The official leaflet states: “Desmarque ou reagende um atendimento através do Centro de Atendimento Telefónico (CAT) – (+351) 217 206 707, nos dias úteis, das 09:00 h às 19:00 h”.

Call the CAT: 217 206 707 ↗

  • Have the booking confirmation (date, time, place) received by e-mail.
  • Call on a weekday between 09:00 and 19:00.

Next step: Call the CAT with your booking details.

Cancel or reschedule on the Portal das FinançasWhat is the matter you want to deal with? → Cancel or reschedule an appointment I already have; What kind of appointment do you want to change? → Another matter (booked while logged in)

After logging in, the “Atendimento Presencial por Marcação” service lists your bookings; under “Ver detalhe” (view details) you can cancel or reschedule.

Described in the official leaflet (section B.2): the list of bookings appears after authentication; the arrow next to “Ver detalhe” offers the cancel and reschedule actions.

Open the booking service (logged in) ↗

  • To cancel, answer “Sim” to the Portal’s confirmation question.
  • To reschedule, you will fill in the form again and choose a new date and place according to availability.

Next step: Log in and use “Ver detalhe” on the booking you want to change.

Official sources behind these rules

Known exceptions

  • Customs offices (Alfândegas, delegações and postos aduaneiros) also take appointments, but with their own subjects.
  • The Serviços de Finanças in Madeira belong to the AT-RAM; the booking procedure may differ.

Rule history

  • v1 · 14 September 2026 · Primeira versão, baseada no folheto APM de julho de 2025 e nas páginas oficiais consultadas em 14-09-2026.