myDATA & Electronic Invoicing for Businesses
Organized support for businesses regarding proper myDATA operation, document transmission, selection of electronic invoicing method and reconciliation of tax data with accounting records.
Electronic invoicing is not simply a technical tool for issuing invoices. It affects daily business operations, ERP systems, sales procedures, inventory, transmissions to AADE, expenses and the way the accountant monitors tax compliance.
We do not treat myDATA only as a technical issue. We connect it with the accounting and tax position of the business.
The objective is preventive review of errors, mismatches, unclassified documents and pending issues.
We support businesses issuing documents through ERP systems, commercial software or provider applications.
The right solution must work in practice, not only appear correct in theory.
What this service covers
This service is designed for businesses that need organized support for myDATA, electronic invoicing, document transmission, classification review, income-expense reconciliations and the connection between daily invoicing and accounting monitoring.
It is not limited to simply issuing an invoice. It includes assessment of how the business issues, receives, classifies, transmits and reconciles its documents with AADE and its accounting data.
Core myDATA & electronic invoicing services
myDATA position review
Review of transmissions, classifications, mismatches, pending documents, discrepancies and practical issues that affect the tax position of the business.
Selection of electronic invoicing method
Guidance on choosing between provider, ERP, timologio, special form or another practical solution depending on the size and operation of the business.
Connection with commercial software or ERP
Cooperation with the business and technical provider to verify whether issuance, transmission and accounting representation operate correctly.
Income transmission and review
Review of document types, VAT, exemptions, credit notes, cancellations, retail transactions, B2B transactions and special issuance cases.
Expense classification and discrepancies
Support for reviewing expenses, discrepancies, non-transmitted supplier documents and reconciliation with accounting books.
Digital Delivery Note
Basic assessment of inventory movement procedures, delivery documents and possible need to adapt the company’s internal workflows.
Why proper preparation is necessary
Electronic invoicing and myDATA connect the daily operation of the business with its tax position. An error in document type, classification, VAT, cancellation or issuance method may affect accounting monitoring and create future pending issues.
Correct issuance
The document must be issued with the correct type, VAT, description and matching.
Correct transmission
Transmission must reflect the actual transaction correctly.
Correct classification
Income and expenses must be properly reflected in the accounting and tax basis.
Book reconciliation
myDATA must reconcile with accounting books, VAT returns and the overall tax position.
What the support includes
The service is adapted to the way each business operates. A small business using timologio has different needs from a company with ERP, inventory, personnel, many documents, branches or international transactions.
- Initial assessment of the existing document issuance process.
- Review of whether the business uses the correct issuance and transmission channel.
- Review of income documents and basic classifications.
- Review of expenses, discrepancies and recipient-side pending issues.
- Reconciliation of myDATA with books, VAT and accounting records.
- Guidance on provider, timologio, ERP or special registration form.
- Support on practical matters involving cancellations, credit notes and errors.
- Coordination with a technician or software company where required.
Information required for assessment
In order to provide meaningful guidance, we must first understand how the business currently issues and transmits its documents.
- Legal form and business activity.
- Number of documents per month and transaction types.
- ERP, commercial software, provider or application used.
- Method of issuing invoices, receipts, credit notes and cancellation documents.
- Special transactions involving VAT exemptions, intra-community or foreign transactions.
- Existence of inventory, goods movement or delivery notes.
- Pending issues or discrepancies in the myDATA position.
- Previous problems with transmissions, classifications or tax filings.
What is assessed separately
Certain tasks require separate technical or tax assessment, especially where there are old pending issues or complex procedures.
- Mass correction of old transmissions or classifications.
- Reconstruction of accounting records for several months or previous fiscal years.
- Technical configuration of ERP or commercial software by the software provider.
- Complex cases involving inventory, branches or high document volume.
- Review of special VAT regimes or international transactions.
- Handling of penalties, audits or requests to tax authorities.
- Specialized study for electronic invoicing provider selection.
- Ongoing monthly myDATA monitoring, unless separately agreed.
How the process is organized
Operational mapping
We record how documents are currently issued and which system the business uses.
myDATA review
We review transmissions, classifications, pending issues and discrepancies that need correction.
Process proposal
We propose a practical solution involving provider, ERP, timologio, special form or internal workflow.
Compliance monitoring
We organize the review process so that the business does not accumulate pending issues.
The correct fee depends on volume and complexity
A small business with few documents requires a different level of work from a company with ERP, inventory, personnel, many documents, branches, providers or international transactions.
View pricingFrequently Asked Questions
Is myDATA the same as electronic invoicing?
Not exactly. myDATA concerns the transmission and reporting of data to AADE. Electronic invoicing concerns the way electronic invoices are issued and sent through an appropriate channel, such as a provider, ERP or AADE applications.
Does every business need to use an electronic invoicing provider?
Not in every case. The appropriate solution depends on the size of the business, document volume, applicable obligations, ERP and operating model.
Can you review whether there are myDATA errors?
Yes. We can review the myDATA position, documents, classifications, discrepancies and pending issues that need to be settled.
Is ERP technical configuration included?
Technical configuration is usually performed by the software company. Our office can coordinate the tax and accounting requirements so that the configuration supports proper compliance.
What happens if there are old pending issues?
Old mismatches, unclassified documents, discrepancies or incorrect transmissions are assessed separately, as they may require detailed review by period.
Does the service also cover the Digital Delivery Note?
Yes, it may include a basic assessment of goods movement procedures where the business has inventory, goods, delivery documents or needs to adapt to digital inventory monitoring.
Do you want us to review whether your business is properly organized for myDATA and electronic invoicing?
Send us the basic details of your business, the software you use and the type of documents you issue, so that we can assess your current position and propose practical next steps.