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Fiscal Checklist

Use the fiscal checklist to track action items for fiscalization in supported regions before going live with Point of Sale.

This table serves as a checklist for Fiscal regions supported by Point of Sale, including comments and reference articles. Use this checklist to track all necessary action items required for fiscalization in the designated country before going live.

Tip
Tip A file of this checklist template can be downloaded at the bottom of this article.
Task France Germany Portugal Austria Italy Mexico Spain Comments
Create merchant company in EFSTA Portal ✓ ✓ N/A ✓ N/A ✓ ✓  
Enable fiscalization ✓ ✓ ✓ ✓ ✓ ✓ ✓  
Enter tax identifier ✓ ✓ ✓ ✓ ✓ ✓ ✓  
Enter fiscal values for additional store settings that vary from one country to another ✓ N/A ✓ N/A ✓ ✓ N/A  
Receipt configuration ✓ ✓ ✓ ✓ ✓ ✓ ✓

Configuration consists of fiscal data PS tags, paper receipt layout, and transaction e-receipt template.

Order signing fiscal unit via EFSTA Portal N/A ✓ N/A ✓ N/A N/A N/A  
Receipt document series registration N/A N/A ✓ N/A N/A N/A N/A

Register four document series per register through merchant's login account on the Tax Authority website to obtain four ATCUD codes per register.

For Prod environments, manual intervention is currently required from Backend as they need to expose it via CMS. For Staging, Backend can configure dummy ATCUD codes for test registers; no need to register document series.

Receipt ID prefix configuration N/A N/A ✓ N/A N/A N/A N/A  
Configure four ATCUD codes for each document series per register in Backend table N/A N/A ✓ N/A N/A N/A N/A

For Prod environments, manual intervention is currently required from Backend as they need to expose it via CMS. For Staging, Backend can configure dummy ATCUD codes for test registers; no need to register document series.

Activate each POS register N/A N/A N/A ✓ N/A N/A ✓

Point of Sale must provide guidance and support to ensure proper registration/activation of each PROD register via the EFSTA Portal.
Merchant access to EFSTA Portal ✓ ✓ N/A ✓ N/A N/A ✓

Merchant's email required to grant access to the company created in EFSTA Portal.

References: Help article.

Fiscal data download ✓ ✓ ✓ ✓ N/A N/A ✓

Merchant's email required to grant access to the company created in EFSTA Portal.

References: Help article.

Logo Bitmap URL N/A N/A N/A N/A ✓ N/A N/A  
Configure Customer Information and Cart Option layout N/A N/A ✓ N/A N/A N/A ✓

Customer Information and Cart Option layout required to capture the customer's full name and related Tax/VAT identifier information. The layouts need to be configured in Staging and Production environments across all app configs.

References: Customer Info, Cart Option

Note
Note If this checklist doesn’t cover your country or fiscal engine, use Point of Sale Fiscalization SPIs to connect the POS to an external fiscal system. Fiscalization SPIs support transaction processing, receipt printing, control operations such as login and logout, system health checks, and capture of government response fields in transaction logs.