The Taxpayer FastTab on the Company Information page allows you to manage taxpayer details required for fiscal integration with Fiskaly SIGN ES. From this page, you can create or import taxpayer records, retrieve verified taxpayer details, and handle the agreement process using digital signatures.
In this article
How to create or edit a Taxpayer
Taxpayer field reference
The Taxpayer card collects two groups of fields that are sent to Fiskaly when the taxpayer record is created or updated.
Identification
| Field | Purpose |
|---|---|
| Tax Number | The taxpayer's NIF / CIF as registered with the Spanish tax authority (AEAT). |
| Legal Name | The official legal name of the company as it appears in the tax register. |
| Territory | The tax territory in which the company operates. Determines whether the Verifactu or TicketBAI regime applies. See Verifactu and TicketBAI Compliance. |
| Type | The taxpayer entity type (for example, legal person or natural person) as required by Fiskaly. |
| State | The local status of the taxpayer record in LS Central (for example, Active or Disabled). |
| Fiskaly State | The status of the taxpayer as last reported by the Fiskaly server. This field is read-only and is updated when you use the Retrieve Taxpayer action. |
Address
| Field | Purpose |
|---|---|
| Municipality | The municipality (municipio) where the company's registered address is located. |
| City | The city of the registered address. |
| Street | The street name of the registered address. |
| Postal Code | The five-digit Spanish postal code (código postal). |
| Number | The street number of the registered address. |
| Country Code | The ISO country code (for example, ES for Spain). |
How to create or edit a Taxpayer
Click the 
icon, enter Company Information and select the relevant link.
- On the Taxpayer FastTab, click the Edit action.
- Select Create Taxpayer to generate a new taxpayer record.
- Enter all the required details, including the address information.
- Click Update Address to apply the address changes.
- To disable a taxpayer, click Disable Taxpayer, then confirm the action by selecting Yes. Note: This action is irreversible.
How to import a Taxpayer
If a taxpayer has already been created externally:
-
On the Taxpayer FastTab, click Import to load the existing taxpayer data.
How to retrieve Taxpayer data
To verify and retrieve taxpayer data:
-
Click Retrieve Taxpayer on the Taxpayer FastTab.
Generate Agreement
The Generate Agreement action initiates the creation of the taxpayer agreement document on the Fiskaly server. Run this action once the taxpayer record is complete and active. Fiskaly prepares the agreement document, which you can then download and sign.
- On the Taxpayer FastTab, click the Agreement action to open the agreement sub-menu.
- Choose Generate Agreement.
- Wait for the confirmation that Fiskaly has generated the document. The agreement is now available for download.
Note: Generate Agreement can only be run when the taxpayer's Fiskaly State is active. If the state shows an error, use Retrieve Taxpayer first to refresh the status.
Retrieve Agreement
The Retrieve Agreement action pulls the latest agreement state and metadata from Fiskaly into LS Central. Use it to check whether Fiskaly has processed a previously generated or uploaded agreement, or to verify the current agreement status before downloading.
- On the Taxpayer FastTab, click the Agreement action.
- Choose Retrieve Agreement.
- Review the updated status. If the agreement is ready to download, proceed with one of the Download actions below.
Download Agreement
The Download Agreement action downloads whichever version of the agreement Fiskaly currently holds as current — this may be the unsigned (generated) version or the signed version, depending on the progress of the agreement workflow.
- On the Taxpayer FastTab, click the Agreement action.
- Choose Download Agreement.
- Save the file to your computer. Use this file to verify the agreement content before signing.
Download Generated
The Download Generated action downloads specifically the unsigned PDF that Fiskaly produced when you ran Generate Agreement. This is the version the authorised signatory must sign offline using a valid digital signature (PAdES format) before uploading the signed copy back to Fiskaly.
- On the Taxpayer FastTab, click the Agreement action.
- Choose Download Generated.
- Save the unsigned PDF and pass it to the authorised signatory for digital signing.
Download Signed
The Download Signed action downloads the signed copy of the agreement after it has been uploaded or processed by Fiskaly. Use it to archive the completed agreement or to verify that the signed document was received correctly.
- On the Taxpayer FastTab, click the Agreement action.
- Choose Download Signed.
- Save the signed PDF as the official record of the completed agreement.
Note: Download Signed is only available after the signed agreement has been uploaded to Fiskaly. If the option is unavailable, use Retrieve Agreement to check the current agreement state.