Prerequisites for Generating Tax Assessments for Brazil

Note:

To access the Brazil Reports documentation in Brazilian Portuguese (Português do Brasil), see Brazil Reports.

Before you generate tax assessments with the Brazil Reports SuiteApp, ensure you meet each assessment's prerequisites.

Prerequisites for ICMS Assessment

Ensure that the transactions you enter in NetSuite meet the following criteria for inclusion in the ICMS assessment:

Transaction type

Outgoing transactions

  • Cash sale

  • Invoice

  • Outbound delivery

  • Vendor credit

Incoming transactions

  • Goods return

  • Import bill

  • Inbound delivery

  • Vendor bill

Calculated taxes

  • ICMS

  • ICMS DIFAL

  • ICMS ST

  • FCP

  • FCP ST

E-document category

  • Electronic bill of lading

  • Electronic invoice for goods

  • SAT cash receipt

  • Tax, expense, or utility bill

E-document model

  • Model 57 required for the electronic bill of lading category

  • Model 55 required for the electronic invoice for goods category

  • Model 59 or 65 required for the SAT cash receipt category

  • Model 06, 66, 28, or 29 required for the tax, expense, or utility bill category

E-document status

E-documents generated from the following transactions require the Certified status:

  • Goods return

  • Import bill

  • Invoice

  • Inbound delivery

  • Outbound delivery

  • Vendor credit

Prerequisites for IPI Assessment

Ensure that the transactions you enter in NetSuite meet the following criteria for inclusion in the IPI assessment:

Transaction type

Outgoing transactions

  • Cash sale

  • Invoice

  • Outbound delivery

  • Vendor credit

Incoming transactions

  • Goods return

  • Import bill

  • Inbound delivery

  • Vendor bill

Calculated taxes

IPI

E-document category

  • Electronic invoice for goods

  • SAT cash receipt

E-document model

  • Model 55 required for the electronic invoice for goods category

  • Model 55, 59, or 65 required for the SAT cash receipt category

E-document status

E-documents generated from the following transactions require the Certified status:

  • Goods return

  • Import bill

  • Invoice

  • Inbound delivery

  • Outbound delivery

  • Vendor credit

Prerequisites for ISS Assessment

Ensure that the transactions you enter in NetSuite meet the following criteria for inclusion in the ISS assessment:

Transaction type

Invoice

Calculated taxes

ISS

Certified e-document number

Required

Date

RPS Date

E-document category

Electronic invoice for services

E-document status

Certified

Prerequisites for PIS and COFINS Assessment

Ensure that the transactions you enter in NetSuite meet the following criteria for inclusion in the PIS and COFINS assessment:

Transaction type

Outgoing transactions

  • Cash sale

  • Invoice

  • Outbound delivery

  • Vendor credit

Incoming transactions

  • Goods return

  • Import bill

  • Inbound delivery

  • Vendor bill

Calculated taxes

  • PIS

  • COFINS

Certified e-document number

Required

Date

  • RPS Date field required for invoices

  • Date field required for vendor bills

E-document category

  • Electronic bill of lading

  • Electronic invoice for goods

  • SAT cash receipt

  • Tax, expense, or utility bill

E-document model

  • Model 57 required for the electronic bill of lading category

  • Model 55 required for the electronic invoice for goods category

  • Model 59 or 65 required for the SAT cash receipt category

  • Model 06, 66, 28, or 29 required for the tax, expense, or utility bill category

E-document status

E-documents generated from the following transactions require the Certified status:

  • Goods return

  • Import bill

  • Invoice

  • Inbound delivery

  • Outbound delivery

  • Vendor credit

Related Topics

General Notices