1. Country-Specific Features
  2. Brazil Help Topics
  3. Brazil-specific SuiteApps
  4. Brazil Reports
  5. Statutory Reports for Brazil
  6. Prerequisites for Generating Statutory Reports for Brazil

Prerequisites for Generating Statutory Reports for Brazil

Note:

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

Before you generate statutory reports with the Brazil Reports SuiteApp, ensure you have properly set up your account and meet each report's prerequisites.

Prerequisites for ECD

If you use cost centers, before you generate ECD files, do the following:

Prerequisites for ECF

Before you generate ECF files, create the IRPJ and CSLL assessment record.

For more information, see Assessing IRPJ and CSLL.

Prerequisites for EFD ICMS IPI

Before you generate EFD ICMS IPI files, ensure you meet the following prerequisites:

  • If required by the state tax authority, define posting notes for the ICMS tax.

    For more information, see Defining ICMS Posting Notes.

  • Create the ICMS assessment record and generate the ICMS assessment report.

    For more information, see Assessing ICMS.

  • Create the inventory assessment record and generate the inventory ownership and custody report.

    For more information, see Inventory Ownership and Custody Report for Brazil.

  • If you manufacture goods:

    • Ensure you have enabled manufacturing-related features, such as:

      • Advanced Bill of Materials

      • Assembly Items

      • Light Manufacturing

        Note:

        The Light Manufacturing feature must be shared to your NetSuite account before you enable it. For more information about Light Manufacturing, contact your account manager.

      • Outsourced Manufacturing

      • Work Orders

      For more information, see Manufacturing Overview and Enabling Features.

    • Create the IPI assessment record and generate the IPI assessment report.

      For more information, see Assessing IPI.

  • Enter your transactions in NetSuite and ensure that they meet the following criteria for the system to include them in the EFD ICMS IPI file:

    • Sales transactions

      • Calculated taxes – ICMS, IPI, or both

      • E-document category – Required

        • Electronic invoice for goods

        • SAT cash receipt

      • E-document model – Required

        • For electronic invoices for goods, 55

        • For SAT cash receipts, 55, 59, or 65

      • E-document status – For electronic invoices for goods, the certified status is required

    • Purchase transactions

      • Calculated taxes – ICMS, IPI, or both

      • E-document category – Required

        • Electronic bill of lading

        • Electronic invoice for goods

        • Tax, expense, or utility bill

      • E-document model – Required

        • For electronic bills of lading, 57

        • For electronic invoices for goods, 55

        • For tax, expense, or utility bills, 06, 66, 28, 29 or 21

      • E-document status – For electronic invoices for goods generated from import bills, the certified status is required

Prerequisites for EFD Contribuições

Before you generate EFD Contribuições files, ensure you meet the following prerequisites:

  • If you use cost centers, do the following:

  • Create the PIS and COFINS assessment record and generate the PIS and COFINS assessment report.

    For more information, see Assessing PIS and COFINS.

  • Enter your transactions in NetSuite and ensure that they meet the following criteria for the system to include them in the EFD Contribuições file:

    • Sales transactions involving goods

      • Calculated taxes – PIS and COFINS

      • E-document category – Required

        • Electronic invoice for goods

        • SAT cash receipt

      • E-document model – Required

        • For electronic invoices for goods, 55

        • For SAT cash receipts, 55, 59, or 65

      • E-document status – For electronic invoices for goods, the certified status is required

    • Purchase transactions involving goods

      • Calculated taxes – PIS and COFINS

      • E-document category – Electronic invoice for goods

      • E-document model – 55

      • E-document status – For electronic invoices for goods generated from import bills, the certified status is required

    • Sales and purchase transactions involving services

      • Calculated taxes – PIS and COFINS

      • Certified e-document number – Required

      • Date – Required

        • In purchase transactions, the transaction date set in the Date field

        • In sales transactions, the date set in the RPS Date field

      • E-document category – Electronic invoices for services

      • E-document status – For electronic invoices for services generated from sales transactions, the certified status is required

Prerequisites for EFD-Reinf

Before you generate the EFD-Reinf, ensure you meet the following prerequisites:

  • Set up your account to generate and send the EFD-Reinf.

  • Set up your vendor records with information relevant for the EFD-Reinf.

    • If you send the R-2010 and R-4020 events, define the Contribuição Previdenciária sobre a Receita Bruta (CPRB) taxpayer status of the vendors.

    • If you receive services from vendors outside of Brazil, fill in the fields related to beneficiaries abroad.

      For more information, see Setting Up Vendors for Brazil.

  • Set up your service items with information relevant for the EFD-Reinf.

    • Select the classification of the provided service.

    • If you send the R-4020 event, select the nature of the income.

      For more information, see Creating Items for Brazil.

  • Enter your transactions in NetSuite and ensure that they meet the following criteria for the system to include them in EFD-Reinf events:

    • Calculated taxes – Required

      • For R-2000 series events, withheld INSS

      • For R-4000 series events, withheld CSRF and IRRF

        Note:

        NetSuite can also consider transactions with individually calculated PIS, COFINS, and CSLL taxes instead of aggregated in the CSRF.

        For more information, see Separate Withheld COFINS, CSLL, and PIS Taxes from CSRF, SuiteAnswers ID 1016816.

    • Certified e-document number – Required

    • Date – The date set in the RPS Date field.

    • E-document category – Electronic invoices for services

    • E-document status – The certified status is required

    • Transaction type – Required

      • For the R-2010 and R-4020 events, vendor bill

      • For the R-2020 events, invoice

Related Topics

General Notices