Creating Outbound E-Document Templates for Brazil
To access the Brazil Localization SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see Brazil Localization.
Create e-document templates to generate and certify electronic invoices for Brazil.
In Brazil, because each tax authority can define specific requirements for certification, e-document templates vary according with:
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E-document category
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Tax authority
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Certification operation
The Brazil Certification Tax Authorities SuiteApp includes predefined e-document template files to meet the requirements from several Brazilian tax authorities. You can use the predefined e-document template files to create your e-document template records. For more information, see Finding Predefined E-Document Template Files for Brazil.
To create an e-document template for Brazil:
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Go to Setup > E-Documents > E-Document Templates > New.
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In the Name field, enter a name for the template.
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In the E-Document Package field, select the e-document package with which you want to associate with the template.
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In the Digital Signature Plug-in Implementation field, select E-Document Digital Signature Plug-in.
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In the Custom Data Source Plug-in Implementation field, select Brazil E-Document Data Source Plug-in.
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In the Transaction Type field, select the types of transaction in which you want to use the template.
In Brazil, the transaction types depend on the e-document's category and certification operation:
E-Document Category
Certification Operation
Transaction Type
Electronic invoice for goods
Send
Bill credit, Cash sale, Inbound delivery, Invoice, Import bill, Goods return, Outbound delivery
Cancel
E-document cancellation, Delivery journal
Check status
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Update
Correction letter
Void number
Inbound delivery, Invoice, Import bill, Goods return, Outbound delivery
Electronic invoice for services
Send
Invoice
Cancel
E-document cancellation
GNRE tax collection form
Send
Bill credit, Cash sale, Goods return, Import bill, Invoice, Inbound delivery, Outbound delivery
Check status
—
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In the Subsidiary field, select the subsidiaries that generate and certify e-documents for Brazil with the template.
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Under Template Content, in the Content Type field, select XML.
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In the Template for Outbound E-Documents field, enter the XML content of the outbound e-document template.
If available, you can paste in this field the content of the predefined e-document template file from the Brazil Certification Tax Authorities SuiteApp.
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Click Save.
For more information about e-document templates, see Creating E-Document Templates.
Related Topics
- Setup for Electronic Invoicing for Brazil
- Creating the E-Document Sending Method for Brazil
- Creating Additional Information Presets
- Creating Estimated Taxes for Brazil
- Setting Up Transaction Natures for Brazil
- Associating the Brazil Certification Monitoring Plug-in with Tax Authorities
- Service Codes for Manaus (AM)