Generating Auxiliary Reports for Brazil

To generate an auxiliary report for Brazil:

1. Go to Reports > Tax > Country Tax Reports.

2. In the Subsidiary field, select a Brazilian subsidiary.

   NetSuite automatically populates the Nexus field with the nexus associated with the subsidiary.

3. If your subsidiary has more than one nexus and the default isn't from Brazil, in the Nexus field, select the Brazilian nexus.

4. In the Report Name field, select the auxiliary report you want to generate:

5. In the Start Date field, select the start date for the report.

6. In the End Date field, select the end date for the report.

   Each type of report has its own periodicity. Select the dates according to the report you're generating.

7. If you want to apply additional filters and preferences to the report, click Open Brazil Reports Settings.

   The Brazil Reports Settings page opens.

   1. If you're generating a Simples Nacional assessment, in the Assessment Method field, choose which method you use to assess the amounts.

      • Accrual Basis - Considers the amounts earned from e-documents certified in the period.

      • Cash Basis - Considers the amounts paid by customers to your company during the period.

   2. If you're generating a withheld taxes on services report, do the following:

      1. Choose the assessment method you use to withhold CRSF on outgoing transactions:

         • If you withhold CSRF on certification, check Include CSRF Withheld on an Accrual Basis for Outgoing Transactions.

         • If you withhold CSRF on payment, check Include CSRF Withheld on a Cash Basis for Outgoing Transactions.

      2. Choose the assessment method you use to withhold CRSF on incoming transactions:

         • If you withhold CSRF on certification, check Include CSRF Withheld on an Accrual Basis for Incoming Transactions.

         • If you withhold CSRF on payment, check Include CSRF Withheld on a Cash Basis for Incoming Transactions.

      Important:

      You must choose the assessment method based on the withholding method set for the Type of Date parameter type in your tax determination rules. NetSuite uses this parameter to identify whether the taxes were withheld on certification or payment. For more information, see Parameter Types for Brazil.

   3. Click Save.

   4. Close the Brazil Reports Settings page.

8. Click Generate.

   NetSuite starts generating the report.

9. On the Report Execution Log subtab, locate the generated report.

   The latest report appears at the top of the list.

10. In the View | Download column, wait for the loading bar to complete.

    If the report covers a long period, it may take a few minutes to finish. You're notified through email when the report is ready.

11. Click View.

    The download page opens.

    • To download the report as a PDF, click .

    • To download the report as a XLS, click .

      Due to a system limitation, you can only download XLS files with sizes up to 10 MB.

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