Generating Tax Bills for Brazil in Batch

Note:

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

Tax bill generation batches enable you to generate multiple tax bills from a tax assessment. For example, if you created an ICMS assessment, you can generate tax bills for payable ICMS, ICMS ST, ICMS DIFAL, FCP, and FCP ST amounts in one batch.

Before you create a batch, ensure that you created a tax assessment and completed the generation of the report for that assessment. For more information, see Tax Assessment for Brazil.

Tip:

You can create a batch directly from the tax assessment record. NetSuite leverages the information in the assessment to populate the fields in the Tax Bills Generation page and automatically searches for payable tax amounts. For more information, see Generating Tax Bills for Brazil from Tax Assessments.

To generate tax bills for Brazil in batch:

1. Go to Transactions > Payables > Tax Bills Batch.

   The Tax Bills Generation page opens.

2. In the Tax Assessment field, select the type of tax assessment from which you want to generate tax bills.

3. In the Subsidiary field, select the subsidiary for which you want to generate tax bills.

4. In the Posting Period field, select the posting period of the tax assessment.

5. Click Search.

   NetSuite searches for payable taxes that match the search criteria and populates the table on the page with the results.

6. Under Tax Bill Information, fill in information you want to apply to all tax bills in the batch you're generating:

   1. In the Date field, select the date you want to apply to the tax bills.

      This date determines when the transaction is recognized for accounting and reporting purposes.

   2. In the Location field, select the location you want to associate with the tax bills.

   3. In the Department field, select the department or division you want to associate with the tax bills.

   4. In the Class field, select the class or category you want to associate with the tax bills.

   Note:

   The page displays the Location, Department, and Class fields if these features are enabled in your account. For more information, see Enabling Features.

7. Check the box next to each payable tax for which you want to generate tax bills.

   In the tax bills, NetSuite includes the taxes as line items.

8. Review each payable tax and fill in the following fields:

   1. In the Tax Revenue Code column, select the revenue code for the payable tax.

      If the revenue code you want isn't on the list, you can create a record for it. For more information, see Creating Tax Revenue Codes for Brazil.

      If the revenue code you want isn't on the list, you may need to create it or associate it with the type of tax assessment you're billing. For more information, see Tax Revenue Codes for Brazil.

   2. To add or adjust the tax authority associated with a tax bill, in the Vendor column, select the tax authority.

      NetSuite populates this information if you defined a default vendor in the item record. For more information, see Setting Up Tax Items for Brazil.

9. Click Generate Tax Bills.

   NetSuite redirects you to the Tax Bill Generation Batch page. The page lists all tax bill generation requests in the batch alongside their details and status.

10. Click Refresh until the Status column shows Complete.

    This status indicates that the tax bill was successfully generated.

11. If the Status columns shows Failed, verify the Status Details column for information on what's missing or incorrect.

12. (Optional) To view a tax bill, in the Transaction Number column, click the number.

    NetSuite opens the transaction.

Related Topics

• Tax Bills for Brazil
• Setting Up Tax Items for Brazil
• Generating Tax Bills for Brazil from Tax Assessments
• Creating Standalone Tax Bills for Brazil

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