Prerequisites for Generating Tax Assessments for Brazil
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've met the prerequisites for each assessment.
Prerequisites for ICMS Assessment
Ensure that the transactions you enter in NetSuite meet these criteria for inclusion in the ICMS assessment:
Transaction type |
Outgoing transactions
Incoming transactions
|
Calculated taxes |
|
E-document category |
|
E-document model |
|
E-document status |
E-documents generated from the following transactions require the Certified status:
|
Prerequisites for IPI Assessment
Ensure that the transactions you enter in NetSuite meet these criteria for inclusion in the IPI assessment:
Transaction type |
Outgoing transactions
Incoming transactions
|
Calculated taxes |
IPI |
E-document category |
|
E-document model |
|
E-document status |
E-documents generated from the following transactions require the Certified status:
|
Prerequisites for ISS Assessment
Ensure that the transactions you enter in NetSuite meet these 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
Before you generate PIS and COFINS assessments, ensure you meet the following prerequisites:
-
If you withhold PIS and COFINS on services, set up the nature of the withholding at source for customers involved in service transactions.
For more information, see Setting Up the Nature of the Withholding at Source for Customers.
-
If you want NetSuite to search your account for other sources of PIS and COFINS credits or contributions, set up the e-document categories for these sources.
For more information, see Setting Up E-Document Categories for Other PIS and COFINS Sources.
-
If your company is entitled to PIS or COFINS credits from the purchase of electricity, natural gas, or water, set up the nature of the calculation basis for credit.
For more information, see Setting Up the Nature of the Calculation Basis for Credit.
Ensure that the transactions you enter in NetSuite meet these criteria for inclusion in the PIS and COFINS assessment:
Transaction type |
Outgoing transactions
Incoming transactions
|
Calculated taxes |
|
Certified e-document number |
Required |
Date |
|
E-document category |
|
E-document model |
|
E-document status |
E-documents generated from the following transactions require the Certified status:
Note:
The system has a different criteria for the assessment of PIS and COFINS credits or contributions from other sources. It only considers vendor bills and non-certified invoices when it searches for other sources for PIS and COFINS. |