Creating Outbound E-Document Templates for Brazil
To access the Brazil Localization SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see Brazil Localization.
To generate and certify electronic invoices for Brazil, you need to create e-document template records.
In Brazil, because each tax authority can define specific requirements for certifying e-documents, e-document templates vary according to:
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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 provides 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 with 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)