Prerequisites for EFD ICMS IPI

Note:

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

Before you generate EFD ICMS IPI files, ensure you meet the following prerequisites:

If required by the state tax authority, define posting notes for the ICMS tax.

For more information, see Defining ICMS Posting Notes.
Create the ICMS assessment record and generate the ICMS assessment report.

For more information, see Assessing ICMS.
Create the inventory assessment record and generate the inventory ownership and custody report.

For more information, see Inventory Ownership and Custody Report for Brazil.
If you manufacture goods:
- Ensure you've enabled manufacturing-related features, such as:
  - Advanced Bill of Materials
  - Assembly Items
  - Manufacturing Work in Progress
  - Outsourced Manufacturing
  - Work Orders
  For more information, see Manufacturing Overview and Enabling Features.
- Create the IPI assessment record and generate the IPI assessment report.
  
  For more information, see Assessing IPI.

Ensure that the transactions you enter in NetSuite meet these criteria for inclusion in the EFD ICMS IPI file:

-	Sales transactions	Purchase transactions
Calculated taxes	ICMS IPI Both ICMS and IPI	ICMS IPI Both ICMS and IPI
E-document category	Electronic invoice for goods SAT cash receipt	Electronic bill of lading Electronic invoice for goods Tax, expense, or utility bill
E-document model	Model 55 required for the electronic invoice for goods category Model 55, 59, or 65 required for the SAT cash receipt category	Model 57 or 67 required for the electronic bill of lading category Model 55 required for the electronic invoice for goods category Model 06, 66, 28, 29, or 21 required for the tax, expense, or utility bill category
E-document status	Certified status required for electronic invoices for goods	Certified status required for electronic invoices generated from import bills