Fiscal Tables overview

Data relating to taxes and information that is required by government authorities to be included on Invoices is maintained in Fiscal Tables. To maintain data under Fiscal Tables, see Maintaining data in Fiscal Tables.

Fiscal Identification data (T)

Fiscal identifier types are used to classify applicable fiscal tax by legal entity. The Business Partner details received from SOR have the fiscal identification type assigned by Tax Engine, according to the details in the tax identification elements of the BODS.

The validation types can be assigned as the Business Partner and address details are received from the ERP – the engine supports the following:

  • CNPJ

    Cadastro Nacional da Pessoa Jurídica (CNPJ) or the National Registry of Legal Entities is an identification number issued to Brazilian companies by the Secretariat of the Federal Revenue of Brazil. CNPJ is a 14-digit number that must be included on all receipts and invoices in Brazil. Tax authorities assign an eight-digit company registration number that makes up the first part of the CNPJ. The following four digits refer to the business place or branch. Company headquarters are usually assigned the number 0001 for this section of the identification number, with other branches receiving different numbers.

  • CPF

    Cadastro de Pessoas Físicas (CPF) or the National Persons Register is a number assigned by the Brazilian Federal Revenue to both Brazilians and resident aliens who are subject to taxes in Brazil.

  • IE

    Inscrição Estadual or State registration is a twelve-digit identification number issued to Brazilian companies collecting ICMS taxes. IE is mandatory for each and every company operating in the sectors of trade, industry and intermunicipal, or interstate transportation services.

  • IM

    Inscrição Municipal is the taxpayer identification number at the Municipal Tax Register. Municipal registration is the license that should be in a place visible to all the company's headquarters. Fiscal identification types are automatically assigned to Company and Business Partners in the Fiscal Complement by Fiscal Entity session.

  • Not Applicable

    This is used if none of the other tax algorithms would work for a company’s tax ID, which happens to non-Brazil users of the Tax Web Service.

Fiscal Document Type data (T)

You can define different fiscal document type codes in Tax Engine. This will define the type of transaction of goods and services between your company, suppliers, and customers, and decide the applicable taxes for each type of document. The SOR must send a fiscal document type code to Tax Engine. This code must exist and represent the fiscal operation. In this regard, a fiscal document type record is an essential data in Tax Engine.

Each type of operation is related to a different functionality and is usually used as a key to determine fiscal searches. For example, Sale, Shipment, Price Complement, Services, Consigned Sale, etc. Fiscal document types are internal NF Engine data that is related to an SOR fiscal document type code.

When creating a Fiscal Document in the ERP or when using the Tax Web Service, you must supply a fiscal document type. This is a vital piece of information to Tax Engine. The Nota Fiscal process differs depending on the Fiscal Document type that is being processed.

For Origin type ‘Output’, you may select from the list of applicable Fiscal document types:

  • Purchase with request

  • Purchase without request

  • Service delivery

  • Transfer of goods

  • Shipment

  • ICMS complement

  • IPI complement

  • Price complement

  • Return of goods

  • Client Fiscal Doc

  • Reversal

  • Debit note

  • Electric Bill

  • Transport service

  • Telecommunications service

  • Communication service

  • Knowledge of Air Transport

  • Knowledge of Rail transport

  • Knowledge of Aquatic Transport

  • Knowledge of Road Transport

  • Knowledge of Multimodal Transport

  • Triangular Shipment

  • Triangular operation invoicce

  • Shipment from third

  • Real return shipping of others

  • Symbolic Triangular Shipment

  • Symbolic shipment NPT

  • Complement

  • Shipment repairs return

  • Consigned shipment

  • Consigned symbolic shipment

  • Consigned purchase

  • Consigned goods return

  • Import

  • Return on car

  • Return outside establishment

  • Loan return

  • ICMS credit

  • Repair receipt (Service)

  • Repair purchase (Service)

  • Repair return (WCS)

  • Restricted depot shipment

  • Restricted depot real return

  • Restricted depot symbolic departure

  • Others

  • Return of general shipment warehouse

  • Return of general warehouse

  • Return of general symbolic warehouse

  • Return of general outside warehouse

  • RA simple invoicing

  • RA simple shipment

  • CRF simple invoicing

  • CRF simple shipment

  • Shipment from third symb. triang. op.

For Origin type 'input', you may select from the list of applicable Fiscal document types:

  • Sale with request

  • Sale without request

  • Service

  • Transfer of goods

  • Shipment

  • ICMS complement

  • IPI Complement

  • Price Complement

  • Suppliers goods return

  • Interest Invoice

  • Reversal Invoice

  • Import

  • Custome goods return

  • Triangular op. shipment

  • Triangular op. invoice

  • Shipment to third

  • Return of shipment from third

  • Real return of shipment from third

  • Triangular op. symbolic shipment

  • Symbolic shipment TNP

  • Repair Return

  • Consigned shipment

  • Consigned symbolic shipment

  • Consigned Sale

  • Consigned Return

  • ICMS credit

  • Shipment to car

  • Sale on car

  • Shipment outside establishment

  • Sale outside establishment

  • Shipment loan

  • Sale Loan

  • Repair return (Service)

  • Third shipment (WCS)

  • Restricted depot shipment

  • Restricted depot real return

  • Restricted depot symbolic return

  • Restricted depot symbolic outbound

  • General depot shipment

  • General depot real return

  • General depot symbolic return

  • General warehouse simple shipment

  • General warehouse symbolic departure

  • FA simple invoice

  • FA simple shipment

  • VEF simple invoicing

  • VEF simple shipment

  • Others

  • Receipt fiscal document

  • ICMS credit (outbound)

  • Import complement

  • Shipment to third symb. triang. op.

Text Pattern data

Text patterns are used to specify messages that you want to be printed on your Invoices. Texts may be specific to customers, items, fiscal document type, or a combination of these. A text pattern can also be used to provide complementary information about the fiscal document. Text patterns, based on defined searches, are generated in your orders' header details. Fiscal texts are added to every line of a Nota Fiscal and are returned to the ERP in the Tax Web Service.

Grouping Codes data (T)

Grouping Codes are used in Searches to automatically suggest fiscal data and tax information in an inbound or outbound fiscal transaction. Grouping code forms a part of fiscal data of transaction's item lines. You can create grouping codes which you can assign to a Fiscal Document Type.