Maintaining Tax Code (T)

Specify a tax code to identify your Tax Code data and provide convenience during searching.

Provide a description of Tax Code data.

Select Tax type.

Some fields are enabled for editing depending on the tax type that you selected.

Select a fiscal benefit, such as whether the tax is taxable, exempt, or suspended.

Search and select a tax situation code. Click OK. This field is not required if not operating in Brazil.

Search and select texts to be associated to the Tax type and will be used in the Fiscal Document. Click OK.

Search and select a formula calculation to determine the formula that is used in calculating the tax base. Click OK.

See Creating a Base Formula Calculation (T).

This field is mandatory.

Search and select a fiscal retention code. Click OK. This field is not required if not operating in Brazil.

Search and select an IPI legal table. Click OK. This field is not required if not operating in Brazil.

The code is based on Tax Incidence Table on Industrialized Products. This field is enabled when IPI tax type is selected.

Search and select an ISS Service code. Click OK. This field is not required if not operating in Brazil.

Search and select a Service Taxation code. Click OK. This field is not required if not operating in Brazil.

Select an origin operation for NFSe from the list. This field is enabled only for tax types ISS and ISS Retained. This field is not required if not operating in Brazil.

Specify the allowed rate to reduce tax base. This reduction must be set also in Base Formula Calculation.

Specify the allowed rate to reduce tax amount after its calculation.

Specify the allowed rate to recover tax amount.

Specify the allowed rate to use in cases of tributary substitution of ICMS, where the profit margin of your customer base will be built into the calculation of the tax so it can be collected in advance. This field is not required if not operating in Brazil.

Specify the allowed rate of tax value calculated that will be aggregated to goods amount.

Specify the percentage of value charged to customer.

Specify the percentage rate of tax that will be subtracted from the total amount of the fiscal document.

Search and select a fiscal base formula. This field allows the user to define the formula for calculating the tax base for fiscal books, which is the formula for calculating the base that will serve as reference for calculating the columns Exempt or not taxed and Other.

If you leave this field blank, the system will continue using the formula for calculating the tax base for determining the fiscal data.

Specify the amount that the system will use to consider the difference between rounded value and calculated value.

Usually, the base reduction value is sent to the fiscal book as column Exempt. If you select this check box, the base reduction value will be sent as column Others.

Select this check box to allow receipt, fiscal documents presenting a differential rate of ICMS. This field is not required if not operating in Brazil.

Select this check box to allow overwrite tolerance value with NFe. This field is not required if not operating in Brazil.

In some situations, such as consumption and fixed asset, the value of the differential tax rate should go to the cost of the item.

Select an exoneration reason.

Select any of these options:

• Source

  The replacement value of the GST tax will be added to the total tax receipt.

• Target

  The value of the ICMS tax substitution will not be added to the total tax receipt.

• Not Applicable

  In the case of knowledge of freight, the value of the ICMS tax substitution will not be added.

If you select this check box, the system will use this profit margin on the basis of tax calculation.