Tax and tax reform
From order to invoice. The accountant validates.
Tatiana Brandão, an AI agent, prepares the NF-e, NFC-e, and NFS-e from the order and organizes the tax calculation and SPED. A person on your team issues them; the accountant validates.
Tatiana Brandão
Tax · Invoices, tax calculation, and compliance
AI agent
The module’s agent
You issue the invoice. Tatiana prepares it and checks the rules.
Tatiana Brandão prepares each invoice with the taxes from the tax setup and organizes the month’s tax work. Issuing is an action only people take, and the tax classification is defined with your accountant.
Tatiana, prepare the invoice for Distribuidora Aurora’s order 0412.
I prepared NF-e 1.284 for order 0412: 3 items, R$ 48.750,00, shipping from Filial Campinas to Curitiba. The invoice carries interstate ICMS, PIS, and Cofins from the tax setup, with CBS and IBS alongside. I checked the 3 items: all have NCM and rates registered for Paraná. The invoice is waiting for you to issue it.
Prepares the NF-e, NFC-e, and NFS-e from the order, with CBS and IBS alongside current taxes
Checks each item’s NCM, rate by state, and tax regime, and flags what’s missing before issuance
Tracks the legislation and simulates tax regimes
Organizes the month’s tax calculation and prepares the SPED files
Delivers the compliance report and sets aside what the accountant needs to validate
Document
NF-e 1.284 · Order 0412
NF-e
Sale and return of goods, shipments, and transfers between branches. The invoice starts from the order, with the customer, items, and freight.
NFC-e
Sales to the end consumer, in a physical store or on delivery, with the payment method stated on the invoice.
NFS-e
Services rendered, with the service code and the municipality’s ISS, from the order or contract.
Supplier invoice
The XML of the supplier’s NF-e stays linked to the purchase order and the stock receipt.
Cancellation and correction
Cancellations and correction letters are done by a person, with the reason, the date, and the name of who did it.
XML stored
The XML of each issued and received invoice is stored by company and by month, for your team and your accountant.
Tax reform
CBS and IBS arrive gradually. Invoices show both systems.
From 2026 to 2033, CBS (federal) replaces PIS and Cofins, and IBS (state and municipal) replaces ICMS and ISS. During the transition, each invoice carries today’s taxes and the new ones, with each year’s rules in the tax setup. Each product’s classification is validated by your accountant.
Test year
Invoices start to show CBS and IBS separately, at test rates of 0.9% and 0.1%. The amount is offset against PIS and Cofins, and companies that meet the ancillary obligations are exempt from paying it.
CBS comes in
CBS starts being collected, and PIS and Cofins cease to exist. IPI drops to zero, except for products that are also manufactured in the Manaus Free Trade Zone. In 2027 and 2028, IBS continues at a test rate.
ICMS and ISS transition
ICMS and ISS drop by one tenth per year, and IBS grows by the same amount. Invoices calculate both sides each year.
Full new model
ICMS and ISS cease to exist. Consumption is taxed by CBS and IBS.
Tax setup, tax calculation, and SPED
Rules live in the tax setup. SPED comes from the invoices.
Each company in the account has its own tax regime: Simples Nacional, Lucro Presumido, or Lucro Real. Tax codes and rates by NCM, by origin and destination state, and by effective period are defined with your accountant. At month end, Tatiana organizes the tax calculation and prepares the SPED files from issued and received invoices, in the official layout of each filing.
Rates by NCM, by origin and destination state, and by effective period
Rules by regime: Simples Nacional, Lucro Presumido, or Lucro Real
Monthly tax calculation by tax and by company
EFD ICMS/IPI, when the regime and the state require it
EFD-Contribuições, while PIS and Cofins still exist
Open items set aside for the accountant to validate
Legislation tracked
Tatiana tracks the legislation, such as the stages of the tax reform in Brazil. The rules in the tax setup are still defined with your accountant.
Regime simulation
In Brazil, Tatiana simulates Simples Nacional, Lucro Presumido, and Lucro Real for your company to compare.
Compliance report
The report brings together what Tatiana checked in the invoices and in the tax setup. Open items are kept separate for the accountant to validate.
Issue, cancel, or correct
Tatiana prepares the invoice; issuing, canceling, and correcting are actions taken by people. Cancellations and correction letters require a reason, and the system records who did it and when.
Define the classification
Each product’s NCM, tax codes, and rates are defined with your accountant. Tatiana applies the setup and flags what’s missing.
Choose the regime
Tatiana simulates tax regimes; in Brazil, Simples Nacional, Lucro Presumido, and Lucro Real. The choice is up to your company, with your accountant.
Validate and transmit
Your accountant validates the tax calculation and transmits the SPED files. Tatiana sets aside what they need to review.
See tax at work, from order to invoice with CBS and IBS.
In the demo, with sample data, you see an invoice prepared from the order, the tax setup by NCM and state, the month’s tax calculation, and what Tatiana sets aside for the accountant to validate. If you can, bring your accountant.
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