Taxes
Automatic Billing features a complete tax calculation engine for the Brazilian market, with support for multiple tax regimes, withholdings, and the new CBS/IBS system.
Tax Calculation Engine
The calculation engine determines all applicable taxes based on tax rules, the company profile, and the customer's tax type.
Tax Profile
The tax profile defines the tax configuration of each company (legal entity) within the organization.
Fiscal Periods
Fiscal periods aggregate invoices for monthly or quarterly tax assessment.
Tax Rules
Tax rules allow configuring tax rates with different levels of specificity.
Fiscal Reports
The fiscal reports area (/dashboard/fiscal/reports) consolidates the information needed for accounting close and for generating ancillary tax obligations. The data is built from the organization's paid invoices, issued NF-e, withholdings and closed tax periods.
Withholdings at Source
Withholdings are taxes retained by the payer (customer) that must be tracked, reported, and offset.
Simples Nacional
The system automatically calculates the DAS (Simples Nacional Collection Document) based on revenue and the correct annex.