(BRA) Set up fiscal information

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

You can set up fiscal information for legal entities, customers, and vendors. You can also set up fiscal information for a product that is released to a Brazilian legal entity.

Set up fiscal information for a legal entity

1. Click Organization administration > Setup > Organization > Legal entities.

2. Select or create a legal entity. For more information, see Create or modify a legal entity.

3. On the Statutory reporting FastTab, in the CNAE field, enter the Classificação Nacional de Atividades Econômicas (CNAE), or the national classification of the economic activities of the legal entity.

   Note

   You can set up the Cadastro Nacional de Pessoa Jurídica (CNPJ), Cadastro de contribuinte mobiliário (CCM), and Inscrição Estadual (IE) in the CNPJ/CPF, CCM, and IE fields in the Fiscal establishments form when you create the fiscal establishment that is related to the primary address of the legal entity. CNPJ is the taxpayer registration number for Brazilian companies, CPF is the taxpayer registration number for Brazilian individuals, CCM is the municipal registration number of the city where the customer or vendor is based, and IE is the state registration number of the customer.

Set up fiscal information for a customer

1. Click Accounts receivable > Common > Customers > All customers.

   –or–

   Click Sales and marketing > Common > Customers > All customers.

2. Double-click a customer account, or on the Action Pane, click Customer to create a customer account. For more information, see Create a customer record.

3. In the Customers form, on the Fiscal information FastTab, select the Final user check box to indicate that the customer is the final user.

4. Select the ICMS contributor check box to indicate that the customer contributes Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) tax.

5. In the Presence type field, select the presence type of the fiscal operation.

   Note

   This control is available only if cumulative update 8 for AX2012 R3 is installed.

6. In the CNPJ/CPF and IE fields, enter the taxpayer registration number and state registration number of the customer.

7. In the CCM field, enter the municipal registration number of the city where the customer is based.

8. In the NIT field, enter the Número de Identificação do Trabalhador (NIT), or identification number, of the worker.

   Note

   This field is available only if you select Person in the Record type field.

9. In the INSS-CEI field, enter the Instituto Nacional do Seguro Social – Cadastro específico do INSS (INSS-CEI) number, or Brazilian Security Institute number.

   Note

   This field is available only if you select Person in the Record type field.

10. In the CNAE field, enter the national classification of the economic activities of the customer.

11. In the Foreigner ID field, enter the unique identification number of a customer who is a foreign national. The length of the foreign ID must be between 5 and 20 characters.

    Note

    This control is available only if cumulative update 8 for AX2012 R3 is installed.

12. Select the Service on delivery address check box to use service codes and Instituto Brasileiro de Geografia e Estatistica (IBGE) codes based on the city of the delivery address.

13. If the customer is located in the Superintendência da Zona Franca de Manaus (SUFRAMA) region, follow these steps:

    1. Select the SUFRAMA check box to indicate that the customer belongs to the SUFRAMA region.

    2. In the SUFRAMA number field, enter the subscription number of the customer at SUFRAMA.

       Note

       This field is available only if you select the SUFRAMA check box.

    3. Select the Discount PIS and COFINS check box to indicate that Programa de Integração Social (PIS) and Contribuição para o financiamente da securidade social (COFINS) are exempt for SUFRAMA customers.

       Note

       This field is available only if you select the SUFRAMA check box.

14. Select the Generate incoming fiscal document check box to generate an incoming fiscal document when you post a customer invoice for a sales return.

Set up fiscal information for a vendor

1. Click Accounts payable > Common > Vendors > All vendors.

   –or–

   Click Procurement and sourcing > Common > Vendors > All vendors.

2. Double-click a vendor account, or on the Action Pane, click Vendor to create a vendor account. For more information, see Create a vendor account.

3. In the Vendors form, on the Fiscal information FastTab, in the CNPJ/CPF and IE fields, enter the taxpayer registration number and state registration number of the vendor.

   Note

   The IE field is available only if you select Organization in the Record type field.

4. In the CCM field, enter the municipal registration number of the city where the vendor is based.

5. In the NIT field, enter the identification number of the worker.

   Note

   This field is available only if you select Person in the Record type field.

6. In the INSS-CEI field, enter the Brazilian Security Institute number.

   Note

   This field is available only if you select Person in the Record type field.

7. In the CNAE field, enter the national classification of economic activities of the vendor.

   Note

   This field is available only if you select Organization in the Record type field.

8. In the Foreigner ID field, enter the unique identification number of a vendor who is a foreign national. The length of the foreign ID must be between 5 and 20 characters.

   Note

   This control is available only if cumulative update 8 for AX2012 R3 is installed.

9. Select the Generate incoming fiscal document check box to generate an incoming fiscal document when you post a vendor invoice.

10. Select the Use and consumption check box to indicate that the purchase that is made from the vendor is for consumption. If you select this check box, the ICMS tax base includes any Imposto sobre Produtos Industrializados (IPI) tax and freight charges.

11. In the Income code field, enter the income code of the vendor.

12. Select the ICMS contributor check box to indicate that the vendor contributes ICMS tax.

13. In the Presence type field, select the presence type of the fiscal operation.

    Note

    This control is available only if cumulative update 8 for AX2012 R3 is installed.

14. Select the Service on delivery address check box to use service codes and IBGE codes based on the city of the delivery address.

Set up fiscal information for a product

1. Click Product information management > Common > Released products.

2. Double-click a product, or on the Action Pane, click Product to create a released product. For more information, see Key tasks: Release products and Key tasks: Define products.

3. Depending on the version that you are using, do one of the following:

   • In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: In the Released product details form, on the Fiscal information FastTab, in the Taxation origin field, select one of the following options to indicate the taxation origin for the product:

     • National, not related to codes 3 to 5

     • Imported, direct import, not related to code 6

     • Imported, acquired in internal market, and not related to code 7

     • National, import content greater than 40 percent

     • National, production compliant with Decreto-Lei nº 288/67, and laws nºs 8.248/91, 8.387/91, 10.176/01 e 11.484/07

     • National, import content lower than or equal to 40 percent

     • Imported, direct import, no similar item in internal market, and included in the CAMEX list and natural gas

     • Imported, acquired in internal market, with no similar in country/region, and included in the CAMEX list and natural gas

   • In Microsoft Dynamics AX 2012 R2: In the Taxation origin field, select National (produced in country/region), Direct import (produced abroad), or Import acquired internally (produced abroad) as the taxation origin for the product.

4. In the Fiscal classification code field, select the fiscal classification code for the product.

   Note

   This field is available only for products of type Item.

5. In the Exception code field, select the fiscal classification exception code.

   Note

   This field is available only for products of type Item.

6. In the Product type field, select the type of the product.

7. In the Service code field, select the fiscal classification that is applied to the service.

   Note

   This field is available only for products of type Service.

8. Select the ICMS on service check box to indicate that ICMS tax is applied for the service.

   Note

   This field is available only for products of type Service.

See also

(BRA) Fiscal establishments (form)

(BRA) Legal entities (modified form)

(BRA) Customers (modified form)

(BRA) Vendors (modified form)

(BRA) Released product details (modified form)