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Fiscal establishment tax attributes (Brazil)

This article describes how to create one or more fiscal establishments for a legal entity in Brazil with Microsoft Dynamics 365 Finance.

The following procedure walks through how to create one or more fiscal establishments for a legal entity. A fiscal establishment requires a Cadastro Nacional da Pessoa Jurídica (CNPJ) or Inscrição Estadual (IE) tax registration number. You can group fiscal establishments and set up tax groups for each fiscal establishment group in the Taxes matrix page. The procedure uses the BRMF demo company.

To create one or more fiscal establishments for a legal entity, follow these steps.

  1. In Dynamics 365 Finance, go to Organization administration > Organizations > Legal entities.
  2. In the Name field, select the link.
  3. Expand the Addresses section.
  4. Select Add.
  5. In the Name or description field, enter a value.
  6. In the Purpose field, enter or select a value.
  7. In the Country/region field, enter a value.
  8. Select Yes.
  9. In the ZIP/postal code field, enter a value.
  10. In the Street number field, enter a value.
  11. Select OK.
  12. Close the page.
  13. Go to Organization administration > Organizations > Fiscal establishments > Fiscal establishment groups.
  14. Create a new fiscal establishment group.
  15. In the Fiscal establishment group field, enter a value.
  16. In the Description field, enter a value.
  17. Select Save.
  18. Close the page.
  19. Go to Organization administration > Organizations > Fiscal establishments > Fiscal establishments.
  20. Create a new fiscal establishment.
  21. In the Fiscal establishment ID field, enter a value.
  22. In the Fiscal establishment group field, enter or select a value.
  23. In the CNPJ field, enter the CNPJ of the new fiscal establishment.
  24. Expand the Address section.
  25. In the Name field, enter or select a value.
  26. In the IE field, enter the IE of the fiscal establishment based on the state in the address.
  27. Select Save.
  28. Close the page.
  29. Go to Inventory management > Setup > Inventory breakdown > Sites.
  30. Select New.
  31. In the Site field, enter a value.
  32. In the Name field, enter a value.
  33. In the Fiscal establishment ID field, enter or select a value.
  34. Expand the Financial dimensions section.
  35. In the Filial field, select the link.
  36. Select New.
  37. In the Dimension value field, enter a value.
  38. In the Description field, enter a value.
  39. Select Add to open the dialog.
  40. Select Add.
  41. Select Save.
  42. Close the page.
  43. In the Filial field, enter or select a value.
  44. Select Save.
  45. Close the page.
  46. Go to Organization administration > Organizations > Fiscal establishments > Fiscal establishments.
  47. Open the Advanced row selection dialog.
  48. In the Fiscal establishment ID field, enter a filter value of "NovaFilial" using the "is exactly" filter operator.
  49. Select Fiscal document types.
  50. Select New.
  51. In the Fiscal document type field, enter a value.
  52. In the Name field, enter a value.
  53. In the Series field, enter a value.
  54. In the Fiscal document number sequence field, enter or select a value.
  55. In the Document model field, enter or select a value.
  56. Select Save.
  57. Close the page.