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Receive vendor fiscal documents (fixed assets - PIS and COFINS long term recoverable) (Brazil)

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This article describes how to post a fiscal document received from the acquisition of fixed assets and then recover the PIS and COFINS taxes for Brazil n Microsoft Dynamics 365 Finance.

You can post a fiscal document that you receive from the acquisition of fixed assets. You can recover the ICMS or PIS/COFINS taxes, or both. You can also recover monthly refund installments. These amounts are used to deduct the amount that is due during the tax assessment.

The following procedure uses the BRMF demo company.

To post a fiscal document received from the acquisition of fixed assets, follow these steps.

  1. In Dynamics 365 Finance, go to Procurement and sourcing > Purchase orders > All purchase orders.
  2. Select New.
  3. In the Vendor account field, enter or select a value.
  4. Select OK.
  5. Select Add line.
  6. In the list, mark the selected row.
  7. In the Item number field, enter or select a value.
  8. In the CFOP field, enter or select a value.
  9. In the Site field, enter or select a value.
  10. In the Warehouse field, enter or select a value.
  11. In the Quantity field, enter a number.
  12. In the Unit price field, enter a number.
  13. Select Save.
  14. Expand the Line details section.
  15. Select the Fixed assets tab.
  16. In the New fixed asset? field, select Yes.
  17. In the Fixed asset group field, enter or select a value.
  18. Select the Financial dimensions tab.
  19. In the CostCenter field, enter or select a value.
  20. In the Filial field, enter or select a value.
  21. Select Save.
  22. On the Action Pane, select Purchase.
  23. Select Confirm.
  24. Close the page.
  25. Go to Accounts payable > Purchase orders > All purchase orders.
  26. In the list, select the link in the selected row.
  27. On the Action Pane, select Invoice.
  28. Select Invoice.
  29. Select Default from: Product receipt quantity to open the drop dialog.
  30. In the Default quantity for lines field, select an option.
  31. Select OK.
  32. In the Document model field, enter or select a value.
  33. In the Access key field, enter a value.
  34. In the Invoice date field, enter a date.
  35. Select Save.
  36. Select Post.
  37. Close the page.