Create a tax assessment - IPI tax (Brazil)

This article describes how to create a tax assessment for the Imposto sobre Produtos Industrializados (IPI) tax for a given booking period in Brazil with Microsoft Dynamics 365 Finance.

You can create a tax assessment for the IPI tax for a given booking period. The tax assessment considers the IPI tax amount to recover and the IPI tax amount to pay from the fiscal documents. For the amount that is due after the tax assessment, you can create the tax payment.

The following procedure uses the BRMF demo company.

To create a tax assessment for the IPI tax for a given booking period, follow these steps.

1. In Dynamics 365 Finance, go to Fiscal books > Common > Booking period.
2. Select Create new booking period to open the drop dialog.
3. In the Fiscal establishment field, enter or select a value.
4. In the Month field, select a month.
5. In the Year field, enter a number.
6. Select OK.
7. Select Sync.
8. Select OK.
9. Close the page.
10. Go to Fiscal books > Common > Tax assessment > IPI.
11. Select IPI tax assessment to open the drop dialog.
12. In the Booking period field, enter or select a value.
13. Select OK.
14. Select Tax payment.
15. Select Create from assessment.
16. Select Edit.
17. In the Receita Code field, enter a value.
18. In the list, mark the selected row.
19. In the Due date field, enter a date.
20. Expand the General section.
21. In the Authority field, enter or select a value.
22. Select Post.
23. Close the page.