Issue ICMS tax credit fiscal documents (Brazil)

This article describes how to create a new tax fiscal document and generate a Nota Fiscal eletrônica (NF-e) in Brazil with Microsoft Dynamics 365 Finance.

You can create a new tax fiscal document and generate an NF-e. When you post the document, an NF-e XML message is generated and submitted to the Secretaria da Fazenda (SEFAZ).

The following procedure uses the BRMF demo company.

to create a new tax fiscal document and generate an NF-e, follow these steps.

1. In Dynamics 365 Finance, go to General ledger > Journal entries > All tax fiscal documents.
2. Select New.
3. In the Tax fiscal document type field, select the type of tax transfer fiscal document (ICMS tax transfer between fiscal establishments or ICMS tax credit installment).
4. In the Fiscal establishment ID field, enter or select a value.
5. In the Account type field, select an option. When you're doing an ICMS tax transfer, select a vendor to receive the tax credit from another fiscal establishment, or select a customer to transfer the tax credit to another fiscal establishment.
6. In the Account number field, enter or select a value. The fiscal establishment must be a vendor or customer.
7. In the Document model field, enter or select a value.
8. In the Access key field, enter a value.
9. In the Date field, enter a date.
10. Select Save.
11. Select Add line.
12. In the Item description field, enter a value.
13. In the list, mark the selected row.
14. In the CFOP field, enter or select a value.
15. In the Sales tax code field, enter or select a value.
16. In the Amount field, enter a number.
17. Select Save.
18. Select Post.
19. Select OK.
20. Close the page.