When to use
Use Tax when the company needs to issue invoices for sales or services made in Notfy, correct an already authorized invoice, import received purchases or deliver reports to the accountant.The Management > Tax & Fiscal menu appears only when the Tax module is included in your company’s plan. Each person also needs Tax access permission (configured in Settings > Teams and permissions). If the menu does not appear, talk to the account administrator.
How the module works
1
Register the issuing company
Create a Notfy Tax (NFS-e) integration with CNPJ (Brazilian company tax ID), tax regime and address. See Issuing company.
2
Review the tax profiles
Each invoice type has a profile with the taxation rules. It only applies once confirmed. See Tax profiles.
3
Check readiness
Notfy points out pending items before issuance. See Readiness check.
4
Issue and track
Issue from a sale or manually and track the status. See Issue invoices and Tax documents.
Pages in this section
Notfy uses a partner tax issuer to communicate with the city hall and SEFAZ (state tax authority). The tax rule is your company’s responsibility: confirm profiles and codes with your accountant before issuing in production.
Issuing company
Start with the issuer registration.
Financial
The sales that invoices are issued from.