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A tax profile describes how an operation is taxed: service code, tax rates, withholdings, CFOP (operation code), ICMS, PIS and COFINS. It works like the “nature of operation” of a management system.

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When to use

Before the first issuance and whenever the legislation, the company’s regime or the type of operation changes (for example, a service within the municipality and a service outside it).

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Before you start

  • The issuing company must be saved, with the Tax Regime defined: the ICMS, PIS and COFINS options depend on it.
  • If possible, review the values with your accountant.

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Where they are

Profiles are in the edit view of the Notfy Tax (NFS-e) integration, on the Tax profiles tab below the form. The tab shows a badge with the number of draft profiles.

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Create a profile

1

Open the Tax profiles tab

Edit the tax integration and scroll to Tax profiles. Click to create a new profile.
2

Fill in the Identification tab

Enter Name, Type (Service (NFS-e) or Product (NF-e / NFC-e)), Effective from and Effective until. Turn on Default for this type so it is used when the issuance does not choose another one. Use Notes / legal basis to record the source of the rule.
3

Fill in the Taxation tab

The fields change according to the type. See the table below.
4

Save and confirm

The profile starts as Draft. Open Actions > Confirm review for it to apply to issuances.
Only Confirmed profiles within their validity period are used in issuance. Changing the taxation or the validity dates of a confirmed profile sends it back to Draft, and it must be confirmed again.

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Taxation tab fields

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Confirm the review

By confirming, you declare that you have reviewed the parameters. Notfy checks consistency with the regime: if there is an error, “Fix before confirming” appears with the list. For services, if the LC 116 code is not in the city hall’s list, the profile is confirmed, but a warning appears to check the code with your accountant or the city hall.

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Tax treatment per product

Stock products can have their own treatment (for example, auto parts with tax substitution). It takes priority over the profile. See Products and services.

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Frequently asked questions

Yes. Mark one as Default for this type; the others can be chosen at issuance, in the Tax profiles section of the wizard.
What you type at issuance prevails over the confirmed profile, and the profile prevails over old integration values.
Prefer creating a new profile with Effective from on the date of the change and closing the old one under Effective until.

Readiness check

Check that everything is ready to issue.

Issue invoices

Use the profiles when issuing.
Last modified on November 10, 2026