When to use
At month end, to deliver the data to the accountant or check what was issued in a period.Before you start
- Tax module and access to Reports enabled for your profile.
- For the SPED, the accountant’s data is required; it can come from the tax integration (see Issuing company).
How to access
Open Reports > Report Center and choose Tax Report.Report types
- Issued Invoices
- Tax Ledger (CSV)
- SPED Fiscal (EFD ICMS/IPI)
Lists the period’s invoices. Use Generate PDF for the preview, or Export CSV, or else Send by email.
Filters
Generate the SPED
1
Choose the type and the company
Select SPED Fiscal (EFD ICMS/IPI). The period comes pre-filled with the previous month.
2
Adjust the period
The SPED is monthly: enter the first to the last day of the same month, otherwise “The SPED is monthly” appears.
3
Check the accountant
In the Responsible accountant (record 0100) section, check name, CRC, CPF, firm’s CNPJ, municipality code and email. Name, CRC and CPF are required.
4
Download and send to the accountant
Use Review preview and then Download SPED (.txt).
Send by email
In the invoices report and the tax ledger, Send by email asks for the email server (an SMTP integration must be configured), the format and the recipient’s email. Large reports are generated in the background and arrive by email.Reports
Overview of the reports.
Tax documents
Look up individual invoices.