> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Tax report

> Generate the issued invoices report, the tax ledger in CSV and the SPED Fiscal draft, filtering by company, type, status and period.

The **Tax Report** gathers the issued invoices and exports the files the accountant uses for tax calculation.

## 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](https://docs.notfy.ai/en/fiscal/empresa-emissora.md)).

## How to access

Open **Reports > Report Center** and choose **Tax Report**.

## Report types

> [tab] Issued Invoices
>
> Lists the period's invoices. Use **Generate PDF** for the preview, or **Export CSV**, or else **Send by email**.

> [tab] Tax Ledger (CSV)
>
> Exports the ledger as a CSV spreadsheet (semicolon separator) with the **Export CSV** button.

> [tab] SPED Fiscal (EFD ICMS/IPI)
>
> Generates the SPED file for the accountant to validate. The **Review preview** button shows a summary and **Download SPED (.txt)** downloads the file. Sending by email is not available for this type.

## Filters

| Filter | Note |
| :- | :- |
| **Report Type** | Issued Invoices, Tax Ledger (CSV) or SPED Fiscal (EFD ICMS/IPI). |
| **Issuing company (tax ID)** | Appears with more than one company. Required for SPED. |
| **Document Type** | NFS-e, NF-e or NFC-e (does not apply to SPED). |
| **Status** | Authorized, Processing or Canceled (does not apply to SPED). |
| **Start date** and **End date** | Required for SPED; the end date cannot be earlier than the start date. |

## 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)**.

> [!WARNING]
>
> The generated SPED is a draft for the accountant to validate in the official program (PVA). Do not transmit it without that review.

## 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.

> [card] [Reports](https://docs.notfy.ai/en/relatorios.md)
>
> Overview of the reports.

> [card] [Tax documents](https://docs.notfy.ai/en/fiscal/notas-fiscais.md)
>
> Look up individual invoices.


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