Brasilien¶
Siehe auch
Helpful resources for the Brazilian localization, including onboarding materials and videos:
Module¶
The following modules related to the Brazilian localization are available:
Name |
Technische Bezeichnung |
Beschreibung |
|---|---|---|
Brasilien - Buchhaltung |
|
Brazilian fiscal localization package, complete with the Brazilian chart of accounts, taxes, tax report, fiscal positions, and document and identification types. |
Brasilien - Buchhaltungsberichte |
|
Buchhaltungsberichte für Brasilien. |
AvaTax Brazil, Avatax Brazil Sale & Test SOs for the Brazilian Avatax |
|
Berechnung der Umsatzsteuer durch Avalara. |
EDI für brasilianische Buchhaltung |
|
Bietet elektronische Rechnungsstellung über Avatax. |
EDI für brasilianische Buchhaltung für Verkauf |
|
Fügt einige Felder zu Verkaufsaufträgen hinzu, die auf die Rechnung übertragen werden. |
EDI für brasilianische Buchhaltung für Kassensystem |
|
Bietet elektronische Rechnungsstellung über Avatax im Kassensystem. |
EDI für brasilianische Buchhaltung für E-Commerce |
|
Ermöglicht die Steuerberechnung und EDI für E-Commerce-Benutzer. |
EDI für brasilianische Buchhaltung für Bestand |
|
Fügt lieferungsbezogene Informationen zum NF-e hinzu. |
Brasilien - Website Verkauf |
|
Ermöglicht die Steuerberechnung und EDI für E-Commerce-Benutzer. |
Brasilien - Verkauf |
|
Verkaufsänderungen für Brasilien |
Brasilien - Verkauf Abonnement |
|
Verkaufsabonnementänderungen für Brasilien |
Bemerkung
Die Kernmodule der Lokalisierung werden automatisch mit der Lokalisierung installiert. Der Rest kann manuell installiert werden: installed.
Lokalisierungsübersicht¶
The Brazilian localization package ensures compliance with Brazilian fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Brazil’s standards.
The Brazilian localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:
Chart of accounts: a predefined structure tailored to Brazilian accounting standards
Taxes: pre-configured tax rates, including standard VAT, zero-rated, and exempt options.
Kontenplan¶
Im Kontenplan werden die Konten automatisch in ihren entsprechenden Steuern und den Standardfeldern für Verbindlichkeiten und Forderungen abgebildet.
Bemerkung
Der Kontenplan für Brasilien basiert auf dem SPED-Kontenplan, der eine Grundlage für die benötigten Konten bietet.
Steuern¶
Taxes are automatically created and configured when installing the Brazilian localization. Avalara uses some to compute taxes on sales orders or invoices.
Taxes used for services must be manually added and configured, as the rate may differ depending on the city where the service is offered.
Wichtig
NFS-e can’t be issued for service taxes created manually. To electronically send an NFS-e, compute taxes using Avalara.
Warnung
Do not delete taxes, as they are used for the AvaTax tax computation. If deleted, Odoo creates them again when used in an SO or invoice, computing taxes with AvaTax. However, the account used to register the tax must be reconfigured in the tax’s Definition tab, under the Distribution for invoices and Distribution for refunds sections.
Company and contacts¶
To use all the features of this fiscal localization, the following fields are required on the company record:
Name
Adresse (Stadt, Bundesland, PLZ, Land hinzufügen)
Geben Sie im Feld Straße den Straßennamen, die Hausnummer und zusätzliche Adressdaten an.
Geben Sie im Feld Straße2 die Nachbarschaft ein.
Identifikationsnummer: CNPJ oder CPF
Steuer-ID: mit der Identifikationsart verbunden
IE: Bundesstaatenregistrierung
IM: Bundesdistriktregistrierung
SUFRAMA-Code: (Superintendence of the Manaus Free Trade Zone - hinzufügen, wenn anwendbar)
Telefon
E-Mail
Konfigurieren Sie das Feld Steuerinformation im Reiter Verkauf & Einkauf:
Add the Fiscal Position for AvaTax Brazil.
Steuerregelung: (Föderale Steuerregelung)
ICMS-Steuerzahlertyp: gibt die ICMS-Regelung, den Befreiungsstatus oder Nicht-Steuerzahler an
Hauptaktivitätssektor
Configure the following extra Fiscal Information to issue NFS-e:
Add the Fiscal Position for AvaTax Brazil.
COFINS-Details: Steuerpflichtig, Nicht Steuerpflichtig, Steuerpflichtig mit Steuersatz 0 %, Steuerbefreiung, Ausgesetzt
PIS-Details: Steuerpflichtig, Nicht Steuerpflichtig, Steuerpflichtig mit Steuersatz 0 %, Steuerbefreiung, Ausgesetzt
CSLL Taxable if the company is subject to CSLL or not
Tipp
If it is a simplified regime, the ICMS rate must be configured. To do so, go to , scroll down to the Taxes section, and set the Sales Tax and Purchase Tax fields in the Default Taxes section.
The same configuration applies to the relevant contact form when using the AvaTax integration.
Bemerkung
Wählen Sie die Option Unternehmen für einen Kontakt mit einer Steuernummer (CNPJ), oder markieren Sie Einzelperson für einen Kontakt mit einem CPF.
AvaTax-Integration¶
Bemerkung
Make sure to install the AvaTax Brazil (
l10n_br_avatax) module.Odoo ist ein zertifizierter Parner von Avalara Brasilien.
The Avalara AvaTax integration uses In-App-Purchases (IAPs) to compute taxes and handle electronic documents (e.g., NF-e, NFS-e). Each action consumes credits from the IAP credit balance. On creation, new databases receive 500 free credits.
To compute the goods and services tax and process electronic invoices, the following configurations are needed:
Konfiguration¶
Anmeldedaten¶
Activate AvaTax in Odoo and, in the AvaTax Brazil section, add the administrator’s email address for the AvaTax portal in the AvaTax Portal Email field, then click Create account.
Warnung
When testing or creating a production AvaTax Portal Email integration in a sandbox or production database, use a real email address, as it is needed to connect to Avalara and set up the certificates, whether to test or use it on production.
There are two different Brazilian Avalara Portals:
One for testing: https://portal.sandbox.avalarabrasil.com.br/
One for production: https://portal.avalarabrasil.com.br/
When the account is created from Odoo, select the right environment. Moreover, the email used to open the account cannot be used to open another account. Save the API ID and API Key when the account is created from Odoo.
After the account is created from Odoo, go to the Avalara Portal to set up the password:
Rufen Sie das Avalara-Portal auf.
Click Meu primeiro acesso.
Add the email address used in Odoo to create the Avalara/AvaTax account, and click Solicitar Senha.
An email will then be received with a token and a link to create a password. Click on this link and copy-paste the token to allocate the desired password.
Tipp
If you use AvaTax in Odoo for tax computation only, setting a password or accessing the Avalara portal is unnecessary. However, to use the electronic invoice service, access to AvaTax is needed, and the certificate must be uploaded.
Bemerkung
API credentials can be transferred. This option should be used only when an account has already been created in another Odoo instance and must be reused.
A1-Zertifikatsupload¶
To issue electronic invoices, a certificate must be uploaded to the AvaTax portal.
The certificate will be synchronized with Odoo as long as the external identifier number in the AvaTax portal matches, without special characters, with the CNPJ number, and the identification number (CNPJ) in Odoo matches the CNPJ in AvaTax.
Wichtig
Some cities require the certificate to be linked within the City Portal system before issuing NFS-e from Odoo.
If an error message from the city that says Your certificate is not linked to the user is received, this process needs to be done in the city portal.
Steuerpositionen¶
To set up the Automatic Tax Mapping (Avalara Brazil) fiscal position, enable the Detect Automatically and Use AvaTax Brazil API options.
Siehe auch
Produkte¶
To use the AvaTax integration on sales orders and invoices, enter the following information in the Sales tab of the product form under the Brazil Accounting section, based on how the product will be used.
Elektronische Rechnungen für Waren (NF-e)¶
Wichtig
The Avalara integration works on a credit-based system, where each interaction with Avalara consumes one credit. Below are the main credit-consuming operations:
Sales application
Tax calculation on quotations and sales orders.
Accounting application
Tax calculation on invoices.
Electronic invoice submission (NF-e or NFS-e).
Occasional operations: (each step is billed separately)
Bemerkung
If taxes are calculated in the Sales app, and the invoice is later issued in the Accounting app, the calculation happens twice, consuming two credits.
Example
CEST Code: tax classification code identifying goods and products subject to tax substitution under ICMS regulations, and helps determine the applicable tax treatment and procedures for specific items. The product’s applicability to this requirement can be verified at https://www.codigocest.com.br/.
Mercosul NCM-Code: (Mercosur-Produktcode mit Gemeinsamer Nomenklatur)
Source of Origin: origin of the product, which can be foreign or domestic, among other possible options, depending on the specific use case
SPED Fiscal Product Type: fiscal product type according to the SPED list table
Verwendungszweck: beabsichtigter Verwendungszweck dieses Produkts
Bemerkung
Odoo erstellt automatisch drei Produkte, die für Transportkosten im Zusammenhang mit Verkäufen verwendet werden. Diese heißen Fracht, Versicherung und Andere Kosten und sind bereits konfiguriert. Wenn weitere Produkte erstellt werden sollen, duplizieren Sie diese und verwenden Sie dieselbe Konfiguration:
Produktart: Dienstleistung
Transportkostentyp: Versicherung, Fracht oder Sonstige Kosten).
Elektronische Rechnungen für Dienstleistungen (NFS-e)¶
Wichtig
The Avalara integration works on a credit-based system, where each interaction with Avalara consumes one credit. Below are the main credit-consuming operations:
Sales application
Tax calculation on quotations and sales orders.
Accounting application
Tax calculation on invoices.
Electronic invoice submission (NF-e or NFS-e).
Invoice status check (1 credit is consumed each time the invoice status is checked).
Occasional operations: (each step is billed separately)
Bemerkung
If taxes are calculated in the Sales app and the invoice is later issued in the Accounting app, the calculation happens twice, consuming two credits.
Example
Mercosul NCM-Code: (Mercosur-Produktcode mit Gemeinsamer Nomenklatur)
Verwendungszweck: beabsichtigter Verwendungszweck dieses Produkts
Service Code Origin: Servicecode der Stadt, in der der Anbieter registriert ist
Labor Assignment: checkbox to select if the service involves labor
Transport Cost Type: type of transport costs to select
Service Codes: City Service Code where the service will be provided; if no code is added, the Service Code Origin will be used.
Steuerberechnung¶
Siehe auch
Steuerberechnung auf Angeboten und Verkaufsaufträgen¶
Lösen Sie einen API-Aufruf aus, um Steuern auf ein Angebot oder einen Verkaufsauftrag automatisch mit AvaTax auf eine der folgenden Arten zu berechnen:
- Angebotsbestätigung
Bestätigen Sie ein Angebot, damit es zu einem Verkaufsauftrag wird.
- Manueller Auslöser
Click Compute Taxes Using AvaTax.
- Vorschau
Click Preview.
- Email a quotation/sales order
Versenden Sie ein Angebot oder Verkaufsauftrag per E-Mail an einen Kunden.
- Online-Angebotszugriff
Wenn ein Kunde online auf das Angebot zugreift (über die Portalansicht), wird der API-Aufruf ausgelöst.
Steuerberechnung auf Rechnungen¶
Lösen Sie einen API-Aufruf aus, um Steuern auf einer Kundenrechnung automatisch mit AvaTax auf eine der folgenden Arten zu berechnen:
- Manueller Auslöser
Click Compute Taxes Using AvaTax.
- Vorschau
Click Preview.
- Online-Rechnungszugriff
Wenn ein Kunde online auf die Rechnung zugreift (über die Portalansicht), wird der API-Aufruf ausgelöst.
Bemerkung
Die Steuerposition muss auf Automatische Steuerzuordnung (Avalara Brasilien) gesetzt werden, damit eine dieser Aktionen die Steuern automatisch berechnet.
Buchhaltung¶
Elektronische Dokumente¶
Konfiguration¶
A series number is linked to a sequence number range for electronic invoices. To configure the series number on a sales journal, go to and set it in the Series field. If more than one series is needed, a new sales journal must be created, and a new series number must be assigned for each series.
Enable the Use Documents? option as the Series field will only be displayed if the Use Documents? option is selected on the journal.
When issuing electronic and non-electronic invoices, the Type field selects the document type used when creating the invoice.
Bemerkung
When creating the journal, ensure the Dedicated Credit Note Sequence field in the Accounting Information section is unchecked, as in Brazil, sequences between invoices, credit notes, and debit notes are shared per series number, which means per journal.
Kundenrechnungen¶
To process an electronic invoice for goods (NF-e) or services (NFS-e), the invoice must be confirmed and taxes must be computed by Avalara. The following fields must be filled out:
Customer, with all customer information
Payment Method: Brazil: Specify the expected payment method.
Document Type: Select (55) Electronic Invoice (NF-e) or (SE) Electronic Service Invoice (NFS-e).
Other Info tab:
Fiscal Position set as Automatic Tax Mapping (Avalara Brazil).
Some optional fields depend on the nature of the transaction. These fields in the Other Info tab are not required, so in most cases, leaving them blank will not result in errors from the government when the invoice is submitted:
Freight Model determines how the goods are planned to be transported - domestic.
Transporter Brazil determines who is doing the transportation.
Then, click Send. In the Print & Send window, click Process e-invoice and any other options, such as Download or Email. Finally, click Send to process the invoice with the government.
Bemerkung
All fields available on the invoice used to issue an electronic invoice are also available on the sales order, if needed. When creating the first invoice, the Document Number field is displayed and allocated as the first number to be used sequentially for subsequent invoices.
Gutschriften¶
If a sales return needs to be registered, a credit note can be created in Odoo and sent to the government for validation.
Bemerkung
Gutschriften sind nur für elektronische Rechnungen für Waren (NF-e) verfügbar.
Lastschriften¶
If additional information needs to be included or values that were not accurately provided in the original invoice need to be corrected, a debit note can be issued.
Bemerkung
Lastschriften sind nur für elektronische Rechnungen für Waren (NF-e) verfügbar.
Only the products included in the original invoice can be included in the debit note. While changes can be made to the product’s unit price or quantity, products cannot be added to the debit note. The purpose of this document is only to declare the amount to be added to the original invoice for the same or fewer products.
Rechnungsstornierung¶
It is possible to cancel an electronic invoice that the government validated.
Bemerkung
Check whether the electronic invoice is still within the cancellation deadline, which may vary according to each state’s legislation.
Elektronische Rechnungen für Waren (NF-e)¶
To cancel an e-invoice for goods (NF-e) in Odoo, click Request Cancel and add a cancellation Reason on the pop-up that appears. To send this cancellation reason to the customer via email, enable the E-mail checkbox.
Bemerkung
This is an electronic cancellation, which means that Odoo will send a request to the government to cancel the NF-e. It will then consume one IAP credit, as an API call occurs.
Elektronische Rechnungen für Dienstleistungen (NFS-e)¶
To cancel an e-invoice for services (NFS-e) in Odoo, click Request Cancel. There is no electronic cancellation process in this case, as not every city has this service available. The user needs to cancel this NFS-e on the city portal manually. Once that step is completed, they can request the cancellation in Odoo, which will cancel the invoice.
Korrekturschreiben¶
A correction letter can be created and linked to an electronic invoice for goods (NF-e) that the government validated.
To do so in Odoo, click Correction Letter and add a correction Reason to the pop-up. To send the correction reason to a customer via email, enable the E-mail checkbox.
Bemerkung
Korrekturschreiben sind nur für elektronische Rechnungen für Waren (NF-e) verfügbar.
Invoice number range invalidation¶
A range of sequences that are assigned to sales journals can be invalidated by the government if they are not currently used and will not be used in the future. To do so, go to , open the journal, click the (gear) icon, and select Invalidate Number Range (BR). On the Invalidate Number Range (BR) wizard, add the Initial Number and End Number of the range that should be cancelled, and enter an invalidation Reason.
Bemerkung
Invoice number range invalidation is only available for electronic invoices for goods (NF-e).
The journal’s chatter records the log of the cancelled numbers, along with the XML file.
Lieferantenrechnungen¶
When receiving an invoice from a supplier, encode the bill in Odoo by adding all the commercial information and the same Brazilian-specific information recorded on the customer invoices.
These Brazilian-specific fields are:
Payment Method: Brazil: Specify the expected payment method.
Document Type: used by the vendor
Document Number: the invoice number from the supplier
Frachtmodell: NF-e-spezifisch, wie Waren transportiert werden sollen – national
Transporter Brazil (Transporteur Brasilien) NF-e-spezifisch bestimmt, wer den Transport vornimmt
Point of sale NFC-e¶
The NFC-e is a legal document that supports selling goods or merchandise to the final customer. Like the NF-e, the electronic customer invoice is also issued in XML file format and has an auxiliary document (DANFC-e) known as the NFC-e Summary. This electronic document can be issued through Odoo Point of Sale.
Its legal validity is guaranteed by the digital signature and by each Brazilian state’s SEFAZ (Secretaria da Fazenda).
Wichtig
The Avalara integration operates on a credit-based system. Each operation that involves communication with Avalara consumes one credit. The following operations within the Point of Sale (POS) application are subject to credit consumption:
Tax calculation at the time of sale
Electronic invoice issuance (NFC-e)
Bemerkung
Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction consumes two credits.
Siehe auch
Konfiguration¶
Install the Brazilian Accounting EDI for POS (l10nbr_edi_pos)
module and make sure to activate AvaTax.
CSC details¶
Go to and scroll to the Taxes section. In the NFC-e configuration section, complete the following CSC (Taxpayer Security Code) fields:
CSC ID: The CSC ID or CSC Token is an identification of the taxpayer security code, which can have 1 to 6 digits and is available on the official website of your state’s Department of Finance (SEFAZ).
CSC Number: The CSC Number is a code of up to 36 characters that only you and the Department of Finance know. It is used to generate the QR Code of the NFC-e and ensure the authenticity of the DANFE.
Bemerkung
The information required for these fields can be generated through the SEFAZ website of each Brazilian State by the company’s accountant.
Produktkonfiguration¶
Access the relevant product form in POS, then configure the product’s Brazil Accounting fields.
Point of sale¶
Go to and make sure that the relevant Point of Sale is selected at the top of the screen. Then, scroll to the Accounting section and configure the Brazilian EDI fields:
Series
Next number: the next NFC-e number in the sequence to be issued, for instance, if the last number issued in SEFAZ is
100, the Next number will be101.
Arbeitsablauf¶
Eine NFC-e generieren¶
To generate an NFC-e, follow these steps:
Validate the payment to calculate taxes and issue an NFC-e. The valid NFC-e appears on the right side of the screen.
Bemerkung
It is also possible to issue an NFC-e that identifies the customer by their CPF/CNPJ. To do so, click Customer, search for the customer, or create a new one.
The following are mandatory fields to issue a CPF/CNPJ identified NFC-e:
Name
City and State where the invoice is being issued
CPF/CNPJ
Click Validate. The NFC-e appears, highlighting the customer’s CPF on the print.
Click Print or Send via e-mail to deliver the invoice to the customer.
NFC-e ticket print¶
After generating and validating the NFC-e, click Print to deliver the invoice.
Bemerkung
The Odoo NFC-e feature is compatible with any thermal printer and does not require an Odoo IoT Box.
Re-issuing a PoS order with an NFC-e error¶
If the NFC-e returns an error, follow these steps:
Correct the error.
Re-issue the NFC-e by clicking the (menu) icon and selecting Orders.
Filter the list to show only Paid orders and click Details. The error is displayed.
Click Send NFC-e.
Bemerkung
If the error has been corrected and the PoS session is closed, Odoo logs the tax adjustment in the chatter of the related journal entry. The journal entry for the order indicates that the taxes were incorrectly calculated. In this case, reprocessing the NFC-e is required.
NFC-e refunds & cancellations¶
Refunds can be processed directly in Odoo, but cancellations must be performed through the official government portal.
When the process is finalized, the approved return NF-e is created, meaning the previous NFC-e is canceled.
Wichtig
SEFAZ only allows cancellation of an NFC-e within 30 minutes of its issuance on the SEFAZ website. After this period, a manual refund must be processed, along with the issuance of a Return of Goods NF-e.