ブラジル¶
参考
Helpful resources for the Brazilian localization, including onboarding materials and videos:
モジュール¶
The following modules related to the Brazilian localization are available:
名称 |
技術名 |
説明 |
|---|---|---|
ブラジル - 会計 |
|
Brazilian fiscal localization package, complete with the Brazilian chart of accounts, taxes, tax report, fiscal positions, and document and identification types. |
ブラジル - 会計レポート |
|
ブラジル用会計レポート |
AvaTax Brazil, Avatax Brazil Sale & Test SOs for the Brazilian Avatax |
|
Avalaraによる物品サービス税計算。 |
Brazilian Accounting EDI |
|
Provides electronic invoicing through Avatax. |
Brazilian Accounting EDI For Sale |
|
Adds some fields to sale orders that are carried over the invoice. |
Brazilian Accounting EDI for POS |
|
Provides electronic invoicing through Avatax in the POS. |
Brazilian Accounting EDI for eCommerce |
|
Allows tax calculation and EDI for eCommerce users. |
Brazilian Accounting EDI for stock |
|
Adds delivery-related information to the NF-e. |
Brazil - Website Sale |
|
Allows tax calculation and EDI for eCommerce users. |
Brazil - Sale |
|
ブラジル用販売調整 |
Brazil - Sale Subscription |
|
ブラジル向け販売サブスクリプションの変更 |
注釈
The localization's core modules are installed automatically with the localization. The rest can be manually installed.
Localization overview¶
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.
勘定科目表¶
In the chart of accounts, the accounts are mapped automatically to their corresponding taxes, and the default account payable and account receivable fields.
注釈
The Brazil chart of accounts is based on the SPED CoA, which provides a baseline of the necessary accounts.
税金¶
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.
重要
NFS-e can't be issued for service taxes created manually. To electronically send an NFS-e, compute taxes using Avalara.
警告
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:
名前
住所: 追加 都市, 州/都道府県, 郵便番号, 国
町名番地 フィールドに、町名番地名、番号、その他の住所情報を入力します。
:guilabel:`町名番地2`フィールドに、住所詳細を入力します。
識別番号: CNPJ または CPF
登録番号: 識別タイプと関連済
IE: 州/都道府県登録
IM: 市町村登録
SUFRAMA code: マナウス自由貿易地区の監督 - 適用の場合追加
電話番号
Eメール
Configure the Fiscal Information within the Sales and Purchase tab:
Add the Fiscal Position for AvaTax Brazil.
税制: 連邦税制
ICMS 納税者タイプ: ICMS税制、 免税ステータス、または 非納税者
主な活動セクター
Configure the following extra Fiscal Information to issue NFS-e:
Add the Fiscal Position for AvaTax Brazil.
COFINS 詳細: 課税、非課税、税率0%で課税、非課税、一時停止
PIS詳細 課税、非課税、税率0%で課税、非課税、一時停止
CSLL Taxable if the company is subject to CSLL or not
ちなみに
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.
注釈
税ID(CNPJ)を持つ連絡先の場合は 会社 オプションを選択し、CPFを持つ連絡先の場合は 個人 をチェックします。
AvaTax統合¶
注釈
Make sure to install the AvaTax Brazil (
l10n_br_avatax) module.OdooはAvalara Brazilの認定パートナーです。
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:
設定¶
認証情報¶
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.
警告
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:
Access the Avalara portal.
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.
ちなみに
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.
注釈
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認証アップロード¶
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.
重要
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.
会計ポジション¶
To set up the Automatic Tax Mapping (Avalara Brazil) fiscal position, enable the Detect Automatically and Use AvaTax Brazil API options.
プロダクト¶
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.
商品用電子請求書 (NF-e)¶
重要
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)
注釈
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 コード: Mercosur共通名称 プロダクトコード
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
Purpose of Use: intended purpose of use for this product
注釈
Odoo automatically creates three products to be used for transportation costs associated with sales. These are named Freight, Insurance, and Other Costs and are already configured. If more need to be created, duplicate and use the same configuration:
Product Type Service
Transportation Cost Type: Insurance, Freight, or Other Costs
サービス用電子請求書 (NFS-e)¶
重要
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)
注釈
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 コード: Mercosur共通名称 プロダクトコード
Purpose of Use: intended purpose of use for this product
サービスコード元: プロバイダが登録されている都市サービスコード
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.
税計算¶
見積書と販売オーダの税金計算¶
API|コールをトリガとして、AvaTaxを使用して見積書または販売オーダの税金を自動的に計算します:
- 見積書検証
見積を確定して販売オーダに変換します。
- 手動トリガ
Click Compute Taxes Using AvaTax.
- プレビュー
Click Preview.
- Email a quotation/sales order
見積書や販売オーダをEメールで顧客に送信します。
- オンライン見積書アクセス
顧客がオンラインで(ポータルビュー経由で)見積書にアクセスすると、|API|コールがトリガされます。
請求書での税計算¶
Trigger an API call to calculate taxes on a customer invoice automatically with AvaTax in any of the following ways:
- 手動トリガ
Click Compute Taxes Using AvaTax.
- プレビュー
Click Preview.
- オンライン請求書アクセス
顧客がオンラインで(ポータルビュー経由で)請求書にアクセスすると、|API|コールがトリガされます。
注釈
会計ポジション は、これらのアクションのいずれかが自動的に税金を計算するためには、自動税金マッピング(アバララ・ブラジル) に設定する必要があります。
会計¶
電子ドキュメント¶
設定¶
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.
注釈
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.
顧客請求書¶
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.
注釈
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.
クレジットノート¶
If a sales return needs to be registered, a credit note can be created in Odoo and sent to the government for validation.
注釈
クレジットノートは電子顧客請求書(NF-e)にのみご利用いただけます。
デビットノート¶
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.
注釈
デビットノートは、電子顧客請求書(NF-e)でのみご利用頂けます。
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.
請求書取消¶
It is possible to cancel an electronic invoice that the government validated.
注釈
Check whether the electronic invoice is still within the cancellation deadline, which may vary according to each state's legislation.
商品用電子請求書 (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.
注釈
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.
サービス用電子請求書 (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.
訂正レター¶
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.
注釈
訂正レターは、電子顧客請求書(NF-e)でのみ利用できます。
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.
注釈
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.
仕入先請求書¶
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
貨物モデル: NF-e 特有 貨物の輸送計画 - 国内
輸送業者ブラジル: NF-e 特有 輸送を行う業者
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).
重要
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)
注釈
Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction consumes two credits.
設定¶
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.
注釈
The information required for these fields can be generated through the SEFAZ website of each Brazilian State by the company's accountant.
プロダクト設定¶
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.
ワークフロー¶
Generating an NFC-e¶
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.
注釈
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:
名前
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.
注釈
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.
注釈
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.
重要
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.