巴西¶
也參考
Helpful resources for the Brazilian localization, including onboarding materials and videos:
模組¶
The following modules related to the Brazilian localization are available:
名稱 |
技術名稱 |
說明 |
|---|---|---|
巴西 - 會計 |
|
Brazilian fiscal localization package, complete with the Brazilian chart of accounts, taxes, tax report, fiscal positions, and document and identification types. |
巴西 - 會計報告 |
|
巴西的會計報告。 |
AvaTax Brazil, Avatax Brazil Sale & Test SOs for the Brazilian Avatax |
|
透過 Avalara 計算商品和服務稅。 |
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 |
|
Sale modifications for Brazil |
Brazil - Sale Subscription |
|
巴西銷售定期訂購修改 |
備註
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.
賬目總表¶
In the chart of accounts, the accounts are mapped automatically to their corresponding taxes, and the default account payable and account receivable fields.
備註
The Brazil chart of accounts is based on the SPED CoA, which provides a baseline of the necessary accounts.
稅項¶
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:
名稱
地址：加入 城市、州/省、郵遞區號、國家/地區
在 街道 欄位中，輸入街道名稱、門牌號碼及其他地址資訊。
在 街道第二行 欄位中，輸入分區名稱。
識別號碼：CNPJ 或 CPF
稅務識別號：與識別類型相關
IE：州/省註冊
IM：市級登記
SUFRAMA 編碼：馬瑙斯自由貿易區監管 - 如適用可加入
電話
電郵
在 銷售及採購 分頁中，配置 財務資訊：
Add the Fiscal Position for AvaTax Brazil.
稅務制度：聯邦稅務制度
ICMS 納稅人類型：表示 ICMS 制度、豁免地位，或 非納稅人
主要活動行業
Configure the following extra Fiscal Information to issue NFS-e:
Add the Fiscal Position for AvaTax Brazil.
COFINS 詳細資訊：應課稅、非課稅、應稅稅率為 0%、豁免繳稅、暫停繳稅
PIS 詳細資訊：應課稅、非課稅、應稅稅率為 0%、豁免繳稅、暫停繳稅
CSLL Taxable if the company is subject to CSLL or not
小訣竅
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.
備註
對於擁有稅務識別碼（CNPJ）的聯絡人，請選擇 公司 選項；擁有 CPF 的聯絡人，則選取 個人。
AvaTax 整合功能¶
備註
Make sure to install the AvaTax Brazil (
l10n_br_avatax) module.Odoo 是 Avalara 巴西的已認證合作夥伴。
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:
配置¶
憑證¶
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:
進入 Avalara 門戶網站。
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.
小訣竅
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.
備註
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.
上載 A1 證書¶
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.
財務規則¶
To set up the Automatic Tax Mapping (Avalara Brazil) fiscal position, enable the Detect Automatically and Use AvaTax Brazil API options.
產品¶
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.
貨物電子發票 (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)
備註
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 代碼：南方共同市場通用命名法產品代碼
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
備註
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
服務電子發票 (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)
備註
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 代碼：南方共同市場通用命名法產品代碼
Purpose of Use: intended purpose of use for this product
服務代碼來源：提供者註冊的城市服務代碼
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.
稅項計算¶
報價單及銷售訂單的稅務計算¶
你可透過下列任何方式觸發 API 呼叫，以使用 AvaTax 自動計算報價單或銷售訂單的稅項：
- 確認報價單
確認報價單，將之轉換為銷售訂單。
- 手動觸發
Click Compute Taxes Using AvaTax.
- 預覽
Click Preview.
- Email a quotation/sales order
透過電子郵件，向客戶發送報價單或銷售訂單。
- 網上存取報價單
客戶在網上存取報價單時（經客戶頁面檢視畫面），會觸發 API 呼叫。
發票稅項計算¶
透過以下任一方式觸發 API 呼叫，使用 AvaTax 自動計算客戶發票的稅金：
- 手動觸發
Click Compute Taxes Using AvaTax.
- 預覽
Click Preview.
- 網上存取發票
當客戶在線(通過門戶視圖)訪問發票時，就會觸發 API 調用。
備註
必須將 財務規則 設為 自動稅收映射(Avalara Brazil)，這些操作才能自動計算稅款。
會計¶
電子文件¶
配置¶
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.
備註
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.
客戶發票¶
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.
備註
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.
貸記單¶
If a sales return needs to be registered, a credit note can be created in Odoo and sent to the government for validation.
備註
貸記單僅適用於貨物電子發票 (NF-e)。
借記單¶
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.
備註
借記單僅適用於貨物電子發票 (NF-e)。
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.
取消發票¶
It is possible to cancel an electronic invoice that the government validated.
備註
Check whether the electronic invoice is still within the cancellation deadline, which may vary according to each state’s legislation.
貨物電子發票 (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.
備註
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.
服務電子發票 (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.
更正信函¶
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.
備註
更正信僅適用於貨物電子發票 (NF-e)。
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.
備註
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.
供應商賬單¶
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:
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)
備註
Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction consumes two credits.
配置¶
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.
備註
The information required for these fields can be generated through the SEFAZ website of each Brazilian State by the company’s accountant.
產品配置¶
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.
工作流¶
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.
備註
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:
名稱
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.
備註
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.
備註
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.