Create a tax assessment - ICMS (Brazil)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

You can create a tax assessment for the ICMS tax for a selected booking period. This tax amount considers the amount of ICMS tax to recover and the amount of ICMS tax to pay from the fiscal documents. For the amount that is due after the tax assessment, you can make the tax payment to the tax authority. This recording uses the BRMF demo company.

  1. Go to Fiscal books > Common > Booking period.
  2. Click Create new booking period to open the drop dialog.
  3. In the Fiscal establishment field, enter or select a value.
  4. In the Month field, select an option.
  5. In the Year field, enter a number.
  6. Click OK.
  7. Click Sync.
  8. Click OK.
  9. Close the page.
  10. Go to Fiscal books > Common > Tax assessment > ICMS.
  11. Click ICMS tax assessment to open the drop dialog.
  12. In the Booking period field, enter or select a value.
  13. Click OK.
  14. Click Tax payment.
  15. Click Create from assessment.
  16. Click Edit.
  17. In the Receita Code field, type a value.
  18. In the list, mark the selected row.
  19. In the Due date field, enter a date.
  20. Expand the General section.
  21. In the Authority field, enter or select a value.
  22. Click Post.
  23. Close the page.
  24. Close the page.