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Use tax calculation in project quotation in Brazil tax reform

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This article describes how to calculate taxes in project quotations by using the Brazil tax reform solution.

Create a project quotation with Brazilian taxes

Create a quotation by specifying fiscal information like the operation type and the Código Fiscal de Operações e Prestações (CFOP) code. When you create a quotation line, select a CFOP code in the CFOP field. The CFOP codes available in this field depend on the fiscal establishment of the site selected in the Site field. The tax groups in the Sales tax group and Item sales tax group fields are also updated based on the tax matrix and applicability rules maintained in Global studio.

To create a project quotation that uses Brazilian taxes, follow these steps:

  1. In Dynamics 365 Finance, go to Project management and accountings > Quotations > Project quotations.
  2. Select New.
  3. In the Account type field, select an option.
  4. In the Customer account field, enter or select a value.
  5. Select OK.
  6. Expand the Lines section.
  7. In the Transaction type field, enter or select a value.
  8. In the Project category field, enter or select a value.
  9. In the Quantity field, enter a number.
  10. In the Unit price field, enter a number.
  11. In the Line property field, enter or select a value.
  12. Expand the Line details section.
  13. Select the Setup tab.
  14. In the Sales tax group field, enter or select a value.
  15. In the Item sales tax group field, enter or select a value.
  16. In the Use override field, select a value if necessary.
  17. In the Tax group field under Tax reform group, enter or select a value.
  18. In the Item tax group field under Tax reform group, enter or select a value.
  19. Select Save.
  20. On the Action Pane, select Quote.
  21. Select Send quotation under Process.
  22. In the Print quotation field, select Yes.
  23. Select OK.
  24. Close the page.
  25. On the Action Pane, select Follow up.
  26. Select Confirm.
  27. Select Yes.
  28. In the Reason field, enter or select a value.
  29. Select the Print confirmation checkbox.
  30. Select OK.

Check the results for tax calculation in Brazil

To check the results for tax calculation in Brazil, follow these steps:

  1. Select sales tax in the Quote tab.
    • The targeted tax codes appear during the transition period.
    • No posting is marked for CBS and IBS to ensure compliance with the current policy from Brazilian government.
  2. Expand the Line details section, then select the Setup tab.
    • Based on the applicability rule settings, the default values for the new tax types (CBS, IBS) appear in the Tax group and Item tax group under the Tax reform group.
    • You can change these defaults by setting the Use override checkbox to YES, then specifying the desired values in the Tax group and Item tax group.
    • During the transition period, you might see targeted groups for both legacy tax types and reformed tax types coexisting under the Sales tax group and the Tax reform group.
  3. Select Totals in the project quotation tab.
    • You can view the summary by tax type for Brazilian tax.

Important

The tax group and item tax group aren't populated when you save the line in Brazil tax reform 2026. They populate once tax calculation is triggered—for example, by selecting the Sales tax or Totals button, or during document confirmation or posting.

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