Бразилія¶
Перегляньте також
Helpful resources for the Brazilian localization, including onboarding materials and videos:
Контрольний список для нових користувачів <https://docs.google.com/document/d/e/2PACX-1vSNYTYVnR_BzvQKL3kn5YdVzPjjHc-WHw_U3udk5tz_dJXo69woj9QrTMinH_siyOX2rLGjvspvc8AF/pub>`_.
YouTube playlist - Localização Brasil - Tutoriais Odoo em Português.
Модулі¶
The following modules are installed automatically with the Brazilian localization:
Ім’я |
Технічна назва |
Опис |
|---|---|---|
Brazilian - Accounting |
|
За замовчуванням пакет фіскальної локалізації, який представляє наявність загального бразильського плану рахунків та податків, а також типів документів та типів ідентифікації. |
Brazil - Accounting Reports |
|
Бухгалтерські звіти для Бразилії. |
QR-коди Бразилії Pix |
|
Реалізує QR-коди Pix для Бразилії. |
Brazil - Sale Subscription |
|
Subscriptions modifications for Brazil. |
Brazil - Sale |
|
Sales modifications for Brazil. |
Brazil - Website Sale |
|
Allows tax calculation and EDI for eCommerce users. |
Крім того, наступні модулі необхідно встановити вручну встановлено:
Ім’я |
Технічна назва |
Опис |
|---|---|---|
Avatax Brazil & Avatax Brazil for Services & Test SOs for the Brazilian Avatax |
|
Goods and services tax computation through Avalara. |
Avatax Brazil eCommerce Fiscal Reform |
|
eCommerce modifications for fiscal reform. |
Avatax Brazil Fiscal Reform |
|
Avatax modifications for fiscal reform. |
Avatax Brazil Sale Fiscal Reform |
|
Sales Avatax modifications for fiscal reform |
Avatax Brazil Sale для Послуг |
|
Sales modifications for Brazil for services |
Бразильський EDI бухгалтерського обліку та Бразильський EDI бухгалтерського обліку для послуг |
|
Надає електронне виставлення рахунків-фактур на товари та послуги для Бразилії через AvaTax. |
Brazilian Accounting EDI For Sale |
|
Adds fields to sales orders that will be carried over to the invoice. |
Примітка
У деяких випадках, наприклад, під час оновлення до версії з додатковими модулями, можливо, що модулі не встановлюються автоматично. Будь-які відсутні модулі можна вручну встановити.
Огляд локалізації¶
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.
План рахунків¶
In the chart of accounts, the accounts are mapped automatically to their corresponding taxes, and the default account payable and account receivable fields.
Примітка
The Brazil chart of accounts is based on the SPED CoA, which provides a baseline of the necessary accounts.
Податки¶
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.
Важливо
NFS-e can’t be issued for service taxes created manually. To electronically send an NFS-e, compute taxes using Avalara.
Попередження
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.
Товари¶
Accurate fiscal classification of goods and services is essential for tax calculation and electronic invoice issuance in compliance with Brazilian regulations and the 2026 Tax Reform.
Примітка
Brazil must be specified in the Country field of the company form to display the required fields for the fiscal reform.
The following information, specific to the fiscal reform, is required on the General Information tab of the products form:
Legal Unit of Measure: Select the conversion factor between the commercial unit and the taxable unit for taxes applied by quantity (ad rem).
IS taxable: Enable this option if the product is subject to Selective Tax (Imposto Seletivo or IS).
Special Customs Regime (optional): Select the applicable special customs regime if the transaction involving capital goods falls under such a regime.
L10N Br Transaction Usage (optional): Define the tax classification indicating how the good or service is used in the transaction, as this can affect tax calculation and invoice issuance.
If the selected Product Type is Service, select the NBS Code (Nomenclatura Brasileira de Serviços) necessary for tax classification.
Company and contacts¶
Щоб скористатися всіма функціями цієї фіскальної локалізації, необхідно заповнити такі поля у файлі запис компанії:
Назва
Адреса: додати Місто, Штат, Поштовий індекс, Країна
У полі Вулиця введіть назву вулиці, номер будинку та будь-яку додаткову інформацію про адресу.
У полі Вулиця 2 введіть назву району.
Ідентифікаційний номер: CNPJ або CPF
ID податку: пов’язаний з типом ідентифікації
IE: Державна реєстрація
IM: Муніципальна реєстрація
SUFRAMA code: Управління вільної торговельної зони Манаус - додайте, якщо потрібно
Телефон
Електронна пошта
Порада
To update your company’s complete record, open the Contacts app and access the relevant record.
Configure the Fiscal Information within the Sales & Purchase tab:
Add the Fiscal Position for AvaTax Brazil.
Tax Regime: Federal tax regime.
ICMS Taxpayer Type: Select ICMS regime, Exempt status, or Non-Taxpayer.
Основний сектор діяльності
2026 tax reform fields:
Tax Regime: For the simplified tax regime (Simples Nacional), set up the additional fields specific to the fiscal reform:
CBS/IBS Normal: Enable the option for Regime Normal (Regime Regular) regime or disable for Hybrid Simples Nacional (Regime Hibrido) regime. For Hybrid Simples Nacional (Regime Hibrido) tax regime, configure the following additional fields:
CBS Presumed Credit (%): Specify the percentage of presumed CBS credit available for entities under the Hybrid Simples Nacional tax model.
IBS Presumed Credit (%): Specify the percentage of presumed IBS credit available for entities under the Hybrid Simples Nacional tax model.
ISS Simplified Rate: Indicate the specific municipal service tax rate applicable to the simplified tax regime.
Entity Type: Select the legal classification.
CBS/IBS Taxpayer: Enable the option if the entity is subject to CBS or IBS. Disable it for exempt entities or those operating under special non-taxable regimes.
Configure the following extra Fiscal Information to issue NFS-e:
Add the Fiscal Position for AvaTax Brazil.
COFINS Details: When a transaction is exempt from COFINS even though all parties and items are taxable, this attribute identifies the exemption scenario and applies the override accordingly. Select the appropriate option.
PIS Details: When a transaction is exempt from PIS even though all parties and items are taxable, this attribute identifies the exemption scenario and applies the override accordingly. Select the appropriate option.
CSLL Taxable: Enable the option if the company is subject to CSLL.
Порада
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.
Примітка
Виберіть опцію Компанія для контакту з ідентифікаційним номером платника податків (CNPJ) або позначте Фізична особа для контакту з CPF.
Інтеграція з AvaTax¶
Примітка
Make sure to install the AvaTax Brazil (
l10n_br_avatax) module.Odoo є сертифікованим партнером Avalara Brazil.
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:
Налаштування¶
Облікові дані¶
Connect AvaTax 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.
Попередження
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:
Доступ до портал Avalara.
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 this link and copy-paste the token to set the desired password.
Порада
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.
Примітка
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.
Fiscal reform¶
To enable the sending of the new attributes of the 2026 tax reform, follow these steps:
Go to and scroll to the Taxes section.
Under AvaTax Brazil, enable the Enable Brazilian fiscal reform option.
Порада
If inconsistencies occur when submitting fiscal reform information, disable the Enable Brazilian fiscal reform option to revert to the previous communication model.
Завантаження сертифіката A1¶
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.
Важливо
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.
Фіскальні позиції¶
To set up the Automatic Tax Mapping (Avalara Brazil) fiscal position, enable the Detect Automatically and Use AvaTax Brazil API options.
Перегляньте також
Товари¶
To use the AvaTax integration on sales orders and invoices, enter the following information on the product form, based on how the product will be used.
Електронні рахунки-фактури на товари (NF-e)¶
Важливо
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)
Примітка
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 on the Código CEST website.
Код Загальної номенклатури Mercosul: Код продукту Загальної номенклатури Mercosul
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
Примітка
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
Електронні рахунки-фактури за послуги (NFS-e)¶
Важливо
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)
Примітка
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
Код Загальної номенклатури Mercosul: Код продукту Загальної номенклатури Mercosul
Purpose of Use: intended purpose of use for this product
Походження коду послуги: Код міста, де зареєстровано постачальника послуг
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.
Розрахунок податку¶
Перегляньте також
Розрахунки податків за комерційними пропозиціями та замовленнями на продаж¶
Запустіть виклик API для автоматичного розрахунку податків за комерційною пропозицією або замовленням на продаж за допомогою AvaTax будь-яким із наведених нижче способів:
- Підтвердження котирування
Підтвердіть комерційну пропозицію в замовленні на продаж.
- Ручний тригер
Click Compute Taxes Using AvaTax.
- Попередній перегляд
Click Preview.
- Email a quotation/sales order
Надішліть клієнту комерційну пропозицію або замовлення на продаж електронною поштою.
- Доступ до онлайн-котирування
Коли клієнт отримує доступ до комерційної пропозиції онлайн (через портал), запускається виклик API.
Розрахунки податків за рахунками¶
Запустіть виклик API для автоматичного розрахунку податків у рахунку клієнта за допомогою AvaTax будь-яким із наведених нижче способів:
- Ручний тригер
Click Compute Taxes Using AvaTax.
- Попередній перегляд
Click Preview.
- Доступ до онлайн-рахунків
Коли клієнт отримує доступ до рахунку онлайн (через портал), запускається виклик API.
Примітка
Для автоматичного обчислення податків будь-якою з цих дій для параметра Фіскальна позиція має бути встановлено на Автоматичне податкове відображення (Avalara Brazil).
Перегляньте також
Бухгалтерський облік¶
Електронні документи¶
Налаштування¶
A series number is linked to a sequence number range for electronic invoices. To configure the series number on a sales journal, follow these steps:
Go to and open the sales journal.
Enable the Use Documents? option to display the Series field.
Set the series number in the Series field.
Порада
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.
When creating the new sales 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.
When issuing electronic and non-electronic invoices, the Type field selects the document type used when creating the invoice.
Рахунки клієнта¶
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 pop-up window, click Process e-invoice and any other options, such as Download or Email. Finally, click Send to process the invoice with the government.
Примітка
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.
Кредитні ноти¶
If a sales return needs to be registered, a credit note can be created in Odoo and sent to the government for validation.
Примітка
Кредитні ноти доступні лише для електронних рахунків на товари (NF-e).
Дебетові ноти¶
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.
Примітка
Дебетові ноти доступні лише для електронних рахунків на товари (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.
Скасування рахунку¶
It is possible to cancel an electronic invoice that the government validated.
Примітка
Check whether the electronic invoice is still within the cancellation deadline, which may vary according to each state’s legislation.
Електронні рахунки-фактури на товари (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.
Примітка
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.
Електронні рахунки-фактури за послуги (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.
Лист з виправленням¶
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.
Примітка
Коригувальні листи доступні лише для електронних рахунків-фактур на товари (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.
Примітка
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.
Рахунки постачальників¶
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
Freight Model (NF-e specific): how goods are planned to be transported - domestic
Transporter Brazil (NF-e specific): who is doing the transportation.