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Preparing Microsoft Dynamics for Brazil's tax reform

Understand the potential impact of IBS, CBS, and new compliance requirements on ERP processes, integrations, and reporting.

Brazil's tax reform introduces a new taxation model for goods and services, creating the IBS (Tax on Goods and Services, at the subnational level) and the CBS (Contribution on Goods and Services, at the federal level), along with mechanisms such as split payment — the segregation of tax at the moment of financial settlement.

For organizations running Microsoft Dynamics in Brazil, this isn't just a change in tax rates: it's a structural change in how the ERP calculates, records, and reports taxes.

What to review in the ERP environment

Tax calculation engines and their integrations with Dynamics — whether native or from third-party tax solutions.

Electronic invoicing processes (NF-e, NFS-e, CT-e) and how they connect to the new taxation rules.

Financial and fiscal reports that rely on the current tax structure and will need to reflect the new model during the transition period.

Bank reconciliation and payment processes, considering the impact of split payment on cash flow.

A transition, not a single event

The reform has a multi-year transition timeline, which means systems and processes will need to support old and new rules simultaneously for a period. Companies that start mapping the ERP impact early have more time to test, adjust integrations, and avoid emergency fixes when new obligations take effect.

Want to discuss this in the context of your environment?

Schedule a conversation with our senior consultants about your specific context.