Linha Microsiga Protheus - Inglês

Páginas filhas
  • Taxes Tab (MATA030 - SIGAFAT)

This tab determines the data to be used for client taxation.

Main Fields and Controls

  • Collect ISS

The content of the Collect ISS field indicates whether the client collects the ISS due in the transaction. If so (Yes), the ISS amount due in the transaction is the responsibility of the service taker.

Tip

  • If the company is responsible for collecting the tax, this field must be set to N and a financial class must be created for providing services which have the Calculate ISS field is set to Yes. Thus, when generating a service provision invoice, the ISS amount is calculated and a bill of the TX type is generated in Accounts Payable for collecting the tax.
  • If the rate for ISS calculation is not defined in the class register, the system makes the MV_ALIQISS parameter available, indicating the default rate to be used.

Considerations:

The ISS amount is only deducted from the financial bill if the client is the one responsible for collection, if the MV_DESCISS parameter is set as T and if the MV_TPABISS = 1, i.e., if both parameters indicate deduction in the trade note. If the MV_TPABISS does not exist, the system uses the content 1 as default.

Suframa

Field definition Suframa, Desc. for Sufr. and City Code ZF it is important for the generation of outflow documents Manaus Free Trade Zone.

Field completion Rec. INSS field is important for for calculating Social Security Contribution (INSS). For this, its content must be defined as Yes.

It is also necessary to configure the following:

      • In the Classes register, configure the following fields:

Calculate INSS? = Yes

Perc INSS = Percentage for calculating INSS (Example: 11 %)

      • In the Products register, configure the field:

Calculate INSS? = Yes

Important:

Thus, every time an outbound document listing the client, class and product with the above characteristics is issued, the INSS amount is calculated and the bills receivable are generated in the Financials module, highlighting the contribution amount. It also generates the bill of the IN type containing the INSS amount.

  • Rec. Cofins

Completion of Rec. Cofins field for calculating the Contribution to Social Security financing (Cofins). Its content must be defined as Yes. In addition, it is necessary to configure the following:

Calculate COFINS ? = Yes

Perc. COFINS = Percentage for calculating COFINS (Example: 3 %)

      • In the Client register, the field:
      • Calc. COFINS = Yes

Tip

The system makes the following parameters available:

  • MV_TXCOFINS - it indicates the default rate to be used in COFINS calculation. This parameter is used in the Financials module when the percentage for calculation is not indicated in the class associated with the client and only the Calculate COFINS field is enabled. In this case, the system considers the default set in the parameter.
  • MV_VRETCOF - minimum amount for exemption from withholding Cofins.
  • Rec. PIS

Field completion Rec. PIS field is important for for calculating Social Integration Program (PIS). Its content must be defined as Yes. In addition, it is necessary to configure the following:

    • In the Classes register, configure the following fields:
    • Calculate PIS? = Yes
    • Perc. PIS = Percentage for calculating PIS (Example: 0.65 %)
    • In the Client register, the field:
    • Calc. PIS = Yes

Tip

The system makes the following parameters available:

  • MV_TXPIS - it indicates the default rate to be used in PIS calculation. This parameter is used in the Financials module when the percentage for calculation is not indicated in the class associated with the client and only the Calculate PIS field is enabled. In this case, the system considers the default set in the parameter.
  • MV_VRETPIS - minimum amount for exemption from withholding PIS.
  • Rec. CSLL

Field completion Rec. CSLL field for calculating the Social Contribution on Net Income (CSLL). For this, its content must be defined as Yes.  It is also necessary to configure the following:

    • In the Classes register, configure the following fields:

Calculate CSLL? = Yes

Perc. CSLL = Percentage for calculating CSLL (Example: 9 %)

    • In the Client register, the field:

Calc. CSLL = Yes

Tip

The system makes the MV_VRETCSL parameter available, which determines the minimum amount for exemptions from CSLL withholding.

  • Opt-in for National Simple System

It indicates whether the client has opted into the National Simple Calculation System. It presents combo box with the options Yes and No.

Important

If the field Opt. Yes. Nat. field in the Clients Register is already filled out as No, the client and/or supplier are considered not to have opted into the system.

  • Minimum Income Tax Amount

The field Min Val. IR: the Taxes tab determines whether the system is to consider the amount indicated in the MV_VLRETIR.

It can be set as:

1 - Yes: it does not consider the amount.

2 - No: it considers the amount.

Note:

When the client is a natural person, the content of the IR Min. Amt. field is not considered for IR calculation.

  • Withholding Indicator

The Withholding Indicator field sends the data in the F600 block of SPED PIS/COFINS.

If the Withholding Indicator is filled out in the Classes register, it is sent in the F600 block. Otherwise, the system checks whether the Withholding Indicator is filled out in the Clients register.

Note:

 If both fields are filled out, the system sends the data from the Withholding Indicator field of the Classes register.