Taxation Module

Available at:

This article aims to explain the concept and process of registering Tax Calculation with Demander.

What is Tax Calculation

Demander has the functionality to calculate taxes, as well as additional fees, on your orders — such as ICMS ST and IPI.

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What needs to be done for the calculation to be applied

For the calculation to work correctly, some screens need to be configured. All settings presented below must be filled in appropriately.

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Company Configuration

On the Company Settings → Additional Modules screen, it is mandatory to select:

• Enable tax calculation module (IPI and ICMS ST)

Still in Company Settings → Additional Modules, there are two optional settings:

Type of tax calculation

• Normal calculation: the unit sales value will remain the same; The unit value with taxes will change due to rounding and truncation.
• Reverse calculation: the unit value with taxes will remain the same; The unit sales value will change due to rounding and truncation.

Consider the value of taxes (IPI and ICMS ST) in the target value

Optional configuration used by companies that consider the value of taxes within the seller’s target

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Order Types

On the Order Types screen, in the “Configuration” tab, there is a mandatory configuration:

• What taxes should be calculated

This configuration determines which taxes will be applied to orders of this type.

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Type of Tax Client

For the calculation to be applied to an order, the selected customer must be associated with a Tax Customer Type.

Registration

• Register the Types of Tax Clients in Demander, by:
  • Integration (Layout of Table 41 – Tax Client Type),
  • Demander Web, on the [Tax Client Type] screen (https://sistema.demander.com.br/dinamico/tipo-cliente-tributario).

• After registration, link the tax type in client, in the Financial tab.

IMPORTANT: If your company uses integration with ERP, this link must be made via integration, through Layout of Table 18 – Customers, field 39.

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Product

When registering the Product, it is mandatory that the NCM field is filled in to allow taxation to be calculated.

• It can be filled out manually on Demander Web (Products screen).
• If you use integration with ERP, the NCM must come through Layout of Table 15 – Products, field 25.

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Taxation Configuration

The Taxation Configuration screen centralizes all the data necessary for the tax calculation to be carried out.

The ideal is to register this information via integration, using Layout of Table 42 – Taxation Configuration.

It is also possible to register manually on Demander Web; however, each variation must be registered manually, as taxation may vary depending on:

• Type of Tax Client
• Federal Unit
• Branch
• NCM
• Product
• Among other parameters

Required fields and full explanations

*Required fields.

Identification

• Unit Branch: Branch designed to calculate Taxation.
• NCM*: Product NCM.
• Product*: Product Code (use “XX” to consider all products).
• Destination UF: Federal Unit of destination.
• Tax Client Type: Send “XX” to consider all types.
• Discount Type: Type of Tax Discount.
• Segment: Segment related to registration.

IPI Settings

• Uses IPI in the Calculation Base: This configuration enables the use of IPI in the ICMS ST calculation base.
• IPI calculation mode:

  • 1 – Calculation by tax rate

  • 2 – Value per standard unit NOTE:

    • If the modality is 1, the system uses the IPI calculation base and IPI rate fields from this table.
    • If the modality is 2, the system uses the IPI Value per Unit field in table 15 – Product.

-IPI calculation base (%)*: Percentage applied to the unit sales value to compose the IPI calculation base.

• IPI Rate: Percentage of IPI to be calculated on the calculation basis.

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ICMS and ICMS ST configurations

• ICMS calculation base (%*): Percentage applied to the unit sales value to make up the ICMS base.
• ICMS rate (%): Percentage of ICMS to be calculated on the calculation basis.
• ICMS ST* Calculation Mode: Defines the ICMS ST calculation behavior:
  • 0 – MVA (Added Value Margin)
  • 1 – Guide price
  • 2 – PMPF (Weighted Average Price for the Final Consumer)
  • 3 – MVA or Tariff Price (Comparison Percentage)
• MVA (%): Percentage of the Added Value Margin applied to the unit sales value to determine the ICMS ST calculation basis.
• ICMS ST calculation base (%)*: Percentage applied to the unit sales value to make up the ICMS ST base.
• ICMS ST Rate (%)*: Percentage of ICMS ST to be calculated on the calculated basis.
• Tariff price: Must only be informed if the product has a tariff price.
• Tariff price reduction (%): Percentage reduction applied to the tariff price.
• Tariff price comparison percentage: The value registered in this field will be used for the calculation when the ICMS ST Calculation Modality is equal to 3 - MVA or Tariff price (Comparison percentage)

Additional fee

• Additional fee modality: Defines whether the fee will be determined by unit value or percentage.
• Additional fee: Percentage or unit value used, as defined in the modality.