Tax profiles

Tax profiles define how each operation is taxed (service or product). Learn to create, review, confirm and set the company’s default profile.

A tax profile describes how an operation is taxed: service code, tax rates, withholdings, CFOP (operation code), ICMS, PIS and COFINS. It works like the “nature of operation” of a management system.

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When to use

Before the first issuance and whenever the legislation, the company’s regime or the type of operation changes (for example, a service within the municipality and a service outside it).

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Before you start

• The issuing company must be saved, with the Tax Regime defined: the ICMS, PIS and COFINS options depend on it.
• If possible, review the values with your accountant.

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Where they are

Profiles are in the edit view of the Notfy Tax (NFS-e) integration, on the Tax profiles tab below the form. The tab shows a badge with the number of draft profiles.

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Create a profile

1. Open the Tax profiles tab

   Edit the tax integration and scroll to Tax profiles. Click to create a new profile.

2. Fill in the Identification tab

   Enter Name, Type (Service (NFS-e) or Product (NF-e / NFC-e)), Effective from and Effective until. Turn on Default for this type so it is used when the issuance does not choose another one. Use Notes / legal basis to record the source of the rule.

3. Fill in the Taxation tab

   The fields change according to the type. See the table below.

4. Save and confirm

   The profile starts as Draft. Open Actions > Confirm review for it to apply to issuances.

Only Confirmed profiles within their validity period are used in issuance. Changing the taxation or the validity dates of a confirmed profile sends it back to Draft, and it must be confirmed again.

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Taxation tab fields

Service (NFS-e)

Field	Note
LC 116 code	Required. Search in the city hall’s list of services; if the lookup is unavailable, type the code.
Municipality IBGE code	If empty, uses the integration’s.
National tax code (6 digits)	Only for National NFS-e.
Municipal tax code, CNAE	Optional.
Nature of operation	From 1 to 6: taxation within the municipality, outside the municipality, exemption, immune and two suspended-liability options.
ISS rate (%) and ISS withheld by the service taker	ISS usually varies between 2% and 5%, depending on the municipality.
PIS, COFINS, CSLL, IR and INSS withholding (%)	Fill in only if there is withholding.
Deductions (R$)	Reduces the ISS base (for example, construction materials).
NBS Code, IBS/CBS tax classification and status, IBS and CBS	Tax reform fields.
Construction work	Unlocks Construction site code and ART / CNO. Requires prior registration of the work with the municipality.

Product (NF-e / NFC-e)

Field	Note
Nature of operation	Free text, for example “Sale of goods”.
CFOP — within the state and CFOP — other state	The system chooses according to the invoice’s destination.
Goods origin	From 0 to 8 (domestic, foreign, etc.).
ICMS and rates	The code follows the table for your regime (CSOSN for MEI and Simples, CST for the others). Enter the rates the code requires.
ICMS-ST	Rate and added-value margin, when there is tax substitution.
IPI	Status, rate and classification code.
PIS and COFINS	Status and rate.
IBS/CBS tax classification and status, IBS and CBS	Tax reform.

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Confirm the review

By confirming, you declare that you have reviewed the parameters. Notfy checks consistency with the regime: if there is an error, “Fix before confirming” appears with the list. For services, if the LC 116 code is not in the city hall’s list, the profile is confirmed, but a warning appears to check the code with your accountant or the city hall.

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Tax treatment per product

Stock products can have their own treatment (for example, auto parts with tax substitution). It takes priority over the profile. See Products and services.

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Frequently asked questions

Can I have several profiles of the same type?

Yes. Mark one as Default for this type; the others can be chosen at issuance, in the Tax profiles section of the wizard.

What prevails when data conflicts?

What you type at issuance prevails over the confirmed profile, and the profile prevails over old integration values.

When the law changes, do I edit the profile?

Prefer creating a new profile with Effective from on the date of the change and closing the old one under Effective until.

Readiness check

Check that everything is ready to issue.

Issue invoices

Use the profiles when issuing.