Readiness check

Understand the Issue, Attention and Information warnings that Notfy shows before issuing invoices and how to fix each one.

The readiness check reviews the company’s tax registration and points out what is missing or risky before issuing. It checks the registration; it does not replace the accountant’s review.

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When to use

After setting up the issuing company, after changing profiles and whenever an issuance is blocked with “Incomplete tax registration”.

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Where to see it

In the tax integration

In the Notfy Tax (NFS-e) tab, the Readiness to issue section shows the warnings instantly, with no extra click.

In the Tax profiles tab

Click Check readiness. The Company tax readiness window opens, with the Close button.

At issuance

The Issue Tax Document wizard shows the pending items of the chosen company and blocks sending the invoice types that depend on them.

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Warning types

Warning	Color	Meaning
Issue	Red	Blocks issuance. Fix before continuing.
Attention	Yellow	Risk or inconsistency; issuance is possible, but review.
Information	Blue	Useful context, such as tax reform deadlines.
All set to issue	Green	No pending items found.

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What is checked

• The issuer’s CNPJ (Brazilian company tax ID) and tax regime.
• Data and confirmed profile of each invoice type (NFS-e and NF-e).
• Whether the company’s municipality is enabled for NFS-e (electronic service invoice) at the tax issuer; it warns when the municipality is not served, is being implemented or is unstable.
• Revenue of the last 12 months against the regime’s limit (MEI and Simples).
• Points specific to the company’s segment (for example, a workshop with parts without defined tax treatment) and tax reform deadlines.

The tax reform deadlines and test rates appear as information or attention, never as a block. The revenue considered for the limit adds up all the account’s issuing companies, not only the one being checked.

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How to fix

1. Read the message

   Each warning says what is missing, for example an issuer data point or an unconfirmed profile.

2. Adjust the registration

   Fix it in the issuing company or in the tax profiles.

3. Check again

   Reopen the tab or click Check readiness until All set to issue appears.

Issue invoices

Go on to issuance.

Issuing company

Fix the issuer data.