The right tax, paid on time, with every credit you're entitled to.
We run day-to-day tax compliance for small and midsize businesses and Brazilian subsidiaries of multinationals: tax calculations, tax payments, filings and tax credits, reconciled with the books every month. In a country that changes the rules mid-game, and will move to an entirely new tax system by 2033, this is no longer a back-office detail.
A tax error doesn't show up in the month it happens. It shows up as a penalty.
Filing on time is the bare minimum. What separates sound tax compliance from a hidden tax exposure is what happens before the tax is paid: master data, invoices and review.
- Tax paid in the wrong amount, with the shortfall surfacing months later, plus interest and penalties.
- PIS, Cofins and ICMS credits left on the table because no one reviewed the purchase invoices.
- SPED files, invoices and the books that don't tie out, and the Federal Revenue Service's data matching catches it before you do.
- A wrong NCM, CFOP or CST code in the tax master data, an error repeated on every invoice you issue.
If any of these has already happened at your company, start with a tax review.
From invoice to tax payment, every number checked twice.
We handle your company's tax compliance every month, cross-checking invoices, tax calculations and the books.
Federal taxes
IRPJ, CSLL, PIS and Cofins calculated under the right tax regime, with full supporting workpapers.
ICMS, ICMS-ST and ISS
ICMS on your own sales, ICMS tax substitution (ICMS-ST), DIFAL (the interstate rate differential) and ISS, including interstate transactions.
Simples Nacional
DAS payments, annex classification and Factor R reviewed every month so you never pay more than you owe.
Tax filings and reporting obligations
EFD ICMS/IPI, EFD-Contribuições, EFD-Reinf, DCTFWeb and state returns.
Withholding taxes
IRRF, CSRF, INSS and ISS withheld on payments to service providers, calculated and remitted on time.
Invoices and master data
Review of NCM, CFOP and CST codes and validation of inbound and outbound invoices.
Tax credit management
Tracking of PIS, Cofins and ICMS tax credits, credit balances and offsets.
Tax clearance and open items
Tax clearance certificates kept current, open items with the Federal Revenue Service and state tax authorities resolved, and requests from the tax authorities answered.
Everything your company files with the tax authorities, in one calendar.
Every filing has an owner, a deadline and a review. Each month you get the tax payment forms ahead of the due date, along with a report of everything filed.
Where tax matters most is where we do our best work.
Logistics, distribution, manufacturing, imports and Brazilian subsidiaries of foreign groups: businesses where a single tax detail can move the margin.
- ICMS-ST, DIFAL and interstate transactions involving tax incentives and special regimes
- Transportation and logistics: CT-e, freight tax credits and leg-by-leg taxation
- Imports: II, IPI, PIS and Cofins-Importação, and ICMS at customs clearance
- Outbound remittances: IRRF, CIDE, and PIS and Cofins on imported services
- Tax provision and effective tax rate (ETR) for headquarters reporting
- Tax calendar and reports in English for the global controller
Tax payments checked before they reach you, not after they're due.
Every month follows the same sequence: the payment forms in your hands before the due date, and the tax calculations explained.
Invoices
Inbound and outbound e-invoice XMLs pulled from your ERP and from SEFAZ (the state tax authority) and validated against master data.
Tax calculations
Taxes calculated with supporting workpapers, and credits checked line by line.
Tax payments
Tax payment forms sent in advance, with a summary of what changed during the month.
Filings
SPED files and tax returns filed and reconciled with the books.
The reform starts in tax compliance. And it's already underway.
By 2033, PIS, Cofins, IPI, ICMS and ISS give way to CBS, IBS and the Selective Tax (IS). Throughout the transition, the old and new systems run side by side on the same invoice, in the same tax calculation and in the same cash flow.
Test year: CBS and IBS shown on invoices at token test rates.
CBS replaces PIS and Cofins, and the Selective Tax takes effect.
ICMS and ISS are phased down year by year as IBS is phased in.
The new system is fully in place.
ERP and invoicing ready
Configuration of the new invoice fields, tax classification codes and product and service master data.
Tax credits under control
Under the new system, your credits hinge on the supplier and on the tax actually being paid. We track them from the source.
Pricing and cash flow modeled
Impact on margins, selling prices and working capital, modeled year by year through the transition.
Compliance is the baseline. Asking whether you could owe less is the next step.
The BPO team runs the day-to-day; the advisory team challenges the strategy. They talk every month, so you don't have to be the go-between.
Tax Compliance BPO
Day-to-day tax compliance, done right every month.
- Tax calculations and payments on time
- Tax filings and reporting obligations, filed and reconciled
- Master data and invoices reviewed
- Tax credits tracked month by month
Tax Advisory
For when the question is whether you can legally pay less.
- Tax planning and tax regime review
- Tax credit recovery going back five years
- Tax reform impact assessment
- Corporate structure and profit distributions
Tax compliance closes cleaner when everything is under one roof.
Invoicing, payroll and finance in the same firm mean clean tax calculations and books that tie out to the tax filings.
Accounting
Bookkeeping, month-end close and financial statements reconciled with the tax filings.
Learn more → BPOPayroll and HR Administration
Payroll, eSocial and payroll taxes that feed DCTFWeb without discrepancies.
Learn more → BPOFinance Operations
Taxes paid on the due date, and their impact on cash flow made visible.
Learn more → ConsultingTax Advisory
Tax planning, tax credit recovery and tax reform readiness.
Learn more →Before we take over, we look back.
Every new client starts with a review of its recent tax calculations. Sometimes we find exposure, sometimes credits to recover, and either way you hear about it.
Assessment
Tax calculations, filings already submitted, master data and open items with the tax authorities.
Adjustments
Master data corrections and ERP configuration before the first monthly tax calculation.
First tax calculation
The first month already runs on the new routine, reconciled with the accounting.
Opportunities
What can be recovered or amended, with an estimated amount.