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To issue a Sales Invoice with Tax Override, the following configuration must be made:

1. In the Customer File, the field:

- Type = S - Joint

2. In the Products file, the field:

- Outflow Joint

The Profit Margin must be entered for calculation of Joint ICMS or ICMS withheld.

Example: 8.42%

3. In the TIO file, the fields:

- Add Joint = S

Defines whether to add the amount of Joint ICMS to the Invoice Total or not.

- Bs ICMS ST = Gross or Net Value

Defines if the Tax Override Tax Base considers the Gross or Net Amount, ii.e., if a Discount is granted to the customer, what is the amount to be considered for the Calculation Base? Value of the Goods or Value of the Goods - Discounts.

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Application

Note the example of a Sales Invoice with Tax Override, where the Supplier and the Customer are in Sao Paulo. The internal tax rate for the state of Sao Paulo is 18%.

1. In the Product A file, field Outflow Joint Tax is defined as 30%.

2. In the TIO file 505, the field Add Joint is defined as Yes.

3. An order with the following information was saved in the Sales Orders file:

- Customer Type as Joint

- Product A

- Quantity = 10

- Unit Value = R$ 100.00

- Total Amount = R$ 1,000.00

- Outflow TIO 505

4. Order released for billing.

5. Credit released.

6. Stock released.

7. Invoice issued through routine Outbound Document.

8. After issuance of Tax Invoice, you can query it and notice its calculation:

Value of Products  10 * 100.00 = 1,000.00

Calculation base of operation ICMS = 1,000.00

Operation ICMS  1,000.00 * 18% = 180.00

Joint ICMS Calculation Base  1,000.00 * 30% = 1,300.00

ICMS Joint  1,300.00 * 18% = 234.00

ICMS withheld  234.00 * 180.00 = 54.00

ICMS Withheld = R$ 54.00

Total Invoice = 1,117.00

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Application

Note the example of a Sales Invoice with Tax Override, where the Supplier is in Sao Paulo and the Customer in Bahia. The interstate between SP and  BA = 7% and  the internal rate for product A, in BA is 17%.

1.

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In the B Product file, the field Outflow Joint Tax is defined as 35%.

2. In the Sales Order register, an order with the following information was saved in the

- Customer Type as Joint

- Product B

- Quantity = 10

- Unit Value = R$ 100.00

- Total Amount = R$ 1,000.00

- Outflow TIO 505 (Add Joint = Yes)

3. Order released for billing.

4. Credit released.

5. Stock released.

6. Invoice issued through routine Outbound Document.

7. After issuance of Tax Invoice, you can query it and notice its calculation:

Value of Products  10 * 100.00 = 1,000.00

Calculation base of operation ICMS = 1,000.00

Operation ICMS  1,000.00 * 7% = 70.00

Joint ICMS Calculation Base  1,000.00 * 35% = 1,350.00

ICMS Joint  1,350.00 * 17% = 229.50

ICMS withheld  294.50 * 70.00 = 224.50

ICMS Withheld = R$ 224.50

Total Invoice = 1,224.50

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See Also

To query other files and modules involved in this process, refer to the following topics:

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