Understanding the theory of the new legislation doesn't guarantee your company will stay profitable. The real challenge is preparing your systems, reviewing prices, adapting cash flow to split payment and choosing the right tax regime before the hard deadlines. The Transition Checklist solves that.
What's inside
- Test-year audit: how to validate IBS/CBS invoicing and master data in your ERP
- Critical legal deadlines: a decision matrix for the hybrid Simples option
- Cash modeling & split payment: financial preparation for CBS withholding at source
- Contract and pricing adjustments: how to pass on the new B2B/B2C tax burden without losing margin
- Systems, compliance & KPIs: a go-live checklist for tax and IT teams
Designed as your ongoing operating guide, not a theoretical read
Each pillar of the guide brings actionable checklists with step-by-step tasks in chronological order. The tax transition doesn't happen overnight: it requires ongoing adjustments to systems, contracts and financial modeling to keep your company healthy and capitalized.
- Master data & ERP audit: Frequency: Monthly / Quarterly · Priority: High · Focus: eliminating IBS/CBS and NCM errors
- Hybrid Simples option: Frequency: Fixed deadline (September) · Priority: Critical (legal) · Focus: B2B competitiveness simulation
- Split payment impact on cash: Frequency: Monthly · Priority: Critical · Focus: projecting immediate withholding on PIX and card payments
- Rewriting long-term contracts: Frequency: Semiannual · Priority: Medium · Focus: adding IBS, CBS and IS clauses
