IMPLEMENTATION GUIDE FOR SAP NOTE 3624558
1. INTRODUCTION ............................................................................................................................................ 2
1.1 Purpose ....................................................................................................................................................... 2
1.2 Notices ......................................................................................................................................................... 2
1.3 Disclaimer ................................................................................................................................................... 2
2. CONFIGURE CONDITION VALUE FORMULA ............................................................................................ 2
2.1 Create Condition Value Formula .............................................................................................................. 2
3. CREATE CONDITION TYPE FOR CBS AND IBS BASE AMOUNT ............................................................ 2
4. INSERT THE NEW CONDITION TYPE FOR CBS AND IBS BASE AMOUNT IN THE CALCULATION
PROCEDURE..................................................................................................................................................... 3
5. CHANGE CONDITION TYPES IN THE CALCULATION PROCEDURE ..................................................... 3
1. INTRODUCTION
The Brazilian government published the Complementary Law No. 214 on January 16, 2025, introducing the
new taxes:
• Contribution on Goods and Services (CBS).
• Tax on Goods and Services (IBS - State and Municipal).
Exclude the PIS, COFINS, and/or ISS from IBS and CBS base amounts when these taxes are included in
the net price.
1.1 Purpose
This document guides you through configuring your system to comply with the new taxes from the tax
reform. At this stage, you must perform manual steps to create the necessary data in the system. After
following the procedures in this document, your system excludes the PIS, COFINS, and/or ISS value from
the taxes CBS and IBS (State and Municipal) base amount in purchasing documents such as purchase
orders and invoice receipts.
1.2 Notices
Log in to the system in English.
This document contains manual implementation steps.
1.3 Disclaimer
SAP delivers configurations to the TAXBRJ standard. If any of the configurations delivered do not meet your
business requirements, you must make the necessary adjustments.
2. CONFIGURE CONDITION VALUE FORMULA
2.1 Create Condition Value Formula
Follow the steps bellow:
1. Access the VOFM transaction.
2. Choose Formulas → Condition value.
3. Insert the Routine Number in Customer Namespace (600 – 999).
4. Insert the Description value.
5. Make sure the application column is empty.
6. Select the current line.
7. Click the Source text button to generate the include.
8. Copy the code suggested in the attachment [Link] into the generated form.
9. Save and Activate.
10. Return to the previous page.
11. Choose Edit → Activate.
3. CREATE CONDITION TYPE FOR CBS AND IBS BASE AMOUNT
Follow the steps below:
1. Access the J1BTAX transaction.
2. Choose Condition Setup → Condition Types → Condition Types MM.
3. Click on New Entries.
4. Insert the New Condition Type, see example in the following table.
Conditio Descripti Condition Calculation Condition Group Group
n Type on Class Type Category Condition - Condition -
Manual Entry Item
Condition
BTXI CBS IBS A (Discount B (Fixed 1 (Tax JurDic D X
Base or Surcharge) Amount) level 1)
NOTE: The values for Condition Type provided above is a suggestion. You can adjust it based on
your calculation procedures.
In the Group Condition area, do not flag the Group Condition box, only the Item Condition.
5. Save your changes.
4. INSERT THE NEW CONDITION TYPE FOR CBS AND IBS BASE AMOUNT IN THE CALCULATION
PROCEDURE
Follow the steps below:
1. Access the J1BTAX transaction.
2. Choose Condition Setup → Calc. Procedures → Calc. Procedures MM.
3. Select the line of your Tax Procedure. (For example: TAXBRJ)
4. Double click on Control Data.
5. Click New Entries.
6. Insert the New Condition Type created in step 3. create condition for cbs and ibs base amount, see
example in the following table:
Step Counter Conditio From Manual Statistic Subtota Alt. Calc. Alt. Acc
Number n Type Step s l Cndn Cndn ount
Amnt Base Key
Value
179 0 BTXI 100 X Formula
from step
2.1
NOTE: The values provided above are suggestions. You can adjust them based on your calculation
procedures.
The values you enter in the "From" column may change depending on your implementation. In the
standard configuration, Step 100 relates to BASB conditions.
7. Save your changes.
5. CHANGE CONDITION TYPES IN THE CALCULATION PROCEDURE
Follow the steps below:
1. Access the J1BTAX transaction.
2. Choose Condition Setup → Calc. Procedures → Calc. Procedures MM.
3. Select the line of your Procedure. (For example: TAXBRJ)
4. Double click on Control Data.
5. Ensure that the Condition Type for CBS and IBS Base Amount created in step 4. Insert the new
condition type for CBS and IBS base amount in the calculation procedure, is inserted before
Condition Types BXCB, BXBS, and BXBM.
6. Change the “From Step” column of Condition Types BXCB, BXBS, and BXBM to the step assigned to
CBS and IBS base amount (for example, you created the CBS and IBS Base in step 179, then insert
step 179 in the “From Step” column for Condition Types BXCB, BXBS, and BXBM). See example in
the following table:
Step Counter Conditio From Manual Statistic Subtota Alt. Alt. Account
Number n Type Step s l Calc. Cndn Key
Cndn Base
Amnt Value
180 0 BXCB 179 X
181 0 BXBS 179 X
182 0 BXBM 179 X
NOTE: The values provided above are suggestions. You can adjust them based on your calculation
procedures.
The values you enter in the "From" column may change depending on your implementation. In the
example suggested in the step 4. Insert the new condition type for CBS and IBS base amount in the
calculation procedure., the Step 179 relates to the CBS IBS Base (BTXI) condition.
7. Ensure the "From" column of Condition Types CBS1 and CBS2 has the step assigned to BXCB.
8. Ensure the "From" column of Condition Types IB1S and IB2S has the step assigned to BXBS.
9. Ensure the "From" column of Condition Types IB1M, IB2M has the step assigned to BXBM.
See example in the following table:
Step Counter Conditio From Manual Statistic Subtota Alt. Alt. Account
Number n Type Step s l Calc. Cndn Key
Cndn Base
Amnt Value
280 0 CBS1 180 1 VSI
281 0 IB1S 181 1 VSJ
282 0 IB1M 182 1 VSL
380 0 CBS2 180 1 NVV
381 0 IB2S 181 1 NVV
382 0 IB2M 182 1 NVV
NOTE: The values provided above are suggestions. You can adjust them based on your calculation
procedures.
The values you enter in the "From" column may change depending on your implementation. In the
standard configuration, Steps 180, 181, and 182 are related to the BXCB, BXBS, and BXBM
conditions.
Note that if you are using the configuration outlined in the 3606761 - CBS and IBS as Statistical
Calculation and Accounting in Purchasing Processes SAP Note, the statistical column should still be
checked.
10. Save your changes.