Skip to content
ApterGreat Place To Work: Certificada
Impact DiagnosticA guide for companies, CBS, IBS and the Selective Tax

Is your company ready for the Brazilian Tax Reform?

A quick diagnostic built on the methodology Apter applies in real Tax Reform projects. In a few minutes you will see where the biggest gaps are and where to start.

8 themes, about 10 minutes
Illustrative sample result
58%Overall index
  • 4Credits, debits and transitionCritical · 33%
  • 2Systems and tax documentsAttention · 60%
  • 1Governance and readinessAdequate · 80%

How it works

Three simple steps

  1. Answer

    For each theme, choose the option that best describes your company’s current stage. Not sure? That is a valid answer too.

  2. Get your index

    The tool calculates your readiness level by theme and an overall index, from critical to adequate.

  3. Prioritize

    For each theme you get the attention points and main risks, ordered by priority.

What we will assess

The 8 themes of the diagnostic

  1. Governance and readinessOrganizing the adaptation project
  2. Systems and tax documentsERP, NF-e/NFS-e and new fields
  3. Master dataClean NCM, NBS, CST and cClassTrib
  4. Credits, debits and transitionTax migration and credit recovery
  5. Split payment, cash and pricingFinancial impact, pricing and assisted assessment
  6. Contracts and commercial relationsClauses, price adjustments and commercial terms
  7. Procurement, suppliers and operationsSimples Nacional, suppliers and regimes
  8. People, obligations and monitoringBenefits, compliance and follow-up

Supporting material. This diagnostic was prepared by Apter based on its methodology for assessing the impacts of the Brazilian Tax Reform (CBS, IBS and the Selective Tax). The content is informative and educational; it does not replace an individual technical analysis and does not constitute a tax, accounting or legal opinion. Answers and results are the responsibility of the person completing it. Validation by a qualified professional and by Apter’s Tax practice is recommended before any external use or decision-making. Answers and results are stored by Apter, linked to your registration, to support follow-up and internal statistics. Main legal references: Complementary Law 214/2025, Decree No. 12,955/2026 (CBS Regulation), CGIBS Resolution No. 6/2026 (IBS Regulation) and supplementary acts, subject to updates.