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Brazilian Tax Reform · Second phase · 2027

Tax Reform X-Ray | Protheus

Readiness diagnostic for IBS and CBS configuration in Protheus, from TES to the switchover. Answer with the tax team and the IT team together. The result comes out right away, on this page.

  • 36checkpoints
  • 8process blocks
  • 15minutes, on average
  • 11weeks until Jan 1, 2027
  • Who answersWhoever knows what is already configured. An optimistic guess takes away the value of the exercise.
  • How to answerDone means configured and tested. Partial means decided, but not implemented or tested. N/A removes the point from the calculation, for operations the company does not have.
  • What you getAn exposure map by block, a start deadline for each point and what depends on third parties.
  1. Calculation and rates on outbound transactions5 checkpoints
  2. TES, master data and tax determination5 checkpoints
  3. Outbound tax documents5 checkpoints
  4. Inbound transactions and credit5 checkpoints
  5. Accounting3 checkpoints
  6. Tax assessment, split payment and reconciliation4 checkpoints
  7. Transition and switchover3 checkpoints
  8. Release, customizations and governance6 checkpoints

Supporting material. This diagnostic was prepared by Apter Tecnologia e Inovação Ltda. The result is indicative and does not replace a technical analysis: tax positions must be validated by the Tax practice and the accounting treatment by the Audit practice before any configuration decision. Rules, technical notes and deadlines refer to September 2026 and must be rechecked against the official source. Answers and results are stored by Apter, linked to your registration, to support follow-up and internal statistics. Protheus and TOTVS are trademarks of TOTVS S.A., with no affiliation to this material, and the product delivery schedule must be confirmed with TOTVS. Version 1.0.