Fechamento fiscal do período

This module adds a new screen called Fiscal Closing under the accountant menu. There you create a closing record, choose whether to export by period (month and year) or all documents, and optionally group documents in folders and include PDF files.

When you press Export, Odoo collects the fiscal documents of the selected company and period, including NFe, NFCe, CFe, CFe ECF, NFSe, RL and CTE, together with their authorization, cancellation and correction event files. The files are organised in a folder structure based on the company tax number, month, issuer, document type and operation type, and packed into a ZIP file that you can download or send by email. Documents exported by period are linked to the closing record so they are not exported again.

After exporting, the record moves to Open state. In that state you can attach the tax files for ICMS, ICMS ST, IPI, ISS, PIS, COFINS, CSLL, IRPJ, Simples Nacional and accountant fees, add other accountant files and notes, and tick Block period to avoid new fiscal moves. Pressing Close marks the record as Closed.

The closing must be unique per company, month, year and export type. The module also adds a Close ID field on fiscal documents to link them to a closing.