Tax BPO

Managing a company’s tax obligations can be a real challenge. The responsibilities imposed by tax authorities at the municipal, state, and federal levels are extensive and complex.

It is precisely to facilitate this management that we offer our Tax BPO. It provides security, quality, accuracy, access to automation resources, and minimizes the possibility of tax contingencies, as well as explores possibilities to reduce the tax burden.

To turn tax management into a competitive advantage, one must go beyond the activities of delivering tax obligations and provide tax reports and analyses that allow for the identification of growth opportunities, improvement in financial efficiency, and the search for opportunities to reduce the tax burden.

Tax BPO Services:

 

We take care of the entire process, from tax calculation and recording to the submission of ancillary tax obligations, all within the established deadlines. Our focus is to ensure that your company pays only the minimum required in taxes while remaining compliant with the law. We leverage technology to streamline processes, reduce costs, and simplify tax management.

Additionally, we address the regularization of tax discrepancies, review of tax procedures, tax planning, tax credit recovery, and other specific demands. We conduct detailed analyses to identify potential tax issues and propose solutions to prevent losses and optimize your company’s tax management. Furthermore, we utilize technology to streamline processes, reduce costs, and ensure accurate and reliable results.

Main activities

  • Recording of incoming and outgoing invoices and service receipts
  • Tax calculations at the municipal, state, and federal levels
  • Guidance on potential benefits and tax burden reduction
  • Evaluation of the best tax option for the company
  • Federal ancillary declarations such as EFD, DCTF, REINF, DIF, DIMOB, DIRF, DITR, DMED, DeSTDA, and others.
  • State ancillary declarations such as GIA, REDF, VAF, DAMEF, among others
  • Municipal ancillary declarations such as declarations of services received
  • Control of ICMS (Value Added Tax on Sales and Services) credits for fixed assets
  • Tax offset and refunds through PER/DECOMP and e-CredAc
  • Analysis of tax aspects in foreign transactions
  • Icone do What are the advantages of Tax BPO for my company?

    What are the advantages of Tax BPO for my company?

    By choosing Bernhoeft as your tax advisory partner, your company gains a strategic and productive partnership in Tax BPO. We work with service teams composed of specialists in various fields, allowing us to serve companies of all sizes and industries.

     

    By outsourcing tax processes, your company can significantly reduce costs related to infrastructure and team management, while enabling your team to focus on more strategic and business-critical activities. With our technology, experienced experts, and agile processes, we provide greater security and quality in tax routine processes, making your company more competitive and efficient.

     

    Our Tax BPO services ensure that your company complies with tax and fiscal obligations, avoiding potential issues with tax authorities.

  • Icone do Why outsource the tax department?

    Why outsource the tax department?

    Outsourcing the tax department can be a necessary solution for companies facing signs of a lack of specialized knowledge, high time demands, financial and tax risks, and high technology costs.

     

    Hiring an experienced accounting firm can help manage tax routines properly, providing customized services, accurate and timely reports, and identifying and resolving potential tax issues before they become major problems. This can allow the company to focus on other important areas of the business while saving time and money in the long run.

     

    In the case of companies with branches, outsourcing only state and municipal tax routines can be a strategic choice if the headquarters’ team lacks sufficient knowledge to handle the tax accounting of these branches.

     

    This knowledge may be required to deal with tax benefits and other specific aspects of the state or municipality in question. Outsourcing these activities allows the company to focus on its core activities without worrying about region-specific tax issues.

  • Icone do What technology is used in Tax BPO?

    What technology is used in Tax BPO?

    We offer tax advisory services using technology to ensure security, agility, and the quality of managed information. We have the flexibility to execute tax routines both at Bernhoeft and at your office. We can run tax accounting in our system or in your company’s ERP system, whether it’s SAP, Oracle, TOTVS, Sankhya, or another, as long as it is capable of exporting the necessary files to meet the tax obligations required by tax authorities.

     

    When your tax routines are performed in our system, we have tools that automatically capture incoming and outgoing electronic invoices (NFs-e) and transportation service invoices (CTs-e), providing efficiency and security in day-to-day operations. We also utilize technologies that monitor pending issues, issue electronic certificates of no debt (CNDs), and automate processes.

     

    Through our client portal, you have access to updated documents not only for the current month but also for previous periods. This includes accounting reports, tax-related documents, and payroll-related documents when we are responsible for all these BPOs.

     

    With our dashboard, you can access charts and indicators related to your tax area, allowing for a comprehensive analysis of the company’s finances. It enables you to use the information for short, medium, and long-term planning, and the displayed data provides a detailed view of revenue evolution, tax evolution, among others.

  • Icone do How does the transition of services take place?

    How does the transition of services take place?

    By outsourcing the tax aspect to us, you receive full support during the service transition.

     

    Initially, we will have an onboarding meeting to understand the details of your company’s operations, relevant controls, and to define schedules, procedures, and other important aspects to ensure a smooth and problem-free transition. Based on the documentation received, we will proceed with configuring the accounting system, setting up cost centers, importing previous balances, and working on data integration between the client’s system and ours.

     

    In parallel, we provide lists of documents that the company needs to keep on file, which the previous service provider will need to send to us, and those that we need to receive from your company on a monthly basis for monthly records.

     

    Throughout the transition, our team will also provide training so that your employees can efficiently use the online platform and for managers to extract relevant information from the accounting.

     

    Our goal is to make the transition as smooth and efficient as possible so that you can focus on the strategic activities of your business while we take care of the bureaucracy.

  • Icone do How does daily service work?

    How does daily service work?

    Our daily service is provided by a specialized team composed of experienced and well-qualified professionals. We have technology experts to ensure that our platform is always up to date and meeting the needs of our clients.

     

    To ensure the best possible experience, part of our team is bilingual, which means we are prepared to serve clients from different nationalities who are located in Brazil or abroad.

     

    We also offer various communication channels, including telephone, email, and chat, so that you can choose the most convenient way to contact us.

     

    Our goal is to provide high-quality service with personalized and efficient support and an advanced technological platform that ensures process agility, information security, and compliance with deadlines.

  • Icone do What are the advantages of Tax BPO for my company?

    What are the advantages of Tax BPO for my company?

  • Icone do Why outsource the tax department?

    Why outsource the tax department?

  • Icone do What technology is used in Tax BPO?

    What technology is used in Tax BPO?

  • Icone do How does the transition of services take place?

    How does the transition of services take place?

  • Icone do How does daily service work?

    How does daily service work?

  • What are the advantages of Tax BPO for my company?

    By choosing Bernhoeft as your tax advisory partner, your company gains a strategic and productive partnership in Tax BPO. We work with service teams composed of specialists in various fields, allowing us to serve companies of all sizes and industries.

     

    By outsourcing tax processes, your company can significantly reduce costs related to infrastructure and team management, while enabling your team to focus on more strategic and business-critical activities. With our technology, experienced experts, and agile processes, we provide greater security and quality in tax routine processes, making your company more competitive and efficient.

     

    Our Tax BPO services ensure that your company complies with tax and fiscal obligations, avoiding potential issues with tax authorities.

  • Why outsource the tax department?

    Outsourcing the tax department can be a necessary solution for companies facing signs of a lack of specialized knowledge, high time demands, financial and tax risks, and high technology costs.

     

    Hiring an experienced accounting firm can help manage tax routines properly, providing customized services, accurate and timely reports, and identifying and resolving potential tax issues before they become major problems. This can allow the company to focus on other important areas of the business while saving time and money in the long run.

     

    In the case of companies with branches, outsourcing only state and municipal tax routines can be a strategic choice if the headquarters’ team lacks sufficient knowledge to handle the tax accounting of these branches.

     

    This knowledge may be required to deal with tax benefits and other specific aspects of the state or municipality in question. Outsourcing these activities allows the company to focus on its core activities without worrying about region-specific tax issues.

  • What technology is used in Tax BPO?

    We offer tax advisory services using technology to ensure security, agility, and the quality of managed information. We have the flexibility to execute tax routines both at Bernhoeft and at your office. We can run tax accounting in our system or in your company’s ERP system, whether it’s SAP, Oracle, TOTVS, Sankhya, or another, as long as it is capable of exporting the necessary files to meet the tax obligations required by tax authorities.

     

    When your tax routines are performed in our system, we have tools that automatically capture incoming and outgoing electronic invoices (NFs-e) and transportation service invoices (CTs-e), providing efficiency and security in day-to-day operations. We also utilize technologies that monitor pending issues, issue electronic certificates of no debt (CNDs), and automate processes.

     

    Through our client portal, you have access to updated documents not only for the current month but also for previous periods. This includes accounting reports, tax-related documents, and payroll-related documents when we are responsible for all these BPOs.

     

    With our dashboard, you can access charts and indicators related to your tax area, allowing for a comprehensive analysis of the company’s finances. It enables you to use the information for short, medium, and long-term planning, and the displayed data provides a detailed view of revenue evolution, tax evolution, among others.

  • How does the transition of services take place?

    By outsourcing the tax aspect to us, you receive full support during the service transition.

     

    Initially, we will have an onboarding meeting to understand the details of your company’s operations, relevant controls, and to define schedules, procedures, and other important aspects to ensure a smooth and problem-free transition. Based on the documentation received, we will proceed with configuring the accounting system, setting up cost centers, importing previous balances, and working on data integration between the client’s system and ours.

     

    In parallel, we provide lists of documents that the company needs to keep on file, which the previous service provider will need to send to us, and those that we need to receive from your company on a monthly basis for monthly records.

     

    Throughout the transition, our team will also provide training so that your employees can efficiently use the online platform and for managers to extract relevant information from the accounting.

     

    Our goal is to make the transition as smooth and efficient as possible so that you can focus on the strategic activities of your business while we take care of the bureaucracy.

  • How does daily service work?

    Our daily service is provided by a specialized team composed of experienced and well-qualified professionals. We have technology experts to ensure that our platform is always up to date and meeting the needs of our clients.

     

    To ensure the best possible experience, part of our team is bilingual, which means we are prepared to serve clients from different nationalities who are located in Brazil or abroad.

     

    We also offer various communication channels, including telephone, email, and chat, so that you can choose the most convenient way to contact us.

     

    Our goal is to provide high-quality service with personalized and efficient support and an advanced technological platform that ensures process agility, information security, and compliance with deadlines.

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