Welcome to Cegid Fiscal Reporting!

Cegid Fiscal Reporting is an application designed to make it easier for companies to manage and submit their legal and tax obligations. This means that the various models/declarations can be managed according to the market in which the company is located and the respective periodicity of submission.

To ensure constant monitoring of tax reporting, there are user profiles available to internally manage the creation, submission, and consultation of obligations.

How to Start

Fiscal Reporting includes the processes and operations related to the delivery of fiscal reports in a way that is fully integrated with the accounting software.

To start working in Fiscal Reporting, you only need to follow these steps, according to your access profile:

Responsible Accountant

With this profile, you should:

1. Invite the necessary users on Cegid Workspace;
2. Define Credentials on Cegid Fiscal Automation;
3. Create Reports according to the fiscal and legal calendar.

Accounting Technician

With this profile, you should:

1. Invite the necessary users on Cegid Workspace;
2. Define Credentials on Cegid Fiscal Automation;
3. Create Reports according to the fiscal and legal calendar.

Access Profiles

To ensure the correct use of all features and functionally manage workflows, there is a range of profiles available to meet all organizational needs.

Accounting Responsible

Functions

• Create and deliver fiscal reports;
• Ensure compliance with the organization's fiscal calendar;
• Configure company data;
• Manage users;
• Define access credentials to official portals;

Access

• Cegid Workspace
• Cegid Fiscal Automation

Configurator

Functions

• Configure company data;
• Invite the users and assign profiles;
• Remove assigned profiles;
• Define access credentials to official portals;

Access

• Cegid Workspace
• Cegid Fiscal Automation

Accounting Technician

Functions

• Create and deliver fiscal reports;
• Ensure compliance with the organization's fiscal calendar.

Contributer

Functions:

Consult the fiscal reports created and delivered via Fiscal Reporting.

Integrated help

This help tool was built based on the structure of Fiscal Reporting so that everything you see in the product corresponds to what you're looking for in the Help Center. In this sense, the articles are organized to follow the product and task flow and are also oriented to the different user profiles.

Concepts and How-To

The articles have been designed to bring together all the knowledge on the subject, i.e., through the content bar (on the right), you can navigate through all the related subjects. The Help Center also has a set of FAQS which help to clarify specific doubts.

News and Release Notes

All the changes made to Fiscal Reporting are announced in the news area, in line with the product releases. Get to know all the minor improvements and corrections in the Release Notes category and keep track of the product’s evolution.

Suggestions

At Cegid, we are focused in producing content that is simpler, more up-to-date, and closer to our users’ reality, and for this, we count on you. Gives your opinion in the feedback at the end of each article and suggest improvements and new content in the Suggestions area.