Tax Calendar and Compliance for Small-Medium Businesses
Build a complete annual calendar of tax obligations with deadlines, responsible parties, and late payment penalties.
Create a control system that ensures timely compliance with all tax obligations, avoiding fines, interest, and issues with Federal, State, and Municipal tax authorities.
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Prompt objective
Create a control system that ensures timely compliance with all tax obligations, avoiding fines, interest, and issues with Federal, State, and Municipal tax authorities.
Real use case
NovaMais Distributor, operating under Presumed Profit taxation in Belo Horizonte, was fined R$12,000 for submitting the EFD-Contribuições (Social Contributions Electronic Bookkeeping) three months late. The owner wants a system that never misses a tax deadline again.
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Prompt
Create a complete fiscal calendar for [COMPANY NAME], operating under the [SIMPLES NACIONAL/PRESUMED PROFIT/REGULAR PROFIT] tax regime, established in [CITY/STATE], with activity in [RETAIL/SERVICES/MANUFACTURING].\\\\\\\\n\\\\\\\\n**Tax obligations to map:**\\\\\\\\n\\\\\\\\n1) **Monthly tax payments:**\\\\\\\\n- Tax payments (DAS, DARF IRPJ/CSLL, PIS, COFINS, ISS, ICMS)\\\\\\\\n- Due date for each tax\\\\\\\\n- Penalty and interest per day of delay\\\\\\\\n- FGTS Digital (day 20)\\\\\\\\n- Employer INSS\\\\\\\\n- Withholding taxes (IRRF, CSRF, withheld ISS, withheld INSS)\\\\\\\\n\\\\\\\\n2) **Monthly ancillary obligations:**\\\\\\\\n- SPED Fiscal (EFD ICMS/IPI) — day [X]\\\\\\\\n- EFD-Contribuições — day [X]\\\\\\\\n- DCTF — day [X]\\\\\\\\n- PGDAS-D (Simples Nacional)\\\\\\\\n- GIA (state ICMS)\\\\\\\\n- Service invoice bookkeeping\\\\\\\\n\\\\\\\\n3) **Quarterly obligations:**\\\\\\\\n- Quarterly IRPJ/CSLL (Presumed Profit)\\\\\\\\n- Quarterly DCTF (if applicable)\\\\\\\\n\\\\\\\\n4) **Annual obligations:**\\\\\\\\n- DIRF (February)\\\\\\\\n- ECF (July)\\\\\\\\n- ECD (May)\\\\\\\\n- RAIS/eSocial annual\\\\\\\\n- DEFIS (Simples Nacional — March)\\\\\\\\n- Income statement (February)\\\\\\\\n- ITR Declaration (if applicable)\\\\\\\\n\\\\\\\\n5) **Municipal obligations:**\\\\\\\\n- ISS (monthly due date)\\\\\\\\n- Licensing fee\\\\\\\\n- Property tax (IPTU)\\\\\\\\n- Operating license (renewal)\\\\\\\\n\\\\\\\\n**For each obligation, include:**\\\\\\\\n| Obligation | Frequency | Deadline | Late Penalty | Responsible Party | System/Channel |\\\\\\\\n\\\\\\\\n**Alert system:**\\\\\\\\n- Reminder setup (Google Calendar, [ERP SYSTEM])\\\\\\\\n- Monthly tax closing checklist\\\\\\\\n- Backup responsible party (coverage during accountant's vacation)\\\\\\\\n\\\\\\\\nFormat as visual calendar + detailed table. Account for national and [STATE] state holidays that affect deadlines.
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- 1Replace the key placeholders first: COMPANY NAME, SIMPLES NACIONAL/PRESUMED PROFIT/REGULAR PROFIT, CITY/STATE, RETAIL/SERVICES/MANUFACTURING.
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