E-Invoice (NF-e) Generation Request Form

Processing electronic invoices (Nota Fiscal Eletrônica - NF-e) is a critical compliance requirement for Brazilian businesses, but coordinating the necessary information between clients and accountants can be time-consuming and error-prone. This E-Invoice Generation Request Form streamlines the entire process, ensuring your accounting team has all the required details to generate compliant NF-e documents quickly and accurately.

Built specifically for Brazilian businesses, accounting firms, and financial services professionals, this template captures everything needed for NF-e generation: issuer and recipient CNPJ information, complete transaction details, product or service descriptions, tax classifications (CFOP, NCM codes), ICMS and IPI calculations, and payment terms. The structured format reduces back-and-forth communication, minimizes errors, and helps maintain compliance with Brazilian tax regulations.

Paperform makes it easy to customize this template to match your firm's specific requirements. Add conditional logic to show different fields based on transaction type (product vs. service), set up automatic calculations for tax amounts, and apply your brand colors and logo for a professional client experience. Whether you're processing a handful of invoices or managing high volumes, this form keeps all the critical information organized and accessible.

For accounting firms managing multiple clients, this form becomes even more powerful when connected to Stepper (stepper.io). Automatically route completed requests to the right team member based on client or transaction type, create tasks in your project management system, update your accounting software with the submission data, and send confirmation emails with estimated completion times. This automation transforms a manual, repetitive process into a smooth, efficient workflow that scales with your practice.

With SOC 2 Type II compliance and robust data security, Paperform ensures sensitive financial and tax information is protected throughout the submission process, giving you and your clients peace of mind while staying compliant with Brazilian regulatory requirements.