our expertise
BMTax: Leading reference in credit accumulation for the State Tax on Goods and Services (ICMS) and refund of ICMS under the tax swap regime (ICMS-ST)
As a well-established and recognized leader in this market, BMTax offers specialized solutions for the calculation, processing, and validation of digital files used to recover accumulated ICMS credits (e.g., São Paulo State Ordinances 83/09 and 207/09) and apply for Refund of the ICMS-ST (e.g., São Paulo State Ordinances 42/18).
- Recognized leadership: We generate a significant volume of digital files each month for calculating ICMS and ICMS-ST credits, consolidating our expertise, credibility, and excellence in this market.
- Continuous Innovation: Drawing on our extensive experience in inspections and ratification processes, we continuously improve our tools to deliver more secure and efficient credit recovery.
- Speed and accuracy: With proprietary technologies, we make sure that credits are processed swiftly, always prioritizing compliance and operating cost reduction. National Reach: We operate all across Brazil, making sure that our solutions are adapted to each State’s tax laws and practices.
BMTax and Tax Reform: Shaping Today, Transforming Tomorrow
Our solutions are designed to ensure compliance, support a smooth transition, and unlock opportunities arising from Tax Reform.
Among our products and services, we highlight:
- Specialized Transition Consulting Services: We provide support for the transition and adaptation to the new tax system, managing internal projects (PMO) to ensure seamless and efficient Tax Reform implementation.
- Impact Analysis: Custom-made simulations to identify changes in tax burden and optimization opportunities. Our predictive analyses provide a detailed overview of impacts on tax burden, cash flow, and pricing, enabling timely and strategic adjustments.
- Training and Workshops: Programs developed to prepare internal teams for the new tax landscape.
- Preventive Tax Audit: Comprehensive diagnostics to align corporate practices with the new requirements starting in 2026, mitigating risks and avoiding sanctions.
- Tax Credit Management: Solutions tailored to identify and monetize existing tax credits, adapted to the new post-reform tax environment, with simulations of credit generation and refunds throughout the transition process.
- Functional advisory for system alignment and set-up: Full support in adapting and setting up ERPs and tax systems to meet the requirements of the Tax Reform. Multidisciplinary Team: Tax and technology experts working in synergy to offer complete and integrated solutions.
- Proprietary Systems: Our systems use artificial intelligence and predictive analysis for a quick and reliable decision-making process.
- Customized Approach: We understand that every enterprise is unique. This is why BMTax’s solutions are adapted to the clients’ needs, taking into account their sector, size, and specific challenges.
- Leadership and Innovation: With consolidated expertise in complex scenarios, BMTax is ready to lead its clients through this historic transformation of the Brazilian tax system.
BMTax Review: Tax Review with Data Intelligence (Intelligence Tax Hub)
Our tax review goes far beyond traditional checks. Powered by Intelligence Tax Hub—BMTax’s proprietary platform, developed in partnership with Microsoft and ButtiniMoraes—we set a new benchmark for efficiency and depth in tax analysis.
In addition to swiftly and accurately performing day-to-day verification routines, tax review with Intelligence Tax Hub enables:
- Interactive and Dynamic Navigation: An intuitive and interactive environment where users can explore their tax data in real time and generate customized reports and analyses through an AI-powered chat.
- Analyses with AI: We leverage AI for cross-referencing tax data in an automated and intelligent way, performing predictive analyses that anticipate trends, detect hidden risks, and identify strategic opportunities often missed by traditional reviews.
- Continuous Improvement: The platform is constantly evolving, incorporating insights from inspections, regulatory updates, and client feedback to remain in step with the ever-changing demands of the tax landscape.
- Compliance and Data Security: By combining innovation with strict data protection standards, Intelligence Tax Hub offers a reliable, scalable solution built to meet the highest levels of governance and security.
BMTax for M&A: Trusted Tax Due Diligence with Strategic Insight
In M&A transactions, managing and assessing tax risks and opportunities is critical to both the success and feasibility of the deal. With BMTax, Tax Due Diligence is designed to ensure transparency, mitigate risks, uncover opportunities, and deliver strategic support at every stage of the transaction.
Our Tax Due Diligence Solutions:
- Review of Tax Liabilities: Identification and analysis of all existing proceedings and tax clearance certificates.
- Hidden Risks: Analytical review of the target company’s ancillary obligations to identify hidden liabilities or potential tax risks that may affect the deal.
- Tax Opportunities: Review and identification of accumulated tax credits or credits that may be recovered through lawsuits and proceedings, and potential monetization and optimization opportunities.
- Customized Reports to the Buyer or Seller: Preparation of detailed reports that inform pricing and decision-making, fully aligned with the purchase or sale strategy.
BMTax’s Microservices: Agility and Precision, Tailored to Your Tax Needs
At BMTax, we know that every detail counts when it comes to high-performance tax management. This is why we created a comprehensive suite of microservices, built to address specific needs with speed and efficiency.
Our solutions combine advanced technology, security, and tax expertise. Learn more about the main services:
- Automated Invoice Retrieval: A solution integrated with public Application Programming Interfaces (APIs) to query, validate, and retrieve electronic invoice data directly from government databases.
- Ancillary Obligations Cross-Checks: A tool that validates information reported in tax documents and ancillary obligations, identifying discrepancies and ensuring compliance and accuracy in submissions to the tax authorities.
- Ancillary Obligations Rectification: Solutions for swiftly and accurately reading, amending, and rectifying ancillary obligations.
- Tax Business Intelligence Dashboards: Interactive dashboards that consolidate and display tax indicators, providing robust data analysis to support strategic decision-making.
- Automation (RPA): Robots and automations that perform repetitive tasks, such as retrieving information directly from government portals in a structured manner while fully complying with authentication rules and access controls. This approach drives scalability, reduces manual errors, and improves reliability on the data used in tax analyses.