Tax Planning 2025–2027: How to Prepare for the System Turning Point
Tax planning actions to take now, before the Tax Reform reaches full operation. Steps and priorities for 2025–2027.
Executive Summary
The 2025–2027 period is the window in which many companies can still prepare without the emergency cost of the more advanced phase of the transition. The goal here is not to guess a tax rate. It is to organize the company so it can make better decisions once the rules are mature.
What the Planning Must Cover
In this context, tax planning is not just a fiscal simulation. It needs to include:
- contracts with customers and suppliers;
- systems and data quality;
- a reading of the corporate structure;
- a view of cash flow and credit;
- governance of the transition.
If one of these fronts fails, the company usually pays twice: in inefficiency and in rework.
Practical Priorities
1. Contracts
Review fixed-price, ongoing-service, and critical-supply contracts. A poor tax clause turns into margin erosion.
2. Systems
ERP, invoicing, and master data must be ready to correctly identify the operation, the nature of the revenue, and the relevant tax data.
3. Cost Structure
Before talking about new credit, the company needs to know where it actually spends and what is weighing on the margin today.
4. Governance
Define who tracks regulation, who updates contracts, who validates impact, and who decides.
What Not to Do
- waiting for the final phase of the transition to act;
- treating the reform as a topic exclusive to the accountant;
- reviewing only the tax rate and ignoring cash flow;
- projecting a benefit without checking how it will be operationalized.
Essential Checklist
- Map sensitive contracts
- Review ERP and master data
- Survey the current structure of costs and credits
- Define internal owners for the transition
- Update scenarios as regulation advances
Want a personalized diagnosis of how the Tax Reform affects your company’s planning? On /napratica, VMAHUB publishes practical guides for business owners and managers. For an in-depth analysis of your situation, talk to our team: [email protected]
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