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ARTICLES 57 AND 61 · Band · Content · Evidence · e-CAC

Brazil simplified Local File.
Six requirements, no invented quotas.

From BRL 15 million to below BRL 500 million in controlled transactions, Brazil narrows the mandatory content to the six items in article 61. Simplified means a smaller statutory scope — not a preset number of pages, comparables or project weeks.

Published · Updated · 11 min read

Brazil’s simplification is rule-based. Article 57, II, defines the band by the total prior calendar year’s controlled transactions before transfer pricing adjustments; article 61 lists the content. There is no general “50-page” or “ten-comparable” rule. The appropriate length follows from the number of transactions, the selected method and the evidence required to explain the outcome.

01

Confirm that the simplified band applies

< BRL 15mfiling waived≥ BRL 15m and < BRL 500msimplified Local File≥ BRL 500mfull Local FileBRL 500m itself is in this band
The test uses controlled transactions, not the Brazilian entity’s revenue.

Add the transactions within the controlled-transaction regime and retain the band calculation. Below BRL 15 million, filing is waived; from BRL 15 million to below BRL 500 million, article 61 applies; from BRL 500 million, articles 59 and 60 require the full file.

02

The six article 61 information groups

Articles 61, items I to VI, organised as an operating checklist.
ItemThe file must showTypical evidence
IEntities, tax residence, identification and relationshipMaster data, org chart and corporate records
IIType, characteristics and value of controlled transactionsContracts, ledger and invoices
IIITransfer pricing method used for each transactionMethod memorandum
IVComparables and resulting values or rangesSearch trail, database and reproducible calculations
VWhy the method and comparables were selectedComparability analysis and alternatives considered
VISpontaneous and compensating adjustments for the yearEntries, calculations and tax reconciliation

“Simplified” does not remove the need to demonstrate the result. Where a method requires a tested party, profit level indicator or range, the file should show how the data was obtained and why it is reliable.

03

Method and comparables: there is no universal quota

Comparability decisions that must remain reproducible.
QuestionWorking rule
Is there an internal comparable?Test it before relying on an external search where it can provide greater reliability.
Can a foreign comparable be used?Potentially, if material market differences are identified and can be reasonably adjusted.
How many comparables?No universal minimum or maximum. The set must satisfy comparability and reliability criteria.
Which range?Article 47 distinguishes a single comparable, a full range and an interquartile range depending on reliability and remaining uncertainty.

Article 21, paragraph 3, expressly addresses a case with fewer than four comparables. That alone prevents “five to ten” from becoming a general rule. Record the universe, filters, rejections, adjustments and bridge from source data to result.

Explore the OECD methods under Brazilian law and the arm’s length analysis.

04

Evidence must be organised contemporaneously

Contract and factsLedger and invoicesMethod and searchCalculationsFile and receiptactual conductreconciled valuereproducible stepsECF bridgesubmitted version
Article 62 requires contemporaneous organisation and retention of supporting documents.

Article 62 requires the taxpayer to organise support at the time of the transactions and retain it for audit. Article 63 allows the tax authority to require the company to reproduce, on its premises and in the authority’s presence, database searches used to select comparables.

A final table without contracts, source data, filters, approvals and calculation workpapers is not a reproducible evidence trail.

05

Reconcile the file with the ECF, contracts and accounts

Minimum consistency map before filing.
SourceWhat should reconcileDifference to explain
Ledger and financial statementsValues by nature and counterpartyClassification, FX and cut-off
Contracts and invoicesScope, parties, currency and remunerationActual conduct departing from the contract
ECFTransactions, adjustments and reported informationDifferent scope or taxonomy
Master FileFunctions, value chain and group policyGlobal narrative inconsistent with Brazilian facts
CbCRAggregated totals used as risk indicatorsEntity perimeter, currency and definitions

CbCR is not proof of a transaction, but it may expose an asymmetry for audit review. Separate explainable differences from errors and keep the explanation in the workpaper package.

06

Deadline and filing: three months after the ECF deadline

ECF deadlinestarts the clockWithin +3 monthsLocal + MasterAnnual processe-CAC + receipts
The Local and Master Files are filed separately from the ECF under article 56.

Receita Federal instructs taxpayers to open one process per calendar year and use the same process for supplements or amendments. Each PDF may have up to 15 MB; a document may contain up to 99 files; non-pageable material is generally sent in a ZIP of up to 150 MB.

Build the internal timetable backwards from the legal deadline and the actual data situation — number of transactions, contract availability, external searches and Brazil/HQ approvals.

07

The risk extends beyond a late-filing fine

Article 66 events relevant to the Local File.
FailureConsequence
Late filing0.2% per calendar month or fraction on gross revenue for the period
File not meeting the requirements3% of gross revenue for the period
Failure to provide requested documents or obstruction5% of the corresponding transaction value
Insufficient informationArticle 65 permits allocation of functions, assets and risks to the Brazilian entity and use of reasonable estimates

Article 66 fines have a BRL 20,000 floor and BRL 5 million ceiling per fine. A review should therefore test not only whether the file exists, but whether it covers the six items, reconciles the numbers and allows the method to be reproduced.

08

References and official sources

Build the file around the six actual requirements

TaxUp confirms the band, coordinates data owners, documents the method and comparability analysis and reconciles the Local File with contracts, the ECF and financial records.

Request a Local File review
09

Frequently asked questions

Who can use Brazil’s simplified Local File?
A taxpayer whose prior-year controlled transactions before adjustments total at least BRL 15 million and less than BRL 500 million. At BRL 500 million or more, the full Local File applies.
How many pages must the simplified Local File contain?
IN RFB 2,161/2023 sets no page count. Article 61 defines six information groups. Length depends on the transactions, methods, comparables and evidence required.
Is there a minimum number of comparables?
There is no universal number. Selection depends on comparability and reliability. Article 21, paragraph 3, even addresses a case with fewer than four comparables, while article 47 distinguishes a single comparable, a full range and an interquartile range.
Do Brazilian comparables automatically eliminate geographic adjustments?
No. The analysis looks at the market where the tested party operates and all economically material differences. A domestic comparable may still have material differences; a non-domestic comparable requires reasonably accurate adjustments.
Must the entire benchmark be redone every year?
The file must reflect the period and remain contemporaneous. There is no universal rule requiring a complete external search every year; the update depends on changes in transactions, functions, data and economic circumstances.
What is the filing deadline?
Within three months after the ECF filing deadline, through a Digital Process in e-CAC under article 56. The Local File is not filed together with the ECF.
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