PayPro Global's blog!

Brazil's New IOF Tax Changes: What SaaS and B2B Companies Need to Know

Written by Ioana Grigorescu | May 23, 2025 2:31:04 PM

Brazil made substantial modifications to its Tax on Financial Operations (IOF) through Decree No. 12,466, which went into effect on May 23, 2025. These changes will have a direct effect on your financial operations, foreign transactions, and maybe your pricing strategies if you are a software vendor, B2B service provider, or SaaS company doing business in or with Brazil.

What is the IOF and Why Should You Care?

Brazil's financial transaction tax, known as the IOF (Imposto sobre Operações Financeiras), has an impact on everything from foreign exchange transactions to credit operations. You've probably previously encountered IOF in one way or another as a digital firm that deals with Brazilian clients, foreign payments, or subscription billing. These taxes have been substantially increased and their application is expanded under the new order.

The Bottom Line: Higher Costs Across the Board

The changes are expected to increase revenue by R$20.5 billion in 2025 and R$41 billion in 2026. Higher transaction costs from businesses and consumers will directly contribute to this income rise, so it is imperative that SaaS and B2B organizations comprehend and prepare for these developments.

Key IOF Changes Affecting Your Business

Foreign Exchange Operations: The Biggest Impact

The standardization of IOF rates on foreign exchange operations at 3.5% is arguably the biggest shift for global SaaS and B2B businesses. Now, this one tariff is applicable to:

  1. Transactions using credit and debit cards abroad
  2. Purchases of foreign currencies
  3. Foreign repaid cards
  4. Cross-border remittance
  5. Traveler's checks

 

This is a significant cost increase for SaaS firms that receive payments from Brazilian clients or pay Brazilian suppliers. You should anticipate that your expenses will increase to the new 3.5% level if you are now paying lower IOF rates on specific kinds of overseas transactions.

Credit Operations: Different Rates for Different Business Sizes

A tiered approach to IOF on credit operations is introduced by the decree:

  • Regarding Regular Legal Entities: 

    • Daily Rate: 0.0082%
    • An extra flat charge of 0.95% at the time of credit origination
    • Annual maximum rate: 3.95%

    Regarding Companies Under Simples Nacional (including MEIs):

    • Daily Rate: 0.00274% (up to R$30,000 in operations)
    • An extra flat rate of 0.95%
    • Annual maximum rate: 1.95%

Incorporate these higher expenses into your financial strategy if your Brazilian operations or subsidiary depend on local credit facilities.

Supplier Financing Gets Reclassified

Supplier financing activities, such as "forfait" and "risco sacado" arrangements, will be regarded as credit operations subject to IOF as of June 1, 2025.

B2B businesses that offer extended payment terms to clients through financial institutions or have advance payment agreements with suppliers are especially impacted by this change.

What Remains Unchanged (Good News)

IOF changes do not apply to a number of areas that are crucial to digital businesses:

  • Individual loans
  • Housing and funding for students
Operations in finance

Strategic IOF Implications for Your Business

Pricing and Cash Flow Management

Since IOF rates are rising for a variety of transaction types, you must:

  1. Examine your pricing strategies, especially if you absorb transaction expenses instead of transferring them to clients.
  2. Examine your payment processing partners because different processors may have different approaches to handling IOF.
  3. Think about optimizing your payment methods; under the new framework, some can be more economical than others.
  4. Revise budgetary projections, as the additional R$20 billion in taxes will come from somewhere

International Operations Strategy

For companies with significant Brazil exposure, consider:

  1. Hedging strategies for foreign exchange exposure
  2. Local incorporation benefits - particularly for businesses
    that could be eligible for Simples Nacional treatment
  3. Payment timing optimization - Minimizing impact can be achieved by knowing when IOF is evaluated.

Customer Communication

The cost of foreign transactions will be greater for Brazilian customers. Maintaining client connections while justifying any required pricing modifications can be achieved by open and honest communication about these government-imposed changes.

Implementation Timeline

  • May 23, 2025: Most changes take effect
    June 1, 2025:
    Supplier financing operation changes begin

Looking Ahead

These IOF revisions are a component of Brazil's larger fiscal policy measures, which also include a budget freeze of R$31.3 billion. Businesses will be largely responsible for the immediate cost burden, even though the government is interested in promoting monetary policy goals and stabilizing the economy.

The secret for B2B and SaaS businesses is preemptive planning and strong partnerships with complete eCommerce platforms as the Merchant of Record.  Evaluate your company in Brazil, comprehend your exposure to the IOF, and modify your plans as necessary. Ignoring the changes could have a big effect on your bottom line because they are so large.

Next Steps

  1. Examine your existing exposure to IOF across all operations in Brazil.
  2. Calculate how much the increased rates will cost your company.
  3. Examine agreements and prices with Brazilian suppliers and consumers.
  4. Discuss with Brazilian tax advisors to guarantee compliance and optimization.
  5. Revise financial forecasts to include rising transaction costs. 

How Can A Merchant of Record Help?

Working with a Merchant of Record like PayPro Global can help SaaS, software, and video games developers simplify their work tremendously. You are fully covered when it comes to tax changes. 

  1. Optimized Payment Methods
    Experienced MoRs like PayPro Global have a thorough understanding of the Brazilian payment environment. They might use local bank transfers or other domestic payment methods to reduce their tax liability.

  2. Compliance and Tax Management
    In order to ensure compliance, MoRs manage the intricacy of IOF calculation, collection, and remittance. Additionally, they understand nuances like Simples Nacional qualification. 

  3. Reduced Administrative Burden
    While the MoR manages Brazilian tax obligations, financial reporting, and regulatory changes, you may concentrate on your core business operations. PayPro Global constantly monitors changes in the digital tax landscape, allowing you to stay focused on the issues that matter most to your business. Check out our SaaS Tax pages to get an accurate view of tax regulations anywhere in the world. 

Your Dedicated
eCommerce Partner

Thrive with the industry's most innovative all-in-one SaaS & Digital Goods solution. From high-performing payment and analytics tools to complete tax management, as well as subscription & billing handling, PayPro Global is ready to scale your SaaS.

Sell your SaaS globally with PayPro Global!

 

Conclusion

Digital companies still find the Brazilian market appealing, but success necessitates adjusting to its changing regulatory environment. Maintaining profitable operations in this significant market requires an understanding of and preparation for these IOF changes.

Get in touch with us today to find out how PayPro Global's Merchant of Record solution will help you increase your revenue, guarantee compliance, and lessen the impact of IOF.

 

Frequently Asked Questions

What is the main change in Brazil's new IOF tax law for SaaS companies?

The new standardized IOF tax of 3.5% on all foreign exchange transactions is the biggest modification. For SaaS companies that bill Brazilian clients in foreign currencies, this single rate directly raises prices for cross-border remittances and international credit card payments.

How does the new IOF tax affect credit operations in Brazil?

There is currently a tiered structure in place. Regular businesses must pay a flat cost of 0.95% in addition to a daily rate of 0.0082%. Companies operating under the Simples Nacional regime pay the same flat cost plus a reduced daily rate of 0.00274%. Your financial projections need to account for these additional expenses.

When do the new IOF tax changes take effect?

The majority of the IOF changes became effective on May 23, 2025. The new rules classifying supplier financing as credit operations will begin on June 1, 2025.

How can I lower the impact of the new IOF tax on my business?

Examine your pricing tactics and think about passing on or absorbing the costs to lessen the impact. Investigating regional payment options may also prove to be more economical. A Merchant of Record can handle these issues for you for a comprehensive solution.

Will the IOF tax changes affect my Brazilian customers?

Yes, the 3.5% IOF rate on all international transactions will result in greater expenses for your Brazilian clients. To keep customers' faith, it's critical to make it clear that these price adjustments are mandated by the government.

What are "forfait" and "risco sacado" and how are they affected?

These are supplier financing methods. As of June 1, 2025, they are reclassified as credit operations under the new law. This means they are now subject to the new IOF tax rates for credit, impacting B2B companies that use them.