Ansicht
Dokumentation

J1BTAX - Access Tax Manager's Workplace

PERFORM Short Reference   Fill RESBD Structure from EBP Component Structure  
This documentation is copyright by SAP AG.

The Tax Manager's Workplace (TMW) is a Customizing tool that enables you to make all settings relevant to tax calculation in Brazil, from a single point of access. Most TMW options can also be found as separate activities within the IMG; these are listed below with their IMG menu paths. Two options can only be accessed from the TMW - option to change to a different country within the TMW, and migration of tax rates to condition records - and these are documented below. The other migration function for transferring tax group changes to access sequences is a separate program with its own documentation.

We recommend that you work through the individual IMG activities when you first configure Brazilian taxes in your system, documenting as you need to on a project basis. Then, as you need to make changes (due to a change in tax rate, for instance), you can do so quickly using the TMW. You can also access the TMW by calling the transaction J1BTAX.

You can access the documentation of the individual activities in the standard way (by clicking the document icon to the left of the activity in the IMG), or by choosing the blue i icon within each activity.

The initial screen of the TMW lists all the Tax Rate Tables you can maintain. You access the tables individually under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Calculation -> Settings for Tax Calculation in Brazil -> Tax Rates ->

• Maintain Default Tax Rate Values

• Maintain IPI Values

• Maintain IPI Material-Dependent Exceptions

• Maintain IPI Dynamic Exceptions

• Maintain ICMS Values

• Maintain ICMS Material-Dependent Exceptions

• Maintain ICMS Dynamic Exceptions

• Maintain ICMS-Complement Exceptions

• Maintain SubTrib Values

• Maintain SubTrib Material-Dependent Exceptions

• Maintain SubTrib Dynamic Exceptions

• Maintain ISS Values

• Maintain PIS Values

• Maintain COFINS Values

• Maintain Withholding Tax Rates and Assign Official Collection Codes

The last table, Maintain Withholding Tax Rates and Assign Official Collection Codes can be accessed under Financial Accounting -> Financial Accounting Global Settings -> Withholding Tax -> Extended Withholding Tax -> Calculation -> Brazil.

The navigation bar of this Customizing activity contains the activities listed below along with their individual menu paths. Only the third menu, Condition Setup, contains activities that are relevant only to condition-based tax calculation, which are not visible if you have not activated condition-based tax calculation (Migration, Condition Mapping, and Nota-Fiscal Mapping).

1) Entities

• Tax Regions, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define Brazilian Tax Regions and Assign to Geograph. Regions

• NCM Codes, under Cross-Application Components -> General Application Functions -> Nota Fiscal -> NCM Codes -> Define NCM Codes

• SubTrib Groups, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Calculation -> Settings for Tax Calculation in Brazil -> Define Customer Groups for SubTrib Calculation

• CFOP, all of which are under Cross-Application Components -> General Application Functions -> Nota Fiscal -> CFOP ->

• Define CFOP Versions

• Assign Validity Date to CFOP Versions

• Define CFOP Codes and Assign Versions

• Define CFOP Determination for Goods Receipts and Returns (Versioned)

• Define CFOP Determination for Goods Issues and Returns (Versioned)

• Tax Laws IPI, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define IPI Tax Laws

• Tax Laws ICMS, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define ICMS Tax Laws

• Tax Laws ISS, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define ISS Tax Laws

• Tax Laws COFINS, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define COFINS Tax Laws

• Tax Laws PIS, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define PIS Tax Laws

2) Tax Calculation

• Maintain Tax Rates

You can maintain any tax rate table by selecting it on the initial screen and choosing this menu option.

• The following Tax Calculation menu options are available as IMG activities under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Calculation -> Settings for Tax Calculation in Brazil ->

• Maintain Tax Groups; you can also access this activity in the TMW from the second pushbutton.

• Tax Codes MM; also accessible from the MM pushbutton.

• Tax Codes SD; also accessible from the SD pushbutton.

• Alt. Calc. Procedure

• Tax Code Determ. SD

• Tax Law Determ. SD, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Define Sequence for SD Tax Law Determination

• Other Country/Region

This enables you to specify a different country/region than the one you entered when you accessed the TMW initially (based on the entries in the Define Countries/Regions activity). The last country/region you have selected then appears as the default when you enter the TMW again.

3) Condition Setup

• Migration

• Tax Rate Tables to Conditions

You choose this option to carry out the initial conversion of entries in the Brazilian tax tables to condition records. You can select individual tax rate tables one at a time and check whether corresponding condition records exist (by choosing Condition records -> Check conditions and the appropriate application, MM or SD). A log appears on the bottom half of the screen, which displays the status of each entry in the particular table, and the tax rate table above receives the overall status of the lowest status of any of its entries:

Traffic light	Meaning
Green	Condition records exist for all fields in the table entry
Yellow	At least one field in the table is missing a condition record (but some do exist)
Red	No condition records exist for fields in the table entry (that are supposed to have one; some do not require one)

Once you have checked the tax rate tables, you need to convert the entries of those tables with status red or yellow to condition records by selecting the table, specifying the application (MM or SD), and choosing a conversion option. Condition-based tax calculation can then function once you have condition records for all your tax rates.

• Tax Groups in Access Sequences

You run this program to update access sequences after you create or change a tax group.

• Nota-Fiscal Mapping, all of which are found under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Brazil -> Condition-Based Tax Calculation ->

• Tax Values MM

• Tax Values SD

• Tax Laws MM

• Condition Mapping (same path as Nota-Fiscal Mapping above)

• Internal Codes

• Assign Conditions

• Tax Rate Tables

• Access Sequences

• Access Sequences MM, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Check Calculation Procedure - Access Sequences.

• Access Sequences SD, under Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control -> Define Access Sequences

• Condition Types

• Condition Types MM, under Financial Accounting -> Financial Accounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Check Calculation Procedure - Define Condition Types.

• Condition Types SD, under Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control -> Define Condition Types

• Calc. Procedures

• Calc. Procedures MM, under Financial Accounting -> FinancialAccounting Global Settings -> Tax on Sales/Purchases -> Basic Settings -> Check Calculation Procedure - Define Procedures.

• Calc. Procedures SD, under Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control -> Define And Assign Pricing Procedures

• Tax Types

4) Nota Fiscal

• Invoice Verification, both of which are under Cross-Application Components -> General Application Functions -> Nota Fiscal -> Materials Management -> Inventory Management ->

• IV Line Category

• NF-Relev. PO Conds

• Inventory Management, both of which are under Cross-Application Components -> General Application Functions -> Nota Fiscal -> Materials Management -> Invoice Verification ->

• NF Category Deriv.

• IM Posting Strings

• SD Billing, both of which are under Sales and Distribution -> Billing -> Billing Documents -> Country-Specific Features -> Country-Specific Features for Brazil ->

• SD Item Category

• NF-Relev. SD Conds

TXBHW - Original Tax Base Amount in Local Currency   ROGBILLS - Synchronize billing plans  
This documentation is copyright by SAP AG.

Length: 19031 Date: 20240523 Time: 152844     sap01-206 ( 219 ms )