Ansicht
Dokumentation

SIMG_CFMENUORFBFTXP - Define Tax Codes for Sales and Purchases

BAL Application Log Documentation   rdisp/max_wprun_time - Maximum work process run time  
This documentation is copyright by SAP AG.

Make settings for internal tax calculation.

Here, you can do the following:

For all countries/regions:

You can display tax attributes and tax rates. You can also delete tax codes, unless they were transported to your productive system or were delivered by SAP.

For countries/regions where time-dependent tax (TDT) is active:

You can use this configuration step to view or change tax rates and their validity periods. You can use it to create tax codes.

Select the country/region, then select the tax code that you wish to view.

If you want to change a tax rate, enter the date as of which the new tax rate is valid. Then choose the tax indicator that you want to update.

When you select a Tax Percentage Rate box to update, you can also select Periods to see which tax rates correspond with this tax type and when they are valid.

With time-dependent taxes, individual tax codes frequently have multiple validity periods, each with a different tax rate. However, the tax code descriptions are displayed for all validity periods. To avoid misunderstandings, you may wish to remove the rate from the description when maintaining your tax codes. For example, if the current description for tax code V1 is "V1 – 19% domestic input tax", you could change the description to "V1 – Domestic input tax". In this way, the description is clear and precise, and independent of the validity period for the tax rate that you are maintaining.

Please note the following: If you use this configuration step to set tax rates for countries/regions where time-dependent tax is active, the validity periods entered here in this configuration step must be the periods used for defining tax groups in the Maintain Tax Box Mapping for Advanced Tax Return configuration step.

If you use this configuration step to create new tax codes, you also have to maintain the relevant tax properties such as the tax box mappings and tax account determination.

In addition, whenever you create a new tax code or maintain an existing tax code, you have to enter the rate and/or code information in your sales pricing records separately in your quality system and production system.

For more information, see the Finance section in the product assistance for SAP S/4HANA Cloud. Search for "Time-Dependent Taxes."

For the internal tax calculation in the USA:

• You can display tax on sales/purchases codes.

• You can change tax rates.

SAP delivers a one-time shipment of standard tax on sales/purchases codes with tax rates. SAP does not adjust the tax rates. If you require other tax codes, please contact the SAP Service Center.

Since the tax rates in the US are changed regularly, you can use this configuration step to change tax rates for company codes in the US.

Log on to the SAP Fiori launchpad with a user that has the same minimum authorizations as the business role template BPC_EXPERT (SAP_BR_BPC_EXPERT). Open the Manage Your Solution app. Make sure that the local version is USA (US). If this is not the case, choose Set Local Version and then USA from the dropdown list. Then choose the Configure Your Solution button.

In Configure Your Solution, under Application Area, choose Finance. Under Subapplication Area, choose Statutory Reporting. Choose the element Tax from the table. Choose Configure for the configuration step Define Sales Tax Code.

Enter US in the following dialog box and choose Continue. SAP delivers multiple tax codes for the internal tax solution for the US:

I0: Accounts payable - Exempt from sales tax

I1: Accounts payable - Subject to sales tax, distributed to items

O0: Accounts receivable - Exempt from sales tax

O1: Accounts receivable - Subject to sales tax

U1: Accounts payable - subject to consumption tax, self-assessed

Any tax code that you have created is displayed here.

Choose the tax code that you want to modify and enter the relevant tax jurisdiction and the valid-from date. Execute. You are guided to a table that displays information for this tax code in this tax jurisdiction. Choose Levels and then modify the rate for the selected entry in the column Tax Percentage. Choose Save to check and save your changes.

Note that you must maintain the tax rate if you create a new tax code or tax location code. This is also the case if you work with the default tax codes or tax location codes delivered by SAP, including the tax codes intended for tax-free transactions. In the case of tax codes intended for tax-free transactions, you must enter “0” as the tax rate.

Condition types

Note that certain condition types apply for each tax code.

For tax code I0 and tax code I1, you are only allowed to change the tax percentage for the following condition types:

JP1I

JP2I

JP3I

JP4I

You cannot change the tax percentage for any other condition type in tax code I0 or I1.

For tax code O0 and tax code O1, you are only allowed to change the tax percentage for the following condition types:

JR1

JR2

JR3

JR4

You cannot change tax percentages for any other condition type in tax code O0 or O1.

For tax code U1, you may change tax percentages for the following condition types:

JP1I

JP2I

JP3I

JP4I

JP1U

JP2U

JP3U

JP4U

You cannot change the tax percentages for any other condition type in tax code U1.

You can change tax percentages for any user-defined tax code or any other tax code that is not listed here under all the condition types. Note that in these instances, no consistency check is performed.

Chronological Entry

Caution

You need to enter changes to tax rates in chronological order to avoid a serious configuration error.

For example, you need to change two tax rates for the state of New York:

Tax Jurisdiction Code ,,Tax Rate in Percent ,,Date on Which the Tax Rate in Percent Comes into Effect

NY00000000 ,,5% ,,1/1/2009 ,,

NY00000000 ,,7% ,,1/1/2014 ,,

In this example, you would follow the process described to make the change displayed in the first row of the table (5% from 1/1/2009) and only after that the change displayed in the second row of the table (7% from 1/1/2014). If you do not make these changes in chronological order, serious errors may occur, which might require expert configuration to be resolved.

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

Length: 7440 Date: 20240607 Time: 052238     sap01-206 ( 149 ms )