Check Your Settings for Sales/Purchase Taxes in an Instant

  • by Kees van Westerop, Senior SAP Consultant, Kwest Consulting
  • September 15, 2005
The customizing of tax on sales and purchases is often a complex and time-consuming process, as is checking the end results. Learn to leverage report RF_STEUERINFO, a little-known tool introduced in R/3 version 4.0A, for easier checking of your settings. The report itself doesn't indicate that something is wrong, but it reduces the checking process to one transaction.

Setting up purchase and sales taxes is part of every SAP implementation. The financials and accounting department of any company is expected to define which tax codes are to be used, what the percentages are, and when they are to be applied. The cumbersome process includes several steps, such as allocating a tax procedure to each country, setting up a pricing procedure, defining the tax codes, and allocating general ledger (G/L) accounts for the postings of the taxes. As the standard transport mechanism doesn't completely support the transportation of tax settings, the process is vulnerable to errors.

Before Release 4.0, if you wanted to check one tax code via transaction FTXP, you had to go through three pop-up screens to see the details of the tax code. For Germany and Belgium, you also needed to run transactions OBCG and OBCH to check additions settings required for those countries.

Since R/3 Release 4.0, a report is available to help you check the settings for the taxes. Because the many functional changes from Release 3.1 to 4.0 garnered so much attention, several worthwhile, non-functional improvements didn't get the attention they deserved. Therefore, report RF_STEUERINFO remains unknown to some users, despite its effectiveness and ease of use.

 

 

Kees van Westerop

Kees van Westerop has been working as an SAP consultant for more than 25 years. He has an MBA degree in mathematics and a degree in finance. Kees has been concentrating on the financial modules, especially in general ledger accounting, cost center accounting, and consolidation. He also has a great deal of experience with rollouts of kernel systems and integrating finance and logistics.

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