There are a number of options to help you process tax returns efficiently. To check the consistency of the data submitted, you can let the system run a check on the tax return. You can also compare the submitted values with other forms or form field values. You can correct incorrect data (form field values or header data of the tax return). If the taxpayer has to submit more information, you can follow up the receipt of the correspondence using inbound correspondence requests.
You can create notes to document processing steps.
Once you have processed the tax return successfully, you can create a tax assessment or simulate it first.
The functions can be enhanced using services that you define in Customizing for
Contract Accounts Receivable and Payable
.
You should use this function preferably via the Enterprise Portal because only then can you use all functions. For more information, see BP for Tax Officer (Public Sector) 1.30 .
The function
Process Tax Returns
is performed as a Web Dynpro application. Your system administrator can therefore hide or show fields, or rename them. These changes must be performed by an administrator in the administrator mode.
You have activated the Business Function Set
Industry Extension for Public Sector
and the Business Function
PSCD, Tax Processing
.
The following describes some of the more complicated functions.
The links shown here must be defined in Customizing for
Contract Accounts Receivable and Payable
.
Example
Your system administrator defines a link to the telephone book in Customizing for
Contract Accounts Receivable and Payable.
Once the tax returns are uploaded to the system, they are validated using program Validation and Billing of Tax Returns and Requests. This program calls the Business Rule Framework in the background and performs checks that you have defined here. If errors occur here, they are displayed in the group frame
Check Results
. As always there are three types of errors: error, warning, or information message. You must correct the errors in the error messages before the tax return can be billed. You can close warnings manually and no manual intervention is necessary for information messages.
To validate the tax return again, choose the function ‘
Check Return’
.
You can either create notes for a tax return or for individual messages. If you create one or more notes for a message, you can specify processing reasons for them that you have created in Customizing for
Contract Accounts Receivable and Payable.
Here you can define a long text for the technical key of the processing reason. You can also define whether the note should only be used internally or should be printed on the tax assessment. Once a note is saved and the tax return is saved, you can neither change nor delete the note text. There are two exceptions to this rule: you can still change whether the note should be printed or not. When a note is no longer needed, mark it as
complete
.
All notes are saved in the system and you can see them on the tab page
Notes
.
There are different comparison functions on the tab page
Form Processing
. You can:
Compare a specific form field in the different periods
Compare the tax return from this period with the tax return from a different period
Compare this tax return with a tax return for a different revenue type or a different taxpayer
If you need to demand further information from a taxpayer, you can monitor the receipt of inbound correspondence using this using function. For more information, see Enhanced Inbound Correspondence .
When you add a tax return to the billing worklist, the system processes this return in the next billing run.
This function prints the existing tax returns (not the tax assessment). This includes messages from the Business Rules Framework, the notes and forms of the different views.
Simulates billing and invoicing, and displays the simulated tax assessment. The status in the database is not updated.
When all errors are corrected, this function triggers billing and invoicing, and displays the tax assessment.
It gives the system status that the system assigns internally. This status informs the user of the fact that a particular transaction for an object was performed in the system.
It also issues the user status that supplements the system status. This enables a differentiated control of business processes and can be set or deleted manually by the tax officer when they perform the transaction.
Note
You can only use the user status that was assigned in Customizing for
Contract Accounts Receivable and Payable
.