Document Types for the Adjustment of Deferred Taxes
If the value of the tax rate changes from period to period, you can configure the system in such a way that it automatically posts documents for the required adjustments of the deferred taxes during period initialization. You must create document types for the posting of these documents.
Features
If you have activated the Adjustment of Deferred Taxes
function for a consolidation area, you must create at least the following document types for the period initialization:
One document type that posts on posting level 10
Three document types that post on posting level 20
In the document types that post deferred taxes on posting level 20, the system can read the tax rate from the consolidation unit or the partner unit or it can calculate a composite tax rate. For each of these cases, you create a separate document type for the adjustment of deferred taxes.
One document type that posts on posting level 30
Make the following Customizing settings for the document types:
Option |
Description |
|
|
|
|
|
|
|
No Posting of Deferred Taxes |
Note
In some cases, you must define an assignment for the document type-specific adjustment of deferred taxes. For more information, see Document Type Assignment for the Adjustment of Deferred Taxes.
Caution
To prevent a copy task from overwriting the tax adjustments that the system posted in a period initialization task, you need to adjust the Customizing settings for the copy task to exclude the following document types from the target selection:
Document types assigned to period initialization tasks for tax adjustment
Document types entered as the target document type in the Customizing settings for
Document Type Assignment for Tax Adjustment
.
Activities
To create document types for the period initialization, open the consolidation workbench and choose 
Consolidation Functions
Period Initialization
Document Type
.