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Define Tax
Codes for Sales and Purchases
You have to define a separate tax on
sales/purchases code for each country in which one of your company codes is
located.
Each code contains one or more tax rates for the different tax
types.
If you have to report tax-exempt or non-taxable
sales to the tax authorities, you need to define a tax rate with the value
0.
Note
Do not delete or change any
taxes on sales/purchases codes and their definitions as long as items with
these codes exist in the system.
Otherwise, the R/3 System displays the tax amounts with incorrect tax rates in
the corresponding reports and determines incorrect amounts during a tax
adjustment for payment transactions.
Standard
settings
SAP supplies a tax calculation procedure for
each country. The procedure comprises a list of all common tax types with
rules for tax calculation. In addition, example tax codes are defined for some
countries.
Activities
1. Check the
standard tax codes for your country. Add further tax codes, if
necessary.
2. Ensure that
tax accounts are defined for the automatic posting of
taxes.
Notes on
transporting tax codes
When tax codes are transported,
only the tax rates of the tax codes are transported.
The transport of tax codes between systems or
clients is carried out in two steps:
1. step:
Export of tax codes from the source system or source client
2. step:
Import of tax codes into the target system or target client
Export
1. Select
Tax code -> Transport -> Export.
2. Assign the
export to the corresponding transport order, and note the order
number.
3. Select and
save the tax codes to be transported.
4. Make sure
that the tax codes selected are marked with the transport number in table
T007V.
To check the table,
from the R/3 initial screen, select Tools -> ABAP Workbench
-> Overview -> Data Browser .
Enter the table
name. The tax codes are in field MWSKZ and the tax jurisdiction codes are in
fields TXJCD.
5. Carry out
the transport into the target system.
To do this, from the
R/3 initial screen, select Tools -> ABAP Workbench ->
Overview -> Workbench Organizer -> Environment ->
Customizing Organizer.
Import
1. Make sure
that the tax codes to be transported are selected in table T007V in the target
system or target client.
1. Create the
tax codes that do not already exist in the target system.
Create them complete, but without tax percentage
rates.
If you set internal
systems in company codes in the USA or Canada, the corresponding tax
jurisdiction codes should also exist. You can make the settings for these in
Customizing for Financial Accounting Global Settings under Tax on
Sales/Purchases -> Basic Settings ->
Define Tax Jurisdiction Codes.
2. Select Tax code ->
Transport -> Import.
3. Check the proposed values for the
transport order and country.
4. Carry out the import.