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Function documentationCalculation of One-Time Taxes and Fees Locate this document in the navigation structure

 

One-time taxes and fees comprise one-time payments required for legal or tax purposes. The contract category (such as leasing or loan) and the classification of the financing (such as capital lease) determine whether, and if so, which one-time taxes and fees are due.

Integration

SAP provides the following categories of one-time taxes and fees:

  • One-time tax payment (OTAX)

  • Legal transaction fee (OFEE)

You can define new categories of one-time taxes and fees in Customizing. For more information, see the Implementation Guide (IMG) for Customer Relationship Management (CRM) under   Financial Services   Leasing   Pricing   Tax Calculation   Define Categories of One-Time Tax or Fee Payment  .

Prerequisites

  • The classification of the contract determines which one-time taxes and fees are required for a financing contract. You have therefore defined which accounting principles relate to one-time taxes and fees.

    For more information, see the IMG for CRM under   Financial Services   Leasing   Pricing   Tax Calculation   Define Accounting Principles for One-Time Taxes and Fees  .

  • You have defined the classification of a financing contract that determines the category of one-time taxes and fees.

    For more information, see the IMG for CRM under   Financial Services   Leasing   Pricing   Tax Calculation   Assign Classification to One-Time Tax or Fee Categories  .

  • The following values are available for each category of one-time taxes and fees:

    • Base value as the basis for calculating one-time taxes and fees

    • Result value that is calculated as the one-time tax/fee from the base value and the calculation formula

    For more information about the base conditions for one-time taxes and fees, see the IMG for CRM under   Basic Functions   Pricing   Create Condition Types  .

    For more information about the calculation rules, see the IMG for CRM under   Financial Services   Leasing   Pricing   Tax Calculation   Assign One-Time Tax or Fee Categories to Calculation Rules  .

  • You have assigned ABAP functions to the conditions for one-time taxes and fees. These ABAP functions determine the base amounts for the corresponding taxes and fees and are mapped in the business transaction.

    For more information, see the IMG for CRM under   Financial Services   Basic Functions   Pricing   Assign ABAP Functions to Condition Types  .

  • The base values for calculating one-time taxes and fees are the financing items. You use condition functions to assign the corresponding base condition functions to each category of one-time taxes/fees.

    For more information, see the IMG for CRM under   Financial Services   Leasing   Pricing   Tax Calculation   Assign One-Time Tax or Fee Categories to Condition Functions  .

  • You have defined the conditions for which the system creates billing request items (BRIs).

    For more information, see the IMG for CRM under   Financial Services   Leasing   Billing Request Items   Generation of BRIs from Conditions: Define Attributes  .

  • When the system generates the BRIs for an item, it uses search strategies to transfer the base conditions of the financing item to the corresponding base conditions of the BRI.

    For more information, see the IMG for CRM under   Financial Services   Basic Functions   Pricing   Define Condition Mapping Using Search Strategies  .

Features

  • When you edit financings, the system classifies the financing and determines whether and, if so, which one-time taxes and fees are prescribed. A financing item can have several one-time taxes and fees.

    You can make the following settings:

    • Specify whether a one-time tax or a one-time legal fee exists

    • No Tax Calculation indicator: When you execute change processes, the system does not calculate any periodic or one-time taxes for the new installments

    • Tax Financing indicator: The customer can finance the amount of the one-time tax or fee

  • The system automatically transfers the base conditions of the one-time tax or fee to the conditions of the financing item.

  • If base conditions for one-time taxes and fees exist in a financing item, the system creates the corresponding BRIs when you save the transaction. In the BRI the system determines the actual pending values for the one-time taxes and fees using the base conditions:

    • The system uses the Transaction Tax Engine (TTE) to determine the tax amount of one-time taxes

    • The system uses the percentage entered in the conditions to determine the fee amount of one-time fees.

More Information

Classification of Financings

Transaction Tax Engine (TTE)