Legal Changes to the Tax Exemption Data 
Adjustment to the exemption amount of the tax-exemption applications due to legal changes- The legislator usually reduces the maximum possible exemption amounts (savings exemption amounts). The function provides an option to automatically reduce the maximum exemption amounts of all exemption applications stored in the tax exemption data as of a key date.
Prerequisites
The exemption applications are stored in the withholding tax module in the tax exemption data.
The Customizing settings for the maximum tax-exempt amounts permitted have been set to comply with the new legal regulations.
The application form /IBS/CY_SBD_LEGAL_CORR (CY: changed tax exemption documents) is active, or the corresponding customer form is active and stored in Customizing.
Procedure
To call the function, enter the following parameters:
Selection Parameters |
Meaning/Effect |
Capital yield tax ID |
Tax-relevant CYT area in which you have to adjust the tax-exemption applications. |
Key date |
Date on which the new savings exemption amounts apply. On this date, there must be an entry in Customizing for the maximum exemption amounts. |
Package Size |
The size in MB after which the database is updated if a simulation is not executed. |
Simulation |
All functions are carried out but the database is not updated. |
Form print |
If you set this indicator, the print output is triggered via the relevant customer form. If you do not set the indicator, a list is output internally. |
Print parameters for batch run |
Technical parameters for the output control |
Output device |
(Short) name of an output device in the SAP system, specified in the definition of the device. Users in the SAP system use this name (or the long name) to select an output device. |
Output format: Smart Form |
Controls how the data transferred to the Smart Form is output: - : Output with Smart Forms (default) X: Output in SAPEVENT:DOCU_LINK\\DS:GLOS.7C74FC5A1406D411A4910060B03C3B0E format D: Output in XDF format |
Output format SAPscript |
Indicates which RDI mode is used. The following indicators are possible: '*' = Settings in SAPscript form is valid ' ' = Printing done by SAPscript 'X' = Raw data placed in spool 'I' = IDOCs generated with print data |
Text for cover page |
This field contains the descriptive text for the spool request. |
Spool retention period |
Number of days that the tax statements remain in spool management. |
Archive mode |
With your input value you define whether this document 1: is only printed 2: is only saved in the optical archive 3: is printed and archived Standard value Print only. |
Number of copies |
Number of copies |
Output immediately |
Controls whether the tax statements are printed immediately or placed in the spool. |
Delete after output |
You can delete the tax statements in spool management directly after printing. |
New spool request |
This field defines whether the current spool request is attached to an existing request with the same properties or whether a new spool request is generated. |
Close spool |
If this field is empty, the spool system automatically adds other spool requests that have the same attributes (output device, client in which the request is generated, number of copies, priority). |
Result
The existing tax-exemption applications are ended on the key date minus 1, and the new tax-exemption applications are newly created on the key date.
The system provides customer correspondence regarding the reduction of the tax-exemption applications.
Example
The legislature decides to lower the savings exempt amounts on 01/01/2006 to EUR 1,421.00 to EUR 1,200.00 for singles, and from EUR 2,842.00 to EUR 2,400.00 for married couples.
The following measures are required:
Change Customizing for the maximum exemption amounts
You must terminate old exemption amounts on 12/31/2005
New exemption amounts must start on 01/01/2006 and end on 12/31/9999
Adjustment of the master data in accordance with Customizing using the Legal Change to the Tax Exemption Data function.