To enter and maintain VAT refund applications and periods, you can run the Electronic Data Transmission to Authorities administration report (transaction FOTV) and enter the return type 3 VAT Refund . The initial screen appears.
On the initial screen, you can manually enter and edit line items for the VAT refund applications. The screen has the following sections:
Applications
Periods Assigned
Periods Not Assigned
For more information, see VAT Refunds: Reporting Data Selection and Application Creation .
You can edit the documents under the following three tabs:
Financial Accounting
Travel Expenses
Manual Documents
Note
The availability of functions for FI documents and travel documents is almost identical. Additional functions are available for manual documents.
Save
All changes you make on a tab page are saved in the database and a new version of the data is created. You can view all versions in Version Management.
Check
The system checks that the selected line items are complete. If information is missing, a dialog box with a respective message is displayed.
Change
You can change the values for the line items you have selected.
Flag as Deleted
Full deletion of line items is not possible due to versioning and auditability reasons. However, you can set the status of the line item to Flag for Deletion , so that it is not reported to the tax authority.
Reject
You can set this status if the tax authority rejects the line item in the tax notice.
Version Management
You can use Version Management to display and restore old versions of the data.
Create Line Item
You can manually create line items.
Copy Document to a New Version
If an application has been set to Rejected but contains manual documents that you want to copy to a new application, you can use this function to copy the line items to a new period and, thus, assign them to a new application.
Status
The status indicates two things: whether a line item is complete or incomplete and whether it is to be regarded as being deleted or rejected. Click the Status icon to check whether the line items are complete.
Document Number + BAdI
Double-click the FI document number to jump to the FI document in the document display (transaction FB03 ).
Original is Required
Whether an original document is required depends on the threshold amount defined in Customizing. For more information, see Customizing for General Ledger Accounting (New) under
.Double-click the original, scanned document to view it.
Note
Technically, the system calls a BAdI, in which you can define the logic for displaying the electronic document. In the standard delivery, the BAdI offers for FI documents a branch to Generic Object Services .
Orig. Transferred
You can use this field to store whether the physical original document was submitted upon request by the tax authority.
Changed
Whenever an item is modified and saved, the system automatically sets this field.