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Basic SAP Tax Overview

Purpose
I would like to provide a document that outlines the basics of SAP tax configuration and provides a couple of
examples of how tax code could be determined in SD and MM.
Overview
SAP provides the majority of the tax configuration out of the box by country
There are three SAP areas that work together to determine taxes FI,MM, and SD
FI Base configuration for tax procedures, rates and accounts
SD Configuration/master data to determine output tax code
MM Configuration/master data to determine input tax code
Master data such as customer, vendor, and material, as well as transactional data like POs and Sales
Orders are key to determining the correct tax
Rates can be maintained in SAP or SAP can call an external system for them (this document with
focus on rates maintained in SAP)
FI Tax Basics
Tax configuration is done by country
All company codes in the country share those settings
Two Main Components:
Tax Calculation Procedure Provide the method of calculation normally use SAP
standard
Tax Codes Provide the rates

Tax Procedure
These are provided by SAP for each country General recommendation is to use
delivered logic
Tax Procedure, related conditions, and access sequences can be viewed in transaction SPRO at
the path Financial Accounting Global Settings>Tax on sales/Purchases>Basic Settings>Check
Calculation Procedure
Tax Procedure Example
Steps define calculation, conditions, and account assignments

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Basic SAP Tax Overview

Condition Type Example


Condition record defines access sequence, and other characteristics about the condition

Access Sequence Example


Access Sequence defines field required to access a condition
For example to find a condition for the entry below the system will use Country, Tax Code, and Tax
Jurisdiction

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Basic SAP Tax Overview

Configuration - Assign Tax Procedure to Country


Tax Procedures are assigned to countries in transaction OBBG

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Basic SAP Tax Overview

Tax Jurisdictions
Represent government authorities to which taxes need to be paid
SAP allows up to 4 levels tax jurisdictions representing state, country, city, and others
Configuration - Jurisdiction Code Structure
Tax Jurisdiction structure must be defined in transaction OBCO

Configuration - Maintain Jurisdiction Codes


Jurisdiction codes are maintained manually in transaction OBCP for tax procedures that do not use
an external system

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Basic SAP Tax Overview

Tax Codes

Tax Codes are maintained by country and jurisdiction code


They define the rate that is used in calculation
They are maintained in transaction FTXP
Dont be confused on the name, this transaction can create,maintain, and display tax codes

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Basic SAP Tax Overview

Tax Code - Properties


The properties of the tax code identify its code, name, type (input vs output) and other information
about it

Tax Code - Tax Rates


In the tax rate screen you enter the appropriate tax rates
You can also see the account assignment key and the conditions that are used to calculate a value in
the follow on transactions such as SD invoice

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Basic SAP Tax Overview

Tax Account Determination


Accounts are assigned in transaction OB40
You can also see the account assignment key and the conditions that are used to calculate a value in
the follow on transactions such as SD invoice

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Basic SAP Tax Overview

Tax Code Determination


At the end of the day the tax is determined based on the tax code and the tax procedure on the AP or
SD invoice
SAP multiple ways to determine the tax code, condition tables, master data, programs, manual entry,
etc.
Method can be different by situation
This document shows an example of how a tax code could be determined for an SD invoice (output
tax) and SRM Pos/invoices (input tax)

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Basic SAP Tax Overview

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Basic SAP Tax Overview

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