20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

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SAPBrazilLocalization,Taxes,Legal
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CreatingTaxGroupsforTaxesException
PostedonNovember22,2014

CreatingtaxgroupscanbeveryusefultohandlethetaxcalculationinBrazilfordifferenttaxes,suchasICMS,IPI,
PIS,COFINS,ISS,TaxSubstitution,Withholdingtaxesandetc.
Astaxesrates,basesandothertaxesmattersareverydynamicinBrazil,youwillforsureneedtohavetaxgroups
maintainedinyourSAP.

Firstyouhavetocreatethetaxgroups,thengototransactionJ1BTAX(oryoucangotoSPROFinancial
Accounting(New)FinancialAccountingGlobalSettings(New)TaxonSales/PurchasesCalculation
SettingsforTaxCalculationinBrazilTaxRatesDefineTaxGroupsforDynamicExceptions)

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http://sapbr.com/2014/11/22/creatingtaxgroupsfortaxesexception/ 1/11
20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

AtJ1BTAX,gotoMenu:TaxCalculationMaintainTaxGroup

BeforeyouselectNewentriesletmeexplainwhatthosefieldsonJ_1BTXGRUOPmeans:

IntheRedBoxTAXGROUPYoucandefinegroupsintherangefrom10to89.Thenumbersbetween0and
9aswellasbetween90and99arereservedforSAP.Thesegroupsshouldnotbedeleted.SAPdeliversthegroups
1,5and97to99.
Whenlookingforataxdynamicexception,SAPwillstartfromthesmallestTaxGrouptotheHigherandstop
searchingthenthe1stcombinationisfound.Takethisinconsideration,buildingyourgroupsfromthemost
complex(smallestgroups)tothelesscomplex(highergroups)

ThetablebelowexplainstheusageofthetaxgroupsdeliveredbySAP:

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

TaxGroupUsage
1MM:ICMSbasereductioncarrier
SD:ICMSbasereductioncustomer
ISSrates(materialdependent)

5ICMS,IPI,S.T.materialdependentexceptions
MM:ISSexceptions(dependentonshipfrom,shipto,material)

97SD:IPItaxlaws(basedonNCMcode)

98IPIstandardtaxes(basedonNCMcode)
SD:IPItaxlaws(basedoncountry)
ICMSstandardtaxrates(basedonshipfromandshipto)
S.T.standardtaxrates(basedonshipfrom,shipto,S.T.group)

99Defaulttaxes(basedoncountry)
SD:IPItaxlaws(basedontaxcode)

IntheOrangeBoxTAXGROUPFIELDS1,2and3Youcanusebetweennoneand3possiblekeys
combinationtobuildthetaxexception.Thefieldsthatareavailableare:

ASNUMServiceNumber
MATNRMaterial
NBMNCMCode
MATKLMaterialClass,MaterialGroup
MWSKZTaxCode
LIFNRVendor
KUNNRCustomer
BRSCHIndustrySector
CITYCCityCode
OIHMTXGPTaxGroup(Oil)
OIHVGROUPCustomerTaxGroup(Oil)
OIHCGROUPVendorTaxGroup(Oil)
USAGETaxCalculation:MaterialUsage
LOC_PRLocationofServiceProvider
LOC_SELocationofServiceProvision
LOC_SRLocationofServiceCustomer
BUKRSCompanyCode
WERKSPlant
MTUSE_MARCMaterialUsage(MaterialMasterRecord)
MTORGOriginofGoods
CNAECNAECode
CRTNCRTNumber
ICMSTAXPAYICMSTaxPayer
INDTYPIndustryMainType
TDTTaxDeclarationType
COMSIZECompanySize
DECREGPCDeclarationRegimenforPIS/COFINS
LEGALNATLegalNature
EXTWGExternalMaterialGroup
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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

PRDHAProductHierarchy
GPART_KKBusinessPartnerNumber

IntheGreenBoxCALLINGAPPLICATIONTheonesthatarevalidforusingare:
SDSalesandDistributionitmeansthattheexceptionwillbevalidonlyfortheSDapplications,likeSales
OrdersorBillingDocumentsforExample.
MMMaterialManagementitmeansthattheexceptionwillbevalidonlytotheMMapplications,likePurchase
OrdersorInvoiceverification.
Generalitmeansthat,nomatterifitisMMorSD,theexceptionforthisgroupwillbeapplied.

IntheBlueBoxTAXESCHECKBOXHereyouselectwhatarethetaxesthatthetaxgroupcanbeusedfora
taxexception.

Thescreenaboveisjustoneexample.Youhavetofigureoutwithyourtaxdepartmentwhatwouldbethebest
combinationtothekeyfields.

Tocreateanewgroup,hitnewentries:

MaptaxRatetablestoCond.Tables
Onceyouhavecreatedthetaxgroupsyouhavetoassigntaxgroupstotheconditiontables.Gobacktothe
J1BTAXmainscreenandthentothemenuConditionSetupConditionMappingMaptaxRatetablestoCond.
Tables:

WhenyoumaintainBraziliantaxtables,thesystemgeneratesorchangesconditionrecordsautomatically.Inthis
activity,youspecifywhichconditiontablesaretobeusedforaspecifictaxtable.Inthecaseofdynamic
exceptions,youadditionallyspecifytheconditiontablepertaxgroup.Thesystemthenknowsforwhichcondition
table(whichmustbecontainedintheaccesssequence)conditionrecordsaretobegenerated.

Theassignmentoftaxtablestoconditiontablesisdonewithreferencetoataxgroupfor:dynamicexceptionsfor
IPI,ICMSandSub.Trib.alwaysforISS,PIS,COFINSandwithholdingtaxes.

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

*SAPdoesnotdeliverstandardCustomizingofdynamictaxexceptions.Ifyoucreatenewtaxgroups,youmust
specifyanewentryforeachgroupyouuse.InSAPsstandardconcept,theconditiontableisthesameforalltax
groups.However,incaseyouneedtofollowadifferentconceptofCustomizingaccesssequencesyoucanspecify
differentconditiontablespertaxgroup.Werecommendstayingwiththestandardconceptofonetaxgroupper
table.

**YoucanfindtheseentriesintheoverviewpageoftheTaxManagersWorkplace(transactionJ1BTAX).There
youdefinetaxratesforseveralkindsoftaxes.

LetstakeapracticalexampleonhowtofilltheJ_1BVIEWMAPtable:
IcreatedthetaxgroupsandIdidselect9ofthesegroupstoberelevantforCOFINSValuesDynamicExceptions:

Then,Icreated9entriestomaptheTaxRatetablestotheConditiontables,eachonerepresentingonetaxgroup.
Youwillnoticethat,thetablesthathasnotaxgroupassigned,theywillhaveoneentryeachtableandtheynever
change.

EverytimewhenanewtaxgroupiscreatedandiftheCOFINScheckboxisselected,anewentryhastobecreated
asbelow:

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

Thisideaisvalidforallthefollowingtables:
J_1BTXCOFCOFINS
J_1BTXIC3ICMS
J_1BTXIP3IPI
J_1BTXISSISS
J_1BTXPISPIS
J_1BTXST3ST
J_1BTXWITHWHT

Thatmeans,ifyouhavethecheckboxactivatedtothetaxexabove,youwillhavetocreateoneentrytoeachtax
groupinthistableassigningthetablenametothetaxgroupandthecorrectconditiontable(349,346,382andso
on).

MigrateTaxGroupsinAccessSequences
NowitistimetoMigratetheTaxgroupsthatyoucreatedintotheaccesssequences.
UsingthemethodofTaxCalculatingviaconditionbased(CBT),everytimeanewtaxgroupiscreated,itmustbe
addedinacertainaccesssequence,automaticallybythesystemthroughthetransactionJ1BTAX.Thesame
shouldoccurwheneverchangesareperformedinthetaxgroups,orevenitisdeleted.

GobacktoJ1BTAXmainscreenandreachthemenu:ConditionSetupMigrationTaxGroupsinAccess
Sequences

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

Ontheprogramselectionscreen,youenterthetaxgroupthatyouwanttoincludeintheupdate.Youcansimulate
theresultsoftheprogrambysettingtheSimulateOnlyindicator.Thisisextremelyimportant,sincetheprogram
makescrossclientchangestoyourdata.

Additionally,youneedtospecifywhattypeofconversionistotakeplace:
a.Updateaccesssequencesifyouwanttoupdateexistingstepsintheaccesssequences
b.Insertintotheaccesssequencesifyouwanttoincludenewstepsintheaccesssequencesaftercreatinganew
taxgroup
c.Deletefromaccesssequencesifyouwanttodeleteexistingstepsfromtheaccesssequences

Ifyouarecreatingallgroupsatonce,itiseasierselecttherangefrom10to89andyoumaywantsimulatefirst,
justtomakesurethattherearenoerrors.

Ifitisallgreen,thatmeanscanrunwithoutthesimulatecheckboxactiveandthetaxgroupswillbeaddedto
theaccesssequences:

YoucanusethereportJ_1B_EXT_ACC_SEQtoautomaticallyupdateaccesssequencesafteryouhavecreatedor
changedtaxgroupsfordynamicexceptions.YouneedtobeauthorizedforcrossclientCustomizingifyouwantto
modifytheaccesssequences.Itisimportantthatyouensurethattaxgroupsarenotcustomizeddifferentlyin
differentclientsbecausewitheachconversiontoaccesssequences,thepreviousCustomizingsettingswillbe
overwritten.

Theshouldlookssomethinglikethis:

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

Theresultoftherunabove,isthatallaccesssequenceswillbeupdatedautomatically,checkforexamplebelow
wherethedifferenttaxgroupswereaddedtoonespecificaccesssequence:

MigrateTaxTablestoConditions
Nowyouhavetomigratethetaxtablestoconditionstocreatetheconditionrecords.GobacktoJ1BTAXmain
screenandreachthemenuConditionSetupMigrationTaxTablestoConditions.Thisistheexecutionofthe
programJ_1B_MIGRATE_TAX_RATES.

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

Firstyouhavetoselecttheapplication:
TX(MaterialManagement)
V(SalesandDistribution)

ThenyouwillhavetoselectthetheConvertionOptions:
Overwriteexistingconditionrecords
Askincaseofexistingconditionrecords
Neveroverwriteexistingconditionrecords

Andthenfinallyselectthetables,onebyonetorunthemigration.
Notethat,thetaxgroupsthatyouselectedasMMwillbetheonlyonesthatyouwillbeabletoruntothe
applicationTXandthetaxgroupsthatyouselectedasSD,youwillhavetoruntotheapplicationV.theonesthat
aregeneral,orthetablesthathasnoTaxGroup,youwillrunforboth(someexceptionsapply).

Theresultwillbesomethingclosertothescreenshotbelow:

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20/01/2016 CreatingTaxGroupsforTaxesException|SAPBRAZIL

Inthenextpost,Iwillexplainhowtocreatetaxesexceptionswiththetaxesgroupsthatyoucreate

CopyrightNotice:LeandrodaPiaNascimentoandSAPBR.COM(SAPBRAZIL)WordPressBlog,2013to
2015.Unauthorizeduseand/orduplicationofthismaterialwithoutexpressandwrittenpermissionfromthis
blogsauthorand/orownerisstrictlyprohibited.Excerptsandlinksmaybeused,providedthatfullandclear
creditisgiventoLeandrodaPiaNascimentoandSAPBR.COMwithappropriateandspecificdirectiontothe
originalcontent.

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NavalBhattsays:
July15,2015at2:07am

HiLeandro,
Thanksforthegreatblog.
DowehavetofollowthesameprocedureincaseofREPNBLbasedonwhichthecustomergetstheexemptiononIPI,PIS
andCOFINS.

Isthereanythingthatwehavetodootherthanwhatismentionedinyourblog.

KindRegards,
NavalBhatt.

Likedby1person
Reply

leandropiasays:
July15,2015at11:45am

Naval,IdidnthavechancetogothroughallthedetailsontheREPNBL,butifyouneedtodotheIPI,PISand
COFINSexemptiontothecustomer,youshouldbeabletodothatusingtheconceptofTaxGroups
(J_1BTXTAXGRUOP)andTaxDynamicExceptions(J(J_1BTXIP1,J_1BTXCOFVandJ_1BTXPISV).Ifyoudont
wantenterthoseexceptionscustomerbycustomer,youmightbeabletodothatusingotherfieldsonTAXGRUOP
ifyourcustomersaresortedforexamplebasedonindustrytype

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