Sales and use tax or self assessed tax

Hello,
I am supposed to configure Use tax for a client.
I have checked metalink note on configuring use tax, somehow it is not complete.
If someone could help me find a document that speaks about use tax, it would be a great help.
Regards,
Shilpa

the below note helped resolve my requirement pertaining to Use tax:
How to Configure a Tax to Self-Assess in R12 E-Business Tax (EBTax) and Payables (Offset, Use Tax) [ID 948414.1]
Thanks.

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Error while posting to Tax Journal Entry for sales and use tax

Hi,
I am trying to post a journal entry (FB50) to cleanup and correct the liability on our sales and use tax. All lines are giving warnings and messages.Give me a suggestion on how to get it to post . Or if needed, another solution to correcting the balances in the sales and use taxes.
But the entry to a/c # 226530 is giving an information message but still wouldnu2019t save.
The Error message is
Enter the tax base amounts for account 226400 in company codeAFCO
Message no. F5A375
Diagnosis
You are posting directly to a tax account. Enter the tax base amounts per item using the function "Tax Amounts".
Kindly help me how to fix the above issue.
Thanks
Suvarna

You may want to check out the following notes... they may shed some light on your problem.
681930 - Posting on tax account possible w/o specific. of base amount
1090096 - FB60 / MIRO - Checking direct tax after change (F5A375)
944978 - FB60 / MIRO - check of direct tax after change

Sales Report for US Sales and Use tax

Hi,
I'm looking for t-code to extract detailed sales report having Gross sales, Exempt sales , Ship to state, Ship to County\ City, Sales Tax collected. If I'm getting this report i can verify what my sales tax software is updating.
When i extract tcode - ZINVLIS i don't get much detail.
Please help me in extracting complete sales detail which can be used for sales and use tax verification process and audit purpose.
Thanks,
Karthik

Hi Karthik,
There is no standard report available as per my knowledge.You may develop Z report to achive your requirment. Check some LIS report can give data (MC01 is transaction where you can check all type of key figure reports)
Regards
Mani Kumar

Sales and Use Tax Packages

Here at KeySpan we are in the process of upgrading to Oracle 11i. We are also evaluating software packages for calculating sales
and use tax in conjunction with Oracle Purchasing and Payables modules. How are other organizations doing this? Did you use
the existing functionality in Oracle or purchase a package like Vertex or Taxware?
- Mike Stankard

Did you comeup with any solution for this??

Texas Sales and Use Tax - SAP Automatic Tax Code Assignment

We are an end user industry of materials and services - Refining. We are also using SAP - 4.6C platform. What are others in the SAP environment doing to address proper taxing assignment to purchased materials and services in the great state of Texas? As you may be aware the Texas State Sales and Use tax rules are probably the most difficult to understand and comply with that exist. I am embarking on developing a custom solution to automatically assign the proper tax code on purchase orders depending on key indicators associated with maintenance orders and material groups, etc.

The Sales and Use tax code assignment can be handled at the creation of the purchase order for plan purchases of goods and services, and at the accounts payable level when the invoice is process. At each step the necessary tax code must be populated on the jurisdiction field.

Self assessed tax accounting

1. When invoice is 3-way matched where accruals are done at receipt, the Use Tax amount is debited to the accrual account.
2. But in reality it should be debited to the charge account and credited to the specific Tax account defined in the EBTax configuration.
Is this (#1) a standard behavior?
Steps involved:
1.     Create invoice, match it to the receipt (accruals are performed ‘at receipt’)
2.     Click calculate tax
3.     Override Use Tax (add amount and check self assessed checkbox) on the invoice
4.     Validate invoice
5.     Create Accounting for invoice
6.     The ‘create accounting’ report reflects that the item line and the self assessed tax line are debited to the accrual account. Item line is then credited to a liability account and the self assessed tax line is credited to the specific Tax account defined in the EBTax configuration.
Question is why does the self assessed tax line is debited to the accrual account and not to the charge account?

1. When invoice is 3-way matched where accruals are done at receipt, the Use Tax amount is debited to the accrual account.
2. But in reality it should be debited to the charge account and credited to the specific Tax account defined in the EBTax configuration.
Is this (#1) a standard behavior?
Steps involved:
1.     Create invoice, match it to the receipt (accruals are performed ‘at receipt’)
2.     Click calculate tax
3.     Override Use Tax (add amount and check self assessed checkbox) on the invoice
4.     Validate invoice
5.     Create Accounting for invoice
6.     The ‘create accounting’ report reflects that the item line and the self assessed tax line are debited to the accrual account. Item line is then credited to a liability account and the self assessed tax line is credited to the specific Tax account defined in the EBTax configuration.
Question is why does the self assessed tax line is debited to the accrual account and not to the charge account?

Self assessed tax

Hello,
I have configured regime to rate flow and its calculating the tax as expected, but I have created a tax rule to calculate self assessed tax for NON-REGISTERED vendors. Now after i created this tax rule the EBT engine is calculating tax for all the vendors irrespective of their registration status.
could someone help me in resolving this issue..
regards,
Shilpa

I figured this out using the below note:
How to Configure a Tax to Self-Assess in R12 E-Business Tax (EBTax) and Payables (Offset, Use Tax) [ID 948414.1]
thanks.

Self Assessed Tax Lines - AP

Can you please help me on this related to self assessed tax amount.
1. How can i get the self assessed tax amount for Invoice and its entries from AP - XLA - GL
2. How can i get the accounting entries for the self assessed tax amount for lines reverted for a cancelled invoice. AP -XLA - GL.
Thank you for your time.

Can you please help me on this related to self assessed tax amount.
1. How can i get the self assessed tax amount for Invoice and its entries from AP - XLA - GL
2. How can i get the accounting entries for the self assessed tax amount for lines reverted for a cancelled invoice. AP -XLA - GL.
Thank you for your time.

Set up of Self Assessment Tax in R12.1.2

Hi Experts,
I would like to know the setups related to calculation of self assessed taxes in payables.
I am able to calculate taxes based on Ship to location but taxes are not automatically checked as self assessed. I can manually check the box but expecting the system to do it automatically.
Regards,
Ramesh

please check,
- You would need to setup the rule based on the registration status
- Enable the self assessment flag at the OU or establishment level
- At supplier party level mark the supplier/site as registered or 'not registered'
- enable the calculate tax flag in the 'Tax reporting' tab at supplier site level
- then the system would mark the tax as self assessed if the registration of supplier is set to not registered.
please consider the above steps.
thanks.
shilpa

Self-Assessed Tax Through Payables Open Interface Import

Does anyone know what fields are required to process an invoice with use tax through the payable open interface import? We have a custom interface in 11i that loads these invoices and validates nightly. However, in R12 we are using E-Bus Tax engine to "manually" check the "Self Assess" while creating invoices. How can this same process be done through the import????????
Edited by: user5893077 on Mar 2, 2011 3:50 PM

Have you customized/setup the Project Accounting Workflow builder. You need to do some setup for this workflow builder so that the project accounts can be derived properly.

US: Tax-setup of Sales and Use Tax in a company located in Michigan, US

Dear all!
Below it's described how the A/P-taxes have to be handeld in our company in Michigan, US. We want to use a very simple TAXUS-setup (No Jurisdiction). Actually we have problem in setting up the tax-scheme of TAXUS with the following cases:
In the US, there are four situations for our Sales/Use Tax. All four are for A/P only. All four are related to the State of Michigan. The applicable tax rate is either 0% (exempt from tax) or 6% (taxable).
The first two involve invoices that are correct from the vendor and nothing special needs to be done. The
payment is made to the vendor and the full amount of the invoice is booked to the expense account (i.e. 123456 Telephone).
1. The vendor DOES NOT charge sales tax on items that are EXEMPT from sales tax.
2. The vendor DOES charge sales tax on items that are TAXABLE.
The second two situations involve invoices that are incorrect from the vendor and our company must account for the sales/use tax.
3. The vendor DOES NOT charge sales tax on items that are TAXABLE. Our company must accrue for the tax due to the State of Michigan and pay it at the end of the period.
4. The vendor DOES charge sales tax on items that are EXEMPT from sales tax. Our company must either deduct the sales tax on the invoice from the payment and reduce the amount paid to the vendor OR pay the invoice in full and book the overpayment of tax against the accruals from item #3.
Especially case #3 is actually the biggest challenge to be setup in the system in order to get the amounts correctly calculated. To our opinion the SAP has to create an additional tax-line item.
Thanks a lot for a helpful answer or solution!
Regards,
Bernd

Hi Bernd,
Did you get a solution for your query? If so, can you please share that? I have the same scenario for Geismar, Louisiana.
Please let me know how did you configure the Accrued tax. Really appreciate your response.
Thanks, Reji.

Service PO Sales and Use Tax Conditions

I'm trying to located where the details of the tax condition JP1I is located. Its not konv. In there you see the NAVS but this is a sum of all levels of tax.
Does anyone know where to find JP1I. It might be BSET but I need the link.
Any help will be rewarded.
Thanks,
Richard

HI,
First find the condition type in the tax procedure which is in FI - Tax on goods movement - define calculation procedure
If you want to check the condition type then go to MM - purchasing - Conditions - Define price determination - Define condition type and check for the funtionality of this condition type.
Thanks & Regards,
Kiran

Update decimal places in sales and use tax percentage rate [FTXP]

i need to update the decimal places in the tax percentage rate. i've gone through all of the tax configuration in the img several times and it is not there. have searched the internet for an answer to this, and am not finding it. need to update from four digits to the right of the decimal to five digits to the right of the decimal point.
for example, adjusting a tax rate field of 5.1234 to 5.12345, where the field will allow 5 digits.

Hi,
SAP has hardcoded in the program MF82TI00 to pick only the three places after decimal. Rest will be ignored.
In case this is your legal requirement, I will suggest to rather create an OSS message with SAP.
Regards,
Gaurav

Tax Conditions for Sales and Distribution using Jurisdiction Code in Canada

Hello everyone,
I would like to share with you a doubt relating taxes for Sales and Distribution in Canada.
The Tax conditions for Sales and Distribution in Canada are the CTX1 (GST - Canada), CTX2 (PST - Canada) and CTX3 (Base + GST). These are the Tax Conditions which appear when creating a Material or a Client for the Canada Region, and are also the ones included in the Canada Standandard Pricing Procedure.
I tried to apply the standard method of creating a Master Record for these conditions, but an error relating the Jurisdiction Code came out while releasing to accounting.
Does anyone one how to procceed? Which are the important issues with Finance Accounting to take in to account?
I would really appreciate any comment relating this issue.
Thank you very much in advanced.
Víctor

Dear Mr. Lakshmipathi,
In first place, thank you very much for your quick response.
I have tried many different procedures to get the aim, and among others, a new access sequence was created to allow the introduction of the Jurisdiction Code (UTXJ is not available for Sales Conditions) but once the Condition is created, it is not recognized when creating the Order ("pricing error: Mandatory condition CTX is missing"). Maybe it has something to do with the fact that these conditions are not included in the Finance Accounting Tax Procedure, where the conditions, which represent the same taxes but with different condition names, are defined for a certain Tax Code and Jurisdiction code.
Among the different SAP notes for the error relating the Jurisdiction code, there was one proposing to change the Condition Category from "D" (Taxes) to a value between "1 and 4". By doing this a new error appears while creating the order, saying that there are conditions in the Tax procedure (JRC1, JRC2)which are not included in the Sales Pricing procedure. By including this conditions in the Pricing procedure, the Tax Conditions existing in the Finance Accounting Tax Procedure are brought to the Order Conditions, in addition to the Sales Tax Conditions. And there is something more, each Tax Condition from the Finance Accounting Procedure appears twice, one with the application V (Sales) with value zero, and one with application TX (Taxes) with the value existing in the Finance Accounting Taxes Procedure. This is how at the end, the corresponding %value of the taxes is brought to the Invoice with the correct Tax Code, and the proper Jurisdiction Code, which is different for each condition.
Thank you very much for your time.
Víctor Liedo

To Read the processed subtotal and use for calculating tax.

Hi,
I calculated subtotal in REUSE_ALV_LIST_DISPLAY.
I got the subtotal.
After the subtotal i have a line to calculate the tax.
Now I want to read the subtotal and get the sum(calculated total) and use it to process the tax.
Thanks.
Farid.

TYPE-POOLS: slis.
DATA: it_fieldcat TYPE slis_t_fieldcat_alv,
wa_fieldcat TYPE slis_fieldcat_alv,
it_events TYPE slis_t_event,
wa_events TYPE slis_alv_event,
it_sort TYPE slis_t_sortinfo_alv,
wa_sort TYPE slis_sortinfo_alv,
it_list TYPE slis_t_listheader ,
l_layout TYPE slis_layout_alv,
wp_type type SLIS_PRINT_ALV,
tp_type type table of SLIS_PRINT_ALV.
TYPES: BEGIN OF ty_itab,
field2(10),
field1(10),
qty1(10),
qty2 type i,
qty3 TYPE i,
Total type i,
END OF ty_itab.
DATA: itab TYPE STANDARD TABLE OF ty_itab WITH HEADER LINE,
      wa type ty_itab,
itab1 TYPE slis_t_listheader.
START-OF-SELECTION.
CLEAR ITAB.
itab-field2 = 'FIRST'.
itab-field1 = 'FIRST'.
itab-qty1 = '2'.
itab-qty2 = 1.
itab-qty3 = 5.
APPEND itab.
itab-field2 = ''.
itab-field1 = 'FIRST'.
itab-qty1 = '2'.
itab-qty2 = 1.
itab-qty3 = 5.
APPEND itab.
itab-field2 = 'FIRST'.
itab-field1 = 'FIRST'.
itab-qty1 = '2'.
itab-qty2 = 1.
itab-qty3 = 5.
APPEND itab.
itab-field2 = 'FIRST'.
itab-field1 = 'FIRST'.
itab-qty1 = '2'.
itab-qty2 = 1.
itab-qty3 = 5.
APPEND itab.
itab-field2 = 'SECOND'.
itab-field1 = 'SECOND'.
itab-qty1 = '2'.
itab-qty2 = 1.
itab-qty3 = 5.
APPEND itab.
itab-field2 = 'SECOND'.
itab-field1 = 'SECOND'.
itab-qty1 = '2'.
itab-qty2 = 1.
itab-qty3 = 5.
APPEND itab.
* wa-field1 = ''.
* wa-qty1 = 'TAX'.
* wa-qty2 = 5.
* wa-qty3 = ''.
* insert wa into table itab.
wa_fieldcat-fieldname = 'FIELD2'.
wa_fieldcat-seltext_m = 'field2'.
wa_fieldcat-no_out = 'X'.
APPEND wa_fieldcat TO it_fieldcat.
CLEAR wa_fieldcat .
wa_fieldcat-fieldname = 'FIELD1'.
wa_fieldcat-seltext_m = 'field'.
APPEND wa_fieldcat TO it_fieldcat.
CLEAR wa_fieldcat .
wa_fieldcat-fieldname = 'QTY1'.
wa_fieldcat-seltext_m = 'QUNTITY1'.
APPEND wa_fieldcat TO it_fieldcat.
CLEAR wa_fieldcat .
wa_fieldcat-fieldname = 'QTY2'.
wa_fieldcat-seltext_m = 'QUANTITY2'.
wa_fieldcat-do_sum = 'X'.
APPEND wa_fieldcat TO it_fieldcat.
CLEAR wa_fieldcat .
wa_fieldcat-fieldname = 'QTY3'.
wa_fieldcat-seltext_m = 'QUANTITY3'.
wa_fieldcat-do_sum = 'X'.
APPEND wa_fieldcat TO it_fieldcat.
CLEAR wa_fieldcat .
REFRESH it_sort.
wa_sort-fieldname = 'FIELD1'.
* wa_sort-fieldname = 'FIELD2'.
wa_sort-up = 'X'.
* wa_sort-group = '*'.
wa_sort-subtot = 'X'.
APPEND wa_sort TO it_sort.
wp_type-no_new_page = 'X'.
append wp_type to tp_type.
CLEAR wa_sort.
wa_sort-fieldname = 'QTY1'.
wa_sort-up = 'X'.
wa_sort-group = '*'.
* wa_sort-subtot = ' '.
APPEND wa_sort TO it_sort.
CLEAR wa_sort.
PERFORM get_events .
* l_layout-subtotals_text = 'Subtotal'.
* l_layout-totals_text = 'Total text'.
l_layout-no_totalline = 'X'.
l_layout-max_linesize = '5'.
CALL FUNCTION 'REUSE_ALV_LIST_DISPLAY'
    EXPORTING
      i_callback_program = sy-repid
      it_fieldcat        = it_fieldcat
       I_SCREEN_END_LINE              = 3
      is_layout          = l_layout
      IS_PRINT = wp_type
      it_sort            = it_sort
      it_events          = it_events
    TABLES
      t_outtab           = itab
    EXCEPTIONS
      program_error      = 1
      OTHERS             = 2.
IF sy-subrc <> 0.
ENDIF.
FORM get_events .
CALL FUNCTION 'REUSE_ALV_EVENTS_GET'
    EXPORTING
      i_list_type = 0
    IMPORTING
      et_events   = it_events.
* READ TABLE it_events WITH KEY
* name = slis_ev_subtotal_text INTO wa_events.
* IF sy-subrc = 0.
*    MOVE 'SUBTOTALS_TEXT' TO wa_events-form.
*    MODIFY it_events FROM wa_events INDEX sy-tabix.
* ENDIF.
* CLEAR wa_events.
* READ TABLE it_events WITH KEY
*   name = slis_ev_top_of_page   INTO wa_events.
* IF sy-subrc = 0.
*    MOVE 'TOP_OF_PAGE' TO wa_events-form.
*    MODIFY it_events FROM wa_events INDEX sy-tabix.
* ENDIF.
READ TABLE it_events into wa_events WITH KEY name = 'BEFORE_LINE_OUTPUT'.
if sy-subrc = 0.
    wa_events-form = 'BEFORE_LINE_OUTPUT'.
    MODIFY it_events FROM wa_events TRANSPORTING form WHERE name = 'BEFORE_LINE_OUTPUT'.
ENDIF.
READ TABLE it_events into wa_events WITH KEY name = 'AFTER_LINE_OUTPUT'.
if sy-subrc = 0.
    wa_events-form = 'AFTER_LINE_OUTPUT'.
    MODIFY it_events FROM wa_events TRANSPORTING form WHERE name = 'AFTER_LINE_OUTPUT'.
ENDIF.
*read table it_events with key name = slis_ev_end_of_page into wa_events.
*IF sy-subrc eq 0.
* wa_events-form = 'END_OF_PAGE'.
*ENDIF.
ENDFORM. " GET_EVENTS
FORM before_line_output using p_c type slis_lineinfo.
if p_c-subtot = 'X'.
      itab-field1 = ''.
      itab-qty1 = 'TOTAL'.
endif.
ENDFORM.
FORM after_line_output using p_c type slis_lineinfo.
if p_c-subtot = 'X'.
      ULINE AT (p_c-LINSZ).        "Dynamic Line Size
    FORMAT COLOR COL_TOTAL ON. "Setting the color
    WRITE :/
      sy-vline,
      15 'Tax',
      13 sy-vline,
      24 sy-vline,
      35 sy-vline.
    POSITION P_C-LINSZ.
    WRITE: SY-VLINE.
    FORMAT COLOR OFF.
endif.
ENDFORM.

Sales and use tax or self assessed tax

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