Taxing at Invoice Level

We are on SAP 4.6C and Vertex Q Series 3.1
I had to put in several exceptions for a North Dakota max tax, which was optional.
We are taxing at item level and for these ND transactions I need the tax to be calculated at an invoice level. Is there a way to do that? If so, can it be limited to just certain situations and jurisdictions?
Any help would be appreciated. Points will be given for any answers that help in finding a solution to my problem.

I found some additional information about the way taxes are calculated in our system. We are using an external tax system so a procedure may not work for us.
Tax on freight is determined by Taxware, which then calculates the appropriate amount of tax and sends those back to SAP with a tax base amount. Taxware is not called again when the order is copied to the billing document (in SD module). So, the recalculation is happening on the base amount stored for UTXD (as far as I can tell) which could be incorrect since it always includes freight. If freight was exempt the actual base amount returns a lower amount than the base amount stored for UTXD (for example). Instead, what we need is for all the tax conditions to be left exactly as they are in the order.
In addition, in transaction VTFA we have set the field Pricing Type to "D" which is supposed to "copy all pricing elements unchanged" in copy control at the item category level for sales document to billing document. We also tried G and A which didn't give us the results we wanted either.
Any additional help would be appreciated.
Jim

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Deferred Tax:Post invoice and clearing of open payment seperately $

Hi Team,
User not able to clear the vendor Through F-44
Down payment was done at 2013 and Invoice is generated at 2014 . now user trying to clear thevendor through F-44 .When he is trying to clear the vendor system throwing error message stating that “Deferred Tax:Post invoice and clearing of
open payment seperately$” .What is the reason for this .Thanks
Regards,
Raj

Hi
Check if OSS Note 913805 is relevant for your EhP and patch level
Regards
Sanil Bhandari

C Forms indicator at Invoice level.

Hi Gurus,,
C forms are issue to the customers, through which they have to give less sales tax. This is decided at the time of the Sales Order where either the form is added or it is specified that the same will be done after wards i.e after delivery or billing.
Now, is there any indicator/flag at the invoice level as an indicator of the C form.
If yes, please tell the TABLE-FIELD name.
Thanks In Advance,,,
Abhi......

in Sales order- header -sales tab -usage: drop down list
after the making the sales tax exception in header Billing tab (tax classification 0:1) then in sales tab we will make the usaage: with c-form selection.
This we are capturing into prinitout where ever u like sales order or billing -- help of technical team . this i have done in real time.
If u likes this give me the points other wise leave.

WITHHOLDING TAX TYPE의 INVOICE

제품 : FIN_AP
작성날짜 : 2004-05-19
WITHHOLDING TAX TYPE의 INVOICE
=============================
PURPOSE
Invoice Distribution Level에 있는 Type중에는
Withholding Tax가 있고, 해당 Type은 자동으로 생성되도록 설정하여
사용해야 합니다.
Explanation
Withholding Tax type의 invoice에 대해 말씀드리겠습니다.
해당 Type은 User가 직접 입력하는 것은 아닙니다.
이 Type의 invoice는 자동으로 생성될때 사용되는 것입니다.
즉,
AP권한에서 Setup -> Options -> Payables 화면에서
Withholding Tax tab으로 이동하시면, "Create Withholding Invoice"가 있습니다.
예를들어, At Invoice Validation Time에 check를 하시면,
Standard Invoice를 입력하고, 승인시점에 Distribution에 Withholding Tax Group에
따라 소득세와 주민세 Line이 생성되고,
새롭게 그 원천세 금액에 맞게 세무서를 supplier 로 하는 invoice 가 자동으로 생깁니다.
이 Invoice가 Withholding Tax Type의 Invoice인 것입니다.
이렇게 자동으로 생성된 Withholding Tax Type의 Invoice는 Supplier가 세무서이므로,
회사가 원천징수한 세금을 세무서에 납부하기 위한 invoice 가 되는 것입니다.
만약 지금까지 Withholding Tax Type으로는 송장이 만들어지지 않았다면,
해당 Option값이 "Never"로 설정되어 있다는 뜻입니다.

Dear F,
please kindly check that You define the wt type at invoice time.
Then please check that You define the wt type at your company code level and insert the right time validity.
Then check that You open by ob41 and ob14 the field status for your relevat posting key and g/l account for tax fields (witholding tax fields)
--> Taxes
Withholding Tax Code
Withholding Tax Amounts
please put them as optional.
Then that Your wt type and code are correctly defined into Your vendor master data with the flag liable switched on.
I hope this help.
Mauri

FI Account Document To be updated which is created at SD Invoice level

Dear all,
Please help me on this <removed by moderator>.
my scenario is
1).Creating Sales order using Sales order BAPI
2).Creating Invoice using BAPI BAPI_BILLINGDOC_CREATEMULTIPLE.
      Just am passing Sales order which is created in first step , So Invoice number will be generated along with FI Account Document Number also.
Now my requirement is I have to update Account number for ex Tax base value(FKBAS-BSEG) in FI Account document number.
Please help me how to create is there any BTE OR BADI availble which will trigger at that point from Invoice level.
Thanks
Mahendar.G
Edited by: Thomas Zloch on Jan 25, 2012

Dear Thomas,
Thanks for your Quick responce, I have triedEXIT_SAPLV60B_002 ,EXIT_SAPLV60B_003, EXIT_SAPLV60B_008 and etc LIKE BTE(SAMPLE_PROCESS_00001120) but no use.
My requirement is when I create Invoice using Bapi :
REFRESH it_return[].
i_bapivbrk-doc_type      = l_auart.""'ZDR'.
i_bapivbrk-ordbilltyp    = l_auart.""'ZDR'.
i_bapivbrk-ref_doc       = lv_vbeln. "Sales order
i_bapivbrk-ref_doc_ca    = 'L'.
i_bapivbrk-doc_number    = lv_vbeln.
APPEND i_bapivbrk.
CALL FUNCTION 'BAPI_BILLINGDOC_CREATEMULTIPLE'
    TABLES
      billingdatain   = i_bapivbrk
      conditiondatain = i_bapikomv
      return          = it_return
      success         = i_success.
So it will create Inovoce Number and Account Document Number also. when I see the Invoice in VF03 it will show Account Document number also.
I want to update some field of Account Document after creation or at the time of creation.
<removed by moderator>
Thanks.
Edited by: Thomas Zloch on Jan 25, 2012

Cash discount calculation at invoice level not at sales order level

Dear Friends
while i am executing the sales cycle creten Cash discount conditions are calculating in the Invoice directly not in sales order.
can you please let us know your views oin what basis iot calculating directly in the invoice, since payment terms is there in both sales order and invoice level. but discount is only appearing at invoice level, not in the sale order level..
where these setting incurred in this process. i have verifies all the routies, there is no such kind of logic to calculate in a particular palce.
treat this one as high priority and let me know.
Thanks
Raju.

Hi
while i am executing the sales cycle creten Cash discount conditions are calculating in the Invoice directly not in sales order.
can you please let us know your views oin what basis iot calculating directly in the invoice, since payment terms is there in both sales order and invoice level. but discount is only appearing at invoice level, not in the sale order level..
Please check your Pricing Procedure, whetehr against your Cash Discount Condition Type, Requirement 24 or 23 is maintained? If it is maintained remove these requirements and save. Then try to run the transaction.
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Amitesh Anand

Rounding of sales tax at header level

HI
I want to roundoff tax at header level . we already using the tax rounding off at item level .
But new requirement is instead of Item level roundoff , they want the roundoff at header level
Plz provide solutions

Hi
U have 2 options
1. Conversion rule(OY04)
2. SPRO-Ref IMG-Global setting Data- Conversion Rule
or once u r maintaining the condition record for Tax value (FV11/ vK11/Vk19)
there u can find rounding rule.
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mk

'Deferred tax: Post invoice and payment separately $1

Hi
A customer invoice is posted with service tax.If we go to f-04 to make
an entry of payment received and Debit bank, debit TDS certificate
receivable for the TDS amount deducted and click on process open items
thereby selecting the customer and then the invoice the system throws
the error as 'Deferred tax: Post invoice and payment separately $1
Message no. DEFTAX020'
And if we try to post it by selecting posting key of credit customer
which will not do the clearing of invoice, the error does not come.
We are using deferred tax transfer New : RFUMSV25.All the other
processes relating to service tax are going fine.
Please suggest.

Hi
A customer invoice is posted with service tax.If we go to f-04 to make
an entry of payment received and Debit bank, debit TDS certificate
receivable for the TDS amount deducted and click on process open items
thereby selecting the customer and then the invoice the system throws
the error as 'Deferred tax: Post invoice and payment separately $1
Message no. DEFTAX020'
And if we try to post it by selecting posting key of credit customer
which will not do the clearing of invoice, the error does not come.
We are using deferred tax transfer New : RFUMSV25.All the other
processes relating to service tax are going fine.
Please suggest.

Entering Tax Only Invoice in AP

Hi Guys,
We are able to Import Invoices with Tax Only Line by Setting PRORATE_ACROSS_FLAG as N which is populated in AP LINES.
Tax lines gets poulated from Payable Interface to ZX_LINES with Tax only Lines as checked.
But when we are trying manually We are unable to create manually tax only line
Please suggest:
1.If how we can have PRORATE_ACROSS_FLAG as N for Tax or
2.Is there any set up for Tax Only Invoice
Please note that set up in Configuration set up and event mapping set up we already have Manual Tax only box check
Any suggestion will be appreciated.
Thanks
Bob

This is resolved. Thanks

Deferred tax: Post invoice and payment separately $1" Message no. DEFTAX020

while reversing a document thru FB08, it is giving the error message,
" Deferred tax: Post invoice and payment separately $1" Message no. DEFTAX020.
This is a stand alone invoice document , without any clearing document. What is to be done ?
Below is the snapshot of FB03:-
Document Number 2256162          Company Code    MLTD         Fiscal Year     2009
Document Date   24.05.2010       Posting Date    25.05.2010   Period          11
Reference       PYX/10-11/032    Cross-CC no.
Currency        INR              Texts exist
Itm PK BusA Acct no.   Description                    Tx     Amount in   INR
001 31 U106 503551     PYXIS SYSTEMS PVT.LTD.         DD             55,150.00-
002 40 COMM 5656       Membership & Subscri           DD             50,000.00
003 40       1371       Service Tax Availed            DD              5,000.00
004 40       1372       Ecess on ST Availed            DD                100.00
005 40       1373       S&H Ecess on ST Avai           DD                 50.00
Document Type   I2 VEMDOR INV-CORPORATE
Doc.Header Text PYXIS SYS.P.LTD.
Branch number         Number of Pages 0
Reference       PYX/10-11/032    Document Date   24.05.2010
                                 Posting Date    25.05.2010
Currency        INR              Posting Period 11 / 2009
Ref. Transactn BKPF Accounting document
Reference key   0002256162MLTD2009    Log.System MALCLNT999
Entered by      NITINRB          Parked by
Entry Date      25.05.2010       Time of Entry   13:05:08
TCode           FBR2
Changed on                       Last update
Ledger Grp                       Ledger
Ref.key(head) 1                       Ref.key 2

Hi,
Check whether OSS note 913805 (see below) offers a solution to your particular issue.
Kind regards, Robert
Note 913805 - Error FF891 or DEFTAX025 when posting FI-Documents Version: 5
Summary
Symptom
The posting of FI-documents cannot be executed due to one of the following error messages:
FF 890 "Vendor and customer items in document with deferred taxes"
FF 891 "G/L account item without tax code in document with deferred taxes"
FF 892 "Error writing to table DEFTAX_ITEM"
DEFTAX 025 (no specific text)
Also update terminations and other errors which are related to function group TAX4 may be the topic of this note.
Other terms
RFUMSV25; RFUMSV50; VAT; deferred tax; BTE; DEFTAX_ITEM; TAX4; SAPSQL_ARRAY_INSERT_DUPREC; FI_POST_DEFTAX_ITEM; FF891; FF890; FF892; FF804; 00 671; FF099; DEFTAX020; DEFTAX021; DEFTAX022; DEFTAX023; DEFTAX025; DEFTAX012; DEFTAX_MX027; DEFTAX_MX047; DEFTAX_MX039; DEFTAX; DEFTAX_MX;
Reason and Prerequisites
Accidentally some business transaction events (BTE) for the new solution for deferred tax were delivered in an active state in support packages of SAP releases 4.70 and ERP 2004. The solution is available in the SAP-Standard only from release ERP 2005. Also in ERP 2005 the new deferred tax can cause problems in countries for which the solution is not released.
These BTEs perform strict tests for documents containing tax codes for deferred tax.
Solution
If you are using the old deferred tax, i.e. you use report RFUMSV25 to create transfer postings, you can safely deactivate these BTEs.
Remove the following BTEs:
00001025 DI-TAX CREATE_DEFTAX_ITEM
00001030 DI-TAX SET_DEFTAX_ITEM
00001040 DI-TAX CREATE_DEFTAX_ITEM_REVERS
00001050 DI-TAX CREATE_DEFTAX_ITEM_MR1M
In ERP 2005 (ECC 600) the application key is 'FI-TAX' instead of the above mentioned 'DI-TAX'.
To do this start transaction FIBF
-> Settings
-> P/S Modules
    ...of an SAP Application
Mark the entries from the list above and delete them.
This deactivates the functionality of 'new deferred tax' for all company codes in all clients on the system. This means that no data is written to table deftax_item at posting time. Report RFUMSV50 can still be started, but it will not process new documents any more.
If in ERP 2005 problems arise in one country but the new deferred tax is used in another country you must not deactivate the BTEs completely. In this case it is possible to restrict the BTEs to be active only in certain countries using the column 'country' in transaction FIBF.
Header Data
Release Status: Released for Customer
Released on: 16.01.2008 20:12:15
Master Language: English
Priority: Correction with medium priority
Category: Program error
Primary Component: FI-GL-GL-F Value Added Tax (VAT)
Affected Releases
Software Component     Release     From Release   ToRelease     And subsequent
SAP_APPL                     46C            46C                   46C
SAP_APPL                     470            470                    470
SAP_APPL                     500            500                    500
SAP_APPL                     600            600                    600
SAP_APPL                     602            602                    602
SAP_APPL                     603            603                    603
SAP_APPL                     604            604                    604
Related Notes
771319 - RFUMSV50: Documentation
Edited by: Robert North on May 26, 2010 11:49 AM
Edited by: Robert North on May 26, 2010 11:50 AM

Not able to find out invoice level for customer collection

Hi Experts,
We are not able to find out invoice level payment details for the collection
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Hi all,
Could some one tell me is there any possibility of maintaining the vendor number or code at the invoice (outgoing invoice) level?
Thanks in advance,
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Deferred Tax : Post Invoice and Payment Seperately $1

Hi Guys,
I am getting the following error while doing F-58.
Deferred Tax : Post Invoice and Payment Seperately $1
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Thanks,
Srikanth.

hi,
Do you have two tax codes setup up. One tax code to post with the invoice and another one which is used for transferring when the invoice payment is made. Please check that you are using the right tax code setup for the posting with the invoice.
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Withholding tax - cancel invoice

Hello Experts, I have configured Extended Withholding tax for invoices, so when an invoice is generated, a line item for withholding tax is generated as well. My problem is when cancelling an invoice (MR8M): the system generates an FI document with all items reversed except withholding tax item, this amount is added to vendor account line item. Neverthless, when FI document generated is canceled by FB08, reversal document is generated considering withholding tax item, as is required. Could anyone help me?
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Hi Ravinagh, I already have maintained accounts in Tx.OBWO, and the problem persists. Transaction MR8M does not consider this settings, unlike FB08. For example, this is documetn FI generated from invoice:
PK   Acc.                 Text                            Amount
31    2010008239      Company AAA              1,047.20-
86    42010008          Fact.x Services        1,000.00
40    40011002     IVA-Purchasing               190.00
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21   2010008239     Company AAA        1,190.00
96   42010008     Fact.x Services        1,000.00-
50   40011002     IVA-Purchasing           190.00-
And what is required is as transaction FB08 generates:
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21 2010008239         Company AAA             1,047.20
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50     40011002          IVA-Purchasing           190.00-
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