US Tax

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Switch on Tax Reporter authorization check
In this step, you can activate and deactivate Tax Reporter transaction security checks. If you set the return value to 'ON' for a certain tax company, the Tax Reporter checks if the user has the proper authorization to perform test and productive runs for this tax company.

Other functionalities, such as Print copies, transfer in/out are not affected.

Example
Variable Key F C Operations
D TXCMP
US02 &UTXSS=ON,
US01 &UTXSS=ON,
**** &UTXSS=OFF,

The example above shows how to configure the feature so that an authorization check is run for Tax Companies US01 and US02. For all other Tax Companies, no authorization check is run.

Activities
1. Under Variable Key, specify the tax company that is to be secured by authorization check.
2. Under Operations, specify value 'ON' to activate; value 'OFF' to deactivate the authorization check.

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Tax Form Groups

When you run payroll, the results are stored in wage types. For tax reporting purposes, these wage types are combined into tax form groups, which map the wage type values to corresponding boxes on government forms.

In the first step of this chapter, you define tax form groups containing tax wage types. In the second step, you define those containing all other wage types.

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Define tax form groups containing tax wage types

In this step you define tax form groups containing tax wage type amounts. How you proceed with this step depends on whether you define a custom tax form group or use one delivered with the standard SAP system. The procedures for defining custom and SAP delivered tax form groups are outlined below.

Creating and defining custom tax form groups containing tax wage types
This process involves:

Creating new tax form groups (if you require additional tax form groups not delivered with the standard system)
Assigning tax types (which are linked to wage types) to the tax form groups
Defining how the tax form groups are evaluated in Tax Reporter

To create tax form groups:
1. On the Change View "Tax form groups": Overview screen, choose New entries.
2. On the screen that appears, enter your custom tax form group name and description.
3. Save your entries.

To assign tax types to tax form groups:
1. On the Change View "Tax form groups": Overview screen, select the desired tax form group.
2. Choose Assignment of tax wage types.
3. On the Change View "Assign tax types to tax form groups": Overview screen, select a tax type from the list and choose New entries.
4. On the New Entries: Details of Created Entries screen, enter the desired tax type and other relevant information.
5. Save.
6. Repeat this process for each tax type you wish to assign to your custom tax form group.

To define how tax form groups are evaluated in Tax Reporter:
1. On the Change View "Tax form groups": Overview screen, select the desired tax form group.
2. Choose Evaluation of tax form groups.
3. On the Change View "Evaluation of tax form groups": Overview screen, choose New entries.
4. On the New Entries: Details of Created Entries screen, enter the appropriate information.
5. Save.
6. Repeat Steps 1-5 for each tax level associated with your tax form group.

Defining SAP delivered tax form groups
These tax form groups come preconfigured with wage types already assigned to them, so in this step you need only to define how these tax form groups are evaluated in Tax Reporter. To complete this process, follow the procedures in the section directly above.