Tax Officer
To register a business taxpayer with an address and other general attributes in the PSCD backend system via a registration form, follow these steps:
- Complete the previously mentioned procedures to configure a registration form with its respective rules.
- Navigate to the Tax Form Processing section, then select the File a Registration Form SAP Fiori tile.
- Initiate the manual registration process by selecting the desired registration form bundle type.
Tax Officer View
The information required to create the master data for a taxpayer and their tax types is processed by the tax officer in this form.
The fields and the rules that apply for checking and creating the data are defined in customizing.
By pressing the Basic Check button, the tax officer triggers the execution of the validation rules defined in the rules engine. Error/Information/Warning messages are then triggered when relevant.
Once messages have been solved or set to Close in the Message Status, the form bundle can be saved.
Taxpayer View via Online Services
The registration process can also be triggered online by the taxpayer.
By pressing the Check button, the taxpayer triggers the execution of the validation rules defined in the rules engine. Error/Information/Warning messages are then triggered when relevant and displayed on the screen for correction.
Once all rules are checked, the form can be submitted for further processing internally at the tax authority.
Data Validation
Follow these steps for data processing:
- Click the Check button to validate the entered data against BRFplus.
- BRFplus will generate messages for any missing mandatory fields (indicated by a red star next to the field name). Ensure that these fields are filled in.
- If needed, you can click the Reset form button to clear your entries and start afresh.
- Once all data is correctly entered, click the Save button to save the information for subsequent steps.
- Upon saving, you will receive a form bundle number for tracking purposes.
- To finalize, click the Create Master Data button, and the system will generate master data in the backend.
Tax Processing
A tax obligation indicates a taxpayer's registration for a specific type of revenue. Due to this registration, a taxpayer might be required to file tax returns and/or make tax payments. In the SAP system, tax obligation data encompasses critical details like the business partner (taxpayer), revenue type, contract object (or tax object), the period during which the tax is due, and the payment frequency. The payment frequency denotes how regularly a tax needs to be paid, whether yearly, quarterly, or monthly.
Delving into the Concept of Facts
In the realm of facts, distinctions are made between fact categories, fact types, and fact sets. You can locate these details in the IMG at: Contract Accounts Receivable and Payable → Basic Functions → Facts.
Fact Categories
- Represent the most granular unit of significant information, akin to a simple type in the SAP data dictionary.
- When these categories are assembled into a Fact Type, they acquire a business context.
- A qualifier complements the data's meaning, such as a Unit of Measure, currency, or a specific type of business partner.
- All tables are contingent upon the client.
Fact Type
- Essentially, a compilation of Fact Categories, presenting data within a pertinent business setting.
- For instance, the dates when a customer made payments.
Fact Set
This is an aggregation of Fact Types, laying the foundation for a Business Repository Object to leverage them.
- An example would be a Fact Category detailing dimensions, combined with dates when the owner settled an amount.
- Each Contract Object Type is linked with a singular fact set.