20212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. SAP Blog, SAP BRAZIL, SAP S/4HANA and more... SAP Brazil Localization, Taxes, Legal Requirements, SPED, NFE, SAP S/4HANA and more... ‘TAXES Creating Tax Groups for Taxes Exception Date: November 22, 2014 Author: leandropia__6 Comments Creating tax groups can be very useful to handle the tax calculation in Brazil for different taxes, such as ICMS, IPI, PIS, COFINS, ISS, Tax Substitution, Withholding taxes and ete. As taxes rates, bases and other taxes matters are very dynamic in Brazil, you will for sure need to have tax groups maintained in your SAP. First you have to create the tax groups, then go to transaction JIBTAX (or you can go to. SPRO - Financial Accounting (New) - Financial Accounting Global Settings (New) - Tax on Sales/Purchases — Calculation - Settings for Tax Calculation in Brazil - Tax Rates -Define ‘Tax Groups for Dynamic Exceptions) hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! wn?0202/2028 12:17 (Croating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more, @ ustax| v« @ SAP Easy Access BEl\&Sli%ws\iv « > BBFavorites BB SAP Menu > Boffice > BBCross-Appiication Components > BLogistics > BB Accounting > Di Human Resources > BS information Systems > BTook > BB WebCient UI Framework Advertisements Then, select the Country BR Country ¥ |x) At JIBTAX, go to Menu: Tax Calculation - Maintain Tax Group hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! REPORT THIS AD2022028 12:17 (Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more, Mantan Tax Rates CtlKF2 9 Mgntan Tax Groups ShifteF2 Tax Ma, 1% Codes shifter Tax odes $0 CuleF4 7a0 Altemative Calc, Procedure ‘Overview, _T& Code Determination SD Descrigth 7% Law Determination sD Mantan{ Other Country Mantan IPI Values Mantan IPI Materia- Dependent Exceptions Maintan IPI Dynamic Exceptions Mantan IMS Values Mantan ICMS Materia-Dependent Exceptions Mantan IMS Oynamic Exceptions Maintan IOMS-Complement Excentions Maintain SubTib Values Mantan Sub Ti Material Dependent Exceptions Mantan SubTib Dynamic Exceptions Maintan ISS Vales Maintan PIS Vales Mantan COFINS Values Maintan withholding Tax Rates and Assign Official Colecto ‘Table Name JLIBTYOEF JLasnaPL LABTIR2 LABTAIPS JLasTxcL JLagace SLABTXIC3 LaBTXCIL JLastxst2 LABTXSTA JLABTXST3 LiBTxISS JLIBTPIS JLABTXCOF JLABTXWITH ll Before you select “New entries” let me explain what those fields on ]_IBTXGRUOP means: Advertisements ens Import your podcasts TEST teres} Teed hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! REPORT THIS AD an72022028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. e = -Beee annie on ‘Change ve “Oynante Determination of Tax-kebtad Mastar ata": Overt > wiicoe 09 8 8 In the Red Box — TAX GROUP - You can define groups in the range from 10 to 89. The numbers between 0 and 9 as well as between 90 and 99 are reserved for SAP. These groups should not be deleted. SAP delivers the groups 1, 5 and 97 to 99. When looking for a tax dynamic exception, SAP will start from the smallest Tax Group to the Higher and stop searching then the 1st combination is found. ‘Take this in consideration, building your groups from the most complex (smallest groups) to the less complex (higher groups) The table below explains the usage of the tax groups delivered by SAP: Tax Group Usage 1 MM: ICMS base reduction carrier SD: ICMS base reduction customer ISS rates (material-dependent) 5ICMS, IPI, S.T. material-dependent exceptions MM: ISS exceptions (dependent on ship-from, ship-to, material) 97 SD: IPI tax laws (based on NCM code) Advertisements REPORT THIS AD 98 IPI standard taxes (based on NCM code) SD: IPI tax laws (based on country) ICMS standard tax rates (based on ship-from and ship-to) ST. standard tax rates (based on ship-from, ship-to, S.T. group) 99 Default taxes (based on country) SD: IPI tax laws (based on tax code) In the Orange Box - TAX GROUP FIELDS 1, 2 and 3 - You can use between none and 3 possible keys combination to build the tax exception. The fields that are available are: hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! an7oajazre0zs 12:17 ‘creating Tax Groups for Taxes Exception ~ SAP Blog, SAP BRAZIL, SAP SI4HANA and more. ASNUM- Service Number MATNR- Material NBM- NCM Code MATKL- Material Class, Material Group MWSKZ- Tax Code LIFNR- Vendor KUNNR- Customer BRSCH- Industry Sector CITYC- City Code OIHMTXGP- Tax Group (Oil) OIHVGROUP- Customer Tax Group (Oil) OIHCGROUP- Vendor Tax Group (Oil) USAGE: Tax Calculation: Material Usage LOC_PR- Location of Service Provider LOC_SE- Location of Service Provision LOC_SR- Location of Service Customer BUKRS- Company Code WERKS- Plant MTUSE_MARC- Material Usage (Material Master Record) MTORG- Origin of Goods CNAE- CNAE Code CRTN- CRT Number ICMSTAXPAY- ICMS Tax Payer INDTYP- Industry Main Type TDT- Tax Declaration Type COMSIZE- Company Size DECREGPC- Declaration Regimen for PIS/COFINS LEGALN. egal Nature EXTWG- External Material Group, PRDHA- Product Hierarchy GPART_KK- Business Partner Number REPORT THIS AD In the Green Box - CALLING APPLICATION - The ones that are valid for using are: SD Sales and Distribution - it means that the exception will be valid only for the SD applications, like Sales Orders or Billing Documents for Example. MM Material Management — it means that the exception will be valid only to the MM applications, like Purchase Orders or Invoice verification. General - it means that, no matter if it is MM or SD, the exception for this group will be applied. In the Blue Box - TAX! ‘HECKBOX - Here you select what are the taxes that the tax group can be used for a tax exception The screen above is just one example. You have to figure out with your tax department what would be the best combination to the key fields. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! en720212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. To create anew iv hit “new ent @ » 2 tases cca» 58!/e Tax Manager's Wor “ston Meooing > Internal Codes ecossSeoverces > ASSO Contr To intemal Codes 7& Gm Bo Condition Types. > ‘Map Tax Rate Tables to Cond. Tables Overview of Tax Rate Tables Cat Procedres, , cescipton Ta Typet Paar : antan Default Tax Rate Valse sLasTeD * Advertisements Akismet If you like Al and hate spam, boy do we have a product for you. ment spam REPORT THIS AD When you maintain Brazilian tax tables, the system generates or changes condition records automatically. In this activity, you specify which condition tables are to be used for a specific tax table. In the case of dynamic exceptions, you additionally specify the condition table per tax group. The system then knows for which condition table (which must be contained in the access sequence) condition records are to be generated. The assignment of tax tables to condition tables is done with reference to a tax group for: dynamic exceptions for IPI, ICMS and Sub. Trib.; always for ISS, PIS, COFINS and withholding taxes. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! en720212028 12:17 (Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more, * SAP does not deliver standard Customizing of dynamic tax exceptions. If you create new tax groups, you must specify a new entry for each group you use. In SAP’s standard concept, the condition table is the same for all tax groups. However, in case you need to follow a different concept of Customizing access sequences you can specify different condition tables per tax group. We recommend staying with the standard concept of one tax group per table. ** You can find these entries in the overview page of the Tax Manager’s Workplace Table Name | Description pene rae [LIBTAKCODEY | Fi Tax Codes 003 L1BTREGX | Tax Regions 394 JLIBTXCII™* | Maintain ICR/S-Complement Exceptions 349 LLIBTXDEF** _ | Maintain Defauit Tax Rate Values 392 Jistxici™ | Maintain IcMs Values 382 LiBTxic2** | Maintain ICS Material-Dependent Exceptions 382 J_isnxiPi*? | Maintain IPI Values 346 J_18TxIP2"* | Maintain IPI Material- Dependent Exceptions 346 J_1BTxS0C $0_| Tax Codes 291 BTXIS1 | Tax eal IS rules for sales a1 1_28txst?* | Maintain subtrib Material-Depandent Exceptions 348 LLIBTXST2* 34a LaBTxcoF** | Maintain COFINS Values any * 346, Maintain ICMS Dynamic Exceptions any™ 382 1.387x1p3** | Maintain 1P| Dynamic Exceptions any * 246 A8TxISS | Grouped 15S ‘any™ 37 Lierxiss** | Maintain 188 Values any * con J_isTxPis** | Maintain PIS Values [any * 346 J_1gtxst3** | Maintain SubTrit Dynamic Exceptions any* 348 LISTXWITH | WHT Calculation: Rates and Collection Codes any* 346 (transaction JIBTAX). There you define tax rates for several kinds of taxes. Let's take a practical example on how to fill the J_1BVIEWMAP table: I created the tax groups and I did select 9 of these groups to be relevant for COFINS Values Dynamic Exceptions: Then, I created 9 entries to map the Tax Rate tables to the Condition tables, each one representing one tax group. You will notice that, the tables that has no tax group assigned, they will have one entry each table and they never change. itoseaporconv2014/1/2/croang tax groupefortaxes-oxcopton! ES e m720212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. Every time when a new tax group is created and if the COFINS checkbox is selected, a new entry has to be created as below: Map Tax Rate Tables to Condition Tables Table Name Tax Group J_ABTAXCODEV J_ABTREGK J_ABTXCIL |_IBTXCOF 25 |_IBTXCOF 35 |_IBTXCOF 40 |_IBTXCOF 49 |_1BTXCOF 50 |_IBTXCOF 60 |_IBTXCOF 85 |_IBTXCOF 86 |_IBTXCOF 89 J_ABTOEF J_ABTxICL J_ABTxIc2 J_ABTXIC3 20 J_ABTxICS 25 J_ABTXIC3 30 J_ABTxICS 35 J_ABTXICS 40 J_ABTXIC3 50 J_ABTXIC3 55 J_ABTXICS 37 J_ABTXICS 60 J_ABTXICS 80 J_ABTXICS 8s J_ABTXIPL J_ABTXIP2 ‘This idea is valid for all the following tables: J_ABTXCOF ~COFINS JLIBTXIC3 - ICMS JLIBTXIP3 - IPT J_IBTXISS - ISS J_IBTXPIS - PIS J_IBTXSTS - ST J_ABTXWITH - WHT hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! Cond, Table 003 394 349 346 346 346 346 346 346 346 346 346 392 382 382 382 382 382 382 382 382 382 382 382 382 382 346 346 anyo2jon202 12:17 Creating Tax Groups fo Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/AHANA and more. That means, if you have the check box activated to the taxex above, you will have to create one entry to each tax group in this table assigning the table name to the tax group and the correct condition table (349, 346, 382 and so on). Migrate Tax Groups in Access Sequences Now it is time to Migrate the Tax groups that you created into the access sequences. Using the method of Tax Calculating via condition based (CBT), every time a new tax group is created, it must be added in a certain access sequence, automatically by the system through the transaction JIBTAX. The same should occur whenever changes are performed in the tax groups, or even it is deleted. Go back to JIBTAX main screen and reach the menu: Condition Setup ~ Migration - Tax Groups in Access Sequences On the program selection screen, you enter the tax group that you want to include in the update. You can simulate the results of the program by setting the Simulate Only indicator. This is extremely important, since the program makes cross-client changes to your data. Additionally, you need to specify what type of conversion is to take place: a. Update access sequences — if you want to update existing steps in the access sequences b. Insert into the access sequences — if you want to include new steps in the access sequences after creating a new tax group c. Delete from access sequences - if you want to delete existing steps from the access sequences If you are creating all groups at once, it is easier select the range from 10 to 89 and you may want simulate first, just to make sure that there are no errors. 9 ~ <8 aeeis 55\es Transfer Customizing of Tax Groups to Access Sequences ae} “Tex Groups to be Converted Tax Goup of Dm. Exceptions 10 to 89 a EXsiuiate Only [conversion toads to cross-ctont changes Mode of Conversion © Update Accoss Soquences Insert into Access Sequences Dota fram Access Sequences If itis all green, that means can run without the “simulate” check box active and the tax groups will be added to the access sequences: You can use the report J_1B_EXT_ACC_SEQ to automatically update access sequences after you have created or changed tax groups for dynamic exceptions. You need to be authorized for cross-client Customizing if you want to modify the access sequences. It is important that you ensure that tax groups are not customized differently in different clients because with each conversion to access sequences, the previous Customizing settings will be overwritten. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! on720212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. The should looks a like this: Qo vi « eae 36 Display logs @ @ Sptechnical infomation [Help Overview Nu. BB simudation of update of access sequences from tax groups 197 tax grup 20 10 +B Access no, 20 will be changed in access sequence ERIE (applicaton Tx) | 1 + @ Access no, 20 willbe changed in access sequence ERIC (application Tx) | 1 ‘Access no. 20 wil be charged in access sequence ERLC (zppication TX) | 1 + Gi Access no, 20 wil be changed in access sequence ERI (application TX) 1 + B Access no, 20 wil be changed in access sequence ERIP (applcaton TX) | 1 1 1 1 1 + Bi Access no, 20 willbe changed in access sequence ERLP (apptcation TX) + Gi Access no. 20 will be chariged in access sequence ERST (apalcation TX) ‘Access no. 20 will be changed in access sequence ERID (anplcation TX) + i Access sequences updated from tax group 20 > tax geup 25 14 > B Tax group 30 8 > B tax grup 3 4 > B tax grup 40 6 > B tax rw 45 7 > B Tax crow 46 6 > tax grup 47 6 > BW Tax group 49 11 > tax grup 50 3 > B tax qeup 55 n > Braxgaps7 4 > B tax group 60 13 > B tax grup 80 a4 > B tax grup 95 2 > B Tax group 86 8 > Tax group 69 8 The result of the run above, is that all access sequences will be updated automatically, check for example below where the different tax groups were added to one specific access sequence: hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! son72022028 12:17 (Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. ccess sequence ERIE) raxi IOVG-Bass vere necessas No. Te esciption 1344 10M5 Base Reduction Carer ral) $382 Countryboc. Ty./shi-Fm/Sho-Tolkey 1/Mey 2fe 3/Tax [Hibs 202 countryocc. Ty Ste-Fomy/she-Toykay key 2fkey 2/T=x 25 282 Country/Ooc.Ty.Shw>-Frem/She-ToyKay key 2fkey 2/Tax G. 20282 Country/Doc. Ty.ShFom'Sho-TovKey key 2fKey 3/Tax 95 302 CouniryDvc. T./Shi-From/Sho-Tolker 1/Key 2Key 3/Tax 40302 CountryfOce.Ty./she-Fer\ship-Tolkey key 2Key 3/Tax 57382 CountryfOec.Ty./Shp-Fem/shp-Tolkoy ey 21 3/Tax 79302 Country/Oee.Ty./Shp-Fem/Shp-TofKay Key 2 3/T3K 80 382 CountryfDoc. Ty.ShioFom/Shio-Tofkey key 2fkey 3/Tax G. 85 362 CountryfDoc. TySh>-Fom/Sho-TovKey Likey 2/key 3/Tax 98 302 Country/Ooc. Ty /Shp-From/sho-Tokey+/key 2)koy 3/Tax 99 392 coumnry SARK SARSARE ES Migrate Tax Tables to Conditions Now you have to migrate the tax tables to conditions to create the condition records. Go back to JIBTAX main screen and reach the menu Condition Setup - Migration — Tax Tables to Conditions. This is the execution of the ae GRATE_TA’ Migration > Tax Tables to Conditions Shift+F5. Nota-iscal Mapping ©» Tax Groups in Access Sequences | Condition Mapping > » » > Access Sequences Condition Types Calc. Procedures Tax Types Table Name ffi sahioe VapTYnEE “ First you have to select the application: — TX (Material Management) ~V (Sales and Distribution) ‘Then you will have to select the the Convertion Options: — Overwrite existing condition records — Ask in case of existing condition records — Never overwrite existing condition records And then finally select the tables, one by one to run the migration. Note that, the tax groups that you selected as MM will be the only ones that you will be able to run to the application TX and the tax groups that you selected as SD, you will have hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! nTo2jon202 12:17 Creating Tax Groups fo Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/AHANA and more. to run to the application V. the ones that are general, or the tables that has no Tax Group, you will run for both (some exceptions apply). ovation of Fa Rates o Condon Records -Bepee, 4 a Hl 3 veoue The result will be something closer to the screenshot below: ‘Migation of Tax Rates to Condition Records ao seen vata tae eeeergys wh ew) a a a Condition records oftax rate table 1 1BTAXCODEY In the next post, I will explain how to create taxes exceptions with the taxes groups that you create... Copyright Notice: © Leandro da Pia Nascimento and SAPBR.COM (SAP BRAZIL) WordPress Blog, 2013 to 2015. Unauthorized use andlor duplication of this material without express and written permission from this blog’s author andlor owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Leandro da Pia Nascimento and ani SAPBR.COM with appropriate and specific direction to the original content. Sponsored Content Agao de petréleo dispara, Homem Tapa Falha de mas pode ser s6.0 comeco.t Cabelo Gragas a Esta oroinvestimentos.com.br | S_—_ Descoberta! Método Natural ponsored | Sponsored hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! Médico diz: Uma colherzinha ao acordar reduz a barriga em semanas! Jornal Feminino | Sponsored snr20212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. Urologista Diz: "Pare como Camera de vigilancia Wi-Fi Segredo nunca revelado Azulzinho e Faca Isto Pela ¢ sem fio com 40% de contra disfuncao! Basta usar Manha" Auge Masculino | $_ desconto Alarmes Verisure | _corretamente! Disfungdo Ma ponsored Sponsored sculina | Revista Homem | $ ponsored Brasil: diga adeus aos caros Campinas: O custo de uma _ Apenas 5% dos diabéticos painéis solares se vocé mora cremacao pode surpreendé-_ sabem que esse tratamento em Campinas Painéis Solare _ lo Servigos de cremacao | Li existe Portal do diabético | $ s | Links patrocinados | Spo _nks Patrocinados | Sponsore _ ponsored nsored d J.ABTXGRUOP © J_IBVIEWMAP ~ J_1B_EXT_ACC_SEQ © NFE © NOTAFISCAL ~ NOTAFISCAL © SAP BRAZIL“ SPED < TAX GROUP “(TAXBRA © TAXBRA TAXBR] SAP BRAZIL LOCALIZATION SPED NFE Published by leandropia View all posts by leandropia 6 thoughts on “Creating Tax Groups for Taxes Exception” Add Comment 1, Pingback: Using a Tax Group for Tax Dynamic Exception | SAP BRAZIL 2, Pingback: Configuring Tax Substitution (ICMS ST) | SAP BRAZIL 3. Naval Bhatt says: July 15, 2015 at 2:07 am Hi Leandro, Thanks for the great blog Do we have to follow the same procedure in case of REPNBL based on which the customer gets the exemption on IPI, PIS and COFINS. Is there anything that we have to do other than what is mentioned in your blog. Kind Regards, Naval Bhatt. Reply 1. leandropia says: July 15, 2015 at 11:45 am Naval, I didn’t have chance to go through all the details on the REPNBL, but if you need to do the IPI, PIS and COFINS exemption to the customer, you should be able to do that using the concept of Tax Groups (J_1BTXTAXGRUOP) and Tax Dynamic Exceptions (J(J_IBTXIPI, ]_IBTXCOFV and J_IBTXPISV). If you don’t want enter hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! san7o2jon202 12:17 Creating Tax Groups fo Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/AHANA and more. those exceptions customer by customer, you might be able to do that using other fields on TAXGRUOP if your customers are sorted for example based on industry type... Reply 4, Arun says: May 11, 2019 at 3:15 am Hi Leandro, Thanks for the detailed blog for Tax group based exceptions. Lunderstand after a tax group is created we need to assign it the condition tables, I assume that all condition tables (322, 346, 347, 348, 382) should be mapped with tax group and J_1BTXCOF. Example if I have created a 2 new tax groups 50 and 60 and have selected COFINS for both then the entries should be as below J_IBTXCOF — 50 ~ 322 JLIBTXCOF - 61 JLIBTXCO} LLIBTXCOF - 60 - 346 J_IBTXCOF — 50 - 347 J_IBTXCOF - 60 - 347 J_IBTXCOF - 50 - 348 JLIBTXCOF ~ 60 - 382 Since I don’t want to miss any condition records being created, I am adding all 5 condition tables with Tax group. Please correct me if my approach is correct. Thanks, Arun.S Reply 1. leandropia says: May 15, 2019 at 9:55 am Arun, the only entries you need are: J_IBTXCOF ~ 50-346 J_IBTXCOF ~ 60 - 346 For each Tax Group code you create and flag/tick the COFINS checkbox you will add an entry to table 346. Reply © 2023 SAP BLOG, SAP BRAZIL, SAP S/4HANA AND MORE... WEBSITE POWERED BY WORDPRESS.COM. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! san720212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! sen720212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! s6n720212028 12:17 ‘Creating Tax Groups for Taxes Exception - SAP Blog, SAP BRAZIL, SAP S/4HANA and more. hntps:ifsapbr.conv2014/11/22/eeatingtax-groups-ortaxes-oxception! amr