The Multi-Channel Tax and Revenue Management ES bundle allows agencies to provide taxpayers with the ability to file their taxes and obtain other tax-related information online. This ES bundle service-enables SAP Tax and Revenue Management. In conjunction with this ES bundle, SAP is releasing Taxpayer Online Services, a composite application that consumes the enterprise services offered in this bundle.
The enterprise services for this ES bundle were based on the requirements collected from participants in the Tax and Revenue Management for the Public Sector Industry Enterprise Services Community Definition Group (ESDG). The resulting services are designed to provide smoother interaction with tax authorities and their online tax services.
The Multi-Channel Tax and Revenue Management ES bundle leverages enterprise SOA by providing communication with SAP Tax and Revenue Management through enterprise services.
Tax authorities of any size that have deployed SAP Tax and Revenue Management and want to offer their taxpayers services through an online portal will find the enterprise services in this ES bundle of great value.
How To Use This ES Bundle
More tax agencies are providing publicly accessible Web pages that offer information on topics such as changes in tax regulations and public reporting, as well as supplying tax forms. As tax authorities increase the service offerings they provide to taxpayers, they need a generic, flexible and easily adaptable solution. This ES bundle enables such agencies to quickly build a composite application that meets their requirements. Additionally, with Enhancement Package 4, SAP is offering a Taxpayer Online Services composite that consume the services in this ES bundle. In many cases, using this composite and adapting it as needed is preferable to developing one from scratch since Taxpayer Online Services has been designed to handle complex issues such as secure communications and authentication.
This ES bundle currently provides the following functionality for taxpayers and their advisors:
- It enables them to find out what taxes they need to file or what payments need to be made (use case 1---task overview)
- It enables them to file returns or amendments to those returns as well as to review their filing history
- It allows them to pay their taxes, request refunds, and review their payment history
- It enables taxpayers to manage their personal information, payment information, and to designate tax advisors to handle filing various types of taxes
The following series of use cases for the Multi-Channel Tax and Revenue Management ES bundle show how different outcomes can be achieved by using the enterprise services in different combinations. While these examples illustrate a few of the ways that this ES bundle could be used, the intention is to show the flexibility and reusability of these business objects and enterprise service operations so that you will have a clearer understanding of how to best deploy them in your own environment. This wiki is also a space for you to share knowledge and collaborate with others who are implementing the Multi-Channel Tax and Revenue Management ES bundle.
Use Case 1: Getting an Overview
What taxes must I file? What payments need to be made? These are questions every taxpayer (or tax representative) has. To provide an overview, the composite application can invoke three enterprise services:
- Find Tax Obligation by Business Partner
- Find Tax Obligation Tax Type by Business Partner
- Find Tax Assessment Notice by Business Partner
In the Taxpayer Online Services composite that consumes the services from this ES bundle, the Tax Overview tab invokes these services to provide a summary list of what taxes need to be filed and what payments are due.
Note that these services provide a view of what is due (or overdue) at the point in time the services are invoked. It does not provide a view of upcoming obligations.
Use Case 2: Online Filing
Many types of taxes are submitted by filing a form, including income taxes. This use case handles online filing of such form-based taxes.
The taxpayer logs on to the portal of the tax authority and selects online filing. He selects the tax type and period, which invokes the Find Tax Form Template by Elements enterprise service, which uses the Tax Form Template business object.
The portal then displays the appropriate tax form and the taxpayer or designated tax advisor enters the relevant information in the form. The user can complete all the information in one session or can save the draft for later and fill in part of the information and come back.
The user can check the numbers that have been entered and ask the system to calculate taxes by invoking the Check Tax Submission Creation enterprise service operation, which uses the Tax Submission business object. This validates the data according to whatever business rules have been established in SAP Tax and Revenue Management as well as performing typical input validation checks. If any data needs to be modified, the composite informs the user of the need to make changes. The composite redisplays the tax return, including the tax liability that was calculated. If the user changes data on the form, it will be validated again by invoking Check Tax Submission Creationagain. If the user submits the tax return as final, the composite application invokes Create Tax Submission to submit the return to the government agency.
Use Case 3: Paying Taxes
Paying tax obligations in whole or in part is critical functionality, especially for the taxing authority.
A user can pay their taxes in full reusing a service from the Electronic Bill Presentment and Payment ES bundle: Create Payment Directive. If the user wishes to pay on account instead (as is the case with partial payments, withholding taxes, or estimated taxes), the composite application would invoke the Contract Account Down Payment Request enterprise service.
When the user requests a refund, the Create Payment Directive service is also invoked, but this time with a negative amount in order to create a credit for the taxpayer's account.
To present the user with a payment history, the composite can invoke the Find Contract Account Split Item Group by Elements enterprise service operation.
Use Case 4: Managing Taxpayer Information
Taxpayers can manage all their own information using services from this ES bundle. Types of information that can be maintained include name, address, payment information, and tax objects, such as houses or businesses.
Taxpayers can also designate tax advisors who can file on their behalf. Taxpayers can have more than one tax advisor, but tax advisors can only see their own information, not that of other designated tax advisors. If a user designates Jane to file his income tax and Jeff to file his business taxes, Jeff will not be able to see that Jane also works with this client.
To display personal information, the composite invokes a series of enterprise services. When the user signs in, the composite first invokes Find Business Partner by Elements. This provides the composite application with the business partner's ID, which is then used as input to the following "read" services, which are used to display information that is currently on file:
- Read Business Partner
- Read Business Partner Identification
- Read Business Partner Bank Details
To find out whether the user has designated a tax advisor, the composite also invokes Read Business Partner Relationship. This returns the tax advisor's ID and additional details can be retrieved for that person based on that ID.
Now the user can update or add any needed information, changing payment card details, bank account information, or address data as needed. Users can also designate additional tax advisors or remove tax advisors.
If the user updates bank details or address information, the composite first invokes a "check" service to validate the information before changing it:
- Check Business Partner Bank Details
Services that can be invoked to change personal details and relationships include:
- Update Business Partner
- Change Business Partner Relationship
If a user needs to designate a tax advisor who is not yet in the backend system, he or she enters the information. The composite then invokes Check Business Partner to ensure that all the needed data has been entered, followed by Create Business Partner.
Entering Tax Objects
Tax objects are anything that is taxable, such as a house, a business, a car, or a yacht.
To enter a new tax object or to change a tax object, the user can view the tax objects assigned to him or her. To find that out, the composite invokes Find Tax Object by Business Partner. Users can then add new tax objects or change information about tax objects as needed, which invokes services like Check Tax Object (to verify that all data was entered properly), Create Tax Object, and Update Tax Object.
Displaying Assigned Tax Types
Business owners and other taxpayers want to find out what types of taxes they must pay. To find out what taxes they are liable for, the user logs on to the online portal of the tax authority and selects an option to display the types of taxes the organization must pay. The composite application invokes Find Tax Obligation Levy Type by Business Partner, which uses the Tax Obligation business object. This service returns the assigned revenue types, which are then displayed for the user, along with the filing deadlines for each tax. The portal could provide options to print this information or email it, for example, so that the user can refer to it later.
This service is also used to create the overview of due items and past due items. In this case, however, it shows all taxes regardless of when they are due. This is a good way to find out about upcoming taxes.
Enhancements are planned for registration, enhanced filing, taxpayer communication, and licensing.
- SAP NetWeaver Process Integration (formerly XI)
- SAP ERP 6.0
- SAP Enhancement Package 4 for SAP ERP 6.0
- SAP Tax and Revenue Management
- Taxpayer Online Services composite application (recommended)