In this section you can find implementation cookbooks, guidelines and best practices for Tax and Revenue Management.
BRFplus in Tax and Revenue Management
SAP Tax and Revenue Management has integrated BRFplus as the rules engine since EhP5. Using standard TRM BRFplus actions, most business processes could be supported. After having seen a few implementation projects with BRFplus, leveraging the tool in a more organized way dramatically increases the productivity as well as readability during maintenance. This document provides not only an overview how BRFplus global functions could be designed to support all tax forms in a project in a more reusable way, but also some detailed case study to build reusable components within the business rules configuration. However, the document will not focus on the explanation of each individual TRM BRFplus action.
- BRFplus in Tax and Revenue Management (Attached to this page)
Advanced Billing and Invoicing Processes in TRM
Billing and Invoicing generate the final result of a successful tax assessment. Due to the complexity in business, re-assessment add more dynamics in all areas along the way, e.g. delta posting, interest calculation, reset of the clearing, reversal and write-off of existing documents. This document starts from the most basic billing features from the standard and provides an option how to enrich it and support more complex business scenarios.
- Advanced Billing and Invoicing Processes in TRM (Attached to this page)
How to create your own Form-Based Process In Tax and Revenue Management, you can create your own form-based processes if the processes delivered by SAP do not meet your requirements.
If you want to set up a completely new process, this can only be done by an experienced developer. Customer processes have to be defined in the customer namespace.
- How to create your own Form-Based Process (Attached to this page)
How to reuse BRFplus Functions similar to R/3 Function Modules using BRF+ Expression Type “Function Call”
During the building process of BRF+ Rules you might realized that there are rules that will need to be used by more than one process or tax type and you will like to reuse them. This cookbook describes how this can be done and also gives you some examples about it.
- How to reuse BRFplus Functions similar to R/3 Function Modules using BRF+ Expression Type Function Call (Attached to this page)
Tax Return Cross Check
With Enhancement Package 5 Tax and Revenue Management uses BRFplus rules engine to perform all calculations and validations on tax forms. Rules on tax returns have to be very flexible. Cross checks between returns are not uncommon. With SAP Tax and Revenue Management and BRFplus rules engine, it is very easy to configure the rules so that different use cases around cross-checks can be realized. The following abstract discusses a number of potential use cases and how they can be realized within SAP Tax and Revenue Management
- Tax Return Cross Check (Attached to this page)
Usages of Tax Obligation for Taxpayer Registration Creation
Tax obligation is the key information of a taxpayer in a tax system. Due to varieties in actual business, a tax obligation needs to be flexible enough to reflect the unambiguous agreement between taxpayer and tax office. The first registration establishes the tax obligation attached to the master data, by which the taxpayer is able to file tax returns / refund requests to the tax office. Afterwards, the tax obligation can be updated through change requests to support requirements from cancellation, extension or re-registration. The time-dependency should be considered during rules validation so that incorrect filings can be filtered out for further manual intervention.
- Usages of Tax Obligation for Taxpayer Registration Creation (Attached to this page)
How to Pre-fill Tax Form Fields using Wedynpro Tax Forms, Events for WD Application for Form Processing, Processing Activities and BRFplus
During the manual creation of a Tax Return, Tax Registration or any other Form Tax process created using Webdynpro technology, the Tax officer might require to pre-fill certain tax form fields automatically. This cookbook describes all the necessary steps to pre-fill form fields by using a combination of BRFplus rules and Processing Activities in TRM.
- How to Pre-fill WebdynproTax Forms (Attached to this page)
How to Use Adobe Table Processing in Tax and Revenue Management
Tax and Revenue Management (TRM) supports the use of interactive Adobe form in order to lodge tax registration and return data. BRF Plus is being used to calculate and validate form data. This document describes the use of tables in the Adobe Forms and the correspondent linkage in BRF+.
- How to Use Adobe Table Processing in Tax and Revenue Management (Attached to this page)
Calculating Property Tax with BRFplus
With Enhancement Package 5 Tax and Revenue Management has integrated BRF+ into form based returns and registration processing. Property Tax (using RE-FX Land Use Management) is still only integrated with BRF. This cookbook describes all the necessary steps to use BRFplus for
Property Tax Calculation instead of using BRF.
- Calculating Property Tax with BRFplus (Attached to this page)
- XML BRFplus template application used in cook book "Calculating Property Tax with BRFplus (File TRM_PT_TEMPLATE_BRFPLUS)" (Attached to this page)
BRFplus - Performance and Sizing
How to Upload Table Forms using transaction EMIGALL
With Enhancement Package 5 Tax and Revenue Management includes new functionality (e.g. Table Forms) to supports all kind of tax types that require tracking of information based on multiple line items e.g. to be declared by an employer. This cookbook describes all the necessary steps to upload tax return header data, form data and table form data using the Migration Workbench (transaction EMIGALL)
- How to Upload Table Forms using transaction EMIGALL (Attached to this page)
BRFplus Application templates for Sales and Use Taxes, Registration, Value Added Taxes and Refunds
These 4 templates can be uploaded into your BRFplus Workbench and can be used as a reference to build your own BRFplus Applications. These templates are XML files located in the Service Marketplace:
- BRFplus Templates for SUT, VAT, REGISTRATION and REFUND (Attached to this page)
Increasing Collections and Maximizing Taxpayer Compliance
- SAP Tax and Revenue Management for Public Sector - Increasing Collections and Maximizing Taxpayer Compliance