tax account determination in SD and FI module

[Former Member]

Hi,

for tax conditions, we create condition records in VK11 and mention the percenatge and the tax code. In SD pricing procedure, the tax condition type is included and determined (on the basis of from and to steps) and the account key mentioned against the same. So it simply means that account determination for tax happens in sd pricing procedure.

But we aslo do an additional step of maintaing the tax percenatage in FTXP for the relevant tax code and the relevant GL account also can be seen in FTXP

My question is why there is a need to define tax rates in FTXP and the GL account when the tax condition type is already determined and account key already assigned and GL account determined through account determination in sales order based on VK11 ?

regds

[Former Member]

Hai

Sales Revenues,Freight Revenues and so on will be collected from the VKOA by maintaining the correct sequence with proper GL assignment, but where as when comes under the tax scenario you have to maintian the condition type with access sequence ,and MWS account key in thepricing procedure tothe tax condition type ,according to the tax condition type u have to create the tax code in FTXP, and then maintian the same through VK11 with proper tax code ,then the system will pick the tax GL from OB40.

I hope it will work according to your requirement.

Best regards,

Kalyan

[Lakshmipathi]

why there is a need to define tax rates in FTXP and the GL account

As you would be aware, any posting made in SAP, you need to have a G/L Account. From SD point of view, system will consider what value to flow in sale order / billing depending upon the combination for which you maintain the tax code. But you should also dedide to which G/L Account that value to be passed. FTXP determines based on the combination of origin country and tax code, to which G/L Account, the value to pass.

thanks

G. Lakshmipathi

[reazuddin_md]

Tax account det'n in SD & FI stored in same table. means,

that G/L account assigned in OB40 & FTXP will be stored in Table:T030K. if you maintain in FTXP, same will be replicated in OB40 also, You cant maintain 2 G/L's against a tax code with account key.

If you maintain the tax rate in FTXP while creating Tax code, when creating SD tax condition records, once you enter the tax code , rate will be copied from the FTXP, though you can change in VK11 manually.

[former_member550050]

Hi

  for tax conditions, we create condition records in VK11 and mention the percenatge 
and the tax code. 
In SD pricing procedure, the tax condition type is included and determined 
(on the basis of from and to steps) 
and the account key mentioned against the same. 
*_So it simply means that account determination for tax happens in sd pricing procedure_* 

The underlined conclusion from you is wrong

If you are in TAXINN procedure the TAX rates are picked from condition records from SD side maintained in VK11

But GL account is taken from what is maintained against your tax code in FTXP not from VKOA

But we aslo do an additional step of maintaing the tax percenatage in FTXP 
for the relevant tax code and the relevant GL account also can be seen in FTXP

Suppose for a tax conditon type in VK11 if the rate is maintained as 4% and tax code is A0 and in FTXP against the same tax code A0if you maintain the rate as 5 % that 5 % will be erased by the system when you save it

This you can see when you go into the tax code once again

You will see your 5% is not there So Rate is picked from SD side

But GL account is taken from FTXP not from VKOA

My question is why there is a need to define tax rates in FTXP and the GL account 
when the tax condition type is already determined and account key already 
assigned and GL account determined through account determination in sales order
 based on VK11 ?

No need to maintain tax rates in FTXP only GL account needs to be maintained

But in TAXINJ both these are taken from FTXP

Regards

Raja

[Former Member]

Hi Raja,

thanks for the reply.

so you are saying that for TAXINN, there is no need to maintain the tax rates in FTXP. only GL account is determined from FTXP.

but how GL account is determined in FTXP ?

suppose the tax condition type is ZOUT in SD and the account key for ZOUT is MWS. how is GL determined from FTXP ?? what is the link ? Is ZOUT defined in tax procedure too ?

regds

[reazuddin_md]

As you know, Tax codes can be used by both SD & FI modules. There are scenarios, invoice & credit memo directly issued from FI module ( assume, client doesnt implement SD Module) , in such case,, they manually select tax code in FB70, then the G/L account will fetch from the FTXP against tax code maintained .

where as if you use tax codes from SD point of view, if condition category of the cond type is tax , then G/L account will be triggered from Tcode:OB40 against your account key.

As i said in my above post, G/L accounts maintained in OB40 & FTXP is the same & stores in same table:T030K.

Eg:

V1- 3% tax rate & G/L: XXXXXX in FTXP

even in OB40 against this tax code, same G/L account will appear.

in SD, tax G/L account determined from OB40 settings,