ONESOURCE INTEGRATION

SAP Enterprise Central Component (ECC)

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AGENDA
• Why ONESOURCE
− Why Automate
• ONESOURCE Integration for SAP
– Supported Versions and Installation
– Tax Configuration and Master Data
– Item tax codes
• US - Sales order to Billing Demonstration
• US - Purchase Order to Logistics Invoice Verification Demonstration
• ONESOURCE for SAP Goods Movement
• VAT – Sales Order to Billing & Reporting Demonstration
• VAT – Purchase Order to Logistics Invoice Verification & Reporting
Demonstration
• Summary
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THOMSON REUTERS

ONESOURCE
$12.6 Billion 55,000
Annual Revenue Thomson Reuters Employees
Stock symbol - TRI

100+ 97%
Countries of Operation Customer Retention

10,000+ 150,000+
ONESOURCE Clients ONESOURCE Users

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
WHY THOMSON REUTERS AND ONESOURCE
• Thomson Reuters is the world’s leading source of intelligent
information for businesses and professionals

• Thomson Reuters ONESOURCE is a suite of global tax software

including indirect tax, direct tax, property tax, transfer pricing,
and global trade

• Our cloud solution is hosted in our own secure, redundant, data

centers with annual ISO 27001 & SSAE16 audits

• We have more global deployments than any other solution on the

market
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ONESOURCE SAMPLE CUSTOMERS
Powered by proven enterprise technology & tax research
Enterprise

Cloud

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
MANUAL SALES & USE TAX COST
The High Cost of Manual Transaction Tax

For every $1 million in transactions:

– Approximately $60K is wasted in transaction tax costs.
Six Sigma states that this may be understated.
Source: Independent survey by Tallman Insights and fielded by Mindwave Research

• Cost of manual tax processes • IT effort to customize

• Errors in sales & use tax • Custom IT reports & queries
calculation • Time, effort, and cost for research
• Customer satisfaction
• Audit penalties with interest
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ONESOURCE – SOLUTION FOR SALES, USE,
& VALUE-ADDED TAXES
End-to-End Solution – Tax calculation through to signature-ready returns

FLEXIBLE COMPLETE RETURNS &

INTEGRATION OPTIONS ONLY PATENTED HIGH
PERFORMANCE RESPOND TO AUDITS;
FOR MULTIPLE DETERMINATION ENGINE FASTER & MORE
SYSTEMS ACCURATELY
SAP ECC Global Tax Calculation 600 Signature Ready Returns

SAP CRM Over 15,000 Global

40 canned tax Reports
Jurisdictions
SAP hybris Exemption Certificates Electronic Filing

Other ERPs Taxability Categories Ad-hoc Reporting

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
TRUSTED TAX RESEARCH
• 100% sourced internally
– CPAs, Tax Lawyers, and Former Auditors with industry experience
– SSAE 16 Type II & ISAE 3402 annually certified compliant tax research
process
• Same tax research used by:
– CheckPoint, Global Trade Management, Big 4 Consulting firms and more.
• 15,000+ taxing authorities
• Continuous updates

170+ ~140
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WHY ONESOURCE INDIRECT TAX
FOR SAP?
1. SIMPLIFY:
ONESOURCE includes our own in house tax research covering over 15,000
jurisdictions globally eliminating the need to research tax laws, maintain tax rates
in SAP tax codes, setup SAP condition tables, or manually select tax codes.

2. UNPARALLELED:
Unique features: see tax authority names in the tax results, better freight
handling, extra data for tax determination with simple field mapping, seamless
global support for native SAP reports and more.

3. COMPREHENSIVE:
The ONESOURCE Solution and integration to SAP ECC covers all of your
global tax transactions: Sales and Distribution, Financials, Materials
Management, and a Goods Movement add-on.

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
ONESOURCE Indirect Tax for SAP

WHY AUTOMATE

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
AUTOMATION FEATURES
Item SAP ONESOURCE

Framework for tax calculation √ √

Rule Functionality for Tax & Business Logic √* √
ISAE 3402 & SSAE16 certified compliant global indirect
tax rates, rules, and logic (delivered tax content) √
On-going automated tax content updates √
Tax automation for multiple systems (not just SAP) √
Tax Department self-service business rules configuration √
VAT Reporting √ √
Statutory Reporting and VAT Returns for over 45 countries √

* Requires SAP programmers

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TAXReuters. "Thomson Reuters“,
& ACCOUNTING
ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
USING THE ERP IS NOT FREE
Labor or consulting costs associated with leveraging an ERP’s native tax
functionality are often overlooked

Estimated cost to implement indirect tax using SAP:

Average number of hours to implement a single country = 400 hours
– Includes all effort: tax research, ERP configuration, UAT testing, refactoring, etc.

Average number of hours to maintain a country = 100hrs/year

Average FTE Rate = $300hr
Average first year setup cost = $120,000 (per country)
Average annual maintenance cost = $30,000 (per country)

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ONESOURCE INTEGRATION
SAP ECC INSTALLATION AND CONFIGURATION

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
INTEGRATION OVERVIEW

Real-time Tax Calculation

Supported Processes:
1. Sales Distribution (SD)
2. Financials (FI)
• 15,000+ Global tax • Sales, use & VAT
3. Materials Management (MM) authorities calculation

4. Goods Movements (add-on) • Product/Service Taxability • Tax centric canned reports

categories for all global transactions
5. Customer Relationship
• Exemption certificates • Signature-ready returns for
Management (CRM) the US & Canada
6. Reconciliation Reporting

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
SAP VERSIONS SUPPORTED

SAP

ECC 6.0 (EHP 5 or higher)

CRM 7.0

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ONESOURCE INTEGRATION INSTALLATION
With support from Thomson Reuters’ Consulting, integration
installation is comprised of the following steps:
1. Download the integration software from our client web site
2. Import ONESOURCE Transport Objects
3. Tax call enablement – include statements
4. Setup communication in SAP SOA Manager
5. Configure FI, SD & MM for ONESOURCE
• Access sequences, condition types, tax codes, account assignment keys,
and pricing procedures
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ONESOURCE SAP USER MENU
After installation,
ONESOURCE provides
an SAP user menu

SAP user menu for:

– Setups
– Default mappings
– Field sourcing
– Field mapping
– Log configuration
– Log search and reporting

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MASTER DATA CONFIGURATION
• Assign Tax Indicator in Material Master
• Maintain default tax code values
• Optional: Maintain commodity code
• Assign tax indicator in Customer Master
• Condition type maintenance based on Material & Customer tax
indicators

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CUSTOMER ADDRESS

ONESOURCE uses the entire

customer address for GIS
based tax determination

ONESOURCE provides
address cleansing services as
part of implementation

No need for Jurisdiction

Codes*

*Jurisdiction codes will be enabled when using SAP CRM

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CUSTOMER TAXABILITY

Customer number used by

ONESOURCE to match
exemption certificates

Tax classification set to “1” to

enabling a tax call to
ONESOURCE

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MATERIAL TAXABILITY
Your Material Groups mapped
in ONESOURCE to
product/service taxability
categories

Tax classification set to “1” to

enabling a tax call to
ONESOURCE

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SIMPLIFIED DATA FIELD MAPPING
Reduce user-exit coding by 90%
Field mapping done within SAP
• Simple excel-like edits • Support for regular expressions
• 80 customizable tax engine fields • Compliments the already mapped 322 data
fields

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
LOGGING CONTROL
• Control what is logged by:
• User
• Transaction code
• Company code
• Application Server
• Any combination of all the above

• Set log to: Debug, Error, or None

• Log visible in SAP
• Configure on the fly – no need to restart

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US - SALES ORDER TO BILLING
DEMONSTRATION

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ONESOURCE INTEGRATION PROCESS
1. Setup standard pricing and tax conditions to call
ONESOURCE integration for SAP
2. During SD, FI, and MM those conditions initiate a call to
ONESOURCE
3. ONESOURCE integration gathers data and calls
Determination engine
4. Tax results returned as pricing and tax conditions

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US - SALES ORDER – ORDER ENTRY
Enter your standard
sales order detail:
• Order Type
• Sales Org
• Distribution
Channel
• Division

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SALES ORDER – ORDER ENTRY
Enter your standard sales
order detail:
• Sold-To and Ship-To
• Material
• Quantity

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SALES ORDER – ORDER ENTRY
Integration leverages
standard SAP pricing
condition approach.

To see tax summary click

on:
• Goto
• Header
• Conditions

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SALES ORDER – ORDER SUMMARY TAX DETAILS
Tax summary for the
entire order.

Pricing conditions:
• ZITD – collects order
detail for tax call

• ZITE – calls
ONESOURCE

• ZITR – stores tax

results returned from
ONESOURCE

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SALES ORDER – ITEM TAX DETAILS
Tax detail can be seen per
item.

To see item tax detail

click on:
• Goto
• Item
• Conditions

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SALES ORDER – ITEM TAX DETAILS – ITEM 1
Item 1: Standard tangible
personal property (TPP)

Item Tax Detail:

• Tax Authority Name
• Tax Rate
• Tax Amount

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SALES ORDER – ITEM TAX DETAILS – ITEM 2
Item 2: Software for
download. Exempt in
CA.

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SALES ORDER – COMPLETE ORDER
Order is saved.

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
BILLING – CREATE BILLING DOCUMENT
Sales Orders are available
to process and create
billing documents.

A billing document will

be created from Sales
order 6443

To create a billing
document click save.

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BILLING – BILLING DOCUMENT CREATED
ONESOURCE is called
once again during Billing
document creation.

Billing document ready to

view

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BILLING – VIEW BILLING DOCUMENT
Display the Billing
Document to see the
accounting of tax

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BILLING – VIEW BILLING DOCUMENT
Billing Document with
line level tax summary.

To view accounting
documents, click on
“Accounting”

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BILLING – VIEW BILLING DOCUMENT
Double-click on
Accounting document.

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BILLING – VIEW BILLING DOCUMENT
Tax accounting details
with tax account and
amount.

Tax accounts configured

during setup and existing
accounts can be used.

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DIFFERENT ITEM ADDRESSES – HEADER
RESULTS
Header results for lines
with different ship-to
addresses.

All unique tax authority

names displayed in header
summary

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DIFFERENT LINE ADDRESSES – ITEM RESULTS
Item 1 tax results with
ship-to of California

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DIFFERENT LINE ADDRESSES – ITEM RESULTS
Item 2 tax results with
ship-to of Texas

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BETTER FREIGHT HANDLING
Freight charge tax broken
out separately with the “F:”
prefix.

Freight taxability
automatically handled by
ONESOURCE

Item 1 tax results with

freight and a ship-to of
California

In this case freight is exempt

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BETTER FREIGHT HANDLING
Item 2 tax results with
freight and a ship-to of
Texas

In this case, freight is

taxable

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SAP - US TRANSACTION REPORTING
US Tax Reporting
accessible in our SAP
user menu

ONESOURCE also
includes 40+ canned
reports

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SAP – RUNNING THE REPORT
Specify reporting
parameters

Run the report

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SAP – REPORT DISPLAY
Tax results by document

You can select a line and

click on “Details” to see
more information

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SAP – REPORT DETAIL
Transaction and sales tax
detail visible in SAP

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US - PURCHASE ORDER TO
LOGISTICS INVOICE
VERIFICATION
DEMONSTRATION

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TAX ESTIMATES ON PURCHASE ORDERS
Purpose for a tax estimate on Purchase Orders:
1. Tax estimate used for budgeting purposes
• Better manage my budget when I know approximately how much tax
adds to the cost
2. Tax estimate for vendor’s benefit
• Communicate what you expect to be charge for tax

However, this is just a tax estimate

• ONESOURCE is called again during AP invoice entry
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US - PURCHASE ORDER ENTRY
Enter your standard
Purchase Order header
information:
• Vendor
• Purch. Org.
• Purch. Group
• Company Code

Enter your item detail:

• Material or
Material Group
• Quantity
• Plant

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PURCHASE ORDER ENTRY
For our example we use
Account Assignment
Category of Cost Center

The ship-to address for

this order will be based
on the Cost Center

We support ship-to
address by:
• Cost Center
• Plant
• Company Code
• Delivery Address
• WBS Element /
Network
(responsible Cost Center)
• Internal Order
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PURCHASE ORDER – VIEW SUMMARY TAX
Summary Tax viewable
at header

Standard PO conditions
used to call
ONESOURCE

Conditions:
• ZITD – collects order
detail for tax call

• ZITE – calls
ONESOURCE

• ZITR – stores tax results

returned from
ONESOURCE

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PURCHASE ORDER – ITEM TAX DETAIL
Tax detail visible at the
item level

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PURCHASE ORDER - SAVE
Purchase order saved.

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LOGISTICS INVOICE VERIFICATION – ENTER
INVOICE
We receive the vendor’s
invoice. Goods receipt
was already completed.

Enter vendor’s invoice

data:
• Invoice date
• Amount
• Tax Amount
• Purchase Order #

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LOGISTICS INVOICE VERIFICATION – ENTER
INVOICE
Invoice in balance.

Reminder: The system

doesn’t match PO tax to
invoice tax. PO tax is
purely an estimate.
Another tax call is made
during invoice entry.

Click “Simulate” to view

invoice accounting

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LOGISTICS INVOICE VERIFICATION – ENTER
INVOICE
SAP Calls
ONESOURCE and
validates vendor tax

The vendor charged the

correct tax

Accounting entries
created

So, what if the vendor

didn’t charge tax?

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LOGISTICS INVOICE VERIFICATION – NO TAX
The Vendor didn’t charge
any tax

Simply set the tax code

to U1 to accrue tax

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LOGISTICS INVOICE VERIFICATION – TAX
ACCRUAL
SAP calls ONESOURCE
and accrues tax

What if the vendor

charged the wrong tax?

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LOGISTICS INVOICE VERIFICATION – INCORRECT
TAX
Vendor charges too much
tax

Vendor charges $100 in

tax

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LOGISTICS INVOICE VERIFICATION – INCORRECT
TAX
System warns the user
that the tax is incorrect

Displays the correct tax

amount

This can be configured

as a hard or soft error

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LOGISTICS INVOICE VERIFICATION – INCORRECT
TAX
The invoice can be
parked for tax review

-Or-

Post invoice to pay

vendor and have the tax
team follow up

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LOGISTICS INVOICE VERIFICATION – INCORRECT
TAX
Invoice posted

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SAP – US TRANSACTION REPORTING – USE TAX
US reports include
reporting on use tax
collected

You can select a line and

click on “Details” to see
more information

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SAP – REPORT DETAIL
Transaction and use tax
detail visible in SAP

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GOODS MOVEMENT
DEMONSTRATION

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WHY ONESOURCE FOR GOODS MOVEMENT
Many customers will have items in inventory
that they consume and need to accrue use tax.
Examples:
• Inventory withdrawn and provided as samples
• Inventory withdrawn and given away as a gift
• Inventory withdrawn to be used internally
• Items purchased on a Direct Pay Permit and tracked as
inventory. Item’s withdrawn from inventory need use tax

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ONESOURCE FOR GOODS MOVEMENT
• Add-on to the ONESOURCE integration for SAP
• Simple SAP transport
• Scheduled as a batch process
• Based on your configuration it identifies taxable inventory
movements
• Automatically calls ONESOURCE for tax accrual detail
• Uses standard SAP to create the corresponding tax accrual
accounting doc

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GOODS ISSUE
Throughout the month
your company issues
goods

Enter:
• Movement Type
• Plant
• Storage Location

Example shown:
201 – Consumption for cost
center from warehouse

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GOODS ISSUE
Enter:
• Cost Center
• Material
• Quantity

Save Goods Issue

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GOODS ISSUE
Goods have been issued

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ONESOURCE FOR GOODS MOVEMENT
Scheduled to run as a
batch

Can be ran manually

from the user menu

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ONESOURCE FOR GOODS MOVEMENT
Specify your filter
criteria under the Data
Selection section

Specify posting
parameters

Can be ran without

accruing tax to validate
selection criteria

Click execute

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
ONESOURCE identified
transactions to be taxed

Click on “Tax Details” in

the “Taxes” column to
preview tax results for
that record

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
ONESOURCE
determined tax results
based on Cost Center
location

Click back

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
Ready to post the
transaction(s)

Check the “Post Tax

Transactions?” box

Click execute

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
Tax accrual

Click on tax
accrual doc

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
Tax journal entries
written and recorded in
the tax accrual doc

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
Example: The “Tax
Details” button shows
tax for all documents

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ONESOURCE FOR GOODS MOVEMENT - RESULTS
Example: “Tax Details”
button with multiple
document results

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VAT – SALES ORDER TO BILLING
DEMONSTRATION

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ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies.
VAT CONSIDERATIONS
• All of SAP’s native VAT functionality leverages tax codes
• ONESOURCE removes the need to maintain tax codes, rates, condition tables,
access sequences, etc.
• Tax codes and account keys configured once
– Represent unique VAT transaction types
(e.g. domestic supply, export, intra-community supply, etc.)

• Driver tax code configured and is only used to initiate the tax call to
ONESOURCE
• ONESOURCE returns the correct tax code, account key, rate, and tax amount
– Leverage your existing SAP tax codes or leverage our template
• No need for new tax codes when rates change – ONESOURCE is always up to
date
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VAT PROCESS FOR TAX CODES
Sales Invoice Tax Acct Det. (T030K) G/L Posting
Tax Code:A1
O1
Acct Key: MWS Chart of Accts: INT1 G/L Account: 17500
Tax Code:A1 Tax Code: A1
Acct Key:MWS Acct Key: MWS
G/L Account: 17500

Tax Code (FTXP)

Tax Code: A1 Tax Reports
Driver Tax Code: O1

Results Tax Code:

(i.e. RFUMSV00)
A
A1-MWS

Desc: St Rated UK VAT

Tax Type: Tax Rate: 20%
Tax Code: A1
TrasType: MWS

Tax Rate:Tax Decision with

Tax Treatment and
Classification

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VAT – SALES ORDER ENTRY
Enter your standard
sales order detail:
• Order Type
• Sales Org
• Distribution
Channel
• Division

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VAT – SALES ORDER ENTRY
Enter your standard
sales order detail:
• Sold-To and Ship-To
• Material
• Quantity

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VAT – SALES ORDER ENTRY
Navigate to header
conditions to see VAT
calculated

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VAT – SALES ORDER TAX RESULTS
ONESOURCE
calculated VAT

Double-click on the
ZITD condition to see
the driver tax code

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VAT – SALES ORDER DRIVER TAX CODE
The O1 tax code is used
to call ONESOURCE

Return and click on the

item condition results to
see the results

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VAT – SALES ORDER ITEM DETAIL
Click on the item
conditions to view tax
detail

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VAT – SALES ORDER ITEM TAX DETAIL
1st Item conditions

Standard VAT of 20%

applies

Click on the ZITR

condition to also see the
tax code

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VAT – SALES ORDER ITEM TAX CODE RESULT
Tax code and account
key

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VAT – SALES ORDER ITEM TAX DETAIL
2nd Item conditions

Reduced VAT rate of 5%

applies

Click on the ZITR

condition to also see the
tax code

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VAT – SALES ORDER ITEM TAX CODE RESULT
Different tax code and
account key

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VAT – SALES ORDER SAVE
Sales order saved

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VAT – BILLING DOCUMENT CREATION
A billing document will
be created from the
Sales Order 7592

Click save to create a

billing document

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VAT – BILLING DOCUMENT CREATION
ONESOURCE is called
once again during
Billing document
creation.

Billing document ready

to view

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VAT – BILLING DOCUMENT CREATION
Display the billing
document to see VAT
accounting

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VAT – BILLING DOCUMENT CREATION
Billing Document with
line level tax summary.

To view accounting
documents, click on
“Accounting”

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VAT – BILLING DOCUMENT CREATION
Click on the accounting
document to view it

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VAT – BILLING DOCUMENT CREATION
Tax accounting details
with tax code, tax
account, and amount.

Because tax codes are

used, native SAP VAT
reports will work and
display the results

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NATIVE SAP REPORT
DEMONSTRATION

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VAT – ADVANCE RETURN FOR TAX ON
SALES/PURCHASES
Transaction F.12
(RFUMSV00) report
provides VAT
transaction detail

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VAT – ADVANCE RETURN FOR TAX ON
SALES/PURCHASES
Report provides VAT
transaction detail

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VAT – SAME TAX CODE DIFFERENT RATE
Example of a fictitious
GB rate change for
domestic supply

The report displays and

correctly groups by tax
code and rate

ONESOURCE removes
the need to change tax
codes when rates change

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VAT - PURCHASE ORDER TO
LOGISTICS INVOICE
VERIFICATION
DEMONSTRATION

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TAX ESTIMATES ON PURCHASE ORDERS
Purpose for a tax estimate on Purchase Orders:
1. Tax estimate used for budgeting purposes
• Better manage my budget when I know approximately how much tax
adds to the cost
2. Tax estimate for vendor’s benefit
• Communicate what you expect to be charge for tax

However, this is just a tax estimate

• ONESOURCE is called again during AP invoice entry
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VAT - PURCHASE ORDER ENTRY
Enter your standard
Purchase Order header
information:
• Vendor
• Purch. Org.
• Purch. Group
• Company Code

Enter your item detail:

• Material or
Material Group
• Quantity
• Plant

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VAT - PURCHASE ORDER ENTRY
For our example we use
Account Assignment
Category of Cost Center

The ship-to address for

this order will be based
on the Cost Center

We support ship-to address

by:
• Cost Center
• Plant
• Company Code
• Delivery Address
• WBS Element /
Network
(responsible Cost Center)
• Internal Order

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PURCHASE ORDER – VIEW SUMMARY TAX
Summary Tax viewable
at header

Standard PO conditions
used to call
ONESOURCE

Conditions:
• ZITD – collects order
detail for tax call

• ZITE – calls
ONESOURCE

• ZITR – stores tax results

returned from
ONESOURCE

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PURCHASE ORDER – DRIVER TAX CODE
Displaying ZITD
condition record shows
trigger tax code of I1

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PURCHASE ORDER – ITEM TAX DETAIL
Item conditions show the
tax detail including rate

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PURCHASE ORDER – RESULTS TAX CODE
Displaying ZITR
condition record shows
the resulting V1 tax code
and VST account key

No manual tax code

selection required

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PURCHASE ORDER - SAVE
Purchase order saved.

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LOGISTICS INVOICE VERIFICATION – ENTER
INVOICE
We receive the vendor’s
invoice. Goods receipt
was already completed.

Enter vendor’s invoice

data:
• Invoice date
• Amount
• Tax Amount
• Purchase Order #

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LOGISTICS INVOICE VERIFICATION – ENTER
INVOICE
Invoice in balance.

No need for a tax code to

be selected

Click “Simulate” to view

invoice accounting

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LOGISTICS INVOICE VERIFICATION – ENTER
INVOICE
VAT calculated and the
correct Tax code applied

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LOGISTICS INVOICE VERIFICATION – SAVE
INVOICE
Invoice saved including
input VAT

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LOGISTICS INVOICE VERIFICATION – VAT
OVERRIDE
Override tax codes can be configured for those cases when automation isn’t possible

Typically only a select few have access to override tax codes

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LOGISTICS INVOICE VERIFICATION – VAT
OVERRIDE
Override tax code drives the tax determination.

Determination returns the UK reduced rate and the invoice is in balance

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VAT – NATIVE SAP VAT REPORTS
Input VAT is also
included in SAP reports

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SUMMARY:
ACCURATE & COMPLETE - ONESOURCE INTEGRATION FOR SAP ECC

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WHY ONESOURCE INDIRECT TAX
FOR SAP ECC?
• More global: Next generation integration built for the globe
– Support: Native SAP VAT reports work, Cash Accounting, Cash Discounts, SAP
Plants Abroad

• More accurate: Entire address sent from SAP

• More detail: Tax authority names visible in SAP, Freight
broken out, and fees appropriately displayed
• More flexible: Simple data mapping tool and 80 customizable
fields
• More reliable: Point-to-point integration with no middleware

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ONESOURCE WITH SAP ECC
ONESOURCE for SAP ECC is an end-to-end cloud based solution that automates
your sales, use, and value-added tax processes in real-time. Global complexity
simplified. The global leader in tax integrated with SAP ECC.
Learn How our Clients:
-Gain confidence their tax transactions are accurate
-Lower compliance costs
-Complete returns faster with greater accuracy
-Increase the productivity of their tax, finance, and IT departments
Contact Us Today:
(888) 885-0206
[email protected]
http://onesourceindirecttax.com
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ONESOURCE Indirect Tax Integration for SAP

SUPPLEMENTARY SLIDES

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SUPPLEMENTARY SLIDES
1. Plants Abroad Support

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ONESOURCE Indirect Tax Integration for SAP

PLANTS ABROAD SUPPORT

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SAP PLANTS ABROAD
SAP Plants Abroad:
• Assign plants from different countries to one
company code
• Correctly assigns VAT registration numbers
during sales and purchasing transactions
• Correctly handles stock transfers
– One billing document showing dispatch and acquisition

• Built on SAP tax codes

Traditional tax engine integrations based on Jurisdiction codes will not work
with SAP Plants Abroad without significant SAP modification
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ONESOURCE SUPPORT FOR PLANTS ABROAD
The ONESOURCE Integration for SAP supports Plants Abroad
• Interface enables tax calculations on Plants Abroad stock
transport orders
• Supports other WIA based billings
• Achieved via configurations in the WIA pricing procedure
• Supports SAP native VAT reports
• Removes the need for SAP modifications

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PLANTS ABROAD – STOCK TRANSPORT ORDER
• Stock Transport Order (STO) between a Portugal plant 2100 and Spain plant 2300
• Both belong to company code 2100

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PLANTS ABROAD – STOCK ORDER COMPLETED
Other standard SAP processes that occur to complete the STO
• Foreign trade data entered
• Delivery and picking completed
• Pick quantity entered
• Post Goods Issue

Ready to create an SAP billing document

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PLANTS ABROAD – CREATE BILLING DOCUMENT
Select Plans Abroad billing type

Enter delivery document

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PLANTS ABROAD – CREATE BILLING DOCUMENT
Validate Foreign Trade Item data: Export procedure, BusTransactType, etc.

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PLANTS ABROAD – CREATE BILLING DOCUMENT
Validate Foreign Trade Header data ensuring Handling filled out

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PLANTS ABROAD – VIEW TAX RESULTS
Tax results showing both sides of the transport; dispatch and acquisition

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PLANTS ABROAD – VIEW TAX RESULTS
Billing document saved and now able to view accounting document

Click on Taxes to see tax detail

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PLANTS ABROAD – VIEW TAX RESULTS
Tax results for PT dispatch and ES acquisition

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