10 simple steps to move Tax Codes between SAP clients and systems

Dmitry Kaglik

March 24, 2014

SAP

3 Comments

SAP Expert recently wrote about the mechanism that allows moving configuration objects between clients in the SAP system and between the systems themselves.

This mechanism, the Transport System, is used for almost all the objects in SAP. However, there are some exceptions that require “special treatment”. They include Substitutions and Validations, Number ranges, and so on. Today we will talk about Tax Codes.

SAP Expert believes there are at present no SAP Finance-related blogs, sites, or other resources that have reference to the tax code transport procedure. It is now SAP Expert’s turn to write about it.

There are 10 simple steps that allow you to move tax codes between the clients and between the systems.

  1. Run transaction code FTXP, specify country and create or change necessary tax codes, including their rates. Save your changes. Leave the transaction. Please note: you should only change the tax rate in the tax code if it has never been posted in the Production system. Otherwise you may face inconsistency in the reports.
  2. Run FTXP again, specify the country, and then without getting into any tax code details (!) select menu Tax code – Transport – Export.
  3. Include the tax codes in question in the Transport Request and save.
  4. Move transport to the target client via SCC1 or transport system.
  5. Open the client. You may need to ask the Basis team to do so. They usually know about this exceptional procedure for tax codes, so will be happy to help.
  6. Run transaction FTXP in the target client, specify the country, and then without getting into any tax code details (!) select menu Tax code – Transport – Import.
  7. Select your Transport Request and country, run the importing process. This generates a batch input session that will be executed immediately.
  8. Run transaction SM35 and check that the batch input session finished without any error.
  9. Close the client. You may need to ask the Basis team to do so.
  10. Check tax codes and their rates. Yes, you need to do so after closing the client. This is to avoid the temptation of manual “adjustments” to the tax codes in the target client.

SAP Expert would like to add a small remark here. In addition to tax codes and their tax rates, you also need to ensure that assignment of GL accounts has also been imported in the target client. If for whatever reason GL account assignment has not been properly moved, go to transaction code OB40, select the relevant Posting Transaction (VST, MWS…), specify the Chart of Accounts and then choose a menu Posting Transaction – Transport – Entries in TR. You can move the GL account assignment between the clients and systems with the usual process. No “special treatment” is required for this change.

Related Posts

What is actually new in New FEBAN?

Dmitry Kaglik

October 1, 2018

SAP

No Comment

Share the knowledgeFacebookGoogle+TwitterLinkedinDiggemailSAP Expert has a very popular article already about the Bank Statement Process in SAP. That article is based on the “old” SAP transaction for post-processing of bank statements: FEBAN. In fact, FEBAN was already the second generation of such transaction, first of which was the single-screen FEBA. The difference between FEBA and […]

Read More

SAP Best Practice, Model Company, or story of A Dog and A Tail

Dmitry Kaglik

August 6, 2018

SAP

No Comment

Share the knowledgeFacebookGoogle+TwitterLinkedinDiggemailThere is no doubt that SAP accumulated a huge amount of experience in automation of business processes throughout the years. Some of these processes are easy to implement in SAP, others are not so. Many years ago, at least 20 or maybe more, SAP came up with an idea of “SAP Best Practice”, […]

Read More

3 Comments

Leave a Reply

Your email address will not be published. Required fields are marked *

Search this site

Subscribe!

You can subscribe to our regular updates here.

Polls

Will you be happy to pay for the 3rd edition of the book FREQUENTLY ASKED QUESTIONS ON SAP FINANCE?

View Results

Loading ... Loading ...
Disclaimer and privacy policy