SAP Business ByDesign Financials

EXERCISE 1: REVIEW A VAT RETURN

In this exercises you will review a VAT Return and check the grouping of the tax entries based on legal
requirements.

Business scenario:
You want to review the reported VAT Return.

Exercise goals:
In this exercise you will learn how to:
- Review a VAT Return

Task 1: Review a VAT Return

1. Log into the SAP Business ByDesign system. Use following credentials:
a. User ID: financial01
b. Password: Welcome1
2. Navigate to the “Tax Management” work center and select “VAT Returns” below Tax Returns
3. Select a line and click “View”
4. On the General Tab review the Data
5. Navigate to tab “Tax Return” and click on a box where a Tax Base Amount/Tax Amount is
available
6. Review the Entries

EXERCISE 2: CREATE A VAT RETURN RUN

In this exercises you will learn how to create a VAT Return Run and to release the created VAT Return in
status “in preparation”.

Please note: as there are many participants on the same system it might be that all open VAT / Tax items
are already reported and your VAT Return Run will not create a VAT Return.

Business scenario:
You want to create a VAT Return run to report the open VAT / Tax items and release the automatically
created VAT Return.

Exercise goals:
In this exercise you will learn how to:
- create a VAT Return run
- review the created VAT Return and release it

Task 1: Create a VAT Return Run

1. Log into the SAP Business ByDesign system. Use following credentials:
a. User ID: financial01
b. Password: Welcome1

2. Navigate to the “Tax Management” work center and select “VAT Return Runs” below Periodic
Tasks
3. Click on “New” and “Tax Return Run”
4. Enter a Run Description
5. Select “UST_VORANMELDUNG” for “Tax Return Arrangement ID”
6. Enter the From/To Date
7. Click “Set to Active”
8. Click “Schedule”, start the run immediately and close the screen
9. Close the screen of the VAT Return

Copyright/Trademark
Task 2: Review the Application Log of the VAT Return Run
1. Navigate to the “Tax Management” work center and select “VAT Return Runs” below Periodic
Tasks
2. Select the Tax Return Run
3. In the Details view of the Tax Return Run you see the log details
4. Click on “Application Log ID”
5. Navigate to the “Results” tab
6. Review the results information
7. Close the screen

Task 3: Review the created VAT Return – if available

Please note: as there are many participants on the same system it might be that all open VAT / Tax items
are already reported and your VAT Return Run will not create a new VAT Return.

1. Navigate to the “Tax Management” work center and select “VAT Returns” below Tax Returns
2. Select the created VAT Return and click “View”
3. On the General Tab review the Data
4. Navigate to tab “Tax Return” and click on a box where a Tax Base Amount/Tax Amount is
available
5. Review the Entries

Copyright/Trademark