Tax Automation
Automatic VAT determination on purchases of goods, services and transport. Recover credits from the last 5 years and mass-load/extract the J1BTAX table.
Tax Automation determines the VAT code automatically on purchases of goods, services and transport, under Brazilian legislation. Determination runs off-line, with no human analysis document by document — which is exactly where the errors that only surface at bookkeeping time come from.
With the right VAT code from the start of the purchasing process, detailed values (net price, gross price and taxes) are visible at entry and bookkeeping comes out correct with no later adjustment. The solution also simulates document history to derive tax values from VAT determination, which is what supports tax credit recovery going back 5 years.
Maintaining the tax matrix is the second gain: mass load and extraction of the J1BTAX table, with parallel processing and a single layout per table regardless of group or action (creation, modification, inactivation). That keeps compliance, access segregation and data auditing without maintaining J1BTAX row by row.
New fields — custom ones included — can take part in the rules, and documents coming from legacy systems get VAT determination through integration. Adherence reports show how much of the process the solution is actually covering.
What does automatic VAT determination solve?
It removes the case-by-case manual VAT code decision on purchases of goods, services and transport. With the right code at entry, bookkeeping comes out correct with no later adjustment.
Can credits from earlier periods be recovered?
Yes. The solution simulates document history to derive tax values from VAT determination, supporting tax credit recovery retroactive to 5 years.
How does the J1BTAX load work?
Mass load and extraction with parallel processing of the tables and a single layout per table, regardless of the group or the desired action — creation, modification or inactivation.
Are documents from external systems covered?
Yes. Integration with legacy systems ensures VAT code determination for documents originating outside SAP.