SAP ABAP IMG Activity OHAUSTAX345 (Display/change taxability model)
Hierarchy
☛ SAP_HRCUS (Software Component) Sub component SAP_HRCUS of SAP_HR
   ⤷ PY-US (Application Component) USA
     ⤷ P10C (Package) HR customizing: USA
IMG Activity
ID OHAUSTAX345 Display/change taxability model  
Transaction Code S_AHR_61016433   (empty) 
Created on 19990317    
Customizing Attributes PAY_US_1_1   Payroll USA, mandatory, critical 
Customizing Activity PUU2   Taxability model 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name OHAUSTAX345    

In this step, you can review the SAP-delivered taxability models to determine if they meet your company's needs, and customize them if necessary.

The SAP-delivered models are always available for reference. If you choose to change the models delivered by SAP, your changes are saved in a separate table. This ensures that your customized models are not overwritten when SAP delivers new taxability models.

Example

Requirements

You must have defined your processing class 71 specifications in the Payroll USA IMG step:

  • Basic Settings -> Environment for Maintaining Wage Types -> Processing Classes and Evaluation Classes -> Maintain processing classes and their values.

You must have assigned these processing class 71 specifications to your wage types in the Payroll USA IMG step:

  • Tax -> Tax-Related Wage Types -> Maintain tax-related processing classes.

Standard settings

As delivered by SAP, the taxability models are fully configured for all federal, state and most local tax jurisdictions.

Recommendation

We recommend that you review the models to ensure that SAP's interpretation of federal and state tax regulations match your company's interpretations.

General navigation

You can navigate between the display and change views by choosing SAP Models or All Models, depending on the screen you are in.

If you have customized the models in the past, the Custom indicator will appear checked for those models on the Taxability Model Key List screen.

Display the taxability model to ensure it meets your company's requirements:

  1. On the Taxability Model Key List screen, select the combination of tax authority, residence/work/unemployment tax and tax modifier you want to review, and choose Details.

    The Taxability Model Tax Type Details dialog box appears.

    If there is additional information available for a tax type, the More indicator will appear checked.

  2. Choose the arrow to the right of the tax type to display the taxability of the tax classes under the tax type.

    The Taxability Model Tax Class Details dialog box appears. Here you review the taxability of each tax class for that combination of tax type and authority.

Activities

Customize the model, or review changes you have made to the model.

  1. On the Taxability Model Key List screen, choose Custom Data.

    The Change View: Taxability Model Key List screen appears. Here you have the following change options:

    • Copy one model to another. This is especially useful if you are creating a new model that is very similar to an existing model. You can copy the model and then adapt it accordingly.

      Note: When you copy a model from one authority to another, only those tax types that are valid for both the original authority and the target authority are copied. The system will not insert any tax types into the copy that do not exist in the model from which you are copying.
    • Add a new model. If you choose this option, you will have to define all of the tax types and relevant tax class taxability manually.
    • Delete a model. You can only delete custom models (those where the Custom indicator is checked).
    • Choose Details and customize the tax classes of that model to fit your needs.
  2. Save your changes.
  3. Once you have made all of the changes you need to make and are ready to use the model productively, save the changes and choose Generate Tax Model.
  4. Define a date from which the model should be effective on the Effective Date dialog box that appears, and choose Continue.

Note: If you have assigned any new tax types to a tax authority, you will have to create a new entry for this tax type/authority combination and assign an employer identification number to it.

This can be done in the Payroll USA IMG step:

  • Tax -> Tax Data Maintenance -> Employer Identification Number -> Define federal/state/local employer ID number.

Further notes

When you generate the taxability models, the old models are delimited and stored so they can be used if retrocalculations occur. Due to number of entries that must be stored each time the taxability models are generated, we recommend only regenerating the models when absolutely necessary.

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency I   Valid for countries specified 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
PUU2 T - Individual transaction object PUU2 10 Update taxability model 
History
Last changed by/on SAP  19990317 
SAP Release Created in