Creating and Editing Tax Code Mappings

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Glossary

In the Mapping of tax codes workspace in Lucanet VAT (Value Added Tax), you specify the field position of the VAT declaration to which VAT transfers the values of a tax code. Based on the mapping, VAT automatically enters the imported declaration values in the fields of the declaration form.

You maintain the mapping per company code. Create the relevant tax codes beforehand. Each combination of tax code and tax code form must be mapped to a field position. Map tax codes that are not relevant for reporting in the chosen reporting country to the field position 0.

Depending on the country settings, additional fields are available for the mapping, for example the Mapping condition and the Sign handling. For more information, see the section Additional Mapping Fields in VAT.

The Mapping of tax codes workspace can be found under VAT | Master data | Mapping of tax codes and is displayed as follows, for example:

Shows the 'Mapping of tax codes' workspace in VAT for the company '2050 - Ausländischer Sitz' and the company code '2051' with the 'Search' field, the 'Add' button, the three-dot icon, and the columns 'Tax code', 'Tax code form', 'Tax rate', 'Field ID', 'Archived', 'Import type', and 'Indications', for example with the tax code 'R5' of the tax code form 'ESA', which is mapped to the field position '84' with the import type 'Base' and to the field position '85' with the import type 'Full tax'. — 'Mapping of tax codes' workspace

To create a mapping in VAT, proceed as follows:

In the breadcrumb navigation, choose the period, the company, and the company code for which you want to create the mapping.

In the Mapping of tax codes workspace, click Add. The page for creating a mapping is displayed:

Shows the page for creating a mapping in VAT with the 'Save' button and the mandatory fields 'Tax code' with the value 'A1 (MWS)' and 'Field ID' with the value '0'. — Page for creating a mapping

In the Tax code field, choose the tax code that you want to map. All tax codes that you have created for the company in this period are available for selection, see Creating and Editing Tax Codes in Lucanet VAT. Since a tax code can exist with different tax code forms, VAT displays the tax code form after the tax code, for example A1 (MWS).

In the Field ID field, choose the field position of the declaration form to which VAT transfers the values of the tax code. Choose the field position 0 if the tax code is not relevant for reporting in the chosen reporting country.

If required, fill in the additional mapping fields, provided that VAT displays these fields. For a description of the fields, see the section Additional Mapping Fields in VAT.

Click Save.

To edit an existing mapping, click the mapping in the Mapping of tax codes workspace. Adjust the fields and click Save.

Depending on the reporting country and the country settings, VAT displays additional fields when you create and edit a mapping. VAT then also displays the related columns in the table of the Mapping of tax codes workspace.

Field	Description
Mapping condition	Specifies the condition under which VAT transfers an imported value to the chosen field position. If the condition is not met, VAT does not transfer the value via this mapping. The following values are available: - Map without condition: VAT transfers every value of the tax code to the field position, regardless of the sign. - Only, if import-value positive: VAT only transfers the value if the imported value is positive. - Only, if import-value negative: VAT only transfers the value if the imported value is negative, for example for credit notes. With two mappings with opposite conditions, you transfer positive and negative values of the same tax code to different field positions.
Sign handling	Specifies whether VAT adjusts the sign of the value when transferring the value to the field position. The following values are available: - Without sign handling: VAT transfers the value unchanged. - Always positive (only import): VAT always transfers the imported value as a positive value. - Always negative (only import): VAT always transfers the imported value as a negative value. - Invert sign: VAT inverts the sign of the value. The sign handling applies independently of the fact that VAT inverts the sign of the values of output tax codes when importing the SAP reports RFUMSV00 and RFUMSV10.
Import type	Specifies which of the values of a tax code from the RFUMSV00 VAT transfers to the field position: Base, Full tax, Deductible tax, or Non deductible tax. For most field positions, VAT restricts the available import types based on the field type; only on gross fields can you map all import types.

The Mapping condition and Sign handling fields are displayed by default for many reporting countries, but are hidden by default for Germany. To display the fields, use the following country settings:

Show mapping condition and sign handling for month periods

: Displays the fields for preliminary return periods.

Show mapping condition and sign handling for year periods

: Displays the fields for annual return periods.

You display the Import type field in the country settings via the Decide the import type for the mapping option.

In addition to the general functions, the following functions are available via the three-dot menu (⋮) in the top right corner of the Mapping of tax codes workspace in VAT:

Function	Description
Show archived	Displays only the archived mappings in the table. To return to the active mappings, select Show active.
Validate mappings	Checks the mappings of the current company for completeness and errors. VAT displays the result in the Indications column.
Validate mappings (all units)	Checks the mappings of all companies for completeness and errors.
Export error messages	Exports a report with the errors that VAT found during the validation. The function is only available after you have performed a validation.