Tax rate not picking properly

[former_member981229]

Dear All,

I am unable to determine the correct tax rate in the sales order.

We deal with sale of houses marked as Units in Material Master.

Suppose the customer had purchased a house in the year 2012, At that time the ST charged on Certain components was 12.36% & 4%

& VAT charged was 4%. It was coming properly.

So if the customer wanted to sell the house now ,that is he has search a customer to whom he wants to sell then we create a Resale Sales Order with the exact amount (Agreement Value) that was given to him while purchasing in 2012.

and while creating the sales order for the new customer we were picking the Pricing date field from the Old sales order and mentioning here in the new

sales order for the new customer. And the price of the Unit was the same as it was during 2012 along with the Tax Rates.

The company took some reassignment charges as 100/- per sft and the Resale process was happening between the Old and the New Customer.

The excess money on the house was transacted between Old owner and the new owner, and the organisation was not interfering in that regards.

For us the value of the house was the same as when sold in 2012.

But now the problem arised after the Tax rates changed from 01.06.2015. The ST was changed from 12.36% to 14%. and ST of 4% to 5.6%.

Now when we create a new resale process sales order for the new customer and place the pricing date as 2012 it is picking all the price components correctly but the tax rate to be picked as 12.36% is getting changed to 14% and 5.6%.

How to fix this issue.

Thanks.

Chinmoy

[Former Member]

Hi Chinmoya,

As you have mentioned that the tax condition type is ZTS1 which is  a Z condition type, can you also check the "Pricing date" control for your condition type in transaction V/06? Is that based on "Service rendered date", "Pricing date", "Billing date" or some other date? Based on the date criteria set there, please maintain your condition records and also check the actual value for such date in your sales document.

Best Regards,

Sujith

[former_member981229]

Hi Sujith,

The condition type has pricing date as "Standard (KOMK-PRSDT; tax and rebate KOMK-FBUDA)"

It is fetching the current tax rates in the new Resale order which is created manually taking the pricing date of the Old Sales order created in 2012.

Guidance Required

Thanks.

Chinmoy

[Former Member]

Hi Chinmoya,

As you said that the Service rendered date shows current date for condition type ZTS1 and assuming that you have not set the Service rendered date to current date manually, is there any code or exit where you have programmed the logic for service rendered date to be taken as current date?

Or may be, try changing the service rendered date manually to the desired date under "Billing Document" of the sales order item and then check your taxes in the "Conditions" tab. Redetermine taxes if necessary. I know that this might not be a feasible thing to do with each sales order but then you will get to see if the desired rates can be achieved using this approach.

Best Regards,

Sujith

[kabil_g]

Hi chinmoya,

For a particular customer  you create a condition records with 12.36 % .. In FTXP Transaction  they might maintained TAX% as 14 % .. For time being unfreeze tat and change TAX % as 12.36 %. for a particular customer

[former_member184771]

Dear Chinmoya,

change the pricing date in sales document header as 2012 (the tax rate applicable in 2012), apart from that you are entering other condition manually. Creation date of sales order will be the current date.

try this this will help out your problem.

But ideally, for this kind to scenario you need to map the transfer of rental unit process.

Thanks.

SS

[former_member981229]

Dear SS,

No we are creating the Sales order manually,

Entering the new customer as Sold to Party and then entering the pricing date as given in the old

sales order eg:12.01.2012, and entering the unit details as in the old sales order.

Once we give all these details the new sales order is created and the price is also coming correctly but only the new taxes are getting displayed. how to solve this.

Thanks.

Chinmoy

[former_member184771]

Dear Chinmoy,

If you are using pricing date as  12.01.2012, then tax condition should be picked for the validity only.

Have to maintain tax condition for 12.01.2012 in VK11, Please check for validity for the condition record.

Thanks.

SS

[former_member981229]

Hi SS,

Yes the Tax rates & Tax condition types are the same and have the proper validity period.

Example : ZST1 has a service tax rate of 12.36% with validity period of 01.01.2011 to 31.05.2015 and tax code as Z1 and the same condition type ZST1 has 14% validity 01.06.2015 to 31.12.9999 and tax code Z9.

How to solve the issue now.

Thanks.

Chinmoy

[kabil_g]

Hi Chinmoya,

Change the ZST1 has 12.36% validity 01.06.2015 to 31.12.9999  and tax code Z9.

and save it . After creating sales order  . Keep back to normal as 14 %.

Regards,

Kabil

[former_member184771]

Dear Chinmoye,

Please Go to Analysis of pricing and check, if possible please share the screen shorts also.

Thanks.

SS

[former_member981229]

Hi Kabil,

I know this will work out but they want a permanent fix for this problem.

Would you give this type of solution to your client.

Thanks.

Chinmoy

[former_member981229]

Dear SS,

When i go to the analysis screen of condition tab, i am able to find that for the specific ZST1 condition type, it is showing the service rendered date as current date.

where as the pricing condition types are showing pricing date and fetching the data correctly.

But in V/06 of ZST1 and ZUCC the pricing field is left blank i.e "Standard (KOMK-PRSDT; tax and rebate KOMK-FBUDA)"

Guidance required.

Thanks.

Chinmoy

[kabil_g]

Hi Chinmoya,

Then u need to try with USEREXIT or BADI to achieve your requirement ..............check Possibilities with ABAP Team...

Kabil

[former_member184771]

can you please share the screen shorts for the same?

It will help us to analyze better.

Thanks.

SS

[tao_sun2]

Hi Chinmoy,

You may also consider using pricing type 'D' in copy control for old sales order and resale order(t-code: VTAA).

Note 24832 is helpful.

Best Regards,

Tao

[former_member981229]

Dear Tao,

We are creating the Resale process manually in VA01.

We are entering the pricing date manually and it helps to copy the price elements such as construction cost/land cost/car park cost as per 2012 rates but the tax rates are changing for the current date.

Thanks.

Chinmoy

[moazzam_ali]

Hi

You need to create new order with reference to old order and use Pricing type D. For additional charges add some manual condition type and add those charges manually.

If you will enter pricing date manually and it is current date then system will always determine current taxes.

Thank$

[tao_sun2]

Hi Chinmoy,

I think I understand your scenario.

In this case, you need to maintain pricing type as 'D' in copy control(t-code: VTAA) between resale order and old sales order.

This setting will copy pricing elements unchanged into resale order.

Furthermore, tax condition is determined by service render date, but not pricing date.

Best Regards,

Tao

[former_member981229]

Hi,

I am not entering the pricing date as the current date. It is the date when the 1st customer has purchased the flat. i.e 2012 only but as per the new tax changes that was done on 1st june 2015 it is taking new tax rates with the old pricing date.

And we are creating the resale order manually not with reference to the old sales order.

As there are milestones attached to it. So we are replicating the old sales order with the new order and entering the Old pricing date in the new sales order.

Previous to 1st June it was working fine.

Help required.

Thanks.

Chinmoy

[former_member981229]

Hi Tao,

In Copy control it is maintained as D, but we are not creating the Resale Order in reference to the Old Sales Order. We are creating it manually a fresh sales order but entering all the details in the new SO as per the Old Sales Order except the Customer.

All the price components along with the taxes used to come correctly in the new sales order created in 2012 date, but now after the service tax rise it is calculating the new service tax rates.

Guidance Required.

Thanks.

Chinmoy

[tao_sun2]

Hi Chinamoy,

In this case, you can change 'service rendered date' to 2012 date in "billing document" tab of item level.

Best Regards,

Tao

[Former Member]

Hi Chinmoya,

Change the service render date to 2012 so that system will pick tax rate of that time.

Regards

Arun

[former_member981229]

Dear Arun,

How to change the service render date to 2012.

In conditions tab of the line item it is displaying the current date in service rendered date.

Thanks.

Chinmoy

[Former Member]

Hi Chinmoya,

Service Render Date you can change in Two ways.

1. In Sales Order line item Billing tab page you can maintain service render date.

2. If you are not maintain service render date in sales order then during creation of invoice in initial screen Service render date you can provide.

Regards

Arun