BSI TUBS (Please very urgent)

[Former Member]

Hi SAP Experts

our client in North America applies BSI Tubs every quarter,generally they get TUBS (Tax upadated bulletins) from BSI website by loggin in it and these TUBS are given to the tax specialist of our clientside to review the TUBS to check whether they are applicable to our client,she reviews it and gives feedback to the implementation company to apply them( i mean which ever TUBS are applicable to our client),once applied by the technical team ,as a payroll production support and knowledge transfer consultant ,i have to sit with the tax specialist and test these TUBS to check whether they are working properly or not ,but i never did TUBS testing before ,please can any body help me in detail or give me some documentation ,please its very urgent .

eagerly waiting for your reply

regards

Sangitha reddy

[ted_dinh]

Sangitha:

First of, all BSI tubs are to be applied sequentially (meaning you can't pick and choose which tub is applicable to your company).

What you would need to do is to log on to BSI web site to get detail changes for each tub (i.e. which tax autorities have change on what dates). Based on that, you would find if there're employees in the company that may be affected by this change (e.g. if there's a rate change for state authority of 'TX' effective on 09/01/07, then you will need to see if there're ee residing in state of TX). Running payroll for these ee in simulation, and check if the taxes that should be affected by these tubs are calculated correctly or not.

Rgds.

[Former Member]

Hi Din

Thank you so much for your reply and advise ,please i kindly request <b>you to tell me the procedure to test the TUBS in details,what i need to do</b> ,of course i will award you points for your first reply ,I would be grateful to you for your suggestion and advise .

regards

Sangitha

[ted_dinh]

Sangitha:

Take tub 56 (BSI 80) for example. If you look at the regular bulletin for this tub, there's a change in rate for state IN / county Benton for withholding tax type '01' effective 10/01/07 (resident tax rate increase from 1.29% to 2.29%).

First, look in the system if you have employee residing in IN/Benton county in resident tax infotype. Then, run payroll for this employee on the period where the above tax rate is changed (e.g. 10/01 through 10/5) in simulation. Look at either tax result or RT to check if /401 wt (at county level) is calculated at 2.29% rate or not.

Rgds.

[Former Member]

Hi Ted

Points have been awarded .Thanks for your time and patience ,now i got an idea on how to go for BSI Testing now .i have few more questions ,please try to answer them .

1) Yesterday i came to know that our client has last updated his TUBS in april 2007 from then he hasn't updated any TUBS ,in your answer you have said ,"All BSI tubs are to be applied sequentially",now we are in the month of november ,so during testing do i need start TUBS testing from May 2007 till november right(or the latest TUB) ??

2) one more thing is we are on BSI TAX FACTORY 7.0 now ,but now BSI advises all its clients to go for TAX FACTORY 8.0 by 12/31/2007 ,as there will be no support for version 7.0 from 12/31/2007(even you can find the same advise in OSS from SAP ),so our technical team wants to go for TAXFACTORY 8.0 by november end ,so if we start testing all TUBS of version 7.0 till now, by november end our BSI is on Taxfactory 8.0 ,so again we have to test all the TUBS related to version 8.0 right by December end right for year end payroll processing? Its a double work right !!! ,is it ok ,if we stop testing BSI TUBS of version 7.0 now and wait till end of november till they go for Tax factory 8.0 and test only TUBS related to version 8.0 ,please advise me which is more efficient ,correct me if i am wrong .

regards

sangitha

[ted_dinh]

Sangitha:

On question 1, you only need to test new tubs that are just applied in your system.

On question 2, when you upgrade to BSI 80, you would need to be at certain level of tub (BSI would provide you with a data file to upload (e.g. 50'ish which is equivalent to what ever tub level in BSI 70) ). You need to see what BSI 70 tub level you already are at, then test the new tubs accordingly ...

Rgds.

[Former Member]

Hi Ted

we have not yet started BSI TUBS Testing ,as at the moment we are doing some User acceptance testing as our client has loaded some new HRSP's.

Normally how much time does it take for this BSI TUBS testing(i mean time frame whether it takes days or months as our client hasnt applied TUBS since april ) ,i heard that it should be done ASAP as this is fourth quarter which is most important for year ending payroll processing ,but i joined this project in november 1st week ,can you give me some guidance regarding this .

regards

sangitha

[ted_dinh]

It really depends on how many tubs you plan to apply, and how many are relevant to the company (e.g. there may be a tax change included in a tub to a state that your compnany doesn't have any employees in it).

In general, it's not really a big deal (fairly quick) at all to do the testing.

Rgds.

[Former Member]

thanks for your reply Ted ,points awarded ,actually the payroll team is very busy as this is year end and also holiday season is coming up ,so i am under certain pressure to do all the stuff and i was calculating how much time i need to do different things ,because i am given other issues too .

anyway thanks for your advice and answering all my questions with patience

regards

sangitha

[Former Member]

Hi Ted ,I have few more questions ,our team has planned to do TUBS Testing after thanksgiving .you gave me some solutions before to my questions which were very helpful ,but few more questions were raised from the previous solutions in meetings.

1) can you tell me clearly is it the job of a functional consultant or Basis consultant to apply TUBS onto testing server for TUBS testing purposes before transporting these into Production server? or As a functional Consultant should i raise a ticket to Basis consultant to apply all the TUBS since april 2007 (as our client has applied last tubs in april 2007 and few people in the payroll department also have changed so there is a bit of confusion here ,or is it the job of a functional consultant to apply TUBS onto a Testing server ?

2) In the meeting they told me that the last TUBS were applied were in april 2007 ,but not mentioned till which TUBS number they have applied ,is there any transaction code to see these TUB numbers to get a clear picture ? can a functional consultant has authorization to see the TUB number last applied or is it again only the Basis consultant can see it ?

3) Since our client has not put in the TUBS since April, I have to see that all the tax changes that have occurred since then will have to be tested and I think we should also run a retro payroll for all the changes right (because we are in november now and all the payroll runs have not calculated the taxes which could have been changed ? correct me if i am wrong ,because i have to guide them.

4)How should be my communication with the BASIS team in this aspect ,should i advise them to login into BSI and download some TUBS related stuff (though i have logged into BSI portal website and reviewed some of the Regulatory TUBS) or just tell them to login only into service.sap.com and apply the OSS notes corresponding to the TUB numbers available in OSS?

5) what is the role of a functional consultant in upgrading process from BSI TAXFACTORY 7.0 to TAXFACTORY 8.0 ?what should be my involvement in this process or should i leave it completely to BASIS TEAM ?

thanks for reading all my questions with patience ?

waiting for your reply ,points will be awarded !

regards

sangitha reddy

[Former Member]

oops ,Ted one more question for you

In your previous advise to my questions you told me to run payroll simulations to

check for tax changes in BSI regulatory bulletins ,i was reading some matter in google search in which a person mentioned that "During simulation, payroll wont access BSI TAX INDEX" is it right ? if during simulations if payroll wont access BSI TAX INDEX ,then should we run a live payroll ? i am bit confused here ,please clarify !

regards

sangitha reddy

[ted_dinh]

Answer to question 1 :

It would normally be a join efforts between payroll consultant and Basis. Payroll consuttant needs to monitor BSI / SAP to see what tubs are available and corresponding OSS related to those tubs (one to one relationship). Basis need to be involved to download these SAP transports into the system. Payroll consultant needs to apply these tubs (from BSI web site) . Note that you will need to have BSI software loaded in your machine.

Answer to question 2:

You'll need to access BSI using BSI software to view what tub you're currently on.

Answer to question 3:

Depending on whether these tubs really affect your payroll (e.g. whether you have ee in certain state/county that BSI has tax rate change) would you decide to retro.

Answer to question 4:

Similar process as question 1, i.e. join effort.

Answer to question 5:

Basis would need to involve to load new BSI server version, build BSI 80 dbase. You may be responsible to export custom data from BSI 70, load intinal data file into BSI 80, import custom data into BSI 80.

Answer to recent question :

Running payroll in simulation will access BSI to calculate tax just like in production mode.

Rgds.

[Former Member]

Hi Sangitha and Ted

The conversation between you guys regarding Tax update Bulletins was very useful as it clarifies many answers,but even after reading your thread,I have few more questions guys .please try to answer them ?

A) How to know we are on which Regulatory TUB now ? can we see it through SAP system with any transaction code ,if yes what is the trasaction code or if we can see through BSI client as Ted suggested in one of his answers,what is the navigation path to see the current TUB we are on through BSI ? or can we see through both the systems ?

B) As Ted suggests when you are upgrading to Tax factory 8.0 from 7.0 ,you need not apply all TUBS related to 7.0 ,but you would need to be at certain level of tub (BSI would provide you with a data file to upload (e.g. 50'ish which is equivalent to what ever tub level in BSI 70) ,I am confused on this point ,Ted please can you clarify it ? what i have understood is as below,am I on right track or going in wrong direction ?

I have read OSS note 1022656 in market place (page 9 in the beggining of the page it says <b>TUB 200 in 7.0 = TUB 41 in 8.0</b> ,now we are still on taxfactory 7.0 ,and you said we have to be at certain level of 8.0 ,so does it mean test all the TUBS related to 7.0 till TUB number 200 and then suggest the BASIS team to go for upgradation to 8.0 (which means we will be on TUB level 41 of version 8.0 and then test the TUBS from 41 to 61 in version 8.0 (i mean by the way you suggested previously by checking whether employees exist in that authority or not etc etc ) and also by this way we are avoiding TUB 201 till TUB 220 of version 7.0 because they are equivalent to 41 to 61 or did i completely misunderstood you ?

Answers will be appreciated

Bill Friday

[ted_dinh]

Bill :

You can only check which tub level you're at by login to BSI client software. Once you're in there, go to Maintenance - Update. It will list all tubs already applied with the latest one at the top.

As for upgrading to BSI 80, let just say you're currently in tub 198 / BSI 70, and that BSI will provide you a data file for BSI 80 starting at tub 50. What you do is first update to BSI 80 using this data file. Once updaded, you would need to test what's included in tub 199 - 200 of BSI 70 plus what's included from tub 42 - 50 of BSI 80.

Rgds.

[Former Member]

Ted

Thanks for your Answers,I was of the opinion that TUBS related to Taxfactory 7.0 cannot be tested on Taxfactory 8.0,now after reading your advise its clear that TUBs related to 7.0 can be tested on version 8.0 .

I checked in BSI client and we are at level TUB 176 on 7.0 and as you said BSI will provide you a data file for BSI 80 starting at TUB 50 (<b>where do i get this information ,i checked it in OSS note 1022656 ,but i couldnt find this and also i have browsed through BSI client portal ?is it till TUB 50 or TUB 61 because the latest TUB released on version 80 is 61</b>) because now I think according to your advise we have to upgrade to BSI 8.0 immediately ,Test TUBS 176-200 of version 7.0 on 8.0 plus TUB 41- 61 (Latest TUB released on 80 is 61) on 8.0 once again before 31st december 2007 .

your answers will be appreciated .

Bill Friday

[Former Member]

Hi Ted,

I had similar questions regarding BSI regulatory bulletins and SAP TUBs. Thanks for those answers.

I have just joined this company, where in we just successfully upgraded from BSI TF 7.0 to 8.0. While doing that, it came to my notice that they have been applying every BSI bulletin released throughout 2007, but have not applied even a single SAP TUB since going live on 01/01/2007. There were no Support packages applied during that period either. None of the BSI bulletins were ever tested either.

So to summarize, all BSI regulatory bulletins were applied, but SAP TUBs haven't been applied at all for all year. Now my question is, What would be the impact? I understand that not every TUB released need to have impact on our system. It depends only if you have ee's in that state/county where taxtypes were changed or updated.

But how do we test, I mean we are talking a whole year here. One way to do it would be go through each BSI regulatory bulletin, check for employees in that state/county/... wherever the tax was changed and run simulation for that ee for the the pay period with effective change date. But this seems like a very tedious process. Can you think of any other means to check this?

My understanding is, when we apply BSI bulletins, it updates BSI TF database tables and SAP TUBs update SAP tables. Correct me if I am wrong. So by not updating SAP TUBs we never updated those tables, which means if we have employees in those tax areas, then their taxes were either calculated wrong or were never calculated (if say a new tax authority was introduced).

Can you suggest any way to check the impact of this? I would really appreciate any help.

Thanks,

Anu

[ted_dinh]

Anu:

It's hard to say what the impact is on not applying corresponding SAP tubs (OSS notes) for the new BSI tubs. For tax rates changes (T5UTX), it's probably not too bad since the rate calculation is also getting from BSI tax dbase (I think). However, let say if there're new tax authorities or tax types introduced in BSI new tubs (e.g. tax type '84' in tub 68 of BSI 80), and if you don't apply corresponding SAP tub /note(s) for this, more than likely the new tax will not be generated when payroll is run.

Therefore, you should bring your SAP tubs to be current or as close to BSI tubs as soon as you can.

Rgds.

[Former Member]

Ted,

Thank you soo much for your response.

We have just applied all the SAP tubs and they are on the same level as of BSI tubs now. My concern is only about the last year.

They have not applied any SAP Tubs all last year and as I was checking I think atleast a couple new tax authorities or tax types were introduced in the previous year. So If i am understanding it correct, if i have ee's who fall under these tax types, then their new taxes wont be generated. Correct?

Also, when you said impact might not be too bad for tax rate changes. So correct me if i am wrong, but as long as BSI or SAP tax dbase is updated, the tax rate changes are calculated correctly ?

You think there is any way i can check for impact on last year's tax calculations. They want me to tell them if any ee's were calculated incorrect and if so how do we correct it. My concern is how do we determine which ee were effected during that period for which SAP tubs weren't applied?

thanks,

anu