Service Proposal

Tax Migration in Indian Localization

TAXINJ -> TAXINN

SAP India

Confidential
Agenda

 Customer requirement
 Scope
 Out of scope
 Assumptions
 Phases of implementation
 Challenges
 Delivery model

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Customer Requirement

 GST is being rolled out in India to simplify the indirect taxation regime
and to remove the cascading effect of indirect taxes on the end
consumer
 It is now mandatory to use TAXINN tax procedure (condition based
rather than tax code based) in SAP
 Hence the primary requirement is to migrate from TAXINJ to TAXINN

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Scope

 Understanding current logistic scenario (procurement, sales, sub-

contracting) and the tax calculations using TAXINJ frame work
 Map the scenario to TAXINN frame work
 Execute calculation of taxes in TAXINN scenario and validate with
TAXINJ frame work results (procurement and sales scenarios)
 Setting up necessary enhancement for TAXINN if needed
 Maintain mapping table of TAXINJ tax code to new TAXINN tax codes
 Execute migration of open MM documents (PO and contract) to
TAXINN frame work

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Out of Scope

 Changes in process of procure to pay, order to cash, record to report

etc.,
 Change management needed for the new tax procedure
 End user training
 Changes to indirect tax return preparation and filing process
 Changes to any enhancement or development other than covered in
the scope
 Any kind of basis activity
 Re-design of user authorizations
 Changes to any legacy system or interfaces
 Changes to business place setting in the system
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Out of Scope

 Changes in any other SAP systems (SRM, CRM, Ariba etc.,)

 Data cleansing
 Performance optimization

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Assumptions

 Availability of core SAP team (FI, MM and SD)

 Availability of business team to validate the results in the new
TAXINN procedure
 Separate system or a new client with copy of production data (may
not be full data) for executing mock migration before migrating in
quality environment
 Quality system should be copied with the latest production data (may
not be full data) for executing quality system migration
 Need production system shutdown (no logistic operations) during
productive migration
 Patch level required for tax procedure migration would be ensured by
customer before start of the project
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Phases of implementation

 Project preparation
 Blueprint
 Realization
 Deploy, Go-live and support

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Project preparation
High Level Activity
Check the patch level
Ensure availability of
system
Empower the project team
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Activity Details
Check the compliance to
patch level as pre
requirement
Check the availability of
system for the project (mock
system)
Will conduct brief session on
TAXINN Tax procedure and
Tax Migration in Indian
Localization
Customer Pre Requisites
Update to the patch level
required
Make the mock system
available
Availability of Project team
Assumptions
Patch level would be
updated before project start
Mock system with copy of
production data (may not be
full data)
Exclusions
Helping in update to the
required patch level
Setting the mock system
with production data
Public 9
Blue print (1 of 2)

High Level Activity Details Customer Pre Requisites Assumptions Exclusions

Activity

Study of existing • Tax procedure and routines
TAXINJ procedure • Tax conditions and controls
• Account key used for posting to FI
• User exit or BADI in tax calculation
• List of Tax codes and usage
• Custom development in tax calculation
Study of reporting • Understand the reports usage for tax
and return process • Understand the reports or development for
return preparation
Interface with other • Understand interface with Collabra
applications • Understand interface with any other custom
applications
• understand interface with any other SAP
applications
• Availability of Core tax
processing team.
• Availability of documented
business process relating to
Taxes.
• Availability of Test scripts used
for validating tax process.
• Customer to share all the
Business Scenarios
• SAP can provide standard
scenarios which can be
considered for initial testing
• Changes to existing custom
development would be taken
care by customer
• For changes in Non SAP • Any changes on non SAP
applications or changes in applications/Custom
Collabra analysis should be applications
done by Customer.
• ABAP and Basis Resource
will be provided by Customer
• Only higher level impact of
custom program for reporting
and return process would be
studied
•

Logistic scenario • Understand the procurement process from tax

angle
• Understand the sales process from tax angle

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Blue print (2 of 2)

High Level Activity Details Customer Pre Requisites Assumptions Exclusions

Activity
Recommendation of • TAXINN procedure to be used
TAXINN (Blue print • Tax conditions to be used
document) • Access sequence to be used
• Usage of user exit or BADI for meeting
customer specific requirement
• Enhancement needed in logistic transactions
to meet TAX requirement
• Changes or enhancement to Reporting and
return process
• Changes or enhancement to interface with
other systems
• Identification of Number of Condition Records
to be maintained and how it will be maintained
(Tool to upload condition records per
condition types)
• Identification of Changes with regards to
Master Data (Material, Vendor, Customer &
Services)

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Realization
High Level Activity Details Customer Pre Requisites Assumptions Exclusions
Activity

TAXINN Configure TAXINN Creating the required Tax Existence of mock system Setting up system or
Configuration Realize all development objects Codes (MM, SD and FI Transport route for moving transport route
side) changes to development
Support in building the system
effective condition technique
/ Access sequence.
Creating condition records
for all the scenarios & Tax
Codes in TAXINN.
Identifying the custom
reports/programs, external
interfaces and testing with
new tax procedure
Testing Test various scenarios Testing all the tax related
Confirm tax calculation as per current scenarios effectively in short
TAXINJ procedure period.
SAP will support throughout
the testing phase for all
critical issues.

Migration to Maintain mapping table between SAP will provide custom QA system with latest copy
TAXINN (QA TAXINJ and TAXINN reports and tools related to of production data.
with Production Execute migration of open logistic (MM) migration in few cases to
data) documents reduce the efforts and
Test the result of migration improving the project quality
SAP will support throughout
the testing phase for all
critical issues after
migration.

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Deploy & Go Live Phase

High Level Activity Details Customer Pre Requisites Assumptions Exclusions

Activity
Plan for system Transport all changes to production Ensure no logistic users are
shutdown (no Migrate production system using the system during
logistic production migration
transactions)

After go-live Support business users (Level 2) Level 1 support to be Availability of system to log Level 1 support
support provided by customer the issues and tracking Setting up system for
status support

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Challenges

 Identification of all logistic scenario

 Availability of core team and business users
 Availability of system for doing configuration and mock migration
 Through testing to ensure results of all scenario under TAXINN

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Delivery Model

Project Governance  SAP Delivery – Highlights

 SAP Consulting : Bangalore
SAP Consulting involvement:
Scope & Timelines  Configurations as per the SAP Standard CIN processes
 Location Scope:  Approach for deploying SAP CIN functionalities in SAP system
 India  Support customer team in Unit & Integration Test
 Support End user and configuration documentation preparation
 Resources : SAP
by customer team
 MM consultant – 1
 Knowledge transfer
 SD consultant – 1
 FI/CO Consultant – 1
 Expert Consultant – Need Base
Execution highlights:
 ABAP & BASIS consultant – To be provided by  Global Template developed & maintained by customer team
customer  Knowledge Transfer at Customer site
 Resources : Customer
 MM consultant – 1
 SD consultant – 1
 FI/CO Consultant – 1
 ABAP & BASIS consultant
 Business users for testing various scenarios

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Time Lines

Phase/Timeline (Weeks) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15

Preparation

Business Blue print

Realization

Deploy

Go-live support

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SAP India Education
GST Trainings
SAP India Education – GST Trainings

Training # Topic Duration Availability

1 Tax INJ to Tax INN Migration 2 days Available
2 GST Migration 2 or 3 days After GST solution release
by SAP Product Team

Audience
Members of Consulting Organizations or Customer Core Teams, focused on
1. Procurement
2. Sales
3. Finance
4. Project Management

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Tax Migration Training

Unit Content Unit Content

Unit 0 1. Understanding GST Unit 3 1. Learning Configuration steps
Introduction 2. Understanding impact of GST in customer SAP Do 2. Learning generic approaches for re-working
applications customized developments
3. Understanding need for migrating from Tax INJ to Tax
INN as a preparation for GST migration

Unit 1 Checklist based approach to arrive at the total work Unit 4 1. Operating SAP tool to identify open purchase
Study involved in Tax INJ to Tax INN migration in customer SAP Migrate documents (like Purchase Order, Contracts
system, including etc.)
1. Configuration 2. Operating SAP tool to migrate open purchase
2. Developments documents from Tax INN to Tax INJ
3. Testing
4. Data Migration
5. User Training
Unit 2 Planning the work estimated in ‘Study’ step in sequence of Unit 5 Understanding minimum scenarios to be tested to
Plan activities to be carried out for migration from Tax INJ to Tax Test confirm successful migration
INN
Details of Tax Migration Training available in link https://www.sapindiacertification.com/gstphase1/

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Approach

Send in your inquiries to following members of

Content Server SAP India Education
Hard Copy Practice Simulations
Akshay Gaikwad
E: akshay.gaikwad@sap.com
SAP
Education G Chandra Mouleeswaran
GST Training
E: gchandra.mouleeswaran@sap.com

Instruction Outcome
Class Room / Virtual Live Course completion
Class Room certificate

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