2578729 - New Tax Rate Schedules for Switzerland

• As per the legal change for Switzerland effective from January 1 2024, three new tax rate types (‘Special Standard’, ‘Special Reduced’ and ‘Special Special’) have been introduced.
• The new tax boxes that are introduced for tax reporting of documents created with the new tax rates are 303B, 303T, 313B, 313T, 343B, 343T, 383B and 383T.
• You want to use these tax rate types before 01.01.2024. 

SAP Business ByDesign

Note: SAP will provide the new tax rates directly in SAP Business ByDesign as of 01.01.2024.

However, it is possible to use the new tax rate types before 01.01.2024:

Additionally,

• you need to create custom tax codes to assign the new tax rate types and
• you need to assign the new tax rate types to the corresponding tax events and form boxes.

Step 1: Find the three new tax rate types in Fine Tuning: 

1. In the Business Configuration workcenter access the Tax on Goods and Services fine-tune activity (either from the activity list of your implementation project or from the Overview screen). 
2. Choose Define Tax Rate Schedules. 
3. Since system version 2311, you find the three tax rate types 7 - Special Standard (8,1%), 8 - Special Reduced (2,6%) , 9 - Special Special (3,8%), all valid from 01.01.2018. (The earlier validity since 2018 is used to make the tax rates types available before 01.01.2024). 
4. The tax rate percentages can be adjusted in the future if need be. 

Step 2: Create Custom Tax Codes and assign the new tax rate types: 

1. Stay in the Tax on Goods and Services fine-tune activity.
2. Under Tax Codes choose Define Tax Codes.
3. Press Add row.
4. Now set up a new tax code, starting with a letter for CH-Switzerland and the tax event of your choice.
5. In the Details table underneath you can assign the tax type, one of the new tax rate types and maintain the tax deductibility. 
6. Proceed like this for all new tax codes. 

Step 3: Set up the Summary Layout - Assign the tax rate types to the tax events and form boxes: 

1. Access the Tax Returns for Goods and Services - Switzerland &Liechtenstein fine-tune activity (either via the activity list from your Implementation project or from the Business Configuration Overview). 
2. Choose Product Tax Rerturn Switzerland. 
3. Choose the Tax Event tab.
4. Select the used tax event.  
5. Under Summary Layout set up the respective tax rate type, percentage, validity and assign one of the new form boxes (303B, 303T, 313B, 313T, 343B, 343T, 383B and 383T).  
6. Add further tax rate types if suitable. 
7. Proceed accordingly for all the tax events used for the newly created tax codes. 

Tax Rates; Steuersatztabellen, Switzerland, Tax Rate Schedules , KBA , schweiz steuersatz , steuersatz ab 01.01.2018 , SRD-FIN-TAX , Tax Management , How To