3691579 - Updating US tax rate with validity date prior to that of existing tax rates - S/4HANA Cloud Public Edition 2508

In Configuration Activity 101016 - Define Tax Codes for Sales and Purchases or App Upload Tax Rates (F2609) a tax rate needs to be created with validity date prior to that of existing tax rates. 

S/4HANA Cloud Public Edition 2508

Error messages if an existing tax rate is changed in the past:

1. Configuration Activity 101016 - Define Tax Codes for Sales and Purchases: “Valid from date of jur cd &1 is before valid from date in customizing”.
2. App Upload Tax Rates (F2609): “Valid From Date of Record &1 precedes Valid From Date in Configuration”.

Changing tax rates in the past is always risky, as this will overwrite all future rates. This could lead to incorrect processing of already posted documents. Therefore, it is not allowed by default in the system.

However, in certain situations, like 0% tax rates and no existing postings, the error messages can be disabled "-". Configuration activity "Message Control in Tax Area" (103887) is to be used to disable the messages 036 (needed for the App Upload Tax Rates (F2609)), 048 (needed for configuration activity “Define Tax Codes for Sales and Purchases” (101016)) and 078 (needed for the tax rate import into the test/production system) for application area FOT_US_INT_TAX_CALC.

At least the entry for message 078 must already be present in the subsequent system before the tax rate changes are imported. If taxes have already been imported before disabling the message 078, the missing transport requests can be re-imported using the App Import Tax Codes after Transport (TAX_RATE_TRANS). This app only displays the transport requests with US tax rates that have not yet been imported. After import, the transport requests are deleted from the value help list.

Once the changes are made, it is recommended to set the messages back to error "E".

In the public cloud, changes to the finance tax rate must always be made in the customizing tenant and then transported to the other systems.

App Upload Tax Rates (F2609)

Import Tax Codes after Transport (TAX_RATE_TRANS)

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