SAP Document and Reporting Compliance

The Comprehensive Guide for Finance and Tax
1. Auflage 2026
ISBN: 978-1-4932-2746-4
Verlag: Rheinwerk Verlag GmbH

Buch, Englisch, 637 Seiten, Format (B × H): 178 mm x 254 mm

Reihe: SAP Press Englisch

Dive into the digital compliance landscape! Start by configuring your tax settings in SAP S/4HANA based on your business requirements. Next, set up SAP Document and Reporting Compliance to enable seamless eDocument creation, validation, transmission, and reconciliation as well as key reporting tasks. Get step-by-step instructions for end-user activities, walk through best practices for ensuring data accuracy, and see the system in action with real-world case studies. Get ready to implement and use SAP DRC with confidence!
Highlights:

- Digital tax

- Digital reporting

- SAP S/4HANA (on-premise and cloud)
- eDocuments

- Statutory reports
- Periodic reporting
- Real-time reporting
- Data integrity
- Change management
- Case studies

Autoren/Hrsg.

Watson, Genevieve

Alberts-Muller, Eliza

Macintosh, Iain

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Unternehmensfinanzen
• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management
• Mathematik | Informatik EDV | Informatik Angewandte Informatik Wirtschaftsinformatik
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware SAP

Inhaltsverzeichnis

PART I ... Introduction to Digital Tax Compliance and SAP ... 21

1 ... Navigating the Regulatory Landscape of Digital Compliance ... 23

1.1 ... Introduction to Digital Reporting and Tax Mandates ... 24

1.2 ... Continuous Transaction Controls and Digital Tax Controls ... 33

1.3 ... E-Invoicing ... 51

1.4 ... E-Reporting ... 71

1.5 ... Benefits of Embracing Digital Compliance ... 80

1.6 ... Preparing for Implementation ... 82

1.7 ... Summary ... 100

2 ... Taxes in the SAP Landscape ... 103

2.1 ... Enterprise Structure Elements for Taxes Within SAP S/4HANA ... 104

2.2 ... Master Data for Tax Treatments ... 112

2.3 ... Transactional Data ... 124

2.4 ... Tax Determination ... 149

2.5 ... Account Determination ... 156

2.6 ... Integration ... 158

2.7 ... Tax Compliance in a Digital World ... 159

2.8 ... Electronic Invoicing ... 162

2.9 ... VAT and Other Statutory Reports ... 164

2.10 ... Summary ... 166

3 ... Introduction to SAP Document and Reporting Compliance ... 169

3.1 ... Key Frameworks and Architecture ... 169

3.2 ... Electronic Document Processing ... 183

3.3 ... Statutory Reporting ... 192

3.4 ... User Roles and Authorizations ... 200

3.5 ... Legal Change and SAP Notes Monitoring ... 202

3.6 ... Summary ... 204

PART II ... Implementing SAP Document and Reporting Compliance ... 205

4 ... Configuring Electronic Documents ... 207

4.1 ... Components ... 208

4.2 ... Activation ... 211

4.3 ... SAP S/4HANA Mapping and Customization ... 216

4.4 ... SAP S/4HANA Technical and Communication Customization ... 236

4.5 ... SAP Business Technology Platform ... 264

4.6 ... Additional Integrations ... 277

4.7 ... Extensibility ... 294

4.8 ... eDocuments Localization ... 297

4.9 ... Summary ... 304

5 ... Configure Periodic Reporting ... 307

5.1 ... Initial Setup ... 308

5.2 ... Define Reporting Entities and Periodicity ... 312

5.3 ... Report-Specific Key Configurations ... 324

5.4 ... Workflows in Statutory Reporting ... 343

5.5 ... Statutory Reports and Extensibility ... 350

5.6 ... Cleaning of Reports ... 384

5.7 ... Summary ... 385

PART III ... SAP Document and Reporting Compliance for End Users ... 387

6 ... Using SAP Document and Reporting Compliance ... 389

6.1 ... Introduction to the Business User Perspective ... 389

6.2 ... Getting Started: User Onboarding and Setup ... 403

6.3 ... Day-to-Day Operations: Document Compliance ... 415

6.4 ... Day-to-Day Operations: Reporting Compliance ... 444

6.5 ... Advanced User Functions ... 462

6.6 ... Summary ... 474

7 ... Data Accuracy and Integrity ... 477

7.1 ... Data Governance ... 478

7.2 ... Granularity of Output ... 505

7.3 ... Tax Control Framework Perspective ... 513

7.4 ... Implementing Data Validation Rules ... 514

7.5 ... Data Cleansing and Enrichment Techniques ... 518

7.6 ... Summary ... 520

8 ... Tax User Adoption and Change Management ... 521

8.1 ... User and Leadership Buy-In ... 522

8.2 ... Change Management ... 534

8.3 ... Summary ... 548

PART IV ... Real-World Applications and Future Trends ... 551

9 ... Case Studies for SAP Document and Reporting Compliance ... 553

9.1 ... Multinational Corporation: Streamlining Regulatory Reporting ... 554

9.2 ... Global Retail Company: Streamlining Tax Compliance and Reporting ... 563

9.3 ... IT Services Organization: E-Invoicing for Customer Billing ... 573

9.4 ... Multinational Healthcare Enterprise: E-Invoicing Across Countries ... 579

9.5 ... Key Takeaways and Lessons Learned ... 583

9.6 ... Summary ... 586

10 ... Future Trends and Innovations ... 587

10.1 ... The Evolving Landscape of Tax and Compliance ... 588

10.2 ... Emerging Technologies Impacting Compliance ... 600

10.3 ... Future Direction of SAP Document and Reporting Compliance ... 614

10.4 ... Staying Ahead of the Curve: Continuous Learning and Adaptation ... 618

10.5 ... Summary ... 621

... The Authors ... 623

... The Contributors ... 624

... Index ... 631

Über Autor(innen)

Watson, Genevieve
Genevieve Watson is an experienced tax ERP and transformation leader, and a partner within Deloitte's Tax Technology Consulting team. She specializes in helping businesses operationalize their management of taxes, covering tax strategy, operating model, risk and governance, process design/redesign, automation, tax technology, and sourcing.Genevieve has experience across the Deloitte Tax Technology Consulting propositions; however, her primary focus is on large scale transformation programmes and ERP/systems implementations. In this role, she acts as the integrator between tax and IT, advising clients on building their tax ERP design and providing ERP tax implementation support to ensure that tax has been factored into the implementation methodology.

Macintosh, Iain
Iain Macintosh is a principle at Deloitte with more than 25 years of experience implementing SAP. Iain leads the Deloitte US Tax Technology Consulting practice and also serves on the firm’s global e-invoicing strategic committee. Working with clients across all industries, he has successfully delivered complex tax and regulatory projects for Fortune 1000 companies. Iain has lived and worked in Europe, Australia, Canada, and the United States. Iain often serves as a keynote speaker at major industry and client conferences.

Alberts-Muller, Eliza
Eliza Alberts-Muller is a partner within Deloitte‘s Tax Technology Consulting team with close to 20 years of experience in (indirect) tax and tax technology gained both in industry and consulting. She focuses on delivering strategic and practical guidance on tax process optimization and tax technology solutions. Eliza assists clients in their journey to streamline and automate their tax functions using the latest technology as well as standard ERP, VAT add-ons, tax engines, and other tax technology tooling. She strives to ensure clients have the skills and tools to manage their own tax processes.