Discover how our tailored utilities enhance SAP’s connection with your tax engine and streamline the processes your team relies on every day. Request a demo to experience firsthand how DMA can eliminate integration gaps and optimize your SAP tax workflows.
Bridging the Gaps Between SAP and Tax Engines
Typically, SAP has native tax functionality—but it is limited. Most organizations license a third-party tax engine such as Vertex O Series, Avalara AvaTax, or Thomson Reuters ONESOURCE Determination, to connect to SAP. The overall goal is to determine the geographical location (thereby the tax rate) and applicable taxability of each transaction.
With the standard integration between SAP and a tax engine, some gaps will always exist. Fortunately, DMA’s unique ability to develop these utilities specific to each client’s requirements solves this problem.
DMA’s SAP utilities are available individually or in bundled packages, helping organizations streamline processes and close common integration gaps between SAP and external tax engines. The utilities are compatible with all major tax engines.
Sales & Use Tax Reporting Tools
DMA’s Sales & Use Tax Reporting Tools enhance SAP’s native reporting by delivering clear, tax-focused visibility into transaction and master data. These tools help tax teams validate postings, identify errors, and produce audit-ready reports without manual data manipulation or reliance on external systems.
eastAP Tax Validation
Streamline the analysis of all procurement activity with relevant tax information and identify incorrect AP tax postings.
- Identifies tax overpayments/ underpayments or accruals on AP transactions
- Identifies incorrect use of tax codes, GL account assignment, and tax jurisdiction codes
- Generates/creates a report with all tax-relevant information
- Compiles data into ALV grid display
- Provides drill-down capability into actual SD & FI line items, including relevant master data records
- Includes invoice image hyperlinks
- Supports downloading of archived invoice images
- Functions with no dependency on tax engine (tax engine agnostic)
Sales Tax Audit Report
Streamline the extraction process of sales tax transactions for audit-ready reports.
- Extracts all postings to sales tax liability accounts
- Generates/creates detail and summary reports with all tax-relevant information
- Compiles data into ALV grid display
- Displays tax charged on each line level, including authority charging it
- Provides drill-down capability into actual SD & FI line items, including relevant master data records
- Includes tax jurisdiction details extracted via tax engine interaction
GL Extract
Generate GL account balances per posting period for fiscal years.
- Extracts GL account balances by company code
- Displays large datasets related to journal entries or GL line items
- Exports files for reconciliation analysis
- Functions with no dependency on tax engine (tax engine agnostic)
Queue Manager
Actively monitor SAP tax transaction queue.
- Schedules monitoring of the qRFC and tRFC queues
- Configures thresholds to accommodate varying transaction volumes
- Configures multiple email recipients for monitoring notifications
- Provides automatic notification of blocked queues
Month-End Processing Tools
DMA’s Month-End Processing Tools streamline tax-intensive close activities by automating adjustments, accruals, and reconciliations across SAP and external tax engines. These tools reduce manual effort, improve accuracy, and help tax teams close faster with greater confidence in reported tax balances.
eastCustomer Tax Adjustments
Simplify processing of tax-only adjustment postings in SAP and the tax engine.
- Posts tax adjustments in the tax system and generates required accounting documentation automatically
- Configures to automatically park or post tax adjustments
- Performs debit/credit tax adjustments associated with:
- Incorrect or late application of tax exemption certificates
- Incorrect assignment of material number to product code
- Applying timely tax rate updates or changes to the tax engine
- Customers returning products to locations different than the original ship-from location
- Performs tax adjustments with minimal required fields (posting date, reference billing document, tax credit/debit amount)
Goods Movement Use Tax Accrual
Reduce tax inaccuracy gaps by automatically calculating and posting consumers use tax accrual.
- Identifies non-standard or complex transactions subject to consumers use tax
- Material movement
- Free-of-charge sales orders
- Materials consumed from own inventory
- Determines the relevancy for consumers use tax accrual
- Identifies the value of goods
- Identifies place of consumption
- Runs in test mode prior to actual consumers use tax accrual
- Calculates and generates consumers use tax accrual postings in SAP and the external tax engine
- References original materials and sales documents
GL Reconciliation
Automatically reconcile SAP tax liability accounts to the external tax engine.
- Compares SAP tax liability account postings with tax system audit file entries
- Provides document-level comparison
- Identifies non-reconciling records/postings between SAP and the external tax engine
- Posts variances from SAP to adjust incorrect and/or missing records or postings in the external tax engine
- Reverses non-reconciling records or postings from the external tax engine to match SAP records or postings
- Runs in test mode prior to actual reconciliation
Queue Manager
Actively monitor the SAP tax transaction queue.
- Schedules monitoring of the qRFC and tRFC queues
- Configures thresholds to accommodate varying transaction volumes
- Configures multiple email recipients for monitoring notifications
- Provides automatic notification of blocked queues
System Tools
DMA’s System Tools support SAP tax system stability, testing, and data integrity during implementations, upgrades, and ongoing maintenance. These tools reduce risk by simplifying data conversions, enabling efficient regression testing, and ensuring tax-relevant system changes perform as expected before going live.
eastHistorical Data Replay
Reduce time and improve accuracy during regression testing.
- Reprocesses standard billing documents and LIV receipt postings
- New installs, migrations, and upgrades of tax engines
- Upgrades or enhancements to SAP
- Uses standard update queue
- Customizes other transaction types (real estate, contracts, FI postings)
- Resets the update status on existing documents
- Displays the list of documents that are reprocessed
Master Data Conversion
Mass assign and update tax jurisdiction codes for relevant master data records.
- Converts, validates, and updates tax jurisdiction codes (TJC) from existing structure/format to new structure/ format:
- Master data records such as customer, vendor, plant, and cost center
- Documents such as open sales order, purchase order, and open sales contract
- Offers flexibility on selection options for conversion
- Provides the ability to run in test mode prior to actual update
- Generates report output for converted records
Queue Manager
Actively monitor the SAP tax transaction queue.
- Schedules monitoring of the qRFC and tRFC queues
- Configures thresholds to accommodate varying transaction volumes
- Configures multiple email recipients for monitoring notifications
- Provides automatic notification of blocked queues
Exemption Certificate Management Tools
DMA’s Exemption Certificate Management Tools improve the accuracy and efficiency of exemption certificate processes by integrating SAP customer data with external exemption certificate solutions. These tools help reduce audit risk, support accurate tax determination, and streamline certificate visibility across systems.
eastCustomer Push
Automatically synchronize customer data to reduce audit risk and increase exemption certificate collection accuracy.
- Synchronizes customer records from SAP Customer Master with target Exemption Solution
- Supports:
- Customizable variant scheduling
- Standard SAP customer hierarchy
- Multiple SAP and Exemption Solution company codes
- Provides detailed logging of actions performed in target Exemption Solution
Get Certificate
Get insight into customer certificate details housed in the source exemption certificate solution.
- Retrieves relevant customer certificate data
- Displays pertinent certificate details
- Displays active certificate images
- Supports multiple SAP and Exemption Solution company codes