Automized Realization and Declaration of Turnover Taxes

More compliance throughout the entire testing and reporting process

Digitalization instead of manual processes

SARA is your choice to create, audit, approve and declare your VAT declaration. Our SAP add-on is directly integrated in your ERP system. Whether SAP R/3 or SAP S/4 HANA – it guides you through the process of the creation of the respective declaration form, mapping your tax codes to declaration fields, audit of the declaration data, correction of adjustments, and the declaration to the tax authorities. From single companies to complex organizations operating on different ERP systems.
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The user is guided through the various types of declarations using automated workflows:
  • Monthly VAT return
  • Annual VAT return
  • Special advance payment/permanent time extension
  • Recapitulative statement
  • Creation of the underlying information for declarations in other EU countries
This includes import, verification, accounting adjustments all the way to reporting to the tax authorities. The (qualified) VAT ID check and the reconciliation with the business partner master data from the ERP system is also directly possible from the tool. Structural changes to the declaration are updated periodically as part of our support and maintenance.
VAT declaration entirely digitalized

Key Benefits

Standard software in practice

Automated process steps

SARA significantly reduces manual efforts. The automated steps for creating reports include import, organization of relevant data for the declaration forms, automatic plausibility checks and determining samples. Furthermore, corrections postings may be created automatically.

Audit proof & Compliance

The compliance requirements throughout the entire reporting process are documented in SARA in an audit-proof manner. Adjustments can be evaluated at any time using the integrated reporting. All declared amounts and postings thus remain traceable even years after the change.

Efficient collaboration

The workflow in SARA simplifies and accelerates collaboration between the tax department and accounting. Event-based e-mail notifications simplify communication. Simultaneously, all steps in the process are documented with an audit trail.

Core functions

Automated preparation of data

SARA automatically imports all relevant financial data from the company codes of the SAP system. Furthermore, the SAP add-on offers the possibility of manual or semi-automated uploads of relevant reporting data from companies in other ERP systems. System based plausibility checks systematically examine the underlying data for potential errors in the posting.

Worklist

In the worklist, all adjustments are documented on document item level. As part of the checking process, SARA records all adjustments, including error categories. Rule based, postings with a deviating VAT declaration period can be reassigned automatically. The workflow then provides support for the subsequent work steps.

Correction postings

If the adjustments in the worklist result in correction postings SARA can automatically post them. A workflow for reconciliation with the accounting department is available for this purpose. In addition, the clearing of the tax payable accounts can be automated via SARA once the declaration has been finalized.

Reporting

After the document check has been completed, the determined VAT values can be transmitted to the tax authorities. To ensure optimal integration into the system landscape, several options are available for this process step: In addition to a dedicated SARA-ERiC interface, there is the option of using existing connections in SAP or also the XLS/CSV export for various third-party tools.

Flexible authorization concept

In order to make authorizations in the system as flexible as possible, SARA offers a concept of roles for the tax department, accounting and revision. The four-eye principle guarantees process security. In addition, authorizations for company codes and reporting types can be individually customized.

VAT compliance

VAT compliance requirements are directly integrated into the declaration process. The sample size for testing can be generated by SARA using statistical methods. The documentation of the scope of audits and compliance with guidelines thus takes place within the process of SARA while fulfilling the requirements of an existing Tax CMS.

Product Insights

1

Übersicht aller Meldedaten

Nach dem erfolgreichen Import aller relevanten Belegdaten erhält der Anwender eine Übersicht über die Buchungen. Belegpositionen werden pro Sachkonto und Steuerkennzeichen zusammengefasst. Neben dem direkten Link zu den gebuchten Belegen zeigt SARA Vergleichswerte der gemeldeten Daten aus dem Vormonat (Year-to-Date) an. Auf Summenebene findet eine erste Plausibilitätsprüfung statt und die Detailprüfung kann beginnen.

2

Meldeformular pro Organkreis und Gesellschaft

Direkt nach dem Import steht eine Übersicht des Meldeformulars bereit. Alle relevanten Meldungskennziffern können pro Buchungskreis oder für die gesamte Organisation angezeigt werden. Die Herkunft jeder Meldekennziffer ist bis auf Belegpositionsebene nachvollziehbar.

3

Upload von Meldedaten aus anderen Systemen

Egal ob SAP, DATEV oder per Ausdruck vom Steuerberater – nicht immer werden alle Gesellschaften auf einem SAP-System geführt. Mit SARA lassen sich Daten aus anderen ERP-Systemen auf Einzelbelegsebene oder aufsummiert für eine Meldung importieren. Die Daten einer Organisation liegen somit an einem Ort und lassen sich besser verwalten.

5

Manuelle Geschäftsvorfälle

Falls nötig kann die Steuerabteilung unabhängig von der Buchungsgrundlage in SAP Anpassungen oder Erweiterungen vornehmen. Dadurch ist sichergestellt, dass immer genau die Beträge deklariert werden, welche aus steuerlicher Sicht korrekt sind. 

6

Meldung mit einem Klick aus dem SAP-System

Nach der Meldungsfreigabe können die Daten direkt an das Finanzamt übermittelt werden. Hierzu gibt es verschiedene Möglichkeiten. Das SARA-Interface überträgt die Meldung direkt aus dem SAP-System heraus – via ERiC-Schnittstelle. Alternativ können auch bereits in SAP bestehende Verbindungen zum Finanzamt oder ein Datenexport für Drittanbietertools genutzt werden.

7

Organkreisverrechnung nach Meldung

Wirken sich die Meldungsanpassungen auf die Zahllastkonten der verschiedenen Buchungskreise aus, verrechnet SARA nach der Meldung automatisch die Beträge. Per Direct-Input werden die entsprechenden FI-Buchungen unmittelbar durchgeführt.

Contact

Miklós Hegybíró führt die Geschicke von IKOR Products

Miklós Hegybiró

Managing Director
IKOR Products GmbH
info-products@ikor.one
+49 40 8199442-0

nicolas_weisensee

Nicolas Weisensee

Mission Lead SARA
IKOR Products GmbH
info-products@ikor.one
+49 40 8199442-0

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