SAP and Coretax Readiness Assessment
Review the current SAP landscape, relevant finance and tax-related processes, data sources, existing interfaces, and operational responsibilities.
Identify key requirements, dependencies, potential gaps, and questions that need to be resolved before implementation.
Tax Data Mapping and Validation
Define the data elements, mapping requirements, validation rules, and reconciliation needs relevant to the agreed scope.
This may involve reviewing relevant business partner data, transaction attributes, tax-related fields, document references, and other information required by the target process.
Final data requirements must be confirmed against the applicable specifications and the customer's tax processes.
Integration Architecture Assessment
Evaluate potential integration options based on the customer's SAP configuration, existing middleware, supported interfaces, security requirements, and relevant system capabilities.
The assessment may consider the appropriate role of standard functionality, approved interfaces, middleware, or custom development where technically supported.
No particular interface or API should be assumed available without technical verification.
SAP Tax Process and Control Design
Review the operational process for validating tax-related data, identifying exceptions, managing corrections, and reconciling relevant records.
Clarify business ownership and responsibilities across finance, tax, IT, and other stakeholders.
Integration Testing and Reconciliation
Develop a test approach for agreed business scenarios, including data completeness, accuracy, exception handling, reconciliation, and end-to-end process validation.
The testing approach should reflect the confirmed interface design and applicable business requirements.
Implementation and Enhancement Advisory
Translate the assessment findings into a prioritized implementation or enhancement plan.
Depending on the agreed scope and technical feasibility, this may include requirements definition, integration design coordination, development oversight, testing support, documentation, and operational handover.