Since HCM relies on BSI TaxFactory for US payroll tax calculations, how do
you handle verification and testing of BSI calculations in your payroll
audits & testing? HCM teams may be unaware that BSI TaxFactory has a Batch
Tool, which is my preferred method of testing BSI due to the easy of
copying SAP information, manipulation of that information, and being able
to save the scenarios for later use.
When the time comes to apply TUBs, Cyclic, or upgrade to a newer version of BSI TaxFactory, we can reuse the files we’ve already created by changing the Check Date instead of having to locate and create all the data in SAP. This does not replace end user testing, but it does expedite unit testing in development environments where data is typically sparse and out of date.
Getting started we need to get the information we want to use in the BSI TaxFactory Batch Test Tool. Find the employees you want to use as test scenarios in production or create the scenarios in a test environment. Once you have all the master data setup run your payroll as you would typically do, but make sure to select the Payroll Log check on the Payroll Driver (transaction codes PC00_M10_CALC or
PC00_M10_CALC_SIMU) parameter screen.
Once the payroll runs, follow the log path to the BSI Interface node. The BSI interface node detail provides you with the same information that is passed from SAP to BSI. Tax calculations for the employee are performed on this data
Gross cumulation and tax processing > ELSE > LPBEG > Run > Calculate Taxes > USTAX > Processing > BSI interface
Push CTRL + Y to highlight the data and then CTRL + C to copy the data and paste directly in BSI TaxFactory Batch Test Tool. Make sure to get from the first line of ATC to the last line of ETC so BSI knows where the beginning and end are in the data. You should have something that looks similar to this, but with a complete data set.
With this data you can manipulate the contents and save the different scenarios. Here are a few quick scenarios you can put together and save for current and future use.
1. Change the CD (check date) to see how taxes calculate on a specific date in time.
2. Change the tax authority next to the lines that start with ‘ADC TC:’
3. Test reciprocity by copying lines that start with ‘ADC TC:’ through lines that start with ‘LUD PT:’ and change the tax authority.
Once you have your scenario created, it is as simple as selecting the Run Test button and you should receive output very quickly that displays the details you need to validate.
If you want a method to quickly test BSI, using the Batch Test Tool is a good way to go. Scenarios can be created and reused with as little as changing the check date.
Read the ILN blog at Insider Learning Network | SAP HCM payroll tip: BSI TaxFactory Batch Test Tool