international vat consulting - meridian global...

www.meridianglobalservices.com

Three-Day Focus

Invaluable experience from companies including:saPGePhilips

Merckair ProductsJohnDeere

saBMillerThe Nuance Groupcrannagh & co

IN ASSOCIATION WITH

14th–16th May2012Royal Garden Hotel, London

3rd annual conference for

VAT ComplianceControl In SAP®

Connecting VAT, finance and IT to craft VAT compliance with your SAP system

Book before

16th March and

save

£400!

International VAT Consulting

Enforcing Process

Compliancy

MaximisingAutomation& Systems

OrganisationOptimisation

reWe Deutscher supermarktsca hygiene Products

SAP is a registered trademark of SAP AG

+44 (0)20 3176 2627

www.sharedserviceslink.com

[email protected]

© Meridian Global Services 2012

11.30 – 14.30 (includes working lunch)

ANew SAP implementation and migrations: design and build a best-in-class VAT configuration

If you are implementing or migrating to SAP, or are involved in a supply chain restructure then this learning lab provides an essential toolkit to help you plan and design, compliant and automated VAT process in SAP so that implementation achieves best-in-class performance from day one. Some of the topics discussed will include:

P How to gather legal requirements and business flows

P Best practice set-up of GL VAT account settings

P Structuring partner roles and VAT ID maintenance

P Tax code structure

P Tax determination pitfalls in standard SAP and what to watch out for

P Tax reporting pitfalls in standard SAP and what to watch out for

P How to overcome pitfalls

P What modifications/customizing is required

P Designing an optimal invoice layout template(s)

P Case study including lessons learnt

P Tips and tricks

Facilitated by:

Roger Lindelauf, Director – SAP/VAT Consulting, Meridian International VAT Consulting

Who should attend:

P If you are implementing SAP

P If you are migrating from other ERP

P If you are implementing new supply-chain structures

Meridian International VAT ConsultingMeridian International VAT Consulting has been providing international VAT compliance, consulting and advisory services for over 20 years. During this time, Meridian has accumulated deep and practical experience assisting some of the world’s leading businesses remodel their supply chains in a VAT compliant and efficient manner, and implement best practice VAT configuration within their SAP systems. We utilise our global footprint, our niche industry expertise and our leading edge technologies for optimal results. Our long lasting client relationships lays testament to why we are repeatedly chosen by the world’s most successful organisations, comprising of over 50% of the CAC 40, DAX, FTSE 100, Nikkei 225 and Fortune 500.

About the ConferenceFollowing on from last years event and based on feedback received, we have moved to a larger venue and have included technical, pre-conference learning labs. These interactive learning labs, together with a 2 day conference will share practical knowledge and techniques to solve some of the most pressing problems VAT and SAP professionals are facing, including a new solution that overcomes the limitations on 2-character tax codes in SAP.During these 3 days you will hear incredible insights from the industry’s leading in-house VAT and SAP professionals, as well as SAP simulation exercises with world leading consultants. As this event is considered the go-to event for VAT/SAP professionals you will need to register early as places are limited and always sells out quickly.

Choose A or B, then C or D

Places

are limited

so book

early!

About Meridian

Pre-Conference Learning Labs Monday 14th May 2012

11.30 – 14.30 (includes working lunch)BUnderstanding how to manage customs, duties, export licensing requirements and other trade regulatory requirements in SAP

In this session, Carol Lynch & Michael Cannell from Crannagh & Co – international trade and customs experts - co-facilitate a round-table workshop focusing on Customs Duties, Trade Regulatory Requirements and Excise taxes, and how to ensure you are compliant. With over 1 million product SKU’s sold across 14 countries, Wayne Hughes from The Nuance Group provides insightful and practical experience on the technical and legal complexities, how they are applied and how to configure SAP for optimal recording and reporting. The session overview includes:

P Understanding Customs, Duties and Excise Taxes

P Maximize the use of SAP, developing tables and configuring reporting requirements

P A closer look at managing ‘origin’

P Building part-master classification and tariff tables

P How to build value for customs purposes

P Building deferral reports

P Export controls, deemed use, verification of customers and vendors, export licences

Facilitated by:

Carol Lynch, Managing Director Crannagh & Co

Wayne Hughes, EU Logistics, Customs & VAT Manager, The Nuance Group AG

Who should attend:

P All business who import and/or export goods from the EU

Enforcing Process

Compliancy

MaximisingAutomation& Systems

+44 (0)20 3176 2627


[email protected]




15.00 – 17.30 (includes afternoon tea)CSAP 101: everything a VAT or TAX professional needs to know about how VAT works in SAP

Understand SAP-talk: essential up-skill for VAT / TAX professionals, covering:

P Tax procedures

P Tax codes

P GL account settings

P Customer tax classifications

P Material tax classifications

P VAT logic in SAP and how to determine a tax code in sales documents

P How to determine a tax code in purchase documents

P EDI invoices

P Plants abroad

P VAT and ECSL reporting, including basic selections, foreign VAT registrations and currencies

Facilitated by:


Who should attend:

P VAT / TAX / finance professionals

P Anyone wanting to get a solid foundation on how VAT works in SAP

15.00 – 17.30 (includes afternoon tea)DVAT 101: everything a SAP system’s

professional needs to know about VAT

Understand VAT-talk: Essential up-skill for SAP / IT professionals, covering:

P Legal framework

P Inputs vs outputs

P Goods vs services

P Place of supply rules

P Intra-community flows

P Acquisition VAT and reverse-charge VAT

P Import and export flows

P Triangulation flows

P Distance selling

P VAT deduction & partial exemption

P VAT returns

P EC Sales Lists & intrastats

Facilitated by:

Paul Quigley, Director – VAT Consulting, Meridian International VAT Consulting

Nazar Zaidi, Senior Manager – SAP/VAT Consulting, Meridian International VAT Consulting

Who should attend:

P SAP, IT, PMO professionals

P Anyone wanting to get a solid foundation on European VAT and some of the complex requirements

This event delivered real insight and ideas as promised. It did what it said on the tin!

VAT Director Europe, Chemtura“ ”Very useful conference with great opportunities to meet VAT experts across Europe.

VAT Specialist, JNJ Global Business Services

“ ”

Now choose C or D

Pre-Conference Learning Labs Monday 14th May 2012

+44 (0)20 3176 2627


[email protected]


08:30 Top tips from Day 1 Recap the first day’s learnings in this opening session as Ryan Ostilly summarises all the best tips that were revealed, laying the foundations for further ideas to be shared on day two.

Ryan Ostilly Commercial Director – Tax Technology Meridian International VAT Consulting

09:00 Automated VAT determination on AP invoices In last year’s Masterclass, we discussed three approaches to managing VAT determination on incoming AP invoices: (i) manual tax code selection, (ii) condition-record technique (iii) and external VAT engine. Based on feedback from past delegates, we are leaving the theory behind, and getting technical in this session. John Deere Europe achieves automated tax determination for 95% for all incoming AP invoices via the pricing condition in Purchase Orders. During this session, Franz will explain from simple to more complicated transactions how such condition tables are designed at John Deere. Discover the possibilities and the limits of Standard SAP and some workarounds that you could implement in your business.

Franz Pauer, Manager VAT – Tax Department John Deere

10.15 Morning coffee

10:45 Managing VAT on T&E in your SAP system The large volume associated with travel and entertainment expenses (T&E), coupled with relatively small values per transaction, means that many face a constant struggle to ensure compliance to company policy as well as the correct accounting for VAT. Considering that most of the of the T&E data entered relies on the traveller - who is neither concerned with VAT nor with accounting procedures - the requirement to have robust controls and processes is vital. In this session, Merck will explain with practical clarity how it has utilised SAP Travel Management and other bolt-on services to ensure compliance across their whole T&E system in an efficient and automated way:

• Understanding the legal requirements for VAT deductibility on T&E expenses

• T&E compliance to company policy - a controllable cost and how best to manage this

• Pitfalls of SAP Travel Management and other XMS solutions and bolt ons, and how to overcome

• Best practice case study to manage T&E compliance

Merck

11:30 Click. Submit. - Generating Electronic VAT Reports directly from SAP REWE is one of the largest retail companies in Germany. With over 2,000 company codes on their SAP system, preparing and submitting VAT returns needs to be a slick, efficient and highly automated process. During this technical session, Mike Freund will demonstrate step-by-step how to customize standard SAP functionality, to create VAT declarations automatically, down to the box number of the VAT return. The session overview includes:

• Overview of e-filing, country rules and requirements

• Native SAP functionality for electronic submission of VAT returns

• Configuration and settings in SAP

• Technical case study: detailed step-by-step demonstration on how to achieve this using a specific country

Mike Freund, SAP Finance Process Manager –REWE Deutscher Supermarkt KGaA

12:30 Archiving & Legal Requirements When do you need to have an invoice and what exactly defines an invoice? There are so many different country practices for paper invoices. Then you have email, PDF and other electronic forms. What is acceptable and what is not acceptable? ? In this session, Nora Grymova from SABMiller sets out the legal requirements with crisp clarity and provides insight as to how SABMiller balances these requirements with the technical challenges these pose, assessing the impact of new technologies for scanning and invoicing:

• Legal requirements country by country

• Archive solutions available, tax and system implications

• E-invoices, self-billing, scanned invoices

Nora Grymova, Global Design Authority - Business Process Expert - Tax at SABMiller

13:00 Networking lunch

14:15 Break free from the limitation of 2-digit tax codes – a sophisticated solution from SAP

The #1 tax complaint from SAP customers is the limitation in the number of tax codes available, due to a 2-character field. Customers ask “why does SAP not simply extend this field?” During last year’s conference, we heard directly from SAP that a field extension is prohibitively complex and not in line with SAPs ‘non-disruptive’ development commitment. But do businesses literally run out of tax codes (with over 2,116 possible combinations), or is the fundamental problem that customers cannot maintain a suitable naming convention? With constant changes in EU tax rates, many businesses are experiencing this problem more acutely, creating pressure to take action. In this session, we will present a new solution from SAP which enables a restructuring of tax codes that would solve this problem without causing technical disruption.

Speaker TBC

15:00 Coffee

15.30 Solutions to Automate VAT determination on complex VAT flows within SAP

During Day 1, we discussed a number of complex EU VAT flows that are typical for large businesses, and how the VAT determination cannot be handled in standard SAP. In this session, we explain how to implement a solution to overcome these limitations - using best practice techniques. During this session, Roger Lindelauf from Meridian will explain how to develop and implement a solution directly into your SAP system that enhances functionality for these complex flows, in order to ensure compliant and automated VAT determination.


16:30 Top tips from Day 2

Round off the final day’s learnings in this closing session with our conference co-chair Ryan Ostilly.

Ryan Ostilly, Commercial Director – Tax Technology, Meridian International VAT Consulting

16:45 Chair Close

DAY 2 CONFERENCE Wednesday 16 May 2012

+44 (0)20 3176 2627


[email protected]


The 3rd annual SAP Control for VAT Compliance conference14th–16th May 2012, Royal Garden Hotel, London

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VenueRoyal Garden Hotel, 2–24 Kensington High Street, London W8 4PT Telephone: +44 (0)20 7937 8000Accommodation: Hotel accommodation and travel costs are not included in the registration fee. To book our specially discounted accommodation at the conference venue (from £215 inc VAT and continental breakfast), and for nearby accommodation, please visit: http://www.4cityhotels.com/sslroyalgardenmay2012.htmlAlways quote booking reference “140512THEA”

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No discounts apply. Learning labs are priced at £399 + VAT each.Only one discount is applicable per registration. In order to qualify for the early bird discounts, bookings must be received with payment before stated date.

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