VAT Refund for Inactive-Batch Materials
Prepare a complete, audit-ready VAT refund for materials consumed in past periods.
What problem does it solve?
Finding the invoices of materials purchased and consumed in past periods — whose batches are no longer active — and linking them to a VAT refund report is done manually; the process is error-prone and incomplete. The refund entitlement is often left underused.
How does the solution work?
Conforcus's VAT refund solution matches past-period purchases to their invoices and automatically prepares a regulation-compliant VAT refund report. All consumed items are covered, regardless of batch activity status.
What changes in practice?
The solution brings together past-period material consumption read from MM goods movements and the purchase invoices recorded in invoice verification. For each consumed item the system finds the related purchase and its invoice document and matches them; whether the material's batch is still active today does not leave the item out of scope. From the matched records, a VAT refund report compliant with local VAT regulation is prepared automatically. Every line of the report rests on a consumption movement and an invoice document inside SAP.
For the tax and accounting team, refund preparation stops being a matter of searching for and sifting through old invoices one by one; their time goes into reviewing the prepared report. Because all consumed items are covered, the refund entitlement is not left underused on account of items that slipped through. For finance management, which purchases make up the refund amount becomes explainable document by document. When the basis of a line is questioned during an inspection, the related consumption movement and invoice document are traced from the report and shown, which is what makes the report audit-ready.
Benefits
- Refund entitlement fully captured, no item slips through
- Automated invoice matching ends manual sifting
- Audit-ready, traceable VAT refund report
Where it sits in SAP
Integrated with MM goods movements and invoice verification data; uses matching of past-period material consumption to invoice documents and VAT refund report generation. Compliant with local VAT regulation.
Who it is for: CFO, Finance Director, Tax & Accounting
Frequently asked questions
How are materials whose batches are no longer active included in the report?
Matching relies on past-period consumption movements and invoice documents, not on the current status of the batch. All consumed items are therefore covered, regardless of batch activity status. A material purchased and consumed in a past period is matched to its invoice and appears in the refund report even if its batch is no longer active.
What data does the matching rely on, and do invoices still have to be found manually?
The solution is integrated with MM goods movement and invoice verification data, and the system matches past-period material consumption to invoice documents. There is no need to search for invoices and sift through them one by one. The team's task becomes reviewing the automatically prepared report.
Is the report compliant with regulation, and how is the basis of a line shown in an inspection?
The VAT refund report is prepared in line with local VAT regulation. Its items rest on consumption and invoice documents inside SAP, which makes them traceable. When a line is questioned in an inspection, the related documents are traced from the report and shown.