Audit and Certification of SAP Migrations in the Tax Domain

Audit in accordance with compliance requirements for the secure migration of tax data

Migrating tax-related data and parameters is a complex process.

Errors during transfer can lead to incorrect tax calculations and significant risks.

In addition, compliance requirements must be adhered to. If data is transferred incompletely or incorrectly, the integrity of the accounting records is at risk.

Another challenge lies in ensuring data integrity and traceability. Without structured testing, there is a risk of data loss, faulty mapping rules, or missing documentation.

Furthermore, the frequent time pressure in migration projects increases the likelihood that quality assurance measures are neglected.

Auditors and tax authorities increasingly require comprehensive process documentation of the migration as part of their audits to assess, among other things, whether:

the correct transfer of tax data and parameters has been ensured,
sufficient test cases for tax processes have been successfully completed, and
a proper customizing of the tax determination has been implemented in the new system.

KMLZ supports you with an audit throughout the individual migration phases to ensure that tax requirements are fully considered at all times.

The basis is a recognized international auditing standard that ensures the individual phases of the migration can be reviewed both during the project and after its completion.

We offer you two support options:

We accompany the individual steps of the migration, review the implementation of tax requirements in real time, and identify potential risks early. This ensures that errors are avoided and compliance is maintained at all times.

This option includes a comprehensive analysis of the completed migration. We check whether the transfer of tax data and settings was carried out correctly, whether the current system configurations comply with tax requirements, and whether the effectiveness of the implemented processes can be reliably demonstrated.

The goal of both approaches is to ensure that the migration of tax data and settings is properly executed and its effectiveness can be reliably proven.

The following migration phases are distinguished as part of the audit:

Review of the migration concept: Are tax-relevant data and structures fully defined?
Verification of the target specification: Consideration of tax and legal requirements
Assessment of project organization and internal control system

Review of functional and technical specifications for tax processes
Verification of settings for tax logic and chart of accounts

Validation of test migration results and review of data mapping for tax content
Check completeness and accuracy of migrated tax data

Review of transition to productive operation and examination of process documentation.

As proof and documentation of the audit, we issue a certificate in accordance with the auditing standard. This creates transparency and security for all project stakeholders.