Automate repair versus capitalize decisions across high-volume utility plant spend
Evaluate work orders, projects, and asset additions against the industry safe harbor methods utilities actually use, then classify every dollar as a deductible repair or a capital improvement. Integration with SAP S/4HANA Cloud and SAP ERP keeps plant, work order, and asset data aligned with tax, so classifications stay consistent, reviewable, and traceable from the original transaction to the final tax position.
By Lucasys Inc
Overview
Reduce manual effort across high-volume classification work
Replace disconnected data pulls and layered spreadsheets with automated intake and consistent classification logic. Tax teams spend less time assembling data and more time reviewing exceptions, shortening review cycles at every close and filing.
Defend every classification with a complete audit trail
Trace any tax position back through the rules applied, the reviewer decisions recorded, and the source transaction that produced it. Reproducible documentation supports regulatory filings and stands up to IRS and commission examination.
Quantify tax impacts before you file
See repair versus capitalize outcomes by company, line of business, asset class, and cost category as work is processed. Early visibility into drivers and anomalies supports forecasting, rate case support, and proactive planning.
Details
Solution type
Extensions and Add-ons
Industry
Oil, Gas, and Energy, Utilities, Telecommunications, Cross-Industry
Compatibility
Works with
Features
Track expense and capital outcomes across every line of business
The Repairs dashboard totals every work order as expense, capital, or undetermined, then breaks the result out by line of business. Select any line to open the decision tree behind it and see where its spend landed and why.
Configure a decision tree for each line of business
Every line of business runs its own sequence of tests, whether replacement, automatic capital, minimum cost safe harbor, betterment, or non-linear. Open any test to review the individual rules inside it, so the basis for each conclusion is always visible.
Support every conclusion with work order level detail
Detailed results list each work order with the test that decided it, the reason, the threshold applied, and the amounts compared. Save custom views, flag exceptions, and record an override reason wherever judgment applies.
Plans and pricing
Private Offer Edition
Design: Document business requirements; formalize conversion design; formalize configuration design; formalize integration design
Data conversion: Convert the most recent as-filed repairs calculation into Lucasys software
Configuration: Configure the applicable industry safe harbor method, including unit of property definitions, qualifying activity lists, and capitalization thresholds by line of business
Benchmark: Validate software results against previously computed repairs results in the system of record
Integration: Configure inbound work order, project, and asset addition feeds and outbound basis adjustments to tax depreciation
Unit testing and user acceptance testing: Perform integrated testing by vendor and end user
Deployment: Deploy application and data to production server
Design: Document business requirements; formalize conversion design; formalize configuration design; formalize integration design
Data Conversion: Convert most recent as-filed tax year into Lucasys software
Configuration: Configure all existing tax repair methods
Benchmark: Validate software results against previously computed results in system of record
Integration: Configure imports of work order detail
Unit Testing and User Acceptance Testing: Perform integrated testing by vendor and end user
Deployment: Deploy application and data to production server
Design: Document business requirements; formalize conversion design; formalize configuration design; formalize integration design
Data conversion: Convert the most recent as-filed repairs calculation into Lucasys software
Configuration: Configure the applicable industry safe harbor method, including unit of property definitions, qualifying activity lists, and capitalization thresholds by line of business
Benchmark: Validate software results against previously computed repairs results in the system of record
Integration: Configure inbound work order, project, and asset addition feeds and outbound basis adjustments to tax depreciation
Unit testing and user acceptance testing: Perform integrated testing by vendor and end user
Deployment: Deploy application and data to production server
Design: Document business requirements; formalize conversion design; formalize configuration design; formalize integration design
Data Conversion: Convert most recent as-filed tax year into Lucasys software
Configuration: Configure all existing tax repair methods
Benchmark: Validate software results against previously computed results in system of record
Integration: Configure imports of work order detail
Unit Testing and User Acceptance Testing: Perform integrated testing by vendor and end user
Deployment: Deploy application and data to production server
Technical Information
| Solution type | Extensions and Add-ons |
| Category | Tax Management |
| Industry | Oil, Gas, and Energy, Utilities, Telecommunications, Cross-Industry |
| Works with |
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The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Deployment |
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| Globalization |
Localized for business best practices This product has been localized to incorporate local business best practices (e.g. support for local currencies). |
| Operations |
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The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Security |
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| Compliance |
SOC 1 and SOC 2 A18:C26 This provider complies with relevant AICPA standards for internal controls over financial reporting and for information system security, availability, processing integrity, and confidentiality or privacy. |
| Privacy policy |
SAP's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner. |
Resources
Product Overview
Tax Management for SAP Environments
Tax Repairs Launch Announcement
Publisher
Lucasys Inc
Lucasys delivers software and technology-enabled services to empower finance, accounting, and tax professionals in asset-intensive industries to optimize the financial performance of their fixed assets and proactively meet changing regulatory and compliance requirements. With a core focus on rate-regulated utilities, Lucasys provides the industry and domain expertise utilities require to meet their business objectives.
