MDET - User Training Material - R2 v2

Medical Device Excise
Tax (MDET)
User Training
Release 2
Medical Device Excise Tax (MDET)

Topics Covered
Topic
Page
1.Executive Summary
2.System Overview
1.Accessing the KPMG MDET Processing System
2.Definitions
3.System Navigation
1.Navigation Overview
2.Home Page
10
3.Manage Tax Payments Period Page
11
4.Reporting
13
5.Entity View
18
4.System Processing Logic
19
1.MDET System Process Flow
20
2.List of Input Data Files
21
3.Architecture Diagram
22
4.Upload Process
23
5.Processing Order
24
6.Validation
25
7.Allocations and Tax Calculation Processing
26
2013 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent
member firms affiliated with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved.
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Topics Covered (continued)
Topic
Page
8.Allocations
27
9.Allocation Rules Overview
28
10.Tax Calculations
29
11.Managing Tax Periods
34
5.Reporting Overview
37
1.MDET Tax Preparation Summary Report
40
2.MDET Invoice Line Detail Reports
50
3.MDET Tax Invoice Line Detail Report
53
4.MDET Credit Invoice Line Detail Report
60
5.Sales Invoice Line Detail Report
66
6.Data Inquiry / Information Review Reports
69
7.File Status Reporting
77
8. MDET File Upload Status Grid
80
6. Appendix
1.MDET File Creation Template
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94

Executive Summary
Affordable Care Act Section 4191, which is effective from January 1, 2013, imposes tax on the
sale of any taxable medical device by the manufacturer or importer.
The Medical Device Excise Tax (MDET) applies to the sale of certain medical devices by the
manufacturer or importer of the device in an amount equal to 2.3 percent of the sale price.
The solution computes MDET based on client's supply chain transactions and allocations of
waterfall items in accordance with IRS regulations and related guidance necessary to compute the
taxable amount.
The MDET solution is hosted within the KPMG private cloud. Users can access the application
through a web-browser.
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Tax (MDET)
System Overview

Accessing KPMG MDET Processing System
1. User logins
To access KPMGs MDET system, user login ids will need to pre-provisioned in KPMGs Membership Services
module. The appropriate access credentials and security permissions need to be established prior to logging into the
system.
New users should contact the MDET coordinator.
MDET coordinator will contact KPMG service desk with a completed new user setup form.
Service desk will inform the new users with instructions to access the system.
2.
System URL
KPMG MDET System can be accessed via the following URL.

https://mdet.us.kpmg.com
3. Supported Web-browsers
Internet Explorer (IE 7, 9)
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Accessing KPMG MDET Processing System (cont.d)
4. Role Based Security Permissions

Currently all users have the same access profiles and permissions.
Role based user security will be incorporated into the system in a future release.
5. Entity Based Views

All the information and data displayed on various screens is pertinent to a single entity.
Users are presented with a list of entities, which they are authorized for and will have the ability to select an entity to
view.
This functionality is explained further in the System Navigation section.
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Definitions
7
Definitions
No
Acronym
Definition
MDET (Medical Device Excise Tax)
Section 4191 imposes tax on a manufacturers or importers sale of

a taxable medical device
CSP (Constructed Sale Price)
Section 4216 (b)(2) provides a special rule under which a

manufacturer shall determine a constructive sale price for his sales
of taxable articles at retail, and to retail dealers, under certain
conditions.
Customer
Wholesale Distributor, Retailer or End-User to whom the client sells

products
Client
Entity liable for MDET. Could be a medical manufacturer or importer

of medical devices. A manufacturer includes any person that
produces a taxable article. An exporter brings a device into the
United States from a source outside the United States.
Taxable Basis
Tax is based on sale price and, generally, sale price is the price
(consideration) for which a taxable medical device is sold. In certain
cases, a constructed sale price is substituted for price for which
the device is sold.
Active Quarter (Active Period)
The quarter for which MDET calculations are being processed.
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Tax (MDET)
System Navigation

Navigation Overview
This section explains the various pages and links available in the application. Listed below are the various links
available to a user:
Home Link at the top right corner can be clicked to return to the home page from any other part of the application.
Manage Tax Periods Displays the current status of the Quarter Period, as well as the key dates associated with
the closing or the date the quarter was marked as filed.
Reports Enables users to run several types of reports through a series of drop-downs.
Entity Users can view a list of entities (permitted for this user) in the Entity drop-down menu and select entities
from this drop-down to view data related to the selected entity and run reports.
Help Link is available in the top right corner of the screen, will include general information about the application.
Logoff Link located in the top right corner of the screen can be clicked to exit the application.
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Navigating through KPMG MDET Processing System
1. Home Page
This page is a placeholder for dashboards and advanced functionality in future releases.
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Navigating through KPMG MDET Processing System (cont.d)
2. Manage Tax Payment Periods Page
The Manage Tax Payment Periods page displays the status of current and prior Quarter periods beginning with the current
Quarter, as well as the key dates associated with the closing or filing of the Quarter.
Manage Tax Periods Grid has the following columns:
Quarter - Current and prior Quarter Periods beginning with the current Quarter.
Period Start Date - The Period Start Date displayed is the start date of the quarter.
Period End Date - Period End Date displayed is the end date of the quarter.
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Navigating through KPMG MDET Processing System (cont.d)
2. Manage Tax Payment Periods Page (continued)
Automatic Close Date The Automatic Close date displays the date on which the quarter will be Closed by the
system if it is not manually closed, which is typically one month following the quarter end date. If a quarter is re-opened,
the user will be prompted to select a new Automatic Close Date, which can be set for a maximum of 60 days following
the current date. Once a quarter period is re-opened and a new Automatic Close Date is set, the new date will display in
the appropriate column in the grid and the quarter will be automatically Closed on that date if it is not manually closed
at an earlier date.
Status The Quarter Period can be Open, Closed or Filed. User may select to set status of a Quarter to Closed.
Users may also Re-Open a Closed Quarter which the user will be prompted to select an Automatic Close Date
Allocations Current? The grid also displays the current status of the quarter (as Open, Closed, or Filed). The grid
also visually displays if the allocations for the quarter are current () or not current (X).
Closed Date The Closed Date will display the date in which the quarter status was changed to Closed, whether
automatically or manually.
Filed Date The Filed Date will display the date in which the quarter status was changed to Filed.
Update the Period Status This drop-down functionality enables users to Close or Re-open or File a selected
Quarter Period.
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Reports Management
3.
Reporting
Users have the ability to run multiple reports from the KPMG MDET Processing System. The reports can be accessed by
hovering over the Reports drop down in the top center section of the site and selecting the desired report.
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Reports Management
3.
Reporting (continued)
For instance, select the File Upload Status report and a new report window will display with the filter information.
Select the FileType and UploadStatus as Select All and enter a desired date range. Click on the View Report
button to display the contents of the report.
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Reports Management
3.
Clicking on the Open link displays the details of the Input File.
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Reports Management
3.
Clicking on the Export icon displays the different file formats available to extract the report contents.
Selecting a desired file format opens a new file (of chosen format type) and displays the report contents.
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Reports Management
3. Reporting (continued)
Report Types
Tax Preparation Reporting - The MDET processing tool enables users to generate reports that can be used as an
input to the Clients tax preparation and reporting process. These reports provide key figures used in the creation of
estimated payments (deposits) and quarterly returns.
Invoice Line Detail Reporting Users may generate reports on a more granular level, down to the invoice line item.
This report allows users to review the data used to calculate key figures such as the In Period Medical Device Excise
Tax, any Out of Period Tax Readjustments, or Total Sales for each line item.
Data Inquiry / Information Review - The MDET processing tool enables users to perform inquiries on the production
data which was used to calculate estimated payments and returns.
File Status Reporting Users may view the status of files which have been submitted to the tool for processing.
These reports inform users on successful data loads, start and finish times, and data errors or warnings encountered.
Sales Tieout Reporting Users may compare sales and adjustments as recorded in the MDET Processing Tool to
sales and adjustments recorded in the entitys financial systems. The report will provide key sales figures taken from
the MDET Processing Tool for trade and affiliate sales as well as rebates, freight and other adjustments recorded.
MDET Tax/Sales Product Transfer Detail Reporting Users may generate reports which will provide the key figures
used in the creation of estimated payments (deposits) and quarterly returns.
Transfer Allocation and Analysis Reporting - Users may generate reports to compare actual sales at the sales
company to the estimates sales used to categorize material transfers for MDET purposes from the Manufacturer to the
sales company.
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Navigation Overview
4. Entity View
This functionality is situated on the top right corner and is available on all screens.
A list of entities is available to users on the top right corner of the Home page.
Only the entities allowed to view by each user is permitted in the drop-down list.
Users can make a selection from this drop-down menu.
All data and information on the Manage Tax Payments Period and Reports screens is related to the chosen entity.
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Tax (MDET)
System Processing Logic

MDET System Process Flow
Upload Input
Files
Allocations and Tax Calculations Processing
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Reports
20

Upload Input Data Files
Upload Input
Files
Reports
1. List of Input Data Files Uploaded by Client

Master Data Files
Customer master data file Details of customers to which products were ultimately shipped to for each entity.
Product master data file Details of all products for a given entity.
Entity master data file Onetime set up file having entity details.
Transaction Data Files

Invoice Transaction data file Contains invoice transaction details.
Adjustment file Contains several type adjustments (such as insurance, installation, training, quickpay discount etc)
Shipping information file Details of transportation expenses.
Rebates information file Details of rebates granted to customers.
LRP transaction data file Contains Lowest Regular Price (LRP) sales amounts and transfer sale percentage
estimates, by ProductID, by Entity.
Transfer transaction data file Includes Manufacturer Entity Transfer detail information, with indicator of which Sales
Company was the recipient.
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Architecture Diagram
Upload Input
Files
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Reports
22

Upload Input
Files
2.
Reports
Upload process
Automated All input files can be uploaded to KPMG MDET system from an automated client system
such as MBOX, MFT and Ipswitch File Transfer.
Manual upload Input files can also be uploaded by users into the KPMG MDET system via secure FTP.
SFTP file location (KPMG) sftp.us.kpmg.com

Users can manually upload encrypted and zipped Input Files using FTP or SFTP protocols compliant
client software.
The login and password credentials for accessing the KPMG SFTP location can be obtained from the
KPMG MDET coordinator.
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Upload Input
Files
3.
Reports
Processing order
Multiple files in one zip container
When a zip containing multiple files are uploaded, the files are unzipped and processed in the following
order:
Customer master file
Product master file
Invoice transaction file
LRP transaction file
Transfer transaction file
Freight file
Rebate file
Adjustments file
Single file in zip container

When a zip containing single file is uploaded, the files are unzipped and processed in the order they are
uploaded.
To increase the likelihood of successfully processing, the input files must be uploaded to the tool in the
above order.
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Upload Input
Files
Reports
4. Validation
All data in the input files received are validated by the KPMG MDET system with the following business rules defined
in the functional specifications for Client Input Data Processing document.
Some examples of the business rules are :
Data referential integrity check

Required fields validation
Validation of numeric values for numeric fields
Character length validation
Expected values check
Input data file upload status:

Clients can view the status of each file uploaded in the tool via File Status Upload Report.
Users can determine which file uploads were successful and which were unsuccessful. It also gives
the details of the data errors encountered during an unsuccessful upload.
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System Processing
Upload Input
Files
Reports
Allocations and Tax Calculation Processing
Allocations and Tax calculations are processed every 4 hours starting 12 a.m. Processing schedule sequence is
below:
12 a.m., 4a.m., 8a.m., 12p.m., 4p.m., and 8p.m.
The allocations routines are run depending on the input data files that were uploaded since the last run. For e.g. if
only Shipping file was uploaded since the previous processing, then only the shipping allocation routine will be
processed. However tax calculations routines will be processed every 4 hrs if any new input data files have been
uploaded.
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Allocations
Upload Input
Files
Reports
1. Allocations
The various allocations that are processed and are applied proportionally to applicable Invoice Line Items prior to
calculating the MDET tax are:
Allocations paid by Client [Expense]

Shipping charges paid by client
Product rebates paid by client
Performance rebates paid by client
Adjustment charges paid by client
Discounts granted to customer at the time of sale
Discounts granted to customer after sale
Allocations paid by Customer [Revenue]

Shipping charges paid by customer
Adjustment charges paid customer
Total Allocation Amount = Allocations paid by Customer - Allocations Paid by Client
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Allocations
Upload Input
Files
Reports
2. Allocation Rules Overview
Period Start Date and Period End Date on the header of the allocation input data files determine the period in which
the financial activity has occurred.
FromAdjustmentDate and ToAdjustmentDate on the adjustments input file determines the period to which this
financial activity will be applied. These dates are defined as FromRebateInvoiceBillingDate and
ToRebateInvoiceBillingDate on rebates input file and as FromShippingDate and ToShippingDate on shipping input
file.
Rebates
Rebates received in current or active quarter can be processed.
Rebate IDs for closed or filed periods can not be updated.
The amount paid by the client may be captured at the entity level, customer level, invoice level or invoice line
item level.
Rebates paid to the customer are Product Specific and Customer Performance allocated.
Shipping
Shipping Charges paid by the customer are stated within the invoice as a separate line item or a single charge
need to be allocated to every applicable item on the invoice.
Shipping Charges paid by the client may be captured at entity level, invoice level, or invoice line item level.
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Allocations (Continued)
Upload Input
Files
2.
Allocation Rules Overview
Adjustments
Reports
Allocation of Insurance, Installation and other adjustments paid by the customer need to be allocated to every
applicable item on the invoice.
Allocation of Insurance, Installation and other adjustments paid by the client can be received on the entity
level, invoice level, and invoice line item level.
Allocation of adjustment charges paid by customer and allocations of adjustment charges paid by the client
can occur, and will need to be allocated, for the same transaction. That is, both allocations for adjustment
charges paid by the customer and allocations for actual adjustment costs paid by the manufacturer/importer
entity will need to be allocated.
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In Period Tax Processing
Upload Input
Files
Reports
3. Tax Calculations
MDET tax determination for in-period invoices for each invoice line item is as follows:
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In Period Tax Processing
Upload Input
Files
Reports
3. Tax Calculations (continued)

(In-Period Invoices)
All invoices that were received in the quarter (identified using the Period Start Date and Period End Date) are selected
for processing.
Invoice Line Items that are Service, Discount, Warranty and Freight are not, themselves, subject to MDET but may be
allocated to device line items that are subject to MDET.
The constructed basis is calculated for all Invoice Line Items.
Total Allocation Amount is calculated for each item.
Taxable basis, based on scenarios, is calculated.
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Out of Period Tax Processing.
Upload Input
Files
Reports
3. Tax Calculations
MDET out of Period Tax Credit
process for all applicable
invoices that received an out
of period allocation is as
follows:
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Upload Input
Files
Reports

(out-of-Period Invoices)
All invoices with out of period allocations and for which MDET tax was paid, are selected for
processing.
For each selected line item, the following is calculated
Cumulative Out of Period Allocation
Current Out of Period Allocation
Cumulative MDET Tax Credit
Constructed Price Benefit
If the Cumulative Out of Period Allocation > or = Constructed Price Benefit then MDET tax credit
for each item is calculated and a check whether the sum of MDET tax credit and Current Quarter tax
credit exceeds the MDET tax paid, is made. If so then the MDET tax credit for the current quarter is
updated and stored else the Current Quarter tax credit is retained and stored.
If the Cumulative Out of Period Allocation < Constructed Price Benefit, then Total Out of Period
Allocation is calculated and compared against the Constructed Price Benefit, to check if it is in
excess. If so, then the Current Quarter MDET tax credit is calculated. If not, Current Quarter tax
credit is set to zero.
If the sum of Cumulative MDET Tax Credit and Current Quarter MDET Tax Credit > MDET Tax,
then the MDET tax credit for the current quarter is updated and stored. If not, the Current Quarter tax
credit is retained and stored.
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Upload Input
Files
Reports

(out-of-Period Invoices)
Derived Terms
Cumulative Out of Period Allocation is the total of all Out of period Allocations received
in the prior quarters (MDET Tax Excluded if applicable)
Current Out of Period Allocation is the total of all out of period allocation received in the
current quarter (MDET Tax Excluded if applicable)
Cumulative MDET Tax Credit is the total of all prior quarter MDET Tax Credit for the line
item
Constructed Price Benefit = [Taxable Basis*(1 -Scenario multiplier)]
(Note: Scenario multiplier is based on the Invoice Line Item Scenario)
Total Out of Period Allocation is obtained by adding Cumulative and Current Out of
Period Allocations.
If Cumulative Out of Period Allocation > or = Constructed Price Benefit
MDET Tax Credit for current quarter = Current Out of Period Allocation * Tax Rate
If Total Out of Period Allocation > or = Constructed Price Benefit
MDET Tax Credit for current quarter = (Total Out of Period Allocation
Constructed Price Benefit) * Tax Rate
If the Cumulative MDET Tax Credit + Current Quarter MDET Tax Credit > MDET Tax
MDET Tax Credit for current quarter = MDET Tax Cumulative Tax Credit
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Managing Tax Periods
Upload Input
Files
Reports
4. Managing Tax Periods

Manage Tax Payment Period Page on the application displays the status of the allocation and calculations process. It also
displays the status of current and prior Quarter periods beginning with the current Quarter, as well as the key dates associated
with the closing or filing of the Quarter.
Allocations current?
The Manage Tax Payment Period page visually displays if the allocations for the quarter are current () or not current
(X).
If all allocations have been run and completed, the field will display a green check mark () icon.
If all allocations have not been run and completed, the field will display a red X.
Opening a period
The System will automatically Open a Quarter Period on the Period Start Date. The System can now accept input
files to be uploaded for the newly opened period.
When a status is labeled as Open, data relating to that quarter is active and can be accessed and modified, input
files can be imported and adjusted, and allocations and calculations can be run and updated.
Users have the capability to run reports on Open quarters data.
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Upload Input
Files
Reports
4. Managing Tax Periods (continued)

Closing a period
If there are any pending allocations or tax calculations, the quarter period status will change to Closed (automatically
or as manually updated by the user) and then all allocations and tax calculations will run.
A user can only manually close a quarter period if the current date is a date later than the Period End Date. When a
status is labeled as Closed, data relating to that quarter cannot be modified, data files cannot be imported or adjusted for
that quarter, and calculations cannot be changed.
While rebate and adjustment data can and will be allocated to Out of Period invoice transactions, no files can be
imported and no tax calculations can be performed on Closed quarters.
Users have the capability to run reports on Closed quarters data.
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Upload Input
Files
Reports
4. Managing Tax Periods (continued)

Filing a period
Once a quarter period is Closed the user has the ability to change the status to Filed by selecting the radio button
next to the desired quarter period and choosing Filed under the Update the Period Status drop down menu.
Quarter periods can only be changed to the status of Filed if the quarter is closed and if the current date is a date
after the Period End Date.
When the quarter period status is Filed, the quarter period is permanently locked, data file import and processing is
prohibited, and users will not have the ability to re-open the quarter period.
Users have the capability to run reports on Filed quarters.
Future functionality is contemplated which will allow users to create an Amended Return Period, the starting point for
which is the data version created when the Quarter Period was marked Filed.
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Tax (MDET)
Reporting Overview
Reporting Overview
MDET Reporting falls into the following categories:
1.
Tax Preparation Reporting

Can be used as an input to the Clients tax preparation and reporting process.
Provide key figures used in the creation of estimated payments (deposits) and quarterly returns.
2.
Invoice Line Detail Reporting

Enables users to generate reports on a more granular level, down to the invoice line item.
Allows users to review the data used to calculate key figures such as the In Period Medical Device Excise Tax,
Out of Period Tax Readjustments, or Total Sales for each line item.
3.
Data Inquiry / Information Review

Enables users to perform inquiries on the production data which was used to calculate estimated payments and
returns.
Allows users to detail review, field for field, data imported into the system.
4.
File Status Reporting

Enables users to view the status of files that have been submitted to the tool for processing.
Informs users on successful data loads, start and finish times, and data errors or warnings encountered.
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Reporting Overview (continued)
5. Sales Tieout Reporting
Enables users to compare sales and adjustments as recorded in the MDET Processing Tool to sales and adjustments
recorded in the entitys financial reporting systems.
Provides the key sales figures taken from the MDET Processing Tool for trade and affiliate sales as well as the
rebates, freight and other adjustments recorded.
6. Product/Sales Transfer Detail Report
The report will provide the key figures used in the creation of estimated payments (deposits) and quarterly returns.
The report will show the elements used to determine the MDET Tax and Sales amount for each unique ProductID,
BatchNumber, and SalesEntityID combination.
7. Transfer Allocation and Analysis
Enables the user to compare Actual Sales at the Sales Company to the Estimated Sales used to categorize material
Transfers for MDET purposes from the Manufacturer to the Sales Company.
The Report will also analyze deficit or excess export quantities and calculate any necessary MDET due or MDET
refund available.
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Reporting Scope
Reporting Capabilities
The following items have been identified as being in scope for Release 1 of the application:
Reporting at the single entity level (based on EntityID)
Reporting supports bi-monthly estimated payments
Reporting supports quarterly tax returns
Reports can be displayed online
Report can be downloaded to the local workstation, either in Adobe PDF or Microsoft Excel
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Reporting
MDET Tax Preparation Summary Report
MDET Tax Preparation Summary Report - Overview

Provides users with an overall summary of the sales, allocations, constructed price, taxable basis, tax and tax credits
for transactions subject to MDET for each time period being reported.
Summarizes
Total Sales amounts
In Period sales and tax figures
Out of Period allocations and applied credits
Allows users to click through on key figures to view the Invoice Line Details report (discussed later).
Provides users with a summary of the key figures which may be used in the creation of estimated tax payments and
returns for each quarter.
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MDET Tax Preparation Summary Report - Allocation

Status
Allocation Status for Reporting
Current defined Allocations and tax calculations for a period are current if there have not been any files
uploaded for the period any time after a scheduled or manual allocation and tax calculation process has run.
Warning Message
If the data allocations and tax calculations are current, the system displays the message Allocations and tax
calculations are current on the reports page.
If the data allocations and tax calculations are NOT current, then the system displays the message Allocations
and tax calculations are pending for the current quarter on the reports page.
When a user initiates a report:
If data allocations and tax calculations status are current The report will generate as requested.
If the data allocations and tax calculations status are NOT current
The user will receive a warning message with the option to do ONE of the following:
Continue the report generation using the production data as-is (NOT RECOMMENDED)
Cancel the report
If the user chooses to run the report using noncurrent data allocations and tax calculations, the report is
generated and will display the text Warning: Allocations Are Not Current on the report.
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MDET Tax Preparation Summary Report - Filters

Users have the ability to filter the MDET Tax Preparation Summary Report by the following:
Year
Quarter
Date Range
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MDET Tax Preparation Summary Report- Column Details

Period Status displays if the period is Open, Closed, Filed, or N/A (used for
quarters prior to being open for the first time).
Filed Date displays the date that the Period Status was changed to Filed, if applicable.
Supply Chain Group displays the Supply Chain Scenario that the Customer falls under
for MDET purposes.
Scenario 1 sale to Unrelated Retailer
Scenario 2 sale to Unrelated End User
Scenario 3 sale to Related Retailer
Scenario 4 sale to Related End User
Note: Release 1 supports Scenarios 1 and 2 only
Customer Account Group displays the Customer Account Group that the Customer
falls under for MDET purposes.
Retailer
End User
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MDET Tax Preparation Summary Report Column Details

Sales Subject to MDET
Displays the total of the sales that are subject to MDET for all invoice lines meeting
the data selection criteria.
Clicking on this field will generate the Sales - Invoice Line Detail report.
Calculated Value = Extended Price + Sales Tax
In Period Allocations
Displays the total of all In Period adjustments that have been allocated for all invoice
lines meeting the data selection criteria.
Clicking on this field will generate the MDET Tax - Invoice Line Detail report.
MDET Excluded
Displays the medical device excise tax that has been excluded from the MDET
calculation, if the MDET is not separately stated.
The formula in section 48.4216(a)-2(a)(2) is used to compute the tax-excluded price.
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Constructed Price
Displays the total extended price, plus applicable sales tax, plus or minus total
allocations, minus applicable MDET included amount for all invoice lines meeting the
data selection criteria.
Calculated Value = Sales Subject to MDET +/- In Period Allocations MDET
Excluded
Scenario Multiplier displays the configured percentage, based on supply chain scenario,
used to calculate the taxable basis for all invoice lines meeting the data selection criteria.
Taxable Basis
Displays the total amount used as the base for the Medical Device Excise Tax
computation for all invoice lines meeting the data selection criteria.
Calculated Value = Constructed Price * Scenario Multiplier
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Tax Rate displays the configurable rate of excise tax.
MDET
Displays the total Medical Device Excise Tax due for all invoice lines meeting the data
selection criteria.
Current Out of Period Allocations

Displays the total of all Out of Period allocations for the quarter period.
Out of Period allocations are price readjustments that have been credited to the
purchasers account with respect to a medical device sale in a quarter period prior to
the current quarter period.
Clicking on this field will generate the MDET Credit - Invoice Line Detail report.
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Out of Period Applied to Credit
Displays the total of the Out of Period allocations that are allowed to calculate the
MDET Credit for the quarter period.
Certain thresholds, such as the Constructed Price Benefit, need to be surpassed in
order for Out of Period readjustments to apply for a credit.
Net MDET Credit
Displays the total Medical Device Excise Tax credit that can be claimed for the quarter
period.
Net Tax
Displays the net MDET tax amount for the period.
Note: This amount is to be used for informational purposes only.
Calculated Value = MDET + Net MDET Credit
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Reporting
MDET Invoice Line Detail Reports
MDET Invoice Line Detail Reports - Overview
MDET Invoice Line Detail Report

Enables users to generate reports on a more granular level, down to the invoice line item.
Group of reports includes 3 types that allow users to review the data used to calculate key figures:
MDET Tax Report for details on In Period Medical Device Excise Tax
MDET Credit Report for details on Out of Period Tax Readjustments
Sales Report for details on Total Sales for each line item
Allocation Status similar to the Tax Prep Report, the user will receive a warning message and option to continue
with or cancel report generation if allocations and tax calculations are not current.
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MDET Invoice Line Detail Reports - Filters

MDET Invoice Line Detail Report
For all 3 reports in the Invoice Line Detail Reporting group, the user has the ability to filter the report by choosing or
entering the following:
Operating Company Code
Invoice ID
Invoice Date Range
Customer ID
Customer Account Group
Product ID
The option to include, exclude, or display only:
Non FDA listed medical devices
Cancelled, zero, return, debit, or credit invoices
Invoices excluded from MDET calculation
Products excluded from MDET calculation
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Reporting
MDET Tax Invoice Line Detail Report
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MDET Tax Invoice Line Detail Report Column Details

Total Sales displays the total sales for the invoice line meeting the data selection criteria.
ADJ01 Installation
Displays the total of all In Period installation adjustments that have been allocated to
the invoice line meeting the data selection criteria.
Installation allocations can originate from:
Invoice line items (revenue side)
Adjustment input files indentified as ADJ01 (expense side)
ADJ02 Insurance
Displays the total of all In Period insurance adjustments that have been allocated to
the invoice line meeting the data selection criteria.
Insurance allocations can originate from:
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ADJ03 Discounts
Displays the total of all In Period discount adjustments that have been allocated to the
invoice line meeting the data selection criteria.
Discount allocations can originate from:
Invoice line items
Invoice header information
Adjustment input files indentified as ADJ03
All discount allocations will reduce the tax basis.
ADJ04 Quick Pay
Displays the total of all In Period Quick Pay discount adjustments that have been
allocated to the invoice line meeting the data selection criteria.
Quick Pay discount allocations can originate from adjustment input files indentified as
ADJ04.
Quick Pay discount allocations will reduce the tax basis.
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ADJ05 Other
Displays the total of all In Period other adjustments that have been allocated to the
Other allocations can originate from:
Shipping
Displays the total of all In Period shipping adjustments that have been allocated to the
Shipping allocations can originate from:
Invoice header information (revenue side)
Shipping adjustment input files (expense side)
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Rebates
Displays the total of all In Period rebate adjustments that have been allocated to the
Rebate allocations can originate from rebate adjustment input files.
Rebate allocations will reduce the tax basis.
Total In Period Allocations displays the total of all In Period adjustments that have been
allocated for the invoice line meeting the data selection criteria.
MDET Excluded
Displays the medical device excise tax that has been excluded from the MDET
calculation, if the tax is not separately stated, for the invoice line meeting the data
selection criteria.
The formula in section 48.4216(a)-2(a)(2) is used to compute the tax-excluded price.
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Constructed Price displays the total extended price, plus applicable sales tax, plus or
minus total allocations, minus applicable MDET included amount for the invoice line meeting
Calculated Value = Total Sales +/- In Period Allocations MDET Excluded
Scenario Multiplier displays the configured percentage, based on supply chain
scenario, used to calculate the taxable basis for the invoice line meeting the data selection
criteria.
Taxable Basis displays the total amount used as the base for the Medical Device Excise
Tax computation for the invoice line meeting the data selection criteria.
Tax Rate
Displays the configurable rate of excise tax for the invoice line meeting the data
selection criteria.
If an invoice line is not subject to MDET the tax rate will be 0.0%.
MDET displays the total Medical Device Excise Tax due for the invoice
line meeting the data selection criteria.
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Reporting
MDET Credit Invoice Line Detail
Report
MDET Credit Invoice Line Detail Report
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MDET Credit Invoice Line Detail Report Column Details

Constructed Price displays the total extended price, plus applicable sales tax, plus or
minus total allocations, minus applicable MDET included amount for the invoice line meeting
Calculated Value = Total Sales +/- In Period Allocations MDET Excluded
Scenario Multiplier displays the configured percentage, based on supply chain scenario,
used to calculate the taxable basis for the invoice line meeting the data selection criteria.
Taxable Basis displays the total amount used as the base for the Medical Device Excise
Tax computation for the invoice line meeting the data selection criteria.
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Constructed Price Benefit
Displays the amount by which the Constructed Price was reduced in order to calculate
the Taxable Basis for the invoice line meeting the data selection criteria.
With respect to MDET based on a constructed price, a price readjustment is allowable
only to the extent that the readjusted price is lower than the constructed sale price on
which that tax was based.
MDET displays the total Medical Device Excise Tax due for the invoice line meeting the
data selection criteria.
Received in Current Period Rebates
Displays the total of Out of Period rebate allocations paid in the current period
against prior period sales for the invoice line meeting the data selection criteria.
Out of period rebate allocations originate from rebate input files. Rebate allocations
will reduce the tax basis.
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Received in Current Period Discounts
Displays the total of Out of Period discount allocations paid in the current period against
prior period sales for the invoice line meeting the data selection criteria.
Out of Period discount allocations originate from Discount adjustment input files.
Discount allocations will reduce the tax basis.
Allocations from Prior Periods
Displays the total Out of Period allocations, for the invoice line meeting the data selection
criteria, which were paid in prior periods.
This can include both Out of Period rebate and Out of Period discount allocations.
Total Allocations displays the total of all Out of Period adjustments that have been
allocated for the invoice line meeting the data selection criteria.
Net Allocations Available After Benefit displays the net amount of allocations that have
exceeded the Constructed Price Benefit for the invoice line meeting the data selection criteria.
Credit Before MDET Cap displays the MDET Credit based on the amount of allocations
that exceed the Constructed Price Benefit, without a comparison to the amount of MDET that was
paid for the invoice line meeting the data selection criteria.
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Cumulative Prior Period Credit Applied displays the cumulative amount of MDET
Credit from prior periods for the invoice line meeting the data selection criteria.
Net Credit Applied displays the total Medical Device Excise Tax credit that has been
applied to the invoice line meeting the data selection criteria.
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Reporting
Sales Invoice Line Detail Report
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Sales Invoice Line Detail Report Column Details

Unit Price displays the price per unit for the invoice line meeting the data selection
criteria.
Quantity displays the quantity of units sold for the invoice line meeting the data selection
criteria.
Extended Price displays the extended price for the invoice line meeting the data
selection criteria.
Calculated Value = Unit Price * Quantity
Sales Tax displays the total amount of sales tax, per line item, for the invoice line
meeting the data selection criteria.
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Reporting
Data Inquiry / Information Review
Reports
Data Inquiry / Information Review Reports - Overview
Data Information Review Reports

Enable users to perform inquiries on the master data used to calculate estimated payments and returns.
Following the Input file specifications, the following six (6) Data Inquiry/Information Review reports are available in the
KPMG MDET Processing System:
Customer Data
Product Data
Invoice Data
Adjustment Data
Shipping Data
Rebate Data
Each report will have the same columns/fields as described in the Input File Specifications.
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Data Information Review Customer Data - Filters
Data Information Review Reports Customer Data

Provides users with customer information that has been previously uploaded to the system and may have been used to
calculate MDET.
The user has the ability to filter the report by the following:
Customer ID users can select to display all customer IDs or enter one customer ID.
Quarter users can select to display multiple quarters.
Year users can select to display multiple years.
Customer Account Group users can select to display Retailers, End Users, or both.
Related Customer users can select to display Related customers, Unrelated customers, or both.
Default Export Customer users can select to display customers that are defaulted as export customers,
domestic customers, or both.
Default Manufacturer Customer users can select to display customers that are defaulted as manufacturer
customers, non-manufacturer customers, or both.
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Data Information Review Product Data - Filters
Data Information Review Reports Product Data

Provides users with product information that has been previously uploaded to the system and may have been used to
calculate MDET.
Product ID users can select to display all product IDs or enter one product ID.
FDA Listed users can select to display FDA Listed devices, non-FDA Listed devices, or both.
Product Types
Instrumentation Products
Service Products
Freight Products
Warranty Products
Discount Products
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Data Information Review Invoice Data - Filters
Data Information Review Reports Invoice Data

Provides users with detailed invoice transaction information that has been previously uploaded to the system and may
have been used to calculate MDET.
Date Range users can select a date range to display invoice transactions, based on Invoice Date.
Invoice ID users can select to display all invoice IDs or enter one invoice ID.
Profit Center users can select to display all profit centers or enter one profit center.
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Data Information Review Adjustment Data - Filters
Data Information Review Reports Adjustment Data

Provides users with detailed adjustment allocation transaction information that has been previously uploaded to the
system and may have been used to calculate MDET.
Date Range users can select a date range to display adjustment transactions, based on:
FromAdjustmentDate for Data Identification IDs of ADJ01, ADJ02, and ADJ05
PaymentDate for Data Identification IDs of ADJ03 and ADJ04
Data ID users can select to display all Data IDs or enter one Data ID.
Adjustment ID users can select to display all adjustment IDs or enter one adjustment ID.
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Data Information Review Shipping Data - Filters
Data Information Review Reports Shipping Data

Provides users with detailed shipping allocation transaction information that has been previously uploaded to the system
and may have been used to calculate MDET.
Date Range users can select a date range to display shipping transactions, based on FromShipDate.
Shipment ID users can select to display all shipment IDs or enter one shipment ID.
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Data Information Review Rebate Data - Filters
Data Information Review Reports Rebate Data

Provides users with detailed rebate allocation transaction information that has been previously uploaded to the system
and may have been used to calculate MDET.
Date Range users can select a date range to display invoice transactions, based on PaymentDate.
Rebate ID users can select to display all rebate IDs or enter one rebate ID.
Product Specific users can select to display rebates that are product specific, not product specific, or both.
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Reporting
File Status Reporting - Overview

Enables users to view the status of files which have been submitted to the tool for processing.
These reports inform users on:
Start and finish times
Successful data loads
Data errors encountered
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MDET File Upload Status Grid - Details
MDET File Upload Status Grid

Enables users to view status of each file uploaded in the tool, to determine which file uploads were successful and which
were unsuccessful.
If the file upload was successful, then the File Upload Detail Report will provide information on the number of
rows uploaded to the tool.
If the upload was unsuccessful, then the File Upload Detail Report will detail the data errors/warnings
encountered.
The grid displays all files associated with the entity uploaded into the tool in the last one year (365 days).
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MDET File Upload Status Grid Details (cont.)

MDET File Upload Status Grid
The grid displays the following information:
Input File Name as uploaded by the user
File Type types include:
Customer
Product
Invoice
Adjustment Installation
Adjustment Insurance
Adjustment Discounts
Adjustment Quick Pay
Adjustment Other
Shipping
Rebates
File Upload Date displays the date that the file was uploaded into the tool
Upload Status displays the status of the file uploaded into the tool:
Successful If the file was uploaded to the tool without any errors. Note: A successful file upload may have
warnings.
Failed If data errors were encountered and file was not uploaded to the tool.
Details users can select the link to open the File Upload Detail Report for both successful and failed file
uploads (detailed next).
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MDET File Upload Detail Report - Details

The following describes what is included in the error section of the File Upload Detail Report:
Error # displays a unique and sequential number within each report.
Input File Row # displays the input file row number of the record in the input file. NOTE: This field counts the
header rows as part of the count. For example, the very first row in the file (containing for header column names)
will be #1, the next row (which contains the header information) will be #2, the following row (which contains the
column names for the data rows) will be #3 and the data rows start on row #4.
Error Description displays a description of the error.
Total Errors displays the total number of errors for the report.
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MDET File Upload Detail Report - Details

The following describes what is included in the warning section of the File Upload Detail Report:
Warning # displays a unique and sequential number within each report.
Input File Row # displays the input file row number of the record in the input file. NOTE: This field counts the
header rows as part of the count. For example, the very first row in the file (containing for header column names)
will be #1, the next row (which contains the header information) will be #2, the following row (which contains the
column names for the data rows) will be #3 and the data rows start on row #4.
Warning Description displays a description of the warning.
Total Warnings displays the total number of warnings for the report.
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Reporting
Sales Tieout Reporting
Sales Tieout Reporting - Overview

The tool will provide a sales tie-out report that will enable users to compare sales and adjustments as recorded in the
MDET Processing Tool to sales and adjustments recorded in the entitys financial reporting systems.
The report will provide the key sales figures taken from the MDET Processing Tool for trade and affiliate sales as well as
the rebates, freight and other adjustments recorded. Users will be able to filter and group the report by time periods for
easier comparison to the clients financial reporting.
The columns/fields are described in the Sales Tieout Report Specifications
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The user will have the ability to filter or display the report by:
Year
Period/Quarter
Date Range User Defined
Calendar Periods displayed by Month or Day
Operating Company Codes
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Sales Tie Out Report Column Details
Sales Tie Out Report

Time Period Section
Displays the year, date, period, week and month range.
Gross Sales Trade
Displays the total sales, sales tax, and discounts for each Domestic Trade, Distributor Sales, and
International Sales.
Freight Revenue
This column displays the total Freight Revenue for unrelated Domestic Trade, Distributor, and
International customers.
Total Trade
Sum of Gross Sales Trade for Domestic Trade, Distributor Sales, International Sales and Freight
Revenue.
Affiliate Sales Section
This section displays the total Sales, Sales Tax, Discounts, and Freight Revenue for both Domestic
and International Affiliate Sales.
Total Affiliates
Sum of Domestic and International Sales details.
Net Sales
Displays the total of Total Gross Trade, Product Sales, and Total Affiliates.
Rebates Freight and Other Adjustments Displays individual totals as well as a sum of all.
Net Total
Net Sales after Rebates, Freight and Adjustments
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Reporting
Tax/Sales Product Transfer Detail
Reports
Tax/Sales Product Transfer Detail Reports - Overview
MDET Tax/Sales Product Transfer Detail Reports

Summary reports are generated by the system (MDET Tax Preparation Summary Report) which are used by the Client
to prepare estimated payments and quarterly excise tax returns. For each figure on the summary report, the MDET
Tax/Sales Product Transfer Detail reports will display the detail transactions used to arrive at the summary figure.
The reports will show the elements that were used to determine the MDET Tax amount and sales amounts for each
unique ProductID, BatchNumber, and SalesEntityID combination.
The tool shall provide a report that allows the user to view product transfer level details used in the calculation of taxes
and sales. The purpose to provide the user with the details used in the tax calculations at a more granular level.
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Tax/Sales Product Transfer Detail Reports
Quarter
Sales Entity ID
Product Type
Transfer Type
Supply Chain Scenario
Product ID
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Tax/Sales Product Transfer Detail Reports - Column Details

Total Gross Quantity Transferred This field will display the Total Transfer Quantity amount used for each unique
ProductID, BatchNumber, & SalesEntityID product transfer.
Supply Chain Scenario Estimation This field will display the Transfer Unit Scenario Percentage used for each product
transfer.
Estimated Quantity
This field will display the Estimated Quantity used for each product transfer.
Price Type
This field will display the Price Type used for each product transfer.
Unit Price
This field will display the Unit Price amount used for each product transfer.
Total Tax Amount
This field will display the amount of Sales Tax which was included in the MDET Total Sales.
Total Sales
This field will display the total of the Extended Price + Total Tax Amount.
MDET Exclusion Amount This field will display the amount of MDET tax which was excluded from the Constructed Sales
Price.
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Tax/Sales Product Transfer Detail Reports - Column Details (Continued)

Constructed Price
This field will display the Constructed Sales Price amount for each product transfer.
Scenario Multiplier
This field will display the Scenario Multiplier used to calculate the Taxable Basis for each line item.
Taxable Basis
This field will display the Taxable Basis for each line item.
Tax Rate
This field will display the tax rate used to calculate the MDET Tax for each line item.
MDET Tax
This field will display the MDET Tax for each line item.
Allocations Current
This field will display the status of the allocations for the quarter associated with this line.
Tax Calc Current
This field will display the status of the tax calculation for the quarter associated with this line
Totals
Display totals for the following items MDET Excluded, Constructed Price, Taxable Basis,
MDET, Year/Quarter, Operating Company Code, Overall Grand Totals.
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Reporting
Transfer Allocation and Analysis
Transfer Allocation and Analysis - Overview
Transfer Allocation and Analysis Reporting

The tool will provide a Transfer Allocation report to enable the user to compare Actual Sales at the Sales Company to the
Estimated Sales used to categorize material Transfers for MDET purposes from the Manufacturer to the Sales Company.
The Report will also analyze deficit or excess export quantities and calculate any necessary MDET due or MDET refund
available.
The report will provide, by Sales Entity ID, Product ID and Batch Number, the Actual and Estimated Sales (quantity, and
percentage of total sales) for each of the scenarios used in the MDET tax calculations.
Report Capabilities:
Reporting at a single entity level
Data inquiries on the production database
Report/Inquiry display online
Report download to the local work station
The use of filters or selection criteria
The ability to sort/group inquiry results after download
The ability to generate the report upon user request
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Sales Entity ID
Batch Number
Product ID
Period
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Transfer Allocation and Analysis Column Details
Transfer Details
Lists the Period, Sales Entity ID, Product ID, Product Description, Batch Number, and Total
Transferred Quantity.
Actual Sales Section
Actual Scenario 3 Domestic Quantity and Percentages The columns display the total quantity of Actual Sales that
were categorized as Scenario 3 Domestic Sales for the period being reported
Actual Scenario 4 Domestic Quantity and Percentages The columns display the total quantity of Actual Sales that
were categorized as Scenario 4 Domestic Sales for the period being reported.
Actual Export Quantity This column displays the total quantity of Actual Sales that were categorized as Actual Export
for the period being reported.
Actual Export Percentage This column displays the percentage of Actual Sales that were categorized as Actual
Export for the period being reported.
Total Actual Quantity This column displays the quantity of Total Actual sales for the period being reported
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Transfer Allocation and Analysis Column Details (Continued)

Estimated Sales Section
Estimated Scenario 3 Domestic Quantity and Percentages The columns display the total quantity of Estimated
Sales that were categorized as Scenario 3 Domestic Sales for the period being reported.
Estimated Scenario 4 Domestic Quantity and Percentages The columns display the total quantity of Estimated Sales
that were categorized as Scenario 4 Domestic Sales for the period being reported.
Estimated Scenario 3 Export Quantity and Percentages The columns display the total quantity of Estimated Sales
that were categorized as Scenario 3 Export Sales for the period being reported.
Estimated Scenario 4 Export Quantity and Percentages The columns display the total quantity of Estimated Sales
that were categorized as Scenario 4 Export Sales for the period being reported.
Total Estimated Quantity Total Transfer Quantity of Estimated Sales.
Export Quantity Analysis Section

Prior Quarter Estimated Export Quantity This column displays the Prior Quarter Estimated Export Quantity for the
period being reported.
Prior Quarter Actual Export Available for Offset This column displays the Prior Quarter Actual Export Available for
Offset for the period being reported.
Prior Quarter Under/(Over) Estimated Export Quantity This column displays the Prior Quarter Under/(Over) Estimated
Export Quantity for the period being reported.
Current Quarter Actual Export Quantity This column displays the Current Quarter Actual Export Quantity for the period
being reported.
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Transfer Allocation and Analysis Column Details (Continued)

Export Quantity Analysis Section (continued)
DEFICIT or (EXCESS) Export Quantity This column displays the DEFICIT or (EXCESS) Export Quantity for the period
being reported.
Current Quarter Actual Export Quantity Available for Future Offset This column displays the Current Quarter Actual
Export Quantity Available for Future Offset for the period being reported.
MDET Due/(MDET Refund) for DEFICIT or (EXCESS) Export Quantity Section
This section displays the following for each DEFICIT or (Excess) Export Quantity
Price Type
Unit Price
Total Sales
MDET exclusion amount
Constructed Price
Scenario Multiplier
Taxable Basis
Tax Rate
MDET Due
MDET Refund
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Appendix
MDET File Creation Template
(External to the tool)
MDET File Creation Template Overview
The KPMG MDET Processing System Input File Creation Template is designed to allow users to
easily enter values necessary to create an MDET Input File.
Input Files can be created for:
Adjustment files
Shipping files
Rebate files
The instructions on the following slides will give the basic overview of how to use the template as
well as validations contained within the tool.
The user is expected to enter data only in the grey cells on each tab, it is important that no
formulas or other values are altered or removed.
Required fields are indicated in Red. Required field colorization will change based on user
selections.
There is a limited number of validations completed in this tool, however primary validation takes
place in the Primary MDET Processing System when the files are uploaded.
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MDET File Creation Template Instructions

File Header Section
User entered User entered
User entered
EntityID: User Entered

PeriodStartDate: User Entered, note format is yyyy/mm/dd, the user may enter the date in a
common format, the cell is specially formatted and will change the value
PeriodEndDate: User Entered, note format is yyyy/mm/dd, the user may enter the date in a
common format, the cell is specially formatted and will change the value
DataIdentificationID: Calculated value based on use selections on the page, no user update
NumberOfFieldsInRow: Fixed value, no user update
NumberOfRows: Calculated automatically, no user update
CheckFigure: Calculated automatically, no user update
LevelIndicator: Calculated value based on use selections on the page, no user update
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MDET File Creation Template Instructions (cont.)

Settings Section
File Name Text Box: User can enter a value, but the Generate Name button will automatically
place a value in this text box, consistent with MDET System standards.
Generate Name Button: Click this button to automatically generate a file name consistent with
MDET Processing System Standards and place it in the File Name text box.
Select Path Button: Click this button to open a dialog box which will allow the user to select a
location on their computer to save the export file, path will be shown in Path Text Box.
Export File Button: Click this button to export the file, any validations in the system will run at this
time, failures will stop the export.
Select Level Drop Down: Select a value in this drop down to indicate the Level of the file to be
exported. Value selected will be automatically populated in File Header section above.
Path Text Box: User can enter a value, but the Select Path button selection will automatically
place a value in this text box.
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MDET File Creation Template Instructions (cont.)

Detail Rows Section
Field Names: Field Names (such as EntityID, ShipID, InvoiceID, etc) must not be changed, these
values are used in the file export.
Detail Rows: User entered values. Note up to 1000 rows may be entered, Contact KPMG to add
additional capability. Users may copy and paste values, as well as using formulas.
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Medical Device Excise

Medical Device Excise Tax (MDET)

1.Accessing the KPMG MDET Processing System

3.Manage Tax Payments Period Page

4.System Processing Logic

1.MDET System Process Flow

2.List of Input Data Files

7.Allocations and Tax Calculation Processing

Medical Device Excise Tax (MDET)

9.Allocation Rules Overview

11.Managing Tax Periods

1.MDET Tax Preparation Summary Report

2.MDET Invoice Line Detail Reports

3.MDET Tax Invoice Line Detail Report

4.MDET Credit Invoice Line Detail Report

5.Sales Invoice Line Detail Report

6.Data Inquiry / Information Review Reports

7.File Status Reporting

8. MDET File Upload Status Grid

Medical Device Excise Tax (MDET)

Medical Device Excise

Medical Device Excise Tax (MDET)

KPMG MDET System can be accessed via the following URL.

Medical Device Excise Tax (MDET)

4. Role Based Security Permissions

5. Entity Based Views

Medical Device Excise Tax (MDET)

MDET (Medical Device Excise Tax)

Section 4191 imposes tax on a manufacturers or importers sale of

CSP (Constructed Sale Price)

Section 4216 (b)(2) provides a special rule under which a

Wholesale Distributor, Retailer or End-User to whom the client sells

Entity liable for MDET. Could be a medical manufacturer or importer

Active Quarter (Active Period)

The quarter for which MDET calculations are being processed.

Medical Device Excise

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise Tax (MDET)

Medical Device Excise

Medical Device Excise Tax (MDET)

Allocations and Tax Calculations Processing

Medical Device Excise Tax (MDET)

Allocations and Tax Calculations Processing

1. List of Input Data Files Uploaded by Client

Transaction Data Files

Medical Device Excise Tax (MDET)

Allocations and Tax Calculations Processing

Medical Device Excise Tax (MDET)

Allocations and Tax Calculations Processing

SFTP file location (KPMG) sftp.us.kpmg.com