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C:\User s\Pu blic\Docu m en t s\W h it epa per s\EBT \Or a cle EBT a x Set u p Docu m en t BR1 0 0 .docx
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Contents
Geography Structure Definition Geography V alidations Loading Geography / Compile Geographies - HR_LOCATIONS & HZ LOCATIONS Loads into Sy stem Define Class Categories & Codes for Fiscal Classifications Define Item Ty pe Define Inv entory Category Define Inv entory Category Set Define Tax authority Define Tax Authority Party Tax Profile Define Tax Regime Tax Regime Party Subscriptions Self Assessment First Party Legal Establishment Application Tax options Define Product Classifications Define User Item Ty pe Define Product Category under Product Classifications Update>Create Define Party Fiscal Classifications Country Defaults for US Define Configuration Owner Tax Options - Enable Tax es for PO Ev ent Ty pes and Disable for AR Ev ents Enable Configuration Owner Options Open and Closed Issues for this Deliv erable Open Issues Closed Issues 1. To update the table of contents, put the cursor any where in the table and press [F9]. To change the number of lev els display ed, select the menu option Insert >Index and Tables, make sure the Table of Contents tab is activ e, and change the Number of Lev els to a new v alue.
Geography Validations
For example, the structure for the United States is defined in this way: Country is the parent of State, State is the parent of County, County is the parent of City, and City is the parent of Postal Code. E-Business Tax uses this structure to help determine the taxes and tax rates that apply to each geographic entity within the United States. In this way, a sales transaction that takes place in a city may include taxes at the state, county, and city level. Click | Manage V aliadtions
Manage V alidations Mapping Locations Looks for these 3 v alues. This Option shows only warning while entering supplier State Country and City details ev en though they doesnt ex ist in TCA HZ is third parties (V endors) HR is receiv ing company (Internal locations)
Delete
Loading Geography / Compile Geographies - HR_LOCATIONS & HZ LOCATIONS Loads into System
Oracle Apps Tax Manager>View>Request>Submit Request>Request Set
RUN for HR locations also. System would not let new location have tax validations if this is not run after location is added.
Location: TCM
Create Class Category
Save.
The collecting and reporting tax authorities appear in the corresponding list of values on all applicable E-Business Tax pages. All tax authorities are available in the list of values as an issuing tax authority.
What is a Tax Regime? In Oracle E-Business Tax, a Tax Regime is the system of regulations for the determination and administration of one or more taxes. The common tax regime setup is one tax regime per country per tax type, with the tax requirements administered by a government tax authority for the entire country. There are also cases where tax regimes are defined for standard geographical types or subdivisions of a country, such as a state, province, county, or city. In these cases, you base the tax regime on the Trading Community Architecture (TCA) standard geography.
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Set up party fiscal classifications for the parties and party sites involved in your transactions that have a tax requirement. A party fiscal classification determines, for example, when taxes apply to a party, how much tax applies, and what percentage of the tax is recoverable. These tax requirements are usually defined by the tax authority for the taxes of a given tax regime. Set up party fiscal classifications for your first parties, customers and customer sites, and suppliers and supplier sites. Update the legal classification tax usage of legal activity codes according to your tax determination and tax reporting requirements.
Set up product fiscal classifications to classify products that have a tax requirement for tax determination or tax reporting purposes. You set up product fiscal classifications according to the taxable nature of a product or product transaction, as designated by a tax authority. Define an Inventory-based product fiscal classification type against an Oracle Inventory category set. The product fiscal classification is defaulted on the transaction line for any item that belongs to the inventory category set. The category values defined for the inventory category set become fiscal classification codes belonging to the product fiscal classification type.
Define product fiscal classification types using the non-Inventory based E-Business Tax product category. You can designate a default product fiscal classification for a specific product, or a list of
product fiscal classifications assigned to a particular country. Use the E-Business Tax product category to: Classify products for taxes if you do not use Oracle Inventory. Create country-specific product fiscal classifications. Create product fiscal classifications for items that are not a good. Create ad hoc product fiscal classifications without reference to an inventory item, for example, if you are making product purchases that are not a part of your standard business processes.
Set up information at the country level that you want to default to the applicable E-Business Tax and legal entity setups. Country default controls let you designate transaction tax-related values in the countries that you do business. You can update these default values on the applicable pages. The list of values in the country default control fields each contain all of the values that you have previously set up. For tax regimes and taxes, the list of values is restricted to the country-specific values. You should ensure that you have completed all of your applicable setup before setting country default controls.
Define Configuration Owner Tax Options - Enable Taxes for PO Event Types and Disable for AR Events
Disabled all 11.5.7 COTOs and Enabled R12 COTOs on October 19, 2009 @ 11.20 AM
Set up configuration owner tax options for a combination of configuration owner and application event class. You can update some of the E-Business Tax predefined event class settings for a particular configuration owner. You can also update migrated tax option settings for configuration owners migrated from Release 11i. If you are using Direct Tax Rate Determination with tax classification codes and migrated tax data, then you must set up configuration owner tax options using the STCC regime determination set for the applicable configuration owner and event class. Configuration owner tax options let a configuration owner update default tax options on transactions that belong to a specific application event class. At transaction time, E-Business Tax uses the tax option settings of the configuration owner and application event class instead of the default settings.
This is a screen shot of one of the enabled tax es in R1 2. In this area we checked the box for Make Tax Av ailable for Transactions. This was done for all tax setups.
Open Issues
ID Issue Resolut ion Responsibilit y Target Dat e Impact Dat e
Closed Issues
ID Issue Resolut ion Responsibilit y Target Dat e Impact Dat e