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Approval Record
S.No. 1. 2. 3. 4. 5. Name Position Date Approved by
Change Record
S.No. 1. 2. 3. 4. 5. 6. Version 1.0 Updated By Asokan Thangaraju Updated Date Remarks Initial Document
Reviewers
Name Position
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Index
Introduction.................................................................................................................................................................4 Scope:.............................................................................................................................................................................4 Define Party Tax Profiles............................................................................................................................................5 Define Tax Regimes....................................................................................................................................................6 Define Taxes...............................................................................................................................................................7 Define Tax Statuses....................................................................................................................................................8 Define Tax Jurisdictions..............................................................................................................................................9 Define Tax Recovery Rates......................................................................................................................................10 Define Tax Rates.......................................................................................................................................................11 Define Tax Rules and Defaults.................................................................................................................................12 Define Application Tax Options...............................................................................................................................13 Define Profile Options..............................................................................................................................................14
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Introduction
The objective of the document is to provide all the required setup steps for the Oracle Applications R12 E-Business Tax Module. The setup steps are given below and sample setup data are embedded in the Excels for each step. Ireland is used as a sample country for this setup document. In 11.5.10 the Tax Setup was relatively easier but in Release 12 Oracle has launched a separate Central Tax Module called E-Business Tax. There is a number of setup steps required for the EB Tax module to work. These are discussed in this document with a sample setup data for Ireland. Scope: The intention is to refer to this document as a sample BR100 for the R12 EB Tax Module only. For the detailed Tax Module functionality or further study the reader is advised to refer the EB Tax Implementation Guide and EB Tax User Guide.
Party Tax Profile for an Operating Unit, you cannot setup the Receivable Activities in AR. Setup the Party Tax Profiles as per the attached excels.
Note: This is the first step in Tax Setup. After we define the Party Tax Profile, we then need to attach that Party with the Tax Regime. Unless this is done, we cannot the Legal Entity or the Operating Unit as the Configuration Owner. If we use the Legal Entity as the Configuration Owner, the tax will be visible across the instance irrespective of the Legal Entity or Operating Unit. If we use the Operating Unit as the Configuration Owner, the tax will be visible only under the specific Operating Unit.
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Description: Use this form to define Tax Regimes. Setup the Tax Regime as per the attached Excel
"Tax Regimes.xls"
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Define Taxes
Function Id Application Function/Screen Path Function/Screen Description : ZX-002 : Oracle EBTax : Tax Manager>Tax Configuration>Taxes : Use this page to define the Taxes Required.
Taxes.xls
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"Tax Statuses.xls"
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"Tax Jurisdictions.xls"
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: ZX-005 : Oracle EBTax : Tax Manager>Tax Configuration>Tax Recovery Rates : Use this Page to define Tax Recovery Rates for each Tax which has Allow Tax Recovery Checkbox
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Tax Classification Codes in the Application Object Library Lookup Types ZX_INPUT_CLASSIFICATIONS and ZX_OUTPUT_CLASSIFICATIONS. These Tax Classification Codes are then used as a Transaction Tax Determining factor while creating Tax Rules. Setup the Tax Rates as per the attached Excel.
"Tax Rates.xls"
Remove the AP Tax classification codes from ZX_OUTPUT_CLASSIFICATIONS and remove the AR tax classification codes from ZX_INPUT_CLASSIFICATIONS.
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Setup the Tax Rules and Defaults as per the attached Excel
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: ZX-009 : Oracle EBTax : Tax Manager>Defaults and Controls > Application Tax Options
: Use this Screen to Create the Defaulting Rule hierarchy for the Tax Classification Codes
Operating unit
Application
Defaulting Order1
Defaulting Order2
Defaulting Order3
Defaulting Order4
Defaulting Order5
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Profile LOV GL Ledger Name MO: Operating Unit Sequential Numbering FA: Security Profile HR: Business Group HR: Security Profile Default Country
Application Char
Responsibility Char IE_Tax Managers Ledger Name Operating Unit Name Partially Used Business Group Name Business Group Name Ireland
User Char
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