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Agenda
Understanding the Past: Oracle Standard Tax Oracle E-Business Tax Engine Benefits and Features E-Business Tax Configurations E-Business Tax Third Party Integration E-Business Tax Reporting Module Integration Transactions Management Tax Simulator Summary
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Subscribe to Vertex!
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Validate Address
Calculate Taxes
Determine Recovery
Additional Services
Rates Recovery
METADATA
Tax Regime
Tax
Tax Jurisdiction
Tax Status
Tax Rate
Recove rRate
OU Tax Accts
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Set of Tax rules that determine treatment of one or more taxes administered by tax authority
The geographical area where a tax is levied by a specific tax authority or where the specific tax rate applies
Taxable nature of a product or service in context of a transaction and a specific tax (taxable, exempt, nontaxable
The rate specified for a tax status in effect for a period of time
The rate of Input Tax that is allowed to be recovered or offset against Output Tax
Tax Accounts that are associated with Tax Rates and Recovery Rates Accounting
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Tax
Distinct charge imposed by a government through a fiscal or tax authority Notice geo structure is defined (Country and State)
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Tax Status
Taxable nature of a product in the context of a transaction and a specific tax on the transaction
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Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
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Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
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Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
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Integration to either Vertex or Taxware for current rates, and location based tax controls
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Geographic Region or Tax Zone where tax is levied Tax Status must be setup Multiple-Jurisdiction taxes can be enabled for all counties, or all provinces for a particular type of tax within a particular region/state One Tax Jurisdiction must be setup for a tax before transactions can be performed on that jurisdiction
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-Goods and
Services
-Geography
associated with the transaction(s)
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Tax Values
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Oracle-guided setup for building Tax Rules Multiple-Jurisdiction tax rules can be enabled for both foreign and domestic tax regimes Easily updateable Choice - either self or Oracle guided rule building
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Does NOT provide services for: *Payables withholding taxes *Latin American receivables transactions *India transaction taxes
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Invoices
Checks
Labels
Reports
XML Publisher
Order Confirmations
Fund Transfers
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XML Publisher
Publishing Engine
Output Formats
Destination
-Email
-Printer -Fax
AR
Letters
Templates
AP
Order Confirmations
Funds Transfer s
PA
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Business Processes:
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Definition Setup
Configuration
Rules Engine
Services
Tax Mgt.
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Application Integrations
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BOOTH 4643
Identify areas of risk Globalization of Target critical areas of discovery the business Provide checklist of next steps Get guidelines for simplifying the Significant approach customizations Significant changes in functionality Data integrity problems, data archiving Extensive third-party systems Significant gap between releases Changes in configuration
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