How to Setup Oracle Applications R12 EBTax Module
Application Setup Document
How to setup Oracle Applications R12: EB Tax
Document Title : Oracle EbTax Setup Document
Author : Asokan Thangaraju
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| |1.0 |Asokan Thangaraju | |Initial Document |
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Index
Introduction 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
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.
Define Party Tax Profiles
Function Id : ZX-008
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Party>Party Profiles
Function/Screen Description : Use this page to define Party Tax Profiles for you Legal Entity and Operating Unit. Unless you setup the 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.
[pic][pic]
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.
Define Tax Regimes
Function Id : ZX-001
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Tax Regimes
Function/Screen Description :
Description: Use this form to define Tax Regimes.
Setup the Tax Regime as per the attached Excel
[pic]
Define Taxes
Function Id : ZX-002
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Taxes
Function/Screen Description : Use this page to define the Taxes Required.
Setup the Taxes as per the attached Excel
[pic]
Define Tax Statuses
Function Id : ZX-003
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Tax Statuses
Function/Screen Description : Use this Page to define the Tax Statuses.
Setup the Tax Statuses as per the attached Excel
[pic]
Define Tax Jurisdictions
Function Id : ZX-004
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Jurisdictions
Function/Screen Description : Use this page to define Tax Jurisdictions
Setup the Tax Jurisdiction as per the attached Excel
[pic]
Define Tax Recovery Rates
Function Id : ZX-005
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Tax Recovery Rates
Function/Screen Description : Use this Page to define Tax Recovery Rates for each Tax which has ‘Allow Tax Recovery’ Checkbox checked
Setup the Tax Recovery Rates as per the attached Excel.
[pic]
Define Tax Rates
Function Id : ZX-006
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Tax Rates
Function/Screen Description : Use this Page to define the Tax Rates for Each Tax. The defined Tax rates are automatically also defined as 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.
[pic]
Remove the AP Tax classification codes from ZX_OUTPUT_CLASSIFICATIONS and remove the AR tax classification codes from ZX_INPUT_CLASSIFICATIONS.
Define Tax Rules and Defaults
Function Id : ZX-007
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Tax Configuration>Tax Rules
Function/Screen Description : Use this section to define the Tax Rules and the Tax Rule Defaults
Setup the Tax Rules and Defaults as per the attached Excel
[pic]
Define Application Tax Options
Function Id : ZX-009
Application : Oracle EBTax
Function/Screen Path : Tax Manager>Defaults and Controls > Application Tax Options
Function/Screen Description : Use this Screen to Create the Defaulting Rule hierarchy for the Tax Classification Codes
|Operating unit |Application |Defaulting Order1 |Defaulting Order2 |Defaulting Order3 |Defaulting |Defaulting Order5 |Tax Determination |
| | | | | |Order4 | |Method(Only for |
| | | | | | | |Receivables) |
|Operating Unit Name |Receivables |Customer Site |Product | | | |Oracle E-Business Tax |
|Operating Unit Name |Purchasing |Supplier Site |Supplier | | | | |
Define Profile Options
Function Id : ZX-009
Application : Oracle EBTax
Function/Screen Path : Profile -> System
|Profile |Site |Application |Responsibility |User |
|LOV |Char |Char |Char |Char |
| | | |IE_Tax Managers | |
|GL Ledger Name |Ledger Name | |Ledger Name | |
|MO: Operating Unit |Operating Unit Name | |Operating Unit Name | |
|Sequential Numbering |Partially Used | |Partially Used | |
|FA: Security Profile | | | | |
|HR: Business Group | | |Business Group Name | |
|HR: Security Profile | | |Business Group Name | |
|Default Country | | |Ireland | |
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