E-Business Tax in R12 A Complete Perspective

August 21, 2009 (1:20 2:00 PM)

Presented By

Ashish Nagarkar
anagarka@astcorporation.com

Agenda
Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A

Oracle E-Business Tax

Introduction

New Product Infrastructure for Tax Knowledge Management Global System Architecture Configurable and Scalable Single Point Solution Tax Service to all E-Business Suite Business Flows One Application Interface

Oracle E-Business Tax

Requirements met in R12
Sales and Use Tax in Procurement Self-Assessed Tax in Payables Multiple Registrations Deferred Tax in AP Enhanced Handling of Tax on Freight Enhanced Exemptions and Exceptions Multiple Inclusive, Compounding Quantity Based Rates in Procurement

Agenda
Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A

Oracle E-Business Tax

Architecture Overview

Agenda
Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A

Oracle E-Business Tax

Tax Processing Overview

Oracle E-Business Tax

Tax Processing Overview

Legal Entities First and Third Party Ship From / To, Bill
From / To, etc.

Capture First and Third

Party

Tax Registrations Classifications

Oracle E-Business Tax

Tax Processing Overview

Party Locations Define and Validate Party Locations

10

Oracle E-Business Tax

Tax Processing Overview

Type (Physical Nature) Categories Fiscal Classifications Intended Use

11

Oracle E-Business Tax

Tax Processing Overview

Document Type Transaction Business Categories Transaction Fiscal Classifications

12

Oracle E-Business Tax

Tax Processing Overview

13

Agenda
Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A

14

Oracle E-Business Tax

Key Concepts

15

Oracle E-Business Tax

Key Concepts

16

Oracle E-Business Tax

Key Concepts

17

Oracle E-Business Tax

Key Concepts

18

Agenda
Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A

19

Oracle E-Business Tax

Overall Configuration Flow

External Dependencies Tax Configuration Party Tax Profile Fiscal Classification

20

Oracle E-Business Tax

Overall Configuration Flow

Configuration Dependency

External

Legal Entity and Establish.

Tax Authorities

Lookup Codes

Item Category / Categ. Sets

Party Class Categ. And Codes

Tax Zones

Regime To Rates

Tax

Tax Jurisdictions

Recovery Rates

Tax Rules

1st Party Tax Profile

Party Tax Profile

Profile Overall Product Configuration Flow

Tax 1 Party 3 E-Business Tax Party Oracle Tax Auth. Tax Registrations
st rd

Tax Profile Profile

Exemptions

Classification

Fiscal

Party Classifications

Transaction Classifications

Product Classifications

Exceptions

External Components

eBTax Components

21

Oracle E-Business Tax

Home Page

22

Oracle E-Business Tax

External Dependencies

23

Legal Entity and Legal Establishment

Oracle E-Business Tax

24

Oracle E-Business Tax

Configurations

25

Oracle E-Business Tax

Regime to Rates Flow with US Sales Tax

26

Oracle E-Business Tax

Configurations

27

Configurations Create Tax Regime

Oracle E-Business Tax

28

Oracle E-Business Tax

Configurations

29

Configurations Tax Regime

Oracle E-Business Tax

30

Configurations Tax Regime

Oracle E-Business Tax

31

Oracle E-Business Tax

Configurations Create Tax

32

Oracle E-Business Tax

Configurations Create Tax

33

Oracle E-Business Tax

Configurations Create Tax

34

Oracle E-Business Tax

Configurations Create Tax

35

Configurations Create Tax Status

Oracle E-Business Tax

36

Configurations Create Tax Status

Oracle E-Business Tax

37

Configurations Tax Jurisdictions

Oracle E-Business Tax

38

Configurations Tax Jurisdictions

Oracle E-Business Tax

39

Configurations Tax Jurisdictions

Oracle E-Business Tax

40

Configurations Create Tax Rate

Oracle E-Business Tax

41

Configurations Create Tax Rate

Oracle E-Business Tax

42

Oracle E-Business Tax

Party Tax Profile Flow

43

Configurations Party Tax Profiles

Oracle E-Business Tax

44

Configurations Party Tax Profile

Oracle E-Business Tax

45

Party Tax Profile Legal Establishments

Oracle E-Business Tax

46

Party Tax Profile Registrations

Oracle E-Business Tax

47

Party Tax Profile Third Party

Oracle E-Business Tax

48

Oracle E-Business Tax

Third Party - Registrations

49

Oracle E-Business Tax

Third Party - Registrations

50

Oracle E-Business Tax

Configurations Tax Rules

51

Oracle E-Business Tax

Configurations Tax Rules

52

Oracle E-Business Tax

Configurations Tax Rules

53

Oracle E-Business Tax

Sales Tax Calculated

54

Self Assessed Tax Calculated

Oracle E-Business Tax

55

Oracle E-Business Tax

Product Fiscal Classifications Flow

56

Oracle E-Business Tax

Tax Determination Service Flow

58

Oracle E-Business Tax

Tax Determining Factors

59

Oracle E-Business Tax

Tax Determining Factors

60

Oracle E-Business Tax

Rules - Example

61

Oracle E-Business Tax

Rules - Example

62

Oracle E-Business Tax

Tax Determination Services Solution Overview

63

Oracle E-Business Tax

Tax Determination Services Solution Overview

64

Oracle E-Business Tax

Key Benefits

65

Questions and Answers

Questions and Open Discussions

Contact Information

Ashish Nagarkar
Email: anagarka@astcorporation.com Phone: 630-778-1180 For Presentation Copy Visit www.astcorporation.com/papers
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