E-Business Tax in R12 – A Complete Perspective

August 21, 2009 (1:20 – 2:00 PM)

Presented By

Ashish Nagarkar
anagarka@astcorporation.com

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

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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

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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 4 .

Agenda Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A 5 .

Oracle E-Business Tax Architecture Overview 6 .

Agenda Oracle E-Business Tax Introduction to E-Business Tax Architecture Overview Tax Processing Overview Key Concepts Key Configuration Flow Q&A 7 .

Oracle E-Business Tax Tax Processing Overview 8 .

• Capture First and Third Party • Tax Registrations • Classifications 9 . etc.Oracle E-Business Tax Tax Processing Overview • Legal Entities • First and Third Party • Ship From / To. Bill From / To.

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 .

Tax Registrations st rd Tax Profile Profile Exemptions Classification Fiscal Party Classifications Transaction Classifications Product Classifications Exceptions External Components eBTax Components 21 . Tax Authorities Lookup Codes Item Category / Categ. Sets Party Class Categ.Oracle E-Business Tax Overall Configuration Flow Configuration Dependency External Legal Entity and Establish. 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.

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 .

Example 62 .Oracle E-Business Tax Rules .

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.astcorporation.com Phone: 630-778-1180 For Presentation Copy Visit www.com/papers 66 .

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