Application Setup Document

How to setup Oracle Applications R12: EB Tax

Document Title : Author :

Oracle EbTax Setup Document Asokan Thangaraju

1. 5. 4. 3. 2. 2.BR100 document Oracle R12 EB Tax Approval Record S. 5. Version 1.No.0 Updated By Asokan Thangaraju Updated Date Remarks Initial Document Reviewers Name Position Page 2 of 14 . Name Position Date Approved by Change Record S. 4. 6. 1.No. 3.

..................................................................................................................................4 Scope:.....................................................................................................................................................................................................................................................................................................13 Define Profile Options......................................................................................................................................5 Define Tax Regimes...............................................................................................................................................................12 Define Application Tax Options..................................................................................................................................................8 Define Tax Jurisdictions.........................................................................7 Define Tax Statuses...............................................................................................BR100 document Oracle R12 EB Tax Index Introduction.........................................................................................................................................................................................14 Page 3 of 14 ..............................................................9 Define Tax Recovery Rates.........4 Define Party Tax Profiles..................................................................................6 Define Taxes.........................................11 Define Tax Rules and Defaults..............................................................................................................................................................................................................................................................................................10 Define Tax Rates............................................................

These are discussed in this document with a sample setup data for Ireland. 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. There is a number of setup steps required for the EB Tax module to work. Scope: The intention is to refer to this document as a sample BR100 for the R12 EB Tax Module only. The setup steps are given below and sample setup data are embedded in the Excels for each step.5.10 the Tax Setup was relatively easier but in Release 12 Oracle has launched a separate Central Tax Module called E-Business Tax.Introduction The objective of the document is to provide all the required setup steps for the Oracle Applications R12 E-Business Tax Module. . In 11. Ireland is used as a sample country for this setup document.

After we define the Party Tax Profile. the tax will be visible only under the specific Operating Unit. Unless this is done. we then need to attach that Party with the Tax Regime. Setup the Party Tax Profiles as per the attached excels. Page 5 of 14 .xls" "Party Tax Profile OU. "Party Tax Profile LE. you cannot setup the Receivable Activities in AR.BR100 document Oracle R12 EB Tax Define Party Tax Profiles Function Id Application Function/Screen Path Function/Screen Description : ZX-008 : Oracle EBTax : Tax Manager>Party>Party Profiles : Use this page to define Party Tax Profiles for you Legal Entity and Operating Unit. the tax will be visible across the instance irrespective of the Legal Entity or Operating Unit. we cannot the Legal Entity or the Operating Unit as the Configuration Owner. If we use the Legal Entity as the Configuration Owner. Unless you setup the Party Tax Profile for an Operating Unit.xls" Note: This is the first step in Tax Setup. If we use the Operating Unit as the Configuration Owner.

BR100 document Oracle R12 EB Tax Define Tax Regimes Function Id Application Function/Screen Path Function/Screen Description : ZX-001 : Oracle EBTax : Tax Manager>Tax Configuration>Tax Regimes : Description: Use this form to define Tax Regimes.xls" Page 6 of 14 . Setup the Tax Regime as per the attached Excel "Tax Regimes.

Setup the Taxes as per the attached Excel Taxes.xls Page 7 of 14 .BR100 document Oracle R12 EB Tax 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.

BR100 document Oracle R12 EB Tax Define Tax Statuses Function Id Application Function/Screen Path Function/Screen Description : ZX-003 : Oracle EBTax : Tax Manager>Tax Configuration>Tax Statuses : Use this Page to define the Tax Statuses.xls" Page 8 of 14 . Setup the Tax Statuses as per the attached Excel "Tax Statuses.

xls" Page 9 of 14 .BR100 document Oracle R12 EB Tax Define Tax Jurisdictions Function Id Application Function/Screen Path Function/Screen Description : ZX-004 : Oracle EBTax : Tax Manager>Tax Configuration>Jurisdictions : Use this page to define Tax Jurisdictions Setup the Tax Jurisdiction as per the attached Excel "Tax Jurisdictions.

xls" Page 10 of 14 .BR100 document Oracle R12 EB Tax Define Tax Recovery Rates Function Id Application Function/Screen Path Function/Screen Description checked Setup the Tax Recovery Rates as per the attached Excel. : 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 "Tax Recovery Rates.

Page 11 of 14 . Setup the Tax Rates as per the attached Excel. These Tax Classification Codes are then used as a Transaction Tax Determining factor while creating Tax Rules. "Tax Rates.xls" Remove the AP Tax classification codes from ZX_OUTPUT_CLASSIFICATIONS and remove the AR tax classification codes from ZX_INPUT_CLASSIFICATIONS. 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.BR100 document Oracle R12 EB Tax Define Tax Rates Function Id Application Function/Screen Path Function/Screen Description : ZX-006 : Oracle EBTax : Tax Manager>Tax Configuration>Tax Rates : Use this Page to define the Tax Rates for Each Tax.

BR100 document Oracle R12 EB Tax Define Tax Rules and Defaults Function Id Application Function/Screen Path Function/Screen Description : ZX-007 : Oracle EBTax : Tax Manager>Tax Configuration>Tax Rules : Use this section to define the Tax Rules and the Tax Rule Defaults Setup the Tax Rules and Defaults as per the attached Excel Page 12 of 14 .

BR100 document Oracle R12 EB Tax Define Application Tax Options Function Id Application Function/Screen Path Function/Screen Description : 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 Tax Determination Method(Only for Receivables) Oracle EBusiness Tax Operating Unit Name Operating Unit Name Operating Unit Name Payables Receivables Purchasing Supplier Site Customer Site Supplier Site Supplier Product Supplier Expense Report Template Page 13 of 14 .

BR100 document Oracle R12 EB Tax Define Profile Options Function Id Application Function/Screen Path : ZX-009 : Oracle EBTax : Profile -> System Profile LOV GL Ledger Name MO: Operating Unit Sequential Numbering FA: Security Profile HR: Business Group HR: Security Profile Default Country Site Char Ledger Name Operating Unit Name Partially Used Application Char Responsibility Char IE_Tax Managers Ledger Name Operating Unit Name Partially Used Business Group Name Business Group Name Ireland User Char Page 14 of 14 .

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