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

Configuration Dependency
Classification

Fiscal

Party
Tax
Profile

Tax

External

Overall Configuration Flow

Legal Entity
and
Establish.

Tax
Authorities

Regime
To
Rates

1st Party
Tax
Profile

Lookup
Codes

Tax
Jurisdictions

Item
Category /
Categ. Sets

Party Class
Categ. And
Codes

Recovery
Rates

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

External Components

Tax
Rules

rd

Tax
Profile
Profile

Profile
Overall Product
Configuration Flow

Party
Classifications

Tax
Zones

Transaction
Classifications

Product
Classifications

Exemptions

Exceptions

eBTax Components

21

Oracle E-Business Tax

Home Page

22

Oracle E-Business Tax

External Dependencies

23

Oracle E-Business Tax

Legal Entity and Legal Establishment

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

Oracle E-Business Tax

Configurations Create Tax Regime

28

Oracle E-Business Tax

Configurations

29

Oracle E-Business Tax

Configurations Tax Regime

30

Oracle E-Business Tax

Configurations Tax Regime

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

Oracle E-Business Tax

Configurations Create Tax Status

36

Oracle E-Business Tax

Configurations Create Tax Status

37

Oracle E-Business Tax

Configurations Tax Jurisdictions

38

Oracle E-Business Tax

Configurations Tax Jurisdictions

39

Oracle E-Business Tax

Configurations Tax Jurisdictions

40

Oracle E-Business Tax

Configurations Create Tax Rate

41

Oracle E-Business Tax

Configurations Create Tax Rate

42

Oracle E-Business Tax

Party Tax Profile Flow

43

Oracle E-Business Tax

Configurations Party Tax Profiles

44

Oracle E-Business Tax

Configurations Party Tax Profile

45

Oracle E-Business Tax

Party Tax Profile Legal Establishments

46

Oracle E-Business Tax

Party Tax Profile Registrations

47

Oracle E-Business Tax

Party Tax Profile Third Party

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

Oracle E-Business Tax

Self Assessed Tax Calculated

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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