E-business Tax

Lab 04 • Set Up Determine Tax

Applicability Rule Using the
Guided Rule Entry
• Make Tax Available for
transactions
Objective:

Instructions:

Sign On:
Field Value
User Name XXUSER
Password Welcome1
Responsibility Tax Managers XXX US 01

Set Up Determine Tax Applicability Rule Using the

Guided Rule Entry
Note. This demo requires that a US Sales Tax model be created in Practice: Create a
Regime to Rate Tax Model.

1. Navigate to the Tax Rules page.

• (N) Tax Configuration > Tax Rules

2. Access the rule type for your tax regime and tax created in the Practice: Create a
Regime to Rate Tax Model.
Field Value
Configuration Owner Global Configuration Owner
Tax Regime Code US SALES XX
Tax US SALES XX
Note. Select the tax associated with the above tax
regime.

• (B) Go
• (H) Expand All (The system displays 9 rule types.)
• (B) Create Guided Rule Entry (on the Determine Tax Applicability row level)

Note. You are setting up a tax rule exception for a specific product. If the product is used
in a transaction, tax is not applicable for the effective period.

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3. Enter general information:

Field Value
Rule Code US SALES RULE INS
Name US SALES RULE INS
Effective From Current Date
Effective To Current Date
Note. Make the rule effective for one day and
outside the effective date for the tax. It won’t affect
the tax calculation on the transaction (the system
will use the default for this rule type set up by the
student).
This rule applies to all transactions Yes

• (B) Next
• (T) Product
• (I) Non-Inventory based Product Classification

4. Enter determining factors and conditions for the non-Inventory based Product
Classification:
Field Value
Classification Hierarchy Level Level 2
Operator Equal To
Value Fiscal Classification Code/00000000
• (B) Next

5. Enter the condition results for Applicability:

Field Value
Applicable Tax Not Applicable
• (B) Next

6. Enter rule order options:

Field Value
Enable Select
Rule Order 1

• (B) Next

7. Enter rule set options:

Field Value
Determining Factor Set US SALES DF INS
Name US SALES DF INS
Condition Set US SALES CS INS
Name US SALES CS INS

• (B) Finish

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Making Tax Available for Transactions

1. Navigate to the Tax Accounts page from the Taxes page:
• (N) Tax Configuration > Taxes

2. Search for the Tax you created in the Practice: Create a Regime to Rate Tax Model.
Field US Sales and Use Tax
Country Name United States
Tax Regime Code US SALES XX
Tax US SALES XX
Note. Select the tax associated with the above tax
regime.

• (B) Go
• (I) Update

Note. You are setting up a tax rule exception for a specific product. If the product is used
in a transaction, tax is not applicable for the effective period.

3. Make the tax available for transactions and effective for only one day:
Field US Sales and Use Tax
Make Tax Available for Transactions Select
Effective To MM/DD/YYYY
• MM = Current month
• DD = Current Day
• YYYY = Current year
Note. This date should equal the Effective
From date.

• (B) Apply

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