Define Taxes

ERP Academy (Hands-ON)
Hands-On: Define Taxes / Transaction Tax

In this practice and demonstration, you will be:
Scenario: Create Taxes
Pre-Requirement: Geography Setup done
Tax Regime done
Procedure: Described steps below
Expected outcome: Taxes Created
ICMS
1. Navigate to: Homepage → Settings and Actions → Setup and Maintenance
→ Setup: Financials → Functional Areas: Transaction Tax → Task: Manage
Taxes
Select and Add your Tax Regime done before:
1
Click on Apply and Go to Task

2. Select your country and create your Transaction Taxes, using the “+” Icon:
3. Enter your Tax:
Complete the fields below:

Create Tax
Tax Regime Code: BR_ICMS
Configuration Owner: Global configuration owner
Tax: BR_ICMS
Tax Name: BR_ICMS
Tax Type: -
2
Start Date: 01/01/2001
End Date: -
Enable tax for simulation: ( X ) Enabled
Enable tax for transactions: ( X ) Enabled
Tax Information
Geography Type: STATE
Parent Geography Type: COUNTRY
Parent Geography Name: Brazil
Override Geography Type: -
Tax Currency: BRL – Brazilian Real
Minimum Accountable Unit: 0.01
Tax Precision: 2
Conversion Rate Type: Corporate
Rounding Rule: Nearest
Compounding Precedence: 300
Reporting Tax Authority: -
Collecting Tax Authority: Your tax authority
Applied Amount Handling: Prorated
Set as offset tax: -
Set tax for reporting -

purpose only:
3
Controls and Defaults (Tab)
Controls
Tax Point Basis Tax: -
Tax Inclusion Method: Special inclusive handling
Allow override and entry of inclusive tax lines: ( X ) Enabled
Allow tax rounding override: ( X ) Enabled
Allow override of calculated tax lines: ( X ) Enabled
Allow entry of manual tax lines: ( X ) Enabled
Use legal registration number: ( X ) Enabled
Allow duplicate registration numbers: -
Allow multiple jurisdictions: ( X ) Enabled
Allow creation of multiple jurisdictions: ( X ) Enabled
Tax Accounts Controls
Tax Accounts Creation Method: Create tax accounts
Tax Accounts Source: -
Tax Exceptions and Exemptions Controls and

Default
Allow Tax exceptions: ( X ) Enabled
Allow tax exemptions: ( X ) Enabled
Use tax exemptions from an existing tax: -
4
Tax Exemptions Source: -
Ora_BR_IE ¿
Registration Number Controls and Defaults
Validation Type:
Validation Level: -
Duplicate Validation Level: -
Tax Recovery Controls and Defaults
Allow Tax recovery: ( X ) Enabled
Allow tax recovery rate override: ( X ) Enabled
Primary Recovery Type: RECOVERABLE
Secondary Recovery Type: -
5
Tax Rule Defaults (Tab)
Direct Defaults
Place of Supply: Ship to
Tax Applicability: Not Applicable
Tax Registration: Bill-from party
Tax Calculation Formula: STANDARD_TC
Taxable Basis Formula: STANDARD_TB ( optional STD_OTHERS_BC_ICMS

(from Step 4)
Indirect Defaults Will be completed automatically
Tax Jurisdiction: -
Tax Status: -
Tax Rate: -
4. Optional Create the formula to line “Taxable Basis Formula” to complete the
parameters. Click on “Create” – Create Taxable Basis Formula:

6
Create Taxable Basis Formula
Tax Formula Code: STD_OTHERS_BC_ICMS
Tax Formula Name: STD_OTHERS_BC_ICMS
Taxable Basis Type: Line amount
Tax: BR_ICMS
Line Amount Options
Taxable Basis Type: Line

Amount Options
Base Rate Modifier: -
Add freight charges: ( X ) Enabled
Add insurance charges: ( X ) Enabled
Add packing charges: ( X ) Enabled
Add miscellaneous charges: ( X ) Enabled
Subtract commercial discount: ( X ) Enabled
Subtract cash discount:
7
Click on “Save and Close”
8
Tax Accounts (Tab)
Ledger Your ledger
Business Unit Your business unit
Tax Account Details
General Tax Accounts
Tax Recoverable Account: 01.000.0000.11303001
Tax Liability Account: 01.000.0000.21401020
5. Tab: “Tax Reporting Codes” – is not required

6. Tab - “Tax Jurisdiction”, click “+” to add:
Tax Jurisdiction (Tab)
Tax Jurisdiction Code: Your “secretaria da fazenda”
Tax Jurisdiction Name: Your “secretaria da fazenda”
Geography Name: Your “secretaria da fazenda” state or states
End Date: -
Set as Default Jurisdiction: ( X ) Enabled
Default Start Date: 01/01/2001
Threshold Controls (tab)
9
None -
Tax Accounts (tab)
Ledger: Your ledger
Business Unit: Your business unit
Tax Liability Account: Your Tax Liability Account
Tax Reporting Codes:
None -
1. Click on “Save”
2. Activate the Enable tax for simulation and Enable tax for transactions Flags
only when you have created all “ Tax Rule Defaults” from the next steps
3. Click on “Save and Close”
END ICMS
10
IPI
Taxes
11
9. Select your country and create your Transaction Taxes, using the “+” Icon:
10. Enter your Tax:

Create Tax
Tax Regime Code: BR_IPI
Tax: BR_IPI
Tax Name: BR_IPI
Tax Type: IPI_TAX
End Date: -
Enable tax for simulation: ( X ) Enabled
12
Tax Information
Geography Type: COUNTRY
Minimum Accountable Unit: 0.01
Tax Precision: 2
Conversion Rate Type: Corporate
Compounding Precedence: 150
Collecting Tax Authority: -
Applied Amount Handling: Prorated
Set as offset tax: -
Set tax for reporting -

purpose only:
13
Controls
Tax Point Basis Tax:
Tax Inclusion Method: Standard noninclusive handling
Allow override and entry of inclusive tax lines: ( X ) Enabled
Allow tax rounding override: ( X ) Enabled
Use legal registration number: -
Allow duplicate registration numbers: ( X ) Enabled
Allow multiple jurisdictions: ( X ) Enabled
Allow creation of multiple jurisdictions: -
Use in withholding tax calculation: -
Tax Accounts Controls
Tax Accounts Creation Method: Create tax accounts
Tax Accounts Source: -

Default
Use tax exemptions from an existing tax: -
Tax Exemptions Source: -
14
Validation Type: -
Validation Level: -
Tax Recovery Controls and Defaults
Allow Tax recovery: -
Allow tax recovery rate override: -
Primary Recovery Type:
Secondary Recovery Type: -
Direct Defaults
Place of Supply: Bill from
15
Tax Calculation Formula: STANDARD_TC
Taxable Basis Formula: STANDARD_TC or STD_OTHERS_BC_IPI (* - Step 11)
Tax Jurisdiction: -
Tax Status: -
Tax Rate: -
11. Create the formula to line “Taxable Basis Formula” to complete the
parameters. Click on “Create” – Create Taxable Basis Formula:

Create Taxable Basis Formula
Tax Formula Code: STD_OTHERS_BC_IPI
Tax Formula Name: STD_OTHERS_BC_IPI
Taxable Basis Type: Line amount
Tax: BR_IPI
16
Line Amount Options
Taxable Basis Type: Line

Amount Options
Base Rate Modifier: -
Add freight charges: ( X ) Enabled
Add insurance charges: ( X ) Enabled
Add packing charges: ( X ) Enabled
Add miscellaneous charges: ( X ) Enabled
Subtract commercial discount: ( X ) Enabled
Subtract cash discount:

Tax Accounts (Tab)
17
Ledger Your ledger
Business Unit Your business unit
Tax Account Details
General Tax Accounts
Tax Recoverable Account: -
12. Tab: “Tax Reporting Codes” – is not required
18
13. Tab - “Tax Jurisdiction”:

Tax Jurisdiction Code: BRF
Tax Jurisdiction Name: BRASIL REPUBLICA FEDERATIVA
Geography Name: Brazil
End Date: -
Threshold Controls (tab)
None -
Tax Accounts (tab)
Ledger: Your ledger
Tax Liability Account: Your Tax Liability Account
Tax Reporting Codes:
None -

END IPI
19
END
More Details:
Unable To Attach Default Tax Rates On Tax Page setup (Doc ID 1668225.1)
Tax Rate Does Not Get Assigned On The Tax Rule Defaults Tab Of The Tax While
Uploading Through Tax Configuration Workbook (Doc ID 2618044.1)
Latin America Cloud Local Solution for Brazil (Doc ID 2291252.1)
Recommended Approach to Setup Oracle ERP Cloud focusing on Brazilian Taxes(5.52 MB)
Quick Reference for Oracle ERP Cloud Documentation for Brazil (Doc ID 2329725.1)
Transaction Taxes for Brazil (Doc ID 2333746.1)
Fusion: Manage Transaction Taxes (Doc ID 1320395.1)
Information Center: Fusion Tax (Doc ID 1354555.2)
Hands-On: Define Taxes / Withholding Tax

Scenario: Create Taxes
Tax Regime done
Expected outcome: Taxes Created
PCC
Taxes (Scope: select your withholding tax)
20

2. Select your country and create your Withholding Tax, using the “+” Icon:
21
3. Enter your Withholding Tax details:

Create Withholding Tax
Tax Regime Code: BR_WT
Tax: BR_PCC
Tax Name: BR_PCC
Tax Type: PCC Tax
End Date: -
Tax Information
22
Tax Minimum Accountable 0.01

Unit:
Tax Precision: 2
Taxable Basis Minimum -

Accountable Unit
Compounding Precedence: -
Controls
Tax Inclusion Method: Standard noninclusive handling
Use legal registration number: ( X ) Enabled
Calculation Point: Payment
Allow invoice amount withholding: -
Tax Invoice Creation Point: Payment
Create zero amount tax authority invoices: -
Rate Schedule Controls
Schedule Basis: Document
Withholding Tax Calendar: -
Appy single rate on total taxable basis: -
23

Default
24
Validation Type: -
Validation Level: -
Direct Defaults
Place of Supply: Bill_from
Taxable Basis Formula: STANDARD_TB
Tax Jurisdiction: - ( *4 )
Tax Status: -
Tax Rate: -
25
4. (*4) Create the Tax Jurisdiction, scroll down to “Indirect Defaults”, select
the line “Tax Jurisdiction”, click on “Create Default” button:

Create Withholding Tax
Jurisdiction
Tax Jurisdiction Code: SRF
Tax Jurisdiction Name: SRF - SECRETARIA DA RECEITA FEDERAL
Tax Regime: BR_WT or BR_CSRF
Tax: BR_PCC
Geography Type: Country
Parent Geography Type: -
Parent Geography Name: -
26

Note: The others information is not necessary complete for this task.
5. After completed step 4, we have:
6. Tab - “Tax Accounts”, create new line here:

Tax Accounts (Tab)
Ledger: Your ledger / COA
Business Unit: Include all your BUs
27
7. Tab - “Threshold Controls” and Tab “Tax Deductions” is not used for this
scenario
Will be necessary complete next steps to come back here and complete the
tab “Tax Reporting Code”.
8. Tab - “Tax Judisdiction”, create new line here:

Tax Judisdiction Code: SRF
Tax Jurisdiction Name: SECRETARIA DA RECEITA FEDERAL – SRF
End Date: -
Default End Date: -
28
9. Tab - “Tax Authorities”, create new line here:

Tax Authorities (Tab)
Collecting Tax Authority: Secretaria da Receita Federal do Brasil
Tax Jurisdiction Code: SRF
Business Unit: Your BU
Collecting Tax Authority PCC (your supplier site)

Site:
Effective Start Date: 01/01/2001
Effective End Date: -
Click on “Save and Close”.
29
END PCC
END
More Details:
- Recommended Approach to Setup Oracle ERP Cloud focusing on Brazilian
Taxes(5.52 MB)
Fusion: Manage Transaction Taxes (Doc ID 1320395.1)
30
Hands-On: Define Tax Statuses / Transaction Tax

Scenario: Create Tax Statuses
Tax Regime done
Taxes done
Expected outcome: Tax Statuses Created
ICMS
Tax Statuses
31

2. On the option “Transaction Tax Statuses”, click “+” to create new register:
3. Enter your Tax Status:

Create Tax Status
Tax: BR_ICMS
Tax Status Code: STANDARD
Tax Status Name: STANDARD
End Date: -
Set as default tax status: ( X ) Enabled
Controls and Default
Allow tax exceptions: ( X ) Enabled
Allow tax rate override: ( X ) Enabled
32

END ICMS
33
IPI
Tax Statuses
34

Create Tax Status
Tax: BR_IPI
End Date: -
35

END IPI
END
More Details:
Taxes(5.52 MB)
Hands-On: Define Tax Statuses / Withholding Tax

Scenario: Create Tax Statuses
Tax Regime done
Taxes done
Expected outcome: Tax Statuses Created
36
PCC
Tax Statuses

37

Create Tax Status
Tax Regime Code: BR_WT or BR_CSRF
Tax: BR_PCC
End Date: -
38

END PCC
END
More Details:
Taxes(5.52 MB)
39
Hands-On: Define Tax Jurisdictions / Transaction Tax

Scenario: Create Tax Jurisdictions
Tax Regime done
Taxes done
Tax Statuses done
(*) if you created before at Manage Tax, skip this task
and go to next
Expected outcome: Tax Jurisdictions Created
ICMS
Tax Jurisdictions
40
2. On the option “Transaction Tax Jurisdictions”, click “+” to create new

register:
3. Enter your Tax Jurisdiction:

Create Tax Jurisdiction
Tax Jurisdiction Code: SP Secretaria da Fazenda – SEFAZ
Tax Jurisdiction Name: SP Secretaria da Fazenda – SEFAZ
Tax: BR_ICMS
Geography Type: STATE
Geography Name: SP
Inner city jurisdiction: -
Precedence Level: 300
Collecting Tax Authority: SP Secretaria da Fazenda – SEFAZ
End Date: -
41
Registration Number Controls

and Defaults
Validation Type: -
Validation Level: -
Default Information
Set as default jurisdiction: ( X ) Enabled
Default End Date: -
Associated Information
Tax Accounts (Tab)
Ledger: Your ledger
Tax Recoverable Account: -
Tax Liability Account: Your liability account
Tax Reporting Codes (Tab)
none -
42
END ICMS
IPI
→ Setup: Financials → Transaction Tax → Task: Manage Tax Jurisdictions
43

register:

Tax Jurisdiction Code: SRF - Secretaria Receita Federal
Tax Jurisdiction Name: SRF - Secretaria Receita Federal
Tax: BR_IPI
Parent Geography Type: TM_REGION
Parent Geography Name: Latin America
44
Inner city jurisdiction: -

Precedence Level: 200
Collecting Tax Authority: SRF - Secretaria Receita Federal
End Date: -

and Defaults
Validation Type: -
Validation Level: -
Default Information
Set as default jurisdiction: ( x ) Enabled
Default End Date: -
Tax Accounts (Tab)
45
Ledger: Your ledger

Tax Recoverable Account: Your recoverable account
Tax Reporting Codes (Tab)
none -
END IPI
END
More Details:
Taxes(5.52 MB)
How To Manage Jurisdictions (Doc ID 1348469.1)
46
Hands-On: Define Tax Jurisdictions / Withholding Tax

Scenario: Create Tax Jurisdictions
Tax Regime done
Taxes done
Tax Statuses done
(*) if you created it before at manage tax skip this tax
and go to nex
Expected outcome: Tax Jurisdictions Created
WT
→ Setup: Financials → Transaction Tax → Task: Manage Tax Jurisdictions
47

register:

Tax Jurisdiction Code: SRF – Secr.Receita Federal
Tax Jurisdiction Name: SRF – Secr.Receita Federal
Tax Regime Code: BR_WT or BR_CSRF
Tax: BR_PCC
Parent Geography Type: TM_REGION
Parent Geography Name: Latin America
End Date: -
48

and Defaults
Validation Type: -
Validation Level: -
Default Information
Set as default jurisdiction: ( X ) Enabled
Default End Date: -
Tax Authorities
Collecting Tax Authority: Secretaria da Receita Federal do Brasil
Collecting Tax Authority Site: PCC
49
Threshold Controls (Tab) Nothing to complete here

Associated Jurisdiction Tax
Rate Periods (Tab) Nothing to complete here
Tax Accounts (Tab)
Ledger: Your ledger
Tax Reporting Codes (Tab) Nothing to complete here

END WT
END
More Details:
Taxes(5.52 MB)
How To Manage Jurisdictions (Doc ID 1348469.1)
50
Hands-On: Tax Registration – LRU vs IE

Scenario: Register IE & IM to Brasil LACS
Pre-Requirement: Have Brasil LACS active in your environment
Tax Regime Done (State and City Level)
Taxes Done
Procedure: Describe steps below
Expected outcome: IE & IM Registered
IE
2. Navigate to: Setup: Financials → Transaction Tax → Task: Manage Tax

Registrations
51
3. Here on the “Manage Tax Registrations” is the place that you create your
Brazil Localizations lines to register IE and IM Registration Number. Search
for “Legal Reporting Unit Tax Profiles”, using your LE details:
Scroll down to Tax Registrations and click on “+”:

4. Is necessary created one line for IE and another line to IM:

General / Registration Details
Tax Registration Type: Others
Validation Type: ORA_BR_IE
Validation Level: Warning
Duplicate Validation Level: No validation
Registration Number: 206265026119
206292929110 / Inscrição Estadual(IE)
52
Issuing Tax Authority: Your tax authority associated with this registration
Tax Registration Status: Registered

END IE
IM
6. Navigate to: Setup: Financials → Transaction Tax → Task: Manage Tax

Registrations
53
7. Here on the “Manage Tax Registrations” is the place that you create your
Brazil Localizations lines to register IE and IM Registration Number. Search
for “Legal Reporting Unit Tax Profiles”, using your LE details:
54
Scroll down to Tax Registrations and click on “+”:
8. Is necessary created one line for IE and another line to IM:

General / Registration Details
Tax Registration Type: Others
Validation Type: ORA_BR_IM
Validation Level: Warning
Duplicate Validation Level: No validation
Registration Number: Your City Number / Inscrição Municipal (IM)
Issuing Tax Authority: Your tax authority associated with this registration
55

END IM
END
More Details:
Taxes(5.52 MB)
Tax Registrations and Taxpayer IDs for Brazil ( 2347408.1)
56
Hands-On: Define Party Tax Profile

Scenario: Create Party Tax Profile
Tax Regime done
Taxes done
Tax Statuses
Tax Jurisdictions
Expected outcome: Party Tax Profile Created
Note: Check if the information already exists before created.
LE
Party Tax Profiles
57
2. Search by the level that you want to do the setup here, on this example, We
will use “Legal Entity Tax Profiles”:
3. Click on “+” to create new Legal Entity Tax Profiles Line:
58
4. Enter your Legal Entity Tax Profile:

Create Legal Entity Tax
Profile
Legal Entity: Your legal entity
Legal Entity Identifier: Your LE Identifier number
Address: Your address
Country: Your country
Controls and Default (tab) nothing to complete here
Classifications (tab) nothing to complete here
Tax Reporting Codes (tab) nothing to complete here
Configuration Options (tab)
Tax Regime Code: List of your Tax Regime done
Regime Type: Indirect tax or withholding tax
Tax Regime Name: List of your Tax Regime done
Country: Brazil
Tax Geography Type: -
Tax Geography Name: -
Configuration for Taxes and Common configuration with party overrides
Rules:
Configuration for Product Common configuration
Exceptions:
Parent First-Party -
Organizations:
Effective Start Date: 01/01/2001 for each line
Enable: ( X ) Enabled
Service Subscription (tab) nothing to complete here
59
END LE
BU
Party Tax Profiles
60
61
6. Search by the level that you want to do the setup here, on this example, We
will use “Business Unit Tax Profiles”:
7. Click on “+” to create new Business Unit Tax Profiles Line:

8. Enter your Business Unit Tax Profile:

Create Business Unit Tax
Profile
Address: Your address
Country: Your country
Controls and Default (tab) nothing to complete here
Transaction Tax
Use legal entity tax ( x ) enabled
subscription:
Use Subscription of the Legal 01/01/2001
Entity Start Date:
Withholding Tax
Use legal entity withholding ( x ) enabled
tax subscription:
Use Subscription of the Legal 01/01/2001
Entity Start Date:
Configuration Options nothing to complete here
Service Subscription nothing to complete here
Application Tax Options (tab) nothing to complete here
62
END BU
63
LRU
Party Tax Profiles

10. Search by the level that you want to do the setup here, on this example,
We will use on this second time “Legal Reporting Unit Tax Profiles”:
64
11. Enter the criteria for your search on the header and click on search button:
12. Enter your Legal Reporting Unit Profile:

Create Legal Entity Tax
Profile
Legal Reporting Unit: Your LRU
Legal Entity: Your LE
Controls and Default (tab)
Transaction Tax
Rounding Level: Header
Rouding Rule: Nearest
Set Invoice Values as tax -
inclusive:
Tax Classification Code: -
Classifications (tab) nothing to complete here
END LRU
65
Hands-On: Define Product-Based Tax Classifications

Scenario: Create Product-Based Tax Classifications
Pre-Requirement: Tax Regime done
Taxes done
Tax Statuses
Tax Jurisdictions
Expected outcome: Product-Based Tax Classifications Created

→ Setup: Financials → Fuctional Areas: Transaction Tax → Task: Manage
Product-Based Fiscal Classifications
66
2. Select by “Product Fiscal Classification Type”, and create new register:
3. Enter your Product Fiscal Classification Type Group:

Create Product Fiscal
Classification:
Inventory Category Set: LACLS_NCM_SERVICE_CODE
Fiscal Classification Type LACLS_NCM_SERVICE_CODE
Group
Level: 1
Type Code: LACLS_NCM_SERVICE_CODE
Type Name: LACLS_NCM_SERVICE_CODE
Start Position: 1
Number of Characters: 15
End Date: -
67
Scroll down to Associated Tax Regimes

4. Complete the data related to Associated Tax Regimes:
Associated Tax Regimes:
Tax Regime name: BR_ICMS
Use in item exceptions: -
End Date: -

END
More Details:
Taxes(5.52 MB)
LACLS - Integrations with ISVs (Doc ID 2240956.1)
WHITEPAPER: Oracle Fusion Product-Based Fiscal Classifications (Doc ID 2675438.1)
Cannot Select Inventory Category Set During Product Fiscal Classification Setup (Doc ID
2030746.1)
68
Hands-On: Define Country Default Controls

Scenario: Create Country Default Controls
Taxes done
Tax Statuses
Tax Jurisdictions
Product-Based Tax Classifications Created
Expected outcome: Country Default Controls Created

Country Default Controls

69
2. Click on “+” , and create new register:
3. Enter your Country Default Controls for Brazil:

Fiscal Classification Defaults
Country: Brazil
Primary inventory Category LACLS_NCM_SERVICE_CODE
Set:
Default Transaction Intended -
Use Code:
Default Product Category FISCAL CLASSIFICATION CODE
Code:
Party Tax Profile Defaults
Tax Registration Type: -
Collecting Tax Authority: -
Issuing Tax Authority: -
Tax Regime and Tax Defaults No data found
and Defaults
Validation Type: -
Validation Level: None
Duplicate Validation level: No validation
70

END
More Details:
Taxes(5.52 MB)
LACLS - Integrations with ISVs (Doc ID 2240956.1)
Unable To Populate The Desired Tax Code Using The 'Product Fiscal Classification Types'
(Doc ID 2423230.1)
Unable To Enter Product Fiscal Classification In AR Invoice Lines Before Saving (Doc ID
2556457.1)
71
END
More Details:
Taxes(5.52 MB)
How To Manage Tax Profiles for Legal Entity,Legal Reporting Unit and Business Unit (Doc
ID 1346484.1)
72
Hands-On: Define Owner Tax Options / Transactions

Scenario: Define Owner Tax Options
Taxes done
Tax Statuses
Tax Jurisdictions
Expected outcome: Owner Tax Options Created

Configuration Owner Tax Options
73
2. Click on “+” icon to create new line:
3. Enter your Configuration Owner Tax Options:

Create Configuration Owner
Tax Options:
Configuration Owner: Your LE
Party Name: First party legal entity
Application Name: Fiscal Document Capture
Event Class: Fiscal Document Capture
Entity Name: FISCAL_DOCUMENT
End Date: -
Scroll down to Default Tax Options
74
4. Complete the data related to Default Tax Options:

Default Tax Options
Rounding Level Header
Regime Determination Set: Determine Applicable Tax Regimes / TAXREGIME
Perform additional ( x ) enabled
applicability for imported
documents
Enforce tax from reference ( x ) enabled
document:
Enforce tax from account: ( x ) enabled
Allow tax applicability: ( x ) enabled
Allow entry of manual tax ( x ) enabled
lines:
Allow recalculation of manual ( x ) enabled
tax lines:
Show tax calculation errors on ( x ) enabled
transactions:
Allow override and entry of ( x ) enabled
inclusive tax lines:
Allow supplier tax variance ( x ) enabled
calculation:
75

Tax Tolerance
Tolerance Percentage: 0
Tolerance Range Amount: 0.01
Click on “Save and create another”
76

Tax Options:
Application Name: Payables
Event Class: Standard Invoices / Payables
Entity Name: Purchase Invoices
End Date: -
Scroll down to Default Tax Options

7. Complete the data related to Default Tax Options:

Default Tax Options
Rounding Level Header
Regime Determination Set: Determine Applicable Tax Regimes / TAXREGIME
Perform additional ( x ) enabled
applicability for imported
documents
Enforce tax from reference ( x ) enabled
document:
Enforce tax from account: ( x ) enabled
Allow tax applicability: ( x ) enabled
Allow entry of manual tax ( x ) enabled
lines:
Allow recalculation of manual ( x ) enabled
tax lines:
77
Show tax calculation errors on ( x ) enabled

transactions:
Allow override and entry of ( x ) enabled
Allow supplier tax variance ( x ) enabled
calculation:
78

Tax Tolerance
Tolerance Percentage: 0
Tolerance Range Amount: 0.01

Receipt Tax Options
Allow delivery-based tax ( x ) enabled
calculation:
Report Delivery-Based Taxes Receipt
on:
Tax point date: Receipt Date
Tax point basis: Delivery

END
More Details:
Taxes(5.52 MB)
79
Party Type Option 'Business Unit Owning Tax Content' Is Not Available When Creating
Configuration Owner Tax Options For One Business Unit. (Doc ID 2358856.1)
Hands-On: Define Owner Tax Options / Withholding

Scenario: Define Owner Tax Options
Taxes done
Tax Statuses
Tax Jurisdictions
Expected outcome: Owner Tax Options Created

Configuration Owner Tax Options:

80

Tax Options:
Event Class: Standard Invoices
Apply Withholding: ( x ) Enabled
Process Transaction Taxes: ( x ) Enabled
Allow Manual Withholding: ( x ) Enabled
Regime Determination Set: Determine applicable Withholding regimes
Calculation Point: Both
Tax Invoice Creation Point: -
Include Discount: -
End Date: -
81
Click on “Save and create another”

82

Tax Options:
Event Class: Prepayment Invoices
Apply Withholding: ( x ) Enabled
Process Transaction Taxes: ( x ) Enabled
Allow Manual Withholding: ( x ) Enabled
Regime Determination Set: Determine applicable Withholding regimes
Calculation Point: Both
Tax Invoice Creation Point: -
Include Discount: -
End Date: -
83
END
More Details:
Taxes(5.52 MB)
Party Type Option 'Business Unit Owning Tax Content' Is Not Available When Creating
Configuration Owner Tax Options For One Business Unit. (Doc ID 2358856.1)
84
Hands-On: Define Tax Rates and Tax Recovery Rates /

Transaction Tax
Scenario: Create Tax Rates and Tax Recovery Rates
Tax Regime done
Tax done
Tax Statuses done
Tax Jurisdictions done
Party Tax Profile done
Configuration Owner Tax Options done
Expected outcome: Tax Rates and Tax Recovery Rates Created
ICMS

Tax Rates and Tax Recovery Rates
2. To create / enter new Tax Rate, use the “+” button:
85
3. Enter your Tax Rate:

Create Tax Rate
Tax: BR_ICMS
Tax Jurisdiction Code:
Tax Rate Code: BR_ICMS_SP_18%
Tax Rate Type: Percentage
Tax Regime Name: BR_ICMS
Tax Name: BR_ICMS
Tax Jurisdiction Name:
Tax Classification Code Set: ( x ) Order to Cash
Assigments
Procure to Pay: ( x ) Enabled
Expenses: -
86
Rate Period
Rate Percentage: 18
Set as Default Rate:
Default End Date: -
Rate Period Details

Main Details (Tab)
Rate Period Name: -
Rate Period Description: Your description
Tax Transaction Type: -
Offset Rate Details
Offset Rate Code: -
Tax of Offset Rate: -
Tax Status Code of Offset -
Rate:
Recovery Rate Details
Default Recovery Rate Code: -
87
Recovery Type: -
Rule Code of Recovery Rate: -
Controls
Tax Inclusion Method: Special inclusive handling
Allow override and entry of ( X ) Enabled
Allow Tax exemptions: ( X ) Enabled
Allow ad hoc tax rate: -
Adjustment for Ad Hoc Tax Taxable basis
Amounts:
Tax Point Basis: -
Tax Accounts (Tab)

Ledger: Your primary ledger
Tax Account Details
Tax Recoverable Account: Your tax recoverable account
Tax Liability Account: Your tax liability account
88
Tax Reporting Code (Tab)

Tax Reporting Type Code: ORA_ICMS_CST_CODE
Data Type: Text
Tax Reporting Code: 00
Description: Fully Taxable
Effective Date: 01/01/2001
Legal Justification Message

Reporting Codes (tab)
None -
1. Click on the “Save and Close” button

2. Create a New ICMS Tax Rate : BR_ICMS_STD_4%
89
Create Tax Rate

Tax: BR_ICMS
Tax Rate Code: BR_ICMS_STD_4%
Tax Regime Name: BR_ICMS
Tax Name: BR_ICMS
Assigments
Expenses: -
Rate Period
Rate Percentage: 4
Set as Default Rate: ( x ) Enabled
Default End Date: -
END ICMS
IPI
5. Come back to Transaction Tax Rate, to create / enter new Tax Rate, use the
“+” button:
90
6. Enter your Tax Rate:

Create Tax Rate
Tax: BR_IPI
Tax Rate Code: 0
Tax Regime Name: BR_IPI
Tax Name: BR_IPI
Assigments
Expenses: -
91
Rate Period
Rate Percentage: 0
Set as Default Rate: ( x ) Enabled
Default End Date: -
Rate Period Details

Main Details (Tab)
Rate Period Name: -
Rate Period Description: Your description
Tax Transaction Type: -
Offset Rate Details
Offset Rate Code: -
Tax of Offset Rate: -
Tax Status Code of Offset -
Rate:
Recovery Rate Details
Default Recovery Rate Code: -
Recovery Type: -
92
Rule Code of Recovery Rate: -

Controls
Tax Inclusion Method: Special noninclusive handling
Allow override and entry of ( X ) Enabled
Allow Tax exemptions: ( X ) Enabled
Allow ad hoc tax rate: -
Adjustment for Ad Hoc Tax Taxable basis
Amounts:
Tax Point Basis: -
93
Tax Accounts (Tab)

Ledger: Your primary ledger
Tax Account Details
Tax Recoverable Account: Your tax recoverable account
Tax Liability Account: Your tax liability account
Tax Reporting Code (Tab)

Tax Reporting Type Code: ORA_IPI_CST_CODE
Data Type: Text
Tax Reporting Code: 49
Description: Other inbound transactions
Effective Date: 01/01/2001
Legal Justification Message

Reporting Codes (tab)
94
None -
END IPI
END
More Details:
- Recommended Approach to Setup Oracle ERP Cloud focusing on Brazilian Taxes(5.52 MB)
Tax Rate Is Not Appearing In The LOV (Doc ID 2186602.1)
Hands-On: Define Tax Determining Factor Sets

Scenario: Create Tax Determining Factor Sets
Pre-Requirement: Previous steps / pages
Expected outcome: Tax Determining Factor Sets Created
ICMS

Tax Determining Factor Sets
95
2. To create / enter new Tax Determining Factor Set, use the “+” button:
3. Enter with the details:

Create Tax Determining Factor
Set
Tax Determining Factor Set Code: BR-XX-ICMS
96
Tax Determining Factor Set BR-XX-ICMS

Name:
Set Usage: Tax Rules
Tax Regime Code: BR_ICMS_REGIME
Ledger: -
Associate Tax Determining

Factors
Determining Factor Class: Geography
Tax Class Qualifiers: Ship from
Determining Factor Name: State
Required: ( x ) Enabled

Factors
Determining Factor Class: Geography
Tax Class Qualifiers: Ship to
Determining Factor Name: State
Required: ( x ) Enabled
Associate Tax Determining (*) Review setup informations below if you have
Factors issues here
Determining Factor Class: Product inventory linked
Tax Class Qualifiers: -
Determining Factor Name: LACLS_NCM_SERVICE_CODE
Required: -

Factors
Determining Factor Class: Transaction input factor
Tax Class Qualifiers: -
Determining Factor Name: Intended Use
Required: -
97
Note: Could be possible increase more lines, like “Product inventory linked”
and “Transaction input factor” to define for which inventory item and which
INTENDED USE are associated to factor set.
98
(*) Review information below
99
END
More Details:
Fusion Tax Resolution Flow (Doc ID 2399874.2)
Hands-On: Define Tax Condition Sets

Scenario: Create Tax Rules
Expected outcome: Tax Rules Created

Tax Condition Sets
Select and Add your Tax Regime created previously:
100

2. To create / enter new Tax Condition Set, use the “+” button:

Create Tax Condition Set
Tax Condition Set Code: BR-VUC-SP-SP-ICMS_84439923
Tax Condition Set Name: BR-VUC-SP-SP-ICMS_84439923
Tax Determining Factor Set Code: BR-XX-ICMS (created before)
Ledger: -
Country: Brazil
Tax Condition Set Details: (*) check information below

Tax Determining Factor Class: Transaction input factor
Tax Class Qualifier: -
Operator: Equal to
101
Value or Start from Range: VENDA USO CONSUMO
Tax Determining Factor Class: Product inventory linked

Tax Class Qualifier: Level 1
Operator: Equal to
Value or Start from Range: 84439923
Tax Determining Factor Class: Geography

Tax Class Qualifier: Ship from
Operator: Equal to
Value or Start from Range: SP
Tax Determining Factor Class: Geography

Tax Class Qualifier: Ship to
Operator: Equal to
Value or Start from Range: SP
Note: Could be possible increase more lines, like “Product inventory linked”
and “Transaction input factor” to define for which inventory item and which
intended user to define and associated conditions.
102
(*) check information below
103
104
END
More Details:
How to Modify Tax Conditions post 19B (Doc ID 2560453.1)
105
Hands-On: Define Tax Rules


Tax Rules
106
2. Select Tax Rule Type = “Tax Applicability Rules”

Create Determine Tax
Applicability Rule:
Rule Details
Rule Code: BR_ICMS_SAI_XX
Rule Name: BR_ICMS_SAI_XX
Tax Regime Code: BR_ICMS_REGIME
Tax: BR_ICMS
End Date: -
Event Class
Event Class: Sales Transaction or Invoice (Receivables)
Geography: No data required
107
Tax Determining Factor Set

Code: BR_XX_ICMS
Name: BR_XX_ICMS
Ledger: -
4. Click “Next” button, topic “2 – Tax Condition Set”:

Tax Condition Set
Tax Condition Set Code: BR-VUC-SP-SP-ICMS_84439923
Tax Condition Set Name: BR-VUC-SP-SP-ICMS_84439923
Tax Condition Set Order: -
New Condition Set Order: 1
Result: Applicable
Enabled: ( x ) Enabled
108
5. Click on “Tax Reporting Codes” tab
6. Click on “Legal Justification Message Reporting Codes” tab
(*) check how to create the tax reporting tax code below, after step 8
109
7. Click “Save and Next” button, topic “3 – Rule Status and Order”:
Rule Status and Order

Rule Order: 10
New Rule Order: -
Evaluation Order: 1
Rule Code: EB-ICMS-NOTA0-5999
Rule Name: EB-ICMS-NOTA0-5999
End Date: -
Enabled: ( x ) Enabled
Application: -
Event Class: Sales Transaction
8. Click on “Submit” button:
(*) check how to create the tax reporting tax code

Task: Manage Tax Reporting Types
110
Create Tax Rate Rule :
111
END
More Details:
112
Hands-On: Simulator Transactions

Pre-Requirement: Associate Roles - Receivables
Create Customer and associate Tax profile

Simulator Transactions
2. Select Simulator transactions, click on “+” to create:
113
3. Enter the data based on your LE, BU and Geography:
4. Click on “Save”.
5. Click on “View Tax Line”.
END
More Details:
How to use Tax Simulator for AR Transactions? (Doc ID 1414646.1)
114
FDG – Fiscal Document Generator

Hands-On: Create Legal Justification Code
Scenario: Create Legal Justification Code
Pre-Requirement: Financials Setup done
Procurement Setup done
SCM Setup done
LACLS Setup Done
Expected outcome: Legal Justification Code Created

Tax Reporting Types → Scope: Your Tax Regime
115

Create Tax Reporting
Type
Tax Reporting Type Code: ORA_BR_MSG_CODE
Tax Reporting Type ORA_BR_MSG_CODE
Name:
Tax Reporting Type Legal Justification message type
Purpose:
Data Type: Text
Country: Brazil
Tax Regime Code: -
Tax: -
Minimum Length of 1
Reporting Codes:
Maximum Length of 30
Reporting Codes:
End Date: -
116

Reporting Type Uses
Process Result ( x ) Enabled
Tax Rate: ( x ) Enabled

Tax Reporting Codes
Tax Reporting Code: MSN_LEGAL_ICMS_01
Legal Justification Text: 'Mercadoria remetida para demonstracao ICMS
(max character 240) suspenso nos termos do Ajuste SINIEF 02/18
Effective End Date:
Tax Reporting Codes

Tax Reporting Code: MSN_LEGAL_ICMS_02
Legal Justification Text: 'Suspenso cfe. inc. IX, art. 7, Seção II do RICMS-SP
(max character 240)
Effective End Date:
Include all your Legal Justification
117
END
More Details:
- Recommended Approach to Setup Oracle ERP Cloud focusing on Brazilian Taxes(5.52 MB) –
version 18-may-2021
Order to Cash for Brazil (Doc ID 2335507.1)
Create lookup type and lookup code to populate legal reporting status attribute on tax distributions
(Doc ID 2613244.1)
Fiscal Document Generation -

https://docs.oracle.com/en/cloud/saas/financials/21b/faufa/financials-for-
brazil.html#FAUFA2458073
118
Hands-On: Define Fiscal Attribute Templates

Scenario: Define Fiscal Attribute Templates
SCM Setup done
LACLS Setup Done
Expected outcome: Fiscal Attribute Templates Created
(Fiscal Attributes are the additional transaction attributes
required for fiscal document generation)

→ Task: Search
2. Search by Manage Fiscal Attribute Templates for Brazil
119
3. Click on “+” icon to create new attribute template
4. Complete the data
END
More Details:
version 18-may-2021

120
Hands-On: Create Transaction with FDG
1. Navigate to:
Homepage → Receivables → Billing → Tasks: Create Transactions
2. After you create your transaction and save by first time, complete the data
in red box (related to Determining Factor and Condition Sets)
121
3. CFOP (Sell) is inside of Transaction Business Category
4. After you have completed these steps manually or by Spreadsheet, click

Save.
Check if your taxes are calculated
5. The invoice status will be “Incomplete” until the validation of SEFAZ or

other Legal Authority.
122
FDG
6. Click on “Actions → Request for Fiscal Document”
7. Click on “Actions → Update Fiscal Attributes”
8. Complete the data like Legal Reporting Unit, Attribute Template, Good
Series…
Check if you need complete another tab like Reference information, Additional Legal
Information(will completed by attribute template), Additional Taxpayer Information,
Freight Information, Reference Legal Processes (blue line)
123
9. Click on Submit button
10. On the Create Transaction click on Save and close
11. Navigate to:

Homepage → Receivables → Billing → Tasks: Manage Fiscal Document
Generation
If necessary is possible correct the fiscal attributes by the option “Spreadsheet

for fiscal Attribute Corrections” for mass data.
124
12. Search your business and Transaction
Select your line and Click on the “Generate Fiscal Document” (not on the list)
Repeat the step 12 to check the new status of Fiscal Document Status
13. This environment have a wrong Geography defined to Brazil and We does
not have ISV Parner, because of that, it is not possible complete the task with
success.
But into a new environment these steps are completed with success.
125
END
More Details:
version 18-may-2021

126
FDC – Fiscal Document Capture

Hands-On: Create Trading Partner Item
Scenario: Create Trading Partner Item
SCM Setup done
LACLS Setup Done
Expected outcome: Trading Partner Item Created
1. Navigate to:
Homepage → Product Management → Product Information Management
2. Click on Tasks → Manage Trading Partner Items
127
3. Click on “+”

Manage Trading Partner
Item
Trading Partner Item: The item number that your supplier send into XML file
Description: Your description
Trading Partner: Your Supplier
Start Date: Sysdate
End Date: -
Status: -
128
5. Scroll down and complete the Relationships block

Relationships
Item: Your inventory item
Organization: Your Item Organization (Item Master)
Trading Partner Item Your item description
Description:
Start Date: Sysdate
Click on OK
6. Click on Save and close the
END
More Details:
Fusion PIM: How To Create Trading Partners Items (Doc ID 1388646.1)
How To Upload Expense Items And Create Manage Trading Partner Item Records Via Item Import
Template/FBDI? - Sample Template (Doc ID 2379878.1)
version 18-may-2021 – pag98 “MAPPING SUPPLIER ITEM”
Fiscal Document Capture -
https://docs.oracle.com/en/cloud/saas/supply-chain-management/21b/fafdc/capturing-fiscal-
documents-introduction.html#FAFDC2349512
129
Hands-On: Define Fiscal Document Tolerances

Scenario: Fiscal Document Tolerances
SCM Setup done
LACLS Setup Done
Expected outcome: Fiscal Document Tolerances Created
FDC will consider the tolerance defined here to validate, or not, the fiscal
document entrance. The tolerance can be defined at Supplier, Inventory
Organization and Item level.
1. Navigate to:
Homepage → Supply Chain Execution → Fiscal Document Capture
2. Click on Tasks → Manage Fiscal Document Tolerances
130
3. Define your tolerance rules based on your business
Click on Save and Close
Note: if FDC doesn´t find any tolerance set here, the system follows the hierarchy existing
in the process: PO, Receiving options and so on.
END
More Details:
PRC:PO: How Does Over-receipt Tolerance Default In Purchase Order (Doc ID 2346355.1)
version 18-may-2021 – pag40 “TOLERANCES”
131
Hands-On: XML Import File

Scenario: Import XML File
SCM Setup done
LACLS Setup Done
Expected outcome: XML File Imported
1. Navigate to:
Homepage → Hamburguer → Tools → File Import and Export
132
2. Scroll down and click on Search Result → “+” to import your XML File

Upload File
File: Your invoice xml file.zip (is necessary zip the xml file to
upload)
Account: scm/BrazilSEFAZSupplierMessages/Import
Click on Save and Close
133
4. Make sure your information it is correct:
Come back to Springboard
5. To import the file navigate:

Homepage → Hamburguer → Tools → Schedule
134
6. Submit the job below:

Schedule New Process
Type: Job
Name: Import Brazil Electronic Documents
Description: Retrieves Brazil electronic documents, such as invoices
and freight invoices, from the content server.
Click on OK Button
When the job was completed, go to next step
135
7. Submit the job below:

Schedule New Process
Type: Job
Name: Import Electronic Fiscal Documents
Description: Imports electronic fiscal documents from the interface
into database tables.
8. Complete the data:
Is possible keep blank the fields and import all invoices or you can choice your
supplier and invoice and upload
136
9. Click on Submit button
10. It is possible check the import details and error using this .txt file
137
11. Access the FDC, navigate to:

12. If your invoice was imported with success, you will find him here
To complete the flow, click on the link
138
13. If your invoice it is not listed on dashboard, click on Tasks → Manage

Interface Exceptions
14. Search by your document and click on fiscal document link
15. Check and fix your file based on your xml into your setup revision
Try process again your xml file.
139
END
More Details:
FDC : Import XML Error in FDC Transaction (Doc ID 2737741.1)
version 18-may-2021
How to Reverse Process to Undo Inbound Fiscal Document (FDC)? (Doc ID 2537128.1)
140
Hands-On: Create Fiscal Document Capture

Scenario: Fiscal Document Capture
SCM Setup done
LACLS Setup Done
Expected outcome: Fiscal Document Capture Created
These steps are similar between on xml file imported or the create a manual
document
1. Navigate to:
2. Click on Tasks → Manage Inbound Fiscal Documents
141
3. Click on “+” to create your fiscal document manually
Note: if your xml was imported with success will be displayed like this example on 10003 -
….
4. Complete these 4 boxes: Header, Lines, Charges (if you have), Other
Documents (if you have)
142
Header
Complete the data using your LE, BU and supplier informations
Acknowledged Date - date used to posting on GL, AP and Receiving period
Status of Fiscal Document:

-New
-Needs Revalidation
-Completed Prevalidation
-Captured
Save these data before move to the next task

Click on lines box
143
Lines
Enter with your lines details using a Purchase order or no source
Notes:
• To show your item into orange box, it is necessary complete the task
“Manage Trading Partner Items”;
• Save the red box, before you complete the line detail below
144
Notes:
• Product Fiscal Classification = your NCM associated into your item
• Location of Fiscal discharge (used by services), Tax Classification,
Assessable Value – these fields are not covered by xml file
Scroll down to Schedules details, click on “+”
145
Search your PO Number (EXTPO10) and complete the line with PO Details
Click on “Taxes” tab
Enter with your tax details, for this example check the Incluse like enabled
Save these data before move to the next task
Click on Charges and other document if you have freight details and
additional information to include.
146
5. When you complete your Fiscal Document information, click on Actions →

Validate Fiscal Document
6. Now you have permission to confirm the item deliveries on your FDC, click
on Actions → Confirm item Deliveries
7. Enter with your delivered quantity and click on save and close
147
8. Validate again your document to make sure the holds and validations erros,
click on Actions → Validate Fiscal Document
9. Click on your box “Holds and Validation Errors” to solve the hold tasks
148
10. Scroll down and click on Policy discrepancy to do the release hold (blue
box)
Click on the line and after that click on Release Hold button
11. Enter with your reason and click on save button
149
12. Validate again your document to make sure the holds and validations
erros, click on Actions → Validate Fiscal Document
13. Your completed the task and now you FDC document was transfer to
Payables
14. Navigate to:

Homepage → Payables → Invoices
150
15. On your dashboard, click on recent invoices and check the line created
To complete this input, is necessary complete the receipt (Supply Chain

Execution → Inventory Management)
Check into invoice distributions, the Receipt number to use on next step
151
16. Navigate to:

Homepage → Supply Chain Execution → Inventory Management
16. Access Tasks → Receipts → Put Away Receipts
152
17. Make sure you are doing the receipt into a correct inventory organization.
Enter your receipt number and click on Search
18. Select your line, click on “Put Away” button
19. Complete the data and click on submit button
21. Now you are able to validate your invoice into AP

153
22. After that, don´t forget to execute these jobs into “Schedule New Process”
• Transfer Costs to Cost Management
• Transfer Transactions from Receiving to Costing
• Transfer Transactions from Inventory to Costing
• Create receipt accounting distributions
• Create cost accounting distributions
• Create cost accounting distributions
23. To evaluate the costs, execute the tasks related to Cost Valuation
END
More Details:
version 18-may-2021
How to Reverse Process to Undo Inbound Fiscal Document (FDC)? (Doc ID 2537128.1)
154

Define Taxes

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ERP Academy (Hands-ON)

Hands-On: Define Taxes / Transaction Tax

Pre-Requirement: Geography Setup done

Tax Regime done

Procedure: Described steps below

Expected outcome: Taxes Created

Select and Add your Tax Regime done before:

Click on Apply and Go to Task

3. Enter your Tax:

Complete the fields below:

Tax Regime Code: BR_ICMS

Configuration Owner: Global configuration owner

Tax Name: BR_ICMS

Start Date: 01/01/2001

Enable tax for simulation: ( X ) Enabled

Enable tax for transactions: ( X ) Enabled

Geography Type: STATE

Parent Geography Type: COUNTRY

Parent Geography Name: Brazil

Override Geography Type: -

Tax Currency: BRL – Brazilian Real

Minimum Accountable Unit: 0.01

Conversion Rate Type: Corporate

Rounding Rule: Nearest

Compounding Precedence: 300

Reporting Tax Authority: -

Collecting Tax Authority: Your tax authority

Applied Amount Handling: Prorated

Set as offset tax: -

Set tax for reporting -

Controls and Defaults (Tab)

Tax Point Basis Tax: -

Tax Inclusion Method: Special inclusive handling

Allow override and entry of inclusive tax lines: ( X ) Enabled

Allow tax rounding override: ( X ) Enabled

Allow override of calculated tax lines: ( X ) Enabled

Allow entry of manual tax lines: ( X ) Enabled

Use legal registration number: ( X ) Enabled

Allow duplicate registration numbers: -

Allow multiple jurisdictions: ( X ) Enabled

Allow creation of multiple jurisdictions: ( X ) Enabled

Tax Accounts Controls

Tax Accounts Creation Method: Create tax accounts

Tax Accounts Source: -

Tax Exceptions and Exemptions Controls and

Allow Tax exceptions: ( X ) Enabled

Allow tax exemptions: ( X ) Enabled

Use tax exemptions from an existing tax: -

Tax Exemptions Source: -

Registration Number Controls and Defaults

Duplicate Validation Level: -

Tax Recovery Controls and Defaults

Allow Tax recovery: ( X ) Enabled

Allow tax recovery rate override: ( X ) Enabled

Primary Recovery Type: RECOVERABLE

Secondary Recovery Type: -

Tax Rule Defaults (Tab)

Place of Supply: Ship to

Tax Applicability: Not Applicable

Tax Registration: Bill-from party

Tax Calculation Formula: STANDARD_TC

Taxable Basis Formula: STANDARD_TB ( optional STD_OTHERS_BC_ICMS