Practice - Entering Tax Rules

for a GRE
Overview
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page ) o" )0 ev )
Practice - Entering Tax !les "or a #E
System References
None
Distribution
Job Title
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Ownership
The Job Title [list@YourCompany.com?Subject=E!"""""# is responsible $or ensurin% that this
&ocument is necessary an& that it re$lects actual practice.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page 2 o" )0 ev )
Practice* Entering Tax !les "or a #E
Overview
'n this practice you (ill learn ho( to enter )e&eral* +ocal an& State ta" rules $or a ,-E.
ssumptions
You can use the !S .-/S /ana%er or !S Super .-/S /ana%er responsibility to
per$orm this tas0. 'n this practice* (e lo% in as hrms1(elcome an& use the !S Super
.-/S /ana%er responsibility.
You must ha2e access to an 3racle 4pplication 5ision &atabase or comparable trainin%
or test instance at your site on (hich to complete this practice.
Set your e$$ecti2e &ate to 678J4N8966:.
This practice co2ers only the re;uire& steps $or per$ormin% this tas0.
-eplace << (ith your initials or the uni;ue %roup i&enti$ier pro2i&e& by your
instructor.
Tas!s
"avigate to the Relevant #in$ow
Na2i%ate to the +ocation (in&o( an& create a location.
Na2i%ate to the 3r%ani=ation (in&o( an& create an 3r%ani=ation (ith a ,-E1+e%al Entity
classi$ication.
Enter %e$eral Tax Rules
Enter &etails concernin% )e&eral Ta" -ules $or your ,-E.
Enter &ocal Tax Rules
Enter &etails concernin% +ocal Ta" -ules $or your ,-E.
Enter State Tax Rules
Enter &etails concernin% State Ta" -ules $or your ,-E.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page % o" )0 ev )
+ol!tion* Entering Tax !les "or a #E
'reating a &ocation
7. Na2i%ate to the +ocation (in&o(>
?N@ Aor0 Structures B +ocation
9. Chan%e your e$$ecti2e &ate to 678J4N8966C ?e2en thou%h +ocation is not &ate trac0e&@.
D. Chec0 the ,lobal chec0 bo".
:. Enter the $ollo(in% &etails>
Name> << 5ision8EY
escription> << 5ision8EY
C. Choose the 4&&ress etails tab.
F. 'n the 4&&ress Style $iel&* choose !nite& States.
G. Clic0 on the 4&&ress $iel& to open the +ocation 4&&ress (in&o(.
H. 'n the 4&&ress +ine 7 ?Street@ $iel&* enter :9 3ran%e
I. 'n the City $iel&* choose E&monton
76. 'n the States $iel&* choose EY.
77. 'n the Jip co&e $iel&* enter :979I.
79. 'n the County $iel&* choose /etcal$e.
7D. 'n the Country $iel&* choose !nite& States.
7:. )or Kayroll Ta" City* choose Sprin%$iel&.
7C. )or the Kayroll Ta" State* choose '+.
7F. )or the Kayroll Ta" Jip* enter F9G66.
7G. 'n the Kayroll Ta" County $iel&* choose San%amon
7H. Clic0 3E to close the +ocation 4&&ress (in&o(.
7I. Sa2e your (or0.
96. Close the $orm.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page $ o" )0 ev )
'reating a GRE
97. Na2i%ate to the 3r%ani=ation (in&o(>
?N@ Aor0 Structures B 3r%ani=ation B escription B Ne( ?L@
99. Chan%e your e$$ecti2e &ate to 678J4N8966C ?e2en thou%h 3r%ani=ation is not &ate
trac0e&@.
9D. Enter the $ollo(in% &etails>
Name> << ,-E
Type> 4rea .ea&;uarters
)rom> 678J4N8966C
+ocation> << 5ision8EY.
'nternal or E"ternal> 'nternal
9:. Sa2e your (or0.
9C. )or the 3r%ani=ation Classi$ications Name* choose ,-E1+e%al Entity.
9F. Chec0 the Enable& chec0 bo"
9G. Sa2e your (or0
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
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Entering Employer ($entification (nformation
9H. Aith your cursor on the ,-E1+e%al Entity or%ani=ation classi$ications $iel&* clic0 on the
3thers button.
9I. ouble8clic0 on Employer '&enti$ication.
D6. Clic0 on the $iel& to open the (in&o(* an& enter the $ollo(in% in$ormation>
)or the Employer '&enti$ication Number* enter DD879GH9CI.
'n the State 'ncome Ta" Aithhol&in% -ule $iel&* choose 4ll States.
D7. Clic0 3E to close the Employer '&enti$ication (in&o(.
D9. Sa2e your (or0 ?Ctrl8S@.
DD. Clic0 3E to close the 4&&itional 3r%ani=ation 'n$ormation (in&o(.
Enter #-) Reporting Rules (nformation
D:. Aith your cursor on the ,-E1+e%al Entity or%ani=ation classi$ications $iel&* clic0 on the
3thers button.
DC. ouble8clic0 on A89 -eportin% -ules.
DF. Clic0 on the $iel& to open the (in&o(* an& enter the $ollo(in% in$ormation>
'n the A89 Transmitter $iel&* choose Yes.
'n the 9FGH )ilter $iel&* choose No.
DG. Clic0 3E to close the A89 -eportin% -ules (in&o(.
DH. Sa2e your (or0 ?Ctrl8S@.
DI. Clic0 3E to close the 4&&itional 3r%ani=ation 'n$ormation (in&o(.
Enter %e$eral Tax Rules (nformation
:6. Klace your cursor in the ,-E1+e%al Entity Classi$ication $iel&* (hich is in the
3r%ani=ation Classi$ications bo".
:7. Select the 3thers button.
:9. Select )e&eral Ta" -ules.
:D. Clic0 on the 4&&itional 3r%ani=ation 'n$ormation $iel& to open the )e&eral Ta" -ules
(in&o(.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page & o" )0 ev )
::. Enter )e&eral Ta" -ules in$ormation>
Social Security Sel$ 4&just /etho& = Sel$ 4&just
/e&icare Sel$ 4&just /etho& = Sel$ 4&just
)!T4 E- Sel$ 4&just /etho& = Sel$ 4&just
)!T4 32erri&e -ate = +ea2e Llan0
Type o$ Employment = -e%ular
,o2ernment Employer = No
Ta" ,roup = +ea2e Llan0
Supplemental Calc /etho& = )lat Kercenta%e
:C. Clic0 3E to close the )e&eral Ta" -ules (in&o(.
:F. Sa2e your (or0.
:G. Clic0 3E to close the 4&&itional 3r%ani=ation 'n$ormation (in&o(.
Enter State Employer ccount * (nformation
:H. Aith your cursor on the ,-E1+e%al Entity or%ani=ation classi$ications $iel&* clic0 on the
3thers button.
:I. ouble8clic0 on State Employer 4ccount M 'n$o.
C6. Clic0 on the $iel& to open the (in&o(* an& enter the $ollo(in% in$ormation>
'n the State Co&e $iel&* choose EY.
'n the State Employer 4ccount Number $iel&* enter <<6:CIGF.
'n the e$ault Ta" Type $iel&* choose Yes.
C7. Clic0 3E to close the State Employer 4ccount M 'n$o (in&o(.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page 7 o" )0 ev )
C9. Sa2e your (or0 ?Ctrl8S@.
CD. Clic0 3E to close the 4&&itional 3r%ani=ation 'n$ormation (in&o(.
Enter State Tax Rules
C:. Aith the cursor in the ,-E1+e%al Entity Classi$ication $iel&* select the 3thers button.
CC. Select State Ta" -ules.
CF. Clic0 on the 4&&itional 3r%ani=ation 'n$ormation $iel& to open the State Ta" -ules
(in&o(.
CG. Enter State Ta" -ules in$ormation>
State Co&e = EY
E"empt State 'ncome Ta"> No
+ocal 'ncome Ta" Aithhol&in% -ule> 4ll +ocalities
S!' Company State ' = I68:::GGGG
S'T Company State ' = D98778:CFGH
S!' Sel$ 4&just /etho& = Sel$ 4&just
S' Sel$ 4&just /etho& = Sel$ 4&just
S!' E- E"perience -ate 7 = .6:C
)ilin% Status14llo(ance -ate = )e&eral e$ault
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page - o" )0 ev )
Employer +iability -ate = .F6
E"perience /o&i$ication -ate = I6
Kremium iscount -ate = I6
Supplemental Ta" Calculation /etho& = 69
/a"imum )!T4 Cre&it N = +ea2e blan0
CH. Clic0 3E to close the State Ta" -ules (in&o(.
CI. Sa2e your (or0.
F6. Clic0 3E to close the 4&&itional 3r%ani=ation 'n$ormation (in&o(.
Enter &ocal Tax Rules
F7. Aith the cursor in the ,-E1+e%al Entity Classi$ication $iel&* select the 3thers button.
F9. Select +ocal Ta" -ules.
FD. Clic0 on the 4&&itional 3r%ani=ation 'n$ormation $iel& to open the +ocal Ta" -ules
(in&o(.
F:. Enter +ocal Ta" -ules in$ormation>
+ocality = Sheboy%an ?C6877G876:6@* that is A' Sheboy%an County.
Company +ocality '& = :DCIHI
E"empt +ocal 'ncome Ta"es = No
Ta"ation Threshol& .ours = +ea2e blan0. ?Ly lea2in% this $iel& blan0 you are
speci$yin% that ta" (ithhol&in% be%ins (ith the $irst hour that is (or0e&. You
can also speci$y a number o$ hours that are e"empt $rom (ithhol&in%@.
FC. Choose 3E to close the +ocal Ta" -ules (in&o(.
FF. Sa2e your (or0.
FG. Enter another +ocality>
+ocality = Chica%o ?7:86D786C76@* that is 'llinois* Coo0 County.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page ' o" )0 ev )
Company +ocality '& = :DCIHI
E"empt +ocal 'ncome Ta"es = No
Ta"ation Threshol& .ours = +ea2e blan0. ?Ly lea2in% this $iel& blan0 you are
speci$yin% that ta" (ithhol&in% be%ins (ith the $irst hour that is (or0e&. You
can also speci$y a number o$ hours that are e"empt $rom (ithhol&in%@.
FH. Choose 3E to close the +ocal Ta" -ules (in&o(.
FI. Sa2e your (or0.
G6. Close the (in&o(.
Copyright Oracle Corporation, 2007. All rights reserved.
Practice - Entering Tax !les "or a #E 2$%&$'2&&.doc
E""ective 2%(07(07 Page )0 o" )0 ev )