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Oracle Advisor Webcast

E-Business Tax Series : Part - I
Introduction & Pre-requisites to Regime to Rate Flow set up
Ajit Goley

Oracle Advisor Webcast Program

Current schedule
Archived recordings
Doc ID 740966.1

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Future Advisor Webcasts

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Current Advisor Webcast Schedule and

Archived Download DOC#740966.1

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EBTAX Upcoming live webcasts and recent recordings:

Date
23-Apr-14

Webcsat

Details

Session 2 Basic Overview, Regime To Rate Setup & Transactional Flow (US Doc ID
Based Setup) From A Financials Perspective
1626097.1

30-Apr-14

Session 4 Advanced Setups From A Financials Perspective

Doc ID
1626088.1

29-Apr-14

Session 3 Manufacturing Regime to Rate Setup & Transactional Flow

(Non-US Based Setup)

Doc ID
1640273.1

07-May-17

Session 6 Migrating from 11i to Release 12

Doc ID
1626087.1

06-May-14

Session 5 Fiscal Classification Types & Their Creation For Tax Calculation
From A Manufacturing Perspective

Doc ID
1640290.1

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Question and Answer Instructions

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The development, release, and timing of any features or
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Oracle Advisor Webcast

E-Business Tax Series : Part - I
Introduction & Pre-requisites to Regime to Rate Flow set up
Ajit Goley

Objectives
To understand R12 -E-Business Tax concept.
To understand the basic process followed
for creating setup for E-Business Tax.
To understand the importance of creating
Geography Structure, Tax Zones and Tax
Authority before proceeding to create Regime
to Rate Flow setup.

10

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Agenda
Conceptual Background of E-Business Tax

Brief Introduction of E-Business Tax Setup creation procedure

Creation of Country Geography Structure and its importance
Creation of Tax Zones and its importance
Creation of Tax Authority

11

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Oracle E-Business Tax - Architecture Overview

12

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Oracle E-Business Tax - Advantages

13

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Oracle E-Business Tax Centrally Managed

14

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Oracle E-Business Tax Set Up Creation Procedure

Pre-requisites for E-Business Tax Set up

Creating Geography
Structure

Tax Regime

Tax

Creating Tax Zones

Tax Status

Creating Tax Authority

Regime to Rate Flow Set up

Tax Rate

Tax Jurisdiction

Creating Legal Entities and

Establishments

Tax Recovery Rate

Default Tax Rules

Select the checkbox - Make Tax Available for Transactions in the Tax page
You are READY to use the created E-Business Tax setup in Transactions
Fiscal Classification (if required)

Party Fiscal Classification

Product
(Inventory/Non-Inventory)
Product
Inventory/Non-Inventory
Fiscal Classification
Fiscal Classification

Product
(Inventory
Non-Inventory)
Transaction
/User/Defined
Transaction
Fiscal Classification
Fiscal Classification

User Defined Tax Rules (if required)

15

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Geography Hierarchy - Concept

16

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Geography Structure Creation Process

I
II

Query the Country Code / Name

Define the Country Structure ( Example: Country > State > City > Postal Code )

III

Execute Manage Validations process

( for the source tables HR_LOCATIONS_ALL and HZ_LOCATIONS )

IV
V

17

Open Geography Hierarchy Web page

( using Trading Community Manager responsibility )

Run concurrent request Geography Name Referencing Program

( with Source Table and Country combination )
Check Geography Mapping & Validation Status of the required Locations in
HZ_Geo_Name_Reference_Log table

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Geography Structure Creation - Australia

Information: Australian States and Cities

Codes created in the Setup (in brackets)

STATE
S: Queensland
C: Brisbane

S: New South Wales

C: Sydney
S: Victoria
C: Melbourne

S = STATE
C = CITY

18

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S: Tasmania
C: Hobart

CITY

Queensland
(QLD)

Brisbane
(BBN)

Victoria
(VIC)

Melbourne
(MEL)

New South
Wales
(NSW)

Sydney
(SYD)

Tasmania
(TAS)

Hobart
(HOB)

Live Demo

19

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Oracle E-Business Tax Creating Tax Zones

20

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Oracle E-Business Tax Creating Tax Zones

Create a Tax Zone Type
Manager Responsibility)

(Tax

Assign the Country to the created Tax Zone

Type
Select the required Geography Types of the
associated country for which Tax Zones
need to be created

AUS_VAT_TAX_ZONES
AUSTRALIA

STATE
AUS_NSW_TAX_ZONE

Create a Tax Zone

Assign the Names of the Geography Type to

the created Tax Zone

AUS_TAS_TAX_ZONE

NEW SOUTH WALES

TASMANIA

AUS_QLD_TAX_ZONE
AUS_VIC_TAX_ZONE

QUEENSLAND
VICTORIA

Now you are READY to use TAX ZONES in your E-Business Tax Setup
21

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Live Demo

22

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Oracle E-Business Tax Tax Authority

23

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Oracle E-Business Tax Tax Authority Creation Process

Legal Entity Manager Responsibility
I
II
III

24

(Navigation: Legal Entity Configurator > Setup > Legal Authorities

Define Legal Authority

Tax Manager Responsibility
(Navigation: Parties > Party Tax Profiles Page > Query the Legal Authority

IV

Select the Legal Authority as a Collecting and/or Reporting

Authority

IV

You are READY to use the Tax Authority in your E-Business Tax
Setup

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Live Demo

25

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Summary
What we covered today
R12 -E-Business Tax concept
Basic process followed for creating setup for E-Business Tax
Importance of creating Geography Structure, Tax Zones and Tax

Authority before proceeding to create Regime to Rate Flow setup

26

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Top Articles and Community Links

Please search My Oracle Support for EBtax. Also find more
document in the e-business_tax
https://community.oracle.com/community/support/oracle_ebusiness_suite/e-business_tax

Following should include the Q&A of this session in addition

to the recording link and PDF material
https://community.oracle.com/thread/3550398

https://community.oracle.com/message/12346527#12346527

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Learn More
Available References and Resources to Get Proactive

About Oracle Support Best Practices

www.oracle.com/goto/proactivesupport
Get Proactive in My Oracle Support
https://support. oracle.com | Doc ID: 432.1
Get Proactive Blog
https://blogs.oracle.com/getproactive/
Ask the Get Proactive Team
get-proactive_ww@oracle.com

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Questions & Answers

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THANK YOU

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