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R12 E-Business Tax

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Agenda
E-Business Tax and Tax Terms R12 Tax Structure Upgrade/Migration Path

Options
Creating a New Structure

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What is E-Business Tax?


New Module in Release 12 New Tax Engine that automates tax calculation across all Order to Pay and Procure to Pay applications

Use E-Business Tax to set up and maintain your transaction tax requirements in all geographic locations where you do business

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R12 Tax Terms


Tax Regime Tax Tax Status Tax Jurisdictions Tax Codes/Rates Tax Recovery Rates Tax Rules STCC
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R12 Structure
Canadian Structure
GST AND HST Tax Regime

Tax

GST

HST

GST STD Tax Status

GST EXEMPT

HST STD

HST EXEMPT

Tax Rate GST STD GST EXEMPT BC HST HST STD HST EXEMPT

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R12 Structure
United States Structure
US SALES TAX

Tax Regime

SALES TAX Tax

STANDARD Tax Status

Tax Rate

CA RATE

WA RATE

OR RATE

ID RATE

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Upgrade and Migration


What happens during Migration (R11 to R12) A tax regime was created for each operating unit defined in 11i. These tax regimes, named as 2 digit country code (from the Operating Unit Address) - tax, (ex: US-TAX) hold the tax setup that has been upgraded. Tax was created for each tax code Tax Status was created for each tax code Tax Rate was created for each tax code Tax codes are created and stored in a lookup table as "Output" tax classification codes The tax regime has a "subscription" defined to the operating unit(s) where taxes are to be calculated for the regime Country.

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Upgrade and Migration


A Tax "Rule" is created as a "Direct rate rule". This sets the relationship between the tax classification code and the tax, tax status and tax rate.

STCC: After an upgrade, the system will set "Configuration Owner Tax Options" for each product and event class (An event class would be Invoices, Credit Memo, etc). This will be set as "Standard Tax Classification Code" or STCC following an upgrade. This, combined with the Direct Rate Rule that is created during the 11i upgrade result in special code to be called when calculating taxes.
R12 New or Fresh setup will use the "Determine Tax Regime" tax determination method.

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Migrated R11 Structure


US SALES TAX

Tax Regime

CA RATE

WA RATE

OR RATE

ID RATE

Tax

STANDARD

Tax Status

Tax Rate

CA RATE

WA RATE

OR RATE

ID RATE

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Why Move to R12 Structure?


R12 Upgraded Structure has limitations, including: Restrictions on creating new tax rules Restrictions on Modifying or adding to existing tax rules Restrictions on creating new tax jurisdictions Restrictions on creating new taxes You cannot modify existing tax formulas You cannot implement partner integrations such as Vertex or Taxware

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Why Move to R12 Structure?


You cant set up new tax groups These limitations often make it difficult to use an upgraded a tax regime for extended periods of time. And, tax laws change or your business may expand into new areas covered by different tax laws. Benefits/Reasons for setting up fresh structure: More flexibility to add/remove tax codes Able to automate many of the tax decisions through the creation of tax rules Single Source/Shared Module All Legal Entities and Operating Units of the company can share the same tax setup. Individual Operating Units can still own tax setup for their specific requirements as needed or as defined by the tax authority.
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Option 1-Modify Upgraded Structure

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Option 2 Create New Structure


End-date the upgraded regime and replace it with a new/freshly configured Regime.

Option 2 is the recommended method.

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How To Create a New Structure


Steps for Creating a new Structure: Step 1 Update the Tax Profile Step 2 Set up the new Regime to Rate Flow Step 3 Set up New Tax Rules Step 4 Update the Configuration Tax Options Step 5 Update Parties (Suppliers and/or Customers) Step 6 Test, Test, Test!

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Pre-Requisites
Setting up the Applications for E-Business Tax: 1. 2. 3. 4. 5. 6. 7. 8. 9. Setting Up Tax Users Setting Profile Option Values Setting Up Lookup Codes Setting Up TCA Geography Hierarchy Setting Up Legal Entity Setting Up Operating Units Setting Up Accounts and Accounting Information Setting Up TCA Classifications Setting Up Oracle Inventory
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TCA Architecture

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Step 1
Update the Tax Profile

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Step 1

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Step 2-Create A Regime


Tax Regime:

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Step 2 Create a Regime


Assign Regime to a Party

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Step 2 Create a Tax

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Step 2 Create a Tax

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Step 2 Create a Tax Status

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Step 2 Create a Jurisdiction


OR Jurisdiction

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Step 2 Create a Jurisdiction


WA Jurisdiction

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Step 2 Create a Jurisdiction


ID Jurisdiction

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Step 2 Create a Tax Rate

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Step 2 Create a Tax Rate

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Step 2 Create a Tax Rate

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Step 2 Create a Tax Rate

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Step 2 Create a Tax Rate


Idaho-6%

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Step 3 Create a Tax Rule


Before

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Step 3 Create a Tax Rule


Determine Place of Supply

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Step 3 Create a Tax Rule


After

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Step 3 Make Tax Available


Tax

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Step 3 Regime to Rate Flow


Completed Tax Structure Regime to Rate Flow

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Step 4 Application Options


Last change the Tax Regime from STCC to Direct Rate by Enddating the old Configuration Owner and creating a new Configuration Owner record.

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Step 4 Application Options


Create the new Configuration Owner record.

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Step 5 Update Party Records


Optionally, Call up specific supplier and/or customer records and assign them as exempt or as a no-rate code.

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Step 6 TEST, TEST, TEST!


AR Idaho Customer 6% Tax Rate

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Step 6 TEST, TEST, TEST!

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Step 6 TEST, TEST, TEST!

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Step 6 TEST, TEST, TEST!


AR-Oregon customer 0% Tax Rate

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Step 6 TEST, TEST, TEST!

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Step 6 TEST, TEST, TEST!

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Step 6 TEST, TEST, TEST!


AP Washington Supplier 9.5% Rate

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Step 6 TEST, TEST, TEST!

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Step 6 TEST, TEST, TEST!


Oregon Supplier -0% Tax Rate

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Step 6 TEST, TEST, TEST!

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Questions???

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R12 E-Business Tax


Rakesh N

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