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Page 2 of 14
Index
Introduction.................................................................................................................................................................4
Define Party Tax Profiles............................................................................................................................................5
Define Tax Regimes....................................................................................................................................................6
Define Taxes................................................................................................................................................................7
Define Tax Statuses.....................................................................................................................................................8
Define Tax Jurisdictions..............................................................................................................................................9
Define Tax Recovery Rates.......................................................................................................................................10
Define Tax Rates.......................................................................................................................................................11
Define Tax Rules and Defaults.................................................................................................................................12
Define Application Tax Options................................................................................................................................13
Define Profile Options..............................................................................................................................................14
Page 3 of 14
Introduction
The objective of the document is to provide all the required setup steps for the Oracle Applications R12
E-Business Tax Module. The setup steps are given below and sample setup data are embedded in the
Excels for each step. Ireland is used as a sample country for this setup document.
In 11.5.10 the Tax Setup was relatively easier but in Release 12 Oracle has launched a separate Central
Tax Module called E-Business Tax. There is a number of setup steps required for the EB Tax module to
work. These are discussed in this document with a sample setup data for Ireland.
Scope:
The intention is to refer to this document as a sample BR100 for the R12 EB Tax Module only. For the
detailed Tax Module functionality or further study the reader is advised to refer the EB Tax
Implementation Guide and EB Tax User Guide.
: ZX-008
: Oracle EBTax
: Tax Manager>Party>Party Profiles
: Use this page to define Party Tax Profiles for you Legal Entity and Operating Unit. Unless you setup the
Party Tax Profile for an Operating Unit, you cannot setup the Receivable Activities in AR.
Setup the Party Tax Profiles as per the attached excels.
Note: This is the first step in Tax Setup. After we define the Party Tax Profile, we then need to attach that Party with the Tax Regime.
Unless this is done, we cannot the Legal Entity or the Operating Unit as the Configuration Owner.
If we use the Legal Entity as the Configuration Owner, the tax will be visible across the instance irrespective of the Legal Entity or
Operating Unit.
If we use the Operating Unit as the Configuration Owner, the tax will be visible only under the specific Operating Unit.
Page 5 of 14
: ZX-001
: Oracle EBTax
: Tax Manager>Tax Configuration>Tax Regimes
:
Page 6 of 14
Define Taxes
Function Id
Application
Function/Screen Path
Function/Screen Description
: ZX-002
: Oracle EBTax
: Tax Manager>Tax Configuration>Taxes
: Use this page to define the Taxes Required.
Taxes .xls
Page 7 of 14
: ZX-003
: Oracle EBTax
: Tax Manager>Tax Configuration>Tax Statuses
: Use this Page to define the Tax Statuses.
Page 8 of 14
: ZX-004
: Oracle EBTax
: Tax Manager>Tax Configuration>Jurisdictions
: Use this page to define Tax Jurisdictions
"Tax
Juris dictions .xls "
Page 9 of 14
: ZX-005
: Oracle EBTax
: Tax Manager>Tax Configuration>Tax Recovery Rates
: Use this Page to define Tax Recovery Rates for each Tax which has Allow Tax Recovery Checkbox
checked
Setup the Tax Recovery Rates as per the attached Excel.
"Tax Recovery
Rates .xls "
Page 10 of 14
: ZX-006
: Oracle EBTax
: Tax Manager>Tax Configuration>Tax Rates
: Use this Page to define the Tax Rates for Each Tax. The defined Tax rates are automatically also defined as
Tax Classification Codes in the Application Object Library Lookup Types ZX_INPUT_CLASSIFICATIONS and
ZX_OUTPUT_CLASSIFICATIONS. These Tax Classification Codes are then used as a Transaction Tax Determining factor while creating Tax
Rules.
Setup the Tax Rates as per the attached Excel.
Remove the AP Tax classification codes from ZX_OUTPUT_CLASSIFICATIONS and remove the AR tax classification codes from
ZX_INPUT_CLASSIFICATIONS.
Page 11 of 14
: ZX-007
: Oracle EBTax
: Tax Manager>Tax Configuration>Tax Rules
: Use this section to define the Tax Rules and the Tax Rule Defaults
Setup the Tax Rules and Defaults as per the attached Excel
Page 12 of 14
: ZX-009
: Oracle EBTax
: Tax Manager>Defaults and Controls > Application Tax Options
Function/Screen Description
: Use this Screen to Create the Defaulting Rule hierarchy for the Tax Classification Codes
Operating unit
Application
Defaulting
Order1
Defaulting
Order2
Defaulting
Order3
Payables
Supplier Site
Supplier
Expense Report
Template
Receivables
Customer Site
Product
Purchasing
Supplier Site
Supplier
Defaulting
Order4
Defaulting
Order5
Tax
Determination
Method(Only
for
Receivables)
Oracle EBusiness Tax
Page 13 of 14
: ZX-009
: Oracle EBTax
: Profile -> System
Profile
LOV
Site
Char
GL Ledger Name
MO: Operating Unit
Sequential Numbering
Ledger Name
Operating Unit Name
Partially Used
Application
Char
Responsibility
Char
IE_Tax Managers
Ledger Name
Operating Unit Name
Partially Used
User
Char
Page 14 of 14