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Implementation Resources
About Author
Oracle E-Business Tax Implementation Scenarios for
Oracle Applications (ERP) Financials Functional Consultant
with over 17 years of Experience
United States
I can be easily reached at Email - orafinr12docs@gmail.com
Contents
Oracle R12 E-Business Tax Experience:
1 How to Configure Origin / Destination Taxes in EBTax for (US)
Countries Implemented - Multi Country / currency -
International Rollouts 2 How to Configure Freight as Non Taxable to some States in EBTax for (US)
3 Customer Exemptions- how logic works - Test Scenarios
United States US Sales and Use Tax
Canada GST PST & HST
EU VAT - UK and Other countries
Latin Tax Engine - Mexico, Brazil, Argentina

Expertise on P2P and O2C Side Evaluations / proposals/

solution Design / implementing complex solutions etc How to Configure Origin / Destination Taxes in EBTax for (US)

Navigation How to Configure Origin / Destination Taxes in EBTax for (US)

Oracle R12 E-Business Tax (EBTax) Implementation Table of Contents
Resources Location Based Taxes
Origin Taxes.
Analyzing Oracle R12 EBTax Requirements
Destination Taxes
Comparision - Vertex, Taxware and Sabrix for Oracle
EBTax Location Based Taxes
CV040 - EBTax Supplier Conversion Components for P2P US Sales Tax System is called as Location based taxes.
Taxes Taxes are charged based on the Location of Geography
EBTax Autoinvoice Errors
EBTax Third Party Tax Rate File Upload Solution Design & Origin Taxes
Process Overview some states in United States charge Sales Taxes based on Geography from where the goods are
originated (SHIP FROM). These taxes are called as 'Origin Taxes'
Latin Tax Engine - Oracle R12 EBTax Mexico VAT Regime
Ex: -Origin based states in United States
to Rate Setup (Oracle Ebiz / E-Business Tax Configuration)
CO, MO, OH, TN, TX
Oracle E-Business Tax - Implementation Checklist
Oracle E-Business Tax - Importing AP Invoices - Payables So how is the tax rules defined?
Open Invoice Interface Define a TDFS and TCS where Ship To and Ship From states are same and state Tax is
Oracle E-Business Tax - Tax Classification Codes in R12 origin based,
Oracle E-Business Tax Implementation Scenarios for
Assign the TCS to Tax Rule for Rule Type = Place of Supply (Ship from)
United States

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Oracle E-Business Tax Integration with Taxware

Oracle EBTax - Business Processes in Vertex and Taxware
Oracle EBTax BR100 Setup Document
Oracle EBTax Canadian VAT Setup Examples
Oracle EBTax Configuration Migration Path
Oracle EBTax Files and Documents
Oracle EBTax Sample EU VAT Setups
Oracle EBTax US Sales and Use Tax Setup Examples
Oracle R12 E-Business / EBTax Regime to Rate - Inclusive
Taxes for Australia VAT
Oracle R12 E-Business / EBTax UK VAT Regime to Rate
Setup
Oracle R12 E-Business Tax (EBTax): Considering an
Upgrade or New Implementation?
However not all States in US follow the Destination way of taxes
Oracle R12 E-Business Tax / EBTax Technical Information
Oracle R12 E-Business Tax Implementation Presentations Destination Taxes:
Troubleshoot - Form to Identify Unexpected EB-Tax Some states in US charge Sales Taxes based on the Location where the goods are delivered (SHIP
Errors TO). These taxes are called as 'Destination Taxes'
Oracle R12 E-Business Tax Integration with Oracle Usually Taxes are charged on the Destination Ship to Location in United States.
Payables - Presentations Ex: - Destination based states in United States
Oracle R12 E-Business Tax UK VAT Regime to Rate Setups MA, MN, MS, OK, SC, VT, WA
Oracle R12 EBTax / E-Business Tax DE VAT / Germany
So how is the tax rules defined?
Regime to Rate Setup
Define a TDFS and TCS - where Ship to Geography type = State / County or City.
Oracle R12 EBTax Implementation Seed Data for EU Assign the TCS to Tax Rule for Rule Type = Determine Tax Applicability (Ship to)
Non-EU and other Country specific Scenarios Ex: -
Oracle R12 EBTax profile options
Oracle R12 EBTax SQL Queries for Functional
Implementers for Troubleshooting
Oracle R12 EBTax UK VAT Setup Examples
Oracle R12 Enhancements Cheat Sheet
Oracle R12 Financials PreUpgrade Setup Tips
Oracle R12 Latin Tax Engine Overview
Oracle R12 Upgrade Enhancements - Financial Modules
R12 EB Tax Accounting - Setting Up Tax Accounts
How to Configure Freight as Non Taxable to some States in EBTax for (US)
R12 EBTax Upgrade Considerations
TCA Architechture in Oracle R12 Rule: FREIGHT NO TAX
Troubleshooting why eBTax does Not Calculate in Oracle Requirement: Tax is not calculated on freight in some states.
E-Business Suite Solution:

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Sitemap Apply the fix

UPDATE ZX_FC_TYPES_B
SET START_POSITION = 1, NUM_CHARACTERS = 400
WHERE CLASSIFICATION_TYPE_CATEG_CODE = 'PRODUCT_FISCAL_CLASS'
AND START_POSITION IS NULL
AND NUM_CHARACTERS IS NULL

Define user item type = FRT (Tax Manager >Product >Product Classification> Update
user Item type

Use (or) Create a Geography or Tax Zone = FREIGHT EXEMPT (or any name)
Add a state or all states where tax is not calculated on freight in the Zone Type
definition
Create rule to validate if state is available in the zone type definition and user item
type is FRT result is tax not applicable.

Customer Exemptions- how logic works - Test Scenarios

Customer Exemption Scenarios for Testing

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Tax Rule Setup Place of Su

# Scenario Ship to Bill to Result

1 Customer site level Exemption Yes No Tax will be
2 Customer site level Exemption No Yes Tax will Apply
3 Customer site level Exemption Yes Yes Tax will be
4 Customer site level Exemption No No Tax will Apply
5 Customer Exemption (At Bill to Customer Level only)No No Tax will be

Sheet1 Sheet2 Sheet3

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