E-Business Tax in R12 – A Complete Perspective

August 21, 2009 (1:20 – 2:00 PM)

Presented By

Ashish Nagarkar
anagarka@astcorporation.com

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 Agenda
Oracle E-Business Tax

ƒIntroduction to E-Business Tax

ƒArchitecture Overview
ƒTax Processing Overview
ƒKey Concepts
ƒKey Configuration Flow
ƒQ & A

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 Oracle E-Business Tax
Introduction

™ New Product
™ Infrastructure for Tax Knowledge Management
™ Global System Architecture
™ Configurable and Scalable
™ Single Point Solution
™ Tax Service to all E-Business Suite Business Flows
™ One Application Interface

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 Oracle E-Business Tax
Requirements met in R12

™ Sales and Use Tax in Procurement

™ Self-Assessed Tax in Payables
™ Multiple Registrations
™ Deferred Tax in AP
™ Enhanced Handling of Tax on Freight
™ Enhanced Exemptions and Exceptions
™ Multiple Inclusive, Compounding
™ Quantity Based Rates in Procurement

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 Agenda
Oracle E-Business Tax

ƒIntroduction to E-Business Tax

ƒArchitecture Overview
ƒTax Processing Overview
ƒKey Concepts
ƒKey Configuration Flow
ƒQ & A

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Oracle E-Business Tax
Architecture Overview

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 Agenda
Oracle E-Business Tax

ƒIntroduction to E-Business Tax

ƒArchitecture Overview
ƒTax Processing Overview
ƒKey Concepts
ƒKey Configuration Flow
ƒQ & A

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Oracle E-Business Tax
Tax Processing Overview

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Oracle E-Business Tax
Tax Processing Overview

• Legal Entities
• First and Third Party
• Ship From / To, Bill
From / To, etc.
• Capture First and Third
Party
• Tax Registrations
• Classifications

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Oracle E-Business Tax
Tax Processing Overview

• Party Locations
• Define and Validate Party
Locations

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Oracle E-Business Tax
Tax Processing Overview

• Type (Physical Nature)

• Categories
• Fiscal Classifications
• Intended Use

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Oracle E-Business Tax
Tax Processing Overview

• Document Type
• Transaction Business
Categories
• Transaction Fiscal
Classifications

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Oracle E-Business Tax
Tax Processing Overview

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 Agenda
Oracle E-Business Tax

ƒIntroduction to E-Business Tax

ƒArchitecture Overview
ƒTax Processing Overview
ƒKey Concepts
ƒKey Configuration Flow
ƒQ & A

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Oracle E-Business Tax
Key Concepts

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Oracle E-Business Tax
Key Concepts

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Oracle E-Business Tax
Key Concepts

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Oracle E-Business Tax
Key Concepts

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 Agenda
Oracle E-Business Tax

ƒIntroduction to E-Business Tax

ƒArchitecture Overview
ƒTax Processing Overview
ƒKey Concepts
ƒKey Configuration Flow
ƒQ & A

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 Oracle E-Business Tax
Overall Configuration Flow

•External Dependencies
•Tax Configuration
•Party Tax Profile
•Fiscal Classification

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 Oracle E-Business Tax
Overall Configuration Flow
Configuration Dependency
External

Legal Entity Item Party Class

Tax Lookup Tax
and Category / Categ. And
Authorities Codes Zones
Establish. Categ. Sets Codes

Regime
Tax

Tax Recovery Tax

To
Jurisdictions Rates Rules
Rates

1st Party Oracle

Tax
st
1 Party 3 E-Business
rd
Tax
Profile

Party
Party

Auth.
Tax

Tax Tax Tax Registrations Exemptions

Tax
Overall Product
Profile Profile
Profile
ProfileConfiguration Flow
Classification
Fiscal

Party Transaction Product

Exceptions
Classifications Classifications Classifications

External Components eBTax Components

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Oracle E-Business Tax
Home Page

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Oracle E-Business Tax
External Dependencies

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 Oracle E-Business Tax
Legal Entity and Legal Establishment

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Oracle E-Business Tax
Configurations

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 Oracle E-Business Tax
Regime to Rates Flow with US Sales Tax

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Oracle E-Business Tax
Configurations

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 Oracle E-Business Tax
Configurations – Create Tax Regime

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Oracle E-Business Tax
Configurations

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Oracle E-Business Tax
Configurations – Tax Regime

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Oracle E-Business Tax
Configurations – Tax Regime

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Oracle E-Business Tax
Configurations – Create Tax

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Oracle E-Business Tax
Configurations – Create Tax

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Oracle E-Business Tax
Configurations – Create Tax

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Oracle E-Business Tax
Configurations – Create Tax

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 Oracle E-Business Tax
Configurations – Create Tax Status

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 Oracle E-Business Tax
Configurations – Create Tax Status

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 Oracle E-Business Tax
Configurations – Tax Jurisdictions

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 Oracle E-Business Tax
Configurations – Tax Jurisdictions

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 Oracle E-Business Tax
Configurations – Tax Jurisdictions

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 Oracle E-Business Tax
Configurations – Create Tax Rate

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 Oracle E-Business Tax
Configurations – Create Tax Rate

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Oracle E-Business Tax
Party Tax Profile Flow

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 Oracle E-Business Tax
Configurations – Party Tax Profiles

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 Oracle E-Business Tax
Configurations – Party Tax Profile

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 Oracle E-Business Tax
Party Tax Profile – Legal Establishments

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 Oracle E-Business Tax
Party Tax Profile – Registrations

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Oracle E-Business Tax
Party Tax Profile – Third Party

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Oracle E-Business Tax
Third Party - Registrations

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Oracle E-Business Tax
Third Party - Registrations

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Oracle E-Business Tax
Configurations – Tax Rules

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Oracle E-Business Tax
Configurations – Tax Rules

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Oracle E-Business Tax
Configurations – Tax Rules

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Oracle E-Business Tax
Sales Tax Calculated

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Oracle E-Business Tax
Self Assessed Tax Calculated

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 Oracle E-Business Tax
Product Fiscal Classifications Flow

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Oracle E-Business Tax
Tax Determination Service Flow

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Oracle E-Business Tax
Tax Determining Factors

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Oracle E-Business Tax
Tax Determining Factors

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Oracle E-Business Tax
Rules - Example

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Oracle E-Business Tax
Rules - Example

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 Oracle E-Business Tax
Tax Determination Services – Solution Overview

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 Oracle E-Business Tax
Tax Determination Services – Solution Overview

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Oracle E-Business Tax
Key Benefits

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 Questions and Answers

Questions and Open Discussions

Contact Information

Ashish Nagarkar
Email: anagarka@astcorporation.com For Presentation Copy Visit
Phone: 630-778-1180 www.astcorporation.com/papers

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