Sunday, January 23, 2022

R12 E-Business Tax (EBTax) 'How To' documents [ID 580438.1]

 

R12 E-Business Tax (EBTax) 'How To' documents [ID 580438.1]


    1. How to Get Tax to Calculate Based on Migrated Tax Groups from 11i
Tax groups were not migrated: Bug 6522395 UPGRADE TO 12I - TAX IS NOT BEING CALCULATED 
The fix for this issue is included in: 
Patch 5890103:R12.ZX.A (Patch 5890103:R12.ZX.A is available through controlled release. Please contact support for assistance with obtaining the patch.) 
Patch 6071169:R12.ZX.A 
After applying the patches, compile the following sql: zxrsltdeldup.sql 
See Note 465550.1 for more information.

    2. How to Control the Volume in the ZX Tables

The size of some ZX tables are causing a slow process. 
See Note 468016.1 for an example of how to control the volume.

    3. How to Upgrade Tax Code Rates to R12

Bug 6791807 REL 12 TAX CODES TYPE OTHER THAN OFFSET NOT UPGRADED 
The fix for this bug is included in Patch 5890103:R12.ZX.A and Patch 6006902:R12.ZX.A.. The patch application will upgrade the tax setup again automatically. (Patch 5890103:R12.ZX.A is available through controlled release. Please contact support for assistance with obtaining the patch.) 
See Note.553944.1 for more information.

    4. How to Load Tax Profiles for Customers in R12 Using Open Interface or Api

This code has to be written by AR and TCA development. 
There are two enhancements currently open for this functionality: 
Enhancement: Bug 7021577 is the TCA code 
Enhancement: Bug 7033560 is the EBTAX side (This bug is unpublished and unavailable via MetaLink.) 
Once these two are engaged, the resolution will be forthcoming. 
See Note.577528.1 for more information.

    5. How to Load Geography Hierarchy Information without a 3rd Party Tax Vendor

Per the Oracle Trading Community Architecture User Guide Release 12(Chapter 5: Locations and Phones), TCA does not provide seeded geography information, but the data model and features to set up and store that information. Note.557518.1 describes how to enter these locations manually. 
See Note.557518.1 for more information. 

    6. Overview of the E*Business Tax R12 Upgrade for Order to Cash

Setup

    1.  How to Implement E-Business tax:  A Case Study

Note 577996.1 Case Study: Setup R12 E-Business Tax for Canada: Includes 2010 HST Changes

    2. How to Setup Taxes in R12 - High Level Overview

This document describes a high level overview of the regime to rate flow, and the mandatory steps required to set up taxes in R12. All of the setups are done in the Tax Manager responsibility, in the Tax Configuration tab. 
See Note.562877.1 for more information.

    3. How to Use EBusiness Tax Seed Data

This document describes a suggested approach for Transaction Tax setup in E-Business Suite Release 12 
for both Internal (Oracle Consultancy, Oracle Sales and Oracle University) and External users (Implementation Partners and Oracle Customers). The Oracle E-Business Tax Configuration Library data is sample data provided to ease understanding and accelerate implementation. 
See Note.463001.1 for more information.

    4. How to Setup Expert Tax Rules on EBTax

  • Note.473066.1 How To Setup a Rule Using Expert Rule Entry in R12 E-Business Tax
  • Note 1111553.1 How To Setup Condition Sets and Determining Factor Sets for Tax Rules in R12 E-Business Tax
  • Note 1108463.1 How Tax Determining Factors Work in R12 E-Business Tax
  • <> How to Setup and Troubleshoot Party Fiscal Classification Tax Rules in R12 E-Business Tax (EBTax)
  • <> How To Setup and Troubleshoot a Tax Rule using Accounting Segments in R12 E-Business Tax(Includes Setup Examples)
  • <> How To Setup and Troubleshoot a Tax Rule Based Upon Geography Types such as Bill To and Ship To in R12 E-Business Tax(Includes Setup Examples)
  • <> How To Setup and Troubleshoot a Tax Rule using Legal Classifications (Activity) Codes in R12 E-Business Tax(Includes Setup Examples)
  • <> How to Setup and Troubleshoot a Product Fiscal Classification (Inventory Based) Tax Rule in R12 E-Business Tax (EBTax)
  • <> How to Setup and Troubleshoot a Product Fiscal Classification (Non-Inventory Based) Tax Rule in R12 E-Business Tax (EBTax)
  • <> How To Setup and Troubleshoot a Tax Rule using Tax Registration Status in R12 E-Business Tax(Includes Setup Examples)
  • <> How To Setup and Troubleshoot a Tax Rule using Tax Classification Codes in R12 E-Business Tax(Includes Setup Examples)

    5. How to Setup Geography Hierarchy and Address Validation in Release 12

This White Paper, 'Setting Up Geography Hierarchy and Address Validation in 12' covers the following topics: 
1) Steps involved in Setting Up Address Validation 
2) Setting Up Geography Hierarchy 
3) Setup Address Validation Profile for AR 
4) Create a Customer to test Address Validation 
For more information, see Note.554492.1 for more information.

    6. How to Get Accounting Distribution for Non Recoverable Tax to Come from the Item Account

To achieve this you need not to define Tax Expense Account at Tax Rate level for Non Recoverable Tax. If the Tax Expense Account is not defined, Accounting distribution for Non Recoverable Tax will go into the Item Account. 
See Note 549864.1 for more information.

    7. How to Configure a Tax for Automatic Self-Assessment in R12 E-Business Tax and Payables 

    8. How to Use Tax Recovery in Release 12 E-Business Tax

See Note 735991.1

    9. How to Setup a Tax Authority

See Note 948414.1

    10. How to exempt suppliers from tax

See Note 602863.1

Troubleshooting

    1. Tax Accounting for R12 E-Business Tax (EBTax) and Oracle Receivables 

Note 885225.1 This note provides a detailed overview of the setup and use of tax accounts in Receivables for Release 12

    2. Troubleshooting and Overview of the E*Business Tax R12 Upgrade for Order to Cash

Note 810443.1

    3. How to Troubleshoot EBTax Calculation Issues

This document describes steps for troubleshooting EBTax Calculation issues. 
See Note 1082172.1 for more information. 

    4. Using Taxware and Troubleshooting the Integration with R12 eBTax

    5. Using Vertex and Troubleshooting the Integration with R12 eBTax

    6. Troubleshooting AutoInvoice Tax issues with eBusiness Tax R12

    7.  Troubleshooting tax calculation issues with Order Management and EBTax

    8.  Troubleshooting Latin Tax Engine in Release 12

    9. Using and Troublshooting Tax Registration Number Issues with R12 E*Business Tax

    10.  Using and Troubleshooting Tax Exemptions in Release 12 eBusiness Tax

    11. Troubleshooting eBusiness Tax Reporting Issues in release 12

Tax Calculation

    1. How to Determine the Rounding Level and Rounding Rule in R12 

The rounding precedence hierarchy indicates the order in which E-Business Tax looks for the rounding level and rounding rule to use. This document describes the rounding level and rounding rule used to perform rounding operations on the calculated tax amount. 
See Note.471410.1 for more information.

    2. How to Leverage Location Based Taxing Method in Purchasing and Payables

In Accounts receivable, taxes are typically calculated based on the location of the Bill-to or Ship-to of an invoice. This is called location based taxes, and if it is set-up in 11i, the upgrade process will automatically migrate and set this up in R12. This document describes how to leverage this same location-based taxing method to Payables and Purchasing. Such that based on a Purchase Order or Payables invoice address, the system will automatically calculate the taxes. 
See Note.549365.1 for more information.

    3. How to Turn off Tax Calculation either selectively or entirely

See Note.811272.1 for more information.

    4. How to Enter a 'Tax Only' Invoice

Payables:  Note.553209.1 describes the steps for a workaround and its impact. 
Receivables: Note 954561.1 How to Create a Manual Tax Only Invoice in AR

    5. How to Setup Tax Rule for EU

European Union zone creation then allocating country zones to an EU regime is not possible. This document describes two possible solutions provided by development: using lookups or party fiscal classifications. 
See Note.578492.1 for more information.

    6. How to Account for UK VAT Legislation

UK VAT Reverse Charge enhancement is scheduled to be included in 12.1 release. 
Also note that the same enhancement has been backported and is available in the latest Rup patch identified in Note 423541.1. 
For more details refer to RUP5 RCD - 6.4.1.3. UK Reverse Charges VAT (Page 15). Reverse charge VAT involves inversing the tax liable party from the Seller of Goods to the Purchaser of Goods under certain conditions for domestic transactions within EU countries. 
The UK was the first country to apply these rules on June 1st, 2007. Noncompliance of this law will carry heavy fines, as indicated by the UK Tax Authorizes. Additional EU countries will soon implement the directive.With this release, Oracle enables you to comply with this new UK VAT regulation by identifying reverse charge VAT transactions and ensuring the appropriate tax rules are applied. A reverse charge message is printed on sales invoices and a UK Reversed Charges VAT report is available. 
See Note.578544.1 for more information. 

    7. How To Apply A Tax To Exports in R12 E-Business Tax (EBTax)

    8. How to Apply Tax to Freight

    9.  How to Compound Taxes


Tax Reporting

    1. How to Find the Use Tax Liability Report in R12

Use Tax liability report needs to be submitted from the Tax Managers responsibility. 
Responsibility: Tax Manager 
Navigation: Other --> Requests --> Run 
Report: Use Tax Liability Report 
See Note 553780.1 for more information.

The Use Tax Liability report is only used for Upgraded transactions.  See note 948414.1 on configuring Self Assessed taxes for the R12 solution to this business requirement. 



IMPORTANT

If you did not find the information you were searching for, please review the following documents:
Additional Payables documents: 
Note 578232.1 R12 Proactive Intelligence Center: Oracle Payables 
Note 396084.1 Oracle Payables Documentation Resources, R12 
Note 562887.1 R12 Helpful Tips for a Successful R12 Oracle Payables Implementation 
Note 557869.1 EBS R12 Oracle Financials Critical Patches 
Note 405627.1 Oracle Payables Release 12 Known Issues 
Additional R12 documents: 
Note 580299.1 R12 Best Practices for Adopting Oracle E-Business Suite 
Note 461705.1 EBusiness R12 Upgrade Guide 
Note 602615.1 How to Locate the Latest R12 Product-Specific Information using New MetaLink Features

References

BUG:6791807 - REL 12 TAX CODES TYPE OTHER THAN OFFSET NOT UPGRADED
BUG:7021577 - HOW TO LOAD TAX PROFILES FOR CUSTOMERS IN R12 USING OPEN INTERFACE OR API?
BUG:7033560 - EBTAX SIDE OF BUG 7021577
NOTE:463001.1 - EBusiness Tax Seed Data
NOTE:465550.1 - How to get tax to calculate based on migrated tax groups from 11i
NOTE:468016.1 - Why ZX Tables Are So Big Or How To Control That Volume?
NOTE:471410.1 - How the the rounding level and rounding rule are determined in r12?
NOTE:472758.1 - What is the Name of the Table and Column that Stores Tax Classification on a PO?
NOTE:473066.1 - How To Setup Expert Tax Rules on eBTax
NOTE:549365.1 - Can location based taxes in AR be leveraged in Purchasing and Payables ?
NOTE:549697.1 - R12 Troubleshooting E-Tax Setup when Tax Not Automatically Calculated on an Invoice
NOTE:549864.1 - Tax Allocations in AP Charging Default Tax Account
NOTE:550411.1 - How To Make A Transaction Type Exempt From Tax
NOTE:551069.1 - R12:Rounding Occur On Tax Amount Calculation in AP vs AR
NOTE:553209.1 - How to Enter a 'Tax Only' Invoice in AP?
NOTE:553780.1 - FDPREP Error In Use Tax Liability Report
NOTE:553944.1 - Rel 12 Tax Codes Type Other Than Offset Not Upgraded
NOTE:554492.1 - Setting Up Geography Hierarchy And Address Validation In Release 12
NOTE:557518.1 - R12 - How To Load Geography Hierarchy Information Without A 3rd Party Tax Vendor?
NOTE:562877.1 - How to Setup Taxes in R12 - High Level Overview
NOTE:567377.1 - How to have "Interim Tax Account" from the Tax Rates Applied at the Invoice Approval/Accounting?
NOTE:567746.1 - How to Troubleshoot EBTax Calculation Issues
NOTE:577528.1 - Is it Possible to Load Tax Profiles for Customers in R12 Using Open Interface or Api
NOTE:578492.1 - How to Setup an Intra-EU Tax Rule
NOTE:578544.1 - Vat Regulation
PATCH:6006902 - INCOMPLETE MIGRATION OF AP TAX CODES/RATES INTO EBTAX
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