Wednesday Apr 16, 2014

Webcast: E-Business Tax Series, Session 4 – Advanced Setups From A Financials Perspective

Webcast_icon.jpgWebcast: E-Business Tax Series, Session 4 – Advanced Setups From A Financials Perspective


Date: April 30, 2014 at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST


This one-hour session is recommended for technical and functional users wanting to learn advanced E-Business Tax (EBTax) setups. We will review Product Fiscal Classification, self-assessed tax, tax compounding and exemptions from a Financials perspective. This session will focus on US based examples. Session 4 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

Topics will include:

  • Product Fiscal Classification
  • Self Assessed Tax
  • Tax Compounding
  • Tax Exemptions

REGISTER.jpg
Details & Registration: Doc ID 1626088.1

Tuesday Apr 15, 2014

Webcast: E-Business Tax Series, Session 3 – Manufacturing Regime to Rate Setup & Transactional Flow (Non-US Based Setup)

Webcast_icon.jpgWebcast: E-Business Tax Series, Session 3 – Manufacturing Regime to Rate Setup & Transactional Flow (Non-US Based Setup)


Date: April 29, 2014 at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST


Join us to learn how to create a Regime to Rate Flow in R12. This session will focus on non-US based examples from a Manufacturing perspective. This one hour webcast provides functional users with the knowledge to create Regime to Rate Flow, Default Tax Rules, and User Defined Tax Rules. Session 3 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

Topics will include:

  • Creating Regime to Rate Flow
  • How to setup Default Tax Rules
  • Setting up User Defined Tax Rules

REGISTER.jpg
Details & Registration: Doc ID 1640273.1

Wednesday Apr 09, 2014

Webcast: E-Business Tax Series, Session 2 – Basic Overview, Regime To Rate Setup & Transactional Flow (US Based Setup) From A Financials Perspective

Webcast_icon.jpgWebcast: E-Business Tax Series, Session 2 – Basic Overview, Regime To Rate Setup & Transactional Flow (US Based Setup) From A Financials Perspective


Date: April 23, 2014 at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST


Join us to learn how to create a Regime to Rate Flow in R12. This session will focus on US based examples from a Financials perspective. This one hour webcast provides technical and functional users with an overview of E-Business Tax (EBTax), its setup and flow. It will also be helpful to those who’ve recently upgraded or are planning to upgrade to R12. Session 2 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

Topics will include:

  • Overview of E-Business Tax
  • Regime to Rate setup
  • Sample transactional flow
REGISTER.jpg

Details & Registration: Doc ID 1626097.1

Tuesday Apr 08, 2014

Webcast: E-Business Tax Series, Session 1 – Prerequisites for Regime to Rate Flow Creation

Webcast_icon.jpgWebcast: E-Business Tax Series, Session 1 – Prerequisites for Regime to Rate Flow Creation


Date: April 22 , 2014 at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST


What prerequisites need to be considered before creating Regime to Rate Flow in E-Business Tax? This one hour webcast provides functional users with an overview of E-Business Tax in Release 12, a brief introduction to the setup creation process, and more. Session 1 of 6 in the E-Business Tax Webcast Series, complete details can be found in Doc ID 740966.1.

Topics will include:

  • E-Business Tax introduction
  • Brief introduction of E-Business Tax setup creation process
  • Importance and creation of Geography Structure
  • Validation process of locations for Tax Calculation

REGISTER.jpg
Details & Registration: Doc ID 1640295.1

Thursday Mar 27, 2014

Webcast: E-Business Tax (EBTax) Webcast Series April 22 - May 7, 2014

Webcast_icon.jpg

E-Business Tax Webcast Series: Join us for any or all of our six part series on E-Business Tax!

Webcasts will be held at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST

Check the time in your time zone.



Date
Webcast
Details & Registration
22-Apr-14
Session 1 – Prerequisites for Regime to Rate Flow Creation
Doc ID 1640295.1
23-Apr-14
Session 2 – Basic Overview, Regime To Rate Setup & Transactional Flow
(US Based Setup) From A Financials Perspective
Doc ID 1626097.1
29-Apr-14
Session 3 – Manufacturing Regime to Rate Setup & Transactional Flow (Non-US Based Setup)
Doc ID 1640273.1
30-Apr-14
Session 4 – Advanced Setups From A Financials Perspective
Doc ID 1626088.1
06-May-14
Session 5 – Fiscal Classification Types & Their Creation For Tax Calculation From A Manufacturing Perspective
Doc ID 1640290.1
07-May-14
Session 6 – Migrating from 11i to Release 12
Doc ID 1626087.1

Wednesday Mar 26, 2014

Interested in E-Business Tax Integration with General Ledger?

Did you ever consider using Tax Journals feature in General Ledger but felt discouraged by the complex setup required, or simply did not know where to start?  We now have a simple solution for you!

A new Whitepaper was published recently on this topic: 

E-Business Tax Integration with General Ledger in Release 12 (Doc ID 1613279.1)!

This document aims to provide all required setup steps in E-Business Tax and General Ledger with the final purpose of creating Tax Journals in Oracle Applications.

Find step by step details with screenshots and examples regarding setup for:

  • Tax and Tax Regime
  • Tax Jurisdictions
  • Tax Rates and Rules
  • Transactions Processing in General Ledger
  • Useful Standard Reports
  • Table Level Details 

Sample of Tax Setup from the Whitepaper

E-Business Tax permits configuration of taxes according to local tax laws and international requirements. Integration of E-Business Tax with General Ledger allows uniformly using tax configurations for manual journals too.

Don't just READ about this setup, SEE it! 

Monday Feb 10, 2014

New Form to Identify Unexpected Tax Errors For Transactions and Ability To Rectify Through Concurrent Program!

Development have created a new form that will allow users with Unexpected Tax Errors to be able to run, via the familiar user interface, a diagnostic to determine the problem.  

This new functionality, which converts data detection and data fix scripts into packaged procedures, is made available with the application of patch 18108467:R12.ZX.B

The new form contains access to the following diagnostic programs:

• Transaction Tax Data Diagnostic
• Populate Legal Establishment
• Synchronize Summarization Column Values
• Rectify Tax Distributions
• Populate Regime to Rate Details
• Populate Recovery Rate Details
• Remove Orphan Tax Lines
• Remove Orphan Transaction Lines
• Create Missing Transaction Lines
• Create Missing Tax Distributions for Purchase Orders
• Update Configuration Owner
• Upgrade Missing Transaction Tax Data
• Set Migrated Tax Lines as Overridden
• Synchronize Migrated Tax Distributions Amounts
• Synchronize Tax Repository

Users can run the diagnostic detection process for a specific date range or for a specific transaction and they can run in either in "Analyze" or "Analyze and Fix" Mode.

The output can be viewed as a concurrent request output file and will make it much easier for end users to quickly run diagnostics on their erroneous tax transactions.


Note: It is recommended that you first run "Analyze" Mode and check the Data and then run in "Analyze and Fix" mode to rectify the issue.


All R12.1 customers should use this form when facing 'Unexpected Tax Errors' and submit all the data detection diagnostics on the transaction data.  The output can then be reviewed to determine recommendations and steps to resolve.


For full details please review the following My Oracle Support document:

R12.1.X: Tax Diagnostic Framework (Doc ID 1621617.1)

Wednesday Jan 30, 2013

Why didn’t Tax get Calculated on My Invoice?

The most frequent question we get in EBS Financials support............Why won't my tax calculate?   In Release 12, many factors can influence tax applicability and prevent a tax from being levied on an invoice.  Frequently this is a setup issue - either an unintended consequence of a setting, or even a setting that has not been saved correctly.  We thought it would be helpful to run through some of the troubleshooting steps we follow when trying to diagnose your tax calculation issues!


  • Tax Regime
Navigation: Tax Managers > Parties > Party Tax Profile
  • Tax

Navigation: Tax Managers > Parties > Party Tax Profile > Main Tab 

  • Tax Status
Navigation: Tax Managers > Tax Configuration > Tax Statuses
  • Tax Rate and Jurisdiction
    • Dates on the transaction must fall within those on the Rate and Jurisdiction
    • Tax Rate must be defined as a child to the tax status derived in the prior section
  • Tax Rules
    • Users are strongly encouraged to apply the latest tax rule engine patch referenced in Document 1301356.1 to avoid known issues with rule evaluations in EBTax.
    • When implementing E-Business Tax you must specify a default rules before taxes can be enabled. Make certain that the default for 'Determine Tax Applicability' is set to Applicable or that you have a rule defined and enabled that makes the tax applicable for your specific transaction.
  • Configuration Owner Tax Options

Navigation: Tax Managers > Defaults and Controls tab 

  • Intercompany (AGIS) 
    • Intercompany transactions presently do not pass a ship-to address.  Make sure that your tax rules for intercompany transactions are flexible enough to derive the proper tax rate without reliance on ship-to
  • Transaction
    • If your tax considers ship-from in Receivables, make certain you specify a warehouse on your transaction line 
    • Make certain the address on your transaction and for your Legal Entity and Operating unit are valid

This includes detailed screen shots of the setup

    • To assist in finding these records, the following document can be leveraged
This document details many of the diagnostics that can be run to get transactional data from different EBS products as well as setup information from E-Business Tax
  • Additional Considerations

E-Business tax has the flexibility to specify complex tax rules at a wide variety of levels.  Rules can consider fiscal classifications set at the party or product level, transaction classifications codes and many additional factors.  Troubleshooting expert tax rules will be addressed soon in a separate note.  Until the note is published we suggest that you read and review the examples in the following document:

DocID 1108463.1, How Tax Determining Factors Work in R12 E-Business Tax


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