Documentos de Académico
Documentos de Profesional
Documentos de Cultura
Release 12 Migration
Objectives
1-2
Agenda
1-3
Agenda
1-4
1-5
Agenda
1-6
1-7
Solution
Seeding of basic tax content setup for some
countries
Service integration and data upload from
Vertex and Taxware in the United States
Integrity checks when defining tax content
setup
1-8
Solution
Information Fragmentation
Tax on Freight
1-9
1 - 10
Business Needs
Solution
Tax on Inter-company
Movements
1 - 11
Business Needs
Solution
Agenda
1 - 12
Tax
Authority
Tax Regime
Tax
California State
Board of Equalization
HM Customs and
Excise (U.K.)
Canadian Customs
and Revenue Agency
(Canada)
Secretaria da Receita
Federal (Brazil)
1 - 13
Tax
Jurisdiction
Tax
Authority
Tax Regime
California State
Board of Equalization
HM Customs and
Excise (U.K.)
UK VAT
Canadian Customs
and Revenue Agency
(Canada)
Secretaria da Receita
Federal (Brazil)
RICMS - Regulamento
do ICMS
1 - 14
Tax
Tax
Jurisdiction
Tax
Authority
Tax Regime
Tax
California State
Board of Equalization
HM Customs and
Excise (U.K.)
UK VAT
UK VAT
Canadian Customs
and Revenue Agency
(Canada)
GST
Secretaria da Receita
Federal (Brazil)
RICMS - Regulamento
do ICMS
CMS
1 - 15
Tax
Jurisdiction
Tax
Authority
Tax Regime
Tax
Tax
Jurisdiction
California State
Board of Equalization
California (State)
HM Customs and
Excise (U.K.)
UK VAT
UK VAT
UK
Canadian Customs
and Revenue Agency
(Canada)
GST
Ontario
Secretaria da Receita
Federal (Brazil)
RICMS - Regulamento
do ICMS
CMS
So Paulo
1 - 16
Agenda
1 - 17
Architecture Overview
E-Business Suite
Transaction Data
Services
Tax
Content
Services
Record
Repository
Tax
Administration
Services
Partner Tax
Content
Interface
Tax Partner
1 - 18
Tax
Determination
Services
Tax Content
Partner Tax
Services
Interface
Tax Services
Agenda
1 - 19
Parties
Determine
Regimes
Applicable
Taxes
Places
Receivables
Products
Processes
Payables
Tax Status
& Rate
Taxable
Basis
Calculate
Tax
Amount
Sales
1 - 20
Tax
Transactions
Taxes,
Rules
A default value or a
rule indicates the
Place of Supply
Tax
Regimes
are
identified
based
on the
countries
of the
parties
involved
1 - 21
Party classification
can be used as a tax
determining factor in
any rule type
1 - 22
Product Classification
can be used as a tax
determining factor in
any rule type
1 - 23
(Tax Rate *
Taxable Basis) is
the default
seeded Tax
Amount formula,
but other
formulas can also
be defined
1 - 24
Agenda
1 - 25
User Interface
1 - 26
Agenda
1 - 27
1 - 28
1 - 29
1 - 30
1 - 31
Practice 1 Overview:
Creating a Regime to Rate Tax Model
This practice covers the following topics:
Creating a Tax Regime
Creating a Tax
Creating a Tax Status
Creating a Tax Rate
Creating a Tax Jurisdiction
1 - 32
1 - 33
11i Tax Codes/Group codes that are used on taxable lines are
upgraded as Tax Classification Codes lookups
11i Tax Codes associated with defaulting hierarchy sources
(Customers, Suppliers, Items, Accounts, etc.) are maintained
as Tax Classification Codes
11i Defaulting Hierarchies from AR/AP/PO/PA system options
are upgraded as Tax Classification Code defaulting
hierarchy in Application Tax Options in the context of OU and
application product (AR/AP/PO/PA).
1 - 34
Tax Groups
1 - 35
1 - 36
Practice 2 Overview:
Creating Tax Zones
This practice covers the following topics:
Creating a Tax Zone Type
Creating a Tax Zone
1 - 37
Tax Compounding
1 - 38
Tax Inclusiveness
1 - 39
Tax Recovery
1 - 40
Tax Rounding
1 - 41
Tax Overrides
1 - 42
Offset Taxes
1 - 43
1 - 44
Practice 3 Overview:
Creating a First Party Tax Profile
This practice covers the following topics:
Creating a Legal Entity
Creating a First Party Tax Profile
1 - 45
1 - 46
Tax Exemptions
1 - 47
Tax Exceptions
1 - 48
Tax Formulas
1 - 49
1 - 50
1 - 51
Practice 4 Overview:
Creating Transactions with Applicable Tax
This practice covers the following topics:
Entering an Invoice in Payables
Entering an Invoice in Receivables
1 - 52
New Features
1 - 53
1 - 54
1 - 55
Tax Jurisdictions
1 - 56
Tax Rules
1 - 57
Practice 5 Overview:
Setting Up Tax Rule Defaults
This practice covers the following topics:
Creating Default Rules
1 - 58
1 - 59
1 - 60
1 - 61
Tax Repository
1 - 62
Practice 6 Overview:
Creating Tax Accounts
This practice covers the following topics:
Creating Tax Accounts
1 - 63
Tax Simulator
1 - 64
1 - 65
Guided Configuration
1 - 66
1 - 67
Upgrade Considerations
11i Tax Codes and Rates (AP Tax Codes and AR VAT
Taxes) are upgraded as Regimes, Tax, Status and Rates
11i Tax Codes are also upgraded as Tax Classification
lookups
Tax Classification lookups are used in Direct Rate
Determination Rules to reach the appropriate Tax Rate
11i Tax Type, plus the country of the owning operating
unit, are used to name the R12 Tax Regimes (I.e. UK
VAT)
1 - 68
Implementation Information
1 - 69
Summary
1 - 70