Tuesday, 1 April 2014

Oracle R12 E Business Tax Setup for India Localization

E Business Tax Setup for India Localization


In R12 E Business tax Replaces the Receivable Tax Engine


It is Mandatory to define Regime Rate Flow for Getting the India Localized Tax Defaulted in all the Transactions.



Set Up Steps


1. Define Party Tax Profiles
2,Define tax Configurations
3.Regime to Rate Flow
4.Tax Applicability to Applications


Tax Configuration has Below Functional Setups
  • Tax regime
  • Taxes
  • Tax status Code
  • Tax jurisdiction
  • Tax recovery rate
  • Tax rate
  • Tax Rules


Responsibility Creation:


Tax Manager is the Responsibilty With Menu as “E-Business Tax Homepage”










Below Setup Screen Shots Done in 8010 Instance For Operating unit CHN OU2 in BG 1223.


Creating party Profiles                                                             


Navigation:


E Business tax → Parties → party Tax Profiles


Select Party Type as “Operating Unit Owning Tax Content”


Party Name → Operating Unit for Which the Tax to be Setup –CHN OU2



Go to create tax Profile:





For India Localization Do Not Check use Subscription of the Legal Entity


Click Apply ; Message Will Appear on Home Screen as Below.












Define Tax Configuration:                                                               


Navigation


E Business Tax → Tax Configuration


Tax Regime creation


Navigation


E Business Tax → Tax Configuration → Tax regimes


Tax regime Code--Ram Tax Regime


Name--Ram Tax Register


Regime Level—Country


Country Name-- India


Tax Currency—INR


Click Continue → Page Will Navigate to






Add OU details






Click Finish → Confirmation Message Will Appear






Tax Creation


Navigation → E Business tax → Tax Configuration → Taxes


Click create



Add Informations





Click Apply and Confirmation Message Will Appear








Tax Status


Navigation


E Business tax → Tax Configuration → Tax Statuses


Click create




set as default


Click Apply






Confirmation Message Will Appear as Above


Create Tax Jurisdiction Code


Navigation


E Business tax → Tax Configuration → Tax jurisdiction










Click Apply → Confirmation Message Will Appear






Creating Tax rates


Navigation


E Business Tax → Tax Configuration → Tax Rates


Click create


Create Tax Rate as “LOCRATE” and set the Rate as Zero




Go to rate details and set the LOCRATE  as Default rate


Creating Tax rules


Navigation


E Business Tax → Tax Configuration → Tax Rules


Search With Config Owner , Tax regime Code and Tax



1. In Determine Place Of Supply Set Below Rule





Select the Rule “Ship to, use bill to if ship to is not found”


2. in determine Tax Registration Set the same Rule















3. In Determine Taxable Basis Set Default Rule as Standard_TB













4.In Rule Type Calculate tax Amounts Set Default Rule as Standard_TC














5. In Determine Tax Applicability  Set Default Rule as Applicable























6. In Determine Tax Rate –- select Guide Rule Entry





Fill general Information





Click next for Applying Conditions




Click Next For Applying the results














Select the Tax rate and Click Next for applying Rule Order




Click Next for Applying the Rule Sets






Click Finish → Confirmation Message Along With Tax rule Will Appear











Creating Tax Recovery rate


Navigation


E Business Tax → Tax Configuration → Tax recovery rate


Click Create





Set as Default Rate Check Box has to be Enabled


Then Click Apply → Confirmation Message Will Appear








Go to Taxes For Updating the Default Recovery Rate and Enabling it for transaction


Navigation


E Business Tax → Tax Configuration → Taxes


Click update
































Regime to rate Flow


Navigation


E Business Tax → Tax Configuration → Tax regimes


Query the Tax regime created


Click on Regime to Rate Flow Icon on Right Last


Drill Down the result








Tax Applicability to Applications


Navigation


E Business tax → Defaults and Controls → Application tax Options → create





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