Reviewing Sales Tax Rates (Oracle Receivables Help)


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Reviewing Sales Tax Rates

Use the Review Sales Tax Rates window to review your existing sales tax rates. Receivables creates these sales tax rates when you enter customer addresses in the Customers window. You can view the locations and associated rates for your customer addresses in the Tax Locations and Rates window. If you have a situation where locations are defined without rates and these locations are included in existing authorities, Receivables also creates sales tax rates when you assign rates to these locations.

If you update rates belonging to locations that are already included in an authority, Receivables automatically updates all of the sales tax rates that are associated to this authority. You can review the changes in this window.

The number of sales tax rates created for each authority depends upon the postal code and date ranges that you assigned to each location included in your authority.

The following example demonstrates the criteria that Receivables uses to create sales tax records for your customer addresses. In this case, you have the following locations and rate assignments defined in Receivables where CA is the state of California, San Mateo is a county within California, and Foster City and Belmont are cities within San Mateo county:

Segment Value From Zip To Zip Start Date End Date Tax Rate

CA 96199 96199-9999 15-JUL-90 ----- 6.25%

CA 85364 89999-9999 15-JUL-90 ----- 6.25%

CA 90000 94999-9999 15-JUL-90 ----- 6.25%

San Mateo 00000 99999-9999 07-JUL-88 31-DEC-90 0%

San Mateo 00000 99999-9999 01-JAN-91 31-JAN-91 2%

Foster City 94063 94065-9999 01-JAN-91 31-JAN-91 1%

Belmont 94065 94069-9999 01-JAN-90 31-JAN-91 0%

Table 1 - 7. (Page 1 of 1 - Locations and Rates as defined)

Segment Value	From Zip	To Zip	Start Date	End Date	Tax Rate

CA	96199	96199-9999	15-JUL-90	-----	6.25%
CA	85364	89999-9999	15-JUL-90	-----	6.25%
CA	90000	94999-9999	15-JUL-90	-----	6.25%

San Mateo	00000	99999-9999	07-JUL-88	31-DEC-90	0%
San Mateo	00000	99999-9999	01-JAN-91	31-JAN-91	2%

Foster City	94063	94065-9999	01-JAN-91	31-JAN-91	1%

Belmont	94065	94069-9999	01-JAN-90	31-JAN-91	0%
Table 1 - 7. (Page 1 of 1 - Locations and Rates as defined)

When you enter and save these locations and their rate assignments, Receivables generates the following sales tax rate records:

Authority From Zip To Zip Start Date End Date Tax Rate

CA.San Mateo. Foster City 94063 94065-9999 01-Jan-91 31-Jan-91 6.25+2+1

CA.San Mateo.Belmont 94065 94069-9999 15-Jul-90 31-DEC-90 6.25+0+0

CA.San Mateo.Belmont 94065 94069-9999 01-Jan-91 31-Jan-91 6.25+2+0

Table 1 - 8. (Page 1 of 1 - Sales Tax Rates for review)

Authority	From Zip	To Zip	Start Date	End Date	Tax Rate

CA.San Mateo. Foster City	94063	94065-9999	01-Jan-91	31-Jan-91	6.25+2+1

CA.San Mateo.Belmont	94065	94069-9999	15-Jul-90	31-DEC-90	6.25+0+0
CA.San Mateo.Belmont	94065	94069-9999	01-Jan-91	31-Jan-91	6.25+2+0
Table 1 - 8. (Page 1 of 1 - Sales Tax Rates for review)

Receivables only calculates sales tax rates for authorities that exist within your home country. For example, if you set up your sales tax system to handle business in the United States but you enter addresses in a foreign country, Receivables does not create locations, authorities, or sales tax records.

Prerequisites

Enter customers

Enter customer addresses

To review your sales tax rates:

1. Navigate to the Review Sales Tax Rates window.

2. Choose Run from the Query menu.

Reviewing Sales Tax Rates

Prerequisites

To review your sales tax rates:

See Also