Tax Rule Qualifiers

Tax rules with a rule qualifier are used only when the qualifier matches with the transaction line. Use the tax rule qualifiers to restrict or apply specific tax rules to an event or geography.

Event Qualifiers

The event qualifier is of two types: normal event and tax event.

Normal events comprise of the following events:

Event Name	Oracle Fusion Application Name
Credit Card Expenses	Expenses
Employee Expense Report	Expenses
Expense Report	Payables
Standard Invoices	Payables
Prepayment Invoices	Payables
Purchase Order and Agreement	Purchasing
Change Orders	Purchasing
Debit Memo	Receivables
Invoice	Receivables
Credit Memo	Receivables

The event class qualifiers have a direct affect on the evaluation order of tax rules. The following list summarizes the affect:

1. When a normal event-based qualifier is used then it's used in preference to tax rules qualified by tax event qualifiers or other nonevent-based qualified tax rules regardless of the rule priority.

2. When multiple normal event-based qualified tax rules are applicable, the application uses rule priority to define the rule processing order.

3. When a tax event based qualifier is used then it's used in preference to other nonevent-based qualified rules regardless of rule priority.

4. When multiple tax events-based qualified tax rules are applicable, the application uses rule priority to define the rule processing order.

5. When no event-based qualifier, normal event or tax event-based, is used, tax rule evaluation is used for rule priority order.

6. When a geography qualifier is used, it doesn't affect the tax rule evaluation order. That is, tax rules are evaluated based on the mentioned points regardless of whether a geography qualifier is used or not.

Tax rules qualified by tax event qualifiers are processed after normal event qualified tax rules but before tax rules with no event or tax event qualifiers. When there are two or more rules with normal event class qualifiers that match the transaction line details, the application uses rule priority to determine the order in which the tax rules are processed.

Note: Geography qualifiers don't function in this way. When a tax rule has a geography qualifier and no event class qualifier, the tax determination process processes the tax rules based on the rule priority against other tax rules that don't have any tax event rule qualifiers.

Geography Qualifiers

Enable the Set as geography specific rule option to use the geography qualifier. Once you enable this option you can enter either a normal geography or a tax zone geography.

When you use a normal geography, select the parent geography type and parent geography to restrict the list of geography type and subsequently, the geography name fields. For example, when you want to select counties for a specific state such as California, define the:

• Parent geography type as State

• Parent geography name as CA (California)

• Geography type as County

This limits the list of values for the geography name field to the counties that are in the state of California instead of listing all of the counties.

Tip: When selecting the normal geography qualifiers, use the parent geography to ensure that the correct geography element is selected, as there are many multiple geography elements with the same name across the world. For example, Richmond is a city in Canada's provinces of British Columbia, Ontario, and Quebec. Richmond is also a city in the state of Virginia in the United States.