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1 Transaction Taxes

• Calculate Transaction Taxes
  • Tax Calculation on Transactions
  • Tax Determination
  • How You Use Tax Setup Components in Tax Determination Process
  • How Tax Configuration Options Are Used for Tax Determination
  • Manage Transaction Tax Lines
  • How Tax Exception is Applied to a Transaction Line
  • Transaction Tax Thresholds
  • Tax Point Basis
  • Tax Point Basis Determination on Transactions
  • Tax Point Basis Hierarchy
• Calculate Taxes on Payables Transactions
  • Examples of Tax Handling on Payables Transactions
  • Example of Allocation of Payables Summary Tax Lines
  • Tax Recovery Distributions
  • Example of Tax Recovery Distributions
  • Tax Overrides and Tolerances on Payables Transactions
  • Examples of Impact of Control Amount on Tax Calculations for Payables Transactions
  • Examples of Impact on Summary and Detail Tax Lines for Tax Detail Changes
  • Tax Treatment on Imported Documents for Payables Transactions
  • Tax Calculation on Payables Transactions Using Tax Point Basis
  • Examples of Tax Point Handling on Procure-to-Pay Transactions
  • Tax Calculation on Delivery Transactions Using Tax Point Basis
• Calculate Taxes on Receivables Transactions
  • Examples of Tax Handling on Receivables Transactions
  • How Receivables Transaction Attributes are Used in the Tax Determination Process
  • Example of Additional Tax Determining Factors on a Receivables Transaction Line
  • Considerations for Tax Exemptions
  • Examples of Impact on Tax Lines for Receivables Transaction Changes
  • Example of Tax Treatment on Receivables Adjustments
  • Tax Treatment on Imported Documents for Receivables Transactions
  • Tax Calculation on Receivables Transactions Using Tax Point Basis
  • Example of Tax Point Handling on Order-to-Cash Transactions
• Calculate Taxes on Intercompany Transactions
  • Tax Calculation on Intercompany Transactions
  • How Tax on Intercompany Transactions is Calculated
• Account for Tax on Transactions
  • Tax Account Configuration
  • Accounting for Tax on Payables Transactions
  • Accounting for Tax on Receivables Transactions
• FAQs for Calculate Transaction Taxes
  • What happens if I make the transaction line inclusive of tax?
  • What options can I set while making the transaction line inclusive of tax?
  • Why isn't the tax amount included in the line amount of a transaction line?
  • Why is the tax different for a transaction line of another accounting segment?
  • When does tax get calculated or recalculated on a Receivables transaction?
• Verify Transaction Tax Configuration
  • Tax Simulator
  • How You Simulate Subledger Transactions
  • Simulating Tax on Transaction Data
  • Enabling Taxes for Transactions and Simulation
  • Tax Determination in Tax Simulator
  • Details for Simulated Transaction Lines
  • Line Level Details for Simulated Transaction Lines
  • Tax Rule Details for Simulated Transaction Lines
  • Example of Using Tax Simulator to Analyze Tax Not Calculating as Expected
• FAQs for Verify Tax Configuration
  • When do I create a simulated transaction and when do I copy a subledger transaction in the Tax Simulator?
  • What's the difference between taxes enabled for transactions and taxes enabled for simulation?

2 Withholding Taxes

• Manage Withholding Taxes
  • Manage Withholding Tax Settings
  • Examples of Setting Up Rate Schedules for Withholding Taxes
• FAQs for Withholding Taxes
  • How can I review withholding taxes?
  • What happens if you select Allow invoice amount withholding option in the withholding tax setup with the Calculation Point set to Invoice or Payment?

3 External Taxable Transactions

• Manage External Taxable Transactions
  • Using Spreadsheets for Tax Transaction Entry
  • Import External Transactions to Tax Repository
  • Setup for External Taxable Transactions
• FAQs for External Taxable Transactions
  • What happens if an error occurs when I upload tax transaction data from a spreadsheet?
  • How can I purge external taxable transactions that aren't successfully processed?
  • Can I enter a manual tax line in the taxable transactions spreadsheet?
  • What happens if I have a recoverable tax line in an external tax transaction?
  • What happens if an inclusive tax is calculated on my external tax transactions?
  • Why are there shaded cells when I enter multiple lines in the Tax Entry Repository Data Upload spreadsheet?
  • What happens if I upload a tax exemption applicable to a sales transaction using the spreadsheet?
  • Why is the same value being allowed again for the document sequence value in the Tax Entry Repository Data Upload Interface spreadsheet?

4 Transaction Tax Reports

• Prepare Transaction Tax Reports
  • Overview of Transaction Tax Reports
  • Transaction Tax Report Features
  • Oracle Fusion Tax Predefined Reports
  • Tax Reporting Ledger
  • Tax Register and Financial Tax Register
  • Tax Reconciliation and Audit Reports
  • Interim Tax Register
  • Example of Reporting Interim Tax
  • Sales Tax Report
  • Example of Reporting Output Taxes for Tax Setup Options on Receivables Activities in the Tax Register and Nonrecoverable Tax Register
  • Example of Reporting Input Taxes in the Nonrecoverable Tax Register and Recoverable Tax Register
  • Example of Reporting Prepayments in the Tax Register
  • Example of Reporting Offset Taxes in the Tax Register
  • Example of Reporting Input Taxes in the Tax Register in Primary and Secondary Ledger Currency
  • Example of Reporting Transactions Based on Tax Point Basis
  • Example of Reporting Account Postings in the Interim Tax Register and Tax Register
• FAQs for Prepare Transaction Tax Reports
  • Can I see adjustments in the Sales Tax Report when no tax rate exists for the tax jurisdiction?
• Manage Tax Box Allocation Rules
  • Tax Box Allocations
  • Tax Box Allocation Reports
  • Generate Tax Returns Based on Tax Box Allocation Rules
• FAQs for Tax Box Allocation Rules
  • How can I correct transactions when tax box allocation rules aren't applied?

5 Frequently Asked Questions

• Why isn't the link to Tax Authority Invoice enabled for the AP invoice?
• Why are decimal values eliminated from the total tax amount and shown as an integer?
• Why isn't Edit Taxes enabled for the AP invoice?
• Why is the Calculate Tax button missing from the Create Invoice page on the supplier portal?
• Why isn't the tax applied to a transaction?
• Why are there no values in the Product Fiscal Classification LOV while creating an AR transaction?
• Why is the Tax Classification Code (TCC) not displayed as a default value on the purchase order?
• Why isn't the tax getting applied per the Product Fiscal Classification (PFC) rules?
• Why is the Inclusive option disabled from detail tax lines for the AP invoice?
• How to create a new postal code range in a tax zone?