Create Legal Jurisdictions, Addresses and Authorities

Define legal jurisdictions and related legal authorities to support multiple legal entity registrations, which are used by Oracle Fusion Tax and Oracle Fusion Payroll.

Legal Jurisdictions

Create a legal jurisdiction by following these steps:

  1. In the Setup and Maintenance work area, go to the Manage Legal Jurisdictions task.

  2. Select Create.

  3. Enter a unique Name, United States Income Tax.

  4. Select a Territory, United States.

  5. Select a Legislative Category, Income tax.

  6. Select Identifying, Yes. Identifying indicates the first jurisdiction a legal entity must register with to do business in a country.

  7. Enter a Start Date if desired. You can also add an End Date to indicate a date that the jurisdiction may no longer be used.

  8. Select a Legal Entity Registration Code, EIN or TIN.

  9. Select a Legal Reporting Unit Registration Code, Legal Reporting Unit Registration Number.

  10. Optionally enter one or more Legal Functions.

  11. Save and Close.

Legal Addresses for Legal Entities and Reporting Units

Create a legal address for legal entities and reporting units by following these steps:

  1. In the Setup and Maintenance work area, go to the Manage Legal Address task.

  2. Select Create.

  3. Select Country.

  4. Enter Address Line 1, Oracle Parkway.

  5. Optionally enter Address Line 2, and Address Line 3.

  6. Enter or Select the postal code, 94065.

  7. Select Geography 94065 and Parent Geography Redwood Shores, San Mateo, CA.

  8. Optionally enter a Time Zone, US Pacific Time.

  9. OK.

  10. Save and Close.

Legal Authorities

Create a legal authority by following these steps:

  1. In the Setup and Maintenance work area, go to the Manage Legal Authorities task.

  2. Enter the Name, California Franchise Tax Board.

  3. Enter the Tax Authority Type, Reporting.

    Note: Create an address for the legal authority.
  4. Select Create.

  5. The Site Number is automatically assigned.

  6. Optionally enter a Mail Stop.

  7. Select Country, United States

  8. Enter Address Line 1, 121 Spear Street, Suite 400.

  9. Optionally enter Address Line 2, and Address Line 3.

  10. Enter or Select the postal code, 94105.

  11. Select Geography 94105 and Parent Geography San Francisco, San Francisco, CA.

  12. OK.

  13. Optionally enter a Time Zone, US Pacific Time.

  14. Optionally click the One-Time Address check box.

  15. The From Date displays today's date. Update if necessary.

  16. Optionally enter a To Date to indicate the last day the address can be used.

    Note: You can optionally enter Address Purpose details.
  17. Select Add Row.

  18. Select Purpose.

  19. The Purpose from Date will default to today's date.

  20. Optionally enter a Purpose to Date.

  21. OK.

  22. Save and Close.