Contents

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1 Overview

• Overview of Define Tax Configuration
• Considerations for Defining Tax Configuration for Transaction Taxes
• Scope Values for Define Tax Configuration Task List
• Foundation Tax Configuration
• Tax Rule Configuration
• Example of Defining an Exception to the Tax Registration Tax Rule Default

2 Tax Configuration Using Rapid Implementation

• Define Taxes for Rapid Implementation
  • Overview of Define Taxes for Rapid Implementation
  • Implement Tax
  • Example of Creating a Tax Regime Using the Manage Tax Regimes Spreadsheet
  • Tax Configuration Content Upload Program
  • Tax Configuration Workbook
  • Example of Creating Tax Setup Using the Tax Configuration Workbook
  • Example of Creating Tax Setup Using Tax Partner Content in the Tax Configuration Workbook
  • Tax Implementation Workbook
  • Example of Creating Tax Setup Using the Tax Implementation Workbook
• FAQs for Define Taxes for Rapid Implementation
  • Can I only use the rapid implementation task list to create my tax configuration?
  • What's the difference between the Tax Configuration Workbook and the Tax Implementation Workbook?
  • What happens during spreadsheet upload?
  • Can I update an existing tax configuration using spreadsheet upload?
  • How can I identify the cause of an error during a tax spreadsheet upload?

3 Tax Configuration

• Define Tax Configuration
  • Regime to Rate Setup
  • Tax Regimes
  • Taxes
  • Tax Jurisdictions
  • Tax Statuses
  • Minimum Tax Configuration
  • Minimum Tax Configuration Setup
  • Example of Setting Up Minimum Tax Configuration
• Define Withholding Tax Configuration
  • Considerations for Setting Up Withholding Tax
  • Define Tax Configuration Setup for Withholding Tax
  • Manage Withholding Tax Settings
  • Reporting-Only Taxes and Calculation Formulas in Withholding
  • Examples of Setting Up Rate Schedules for Withholding Taxes
• FAQs for Define Withholding Tax Configuration
  • When do I use Oracle Fusion Tax to update the Payables withholding tax setup?
  • How do I set up withholding tax options?
  • What happens if you select Allow invoice amount withholding option in the withholding tax setup with the Calculation Point set to Invoice or Payment?
• Manage Tax Regimes
  • Associated Taxes Setup for a Tax Regime
• Manage Controls and Defaults
  • How You Set Up Tax Regime
  • Inclusive Taxes
  • Considerations for Configuring Inclusive Taxes
  • How Tax Inclusiveness Hierarchy Is Determined
• Manage Configuration Options and Service Subscriptions
  • Tax Configuration Options
  • Tax Content Subscription Options
  • How Tax Configuration Options Are Used for Tax Determination
  • Example of Setting Up Tax Configuration Options
• FAQs for Manage Tax Regimes
  • What's a service subscription?
  • Why are controls and defaults important?
  • How to enable tax calculation on rounded amounts for Payables invoices?
• Manage Tax Account
  • Tax Account Configuration
• Manage Taxes
  • Tax Controls and Defaults
  • Tax Amount Rounding
  • Considerations for Setting Up Rounding Rules
  • How Rounding Precedence Hierarchy Is Determined
  • Examples of Tax Rounding
  • Self-Assessment of Taxes
  • How Self-Assessed Taxes Are Processed
  • How Offset Taxes Are Processed
  • How Reporting-Only Taxes Are Processed
  • Transaction Tax Thresholds
• FAQs for Manage Taxes
  • What's the minimum setup to enable a tax for transactions or simulation?
• Manage Tax Rates
  • Overview of Tax Rates
  • Tax Rate Setup
  • Considerations for Setting Up Tax Rates
  • Tax Rates Controls and Defaults
  • Examples of Tax Rates for a Canadian Tax Regime
• Manage Tax Recovery
  • Tax Recovery
  • Considerations for Tax Recovery
  • Tax Recovery Rates Controls and Defaults
  • Example of Tax Recovery
  • Tax Recovery Distributions
  • Example of Tax Recovery Distributions
• Manage Tax Exceptions
  • How Tax Exception is Applied to a Transaction Line
• Manage Party Tax Profiles
  • Party Tax Profiles
  • Considerations for Specifying First-Party Tax Profile Options
  • Considerations for Specifying Third-Party Tax Profile Options
• FAQs for Manage Party Tax Profiles
  • When does a party tax profile get created for a business unit?
  • What happens if I use a subscription from a legal entity?
  • When does a party tax profile get created for a legal entity?
  • When do I create a party tax profile for a legal reporting unit?
  • When does a party tax profile get created for a third party?
• Manage Tax Registrations
  • Tax Registrations
  • Considerations for Setting Up Tax Registrations
• Manage Tax Reporting Configuration
  • Global Tax Reporting
  • Considerations for Setting Tax Reporting Configuration Controls for VAT
  • Example of Setting Up VAT Reporting
• Manage Tax Exemptions
  • Tax Exemptions
  • Considerations for Tax Exemptions
  • Examples of Exemption Types and Percentages
• FAQs for Tax Exemptions
  • What's the difference between using tax exemptions and tax rules to modify the taxable nature of a transaction?
• Manage Transaction-Based Fiscal Classifications
  • Overview of Transaction-Based Fiscal Classifications
  • Transaction Business Categories
  • Example of Transaction Business Categories
  • Document Fiscal Classifications
  • Example of Document Fiscal Classifications
  • User-Defined Fiscal Classifications
  • Example of User-Defined Fiscal Classifications
• Manage Party Classifications
  • Party Information
  • How Party Fiscal Classifications Work in Tax Rules and Tax Reporting
  • Example of Using Party Fiscal Classifications
• FAQs for Party Classifications
  • What's the difference between legal classifications and fiscal classifications?
• Manage Product-Based Fiscal Classifications
  • Overview of Product-Based Fiscal Classifications
  • Product Fiscal Classifications
  • Example of Using Product Fiscal Classifications
  • Product Category Fiscal Classifications
  • Example of Using Product Category Fiscal Classifications
  • Intended Use Fiscal Classifications
  • Example of Using Intended Use Fiscal Classifications
• Manage Tax Rules
  • Tax Determination
  • Tax Determination Process
  • Tax Rules
  • Direct Tax Rate Rules
  • How You Use Tax Setup Components in Tax Determination Process
  • Tax Rule Qualifiers
  • Example of Evaluating Tax Rules with Event Qualifiers
  • Tax Rules Processing Order
  • Examples of Using Tax Rules Processing Order
  • Considerations for Setting Up Tax Rules
  • Example of Turning Tax Regulations into Tax Rules
• Manage Tax Applicability and Place of Supply Rules
  • Tax Applicability
  • Tax Applicability Options
  • Example of Setting Up Tax Applicability
• Manage Tax Calculation Rules
  • Tax Calculation Influencers
• Manage Configuration Owner Tax Options
  • Manage Transaction Tax Lines
  • How You Set Up Configuration Owner Tax Options for Payables and Purchasing Event Classes
  • How You Set Up Configuration Owner Tax Options for Receivables Event Classes
  • How You Set Up Configuration Owner Tax Options for Withholding Taxes
• Manage Simulator Transactions
  • Tax Simulator
  • How You Simulate Subledger Transactions
  • Simulating Tax on Transaction Data
  • Example of Using Tax Simulator
  • Example of Using Applied Documents
  • Enabling Taxes for Transactions and Simulation
  • Example of Enabling Taxes for Transactions and Simulation
  • Tax Determination in Tax Simulator
  • Details for Simulated Transaction Lines
  • Example of Using Rounding Level on Tax Lines
  • Line Level Details for Simulated Transaction Lines
  • Tax Rule Details for Simulated Transaction Lines
  • Example of Reviewing Tax Rule Details for Simulated Transaction Lines
  • Example of Using Tax Simulator to Analyze Tax Not Calculating as Expected
• FAQs for Manage Simulator Transactions
  • 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?

4 Advanced Tax Configuration

• Manage Tax Geographies
  • Place Information
  • How Country Information Works in Tax Rules and on Transactions
  • Example of Using Country Information in Tax Rules
  • How Geography Elements Work in Tax Rules
  • Example of Using Geography Levels in Tax Rules
• Manage Tax Zones
  • How Tax Zones Work in Tax Rules
  • Example of Using Tax Zones in Tax Rules
• Manage Tax Statuses
  • How You Set Up Tax Status Controls and Defaults
• Manage Tax Formulas
  • Tax Formulas
  • Examples of Taxable Basis Tax Formula
  • Example of Tax Calculation Tax Formula
• Manage Transaction Fiscal Classifications
  • Transaction Fiscal Classifications
  • Example of Transaction Fiscal Classifications
• Manage Tax Determining Factor Sets and Tax Condition Sets
  • Tax Determining Factor Sets and Condition Sets
  • Party, Product, Place, and Process as Determining Factors
  • Examples of Setting Up Determining Factor and Condition Sets
• FAQs for Manage Tax Determining Factor Sets and Tax Condition Sets
  • Why are party, product, place, and process important?
• Manage Tax Reporting Types
  • Tax Reporting Types and Codes
  • Legal Justification Tax Reporting Types
• Manage Location of Final Discharge
  • Tax Point Basis
  • Tax Point Basis Hierarchy
• Manage Tax Profile Options
  • Profile Options Controls and Defaults
• Manage Tax Box Allocation Rules
  • Tax Box Allocations
  • Tax Box Allocation Rules
  • How You Use Tax Reporting Type for Tax Box Allocation Rules
  • Example of Setting Up Tax Box Allocation Rules
• Manage Tax Exemption Limits for Italy
  • Supplier Exemptions for Italy
• FAQs for Tax Exemption Limits for Italy
  • How do I apply exemption limits to invoices?
  • Can I adjust the monthly limits once they're created?
  • What are the letter types for supplier exemptions for Italy?

5 External Tax Partner Integrations

• Overview of External Tax Partner Integrations
• Oracle Fusion Tax Configuration for External Tax Partner Calculation
• Automatic Invoice Validation for Partner Tax Calculation

6 Catalogs

• Overview
  • How Catalogs Work Together
  • Catalog Formatting
  • Catalog Details
  • Automatic Assignment Catalogs
• Manage Catalogs
  • What Can You Edit on the Edit Catalog Page
  • Relationship Between Categories and Catalogs
  • Date Enablement for Catalogs and Categories
  • How Various Catalog Hierarchies Fit Together
  • Category Edits
  • Catalog Category Association
  • Category Details
  • Create Categories
  • Category Moves
  • Category Hierarchy Reports
  • Catalog and Category Attachments
  • Items to Categories Assignment
  • Category Sharing
  • Default Catalog Assignment
• FAQs for Manage Catalogs
  • How can I define category hierarchies?
  • How can I duplicate categories?
  • How can I add categories?
  • How can I add shared categories?
  • How can I add images to a catalog or category?
  • What is catalog mapping?

7 Tax Registration Number Validation Logic

• Overview of Tax Registration Number Validation Logic
• Argentina
• Australia
• Austria
• Belgium
• Brazil
• Bulgaria
• Chile
• Colombia
• Cyprus
• Czech Republic
• Denmark
• Estonia
• Ecuador
• Finland
• France
• Germany
• Greece
• Hungary
• Ireland
• Italy
• India
• Latvia
• Lithuania
• Luxembourg
• Malta
• Mexico
• Netherlands
• New Zealand
• Poland
• Portugal
• Peru
• Russia
• Romania
• Slovakia
• Slovenia
• Spain
• Sweden
• Switzerland
• Taiwan
• United Kingdom

8 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?
• How to have a different tax on specific item categories?
• How to stop a tax from applying in Procurement but still run in other modules?
• How is the tax coming on Purchase Order based on the Purchasing Category?