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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?