8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 145
1copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 245
Important Considerations When
Implementing Oracle E-Business Tax In R12Day Date 2004
time pm ET
Teleconference Access
North America xxxx
International xxxx
Password Advisor
Thursday October 14 2010
1200 PM Eastern
Teleconference Access
North America
+1-877-664-9143
International
Upcoming Receivables Community Webcasts
October 28 2010 E-Business Tax R12 Setup ndash US
Location Based Taxes Part 1 Prerequisites amp Regimes
November 4 2010 E-Business Tax R12 Setup ndash US
Location Based Taxes Part 2 Rules Types Profiles
November 18 2010 Setup amp Usage of Document
2copy 2009 Oracle Corporation ndash Proprietary and Confidential
+1-706-634-8961
Conference ID 95677154
For complete details on allupcoming Oracle Advisor
Webcast Events please seeNote 7409661 Oracle AdvisorWebcast Schedule
Sequencing In Oracle ReceivablesPlease send your requests for future Receivables
Advisor Webcast Event topics to
ARNEWS_USoraclecom subject Topics of Interest
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 345
bull Presentation ndash approximately 45 minutes
bull QampA Session ndash approximately 15 minutes
bull Please hold all questions to the end of the session
bull To ask a question by voice hit 1 on your telephone
bull To ask a question via voice streaming select the lsquoChatrsquo icon
and enter your question in the dialog box
Agenda
3copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Questions will be read aloud during the QampA
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 445
ATTENTION ndash AUDIO INFORMATION
If you encounter any audio issues please call
InterCall (audio conferencing)
North America +1-877-664-9143
International +1-706-634 - 8961
Conference ID 95677154
4copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 545
The following is intended to outline our general
product direction It is intended for informationpurposes only and may not be incorporated into
any contract It is not a commitment to deliver any
Safe Harbor Statement
5copy 2009 Oracle Corporation ndash Proprietary and Confidential
relied upon in making purchasing decision The
development release and timing of any features
or functionality described for Oraclersquos products
remains at the sole discretion of Oracle
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 645
ltInsert Picture Heregt
Important Considerations When ImplementingOracle E-Business Tax In R12
Vikranth Medury
Principal Software Engineer
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 245
Important Considerations When
Implementing Oracle E-Business Tax In R12Day Date 2004
time pm ET
Teleconference Access
North America xxxx
International xxxx
Password Advisor
Thursday October 14 2010
1200 PM Eastern
Teleconference Access
North America
+1-877-664-9143
International
Upcoming Receivables Community Webcasts
October 28 2010 E-Business Tax R12 Setup ndash US
Location Based Taxes Part 1 Prerequisites amp Regimes
November 4 2010 E-Business Tax R12 Setup ndash US
Location Based Taxes Part 2 Rules Types Profiles
November 18 2010 Setup amp Usage of Document
2copy 2009 Oracle Corporation ndash Proprietary and Confidential
+1-706-634-8961
Conference ID 95677154
For complete details on allupcoming Oracle Advisor
Webcast Events please seeNote 7409661 Oracle AdvisorWebcast Schedule
Sequencing In Oracle ReceivablesPlease send your requests for future Receivables
Advisor Webcast Event topics to
ARNEWS_USoraclecom subject Topics of Interest
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 345
bull Presentation ndash approximately 45 minutes
bull QampA Session ndash approximately 15 minutes
bull Please hold all questions to the end of the session
bull To ask a question by voice hit 1 on your telephone
bull To ask a question via voice streaming select the lsquoChatrsquo icon
and enter your question in the dialog box
Agenda
3copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Questions will be read aloud during the QampA
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 445
ATTENTION ndash AUDIO INFORMATION
If you encounter any audio issues please call
InterCall (audio conferencing)
North America +1-877-664-9143
International +1-706-634 - 8961
Conference ID 95677154
4copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 545
The following is intended to outline our general
product direction It is intended for informationpurposes only and may not be incorporated into
any contract It is not a commitment to deliver any
Safe Harbor Statement
5copy 2009 Oracle Corporation ndash Proprietary and Confidential
relied upon in making purchasing decision The
development release and timing of any features
or functionality described for Oraclersquos products
remains at the sole discretion of Oracle
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 645
ltInsert Picture Heregt
Important Considerations When ImplementingOracle E-Business Tax In R12
Vikranth Medury
Principal Software Engineer
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 345
bull Presentation ndash approximately 45 minutes
bull QampA Session ndash approximately 15 minutes
bull Please hold all questions to the end of the session
bull To ask a question by voice hit 1 on your telephone
bull To ask a question via voice streaming select the lsquoChatrsquo icon
and enter your question in the dialog box
Agenda
3copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Questions will be read aloud during the QampA
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 445
ATTENTION ndash AUDIO INFORMATION
If you encounter any audio issues please call
InterCall (audio conferencing)
North America +1-877-664-9143
International +1-706-634 - 8961
Conference ID 95677154
4copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 545
The following is intended to outline our general
product direction It is intended for informationpurposes only and may not be incorporated into
any contract It is not a commitment to deliver any
Safe Harbor Statement
5copy 2009 Oracle Corporation ndash Proprietary and Confidential
relied upon in making purchasing decision The
development release and timing of any features
or functionality described for Oraclersquos products
remains at the sole discretion of Oracle
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 645
ltInsert Picture Heregt
Important Considerations When ImplementingOracle E-Business Tax In R12
Vikranth Medury
Principal Software Engineer
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 445
ATTENTION ndash AUDIO INFORMATION
If you encounter any audio issues please call
InterCall (audio conferencing)
North America +1-877-664-9143
International +1-706-634 - 8961
Conference ID 95677154
4copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 545
The following is intended to outline our general
product direction It is intended for informationpurposes only and may not be incorporated into
any contract It is not a commitment to deliver any
Safe Harbor Statement
5copy 2009 Oracle Corporation ndash Proprietary and Confidential
relied upon in making purchasing decision The
development release and timing of any features
or functionality described for Oraclersquos products
remains at the sole discretion of Oracle
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 645
ltInsert Picture Heregt
Important Considerations When ImplementingOracle E-Business Tax In R12
Vikranth Medury
Principal Software Engineer
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 545
The following is intended to outline our general
product direction It is intended for informationpurposes only and may not be incorporated into
any contract It is not a commitment to deliver any
Safe Harbor Statement
5copy 2009 Oracle Corporation ndash Proprietary and Confidential
relied upon in making purchasing decision The
development release and timing of any features
or functionality described for Oraclersquos products
remains at the sole discretion of Oracle
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 645
ltInsert Picture Heregt
Important Considerations When ImplementingOracle E-Business Tax In R12
Vikranth Medury
Principal Software Engineer
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 645
ltInsert Picture Heregt
Important Considerations When ImplementingOracle E-Business Tax In R12
Vikranth Medury
Principal Software Engineer
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 745
ltInsert Picture Heregt
Program Agenda
bull Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
7copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 845
Features Of E-Business Tax
bull Single point solution to manage transaction-based taxes
bull Configuration and maintenance of tax content
bull Tax Rules
bull Tax Repository
bull Tax Simulator
bull Tax Reporting Formats
8copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Common Configurationbull Upgrade Process
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 945
Features Of E-Business Tax
Functionality supported by Oracle E-Business Tax
bull Procure to Pay Transactional Taxes
bull Order to Cash Transactional Taxes
bull Sales and Use Tax (Location Based Tax)
bull Tax Reporting
bull Tax on General Ledger
9copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1045
Features Of E-Business Tax
Functionality not migrated to Oracle E-Business Tax
bull Latin Tax Engine
bull Payables Withholdings
bull Payables Extended Withholdings (Latin America)bull Brazilian Withholding Tax Calendar
Functionalit not available in Oracle E-Business Tax
10copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Payroll Taxes (Oracle Payroll)bull Property Taxes (Oracle Assets)
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1145
Features Of E-Business Tax
E-Business Tax Components
bull Tax Content Services
bull Tax Content Repository
bull Tax Service Request Manager
bull Tax Determination Services
bull Tax Record Repository
11copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull ax m n s ra on erv ces
bull Tax Reporting Ledger
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1245
Tax Content Services Subcomponents
bull Basic tax configuration
bull Tax jurisdictionsbull Party tax profiles
bull Fiscal classifications
bull Exemptions and Exceptions
Features Of E-Business Tax
12
bull ountry e au t contro s
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1345
Tax Determination Services main subcomponents
A Tax Rules Management
bull Tax rules
bull Tax determining factor sets
bull Tax determining factors
bull Tax condition sets
B Tax Determination Management
Features Of E-Business Tax
13
bull
bull Tax Applicability
bull Tax Registration
bull Tax Status
bull Tax Rate
bull Taxable Basis
bull Calculate Tax Amounts
bull Recovery Rate
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1445
Features Of E-Business TaxRegime To Rate Flow
983124983137983160983122983141983143983145983149983141
983124983137983160983124983137983160
983123983156983137983156983157983155983124983137983160
983122983137983156983141
983119983152983141983154983137983156983145983150983143983125983150983145983156 983124983137983160
983105983139983139983151983157983150983156983155
983124983137983160983114983157983154983145983155983140983145983139983156983145983151983150
Tax Tax Tax Jurisdiction Tax Tax Operating Unit
14copy 2009 Oracle Corporation ndash Proprietary and Confidential
US
Sales
Tax
State Sales Tax California State
Sales Tax
Standard 725 01005004033
County Sales Tax San Mateo County
Sales Tax
Standard 10 01005004033
City Sales Tax Belmont City SalesTax
Standard 0 01005004033
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1545
Features Of E-Business Tax
E-BTax meets the following Business Requirements in R12
bull Sales and Use Tax in Procurement
bull Self-Assessed Tax in Payables
bull Multiple Registrationsbull Deferred Tax in AP
bull Enhanced Handling of Tax on Freight
bull Enhanced Exemptions and Exceptions
15copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Multiple Inclusive Compoundingbull Quantity Based Rates in Procurement
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
bull Upgrade Versus Fresh Implementation
bull Tax Calculation Methods
bull Partner Integrations
bull Localizations
16copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Tax Reportingbull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1745
bull Upgrade
bull Standard migration from Release 11i to Release 12
bull Migration requires no manual effort completely automated
bull 11i tax functionality supported out of the box
bull Upgrade + New Features
Upgrade Versus Fresh Implementation
Stages Of Implementation From 11i To R12
17
bull n mum se up c anges
bull Allows enhanced E-BTax functionality (moving to fresh
implementation)
bull Can be tailored based on business needs
bull Fresh Implementationbull Fully utilizing E-BTax functionality and features
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1845
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 1945
Upgrade Versus Fresh Implementation
Comparison 11i Versus R12 Tax Codes amp Groups
19copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2045
Upgrade Versus Fresh Implementation
11i Tax Codes amp Groups Versus R12 (Upgraded)
20copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2145
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Migration Naming Convention
bull New data naming strategy for location-based tax
bull Example Tax Regime US-SALES-Tax-101bull Taxware example ST-CA-90000-00
bull Manual data example ST-CA-11735
21copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull New data naming strategy for non-location-based taxTax RegimeltCountry Code of OUgt||Tax or ltCountry Code of OUgt||Tax Type
bull Migration of Receivables Address Validation Parameter
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2245
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Data Ownership of Upgraded Data
bull Location-Based Tax Upgrade
bull Defaulting Hierarchy
bull U rade of Tax Recover
22copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Party Tax Information
bull Tax Registrations
bull Tax Exemptions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2345
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
bull Tax Overrides
bull Customer Exemption
bull Inclusive Tax Linesbull Tax Rounding
bull Tax Rate
23copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Receivables Tax Calculation Flag on Transaction Types
bull Different credit percentages for Tax and Line for AR Credit
Transactions
bull Global Descriptive Flexfield migration changes
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2445
Upgrade Versus Fresh Implementation
What Happens During The Upgrade
Tax Profile Upgrade
Release 11 i Release 12
Invoice Freight as Revenue eBTax Invoice Freight as Revenue
Tax Inventory Item for Freight eBTax Inventory Item for Freight
24copy 2009 Oracle Corporation ndash Proprietary and Confidential
Tax Allow Ad Hoc Tax Changes eBTax Allow Ad Hoc Tax Changes
Tax Allow Manual Tax Lines eBTax Allow Manual Tax Lines
Tax Allow Override of Customer
Exemptions
eBTax Allow Override of Customer
Exemptions
Tax Allow override of tax code eBTax Allow Override of Tax
Classification Code
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2545
bull Who are you A corporation Government non-governmenthellip
bull What are your operationsbusinesses
bull Where do your businesses operate (Place)
bull What type of business do you conduct (Process)
bull What productsservices do you buy or sell (Product)
bull Who are your customers and suppliers (Party)
Upgrade Versus Fresh Implementation
Fresh Implementation ndash Analyze Requirements
25copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull a axes are you su ec o
EBTaxParty Product
Process
Place
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2645
bull Configuration ownership
bull Global
bull Operating Unit (OU) specific
bull Exemptions must be created manually
bull No interface
bull No Application Programming Interface (API) (Party Tax Profile)
Upgrade Versus Fresh Implementation
Fresh Implementation Considerations
26
bull Use of Tax Configuration Librarybull User defined PLSQL taxable basis type at tax code level obsolete in R12
bull These will not be migrated
bull Only upgraded customers can have the regime determination set Standard
Tax Classification Code (STCC)bull Non-upgrade customers can use Determine Applicable Regimes
copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2745
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2845
Tax Calculation Methods
Rule Based
Determine Taxable CalculateApplicable
Single Interface for TransactionsSingle Interface for TransactionsPurchasing PartiesParties
PlacesPlacesTax Status
28copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Regimes Basis AmountTaxes
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
Payables
Receivables
Sales Orders
ro ucro uc
ProcessProcess
Rate
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 2945
Tax Calculation Methods
Direct Rate Determination (Upgrade only)
DetermineRegimes Taxable
Basis
CalculateTax
Amount
ApplicableTaxes
Single Interface for TransactionsSingle Interface for Transactions
PartiesParties
PlacesPlacesTax Status
amp Rate
TaxClassificationTaxClassification
Purchasing
29copy 2009 Oracle Corporation ndash Proprietary and Confidential
TaxesRulesTaxesRules
Transparent Integration with Tax Partner ServicesTransparent Integration with Tax Partner Services
ProductProduct
ProcessProcess
Receivables
Sales Orders
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3045
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
bull Partner Integrations
30copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3145
Partner Integrations
bull What are partner integrations
bull Who are the certified partners
bull Vertex
bull Taxware
bull Setup
bull Service Ma in s
31copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Service Extensions
bull How does it work
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3245
Partner IntegrationsTax Content Service Overview
T a x
P r
o d u c t s
32copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n
e s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3345
Partner IntegrationsTax Determination Service Overview
a x
P r o
d u c t s
33copy 2009 Oracle Corporation ndash Proprietary and Confidential
P a r t n e r
I n t e g r a t i o n
O r a c l e e B u s i n e
s s
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3445
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
34copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3545
Localizations
bull Separate Tax engine
bull India Localization
bull Latin America Localization
bull Extend E-Business Tax
35copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull China Golden Tax Adaptor bull EMEA Localizations
bull Asia Localizations
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3645
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
36copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3745
Tax Reporting
bull Tax Reporting Types and Codes
bull Types of Reports
bull Tax Reporting Ledger (TRL)
bull Non-TRL Reportsbull Reporting Formatting
bull Standard Reports (RDF)
bull
37copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull Reporting Levelbull Legal Entity
bull Ledger
bull Operating Unit
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3845
ltInsert Picture Heregt
Program Agenda
Features of E-Business Tax
Upgrade Versus Fresh ImplementationTax Calculation Methods
Partner Integrations
38copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
Tax Reporting
bull Resources
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 3945
For More Information
Tax Partners
bull Oracle E-Business Tax Vertex Q-Series and Taxware Sales Use
Tax System Implementation Guide - Release 12
bull Note 7614381 Using Vertex Q Series and Troubleshooting the
Integration with R12 eBTaxbull Note 8065751 Using Taxware and Troubleshooting the Integration
with R12 eBTax
bull htt wwworaclecomus artnershi ssolutionsindexhtmlcurrentval
39copy 2009 Oracle Corporation ndash Proprietary and Confidential
Localizations
bull Note 8114831 Oracle Golden Tax Adaptor for Mainland China
Release Notes Release 1211
bull Note 7846921 Troubleshooting Latin America Tax Release 12 Tax
Calculation Issues
bull Note 4720551 India Localization uptake of E-Business Tax in R12
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4045
For More Information
Upgrade
bull Oracle Financials and Oracle Procurement Functional Upgrade
Guide Release 11i to Release 12
bull Note 8104431 Overview of the E-Business Tax R12 Upgrade forOrder to Cash (Important Pre-Upgrade Patches to Consider)
bull Note 10628971 Case Study How to Switch From an Upgraded
Tax Regime to a New Tax Regime - Canada HST example
40copy 2009 Oracle Corporation ndash Proprietary and Confidential
bull o e pgra e v sor rac e - us ness u e nanc a s
Upgrade from 115102 to 1212
Tax Reporting
bull Oracle E-Business Tax Reporting Guide
bull Note 7373201 Troubleshooting R12 E-Business Tax (EBTax)
Reporting Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4145
For More Information
bull Note 11175441 E-Business Tax (EBTax) Information Center
bull Note 7359911 Implementing and Using Tax Recovery in
Release 12 E-Business Tax
bull Note 8852251 White Paper on Setting Up Tax Accountingbull Note 5544921 White Paper on Setting Up Geography
Hierarchy And Address Validation in Release 12
bull -
41copy 2009 Oracle Corporation ndash Proprietary and Confidential
Business Taxbull Note 7809891 R12 Upgrade Versus Reimplementation
(Financials)
bull Note 4630011 E-Business Tax Seed Data
bull Note 2151 E-Business Tax Newsbull Note 2161 E-Business Tax News ndash Archived Issues
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4245
For More Information
bull E-Business Tax Communityhttpscommunitiesoraclecomportalserverptcommunitye-business_tax232
bull Webcast on Partner Integration
httpsconferenceoraclecomimtappapparc_pb_hubuixmID=158449556ampsrc=a
pparc_pubampaction=pb
bull The recorded version of this webcast will be available within the
next 24 hours and can be downloaded from the Advisor Webcast
42copy 2009 Oracle Corporation ndash Proprietary and Confidential
rc ve ote
bull PDF files of previous Receivables presentations are available for
download from the Receivables Community Documentation area
bull Once in My Oracle Support select the Community Tab
bull Select the Enter Here button
bull Select the Receivables Community from the My Communitiesbox
bull Expand the ldquoReceivables All Community Documentsrdquo area
Questions
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4345
Questionsbull To ask a question on the phone line select 1 on your
telephone
bull To ask a question via voice streaming select the lsquoChatrsquo
icon and enter your question in the dialog box
bull Follow up questions on material from todayrsquos webcast can
be posted to
httpscommunitiesoraclecomportalserverptcommunity
43
v ew_ scuss on_ op c rea =
bull Please send your requests for future Receivables Advisor
Webcast Event topics to ARNEWS_USoraclecom
subject Topics of Interest
bull Your feedback helps shape what we offer and how it is
delivered To provide your feedback on any Receivables
content Community webcast andor newsletters please
email annemarieproviserooraclecom
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4445
44copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
8132019 EBT Implementation Considerations
httpslidepdfcomreaderfullebt-implementation-considerations 4545
45copy 2009 Oracle Corporation ndash Proprietary and Confidential
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