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Sample ebusiness tax application workshop v 1.2
1.
© Copyright KCI
|| Confidential || Ms. Beverley Baker-Harris Senior Project Manager GBT Application Design Workshop E-Business Tax
2.
© Copyright KCI2 Agenda
Introductions Workshop Norms and Objectives Participant Responsibilities Introduction to E- Business Tax Initial Production Application Process Review – High Level Design Break Review – Design Considerations and Issues Interactive Discussion* Action Items and Next Steps * During live Global Design Workshop sessions, interactive discussions will be 2-3 hours with the break taken near the middle of the 4 hour workshop block To be done when new invitees in audience Workshop - 4 hrs
3.
© Copyright KCI3 Workshop
Objectives Understand E-Business Tax and Capabilities in Oracle R12 eBS Understand KCI EB Tax Determinants and Rules Review – Design Considerations Review – Key Design Decisions & Issues Determine E-Business Tax Application Process for KCI Global footprint
4.
© Copyright KCI4 Key
E-Business Tax Areas Features Key Concepts Processes AR Screen Changes Setup Considerations
5.
© Copyright KCI5 Customer
Billing - Process Overview
6.
© Copyright KCI6 Current
Tax Configurations Migrated During Upgrade To New Objects Tax CodesTax Codes –AA, BBAA, BB Tax GroupTax Group CodesCodes –CCCC Tax RateTax Rate CodesCodes –AA, BB, CCAA, BB, CC Output TaxOutput Tax ClassificationClassification CodesCodes –AA, BB, CCAA, BB, CC Tax RulesTax Rules –AA, BB, CCAA, BB, CC
7.
© Copyright KCI7 Current
State - US Vertex Sales Tax and TDM application interacts with the following applications/systems Applications utilizing Vertex Sales Tax Data. – Oracle Accounts Receivables – Delair (Claims Billing) – highly customized to meet KCI Business Needs. The application is totally supported internally and not by Vendor. KCI created a custom view into Vertex to fetch tax rate. – Oracle Order Management – Hero – Commissions – highly customized to meet KCI Business Needs. The application is totally supported internally and not by a Vendor. KCI created a custom view into Vertex to fetch zip codes for territory identification
8.
© Copyright KCI8 E-Business
Tax Integrations Oracle E-Business Tax Tax Services Request Manager Services Tax Content Services Tax Determination Services Tax Administration Services Partner Tax Content Interface Content Repository Record Repository Partner Tax Services Interface Tax PartnerTax Partner Tax ContentTax Content Tax ServicesTax Services Oracle Receivables and other E-Business Suite Products Transaction Tax DataTransaction Tax DataTransaction DataTransaction Data
9.
© Copyright KCI9 E-Business
Tax Components eBusiness Tax consists of a tax knowledge base, a variety of tax services that respond to specific tax events, and a set of repositories for tax content and tax recording. The components are: – Tax Content Services – Addresses the creation, maintenance, and management of tax content – Tax Content Repository – Contains master and reference data – Tax Service Request Manager – Manages access to all tax data and services – Tax Determination Services – Made up of two sub-components: Tax Determination Manager – Manages tax calculation Tax Rules Management – Manages the setup and definition of tax rules Tax Record Repository – Contains the key attributes of each tax transaction Tax Administration Services – Manages the accounting for all tax transactions Tax Reporting Ledger – Manages access to the Tax Content and Tax Record Repositories for reporting purposes
10.
© Copyright KCI10 Key
Product Features Allows to maintain a tax configuration for each tax that you are subject to Allows to maintain records for your legal entities and operating units and the taxes they are subject to Manage the sharing of tax configuration data by the legal entities and operating units in your organization Maintain tax registrations and classifications for your legal establishments and third parties Maintain classifications of the products that you buy and sell Maintain classifications for your transactions.
11.
© Copyright KCI11 Key
Product Features Maintain tax rules and default values to manage tax determination and tax recovery on your transactions Create default values and a minimum number of tax rules for simple tax requirements Create default values and a comprehensive set of tax rules to manage complex tax requirements Maintain tax-related records for your important transactions Maintain automatic accounting of all tax-related transactions
12.
© Copyright KCI12 Key
Product Features Manage user control of updates and overrides of tax information on transactions Maintain codes for tax reporting purposes Comes with a full set of reports for your tax authority tax requirements Maintain access to third party tax calculation services
13.
© Copyright KCI13 Tax
Integration E-Business Tax provides tax services for Order to Cash and Procure to Pay business flows in these applications: Advanced Global Intercompany Inventory General Ledger Internet Expense iProcurement iStore Order Capture Order Management Payables Projects Purchasing Receivables Service Contracts Trade Management
14.
© Copyright KCI14 EB
Tax Exclusions E-Business Tax does not provide tax services for these transaction: Payables withholding taxes Latin American Receivables transactions India transaction taxes
15.
© Copyright KCI15 Tax
Authority Tax Regime Tax Tax Jurisdiction California State Board of Equalization HM Customs and Excise (U.K.) Canadian Customs and Revenue Agency (Canada) Secretaria da Receita Federal (Brazil) Tax Authority:Tax Authority: A government entity that regulatesA government entity that regulates tax law, administers, and/or audits one or moretax law, administers, and/or audits one or more taxes.taxes. Key Concepts
16.
© Copyright KCI16 Tax
Regime: The set of tax rules that determine the treatment of one or more taxes administered by a tax authority. Tax Regime Tax Tax Jurisdiction Tax Authority California State Board of Equalization California Sales Tax HM Customs and Excise (U.K.) UK VAT Canadian Customs and Revenue Agency (Canada) Canadian Goods and Services Tax Secretaria da Receita Federal (Brazil) RICMS - Regulamento do ICMS Key Concepts
17.
© Copyright KCI17 Tax Tax Jurisdiction Tax
Authority Tax Regime Tax: A classification of a charge imposed by a government through a fiscal or tax authority. California State Board of Equalization California Sales Tax State Sales Tax HM Customs and Excise (U.K.) UK VAT UK VAT Canadian Customs and Revenue Agency (Canada) Canadian Goods and Services Tax GST Secretaria da Receita Federal (Brazil) RICMS - Regulamento do ICMS CMS Key Concepts
18.
© Copyright KCI18 Tax Jurisdiction Tax
Authority Tax Regime Tax Tax Jurisdiction: A geographic area where a tax is levied by a specific tax authority. California State Board of Equalization California Sales Tax State Sales Tax California (State) HM Customs and Excise (U.K.) UK VAT UK VAT UK Canadian Customs and Revenue Agency (Canada) Canadian Goods and Services Tax GST Ontario Secretaria da Receita Federal (Brazil) RICMS - Regulamento do ICMS CMS São Paulo Key Concepts
19.
© Copyright KCI19 Fiscal
Tax Classification System EB Tax uses Fiscal Classifications in creation of Tax Rules for Tax Determination For Inventory Items it provides a product fiscal classification using Inventory Category Sets Inventory Category Sets can also be setup for ‘Product Intended Use’ of the Inventory Item when ‘Product Intended Use’ is a factor either in Tax Determination or Tax recovery For Non Inventory Items it provides a flexibility to use EB Tax Product Category Allows creating Party Tax Classifications Allows creating Transaction tax Classifications
20.
© Copyright KCI20 Product
Fiscal Classifications Flow Item Categories Inventory Items Item Category Sets Inventory ProductFiscal Classifications External Components eBTax Components Fiscal Classif. Types •Product FC •Intended Use (inventory linked) Regime Association Tax Regimes Fiscal Classif. Types •Prod. Category •Intended Use (non-inventory) Fiscal Classification Codes Dependency Flows
21.
© Copyright KCI21 Tax
Rules Guided Flow Flows Optional Flows • Rule Code • Rule Name • Law Reference • Effective Dates • Applicable Applications • Etc. • Transaction Det. Factors • Party Det. Factors • Product Det. Factors • Condition Result will depends on the Rule Type (I.e. Determine Tax Status, the result will be a Tax Status) • Specify which order the rule conditions must be evaluated • Ability to re- use existing templates or create new ones General Rule Info Rule Conditions Rule Results Rule Order Rule Templates
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© Copyright KCI22 Processing
Taxes on Transactions The tax determination process derives the taxes that apply to a transaction and the tax amounts charged on the transaction by evaluating the factors of the transaction according to the rules that you define. These taxability factors are: – Place - The places involved in the transaction, including the ship from and ship to locations, and the bill from and bill to locations – Party - The parties of the transaction. This can include: First party legal entities. Ship from/ship to parties; bill from/bill to parties. Tax registrations and registration statuses of each party Type or classification of a party – Product - The products transacted. This can include: Designation of physical goods or services. Type or classification of a product – Process - The kind of transaction that takes place. This can include: Procure to Pay transactions, such as purchases, prepayments, and requisitions Order to Cash transactions, such as sales, credit memos, and debit memos. Type of sale or purchase: retail goods, manufactured goods, intellectual property and re-sales.
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© Copyright KCI23 Tax
Rules Guided Flow Flows Optional Flows • Rule Code • Rule Name • Law Reference • Effective Dates • Applicable Applications • Etc. • Transaction Det. Factors • Party Det. Factors • Product Det. Factors • Condition Result will depends on the Rule Type (I.e. Determine Tax Status, the result will be a Tax Status) • Specify which order the rule conditions must be evaluated • Ability to re- use existing templates or create new ones General Rule Info Rule Conditions Rule Results Rule Order Rule Templates
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© Copyright KCI24 •
Determine Tax Regimes and Candidate Taxes • Determine Place of Supply And Tax Registration • Determine Applicable Taxes & Jurisdictions • Determine Tax Status for each applicable Tax • Determine Taxable Basis • Evaluate Thresholds • Determine Tax Rate • Evaluate Exemptions and Exceptions • Evaluate Thresholds • Calculate Tax • Evaluate Thresholds • Perform Rounding Tax Applicability Tax Status Tax Rate Taxable Basis Tax Calculation Tax Determination Service Flow
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© Copyright KCI25 ProcessProcess
ProductProduct PartyParty PlacePlace Determining Factors = 4P’sDetermining Factors = 4P’s TaxTax ContentContent Determining Factors
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© Copyright KCI26 Example
of US Sales Tax in 12.0 Tax Regime Tax Tax Status Tax Rate Operating Unit Tax Accounts Regime Tax Jurisdiction Status Rate Account US Sales Tax State Sales Tax California State Sales Tax Standard 7.25% 01.005.004.033 US Sales Tax County Sales Tax San Mateo County Sales Tax Standard 1.0% 01.005.004.033 US Sales Tax City Sales Tax Belmont City Sales Tax Standard 0% 01.005.004.033 Tax Jurisdiction Flows Optional Flows
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© Copyright KCI27 Example
of UK VAT Tax in 12.0 Flows Optional Flows Tax Regime Tax Tax Status Tax Rate Regime Tax Jurisdiction Status Rate Recovery UK VAT UK VAT UK VAT Standard 17.5% 100% UK VAT UK VAT UK VAT Reduced 8.0% 100% UK VAT UK VAT UK VAT Zero Rated 00% UK VAT UK VAT UK VAT Exempt 00% Tax Jurisdiction Operating Unit Tax Accounts Recovery Rate
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© Copyright KCI28 Tax
Reporting Types Use tax reporting types to capture additional tax information on transactions for your tax reports. You can use tax reporting types for your internal reporting needs and to fulfill country-specific reporting requirements A tax reporting type identifies a specific unit of information, such as a date or a text comment, to associate with a specific tax usage, such as a fiscal classification or tax jurisdiction. You can also create a group of tax reporting codes for a tax reporting type, to provide additional granularity for tax reporting. You can add tax reporting codes to a tax reporting type at any time A tax reporting type region appears on the corresponding page of each E-Business Tax entity that you associate with tax reporting types. If applicable, the selection is limited o the tax reporting types associated with the corresponding tax regime and associated entities.
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© Copyright KCI29 Tax
Zones Use tax zones to group existing geographical regions that share the same tax requirement. You can use tax zones with tax regimes, to identify tax requirements for a special geographic area and to create parent tax regimes that represent a related grouping of geographic regions for tax reporting purposes. You can also use tax zones with tax rules, to create tax rules that refer to a specific geographic location The use of tax zones is optional and depends on your overall tax setup planning. For example, if a separate economic community exists in part of a country only, you can either set up a tax zone and corresponding tax regime for the applicable geographic area, or set up a country tax regime and use applicability rules to exclude the parts of the country where the tax requirement does not apply
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© Copyright KCI30 Integration
and Extensions Confirm Interfacing systems to/from process Confirm Metrics / KPIs Identify Any Dependencies / Barriers to Implementation
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© Copyright KCI31 Third
Party Service Subscriptions External Service Providers – Taxware – Vertex Prerequisites – Before you can set up service subscriptions, you may need to complete one or more of these tasks: – Set up tax regimes. (mandatory) – Set up party tax profiles. (mandatory) – Set up configuration options. (mandatory)
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© Copyright KCI32 Tax
Simulator E-Business tax comes with a Simulator that allows you to enter transactions in order to simulate the tax determination process without creating live data. The Oracle Tax Simulator lets you preview the workings of your tax configuration before you enter transactions in an application, such as the Payables or Receivables workbench. In this way a tax manager or implementation consultant can simulate transactions to test the entire tax and related configuration. The Oracle Tax Simulator provides immediate verification that the tax configuration and tax rules were created and applied according to your requirements
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© Copyright KCI33 Noteworthy
Points – Legal Entity and Ship to – Legal Entity is required on all transactions and receipts Defaulted from transaction type, batch source, organization Credit memos default legal entity from target transaction Adjustments assume legal entity from target transactions Receipts default legal entity from remittance bank account – Ship to customer and address information can now be recorded at the line- level Ship to is now an optional grouping rule for transactions A transaction can have multiple ship-to addresses
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© Copyright KCI34 E-Business
Tax Design Consideration How many different Tax Authorities per legal entity are required? Are there multiple Tax Regimes per Tax Authority? For example City Tax and State Tax governed by State Authority Do you have multiple tax codes, and taxing methods? For example percentage, compound taxes, deferred taxes What are the different tax jurisdictions under the Tax Authorities? What are the different supply points, and Tax Registrations? What is the frequency of change for Tax Rates? Are the Tax rates changes done manually? Do you require Tax content to be loaded on regular basis ? What is the frequency of the Tax Rates upload? Do you recover Tax at the time of Invoicing or Deferred? If you use Deferred Taxes, what is interim tax account to be used for Deferred Taxes?
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© Copyright KCI35 E-Business
Tax Design Consideration Do you Transactions with inclusive Tax? Do you allow customer tax exemptions? Do you have Product Tax exceptions? Do you have Taxes that apply to Multiple Jurisdictions? What are the different types of Offset taxes and its recovery rates? What are the Tax Accounts to be used for the following? – Payables Tax Expense – Tax Recoverable/Liability – Interim Tax – Finance Charge Tax Liability (An account that records tax amounts on finance charges that are used as a deduction against overall tax liability) – Non- Recoverable tax Accounts (Accounts that record tax amounts on earned and unearned discounts and adjustments that you cannot claim as a deduction against tax liability)
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© Copyright KCI36 E-Business
Tax Design Consideration What tool will be used for compiling and filing Sales Tax Returns? For example, Oracle Reports, Vertex or third party software Are the customer address streamlined with the Tax Software's? For example in US the Address Validation for customer address must meet the State, County, City and Zip Code + 4 for correct determination of Tax Rates
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© Copyright KCI37 E-Business
Tax APPENDIX
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© Copyright KCI38 AR
Changes – System Options
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© Copyright KCI39 AR
Changes – Transaction Types
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© Copyright KCI40 AR
Changes – Standard Memo Lines
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© Copyright KCI41 AR
Changes – Receivable Activities AR Changes – Receivable Activities
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© Copyright KCI42 AR
Changes – Transaction Lines
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© Copyright KCI43 AR
Changes – Tax Details
Editor's Notes
yes
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