E-Business Tax setup: Create Tax Authorities

Platform: R12

Create Reporting and Collecting Tax Authorities

E-Business Tax Administrator –> Home –> Task List –> External Dependencies –> Create Collecting and Reporting Tax Authorities

Click on the ‘Go to Task’ icon.

Legal Authorities

If you have not yet defined a Legal Authority while doing GL setup (in the Legal Entity Configurator Module), you may do so now by clicking on ‘Create’.

Create Legal Authority

Click on ‘Save and Add Details’.

Legal Authority Confirmation

You will get a confirmation message that the Legal Authority has been created.

You can go to the ‘Contact Information’ tab to add contacts and addresses.

Note:

You may also create the Legal Authority as follows:

Legal Entity Manager –> Setup –> Legal Authorities

Legal Entity Configurator - Legal Authorities

Click on ‘Create’ and proceed as already explained.

You can query and search for the Legal Authority.

Legal Authority Search

Note that you can add legislative categories if required. Click on the ‘View Details’ icon.

Legal Authority

Click on ‘Update’.

Update Legal Authority

Click on ‘Add Legislative Category’.

Add Legislative Category

The ‘Search and Select: Add Legislative Category’ window is opened. Click on Go. Check the appropriate categories and click on ‘Select’.

Note: When you set up a Legal Authority, set its Legislative Category to ‘Transaction Tax’.

Refer to Document ‘Legislative Categories’ (Document to follow).

Updated Legal Authority

Click on ‘Apply’.

Shameem Bauccha

1 July 2009

Shameem Bauccha

1 July 2009

E-Business Tax Setup: Create First PartyLegal Entity and Establishment

Platform: R12

Create First Party: Legal Entity and Establishments

This is a required step if you want to use E-Business Tax. If you are using General Ledger, then you will have already defined the Legal Entity and Establishment.

Refer to the following documents:

-          Accounting Setup Manager

-          Legal Entity and Establishment

You need to define the following:

-          Legal Entity

-          Legal Establishments for the Legal Entity

Note that Legal Establishments are setup under a parent Legal Entity.

Click on the ‘Go to Task’ icon. Alternatively you may also navigate as follows:

Legal Entity Manager –> Legal Entity Configurator

Legal Entity Configurator Homepage

First Party: Legal Establishment

Setup a Legal Establishment for each office, warehouse, centre etc. which requires registration with a tax authority for one or more taxes. You can setup Party Tax Profiles for each Legal Establishment.

First Party Legal Entity and Establishment

Set the following for each Legal Establishment:

-          Party Tax Profiles

-          Tax Registrations

Establishment

Also setup your Operating Unit.

See Document ‘Operating Unit’ (Document to follow).

Shameem Bauccha

1 July 2009