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Table 3-3 (Cont.) Item Tax Rule Fields
| Field | Description |
|---|---|
| Diff Type | Confirm or select a Diff Type value. This field is enabled when a valid parent item has been entered in the Parent/Diff field. |
| Diff | Confirm or select a Diff value. This field is enabled when a valid parent item and diff type have been entered. |
| Item List | This field allows for entry of an Item List that exists in Merchandising. This field supports single item list entry only. |
| Rebuild List checkbox | Select whether to rebuild the item list. Depending on the type of list entered in the Item List field, users may have an option to rebuild the list prior to it being applied to the Selected Items table. |
| Upload List | The Upload List field provides users the ability to upload a previously created data file with the items they want included on the rule. Click the Browse button to select a file. The data file must be created as a comma delimited CSV file. |
5. Once all information is added, choose one of the following options.
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Click OK to add the item and close the page.
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Click OK and Add Another to add additional items.
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Click Cancel to reject all entries and close the page.
Restrictions
Restrictions are attributes added to the rule in order to apply the rule only in the case that the item or entity in the transaction has those attributes. For example, you can create a tax rule for a department and add an item level restriction with attribute X. When items within that department have tax calculated, the restriction is applied only in the case those items have the defined CFAS attribute. Items within the same department but without the CFAS attribute will not have the restriction applied.
To add restrictions to a tax rule, follow the steps below.
Note:
Only those tax rules that are in Worksheet status can be edited.
1. In the Tax Rule page, go to the Restrictions section.
2. From the Actions menu, select Add or click the Add icon. The Add Restriction pop-up appears.
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Figure 3-6 Tax Rule - Tax Calculation
Table 3-4 Tax Calculation Fields
| Field | Description |
|---|---|
| Tax Rate (Type) | Select the type of tax calculation to be configured. Options are: • Percentage: Select if taxes are to be calculated based on a percentage rate. • Per Unit: Select if taxes are to be calculated based on a fixed amount per unit of measure. |
| Tax Rate (value) | The tax rate percentage or value, depending on the Tax Rate type chosen. |
| Tax Basis | Select the value used as a base calculation to apply taxes. Options are: |
| • Both The unit cost value or unit retail value is used. • Cost The unit cost value is used. • Retail The unit retail value is used. • Non-Merchandise Codes The expenses cost value is used. | |
| Tax Basis Multiplication Factor | Enter a factor to which the tax basis is multiplied during tax calculation in order to increase or decrease the basis. This field will be defaulted to 1 when enabled. |
| Non-Merchandise Code | Select a list of all Non-Merch Codes that were selected to be used in Tax Rules Setup. |
| Predecessor Rule | If a tax rule has a predecessor rule, this field holds the predecessor rule ID. The result of the taxes calculated in the predecessor rule is added to the tax basis of the current rule in order to address Tax over Tax calculation requirements. |
| Effective Tax Rate | When a predecessor rule is selected, the effective tax rate based on the product of the rates from both rules is displayed. **Note:**The Effective Tax Rate field will only be displayed if the Tax Rate (Type) is Percentage. |
Manage Rules
Managing tax rules involves performing one or more of the following tasks:
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Searching for a tax rule
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Creating from an existing tax rule
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Editing a tax rule
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@ Done
Table 3-5 (Cont.) Tax Rule Search - Basic Search Criteria
| Field | Description |
|---|---|
| Department | Enter, select or search for the department assigned to the tax rule. |
| Note: For more info Retail Merch | rmation about searches, seeSearch Screensin the_Oracle®_ andising Do the Basics User Guide. |
2. Click Search . The tax rules that match the search criteria are displayed in the Results section.
3. Click Reset to execute the saved search.
4. Click Done to close the page.
Search for a Tax Rule through the Advanced Search Criteria
To search for a tax rule through the advanced search criteria:
1. Enter or select one or all of the following advanced search criteria. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.
Table 3-6 Tax Rule Search - Advanced Search Criteria and Description
| Fields | Description |
|---|---|
| Rule | Enter the tax rule ID. |
| Status | Select the status of the tax rule. The options are: Worksheet, Submitted, Approved, Active, Updated, and Closed. |
| Description | Enter the description of the tax rule. |
| Tax Region Destination | Enter, select or search for the tax region destination of the tax rule. |
| Start Date | Enter or select the start date of the tax rule. |
| End Date | Enter or select the end date of the tax rule. |
| Department | Enter, select or search for the department assigned to the tax rule. |
| Class | Enter, select or search for the class. |
| Created | Enter or select the date on which the tax rule was created. |
| Created By | Enter the user ID of the person that created the tax rule. |
| Item | Enter or search for the item used as the tax rule criteria. |
| Reverse / Self-Assessment Tax | Select whether the tax rule was set up with the Reverse/Self- Assessment Tax flag. Options areYesorNo. |
| Subclass | Enter, select or search for the subclass. |
| Tax Code | Select the tax code associated with the tax rule. |
| Updated | Enter or select the date on which the tax rule was updated. |
| Updated By | Enter the user ID of the person that last updated the tax rule. |
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Upload Rules x Source and Destination Process DescriptionTemplate ¥ source | BioW#e | No le selects
@ | | Uoload | | done
In this guide
- Guide: Global Tax User Guide
- Previous: 2 Global Tax Configuration