Tax Setup Check List

The tasks involved in setting up a tax requirement in E-Business Tax fall into three general categories:

• Setting up transaction taxes.
• Completing all of the setups and settings related to the processing of taxes on transactions.
• Setting up tax rules and defaults to manage tax processing.

This table provides a checklist of the mandatory and optional implementation steps in other applications for E-Business Tax. Some optional implementation steps may be conditionally mandatory, depending on your overall setup.

Note: You must have access to the system administrator responsibility to perform many of these tasks.

Step No.	Group	Description	Required/ Optional
1	External Dependencies	Setting Up Tax Users	Optional
2	External Dependencies	Setting Up Tax Profile Options	Optional
3	External Dependencies	Define TCA Geography Hierarchy	Optional
4	External Dependencies	Create First Party: Legal Entity and Establishments	Required
5	External Dependencies	Create Reporting and Collecting Tax Authorities	Required
6	External Dependencies	Create User Extensible Tax Lookup Codes	Optional
7	External Dependencies	Create Item Category Set and Categories	Optional
8	External Dependencies	Create Party Class Category	Optional
9	External Dependencies	Create Tax Zone Types	Optional
10	Tax Configuration	Create Tax Authorities Party Tax Profiles	Required
11	Tax Configuration	Create Tax Regimes	Required
13	Tax Configuration	Create Tax	Required
14	Tax Configuration	Create Tax Reporting Codes	Optional
15	Tax Configuration	Create Tax Status	Required
16	Tax Configuration	Create Tax Jurisdictions	Required
17	Tax Configuration	Tax Recovery Rates	Optional
18	Tax Configuration	Tax Rate	Required
19	Fiscal Classification System	Oracle Inventory Tax Setup	Optional
20	Fiscal Classification System	Create Party Classification	Optional
21	Fiscal Classification System	Create Transaction Classification	Optional
22	Fiscal Classification System	Create Transaction Business Categories	Optional
23	Fiscal Classification System	Create Document Classification	Optional
24	Fiscal Classification System	Create User Defined Transaction Classification	Optional
25		Create Country Defaults	Optional
26		Create Tax Exceptions	Optional
27		Create Tax Rules	Optional
28		Complete First Party: Legal Entity and Establishments	Optional
29	Create Party Tax Profiles	Create Party Tax Profiles for Third Parties	Optional
30	Define Tax Options	Create Configuration Owner Tax Options	Optional
31	Define Tax Options	Create Application Tax Options	Optional
32		Simulate Transactions	Optional
33		Make Tax Available on Transactions	Optional