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How To Setup a Tax Exemption for Customers in R12 E-Business Tax (Doc ID 1389965.1)

Last updated on JUNE 21, 2023

Applies to:

Oracle Receivables - Version 12.0.0 and later
Oracle E-Business Tax - Version 12.0.0 and later
Oracle Order Management - Version 12.0.0 and later
Information in this document applies to any platform.

Purpose

Information Center: Use E-Business Tax Release 12 and later >  Advanced Features > Note 1389965.1

This document outlines the steps for setting up a customer tax exemption in Release 12 E-Business tax. 

Note: In some countries (Canada, Europe, etc)  the best practice calls for defining an "Exempt" tax status with one or more exempt tax rate codes under the status. In these cases the "Exemption" feature discussed throughout this note is not used and instead tax rules are defined to determine when or if the "Exempt" status and rate are applied to a transaction.



Scope

Explanation of steps required to create a tax exemption for a customer or customer site in release 12 E-Business Tax.

This Document does not address tax exceptions.  Tax exceptions let you define a special rate for specific products but for all customers while exemptions are more specifically applied to an individual customer.  Refer to the Tax Implementation Guide for more on Tax Exceptions.

Details

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In this Document
Purpose
 Information Center: Use E-Business Tax Release 12 and later >  Advanced Features > Note 1389965.1
Scope
Details
 1) Setting Up Tax Exemptions (User Guide)
 2) Sample Setup:  Entering an Exemption During Transaction Entry in Receivables and Order Management
 3) Sample Setup: Entering an Exemption on the Customer (Party) Tax Profile
 4) Important Consideration if You Purchase a Monthly Tax Rate File
 5) Partner Tax Exemption Setup
 6) Troubleshooting
References

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