Tax Accounting - "Use Accounts From Existing Tax" (Doc ID 1423499.1)

Last updated on DECEMBER 03, 2019

Applies to:

Goal

We are using Vertex O series in Oracle R12.1.3 Oracle to load the tax rates

We have eBusiness Taxes setup to Take Accounts From Existing Tax [STATE], for Tax-type of TERRITORY, DISTRICT, APO/ FPO etc.

But, when there is no tax line for STATE, for instance for Puerto Rico/ Marshall Islands/ Guam etc the Tax Accounts remain blank.

When I get tax data for Puerto Rico, the classification of the jurisdiction of PR tax line, is Territory.

When I get tax data for Florida, the classification of the jurisdiction of FL tax line, is State.

Right now, City/ County Taxes et al, are set to derive their tax accounts from "State".

An invoice for the city of San Juan in PR, will have two tax lines - Territory, and County.

Since County is set to derive tax accounts from State, but there are no "parent" state values to derive accounts from, the accounts remain blank.

How can we get around this?

Solution

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