ebiz tax br100
TRANSCRIPT
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Approvals:
Phil Pursglove
Steve England
FINANCEBR.100 Application SetupCornwall Council
eBusiness Tax Setup
Version 0.1 Draft
Abhishek ai
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Document Control
Chan e Recor!
"ERSI#N DA$E C%AN&ES
0.1 01"0#"!011 $nitial draft
Revie'ers
NA(E DA$E SI&NA$)RE
Phil Pursglove
Distri*ution
NA(E +#CA$I#N AC$I#N INF#
Relate! Documentation
A)$%#R D#C)(EN$
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Contents
Document Control.............................................................................2
Contents........................................................................................... 4
Setup eB-Tax: Profile Options..........................................................5
Setup eB-Tax: Define Tax Regimes...................................................
Setup eB-Tax: Define Taxes..............................................................!
Setup eB-Tax: Define Tax Status....................................................""
Setup eB-Tax: Define Tax #uris$ictions..........................................."
Setup eB-Tax: Tax Reco%er& Rates................................................."'
Setup eB-Tax: Tax Rates................................................................."!Setup eB-Tax: Define Configuration O(ner Tax Options.................2)
Setup eB-Tax: *p$ate +egal ,sta lis ment Part& Tax Profile........./5
Setup eB-Tax: *p$ate Operating *nit Part& Tax Profile................../
Setup eB-Tax: Pro$uct Classifications............................................./'
Setup eB-Tax: Tax 0ormula............................................................./)
Setup eB-Tax: Tra$ing Communit& Classification 1 not set up in3ol$ ............................................................................................... 4
Setup eB-Tax: Part& Classification - not set up in 3ol$ .................42
Setup eB-Tax: Out of Scope Classification for Suppliers - not set upin 3ol$ ........................................................................................... 4/
Setup eB-Tax: Set Tax Rule Defaults..............................................44
Setup eB-Tax Relate$ Personalisations...........................................4
Setup eB-Tax: Set Tax Rules not set up &et 1 )t #une 2 "" 1 S-#R........................................................................................................4'
Setup eB-Tax: Default t e Parameters to 67es8 for 0inancial TaxRegister - not set up in 3ol$ .........................................................4!
Open an$ Close$ 9ssues..................................................................5
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Setup eB,$a-: ro/ile #ptions
S stem A!ministrator: ro/ile S stem
Form
Name S stem ro/ile "alues
'orn(all 'oun)il Pro)ess*eBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*'ontrol ,u-ber/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*Steve England
Description: 8se this for- to setup profiles.
2 ro/ile S stem "alues
ro/ile #ptions
ro/ile #ption Name Site +eveleBTax* Allo( Ad 2o) Tax 'hanges 9eseBTax* Allo( 4anual Tax 5ines 9eseBTax* Allo( 7verride of 'usto-er Exe-ptions 9eseBTax* Allo( 7verride of Tax 'lassifi)ation 'ode 9eseBTax* Allo( 7ve rr ide o f Tax e)ove r ate 9es
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Setup eB,$a-: De/ine $a- Re imes
$a- (ana ers $a- Con/i uration $a- Re imes
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*'744"#00!;1!0%"B+01:"00#
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up a Tax egi-e
2$a- Re ime
Countr 3 )nite! 4in !om
$a- Re ime Co!e
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art $ pe +irst Part 5egal Entit E//ective From 01"01"!000A!!ress ,e( 'ount 2all3 Tre e( oad3
Truro3 '7 ,?A553 T 1 #A9E//ective $o
Countr Name 8nited =ingdo- Service Su*scriptionsCon/i uration /or $a-es an! Rules 'o--on 'onfiguration (ith Part&
O%erri$es
arties:
art Name 'orn(all irport +imite$ Con/i uration /or ro!uct 'o--on 'onfigurationart $ pe +irst Part 5egal Entit E//ective From 01"01"!000
A!!ress St 4a(gan 2ouse3 St 4a(gan3,e(@ua 3 'orn(all T ; %
E//ective $o
Countr Name 8nited =ingdo- Service Su*scriptionsCon/i uration /or $a-es an! Rules 'o--on 'onfiguration (ith Part&
O%erri$es
arties:
art Name 'orn(all Develop-ent 'o-pan Con/i uration /or ro!uct 'o--on 'onfigurationart $ pe +irst Part 5egal Entit E//ective From 01"01"!000
A!!ress P dar 2ouse3 P dar Street3 TruroT 1 1EA
E//ective $o
Countr Name 8nited =ingdo- Service Su*scriptionsCon/i uration /or $a-es an! Rules 'o--on 'onfiguration (ith Part&
O%erri$es
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Setup eB,$a-: De/ine $a-es
$a- (ana ers $a- Con/i uration $a-es
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up Taxes
2$a-es
$a-:
$a- Re ime Co!e
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2$a-es
$a-:
$a- Re ime Co!e
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E//ective From
H Enter re)over rate )ode after )reation of e)over ates. 'he)k I4ake Tax Available for Transa)tionsJ )he)kbox after )reation of Tax ules.
This )an onl be done (hen the tax start date is )urrent.
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Setup eB,$a-: De/ine $a- Status
$a- (ana ers $a- Con/i uration $a- Status
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up Tax Status
2$a- Status
$a- Co!e 3 &B E) S$ANDARD
$a- Re ime Co!e
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1!
2$a- Status
$a- Co!e 3 &B E) S$ANDARD #FFSE$
$a- Re ime Co!e
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1#
2$a- Status
$a- Co!e 3 &B E) 8ER# #FFSE$
$a- Re ime Co!e
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1%
Allo' $a- E-ceptions 9
$a- Rate De/aults:De/ault Recover Settlement $--ediate
2$a- Status
$a- Status 3 &B 8ER#
$a- Re ime Co!e
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2$a- Status
$a- Co!e 3 &B #)$ #F SC# E
$a- Re ime Co!e
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1:
Setup eB,$a-: De/ine $a- 5uris!ictions
$a- (ana ers $a- Con/i uration $a- 5uris!ictions
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up Tax Kurisdi)tions
$a- Co!e
$a- 5uris!iction Co!e
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1>
Setup eB,$a-: $a- Recover Rates
$a- (ana ers $a- Con/i uration $a- Recover Rates
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up Tax e)over ates
2$a- Recover Rate &B 100 Recover
$a- Co!e
$a- Re ime Co!e:
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Setup eB,$a-: $a- Rates
$a- (ana ers $a- Con/i uration $a- Rates
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up Tax ates
2$a- Rate
$a- Rate Co!e 3 &B S$ANDARD
$a- Re ime Co!e:
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Inclusive $a- +ines
$a- Accounts:+e! er '7 ,?A55 Pri-ar 5edger #peratin )nit '7 ,?A55 7perating 8nit$a- Recovera*le6+ia*ilit 10.000000.B#%01.0.0.0.0
2$a- Rate
$a- Rate Co!e 3 &B RED)CED
$a- Re ime Co!e:
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!0
$a- Rate Co!e 3 &B 8ER#
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$a- Re ime Co!e:
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!!
Reportin Co!e: Description:
Recover Rate Details:De/ault Recover Rate Co!e:
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!#
Allo' #verri!e an! Entr o/Inclusive $a- +ines
9
$a- Accounts:+e! er '7 ,?A55 Pri-ar 5edger #peratin )nit '7 ,?A55 7perating 8nit$a- Recovera*le6+ia*ilit 10.000000.B#%01.0.0.0.0
2$a- Rate
$a- Rate Co!e 3 &B E) Stan!ar! #//set
$a- Re ime Co!e:
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!%
$a- Rate Co!e 3 &B E) Stan!ar! #//set
Inclusive $a- +ines
$a- Accounts:
$a- Recovera*le6+ia*ilit 10.000000.B#%01.0.0.0.0
2$a- Rate
$a- Rate Co!e 3 &B E) 8ero #//set
$a- Re ime Co!e:
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$a- Rate Co!e 3 &B E) 8ero #//set
Allo' $a- Inclusion: Standard ,on $n)lusive 2andling A! ustment /or A! %oc Amounts $a-a*le BasisAllo' #verri!e an! Entr o/Inclusive $a- +ines
$a- Accounts:
$a- Recovera*le6+ia*ilit 10.000000.B#%01.0.0.0.0
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!:
2$a- Rate
$a- Rate Co!e 3 &B E) Stan!ar!
$a- Re ime Co!e:
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$a- Rate Co!e 3 &B E) 8ero
$a- Re ime Co!e:
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&+ co!es /or other entities are
Corn'all Airport#1.000000.B#%01.0.0.0.0
Corn'all Development Compan #!.000000.B#%01.0.0.0.0
Corn'all Inshore Fisheries !!.000000.B#%01.0.0.0.0
$amar Bri! e !0.000000.B#%01.0.0.0.0
Corn'all ension Fun! !1.000000.B#%01.0.0.0.0
Cormac Solutions #:.000000.B#%01.0.0.0.0
Cormac Contractin #>.000000.B#%01.0.0.0.0
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!F
Setup eB,$a-: De/ine Con/i uration #'ner $a- #ptions
$a- (ana ers De/aults ; Controls Con/i uration #'ner $a- #ptions
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up 'onfiguration 7(ner Tax 7ptions
$his set up shoul! *e complete! /or each +e al Entit
2 Con/i uration #'ner $a- #ptions Stan!ar! Invoices
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-pan " 'or-a) Solutions" 'or-a) 'ontra)tingApplication Name: Pa ablesEvent Class: Standard $nvoi)esE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Ship +ro- Part Site Roun!in re/erence :#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or 9 Allo' Entr o/ (anual $a- +ines 9En/orce $a- From Re/erence Allo' Recalculation /or (anual $a- 9En/orce $a- From Account 9 Allo' #verri!e /or Calculate! $a- 9Allo' #//set $a- Calculation 9 $a- +ine #verri!e Impacts #ther $a- 9#//set $a- Basis: Ship +ro- Part Site Allo' #verri!e an! Entr o/ Inclusive 9
$a- $olerance:$olerance ercenta e:$olerance Ran e Amount:
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2 Con/i uration #'ner $a- #ptions Invoice
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-panApplication Name: e)eivablesEvent Class: $nvoi)eE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Bill To Part Site Roun!in re/erence :
#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or Allo' Entr o/ (anual $a- +ines 9En/orce $a- From Re/erence Allo' Recalculation /or (anual $a- 9En/orce $a- From Account 9 Allo' #verri!e /or Calculate! $a- 9Allo' #//set $a- Calculation $a- +ine #verri!e Impacts #ther $a- 9#//set $a- Basis: Bill To Part Allo' #verri!e an! Entr o/ Inclusive 9
$a- $olerance:$olerance ercenta e:$olerance Ran e Amount:
2 Con/i uration #'ner $a- #ptions De*it (emo
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-panApplication Name: e)eivablesEvent Class: Debit 4e-oE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Bill To Part Site Roun!in re/erence :
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#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or Allo' Entr o/ (anual $a- +ines 9En/orce $a- From Re/erence Allo' Recalculation /or (anual $a- 9En/orce $a- From Account 9 Allo' #verri!e /or Calculate! $a- 9Allo' #//set $a- Calculation $a- +ine #verri!e Impacts #ther $a- 9#//set $a- Basis: Bill To Part Allo' #verri!e an! Entr o/ Inclusive 9
2 Con/i uration #'ner $a- #ptions Cre!it (emo
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-panApplication Name: e)eivables
Event Class: 'redit 4e-oE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Bill To Part Site Roun!in re/erence :
#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or Allo' Entr o/ (anual $a- +ines 9En/orce $a- From Re/erence Allo' Recalculation /or (anual $a- 9En/orce $a- From Account 9 Allo' #verri!e /or Calculate! $a- 9Allo' #//set $a- Calculation $a- +ine #verri!e Impacts #ther $a- 9#//set $a- Basis: Bill To Part Allo' #verri!e an! Entr o/ Inclusive 9
2 Con/i uration #'ner $a- #ptions Re?uisition
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-panApplication Name: Pur)hasingEvent Class: e@uisitionE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Ship +ro- Part Site Roun!in re/erence
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#!
Roun!in re/erence >: Ship To Part Site
#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or Allo' Entr o/ (anual $a- +inesEn/orce $a- From Re/erence Allo' Recalculation /or (anual $a-En/orce $a- From Account Allo' #verri!e /or Calculate! $a-Allo' #//set $a- Calculation $a- +ine #verri!e Impacts #ther $a-#//set $a- Basis: Ship +ro- Part Site Allo' #verri!e an! Entr o/ Inclusive
2 Con/i uration #'ner $a- #ptions Release
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-panApplication Name: Pur)hasingEvent Class: eleaseE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Ship +ro- Part Site Roun!in re/erence : Ship To Part Site
#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or Allo' Entr o/ (anual $a- +inesEn/orce $a- From Re/erence Allo' Recalculation /or (anual $a-En/orce $a- From Account Allo' #verri!e /or Calculate! $a-Allo' #//set $a- Calculation $a- +ine #verri!e Impacts #ther $a-#//set $a- Basis: Ship +ro- Part Site Allo' #verri!e an! Entr o/ Inclusive
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2 Con/i uration #'ner $a- #ptions urchase #r!er an! A reement
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-panApplication Name: Pur)hasingEvent Class: Pur)hase 7rder and Agree-entE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Ship +ro- Part Site Roun!in re/erence : Ship To Part Site
#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or Allo' Entr o/ (anual $a- +inesEn/orce $a- From Re/erence Allo' Recalculation /or (anual $a-En/orce $a- From Account Allo' #verri!e /or Calculate! $a-Allo' #//set $a- Calculation $a- +ine #verri!e Impacts #ther $a-#//set $a- Basis: Ship +ro- Part Site Allo' #verri!e an! Entr o/ Inclusive
$a- $olerance:$olerance ercenta e:$olerance Ran e Amount:
2 Con/i uration #'ner $a- #ptions repa ment Invoices
Con/i uration #'ner $a- #ptions
Con/i uration #'ner: 'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent 'o-pan
Application Name: Pa ablesEvent Class: Prepa -ent $nvoi)esE//ective From: 01"01"!000
Roun!in rece!ence %ierarch :Roun!in re/erence 1: Ship +ro- Part Site Roun!in re/erence :
#thers:Re ime Determination Set: Deter-ine Appli)able egi-es Allo' $a- Applica*ilit : 9
er/orm A!!itional Applica*ilit /or 9 Allo' Entr o/ (anual $a- +ines 9En/orce $a- From Re/erence 9 Allo' Recalculation /or (anual $a- 9
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#%
En/orce $a- From Account 9 Allo' #verri!e /or Calculate! $a- 9Allo' #//set $a- Calculation 9 $a- +ine #verri!e Impacts #ther $a- 9#//set $a- Basis: Ship +ro- Part Site Allo' #verri!e an! Entr o/ Inclusive 9
$a- $olerance:$olerance ercenta e:$olerance Ran e Amount:
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Setup eB,$a-: )p!ate +e al Esta*lishment art $a- ro/ile
$a- (ana ers arties art $a- ro/iles Search First art +e al Esta*lishment
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to update the part tax profile for +irst Part 5egal Establish-ent I'orn(all 'oun)ilJ.
'onfir- for ea)h 5egal entit that the 'ofigurations options have been )reated properl
art $ pe +irst Part 5egal Entit
art Name'orn(all 'oun)il " 'orn(all Airport " 'orn(all Develop-ent'o-pan " 'or-a) Solutions"'or-a) 'ontra)ting
'li)k on the Button
'li)k on the $)on
'li)k on 'onfiguration 7ptions tab
Should look 5ike*
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#:
Setup eB,$a-: )p!ate #peratin )nit art $a- ro/ile
$a- (ana ers arties art $a- ro/iles Search #peratin )nit
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to update the part tax profile for the 'orn(all 'oun)il 7perating 8nits.
2 Create $a- ro/ile /or #peratin )nit
$his set up shoul! *e complete! /or each #peratin )nit
Con/i uration #ptions
(ain In/ormation:)se Su*scription o/ +e al entit 9es
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Setup eB,$a-: ro!uct Classi/ications
$a- (ana ers ro!ucts ro!uct Classi/ications
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up fis)al )lassifi)ations
2 ro!uct Fiscal Classi/ication $ pe: Create
Set up not re?uire! * Corn'all
ro!uct Fiscal Classi/ication $ pe
Inventor Cate or Set Inventor+evelsT pe
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2 ro!uct Fiscal Classi/ication $ pe Co!e: ro!uct Cate or )p!ate create
Create Fiscal Classi/ication Co!e
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#F
Setup eB,$a-: $a- Formula
$a- (ana ers A!vance! Setup #ptions $a- Formula
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area* +inan)ials
Date*
'ontrol ,u-ber* /
Priorit 23 43 56* Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to set up tax for-ula.
2 Create $a- Formula
Con/i uration #'ner
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%0
Setup eB,$a-: $ra!in Communit Classi/ication @not set up in &ol!
$ra!in Communit (ana er $ra!in Communit A!ministration Classi/ications
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to part )lassifi)ations to be used in tax rules.
2 Classi/ications
Class Cate or 7ut of S)ope Supplier
Class Cate or (eanin 7ut of S)ope Supplier
(ultiple arent Co!es ,o
arent Co!e Assi nment ,o
(ultiple Class Co!eAssi nment
,o
Select @%8 AR$IES 9es
2 Class Co!es
Class Co!e 7ut of S)ope Supplier
(eanin 7ut of S)ope Supplier
Description 7ut of S)ope Supplier
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%1
arent Class Co!e
Start Date Active 01GKanG!011
En! Date Active
Ena*le! 9es
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%!
Setup eB,$a-: art Classi/ication , @not set up in &ol!
$a- (ana ers arties art Classi/ication
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area* +inan)ials
Date*
'ontrol ,u-ber* /
Priorit 23 43 56* Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to assign Part +is)al 'lassifi)ation to suppliers.
2 Create
art Classi/ication 7ut of S)ope Supplier
+evels 1
Fiscal Classi/ication $ peCo!e
7ut of S)ope Supplier
Name 7ut of S)ope Supplier
E//ective /rom 01GKanG11
2Associate! $a- Re imes
Re ime Co!e
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8/13/2019 Ebiz Tax Br100
43/50
%#
Setup eB,$a-: #ut o/ Scope Classi/ication /or Suppliers , @not set up in &ol!
a a*les Suppliers Entr $a- Details
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area* +inan)ials
Date*
'ontrol ,u-ber* /
Priorit 23 43 56* Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to assign Part +is)al 'lassifi)ation to suppliers.
2 Fin! Supplier #ne o// a ments
Associate! Fiscal Classi/ications
Fiscal Classi/ication $ pe 7ut of S)ope Supplier
Fiscal Classi/ication Co!e 7ut of S)ope Supplier
Fiscal Classi/icationName
7ut of S)ope Supplier
E//ective From 01GKanG!011
E//ective $o
-
8/13/2019 Ebiz Tax Br100
44/50
%%
Setup eB,$a-: Set $a- Rule De/aults
$a- (ana ers $a- Con/i uration $a- Rules Set De/ault
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area* +inan)ials
Date*
'ontrol ,u-ber* /
Priorit 23 43 56* Priorit 23 43 56/
Pro)ess 7(ner*
Description: 8se this for- to setup tax rule defaults.
2 $a- Rules , De/aults
$a- De/aults
Con/i uration #'ner:
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8/13/2019 Ebiz Tax Br100
45/50
%&
$f ou get the error I9ou )annot sele)t Allo( Pri-ar e)over ate Deter-ination ulesLJ and"or I9ou )annot sele)t Allo( Se)ondar e)over ate Deter-inationulesLJ3 then un)he)k the )orresponding )he)kboxes 8nder Tax e)over 'ontrols3 IAllo( Pri-ar e)over ate Deter-ination ulesJ and"or IAllo( Se)ondare)over ate Deter-ination ulesJ.
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8/13/2019 Ebiz Tax Br100
46/50
%:
Setup eB,$a- Relate! ersonalisations
Receiva*les $ransactions $ransactions %elp Dia nostics Custom Co!e ersonali e
Not set up /or Corn'all
-
8/13/2019 Ebiz Tax Br100
47/50
%>
Setup eB,$a-: Set $a- Rules @not set up et th 5une =011 S,5R
$a- (ana ers A!vance! Setup #ptions $a- Determinin Factor Sets $a- (ana ers A!vance! Setup #ptions $a- Con!ition Sets $a- (ana ers $a- Con/i uration $a- Rules
'orn(all 'oun)il Pro)ess*EBusiness Tax
Business Area*+inan)ials
Date*
'ontrol ,u-ber*/
Priorit 23 43 56*Priorit 23 43 56/
Pro)ess 7(ner*
Description: See the atta)hed spreadsheet for this )onfiguration.
All ta- !eterminin /actors con!ition sets an! rules are containe! in the em*e!!e! sprea!sheet
B0.5" *; eB-TaxDraft " .xls
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8/13/2019 Ebiz Tax Br100
48/50
%;
Setup eB,$a-: De/ault the arameters to 7esG /or Financial $a- Re ister , @not set up in &ol!
Application Developer Concurrent ro ram
Tax Pro)ess*'o--on +inan)ials
Business Area* eBusiness Tax
Date*
'ontrol ,u-ber* /
Priorit 23 43 56* Priorit 23 43 56/
Pro)ess 7(ner*
Description: This for- is used to -ake the )hanges to the )on)urrent progra- and its para-eters.
Huer /or the pro ram Financial $a- Re isterG an! clic on arametersG Button an! ma e the *elo' chan es.
Not set up in Dev
Se? arameter Description De/ault $ peDe/ault "alue
#10 $n)lude Standard $nvoi)es $n)lude Standard $nvoi)es 'onstant 9es
#!0 $n)lude Debit 4e-os $n)lude Debit 4e-os 'onstant 9es
##0 $n)lude 'redit 4e-os $n)lude 'redit 4e-os 'onstant 9es
#%0 $n)lude Prepa -ents $n)lude Prepa -ents 'onstant 9es
#&0 $n)lude 4ixed $nvoi)es $n)lude 4ixed $nvoi)es 'onstant 9es
#:0 $n)lude Expense eports $n)lude Expense eports 'onstant 9es
#>0 $n)lude $nvoi)es $n)lude $nvoi)es 'onstant 9es
#;0 $n)lude Appli)ations $n)lude Appli)ations 'onstant 9es
#F0 $n)lude AdCust-ents $n)lude AdCust-ents 'onstant 9es
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8/13/2019 Ebiz Tax Br100
49/50
%F
%00 $n)lude 4is)ellaneous re)eipts $n)lude 4is)ellaneous re)eipts 'onstant 9es
%10 $n)lude Bills e)eivables $n)lude Bills e)eivables 'onstant 9es
Save the recor!.
-
8/13/2019 Ebiz Tax Br100
50/50
#pen an! Close! Issues
#pen Issues
No. Issue Resolution Responsi*ilit $ar et Date Impact Date
1
!
Close! Issues
No. Issue Resolution Responsi*ilit $ar et Date ImpactDate
1
!