Vertex

I have few questions:

1. Can we use different tax engines for different Operating Units? For Ex: US - Vertex,
Germany - EBTax etc.
2. If we go with EBTax and not use Vertex, Do we have seeded reports for Tax Returns like we
have in Vertex?
3. Can we pick Rates and Reports only from Vertex and have the transactional data in
EBTax?
4. How to integrate Transactional data with Vertex for Vertex reports?
5. Do any one have BR100 or RD 050 for Vertex and EBTax integration for R12?
1. In Vertex integration if you are using just rates file integration -- then you are using EBtax
as your tax engine.
If you are using full integration then EBtax works as a routing tool and all transactions will
go to Vertex, calculate taxes and get the tax amount back to Oracle.

Please check which one you are referring to.

2. EB tax has few reports like following:

US Sales Tax report -- By state, city and county
Financial Tax Register
Tax Register
Tax exempt customer report -- based on exemption certificates

Few more: Tax Received report, Tax Reconciliation by Taxable account report etc.

We used above reports for remitting tax amounts and as supporting docs. These reports are
XML publisher reports. You can customize the report layouts.

3. Unless you have a full integration, you may not get reports from Vertex.... please check
with vertex about the reports they can provide.

4. Please check with Vertex.

5. How Do We Load Tax Data From Taxware/Vertex Into Oracle? [ID 461084.1]

Before loading the file you have to define the Tax Regime and select the regime in the
parameters

1) Please get datafile from tax partners (Vertex or Taxware) in R12 format .
2) Copy datafile to a Linux or Unix directory. Filename - *.dat. Please note that loading the
datafile into interface table is a part of the Request Set and will not need to be done
manually.
3) Click "Tax Managers" resp
4) Click "Schedule Request Set" link under "Requests"
5) Select "E-Business US Sales and Use Tax Import Program" from the "Request
SetName" LOV
6) In the first stage,
a) Enter "File Location and Name" parameter (directory in which partner datafile has been
placed, filename could
be *.dat) e.g. "/home/user/zx/TMD2.dat" ,
b) select "2" (for Taxware) or "1" (for Vertex) for the "Tax Content Source" parameter,
c) and select a Tax Regime Code (new or migrated) for "Tax Content Source Tax Regime
Code" parameter.
7) Click "Next" twice to submit the request.
8) Check the status of programs
9) After completion, data will be loaded into TCA Geography model and EBTax entities - Tax,
Status, Rates,
Jurisdictions.

Download the tax file from Vertex website.

Upload the file to your instance. (Place the file in required directory)

Submit import copncurrent program, which in turn treigger 10 programs and process to load
data in ebusiness tax ZX tables.

in order to use Vertex with EBTax. There is some very basic setup required in EBTax
(creating a tax regime and three taxes, STATE, COUNTY and CITY) but then most of the
rest of the setup is running scripts from Vertex to load tax rates, etc. into the EBTax tables.

For Vertex to Ebtax Integration a few Client Extension has to be done on the Vertex side.
Vertex Consulting always takes care of the Ebtax Configuration.

Integration Details Created to meet Oracle standards for software development, the Vertex O
Series Tax Links 6.0 facilitates communication between Oracle E-Business Suite Release 12.1 and
Vertex O Series products. The Tax Links are composed of related database and application
objects that represent several layers of functionality between Oracle E-Business Suite Release
12.1 and the Vertex O Series tax calculation engine. Once the Tax Link has been registered and
plugged in as the tax
 service for integration with Oracle E-Business Suite Release 12.1, the Tax Link takes the
information passed from Oracle E-Business Suite Release 12.1 and maps it to the appropriate
Vertex O Series parameters for processing by the O Series tax calculation or Tax Area ID
services. The result is returned to Oracle E-Business Suite Release 12.1. Vertex Tax Links allows
Oracle E-Business Suite Release 12.1 to use Vertex O Series software to:

The integrations with Vertex Q-Series and Taxware Sales/Use Tax System are supported by
Oracle for US state and local sales taxes only within the order-to-cash business flows.

Vertex uses the term geocode for tax jurisdiction codes.

The geocode is an internal code that is understood by the Vertex integration. The
geocode is a nine-digit numeric code that is composed of a two-digit state code,
 followed by a three-digit county code, followed by a four-digit code to identify a tax
jurisdiction within a city. For example: 12-345-6789.

The Vertex integration uses the Vertex GeoCoder API to retrieve the geocode for a ship-
to customer address, if a geocode is not available on the customer address and cannot
be retrieved from the E-Business Tax jurisdiction setup. If the GeoCoder API cannot find
a geocode, an error is raised.

Each month tax service providers send an updated version of their data file.
You need to upload the data file into both the tax service provider system and the E-
Business Tax system. This will ensure that E-Business Tax has the latest information for
address validation and tax jurisdiction code/geocode retrieval during tax calculation.

Below are steps needed to be followed for loading Tax Information into Oracle Apps R12.

1) Get data file from tax partners (Vertex or Tax ware) in R12 format.
2) Copy file to a Linux or Unix directory. Filename - *.dat. Please note that loading the data file into interface table is a
part of the Request Set and will not need to be done manually.
3) Click "Tax Managers" responsibility
4) Click "Schedule Request Set" link under "Requests"
5) Select "E-Business US Sales and Use Tax Import Program" from the "Request Set Name" LOV
In the first stage,
a) Enter "File Location and Name" parameter (directory in which partner data file has been placed, filename could be
*.dat) e.g. "/home/user/zx/TMD2.dat" ,
b) select "2" (for Tax ware) or "1" (for Vertex) for the "Tax Content Source" parameter
c) select a Tax Regime Code (new or migrated) for "Tax Content Source Tax Regime Code" parameter.
Click "Next" twice to submit the request.
6) Check the status of programs
7) After completion, data will be loaded into TCA Geography model and Ebiz Tax entities - Tax, Status, Rates, and
Jurisdictions.

Below Metalink notes on R12-Ebusiness tax functionality, may be helpful for fulfilling your
requirements. Also find the attached Tax API list for Receivable module. Using E-business tax, we can
calculate tax other than US also, example see the Metalink note: 577996.1 for implementing e-
business tax for Canada.

 Note: 577996.1 - Release 12: Integrating E-Business Tax with Oracle Receivables and Payables for Country CANADA.
 Note 461084.1 - How Do We Load Tax Data From Taxware/Vertex Into Oracle
 Note 550569.1 - R12 Vertex Data - How to integrate
 R12 E-Bus Tax Partner Integration; Troubleshooting Tax Default Inconsistencies on Sales Orders Specific to Subscriptions of
Service Providers [ID 471813.1]
 Note: 566131.1 - Release 12: Vertex/Taxware - Critical Patch For Vendor Data Load.
 Using Taxware and Troubleshooting the Integration with R12 E-Business Tax (EBTax) [ID 806575.1].
 WHITE PAPER : How to Load a custom rate file in R12 E-Business Tax
 How Do I Upload Tax Data For Transactions to Receivables From a Legacy System If Oracle Does Not
Provide An API? [ID 759708.1]
 Note 463001.1 - EBusiness Tax Seed Data

E-Business US Sales and Use Tax Import Program

Use the E-Business US Sales and Use Tax Import Program to upload US sales and use
tax updates from your tax service provider. The E-Business US Sales and Use Tax
Import Program imports tax content for US sales tax rates at various jurisdiction levels.
For example, at the state, county, city, and zip code or zip code range levels. The
program also supports the import of incremental tax content.

The system loads the data into the TCA Geography model and into all related E-
Business Tax entities, including taxes, tax statuses, tax rates, tax jurisdictions, and
accounts. The data the system loads into the TCA Geography model includes master
geography data, such as state, county, city, zip or postal code, and their relationships
and hierarchy. The system also creates the geography identifiers for alternate city
names apart from the geography types and geography nodes.

To upload US sales and use tax data:

1. Copy the data file from your external service provider (Taxware, LP – A First
Data Company or Vertex, Inc.) to a Linux or UNIX directory.

Note: E-Business Tax loads the data file into the interface table as part of the
Request Set, so you do not need to load the data file manually.

2. Navigate to the Schedule Request Set page.

3. In the Request Set Name field, select E-Business US Sales and Use Tax Import
Program.
4. Select the E-Business Tax Content Upload File Load Program radio button.
5. Enter the directory where you have placed the data file and the file name (for
example, /home/user/zx/filename.dat).
6. In the Tax Content Source field, select:
o 1 - Vertex, Inc.
o 2 - Taxware, LP – A First Data Company
7. In the Tax Content Source Tax Regime Code field, select the tax regime code to
which the data should be imported.

Note: The data loaded can be shared by other tax regimes. The E-Business US
Sales and Use Tax Import Program does not load some entities, such as
geography, tax zones, and tax jurisdictions, to specific tax regimes.

8. Enter the service request schedule parameters.

9. Submit the request.