Activating extended tax configuration

To activate Extended Tax Configuration:

  1. Access the Concept Activation (tcemm4600m100) session.
  2. Click Extended Tax Configuration. The Concept Activation (tcemm4600m000) session is displayed where you must configure the data and parameters for the extended tax configuration.
  3. 3. Click Configure Tax Exempt Level to Extended. This step is a prerequisite for enabling extended tax configuration and involves:
    • Setting Tax Exempt Level to Extended in Tax Parameters session.
    • Configuring tax exemption in Tax exceptions by country / country set sessions.
    • Configuring Search Sequence Tax Library to include tax exemption libraries.
  4. Click In Preparation to set the extended tax configuration to In preparation status.
  5. Click Configure tax parameters to configure goods and service category and jurisdiction by state/province using the Tax Parameters (tctax0100m000) session.
  6. Click Configure tax parameters by country to configure goods and service category lookup sequence and jurisdiction by state/province for a specific country using the Tax Parameters by Country (tctax0101m000) session.
  7. Click Define goods and service categories to specify goods and service category as well as goods and service category mapping for every country for which tax defaulting is required using these sessions:
    • Goods and Service Categories (tctax0122m000)
    • Goods and Service Categories (tctax0122m100)
    • Goods and Service Category Mapping (tctax0123m000)
  8. Click Upgrade tax handling to update the tax handling data using the Tax Handling (tctax0135m000) and the Tax Handling (tctax0138m000) sessions.

    This includes mapping the data to goods and service category, if applicable.

    Note: To handle this Goods and Service category definition, mapping of data is prerequisite. Also, only item mapping is considered. Item group / HS code mappings are ignored.
  9. Click Validate tax handling to verify the upgraded data and complete details such as state / province, if applicable, as well as the new tax code introduced for Advance Invoice.
  10. Click Maintain Tax Handling to maintain the tax handling data for all financial companies.
  11. Click Define state sets to create the state sets for which tax exceptions must be defined using these sessions:
    • State Sets (tccom1185m000)
    • State Set (tccom1685m000)
    • States by State Set (tccom1186m000)
  12. Click Upgrade tax exceptions by country. Infor LN upgrade the tax exceptions by country. If the Use Domestic Tax Code check box is selected in the Tax Exceptions by Country (tctax1100m000) session, the Tax Code to Use must be set to Domestic.
  13. Click Validate tax exceptions by country. Infor LN verifies the upgraded data and completes details such as state set, goods and service category, jurisdiction data in the tax model.
  14. Click Maintain tax exception by country to maintain the tax exception data by country for all financial companies.
  15. Click Upgrade tax exceptions by country set. Infor LN upgrade the tax exceptions by country set. If the Use Domestic Tax Code check box is selected in the Tax Exceptions by Country Set (tctax1101m000)) session, the Tax Code to Use must be set to Domestic.
  16. Click Validate tax exceptions by country set. Infor LN verifies the upgraded data and completes details such as goods and service category, Jurisdiction data in the outcome of tax model.
  17. Click Maintain tax exception by country set to maintain the tax exception data by country set for all financial companies.
  18. Click Test Tax Scenario to verify the extended tax configuration.
  19. Click Activate extended tax configuration. Extended tax configuration is set to Active in all companies.
    Note: This option is allowed for the super users only when all the above steps are completed for all financial companies.