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Configure the owner tax options

Learn about the Event Classes supported by the Oracle Fusion Cloud Connector for Global Tax Determination and configure the owner tax options.

  • You must have a Windows OS with Oracle Desktop integration. If you do not have the Oracle Desktop integration, open the menu and select Tools > Download Desktop Integration Installer, then follow the installation steps.

  • You must have macros enabled.

Sovos supports the following Event Classes:
Receivables
  • Invoices

  • Debit Memos

  • Credit Memos

Payables
  • Standard Invoices

Purchasing
  • Purchase Requisitions for Enterprise Tax

  • Purchase Orders and Agreements for Enterprise Tax

  • Change Orders for Enterprise Tax

  1. Go to My Enterprise > Setup and Maintenance.
  2. Click the Task icon, then click Search.
  3. Enter Manage Configuration Owner Tax Options in the search field, then click the Search icon and select Manage Configuration Owner Tax Options from the results.
  4. In the Search Results section, click the Create (+) icon.
  5. Enter the following information:
    Configuration Owner
    Select the business unit that will own this tax content from the dropdown.
    Event Class
    Select Invoice from the dropdown.
    Start Date
    Enter 1/1/17.
  6. In the Default Tax Options section, select Calculate tax by tax provider from the Regime Determination Set dropdown.
  7. Click Enable Tax Partner.
  8. Select the Enabled checkbox for Sovos, then click OK.
  9. Optional: Click Save and Create Another to set up more Event Classes.
  10. Optional: Repeat steps 1-9 for all Event Classes that you want to activate for the Tax Partner.
    After you activate the last Event Class, click Save and Close instead of Save and Create Another.
  11. Click the Actions dropdown, then select Manage Tax Partner Integration in a Spreadsheet.
    An Excel file will be downloaded to your computer.
  12. Open the Excel file, then click Yes on the Connect pop-up.
    Note:

    If you do not see a pop-up, make sure you have installed and activated the Oracle Desktop Integration in Excel. Contact your support team for help with this.

  13. Sign in using your Oracle credentials.
  14. Enter SOVOS in the Tax Partner Name field, then enter the connection user name, connection password, and end point URL that was provided to you by Professional Services.
  15. Click Upload, then close the file.