Set up Global Tax Management In this section you learn how to:

1. Set up Global Tax ManagementIn this section you learn how to: next • Identify some key business considerations before setting up Global Tax Management in MFG/PRO • Set up Global Tax Management in MFG/PRO • Set up Global Tax Management in MFG/PRO GTM-SU-010

2. Global Tax Management Setup Control Files Tax Environments Tax Rates next Tax Zones GTM-SU-020

3. Global Tax Management Setup Control Files Tax Environments Tax Rates next Tax Zones System/Acct and GTM Control Files 36.1 and 2.13.24 GTM-SU-030

4. 36.1 – System/Account Control File next GTM-SU-040

5. 2.13.24 – Global Tax Management Control File next GTM-SU-050

6. VAT Registration Number Validation next Set these fields to Yes for VAT Registration Number Validation GTM-SU-054

7. VAT Registration Number Validation Setup Validate VAT Registration set to Yes in GTM Control File Update Tax-ID field in Maintenance Records Print VAT Registration set to Yes in GTM Control File next GTM-SU-056

8. Exercises Exercises Exercise

9. Global Tax Management Setup Control Files Tax Environments Tax Rates next Tax Zones Tax Zones 2.13.3.13 GTM-SU-060

10. 2.13.3.13 – Tax Zones Countries next Tax Environments States & Provinces Addresses Counties Tax Zones GTM-SU-070

11. 2.13.3 – Tax Jurisdictions Countries next Tax Environments States & Provinces Tax Zones Addresses Counties GTM-SU-080

12. 2.13.3.1 – Country Code Maintenance next GTM-SU-090

13. 2.13.3 – Tax Jurisdictions Countries next Tax Environments States & Provinces Tax Zones Addresses Counties GTM-SU-100

14. 36.2.13 – Generalized Code Maintenance next Field name: ad_state for State and Province codes Field name: ad_county for County codes GTM-SU-110

15. 2.13.3 – Tax Jurisdictions Countries next Tax Environments States & Provinces Tax Zones Addresses Counties GTM-SU-120

16. 2.13.3.13 – Tax Zone Maintenance next GTM-SU-140

17. Tax Zone Codes 16-Character Geographical Codes next XXX County XXX City XXX Postal Code XXX Country XXX State/ Province Alpha Numeric Numeric Numeric Alpha GTM-SU-150

18. Tax Zone Hierarchies next Subtotal This Level: yes Reporting Zone: yes Tax Zone: USA-CA001 Sums-Into Tax Zone: USA-CA Description: California, USA Country Code: USA State: CA County: City: Post: GTM-SU-160

19. Parent-Component Hierarchy next Subtotal ReportingTax Zone This Level Zone Canada Yes Yes Quebec Yes Yes Alberta Yes Yes Ontario Yes Yes CAN CAN-QUE CAN-ALB CAN-ONT GTM-SU-170

20. Phantom Hierarchy next Subtotal ReportingTax Zone This Level Zone California Yes Yes LA-County Yes Yes LA-City Yes Yes Santa Clarita No Yes Reseda No No CA LA- County LA-City SC Reseda (Suburb) GTM-SU-180

21. Exercises Exercises Exercise

22. Global Tax Management Setup Control Files Tax Environments Tax Rates next Tax Zones Tax Environments 2.13.5 GTM-SU-190

23. Tax Environments Tax Zones Tax Types next Customer and Supplier Tax Classes Tax Environments Transactions Rounding Methods GTM-SU-200

24. Tax Environments Tax Zones Tax Types next Customer and Supplier Tax Classes Tax Environments Transactions Rounding Methods GTM-SU-210

25. Tax Types next GTM-SU-220

26. 2.13.1.1 – Tax Type Maintenance next GTM-SU-230

27. Tax Environments next Tax Zones Tax Types Customer and Supplier Tax Classes Tax Environments Transactions Rounding Methods GTM-SU-240

28. Customer and Supplier Tax Classes next GTM-SU-250

29. 2.13.1.5 – Tax Class Maintenance next GTM-SU-260

30. Tax Environments Tax Zones Tax Types next Customer and Supplier Tax Classes Tax Environments Transactions Rounding Methods GTM-SU-270

31. 2.13.1.17 – Rounding Method Maintenance next GTM-SU-280

32. Tax Environments Tax Zones Tax Types next Customer and Supplier Tax Classes Tax Environments Transactions Rounding Methods GTM-SU-290

33. Tax Environments Los Angeles to Ventura Environment CA001001/005005 Tax Types CA Sales Tax VEN County Tax VEN City Tax next Los Angeles to Los Angeles Environment CA001001/001001 Tax Types CA Sales Tax LA County Tax LA City Tax GTM-SU-300

34. 2.13.5.1 – Tax Environment Maintenance next GTM-SU-310

35. Tax Types, Sequence, and Rounding Method next Rounding Method Sequence GTM-SU-320

36. Exercises Exercises Exercise

37. Global Tax Management Setup Control Files Tax Environments Tax Rates next Tax Zones Tax Rates 2.13.13.1 GTM-SU-330

38. Tax Rates Tax Types next Item Tax Classes Tax Rates Transactions Tax Usages GTM-SU-340

39. Item Tax Classes Tax Types next Item Tax Classes Tax Rates Transactions Tax Usages GTM-SU-350

40. Item Tax Classes next GTM-SU-360

41. 2.13.1.5 – Tax Class Maintenance next GTM-SU-370

42. Tax Usages Tax Types next Item Tax Classes Tax Rates Transactions Tax Usages GTM-SU-380

43. Tax Usages next GTM-SU-390

44. 2.13.1.9 – Tax Usage Maintenance next GTM-SU-400

45. Tax Rates Tax Types next Item Tax Classes Tax Rates Transactions Tax Usages GTM-SU-410

46. 2.13.13.1 – Tax Rate Maintenance next GTM-SU-420

47. Customer/Supplier Tax Rates Set Up Tax Usage Assign Usage to Customer or Supplier next OR Assign Class to Customer or Supplier Set Up Tax Class Set Up Separate Tax Environments Set Up Separate Tax Types GTM-SU-430

48. Tax-by-Line/Total next Tax-By-Line: Yes GTM-SU-440

49. Tax Method next Tax Method: 01 GTM-SU-450

50. General Ledger Accounts next Sales Tax Account: 1400 Sales Tax Absorbed: 5950 AP Tax Account: 1400 AP Tax Retained: 2450 GTM-SU-460