Updated 10-2009 San Diego State University
Oracle eBusiness Suite Tax Application Implementation
October 2009
We are pleased to announce the upcoming implementation of the eBTax module within our Oracle Financials eBusiness Suite. This application is designed to manage the allocation and payment of sales and use tax in a simple, logical manner. Most purchases made by the University are taxable and tax will be calculated at the current state, county and city rates.
Suppliers will be classified as Taxable, Tax Exempt, or Tax NonApplicable
- Taxable: suppliers that are normally taxable (suppliers of goods and equipment)
- Tax Exempt: most of the time we don’t pay tax, but sometimes we do (suppliers such as service providers)
- Tax NonApplicable: suppliers to whom we never pay sales tax (state agencies, other Universities, etc.)
Natural Account Values will be Classified as Taxable or NonApplicable
NACCT values are now defined as Taxable or Tax NonApplicable. These definitions enable flexibility for exceptions where we may have an item from a typically tax exempt supplier that is appropriately taxable, and vice versa. The list of natural account values and their tax classification will be posted on the Leap website for campus users. We encourage you to review the natural account list and accurately select the natural account code that defines your purchase or service.
What This Means to the Campus
Target implementation date: Wednesday, October 14, 2009.
When viewing invoices or campus departmental reports, for taxable transactions, you will see sales tax broken down by three separate tax lines (state, county and city).
Currently, on-line requisitioners determine sales tax using the Tax Classification field on the requisition line. With the implementation of the eBTax application, the “Tax Classification” field is no longer valid and will not be visible at the requisition line. Sales and use tax will now be based on supplier classification and/or natural account.
We are confident that you will find the new eBTax solution straight forward, accurate and a time saver.
Questions regarding this implementation, assistance needed? The BIS Lab is open every Friday, from 10:00AM – 11:00AM to assist you with any questions you may have. Please RSVP to BIS@mail.sdsu.edu to ensure seating is available.
Cathy Garcia C.P.M.
Manager, Contract & Procurement Management
San Diego State University
San Diego CA 92182-1616
Phone: 619-594-4723
Fax: 619-594-5919
SAN DIEGO STATE UNIVERSITY
Oracle eBusiness Suite Tax
LIVE 10/14/09
Good Day!
As a follow up to our email announcing the implementation of Oracle eBusiness Suite Tax, dated October 8, 2009 attached are listings for Suppliers (Tax Exempt and Tax Nonapplicable) and Natural Accounts (Taxable or Nonapplicable).
As a refresher, following are the definitions for the Supplier and Natural Account set ups:
SUPPLIER CLASSIFICATIONS:
- Tax Exempt – Tax lines will be created, but will populate with values of zero. Your Requisition lines will be created as non-taxable but can be changed by the Buyer to taxable when the Purchase Order is created. This classification allows tax to be calculate.
- Tax Nonapplicable – No tax lines will be created, tax is never applicable. Your Requisition lines will be created as non-taxable and cannot be changed by the Buyer to taxable when the Purchase Order is created.
NOTE: The majority of our Suppliers are taxable and are not listed on the attached. If you do not see the Supplier suggested on your requisition on the attached list, it means they are a taxable Supplier or they are not in our Supplier file. Requisitions issued to taxable Suppliers can be changed by the Buyer to non-taxable when the Purchase Order is created as long as the Natural Account is not Nonapplicable (refer to the attached list of Natural Accounts).
NATURAL ACCOUNT SEGMENT:
- Taxable item – Calculates tax at state, county and San Diego city rates. Your Requisition lines will be created as taxable but can be changed by the Buyer to nontaxable when the Purchase Order is created.
- Nonapplicable item – tax is not applicable, no tax lines created. Your Requisition lines will be created as non-taxable and cannot be changed by the Buyer to taxable when the Purchase Order is created.
What this Means to You:
When viewing invoices or campus departmental reports, for taxable transactions, you will see sales tax broken down by three separate tax lines (state, county and city).
Currently, on-line requisitioners determine sales tax using the Tax Classification field on the requisition line. With the implementation of the eBTax application, the “Tax Classification” field is no longer valid and will not be visible at the requisition line. Sales and use tax will now be based on supplier classification and/or natural account.
We encourage you to contact us with your questions. We are confident that you will find the new eBTax solution straight forward, accurate and a time saver.
Questions regarding this implementation, assistance needed? The BIS Lab is open every Friday, from 10:00AM – 11:00AM to assist you with any questions you may have. Please RSVP to BIS@mail.sdsu.edu to ensure seating is available.
Thank You!
Cathy
Cathy Garcia C.P.M.
Manager, Contract & Procurement Management
San Diego State University
San Diego CA 92182-1616
Phone: 619-594-4723
Fax: 619-594-5919
eBTax Supplier FIscal Classification 101309.xls 
NACCT List for Leap web page 101309.xls
UPDATED 10-15-2009
