Set up the operating units that you need to process your tax transactions. An operating unit is an organization that uses Oracle Cash Management, Order Management and Shipping Execution, Oracle Payables, Oracle Purchasing, or Oracle Receivables.
For tax-related transactions:
Assign users to responsibilities associated with the operating units for the applicable applications.
Assign user to an E-Business Tax responsibility. See: Setting Up Tax Users for more information.
Assign operating units to the applicable primary ledgers. See: Setting Up Accounts and Accounting Information.
You must set up and maintain operating units before you can perform these tax-related setups:
Party tax profiles - Set up a tax profile for each operating unit. The tax profile indicates that the operating unit either uses the tax configuration of the legal entity for transactions involving the legal entity and tax regime, or acts as a configuration owner for the applicable tax regime. See: Setting Up an Operating Unit Tax Profile for more information.
Tax configuration options - Set up configuration options for applicable operating units when you set up a tax regime or a party tax profile. The configuration option associates the operating unit with tax regimes either to share the tax setup of the global configuration owner or to act as a configuration owner and maintain a separate tax setup. See: Configuration Options in Oracle E-Business Tax for more information.
Tax accounts - You can set up tax accounts for a single operating unit, or you can share tax accounts across multiple operating units. The accounting segments associated with the selected operating units are available for tax account purposes. The calculated tax amounts post to the operating unit accounts that you define. See: Setting Up Tax Accounts for more information.
Configuration owner tax options - Set up configuration owner tax options for a combination of operating unit configuration owner and application event class. The configuration owner tax option settings let you modify the manner in which tax data is configured. See: Setting Up Configuration Owner Tax Options.
You can set up operating units using Oracle Human Resources, Oracle Inventory, or Oracle General Ledger. The setup of operating units requires a number of prerequisite setups. The number and kind of prerequisite setups depends upon your organization and your tax implementation.