This table provides a checklist of the mandatory and optional implementation steps in other applications for E-Business Tax. Some optional implementation steps may be conditionally mandatory, depending on your overall setup.
Note: You must have access to the system administrator responsibility to perform many of these tasks.
| Step Number | Step Description | Mandatory/Optional |
| 1 | Setting Up Tax Users | Optional |
| 2 | Setting Profile Option Values | Optional |
| 3 | Setting Up Lookup Codes | Optional |
| 4 | Setting Up TCA Geography Hierarchy | Optional |
| 5 | Setting Up Legal Entity | Mandatory |
| 6 | Setting Up Operating Units | Mandatory |
| 7 | Setting Up Accounts and Accounting Information | Mandatory |
| 8 | Setting Up TCA Classifications | Optional |
| 9 | Setting Up Oracle Inventory | Optional |