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Set up a sales tax hierarchy and the setoff rules

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Maintain tax hierarchies

  1. Go to Tax > Setup > Sales tax > Sales tax hierarchies.

  2. Select New.

  3. In the Name field, enter a value.

  4. In the Structure field, select GTE hierarchy.

    Create a sales tax hierarchy dialog box.

  5. Select OK.

  6. On the Versions FastTab, select Synchronize.

  7. Close the message that you receive.

  8. Select View.

    Versions FastTab.

    The Sales tax hierarchy designer page shows the tax type and tax components, based on the configuration.

    Sales tax hierarchy designer page.

  9. Select Setoff rules for sales tax hierarchy, and then select New.

  10. In the Name field, enter a value, and then save the record.

  11. On the Recoverable and Payable FastTabs, select the tax components, and adjust the priority values.

  12. Define the setoff rules according to the legal requirement.

    Setoff rules for sales tax hierarchies page.

  13. Select Save, and then select Close.

  14. Close the Sales tax hierarchy designer page.

  15. Select Activate, and then select Close.

Maintain setoff hierarchy profiles

  1. Go to Tax > Setup > Sales Tax > Maintain setoff hierarchy profiles.

  2. Select New.

  3. In the Effective date field, enter a value.

  4. In the Hierarchy field, select a value.

    Create a setoff hierarchy profile dialog box.

  5. Select OK, and then select Activate.

  6. Select Yes.

  7. Close the message that you receive, and then close the page.

Enable the addition and synchronization of tax hierarchy versions in batch mode

As of version 10.0.41, you can add and synchronize tax hierarchy versions in batch mode.

In the Feature management workspace, enable the Enable adding and synchronizing of tax hierarchy version in batch mode feature. Then, when you add a new version on the Sales tax hierarchies page (Tax > Setup > Sales tax > Sales tax hierarchies), you can enable batch processing by setting the Batch processing option to Yes in the Add version of sales tax hierarchy dialog box.

Adding a tax hierarchy version in batch mode.

Note

After you select OK in the dialog box, you receive the following message: "The Add version of sales tax hierarchy job is added to the batch queue."

If there is a batch job that isn't completed, you receive the following message: "Cannot start a new job, as a batch job to Add version of sales tax hierarchy is already running."

For the Synchronize operation, you can also enable batch processing in the Synchronize version of sales tax hierarchy dialog box.

Syncing a tax hierarchy in batch mode.

Note

After you select OK in the dialog box, you receive the following message: "The Synchronize version of sales tax hierarchy job is added to the batch queue."

If there is a batch job that isn't completed, you receive the following message: "Cannot start a new job, as a batch job to Synchronize version of sales tax hierarchy is already running."

GST minor codes

  1. Go to Tax > Setup > Sales tax > GST minor codes.
  2. Select New to create a record.
  3. In the Tax component field, select a value.
  4. In the Minor code field, enter a value.
  5. In the Description field, enter a value.
  6. Select Save, and then select Close.

GST minor code page.