Ebtax Series 2 Ebtax and The Procure To Pay Process Presentation 717
Ebtax Series 2 Ebtax and The Procure To Pay Process Presentation 717
Ebtax Series 2 Ebtax and The Procure To Pay Process Presentation 717
Session ID #10033:
Prepared by:
Dev Singh
Manager, Tax Process and Technology
KPMG
ca.linkedin.com/in/devsinghinc
REMINDER
Check in on the
COLLABORATE mobile app
AGENDA
Introduction
INTRODUCTION:
Toronto, ON, CA
416-777-3910
Project Overview
Tax Transformation Project
sponsored by CFO
Implementation of eBTax for
Canadian and US P2P processes
Project Overview
Upgrade from release 11.5.10
Clients first introduction to
automated taxes via the Tax
Engine
Project Overview
Financial Transformation Project
Net new implementation of EBS
to support global expansion
Expected Results
Scalable global solution that
optimizes integrated 3rd party
investments
Improved P2P process for
automated taxes
Benchmarking
Tax Centres of
Excellence/Outsourcing
Process improvement
ERP/Tax Engine
implementation support
ERP post implementation
review
VAT Compliance Automation
PEX Cube
Data & Analytics
INTRODUCTION:
COLLABORATIVE SIG
Since 2011 the Special Interest Groups have collaborated on
joint presentations focused on a single threaded topic to allow
conference attendees to participate in end-to-end business
scenarios designed to stimulate conversation and educate
end users.
The Collaborative SIG is coordinated by:
Mohan Iyer ([email protected]) of the General Ledger SIG
INTRODUCTION:
INTRODUCTION:
Company
Andrew
Bohnet
eBiz Answers
Dev Singh
KPMG
Paul Kirch
Paul Kirch,
Inc.
INTRODUCTION:
Company
Jay
Chandran
Paul Kirch,
Inc.
Ashish
Nagarkar
AST
Corporation
Charles
Bauman
BizTech
OVERVIEW:
Session
# 10032
13 April 2015
Breakers L
10:30-11:30 AM
# 10033
13 April 2015
12:45-1:45 PM
Breakers L
# 10034
13 April 2015
2:00-3:00 PM
Breakers L
# 10035
13 April 2015
3:15-4:15 PM
Breakers L
# 10036
13 April 2015
4:30-5:30 PM
Breakers L
Room
If there is a specific topic or area youd like to see covered, please reach out to your
SIG or chapter lead with ideas for future sessions.
EXPLANATION OF
TAX CALCULATION IN PO:
Taxes in Purchasing
Taxes in PO are estimates only.
May not be useful to turn on for VAT setups.
If taxes are expensed, may be useful to see; especially in
environments with strict budgeting (ie. encumbrance).
Values entered at the PR/PO level can be referenced in Tax
Rules for calculation upon matching process in AP.
Tax
Tax Status
Tax Rate
Tax Recovery
Tax
Jurisdiction
AB
CA GST and
HST
CA GST
CA GST
Standard
CA GST
Standard Rate
CA GST
Exempt
CA GST
Exempt Rate
CA GST 100%
Rec Rate
CA GST Zero
CA GST Zero
Rate
MB
NT
CA GST 0%
Rec Rate
CA HST
BC
NU
QC
SK
YT
Tax Rules
For presentation purposes only
Customer
Supplier
Banks
Geography
Hierarchy
Tax Jurisdictions
Module: ZX
Module: TCA
Tax Jurisdiction
Tax
Existing
Geography
TCA
Tax Rules
Determine Place of
Supply
Determine Tax
Applicability
Determine Tax
Registration
Determine Taxable
Basis
Req Approval
Workflow
Prod Cat
Purchase Order
Ship-To
PO Approval
Workflow
Prod Cat
Receipt &
Match
AP Invoice
Ship-To
Prod Cat
}
Tax Engine
TCC
Self-Assessment: Rule
Self-Assessment: AP Invoice
Taxes
Tax Status
Tax
Recovery
Tax Rates
Taxes
Tax Status
Tax
Recovery
Tax Rates