How to Turn off Tax Calculation for an AR Transaction Type

• Do the following to stop the tax calculation for specific transaction type.
• Go to Tax Manager >> Advanced Setup Options >> Tax Determining Factor Sets Click on Create >> Enter name
• Determining Factor Class >> select Transaction Generic Classification
• Determining Factor Name >> Select Transaction Type
• Click Apply.
• Go to Tax Condition Sets and click on create
• Give a name and select the factor set you have just defined
• Click next
• Select the relevant transaction type in the Value From field and apply.
• This completes the factor and condition sets setup.
• Go to Tax Configuration >> Tax Rules Page
• Give Operating Unit as the Configuration Owner and query the regime.
• For the Rule Type "Determine Applicability", click on the "Guided Rule Entry" Button.
• Give a rule name, start date and click next.
• Select the condition set and factor set you have defined and select Result as 'Not Applicable'.
• Then give rule Order and enable the rule and click finish.
• This rule will imply the following
• If Transaction Type = '.......', then the tax is not applicable;
• So if you use this transaction type, the tax should not get calculated.

How to Turn off Tax Calculations if the Place of Supply is Outside the Regime Country

•  There are two methods for disabling tax calculations where the place of supply is outside of the Regime Country.
• Method 1:  Set the place of supply in the tax rules form (Say to Ship-To) and create tax rates associated with Jurisdictions for in-country locations only.  The system will only find tax rates when a jurisdiction match is found and the tax will not be applied for exports.
  
  
• Method 2:  Create non-jurisdiction rates (set the jurisdiction to null on the tax rate)  and then define a  Tax Applicability Rule that references the appropriate address as shown in the screenshots below. (example below assumes a place of supply is Ship-To and there is no tax is levied on exports)

How to Turn off Tax Calculation for an Operating Unit

• Set up your tax regime to rate flow so that the content is owned at the "Global Configuration Owner" level
• Subscribe only those operating units to the regime to rate flow that should be taxed.  
• Be sure to select "Common Configuration with Party Overrides" when subscribing the regime to the operating unit.

How to disable tax calculation for an entire flow (Sales or Purchases)

• To define a rule for order to cash to disable tax calculations applies to all modules, do the following
• Login with Tax Managers Responsibility.
• Navigate to Tax Configuration >> Tax Rules.
• Query for your tax rule
• Click on "Guided rule entry" next to the "Determine Tax Applicability" rule
• Select the Option 'This rule applies to specific transactions only.'
• Select 'Event Class Category' = 'Tax Event Class'.
• Select 'Event Class' = 'Sales Transaction'.
• Enter the other conditions (if any) for this rule then "Next"
• Set the "Applicable tax" as "Not Applicable".  This is the "outcome" for the conditions above.  In our case it would evaluate that for Sales transactions (Order Management, Receivables, Project Invoices, Contracts, iStore, etc..) if the condition from step 8 occurs then set the outcome to "Not Applicable"
• Click Next till last step and then click Finish to save the changes.
• Modify this slightly as need to create a rule for Procure to Pay.

How to stop tax calculations for all taxes within a single module

• Tax Managers, navigate to Defaults and Controls >> Configuration owner Tax Options.  
• Click "Create" and select the configuration owner and Event Class  (ex: Standard Invoices   -- Payables).  
• Uncheck the "Allow Tax Applicability" checkbox and save.

How to turn off tax calculation for all products and taxes in case NO tax regime exists

• Check your transaction types and make sure that the Tax Calculation check box is not checked
• Since you did not setup any tax, then you need to uncheck tax for each country that you do not want to calculate tax.
• Navigation: Trading Community Manager>>Administration > Geography Hierarchy
• Query for your Country and Make sure the tax box is not checked.

How to turn off tax calculation for all products and taxes in case a tax regime exists

• Login as Tax Manager
• Navigate: Parties >> Party Tax Profiles
• Select "First Party Legal Entity" and choose your Legal entity then press "Go" button.
• Click "Update Tax Profile"
• Select "Configuration Options"
• Enter an effective to date for the tax regime and apply
• Navigate: Parties >> Party Tax Profiles
• Select "Operating Unit Owning Tax Content"
• Enter your Operating Unit and press "Go" button.
• Click on "Update Tax Profile"
• Select "Configuration Options"
• Enter an effective to date for the Tax Regime and click on apply.

Payroll Interview Questions

• What are the mandatory fields while creating Payroll?
• Payroll Name
• Period Type
• Start Date
• Define Elements?
• Elements are the building blocks for earnings, deductions etc. of a Payroll.
• It is a Data Structure which is used to hold information for both Human Resources and Payroll.
• In Human Resources elements may represents compensation types including Earnings such as Salary, Hourly Wages and Bonuses.
• In Payroll, elements constitute all the items in the Payroll run process.
• What the Element can represent?
• Earnings >> Salary, Wages and Bonuses.
• Benefits >> Employee stock and Pension Plans.
• Non-Payroll Items >> Expenses
• Absences from work
• Voluntary and In-Voluntary deductions
• Employer Taxes and other Liabilities.
• What are the pre-defined Elements?
• UK Payroll legislation provides many predefined elements
• Tax
• National Insurance (Employee/Employer)
• Court Orders
• These Elements cannot be modified.
• What are the Element Entry Concepts?
• Recurring ->Recurring Entries can exists over many Payroll periods
• Non-Recurring -> Non-Recurring Entries are valid for single Payroll period only.
• What are the types of Element Entry?
• There are 4 types
• Normal Entry
• Override Entry
• Additional Entry
• Adjustment Entry
• Additive Adjustment
• Replacement Adjustment
• Balance Adjustment
• How can we add a new input value to an existing Element?
• We can add an additional input values to an existing Element if the element has not been processed in a Payroll run and the Effective data is the same date of creation of the Element.
• What is Salary Basis ?
• Salary basis is the duration on which the salary is reckoned. It is a rule to administer pay.
• Define Quick Pay and Batch Processing?
• When calculating pay, we can use either Quick Pay or Batch Process.
• Quick Pay Process-->This is for one employee
• Batch Process --> This is for all employees together
• What is Quick Pay/ Advance Pay/ Retro Pay?
• QuickPay: 
• QuickPay enables you to carry out payroll processing for individual employees. 
• You can use QuickPay to pay employees who are leaving and who require payment immediately.
• If an employee asks what their net pay will be this month, you can run QuickPay to find the answer, then roll it back to remove all results from the database.
• Advance Pay:
• The Advance Pay process enables you to pay employees in advance for holidays or other events. 
• The process performs payroll runs for the periods to be advanced, using all date effective information in place, and stores the final net figure as the amount to be advanced. 
• Retro Pay:
• Payment for any previous cycle in the current payroll run
• Define Batch Element Entry?
• This is an open interface specially designed for elements. 
• With BEE we can quickly incorporate mass updates in any specific elements.