FACT SHEET: Our Sevices

FACT SHEET:

Our Sevices

eBiz Answers Ltd is a boutique consultancy specialising in the Oracle R12 eBTax module and Oracle Fusion Tax. When it comes to indirect tax and Oracle ERP we pride ourselves on delivering the complete solution: advice, confi guration, reporting, auditing, training and support wherever and whenever you need it. Experts in global solutions, whether it is VAT, GST, Sales and Use or any country or industry specifi c requirement, we are very likely to have experience in setting the tax up.

ProblemTax is tax and while certain industries may have additional requirements the same tax logic not only applies but is consistent with every entity that falls under the same tax jurisdiction. Unfortunately many solutions are built up from scratch each time, often by a consultant with limited experience both with the Oracle eBTax module and the laws of indirect tax. This in turn limits the solution provided often resulting in a heavy reliance on manual intervention by the end user which hugely increases risk of mistakes and non-compliance.

The laws of indirect taxation and the Oracle Tax module are very complex and as a result, to create a robust and comprehensive solution takes time and an understanding of all the possible determinable results in the form of the correct tax rate charged. Frequently however, the tax rate in itself is often not suffi cient with additional reporting requirements needed from certain tax outcomes. Exemptions and exceptions to the tax rules need to be factored in and a complete solution, even if designed physically, will takes days in confi guration time.

eBiz Answers Ltd Copywrite 2014 www.ebizanswers.net

FACT SHEET:

Our Sevices

“Its one thing to be able to set up a tax rate and a condition, it’s something completely different to set up a solution”“Its one thing to be able to set up a tax rate and a condition, it’s something completely different to set up a solution”

SolutioneBiz Answers does things differently as we bring the solution to you and then enhance it to ensure all your requirements are met. We fully automate your solution which all but eliminates the risk of user error as users, often with minimal or no tax training are no longer burdened with the responsibility of choosing the tax rate. Because we designed our solution based on how tax should be reported we have additional reporting codes already built-in, making it easier to report and reconcile the tax.

Because we give you a complete future-proofed solution covering all combinations of tax conditions, the amount of time to set the tax up is extensive. For example, a 15-country rollout could take over 20 days of manual configuration time. To overcome this problem eBiz Answers developed the eBTax Rapid Install tool which serves two purposes:

1. In a matter of hours we can install a fully working tax solution for all the countries where your company has a tax registration. The 80% solution covers all the tax logic that is not specific to your company including locations, item classifications, goods and services in addition to many exemptions. The remaining 20% which is the setup that is specific to your company such as linking recovery rates to GL codes is then manually added.

2. The second purpose of the eBTax Rapid Install tool is the migration of the tax solution from instance to instance. This repeatable process allows the setup and testing of the tax solution in one instance and then the copying of this to all the other instances you may have in less than 20 minutes.

This means that eBiz Answers can accomplish in the equivalent time of less than a day with 100% accuracy something that could manually take 100 days and is prone to user error.

ProcessWe like to work with you from the beginning if possible as there are so many key factors that can influence the system architecture because of the indirect tax.

The following diagram explains how we could assist you on a typical project:


FACT SHEET:

Our Sevices


FACT SHEET:

Our Sevices

Tax Implementation JourneyeBTax Rapid Install

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Out of the BoxTax is Tax! We have developed a best practice approach for the configuration of the Oracle eBTax module providing an 80% fit right out of the box!

EducationOnce installed, we need to educate you on how it works. We design the solution based on the reporting requirements. Education means that your users see the benefits of the new system at the beginning and adapt their processes and testing accordingly.

Complete the SolutionWe then finish the setup, making sure you are confident and comfortable that your indirect tax solution meets your needs and more importantly is efficient and compliant.

FeedbackWe have already installed the 80%, now work with us to get the remaining 20% that will meet all your existing and future requirements. This part of the process allows us to capture those additional requirements specific to either your industry or your company.

CopyWe can copy the tested configuration at any point.

CloneAnd clone the tax solution from instance to instance, all in a couple of hours, with no user error! Compare this to 30 days of manual setup.

RepeatOf course we know that new requirements will appear late in the project but this is ok as we can make changes and test new requirements and once accepted, we can then move to all your other instances, repeating this process as many times as you need. This process is ideal for upgrades from 11i to R12 where the window for cutover is usually a weekend.

Your BusinesseBiz Answers will make sure we understand all your existing and future requirements such as your industry, the type of products you sell and the tax registrations you have.

Case Study 1Japanese bank upgrading their 11i solution to R12.

Scenario: This client was acutely aware of the complexities of setting up VAT for the Belgium VAT jurisdiction and worried that they would not have enough time during the cutover weekend to get the required tax setups as well as everything else that needed to be done.

Approach: eBiz Answers worked closely with the end client to establish the Belgium VAT solution taking full advantage of the Oracle seeded localisations around Belgium Allocations that are a fiscal requirement in that country. We configured and fully tested the VAT solution and spent time with the end users to train them on the newly automated way in which the tax was determined. We used the eBTax Rapid Install tool to save time and ensure accuracy to copy the solution from instance to instance and then eventually into the production environment during the cutover weekend. The client said that without our eBTax Rapid Install tool they would not have been able to complete the tax setup in the time they had.

Case Study 2Multi-national manufacturer using a ‘commissionaire sales structure’.

Scenario: Client was already an Oracle 11i user and had decided to re-implement rather than upgrade to R12. They had experienced many issues around VAT with their 11i solution and wanted to ensure that the new solution catered for their needs. They operated in the US, EMEA and the APAC regions, utilising in full country localisations with full manufacturing in multiple countries resulting in complex drop shipment scenarios.

Approach: After working with two other Oracle integration partners and a management consultancy, neither of which were able to offer a solution, eBiz Answers took just two hours to provide the solution that would eventually be used for this 37-country rollout. We worked closely with the client and end users to automate their previously manual solution and train their users on the new approach to using tax. We were able to offer a truly global tax solution with the same naming conventions, hierarchical structures and the ability to use the same reports across all the countries. The client benefited from our extensive


FACT SHEET:

Our Sevices

knowledge of the tax module where a work around was needed to handle international drop shipments. Not only was the go live of the project a success but the client has been able to support and maintain their own solution.

Case Study 3Top 5 international bank in the UK.

Scenario: After spending almost three years with many of the ‘big 5’ consultancies as well as some of the more prominent Oracle integration partners, this bank was unable to get a sign off for their tax solution as it consistently failed to meet the bank’s needs with rate determination, tax recovery or reporting. Nearing the go live date and desperate for a solution, through recommendation the bank engaged with eBiz Answers to resolve their issues.

Approach: In just three weeks of working on the project we completely redesigned the VAT solution using our eBTax Rapid Install tool to load our proven configuration, test and subsequently get sign off. We spent the remaining time before going live conducting further testing, looking at the data migration and creating training material. We used the eBTax Rapid Install tool to migrate


FACT SHEET:

Our Sevices

the solution to over 10 instances over a period of four months. The bank had previously provisioned 15 days manual configuration for each instance. We were able to take this 150 days of configuration time down to just two. Without our solution and tool the go live date would simply have not been a possibility for tax. Along with the automation of the tax rates we were able to fully automate the tax recovery which changed on a yearly basis. Due to the size of the bank the conditions for the different recovery rates were in the hundreds. Because of this we created a solution that made it extremely easy for the tax group to manage these rates and conditions while allowing the offshore support team to do the configuration. This placed and retained control of the tax with the bank’s tax group – the rightful place for the tax maintenance.

Case Study 4International exhibitions company.

Scenario: The client organised and ran exhibitions in multiple locations around the world and as such were registered for VAT in the majority of them. As a result they had extremely complicated tax requirements and were very worried that Oracle would not be able to meet their needs. One of the complexities was that for an event in France for example, on one transaction they may have to charge both French and UK VAT as sales for admission were under the local (French) jurisdiction whereas sales for space in the event came under the UK jurisdiction. In addition, the location of the event needed to be a tax determining factor but there was no Oracle functionality to accommodate this.

Approach: eBiz Answers took the time to understand the client’s requirements. Due to our knowledge of the tax module, what it is capable of and more importantly what it cannot do we were able to come up with a simple solution for the event location with minimal impact on the standard functionality. We then used the eBTax Rapid Install tool to install the VAT solution for eight European and one Asian country. We then worked on the client specific requirements incorporating the extensive and complex setup needed to handle the event based rules and copied this to the other instances in minutes rather than several days if done manually. The solution is capable of calculating all the tax for multiple regimes based on the location of an event, all fully automated with no manual intervention required.


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Case Study 5US tax rollout.

Scenario: The client did not want to spend the large licensing fees that came with a third party tax solution as their US footprint was at the time very small with no tax being charged on any sales and only one US location to capture expenses. They did however want a solution that could be expanded upon so did not want to be limited should they later decide to use a third party to maintain the sales tax rates. In addition, they wanted to ensure that the customers were setup with the correct addresses for future tax validation purposes.

Approach: eBiz Answers used their own US geographies database to load all the US states, counties, cities and ZIP codes into the Oracle TCA geographies hierarchy. This meant that every customer entered had their address validated ensuring that the correct tax would be calculated in the future should they require it. We were able to use standard functionality to setup the state, county and city tax rates for their US location with the ability to self-assess any user tax. We proposed a solution where at the time a requisition was made a user was forced to enter the intended use of the purchase as they would be best placed to know. By the time the AP invoice was received and matched all the required information was available to accurately drive any tax exemptions that may have been needed.


FACT SHEET:

Our Sevices

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FACT SHEET: Our Sevices