New Tax Instance

Once named and described each Tax Entity must be associated with a Tax Instance, which define the actual, installed tax engines that contain the physical implementation of an entity's rules.

You must first create a Tax Instance before you create a Tax Entity, by defining the Tax Engine and Enterprise. Only after doing this, can you associate each Tax Entity with an appropriate Tax Instance:

1. In the Tree Menu, click Setup | Taxes | Tax Instance.

The Advanced Administration Application displays the Tax Instance List form.

2. Click [New Tax Instance].

The Advanced Administration Application displays the New Tax Instance form.

3. Click in the Description text box and type a brief description of the tax instance.
4. Click in the Tax Engine drop-down menu, and select the name of an available Tax Engine, for example TaxWare.

If no other tax engine is selected, Commerce One Simple Tax is used by default.

Depending on the tax engine selected, other data entry text boxes may be added to the page.

5. Click in the Tax Type drop-down menu, and select the type of tax to be calculated, for example VAT (value added tax) or SUT (sales/use tax).
6. Click in the Host Machine Name text box and type name of the network machine on which the selected tax engine is running.
7. Click in the Company ID text box and type the company's tax identification.
8. Click in the Location ID text box and type the company location identification.
9. Click in the Product Code Conversion text box and type the code value.
10. Click:
• [Save] to save the tax instance and leave the New Tax Instance form, or
• [Cancel] to leave the New Tax Instance form without adding the Smart Form association.