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Reference data

Date Determination Rules

Date Determination Rules
 specify the application of Date Determination Logic to specific transactions based on criteria such as authority name or type, document type, movement type, product, or customer.
Rules are processed in rule order with custom rules (1-4999) processed before Tax Data Provider rules (5000-10000). A transaction must match all attributes indicated by a rule for the rule to apply. The 1st matching rule for each date type is applied; therefore, a transaction may apply up to 3 different rules.
Rules are applied if all input XML transaction data match the values found on a rule. Matches are subject to the following conditions:
  • The Invoice Date or Movement Date must fall within the rule's validity period.
  • Any Authority Type, Authority, or Document Type specified in the transaction must match.
  • A Movement Type must match either that specified for the Invoice or Line item, with precedence given to the Line item.
  • A Customer is matched with any provided Number taking precedence over Customer Name, and with Line data taking precedence over Invoice data.
  • A Product Category can be matched by any of the following means: direct match, parent product match, commodity code match, or parent commodity code match.
For example, rules 1-3 may all apply the "Invoice or Movement Date, whichever is earlier" logic expression to the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date respectively for a certain authority or authority type.
ONESOURCE Indirect Tax Research provides Date Determination Rules as part of the Determination Tax Content offerings and updates rules as necessary to support changes in tax law. In addition, a fallback rule provides default logic for each date type for each authority.

Date Determination Rules - Main Screen

Use this page to view or specify rules that map Date Logic to transaction criteria. When date determination logic is applied to a transaction, it can affect the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date for a transaction.
Date Determination Rules Field Reference
Field
Req?
Description
Company
Y
Name of the ONESOURCE Indirect Tax Determination Company Which defined the Rule.
Order
Y
The rule orders. Rules are processed from low to high.
If you aren't a Tax Data Provider company, enter a rule from 1-4999. If you're a Tax Data Provider company, enter a rule from 5000-9999.
Date Type
Y
One of the following:
  • Tax Determination Date (TDD in the Rules List)
  • Tax Exchange Rate Date (TERD in the Rules List)
  • Tax Point Date (TPD in the Rules List)
For a description of these date types, see Date Determination
Start Date
Y
The Date (MM/DD/YYYY) on which the rule becomes active.
End Date
Opt.
The Date (MM/DD/YYYY) on which the rule terminates. If blank, the rule will remain effective indefinitely.
Authority Type
Y
One of the configured Authority Types.
The list presented here is dependent on whether your company is a Tax Data Provider, a Custom Data Provider, or a Child (non-Data Provider) Company. TDP companies can select only those authorities they own, while CDP and Child companies can select owned and inherited Authority Types.
Default is None.
Authority
Opt.
The authority’s name to which the rule applies.
Document Type
(Doc in Rules List)
Opt.
The document type.
Movement Type
(Move in Rules List)
Opt.
The document type.
Product
(Prod in Rules List)
Opt.
The product for which the Date determination rule applies.
Select the Product Filter link below this field to display a pop-up tool which enables you to filter the list of available products based on the specified Product Group and Tax Data Type.
Customer Name
Y
The customer name.
Customer Number
Y
The customer number is determined by default with the costumer name selection.
Logic Expression
Y
One of the named Date Determination Logic Expressions. See Date Logic.
Default-Generated Information:
Created By:
 Name of the user that created the Logic Expression,
Created On:
 Creation Date,
Modified By:
 Name of the Last user that modified the Logic Expression,
Modified Date:
 Last date of update of the Logic Expression.

Using Date Determination Rules - Actions

Use this section to either create a new date determination rule or modify or delete the selected rule. Only rules owned by your company can be modified or deleted. Use the Date Determination Rules Field Reference below to enter data in the required and optional fields.
Add a new Date Determination Rule
  1. Select
    Add Date Determination Rule
     from the grid action menu.
  2. Enter the data using the
    Date Determination Rules Field Reference
    .
  3. Select
    Submit
     to save your changes.
Copy a new Date Determination Rule
  1. Select
    Copy
     from the Date Determination Rule List.
  2. Select the
    Company
     and
    Rule Order
    .
  3. If necessary, modify data using the field reference.
  4. Select
    Submit
     to save your changes.
Modify a new Date Determination Rule
  1. Select
    Edit
     from the Date Determination Rule List.
  2. Modify data using the
    Date Determination Rules Field Reference
    .
  3. Select
    Submit
     to save your changes.
Delete a new Date Determination Rule
  1. Select the item from the
    Date Determination Rule List
    .
  2. Select
    Delete
     from the Actions menu.
  3. Select
    OK
     to confirm the deletion.
Export results in Excel
To export the selected rules or rules to Excel follow these steps:
  1. Create a filter parameter to search for specific results (if you want to save all the results you can skip this step).
  2. Select
    View in Excel
     from the grid action menu.
  3. Search in downloads for the item.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax