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Determination

Determination 2024.3 Release Notes

Release highlights

Published: April 2024
  • A new TransEditor Group Data Export feature.
  • A new functionality to generate a list of potential tax rates and fees associated with a valid address.

New Features

Data Migration: TransEditor Group Data Export (1050129)
Before this release, TransEditor related data could be exported from a source region (say, UAT) to destination region (say, PROD) using the Tools, Administration, Export and Import, select company, Individual Data, and then TransEditor Groups. This would create an export file; however, it would only be the active TransEditor Group for the company.
With this release, Determination will provide the capability to create an export file for an individual TransEditor record that the user selects. When a user navigates to the record under Configuration, Advanced Setup, thenTrans Editors, they can select one or more Group record. An Export button will be enabled that allows the user to export file. The user can follow the current import process (IMPORT tab under above mentioned Tools menu) to complete the import to their destination of choice.
BRAZIL - ICMS DIFAL AUTHORITY: INDICATE INTERNAL DESTINATION TAX RATE IN XML OUT (1077306)
This feature makes available the value of internal destination tax rate for ICMS DIFAL in XML OUT, for all scenarios where DIFAL is triggered and ICMS-RD (Ship To) authority is present.
A new optional tag was added: <SHIPTO_ICMS_DIFAL_RATE> under ICMS-RD authority block and the value populated in tag is the rate configured in ICMS-RD (Ship To) rule that was applied in the operation.
  • No change in calculation of DIFAL rate or ICMS-RD tax amount.
  • This element is available for SOAP 2020, 2011 and REST APIs.
BRAZIL - CONSUMER GOODS: PAUTA -CALCULATION OF IPI,PIS,COFINS VIA PAUTA FEDERAL - SUPPLIER (1016011)
This feature makes available the calculation of the federal tax via PAUTA to meet the Decree 8.442/2015 which treats a special regime for cold beverages.
There are 3 new authorities in this solution and the respective results are shown in the xml out:
  • Brazil IPI Pauta
  • Brazil PIS Pauta
  • Brazil COFINS Pauta
About the new logic:
  • Applies for business supply=yes, inter and intrastate scenarios, buyer & seller roles, across 3 Companies options (OFF, Alternative and PIS/COFINS).
  • Makes two types of conversion (UOM) to meet different authorities: one to meet PMPF and the other to meet PIS/COFINS/IPI Pauta. If UOM conversion is not possible due to mismatch in UOM categories, tax calculation stop with error message.
  • IPI Pauta, PIS Pauta and COFINS Pauta rules contribute to Pauta calculation by bringing product unit price and uom to IPI, PIS and COFINS tax calculation resp.
For Eg:
If we configure a Rate under IPI Pauta authority -
Rate = 1abc
UOM = Ltr
Product unit tax price = 100
Rate = 0%
This rate - 1abc is configured in a Rule under IPI Pauta authority.
PAUTA amount calculation:
IPI Pauta amount = IPI Product Unit price X Quantity (after final UOM conversion)
PIS Pauta amount = PIS Product Unit price X Quantity (after final UOM conversion)
COFINS Pauta amount= COFINS Product Unit price X Quantity (after final UOM conversion)
Taxable basis calculation:
Tax amount for authority (IPI/PIS/COFINS) = (Gross amount X taxable basis %) X tax rate
If (Tax amount > Pauta amount), then: taxable basis = Gross amount X taxable basis % else, Taxable basis = Quantity (final)
Tax amount calculation:
The system compares and choose the highest value between the tax amount result:
IPI/PIS/COFINS Pauta X IPI/PIS/COFINS taxable basis
In the XML OUT:
CALC_BASIS_MODE is populated under each authority (IPI, PIS and COFINS) according to the attribute used after above comparison: 'Valor da Operação' or 'Pauta'
Colorado Retail Delivery Fee (1100974, 1174340, 1101117, 1100846)
In Colorado, a retail delivery fee of 28 cents is applicable at the state authority when the invoice includes one or more tangible personal property items, delivered in a motor vehicle. The fee is applicable only once to the entire invoice and is not refundable. The fee is applied to the first eligible line item of the invoice. This fee is now supported in ONESOURCE Indirect Tax Determination.
Invoice Level Charge (1100974, 1174340, 1101117, 1100846)
This feature is to support any rate and fee that are applicable only once to the entire invoice, based on eligibility factors such as authority, product codes, etc. An example of such a fee is the above Retail Delivery Fee in Colorado.
Steps to enable this fee in a custom authority:
  1. Navigate to Configuration, Authorities, then Select Standard or Custom Authorities
  2. Select an Authority and navigate to the Rules page
  3. Select Add Custom Rule
  4. Select the checkbox Invoice Level Charge in order to trigger an invoice level rate or fee.
  5. Specify the appropriate Rule Code, Start and End dates, Rule Option, Calculation Method, and other relevant parameters.
Transactions within Switzerland and Lichtenstein (1160625, 1157638, 1174336, 1160623, 1102567, 1075008)
Goods and Service transactions between Liechtenstein (LI) & Switzerland (CH) will be treated as Domestic Transactions because they together form a common VAT country, which means that identical VAT law is applied in both countries. Export scenarios for taxability remain as is.
Custom product multi-zone date range (1155726)
The objective was to update the Cloud UI to ensure only the most recent and relevant date range is shown for each zone in Custom Product Categories, to complete the task we include a new business rule to ensure that
only one single date range is displayed for each zone
 on Custom Product Categories in the Cloud UI.
The main criteria for selecting a date range are its recency based on the
Start Date
 and the absence of an
End Date
, with the
Exempt
 flag being irrelevant. The implementation will involve a function to process date ranges per zone, applying these rules. If no valid date range is found, the UI will default to an empty edit page.
Duplicate Certificate for same customer (1079915)
Currently duplicate feature overrides the existing certificate in the certificate manager section, this addition would permit to the user the ability to copy a certificate to a given company or costumer, and then update the information, for example, if we already have an image and it is set for one state, but it is a streamline form shared between states.
Once the user selects it, it will open the window for add a new certificate and duplicate all the values for the certificate selected (including company, Tax Data Type, State/Country, certificate, Exempt reasons, Image of File uploaded as well as exempt use values), The only value that must not be copied will be "Certificate Number" since this is a unique value for all certificates.
Exemption Certificate – Exemption Flag (1087081)
The Customer Fully Exempt value used to determine if a customer is fully exempt is currently only visible within the customer details only, making necessary to go through every customer to know the status of the exception, or making a special report with the condition, with this change the value of the Customer Fully Exempt it would be displayed on the
Exception Certificate
 module under the column name
Customer Fully Exempt
.
TAX RATE FINDER FEATURE (1081417)
This release introduces a new functionality to generate a list of potential tax rates and fees associated with a valid address.
ABILITY TO ADD BASIS PERCENTAGE GREATER THAN 100% (334585)
Enabled the capability to enter a Basis Percentage value greater than 100% for all 3 Basis Percentage fields on Rules configuration page.
TRANSEDITOR SAVE CHECKMARK REPLACED WITH BUTTON (1088806)
To enhance workflow efficiency and user experience, the Save checkmark has been replaced with a prominent Save button. Additionally, we’ve relocated this button from Actions menu to Conditions section for better accessibility and visibility.

Fixes

Failed to Calculate Tax Error (1166130, 1168134, 1194099)
An issue was reported when TransEditor was applied at the invoice level for elements such as registration, end_use, etc. For such transactions, every line inserted an additional value, causing the array size in the audit message to increase and exceed the 250 maximum character limit.
This issue has been resolved and we have truncated the message to 250 characters. The system no longer fails to calculate tax on such invoices.
Lat Long Area Zone (1186823, 1168531)
An issue was identified where certain Latitude and Longitude coordinates (with fewer than 9 digits) were returning a Failed to Calculate Tax error, because the system was looking at Counties as a unique area rather than cities. This issue has been fixed. The engine now queries the lowest level of authority and matches against the unique area zone.
CM Customers – Enhancements for Step 2 Contact Information (913565)
Contact information (Certificate Manager, Customers, then Add Customer) was not being saved because first name, last name and email should be filled to be saved as they're mandatory, now the fields for First Name, Last Name & Email are optional along with all the other fields on Step 2.
Unable to update / add registration numbers in Cloud (1016690)
When customer Adding expire date to the Japan registration customer getting 412 error, It appears that this behavior can be observed when the costumer was attempting to ¨
End Date existing registration
¨ and ¨
Enter a new registration
¨ with valid Start Date at the same time, this release address the situation and both action can be manage without problem.
Unable to change company messaging levels in OneSource Determination (1090124)
When the costumer attempting to set the company messaging level in the ¨Companies, Company, then Tax Logic & Company Admin¨, appears to accept it, but when we leave the page and come back, we can observed that it back to the original value, with this release this miscommunication between the front and backend is resolved, now every change is the level of messaging is persistent.
Cannot Upload Images in Certificate Manager (1074642)
Selecting the resale certificates options in the certificate manager was a UI error that not allowed to upload the corresponding image for the certificate, this release addressed the problem and let the user continue with the creation process of any certificate.
CANADA INVOICES ARE NOT GETTING VALIDATED STUCK WITH 'TAX VARIANCE (1129856, 16596423, 16475834)
The fix was implemented to set accrual amount to zero, so that invoices are not being put on hold preventing the Customers to validate the invoices. In PST transaction, if Vendor Tax is either 0 or null, and Shipping or Supply address is not US, and the GST remains at 0, the accrual method is set to Pay VCT No Accrual, and accrual amount is set to 0.
UNABLE TO VIEW TRANSEDITOR GROUPS (16667992, 1088991)
The fix was implemented for an issue where users with View only or Standard User permissions were not able to see Trans Editor Groups list.
BRAZIL - CAPACITY ELEMENT ADDED TO SOAP 2020 XSD AND TAX API (1111496)
As a follow up, capacity element has been added to 2020 SOAP and tax API. The configurable flag "
Fee on Capacity Alternate Calculation
" under Company Admin Options was added as part of 2023.6.1 release. This is applicable to the Calculation method "
Fee on Capacity
."
BRAZIL - APPLICATION LOGIC CONSIDERS ADDRESS CHANGE WHEN TRANS EDITOR APPLIED (1101702)
With this fix, a change in address element for eg . LINE.SHIP_TO.STATE using Trans Editor is considered in the evaluation of taxes and the same is populated in the response.
ARGENTINA - CALCULATION METHOD GROSSED UP WITH GRADUATED RATES (1030241)
With this fix, calculation method "Grossed Up" works with all rate types - basic, graduated, and tiered and for different rate tiers. The system uses effective rate to calculate the graduated rates tax.
Incorrect EU VAT Registration Number displayed in Output for intra EU transactions (1019978, 1102009)
An issue was reported where transactions within the European Union (EU) displayed Ship From/ Seller Primary Country’s registration for Buyer Registration in the output, when the Ship To Country’s registration was not provided in the request.
This issue has been fixed, and when the Ship To/Buyer Primary registration is not provided in the input, the system displays another EU country’s registration number as Buyer Registration.
In addition, the system no longer returns an Intra Community Dispatch tax block for intra EU scenarios where the Middleman Registration for a country other than Ship From country, was not provided. This is because an Intra-Community Dispatch can occur only when there is an EU country registration provided for the Buyer (or Middleman in chain transactions) other than the Ship From Country. In such cases, the system now returns an Output VAT in Ship From location.
Override Amounts not applied when 0% graduated rate applied (1154686)
ONESOURCE Indirect Tax Determination allows users to override an amount or a rate, at the line or invoice level. An issue was reported where the system did not apply the override amounts in the case of Tiered and Graduated Rates, while the override applied correctly for Basic rates. This issue has been fixed.
Buyer registration and Tax Direction were not applied correctly for Switzerland and Lichtenstein (1174442)
An issue was reported for transactions within Switzerland and Lichtenstein where the Buyer Registration was not applying to the tax calculation and the tax direction was incorrect. This issue has been fixed.
Custom Rate and fee: Save and Cancel buttons disabled for new custom records (Hotfix 1214329)
There was a bug identified on May 2nd in the Rates & Fee page for Custom Authorities, where the user is not able to perform save or cancel buttons for a new record. The issue was introduced due to feature improvement and was resolved with hotfix deployment on May 6th within the release version 2024.03.01.
The fix underwent a thorough and rigorous testing phase to ensure both accuracy and reliability before being promptly released, and no data was affected.

Known Issues

Data Migration: TransEditor Group Data Export (1208214, 1177037, 1178311)
The enablement of data migration of TransEditor groups per record as mentioned above (1050129) have a few open defects:
  1. 1208214 – a user having View only role can also have access to the Export button. Ideally, a user having view role should not see this button. The current behavior will be such a user will cannot continue with the export process even though this button is visible to them.
  2. 1177037 – Please ensure that the export you are performing is for one unique company (say, company A) only. If you select row records for multiple companies (say, company A and company B), only the first company in the selection will be included in the exported data.
  3. 1178311 – When the export process is completed by the system, there is no message that appears on the UI to communicate that the process has been completed. Instead, the user will have to look in the downloaded folder location to confirm this.
We will correct these in a future release of Determination.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax

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