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Authorities

Set authority options

important
You must have the advanced configuration admin role to access authority options. This role's intended for advanced users because changing the authority options settings can dramatically alter tax results.
Authority options have several pieces of information that drive calculation results. You can use the authority options to:
  • Control voluntary tax situations and tax categorizations.
  • Modify the custom authority behavior by changing the value of 1 of the options associated with the template used to create the authority.
  • Perform VAT overrides for custom interpretation of transaction tax laws, such as application of reverse charge rules, non-established taxable persons (NETP), exceptions and VAT groups.
    note
    For VAT purposes, you may want to turn off an authority if it doesn't pertain to your transaction.
important
An important concept to understand is that when you make an edit, you're creating a custom entry. If another edit's performed on the same item from the
Standard
 tab, you'd now have 2 values set. The original edit's not being overwritten. It's creating another. Therefore, it's best practice to review the Custom tab first to determine a change has previously been made. You may want to overwrite the value of a custom authority instead of creating another. Proceeding to the
Custom
 tab will show all custom authority items that have been created.
  1. Go to
    Configuration
    ,
    Authorities
    , and then
    Authority Options
    .
  2. Select the
    Custom
     tab to determine if the item to edit's already a custom authority. If not, return to the
    Standard
     tab.
  3. Select the
    Tax Data Type
    .
  4. Enter a value for
    Country if required
    .
  5. Select the
    Company
    .
  6. You can make changes to the
    Condition
    ,
    Value
    ,
    Start Date
    , and
    End Date
    .
    1. Condition
       indicates the type of transaction regarding jurisdictions, such as Domestic, Foreign, Both, South, and North.
    2. Value
       indicates if the authority's enabled or what element's evaluated by Determination for the purpose of tax determination (registration or establishment).
    3. Start and End Dates
       indicate a specific timeframe to apply an authority.
  7. Select
    Save
    .

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax
  • Subject: Authorities,Setup