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Set tax logic preferences and company administrator options

Option
Description
Values
Address Validation Mode
This option's reserved for future use.
Select
turn off address validation
,
Maximum address validation
, and
Minimum address validation
.
Grant U.S. Addresses Without Country Of U.S.
Determines the behavior used if a country isn't specified within an address. This option applies to all address types.
  • Ship From
  • Ship To
  • Order Origin
  • Order Acceptance
  • Bill To
  • Supply Middleman
  • Seller Primary
  • Buyer Primary
When set to Yes, U.S. (United States) is used as the country for any address where the country element isn't specified but other elements are specified.
When set to No, a country needs to be specified for any address where other elements are specified. If a country isn't specified, the transaction fails.
Select Yes No
Audit Address Data Used In Transactions
Determines whether the address data used in transactions is written to the audit database.
Set this option to Yes (the default) to turn on writing of the address data to the audit database. This option needs to be set to Yes to view address data in Reports & Analytics.
Address data's not stored in the audit database when this option's set to any other value.
Select Yes No
Audit Address Validation Message
Determines whether address validation messages are written to the audit database.
Set this option to Yes to turn on writing of the address data to the audit database.
Address validation messages aren't stored in the database when this option's set to any other value.
Select Yes No
Audit All Messages Regardless Of Type And Severity
This set up grants auditing of all invoice messages, regardless of the company message threshold.
Set this option to Yes to grant auditing of all messages regardless of the set up of the company's message threshold.
Select Yes No
Audit Allocation Actions Applied To Transactions
Determines whether allocation actions are written to the audit database.
Set this option to Yes to turn on writing of allocation actions to the audit database.
Allocation actions aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Authority Attributes Used In Transactions
Determines whether authority attributes are written to the audit database.
Set this option to Yes to turn on the writing of authority attributes to the audit database.
Authority attributes aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Authority Types Returned In Transactions
Determines whether authority types are written to the audit database.
Set this option to Yes to turn on writing of authority types to the audit database.
Authority types aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Calculation Messages
Determines whether calculation messages are written to the audit database.
Set this option to Yes to turn on the writing of calculation messages to the audit database.
Calculation messages aren't stored in the audit database when this option is set to any other value.
Select Yes No
Audit End Uses Applied To Transactions
Determines whether end-use data is written to the audit database.
Set this option to Yes to turn on writing of end-use data to the audit database.
End-use data isn't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Internal Messages
Determines whether internal messages are written to the audit database.
Set this option to Yes to turn on writing of internal messages to the audit database.
Internal messages aren't stored in the audit database when this option is set to any other value.
Select Yes No
Audit Invoice Validation Messages
Determines whether invoice validation messages are written to the audit database.
Set this option to Yes to turn on the writing of invoice validation messages to the audit database.
Invoice validation messages aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Jurisdiction Determination Messages
Determines whether jurisdiction determination messages are written to the audit database.
Set this option to Yes to turn on writing of jurisdiction determination messages to the audit database.
Jurisdiction determination messages aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Key Mode
Determines the key used by Determination to look up documents.
Select Primary Natural Key Only Use Both Natural Keys
Audit Licenses Applied To Transactions
Determines whether licenses (other than operating licenses) are written to the audit database.
Set this option to Yes to turn on writing of licenses to the audit database.
Licenses aren't stored in the audit database when this option is set to any other value.
Select Yes No
Audit Operating Licenses Applied To Transactions
Determines whether operating licenses are written to the audit database.
Set this option to Yes to turn on writing of operating licenses to the audit database.
Operating licenses aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit Servlet Messages
Determines whether servlet messages are written to the audit database.
Set this option to Yes to turn on the writing of servlet messages to the audit database.
Servlet messages aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit TransEditor Actions Applied To Transactions
Determines whether TransEditor actions are written to the audit database.
Set this option to Yes to turn on writing of TransEditor actions to the audit database.
TransEditor actions aren't stored in the audit database when this option's set to any other value.
Select Yes No
Audit User Interface Messages
Determines whether user interface messages are written to the audit database.
Set this option to Yes to turn on writing of user interface messages to the audit database.
User interface messages aren't stored in the audit database when this option's set to any other value.
Select Yes No
Brazil - Alternative Taxable Basis
Provides an alternative calculation method to exclude ICMS from the taxable basis for PIS and COFINS authority calculations.
The alternative method readjusts the factor for ICMS, FCEP II, FCEP, DIFAL, and IPI, altering their tax amounts and the PIS/COFINS base.
If no value is selected, the default calculations for seller or buyer transactions that include ICMS in PIS and COFINS taxable basis apply.
This option is in addition to the Brazil - PIS and COFINS Taxable Basis company administrator option. Both of these options can't be set at the same time for a company.
After set up, the Brazil - Alternative Taxable Basis company administrator option can be overridden using the ICMS_INCLUDE flag at the line and invoice level using TransEditors.
This flag can be set to True through an Action expression for a given condition in TransEditors so that the PIS and COFINS taxable basis is calculated as per the default (factor) calculations.
The default calculations include ICMS in their taxable basis and, as a result, override the company administrator option after the condition is satisfied.
Select ICMS_EXCLUDE - SELLER ICMS_EXCLUDE - BUYER ICMS_EXCLUDE - BOTH
Brazil - PIS and COFINS Taxable Basis
Provides an option to exclude ICMS from the taxable basis for PIS and COFINS authority calculations. Use this option if you don't want to create custom rules to attain the same results.
When this option is set to ICMS_EXCLUDE - SELLER, the tax engine removes ICMS from the taxable basis of PIS and COFINS for seller operations (for example, Order to Cash (OTC) scenarios).
When this option is set to ICMS_EXCLUDE - BUYER, the tax engine removes ICMS from the taxable basis of PIS and COFINS for buyer operations (for example, Purchase to Payment (P2P) scenarios).
When this option is set to ICMS_EXCLUDE - BOTH, the tax engine removes ICMS from the taxable basis of PIS and COFINS for both buyer and seller options (for example, both OTC and P2P scenarios).
Select ICMS_EXCLUDE - SELLER ICMS_EXCLUDE - BUYER ICMS_EXCLUDE - BOTH
Calc Dir R: Populate Gross Amount With Calculated Amount
Used with reverse-from-tax transactions.
When this option is set to Yes, Determination - Enterprise Cloud populates the line gross amount in the XML output with the unrounded value of the calculated gross amount.
If you provide a gross amount in the XML field, Determination replaces it with the value of the calculated gross amount. If you don't provide a gross amount in the XML field, the calculated gross amount is inserted into the line gross amount element in the XML output.
When this option is set to No, the Determination default behavior is to return the gross amount you provide in the XML field. If you don't provide a gross amount in the XML field, you don't receive the gross amount element in the XML output.
While this option affects the gross amount value returned in the XML output, it has no effect on the audit data, which includes the records for both the calculated gross amount and the gross amount (if you provided it).
Select Yes No
Calc Dir T: Populate Gross Amount With Calculated Amount
Used with reverse-from-tax transactions.
When this option is set to Yes, Determination populates the line gross amount in the XML output with the unrounded value of the calculated gross amount.
If you provide a gross amount in the XML field, Determination replaces it with the value of the calculated gross amount. If you don't provide a gross amount in the XML field, the calculated gross amount is inserted into the line gross amount element in the XML output.
When this option is set to No, the Determination default behavior is to return the gross amount you provide in the XML field. If you don't provide a gross amount in the XML field, you don't receive the gross amount element in the XML output.
While this option affects the gross amount value returned in the XML output, it has no effect on the audit data, which includes the records for both the calculated gross amount and the gross amount (if you provided it).
Select Yes No
Company Roles For Document Rounding
Select the company role (seller, buyer, or middleman) or combination of roles for use with document rounding.
At the company level, this option controls the applicability of document rounding based on the company role established on a transaction. If a role isn't selected for this option, document rounding applies to all company roles.
For example, this option can be used when document rounding is applicable to a transaction that uses Seller as the company role.
This option prevents the application of document rounding to transactions that use the Buyer as the company role, and avoids a discrepancy in some cases between the transaction tax record in the ERP General Ledger and the Determination audit database.
Select Buyer Middleman Seller Buyer and Middleman Buyer and Seller Middleman and Seller
Consider for Invoice Exemptions
Provides Determination with the ability to consider exemptions at the document invoice level when there is no valid exemption at the document line level.
When this option is set to No, Determination considers the line level customer by default, provides an exemption if the exemption criteria is met, and ignores any customer present at the invoice level.
When this option is set to Yes, the following applies:
  • If the line level customer doesn’t provide a full or partial exemption, then Determination additionally evaluates the one provided at the invoice level. If there is one at the invoice level that qualifies for an exemption, then Determination applies the appropriate exemption.
  • If the line level customer provides a full or partial exemption, then Determination considers it and doesn’t evaluate the customer at the invoice level.
Select Yes No
Company Administrator option - COUNTRIES_USING_POSTCODE_LOOKUP_POLICY
A configurable company-level parameter in the Enterprise Cloud application.
It lets users control tax calculations for exempt customers and ensures consistency with the On-Premises version during migration.
  • The parameter is added in the administrator options of the company.
  • Users can enter comma-separated 2-character country codes in the value field.
  • Only text values are allowed in the value field.
  • The parameter controls postcode and city evaluation in countries other than the U.S..
  • It uses Determination's default logic for postcodes and cities.
  • Country code is required. An error message will appear if no code is provided.
  • Only 2-character country codes are accepted, separated by commas (for example: U.S., CA, GB).
  • Only alphabetic characters are allowed; numbers aren't permitted.
  • The parameter value isn't case-sensitive and can accept both upper and lower cases.
  • If set, ensure that your source system supplies postcode data for the selected countries.
  • The default setting is Null (Off).
  • The parameter value can be a single country code or a list of country codes.
  • When set, the system completes addresses from the ZIP Code in Ship To or Ship From address in transaction requests and triggers authorities based on the address for correct tax calculation.
N/A
Default bulk designation for a merchant
N/A
Select Yes No
Determine Date Types Used For Movement Date
Determines the default behavior to use if date determination logic and rules are not used to specify the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date.
When this option is set to Yes, Determination uses the 1st available date from the following list:
1. Original movement date
2. Movement date
3. Original invoice date
4. Invoice date
When this option is set to No, the invoice date is used to specify these dates when the applicable date determination logic and rules are absent.
Select Yes No
Turn on Processing Of Non-Standard Rate Codes For Custom Authorities And Cascading Rules
Some fees authorities as well as food and beverage authorities don’t use standard rate codes (CU, SU, or ST). Rather, they use a no-tax rule to prevent tax assessment when not applicable and to prevent the application of default state cascading tax rules.
When this option is set to turn on processing of non-standard rate codes for custom authorities and cascading rules, custom cascading rules are checked to determine if the rule being processed is a custom cascading rule or if the authority being processed is a custom authority. Processing time for calculations is slower when this set up is used.
Select don't turn on processing of non-standard rate codes for custom authorities and cascading rules if you don't need to check the application of cascading rules for these authorities.
Select turn on processing of non-standard rate codes for custom authorities and cascading rules don't turn on processing of non-standard rate codes for custom authorities and cascading rules
Turn on Return of Output Tax Blocks on Purchase Transactions
N/A
Select Yes No
Turn on Tax Response Filter
Determines whether Tax Response Filters are enabled for the company.
When this option is set to Yes, Tax Response Filters are enabled.
Tax Response Filters aren't enabled when this option is set to any other value.
Select Yes No
Turn on Total Landed Cost Calculation
N/A
Select Yes No
Turn on Unified Logging
Determines whether the Unified Logging feature is enabled.
When this option is set to Yes, the Unified Logging feature is enabled.
The Unified Logging feature isn't enabled when this option is set to any other value.
Select Yes No
Enables Simple Registrations Such As DE Rather Than Full Number
For authorities, determines whether the simple registration mask rather than the standard registration mask is used for validating registrations.
When this option is set to Yes, the simple registration mask is used for validating registrations.
Simple registration masks can be passed in and used in tax calculations but can't be entered on the Registrations page for a company.
Select Yes No
EU Place Of Supply Tax Handling
Determines the tax result that is returned in the XML output for invoice printing, audit, and reporting purposes.
For example, VAT rules include the following reverse charge provision: VAT on B2B cross-border supply of services (the buyer and seller are in different EU member countries) is self-assessed by the buyer.
By default, the seller's country tax results are returned. If this result meets your needs, you don't need to set up this option.
Set this option SELLER_LOCATION to include the VAT results for a registered seller in a different EU member country than the buyer.
Set this option to BUYER_LOCATION to include the VAT results for a registered buyer in a different EU member country than the seller.
Set this option to BOTH to include the VAT results for the registered buyer and seller.
Select SELLER_LOCATION BUYER_LOCATION BOTH
Evaluate International Custom Authorities Past Zone Termination
N/A
Select Yes No
Exclude Exchange Rates from export
N/A
Select Yes No
Exclude IM, RC, And AC Tax Types When Creating Expense Tax Blocks
Determines whether an expense tax block is created when the tax type is IM (Import), RC (Reverse Charge), or AC (Acquisition).
When this option is set to Yes or isn't set, an expense tax block isn't created when the tax type is IM, RC, or AC.
When this option is set to No, the NR tax block is created for all tax types.
Select Yes No
Fetching rules with product category
N/A
N/A
Get Invoice Tax Summaries
Determines whether data from the TB_INVOICES table is consolidated for non-taxable basis, exempt amount, and tax rate.
When this option is set to Yes, data is consolidated.
When this option is set to No, data isn't consolidated.
Select Yes No
Include International Custom Authorities Past Terminate Processing Zones
Determines whether non-U.S. custom authorities are included for consideration in tax calculations if they are found before the termination zone.
This option works in combination with other settings.
When this option is set to Yes, non-U.S. custom authorities are included for evaluation if they are found before the termination zone.
When this option is set No, non-U.S. custom authorities are excluded for evaluation if they are found before the termination zone.
Select Yes No
Include U.S. Custom Authorities Past Terminate Processing Zones
Determines whether U.S. custom authorities are included for consideration in tax calculations if they are found before the termination zone.
This option works in combination with other settings.
When this option is set to Yes, U.S. custom authorities are included for evaluation if they are found before the termination zone.
When this option is set to No, U.S. custom authorities are excluded for evaluation if they are found before the termination zone.
Select Yes No
Match Customers Based On Number, Name, Or Both
Determines whether customer lookups are based on the value of the <CUSTOMER_NUMBER> XML field element only.
When this option is set to Yes, only the value of the <CUSTOMER_NUMBER> XML field element is considered. The <CUSTOMER_NAME> XML field element is ignored.
When this option is set to No, the value of the <CUSTOMER_NUMBER> and <CUSTOMER_NAME> XML field elements are considered.
If both elements are present in a transaction, both values need to match a Determination customer.
If only 1 element is present in a transaction, only the value for the element that is present in the transaction must match a Determination customer.
Select Yes No
Negate Taxes for Vat
Helps you avoid the confusion of seeing 2 positive VAT tax values result in a 0.00 total tax amount.
When this option is used, negative tax values are shown in the output (O) direction and positive tax values are shown in the input (I) direction when both tax block directions (input and output) are present.
The criteria for this option include:
  • This option is primarily for EU countries using VAT.
  • This option needs to be set to Yes if you want to show negative tax values for VAT tax in the output (O) direction.
  • This option is applicable only when the company role is Buyer.
  • This option is used only when both tax block directions are present.
Select Yes No
Override Bottom-Up Termination For Custom Authority Type
Determines whether the bottom-up terminates processing behavior in the zone tree is overridden.
N/A
Post VAT Non-recoverable amount
Determines whether or not to create an expense tax block in the XML output for the purpose of GL reconciliation when the input recovery specified by the rule applied to a transaction is less than 100 percent.
When this option is set to Yes, an expense tax block is created.
When this option is set to No, a tax block isn't created.
Select Yes No
Return Zero Rate For Exempt Transactions
Sets the <TAX_RATE> returned in a transaction that was exempted because of an exempt customer or certificate.
When this option is set to No, the tax rate on the rule is the result. For example, if the tax rate on the rule is 6.25 percent then the tax rate returned in a transaction is <TAX_RATE>6.25</TAX_RATE>.
When this option is set to Yes, the tax rate is set to 0. For example, <TAX_RATE>0</TAX_RATE>.
Select Yes No
Save Input XML To Audit Database
Determines whether the XML input submitted with a transaction is stored along with the calculation results in the audit database.
When this option is set to Yes, the XML field submitted with a transaction is stored along with the calculation results in the audit database.
When this option is set to No, the XML field submitted with a transaction isn't stored in the audit database.
The result of a reversal is always blank regardless of how this option is set.
Select Yes No
Select Authority Rule By Commodity Code
Determines the behavior for matching a product code.
When this option is set to No, the 1st match is selected.
When this option is set to Yes, all rules are evaluated by the product code first then the rule order. Rules are sorted by the product code in each custom and standard list. All lists are evaluated for the best match rather than stopping at the 1st match.
For example, the following product codes may be evaluated:
Custom rule 1: Order=100;ProdCode=81 (custom)Standard rule 2: Order=5000;ProdCode=811112 (standard)
A line item with the product code of 81111201 uses standard rule 2 because it is a closer match than custom rule 1.
Select Yes No
Set Hierarchy Delimiter For Product/Exemption Imports
Select the single-character delimiter to use when specifying the product category, product zone, and exemption certificate zone hierarchies using the import format of the Export and Import feature.
Select . > ? / @ # % ^ & * ( ) +
Turn On Establishment For All INTL Authorities
Sets the default establishment status that new international authorities and zones inherit when they are imported into Determination through Content Updates.
When this option is set to Yes, the default establishment status is set to Yes for international locations.
When this option is set to No, the default establishment status is set to No for international locations.
The set up selected for this option doesn’t override any values configured for established authorities.
Select Yes No
Turn On Establishment For All U.S. Authorities
Sets the default establishment status that new U.S. authorities and zones inherit when they are imported into Determination through Content updates.
When this option is set to Yes, the default establishment status is set to Yes for U.S. locations.
When this option is set to No, the default establishment status is set to No for U.S. locations.
Select Yes No
Use Business Supply Flag for B2B Determination
Sets the Business Supply flag to indicate B2B or B2C rather than VAT registration for supply of services transactions in the EU.
If enabled, a sell-side transaction is treated as B2C if the Business Supply flag is set to No. If the Business Supply flag is set to None or Yes, the transaction is treated as B2B.
The absence of a buyer registration automatically causes Determination to treat the transaction as B2C, unless the company configuration is enabled to override the registration criteria, in which case, the Business Supply flag is required.
Select Yes No
Use Post Version 5.1.1 Tax Type
Grants implementation of the following tax types added after version 5.1.1 for EU buyer services:
  • ER - Intra EU Reverse Charge
  • IR - International Reverse Charge (supplier outside the EU)
  • IC - Intra Company
  • UN - Unregistered Seller
  • VG - VAT Group
When this option is set to Y, the tax types implemented after version 5.1.1 are used.
When this option is set to N, the tax types available in version 5.1.1 and previous releases are used.
Select Yes No
Write Input XML to Log File
Determines whether all incoming XML is logged to a log file separate from the sabrix.log.InputXML.log file.
When this option is set to Yes, all incoming XML is logged to a log file separate from the sabrix.log.InputXML.log file.
When this option is set to No, all incoming XML isn't logged to a log file separate from the sabrix.log.InputXML.log file.
Select Yes No

This article applies to:

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

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