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Reference data

Date Determination

When you send dates from your ERP system, Determination converts them into calculation-specific dates for tax processing. The following table explains the different dates you can send from your ERP to Determination.

Key requirements

  • Always include the
    Invoice Date
     in your input XML to generate a tax calculation.
  • All other dates are optional.
  • If you only provide the Invoice Date, Determination will apply its default logic or your configured date rules to set the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date.

How Determination uses dates

The system uses your date inputs for currency conversion, applying tax rates and rules, validating exemption certificates, and performing other date-specific calculations.
Date type
Description
Used in calculation?
Invoice Date
Always required, no matter the document type (invoice, quote, movement, or any other type of document).
Yes
Movement Date
Indicates when goods move physically or logically between locations/entities.
Yes
Original Invoice Date
Date of the original invoice.
Yes
Original Movement Date
Date of the original movement.
Yes
Tax Determination Date
Used to determine which tax rules and rates apply. If you set the configuration parameter
TAX_DATE_DEFAULT_MOVEMENT_DATE
 to
Y
, Determination selects the 1st available date from this list:
  1. Original Movement Date
  2. Movement Date
  3. Original Invoice Date
  4. Invoice Date
The system includes this date in the output for printing.
Yes
Tax Exchange Rate Date
Date used to apply the relevant currency exchange rate for the transaction. Included in output for printing.
Yes
Tax Point Date
Date when the tax liability is established. Mainly used for reporting. Included in output for printing.
No
Fiscal Date
Optional date for business-specific needs, such as revenue recognition.
No

How Date Determination works

In simple scenarios, Determination may use the Movement Date or Invoice Date to set the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date—often making all 3 dates the same. However, individual authorities or your business processes may need more advanced date handling.
You can configure this complex date handling using Date Determination. For example, you can configure fallback logic with the
TAX_DATE_DEFAULT_MOVEMENT_DATE
 configuration parameter. This parameter tells Determination whether to use the Invoice Date or Movement Date when no specific date rules apply to a transaction.

Date Determination components

  • Date Logic:
     As a Tax Data Provider, you can view or define logic that determines the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date for a transaction.
  • Date Rules:
     Use this page to map logic expressions to transactions that meet specific criteria.
note
To access the Date Determination module, you must turn on both the Tax Data Provider and Tax Data Administrator roles for your user or company.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax

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