Determination 2024.2 Release Notes
Release highlights
Published: March, 2024
- The Company Admin Option ‘Fetching rules with Product Category’ will be enabled by default.
- A new Date Determination Feature.
New features
Company Admin Option ‘Fetching rules with Product Category’ is turned on as a default (1060456)
The Company Admin Option ‘
Fetching rules with Product Category
’ will be enabled by default. This is to ensure better performance of the tax engine by optimizing the rules query such that only the applicable rules for the Product are queried, rather than querying all rules. Going forward, if this option is not selected, it will operate as enabled. This will not impact any companies where this option is selected as N.
This option can be found as below:
Companies
, Select Company
, Tax Logic & Company Admin
, Options
, then Fetching rules with Product Category
.Document Rounding for multiple authorities in tax result (1042860)
When multiple tax authorities are triggered in the tax results, for instance Non-Liable tax block for Country A and a taxable result for Country B, the tax engine has been enhanced to consider the Document Rounding configuration of the authority that has a non-zero tax amount. In this case, it will consider the Document Rounding Configuration of Country B, not Country A.
note
Currency Rounding can be configured as below:
Configuration
, Currency Data
, Currency Rounding
, Add Currency Rounding
, then Select Company, Country, and Start Date
.BRAZIL - PIS-ST AND COFINS-ST TO ZFM/ALC - COMPANY ALTERNATE AND PIS/COFINS (983958, 983951, 993826, 993824)
This Feature addresses the calculation of the authority ‘
Brazil PIS-ST and Brazil COFINS-ST
’ in the scenarios with Business Supply=Yes and Company Option set ‘Brazil Alternative Taxable Basis’ or ‘Brazil - PIS and COFINS Taxable Basis’. This logic provides the ICMS “Desonerado” value deducted from the PIS-ST and COFINS-ST taxable basis, and the PIS-ST and COFINS-ST values is added to the taxable basis for ICMS-ST operations. For scenarios in which IPI is calculated, this value is considered in the BRAZIL PIS-ST and BRAZIL COFINS-ST taxable basis. Furthermore, for scenarios with ICMS-ST, once BRAZIL PIS-ST and BRAZIL COFINS-ST authorities are triggered and display the tax amount, that one must be integrated on the ICMS-ST Taxable basis.
This logic provides scenarios with Desonerado, as well as without Desonerado.
The Legislation that supports this Feature is: Law 11.196/05, Law 87/96, and Normative Instruction 2.121/22 (in-house legislation)
Date Determination (999079)
Date Determination (
Configuration
, Reference Data
, then Date Determination
) refers to the process of determining specific dates relevant to tax calculations and other financial transactions within an enterprise resource planning (ERP) system. This process involves converting dates provided by the ERP system into calculation-specific dates, such as Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date. Now the user can configure their own Custom Date Determination Rules and Logics, if necessary with the assistance of Consulting Services.
Date Determination Access and Roles (1025555)
The Date Determination module requires the Tax Data Provider and Tax Data Administrator roles to be enabled for the user. Both roles have been newly added to the standard role list.
New UI for ERP Code Mapping
- Ungrouped all actions grouped in the “More” button and displayed them as icons along with the existing edit icons. Edit, Add New Condition, Reorder Mapping, Copy and Delete icon are now visible with tool tips in the Actions column.
- Removed the “+” icon and its functionality of expanding and collapsing additional mapping information (conditions within mapping) below the row.
- Removed the number badge from the “Mapping Name” column and instead created a new column to include the number of conditions such as “1 condition”, “2 conditions” and etc.
New UI for Lookup Lists
- Info button is removed and created a new column named as “Description” to show the description text.
- Ungrouped all actions grouped in the “More” button and displayed them as icons along with the existing edit icons. Edit, See Values and Delete icon are now visible with tool tips in the Actions column.
- “View Mapping” hyperlink and number badge should be replaced as “1 Mapping”, “2 Mapping” and etc.
New UI for Application Messages
Application Messages feature’s UI upgraded without change in any functionality or addition/removal of any column, link or button.
Fixes
Sales Tax holiday Exemptions were not applied correctly (1085327)
An issue was identified where the exempt amount was not applied for rate tier exemptions such as Sales Tax Holiday exemptions. Instead, it was considered as non-exempt with a 100% taxable basis and a 0% tax rate was applied. These types of exemptions are typically handled by special tiered rates, with the lowest rate tier being exempt. The issue is fixed now, and the exempt amount is being reflected accurately.
Low Value Goods (LVG) logic was not triggered for New Zealand (1026661)
An issue was identified where the Low Value Goods (LVG) threshold was not evaluated for New Zealand Dollars or for any transactions with New Zealand as the Ship To authority. This issue has been fixed now and the LVG threshold is being applied correctly to New Zealand authorities and the New Zealand Dollar.
Invoices were not stored when multiple lines were passed with duplicate line numbers (1056751)
An issue was identified where ONESOURCE Indirect Tax Determination returned an unknown error when multiple lines in an invoice were passed with the same line number. This caused an issue because while the logs were not showing the error, the invoices were not audited and not available in Reporting. This issue has been resolved now and the system will return an error related to duplicate lines.
An unsupported parameter, ‘Freight On Board’ was being considered in XMLInvoice endpoint (1036553)
An issue was identified where if an invoice contained ‘
Delivery Terms
’ and ‘Freight on Board
’, the ‘Freight on Board’ was being utilized instead of the ‘Delivery Terms’, leading to inaccurate tax results. ‘Freight on Board’ is a parameter that is no longer supported by Content. This issue has been resolved for XMLInvoice so that the tax engine now disregards ‘Freight on Board’ if it is present in the request or input transaction.NO ZONE TREE MATCH error when the State provided in one of the address elements was in lowercase (e.g. texas) (1062164)
An issue was identified where ONESOURCE Indirect Tax Determination returned a ‘
NO ZONE TREE MATCH
’ error when the Order Acceptance State was in lowercase (e.g., texas instead of Texas). This would result in an error from the engine such that the Order Acceptance City could not be found under the State. This issue has now been resolved, and the system converts the address information from the request to uppercase before searching for the zone match.Known Issues
There are no known issues in this release.
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