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  • Product: ONESOURCE Determination,ONESOURCE Indirect Tax

Response editor user guide

Learn how to configure the Response Editor to add custom reporting codes to the Determination response after tax calculation.
The Response Editor in ONESOURCE Indirect Tax Determination Enterprise Cloud is a flexible, post-calculation editing mechanism for tax response elements.
note
It lets you enrich the Determination response after tax has been calculated, to support dynamic business needs such as country-specific reporting codes, ERP integration, and compliance with evolving tax regulations.
Each Response Editor contains one or more condition sets. A condition set defines an If/Then rule: when the conditions you specify are met, the actions you define are triggered on the response. This guide walks you through the feature as it works today, from enabling the required company setting to building your first condition set and seeing the result in the response.
Turn on the company setting
The Response Editor feature works, and the reporting codes you configure appear in the response, only when the company option
Enable Tax Response Reporting Codes
 is turned on. Turn on this option for each company that will use the feature before creating any editors.
  1. Go to
    Companies
     and search for the company you want to work with.
  2. Select the company name to open its configuration.
  3. Open the
    Tax Logic and Company Admin
     tab.
  4. Under
    Company Admin Options
    , set the option
    Enable Tax Response Reporting Codes
     to the value
    Yes
    .
  5. Save the configuration.
Open the response editor
Once the company option is enabled, go to the Response Editor landing page.
  1. Go to
    Configuration
    Advanced Setup
    Response Editor
    .
  2. If no editors exist yet, the landing page shows only the
    Add Tax Response Editor
     button.
  3. Select
    Add Tax Response Editor
     to begin.
  4. Select the company you are working with.
  5. Select the response group. Currently only the default response group is available for the Tax Response Editor.
Step 1: Enter the editor information
The Editor Information page captures the identifying details of the editor and the authority it applies to. The required fields are
Editor name
,
Authority
, and
Start date
.
To complete this page, enter an editor name and, optionally, a description. Then select
Search authorities
 and select the
Country
,
Province
, and
Authority
 in turn (for example, Canada, then Alberta, then the Alberta authority). Once selected, the Country, Province, and Authority fields are populated and locked for the editor. Select a
Start date
; an
End date
 is optional. Select
Save
.
note
Each Response Editor is tied to a single authority. To apply configuration to a different authority, create a separate editor for that authority.
Step 2: Build a condition set
After you save the editor information, the Condition Sets page opens with a default first condition already in place: the authority you selected. For example, this is
If LINE.TAX.AUTHORITY_NAME Equal to Alberta
. This 1st condition is read-only and anchors the condition set to your selected authority.
A condition set has 2 parts. Use the
If
 section to define when the rule applies, and the
Then
 section to define what happens when it does.
  • In the If section, select
    Add condition
     to add a criterion. Select an
    Element / expression
    , an
    Operator
     (for example, Equal to), and a value. The value can be a
    Constant
     (a fixed value you type) or another Element/expression.
  • Additional conditions are joined with
    And
    , so every condition in the set needs to be met. Example:
    LINE.COMMODITY_CODE Equal to the constant G01
    .
  • In the Then section, select
    Add action
     to define what to set when the conditions are met. Select the
    Target Element
    , an
    Operator
    , and a value (Constant or Element / expression). You can populate up to 5 reporting codes.
  • Example actions: set the 1st reporting code to
    123
     and a 2nd reporting code to
    345
    .
  • Select
    Save
     to store the condition set.
  • Select
    Add condition set
     to create additional If/Then rules within the same editor, then
    Save
    .
View the reporting code in the response
When a transaction meets the conditions in a condition set, the configured reporting code is written to the Determination response. Reporting codes appear within the
REPORTING_CODES
 element, where each code is represented by a
REPORTING_CODE
 entry containing a
NAME
 and a
VALUE
.
For example:
<REPORTING CODES>
<REPORTING_CODE>
<NAME> LINE.TAX.REPORTING_CODES.REPORTING_CODE_1 </NAME>
<VALUE> BrazilCOF1 </VALUE>
</REPORTING_CODE>
</REPORTING CODES>
In this example, the
NAME
 identifies the element you configured (
LINE.TAX.REPORTING_CODES.REPORTING_CODE_1
) and the
VALUE
 (
BrazilCOF1
) is the value set by the editor action. Remember that reporting codes appear in the response only when the
Enable Tax Response Reporting Codes
 company option is turned on.
Edit and remove actions
To change an action after it has been added, use the 3-dot menu to the right of the action.
  1. Select the 3 dots to the right of the action you want to change.
  2. Select
    Delete
     to remove the action.
  3. Select
    Add action
     to re-create the action with the new value.
note
Direct in-place editing of an existing action is not available today; update an action by deleting it and adding it again.
Current limitations
The Response Editor is being enhanced over time. Keep the following current behaviors in mind while configuring editors.
  • The 3-dot menu on an action supports
    Delete
     only. In-place editing of actions is planned for a future release.
  • There is no validation to prevent empty action sets, so a condition set can currently be saved without any actions configured. Validation is planned for a future release.
  • Some output elements are not yet supported in these conditions. Coverage is being expanded in ongoing patches.