Workarea actions and D2C Merge
Follow the instructions for setting up a D2C merge.
To set up a Determination to Compliance (D2C) Merge in Sales and Use Tax Compliance:
- Go to .
- Create or select a merge template.
- Select your parameters forWorkareaname, dates, filing period, and binder selection.ForDate Type:
- Transaction Date: The date range is based on the date the tax calculation occurred for the document or invoice.
- Fiscal Date: The date range is based on the fiscal dates indicated by each transaction.
- Invoice Date(document date): The date range is based on the document dates.
note- You'll need to perform the D2C merge manually each month; no automated process is currently available.
- The merge template saves most configuration settings, including place determination options, charts, companies, tax types, and regions.
- Period details such as interval, start date, and end date are selected by default.
- Select the charts and methods forPlace Code Determination.
- System Defaults: Selected by default for place determination, this option lets Sales and Use Compliance to use D2C place codes that have corresponding mappings in Sales and Use Tax Compliance content.
- Business Location Code: Select this option if your business has multiple physical locations with Tax Areas configured in Location Configuration. When selected, the system prioritizes the tax area from the Business Location over the D2C place code.
- Place Code: Select this option if you have created a Place Code chart to override the default tax area mapping for D2C place codes.
- Default Exemption Type: Categorizes exemptions processed without a specific exemption code. Set this to reflect your business's most common exemption (for example,RESALEfor wholesalers,CLOTHINGfor clothing retailers, orFOOD FOR HOME CONSUMPTIONfor grocers).
- Entity Codes: Use this chart when (1) consolidating multiple Determination companies into a single Compliance entity, or (2) the Entity Code in Compliance doesn’t match theDetermination ExternalCompanyId.
- Place Codes: Use this chart to modify tax area mappings for D2C place codes. This may be necessary to resolve errors from default mappings. It may also be needed to meet specific requirements. For example, you might exclude a geographical district that doesn't apply to your business due to tax incentives or other circumstances.
- Tax Codes: Use this chart to adjust tax code mappings for D2C tax codes. This may resolve errors from default mappings or address specific needs, such as excluding taxes that don’t apply to your business due to geographic settings or tax incentives.
- Tax Types: Use this chart to recategorize tax types from their default mapping. Common scenarios include reclassifyingSALES as SELLERS USEbased on nexus, or adjusting tax types for special state reporting requirements where the product or transaction requires different reporting.
- Exemption Codes: Use this chart for custom-defined exempt reason codes in Determination or to recategorize exemption types from their default mapping. This may be necessary for special state reporting requirements where the product or transaction requires different exemption reporting.
- Default Exemptions: Gives mapping default exemption types by state jurisdiction and/or tax type. This provides enhanced control by letting the same D2C code to be reclassified into specific exemption types for each state and adjusted by transaction tax type.
- Select compliance option charts and method for the merge.You can select 1 or more companies by selecting the+icon.noteYou can run a merge for multiple companies simultaneously.
- Companies: Select 1 or more companies for which you have permissions in both Sales and Use Tax Compliance and Indirect Tax Determination. Note that the available companies list may not include all entities in your work area or all accessible companies in either application. You can run the D2C merge for a specific company or for all companies simultaneously.
- Regions: SelectAll Regionsor specific regions. If you change the Company or Regions selection, save your changes before proceeding.
- Tax Types: Select specific tax types (such as Sales, Use, or Rental) or select all tax types needed.
- Transaction Types: Select specific transaction types (such as Goods, Services, or Rentals) or select all transaction types needed.
- Rate Code: Select all rate codes or a specific list of codes. After configuring all settings, save the template and selectMerge. Upon successful submission, a green banner message shows "Merge request submitted successfully." You are directed to theD2C Tax Mergedashboard, which shows the merge status. After the merge completes, you can use theActionscolumn to export the extract log, roll back the merge, export the error log (if errors occurred), or review and edit the merged data. You can also review data inJournal Views.
- Error Log: A comma-delimited CSV file containing a header row with Line Number, Field, and Error columns.
- Rollback: Removes data previously uploaded to Sales and Use Tax Compliance through the D2C merge.
- Extract Log: An extract of the source data pulled into Sales and Use Tax Compliance by the D2C merge.
- Review: Lets you review and edit transactions uploaded through the D2C merge to address any data issues.
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