When you set up a tax type, you must indicate whether the system is responsible for automatically maintaining obligations for tax roles of that tax type. The logic to create and maintain obligations is governed by plug-ins on the tax role business object. Only tax types that whose tax role applicability is set to Required may be configured to maintain obligations.
The product provides two tax type business objects that support maintaining obligations: Variable Calendar Tax Type and Asset Based Tax Type. The following points describe maintain obligation configuration supported by both business objects:
Different tax type may have different requirements for when their obligations are created. The Obligation Maintenance Control option value of Monitored indicates that the deferred monitor on the tax role periodically reviews active tax roles and creates the next obligation. A value of Adhoc indicates that a separate Adhoc batch job is responsible for creating the next obligation for all the tax roles in the tax type when run.
Different tax type may have different requirements for whether the next obligation to create should be the one that covers the current period or not. The Last Obligation Control option value of Through Current Period indicates that obligations are created up to and including the period that ends after the current date. A value of Through Next Period indicates that obligations are created up to and including the period that starts after the current date.
Different tax type may have different requirements for whether the next obligation to create should be the one that covers the current period or not. The Last Obligation Control option value of Through Current Period indicates that obligations are created up to and including the period that ends after the current date. A value of Through Next Period indicates that obligations are created up to and including the period that starts after the current date.
The following points highlight additional configuration available on the Variable Calendar Tax Type:
For tax types that allow different filing frequencies, the different filing calendars are typically set up such that there is a point when calendars of different frequencies have a common Filing Period Start Date. If the tax type is configured to maintain obligations, you may also need to specify whether filing calendar changes for the tax role can occur 'off cycle'.
Setting the Change Filing Frequency Off Cycle option to Allowed will allow users to specify a filing calendar change that becomes effective before the next common filing period start date of the new calendar is reached. This will result in an obligation for either the old or new calendar with a period shorter than the filing period for the effective filing frequency. Note that the system will not allow two obligations to be created where the period covered does not align with the associated calendar's filing. Therefore, the effective date for an off-cycle filing calendar change must align with either a filing period start date of the new calendar or a filing period end date of the old calendar.
Setting the Change Filing Frequency Off Cycle option to Not Allowed will only allow users to specify a filing calendar change that aligns with a filing period start date of both the old and new calendars.
A base business object validation algorithm is supplied to validate filing calendar changes for a tax role based on this configuration.
A base business object validation algorithm is supplied to validate that none of the effective calendars for a tax role whose tax type is configured to maintain obligations allows overlapping periods.
The assumption is that tax types that maintain future obligations do not allow overlapping filing periods within the same filing calendar. The base logic to create future obligations assumes that filing periods within a given a filing calendar have contiguous period dates.
Refer to the base Variable Calendar Tax Role business object and the Asset Based Tax Role business object for examples of how to configure the associated validations for this tax type configuration.
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