Maintaining Obligations

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:

The following points highlight additional configuration available on the Variable Calendar Tax Type:

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.

Fastpath: Refer to The Big Picture of Business Objects for more information about business objects and the validation algorithm.