Once the initial obligations have been created for a tax role, the system assumes that a batch process is used to create obligations on a periodic bases. Configuration controls how / when this occurs:
If the tax type indicates that obligations are maintained via a monitor, the standard monitor process, configured for Active tax roles is used to create the next expected obligation for each obligation type. The tax role monitor is date driven so that not all tax roles are reviewed every time the monitor is run. The Generate Obligations algorithm that creates the obligation periodically is responsible for determining the monitor date when the next obligation should be created. This configuration is useful when a tax type supports multiple calendars with different frequencies and where the creation of the new obligations should happen at a predictable time, such as just before the next filing period start date.
If the tax type indicates that obligations are maintained adhoc, a separate stand-alone batch job may be used to create the obligations. This configuration is useful when a tax type has a standard calendar for all tax roles and when the creation of the obligations is not predictable. For example, for property taxes the frequency is typically annual where the filing period covers a fiscal year. Sometimes the obligations are created several months in advance of the start of the fiscal year, sometimes after the start of the fiscal year.
Regardless of which batch mechanism is used, the system executes the same obligation creation logic that is invoked when the tax role is added, bringing the tax role up to date with the business date.
The system also supplies a base monitor algorithm which transitions the tax role to the Expired state when the tax role end date is passed. For monitored tax roles, once the tax role end date is reached and the tax role is expired, no further obligations are created.
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