Changing A Tax Role Start Or End Date

A tax role's start and end dates define the period for which it is in effect. If a tax role's end date is populated or either date is changed, existing obligations for periods prior to or beyond the new dates may need to be adjusted or canceled.

When a tax role end date is changed, the following obligation processing occurs:

If a tax role start date is changed, the following obligation processing occurs:

If there are non-filing period obligations linked to the tax role (obligations whose type indicates that filing is Not Allowed), the algorithm will not attempt to cancel them or adjust the dates. The algorithm will check if the obligation start and end dates are still within the tax role start and end dates. If so, no obligation changes are required. If not, the algorithm will report an error which the user must resolve before continuing with the update.