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 filing period obligation exists whose start date is less than the new tax role end date and whose end date is greater than that date, the obligation end date will be updated to equal the tax role end date.
If filing period obligations exist with a start date greater than the new tax role end date, those obligations must be canceled. If there has been any activity on the obligation that prevents cancellation, the process will report an error that must be resolved before continuing.
If the tax role's end date was populated and has been cleared (indicating that the tax role is still in effect), the assumption is that the latest filing obligation was previously updated to match the tax role end date. That obligation's end date will be updated to align with the obligation's filing period end date.
If a tax role start date is changed, the following obligation processing occurs:
If a filing period obligation exists whose start date is less than the new tax role start date and whose end date is greater than that date, the obligation start date will be updated to equal the tax role start date.
If a filing period obligation exists with an date earlier than the new tax role start date, those obligations must be canceled. If there has been any activity on any of the obligations that prevents cancellation, the process will report an error that must be resolved before continuing.
If the tax role's start date has been changed to an earlier date and the first obligation's start date is verified to be the later of the new tax role start date and the obligation's filing period's start date.
If the tax role's start date has been changed to an earlier date such that there are no obligations covering the period from the start date to the first existing obligation, appropriate obligations are created to fill the period from the new tax role start date until the first existing obligation.
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.
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