Scope Values for Define Tax Configuration Task List
The scope defines the parameters of your implementation project by setting the context of a task list during the initial configuration.
When you export setup data based on setup migration services, the scope values serve as parameters to control the data selected for export to the respective configuration package.
The foundation tax setup is an incremental setup where each step of the foundation configuration builds on the previous step. The task list is sequentially organized. You can define scope values at incremental steps in the implementation project to move to subsequent tasks and to ensure continuity and ease of setup.
Defining Scope
When implementing transaction or withholding tax, you can define scope values for taxes, tax jurisdictions, tax statuses, tax rates, tax recovery rates, and tax rules. To set scope, you can:
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Select and add multiple values
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Create a new value
The scope value you select defines the context of that setup. For example, if you select a tax regime to use as a scope value for a tax, that value is automatically populated in the search attributes on the Manage Tax page. That tax regime's attributes are also populated on the Create Tax page. The same logic applies to the next step in the tax setup.
Scope Values
The following table identifies where you define the scope value in the Define Tax Configuration and Define Advanced Tax Setup task lists:
|
Where Scope is Defined |
Scope Values |
|---|---|
|
Manage Taxes |
Tax regime |
|
Manage Tax Rates and Tax Recovery Rates |
|
|
Manage Tax Rules |
|
|
Manage Tax Jurisdictions |
|
|
Manage Tax Statuses |
|