Company Options

Option

Y

Available options to set for your company. See the Supported Options table below for explanations of each option.

Value

Y

The value of the selected option.

Address Validation Mode

N/A

This option is reserved for future use.

Allow US Addresses Without Country Of US

Opt.

Determines the behavior used if a country is not specified within an address. For example, if a transaction includes a ship to address with Washington for the state and 98101 for the zip code, but does not include a value for the country.

If set to Y, Determination will use US (United States) as the country for any addresses where the country element is not specified but other elements are specified.

If set to N (default), a country must be specified for any addresses where other elements are specified. Otherwise, the transaction will fail.

This parameter applies to all address types:

• Ship From
• Ship To
• Order Origin
• Order Acceptance
• Bill To
• Supply
• Middleman
• Seller Primary
• Buyer Primary

Audit Address Data Used In Transactions

Y

Set to Y (default) to enable writing of address data to the audit database.

If set to any other value or blank, address data is not stored in audit.

Audit Address Validation Messages

Opt.

Set to Y to enable writing of address validation messages to the audit database.

If set to any other value or left blank (default), messages are not stored in audit.

Audit All Messages Regardless Of Type And Severity

Opt.

Set to Y to allow auditing of all messages regardless of the company message threshold setting.

For more information, see Messages.

Audit Allocation Actions Applied To Transactions

Opt.

Set to Y to enable writing of allocation actions to the audit database.

If set to any other value or blank (default), allocation actions are not stored in audit.

Audit Authority Attributes Used In Transactions

Opt.

Set to Y to enable writing of authority attributes to the audit database.

If set to any other value or blank (default), authority attributes are not stored in audit.

Audit Authority Types Returned In Transactions

Opt.

Set to Y to enable writing of authority types to the audit database.

If set to any other value or blank (default), authority types are not stored in audit.

Audit Calculation Messages

Opt.

Set to Y to enable writing of calculation messages to the audit database.

If set to any other value or blank (default), messages are not stored in audit.

Audit End Uses Applied To Transactions

Opt.

Set to Y to enable writing of end use data to the audit database.

If set to any other value or blank (default), end use data is not stored in audit.

Audit Internal Messages

Opt.

Set to Y to enable writing of internal messages to the audit database.

If set to any other value or blank (default), messages are not stored in audit.

Audit Invoice Validation Messages

Opt.

Set to Y to enable writing of invoice validation messages to the audit database.

If set to any other value or blank (default), messages are not stored in audit.

Audit Jurisdiction Determination Messages

Opt.

Set to Y to enable writing of jurisdiction determination messages to the audit database.

If set to any other value or blank (default), messages are not stored in audit.

Audit Key Mode

Opt.

Used for searching for existing records before inserting a record. The setting is only applicable if the Configuration parameter PESSIMISTIC_AUDIT_DATA_SAVE is set to 1. This option overrides the AUDIT_KEY_MODE parameter setting. Set to 0 to disable.

Audit Licenses Applied To Transactions

Opt.

Set to Y to enable writing of licenses to the audit database.

If set to any other value or blank (default), licenses are not stored in audit.

Audit Servlet Messages

Opt.

Set to Y to enable writing of servlet messages to the audit database.

If set to any other value or blank (default), messages are not stored in audit.

Audit Transeditor Actions Applied To Transactions

Opt.

Set to Y to enable writing of TransEditor actions to the audit database.

If set to any other value or blank (default), TransEditor actions are not stored in audit.

Audit User Interface Messages

Opt.

Set to Y to enable writing of user interface messages to the audit database.

If set to any other value or blank (default), messages are not stored in audit.

Calc Dir R: Populate Gross Amount With Calculated Amount

Opt.

This flag is used in conjunction with reverse-from-tax transactions:

• If set to Y, this flag directs Determination to populate the line gross amount in the XML output with the unrounded value of calculated gross amount. If you provide a gross amount in the XML input, Determination replaces it with the value of the calculated gross amount, or if you do not provide a gross amount in the XML input, this setting inserts the calculated gross amount into the line gross amount element in the XML output.
• If set to N (default) or left blank, the default behavior of Determination is to return the gross amount you provide in the XML input. If you do not provide a gross amount in the XML input, you do not receive the gross amount element in the XML output.

Calc Dir T: Populate Gross Amount With Calculated Amount

Opt.

This flag is used in conjunction with reverse-from-total transactions:

• If set to Y, this flag directs Determination to populate the line gross amount in the XML output with the unrounded value of calculated gross amount. If you provide a gross amount in the XML input, Determination replaces it with the value of the calculated gross amount, or if you do not provide a gross amount in the XML input, this setting inserts the calculated gross amount into the line gross amount element in the XML output.

• If set to N (default) or left blank, the default behavior of Determination is to return the gross amount you provide in the XML input. If you do not provide a gross amount in the XML input, you do not receive the gross amount element in the XML output.

Company Roles For Document Rounding

Opt.

Specify the role of Seller, Buyer, Middleman, or any combination of these roles for use with document rounding. This option may be set at the company level to control the applicability of document rounding based on the company role established on the transaction. If this option is not established, document rounding will apply to all company roles.

This option may be used, for example, when document rounding is applicable to a transaction that uses Seller as the Company Role. This option prevents the application of document rounding to transactions that include the Company Role of Buyer and avoids a discrepancy in some cases between the transaction tax record in the ERP General Ledger and the Determination audit database.

Determine Date Types Used For Movement Date

Opt.

This configuration parameter specifies the default behavior to be used if date determination logic and rules are not used to specify the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date.

If set to Y, then Determination would use the first available date from the following list:

1. Original Movement Date
2. Movement Date
3. Original Invoice Date
4. Invoice Date

If set to N (default) or left blank, Invoice Date is used to specify these dates in the absence of applicable date determination logic and rules.

Enable Processing of Non-Standard Rate Codes For Custom Authorities And Cascading Rules

Opt.

Some fees authorities and food and beverage authorities do not use standard rate codes (CU, SU, or ST). In those cases, they use a no-tax rule to prevent tax assessment when not applicable and to prevent application of default state cascading tax rules.

This option checks custom cascading rules to determine if the rule being processed is a custom cascading rule or if the authority being processed is a custom authority.

• If set to Y, processing time for calculations is slower.
• If set to N (default), processing time for calculations is improved. This is the preferred setting if you do not need to check the application of cascading rules for those authorities.

Enables Simple Registrations Such As DE Rather Than Full Number

Opt.

If set to Y, use the Simple Registration Mask for Authorities instead of the standard Registration Mask for validating Registrations.

EU Place Of Supply Tax Handling

Seller Country

• SELLER_COUNTRY: VAT results for registered Sellers in a different EU member country than the buyer.
• BUYER_COUNTRY: VAT results for registered Buyers in a different EU member country than the seller.
• BOTH: Includes VAT results for buyers and sellers, both of whom are registered EU members.

To set this behavior system-wide, use the configuration parameter PLACE_OF_SUPPLY_HANDLING. For more information, see Configuration.

Evaluate International Custom Authorities Past Zone Termination

Opt.

For non-US custom authorities, this setting overrides bottom-up terminates processing behavior in the zone tree.

• Y : The Terminate Processing flag is ignored, and Determination continues to look for custom authorities only for parent zones.
• N (default): Determination terminates processing for all other authorities.

To set this behavior system-wide, see Configuration. For more information, see Custom Authorities Associated with Bottom‑up/Terminate Zones.

Evaluate US Custom Authorities Past Zone Termination

Opt.

For US custom authorities, this setting overrides bottom-up terminates processing behavior in the zone tree.

• Y: The Terminate Processing flag is ignored, and Determination continues to look for custom authorities only for parent zones.
• N (default): Determination terminates processing for all other authorities.

To set this behavior system-wide, see Configuration. For more information, see Custom Authorities Associated with Bottom‑up/Terminate Zones.

Exclude 0% Non-Recoverable Tax Block

Opt.

Allows exclusion of the zero tax block in cases where the recoverability is 0%. In this case, the recoverable tax block would contain only superfluous data. Setting specifies how to treat the non-recoverable tax block in data sent to the ERP:

• Y: To exclude the non-recoverable tax block.
• N: To include the non-recoverable tax block.

Exclude IM, RC, And AC Tax Types When Creating Expense Tax Blocks

Opt.

Determines whether or not to exclude the tax types IM (Import), RC (Reverse Charge), and AC (Acquisition) when determining if an Expense Tax block is created. See "Post VAT Non-Recoverable Amounts," below.

Valid settings are Y (do not create an Expense Tax block when the tax type is IM, RC, or AC) or N (create the NR tax block for all tax types).

If this option is not set, Determination defaults to Y.

Gather Invoice Tax Summaries

Opt.

Consolidates data from the TB_INVOICES table for non-taxable basis, exempt amount, and tax rate.

To set this behavior system-wide, use the configuration parameter GATHER_INVOICE_TAX_SUMMARIES.

For more information, see Configuration and Tax Summary

Include International Custom Authorities Past Terminate Processing Zones

Opt.

For international custom authorities, this settings tells Determination whether to include custom authorities for consideration in tax calculations if it finds them above the termination zone.

• Y: (default) Determination includes custom authorities for evaluation if it finds them above the termination zone.
• N: Determination does not include custom authorities for evaluation if it finds them above the termination zone.

This only works in combination with other settings. For more information, see Custom Authorities Associated with Bottom‑up/Terminate Zones.

Include US Custom Authorities Past Terminate Processing Zones

Opt.

For US custom authorities, this settings tells Determination whether to include custom authorities for consideration in tax calculations if it finds them above the termination zone.

• Y: (default) Determination includes custom authorities for evaluation if it finds them above the termination zone.
• N: Determination does not include custom authorities for evaluation if it finds them above the termination zone.

This only works in combination with other settings. For more information, see Custom Authorities Associated with Bottom‑up/Terminate Zones.

Match Customers Based On Number, Name, Or Both

Y

If not present or set to Y (default), customer lookups are based on the value of the input XML element <CUSTOMER_NUMBER> only (ignoring <CUSTOMER_NAME>).

If set to N, the value of <CUSTOMER NAME> is considered as well. In this case:

• If both elements are present in a transaction, both must match a Determination customer.
• If only one element is present in a transaction, only that element must match a Determination customer.

Override Bottom Up Termination For Custom Authority Type

For US custom authorities, this setting overrides bottom-up terminates processing behavior in the zone tree.

• Y: The Terminate Processing flag is ignored, and Determination continues to look for custom authorities only for parent zones.
• N: (default) Determination terminates processing for all other authorities.

For more information, see Custom Authorities Associated with Bottom‑up/Terminate Zones.

Post VAT
Non-recoverable Amount

Opt.

Determines whether or not to create an Expense Tax block in the output XML for the purpose of GL reconciliation when the Input Recoverability specified by the rule applied to a transaction is less than 100 percent.

Valid settings are Y (default) (create an Expense Tax block) or N (do not create an expense tax block). For more information, see VAT Recoverability.

Return Zero Rate For Exempt Transactions

Opt.

This parameter sets the <TAX_RATE> returned in a transaction that has been exempted due to an exempt customer or certificate.

• If set to N (default), the tax rate on the rule is the result. For example, <TAX_RATE>6.25</TAX_RATE>
• If set to Y, the tax rate is set to zero. For example, <TAX_RATE>0</TAX_RATE>

Save Input XML To Audit Database

Opt.

When set to Y, Input XML submitted with a transaction is stored in the Audit Database along with the calculation results. If set to N or left blank, Input XML is not saved to the Audit Database.

Select Authority Rule By Commodity Code

Opt.

Selects behavior for matching a product code.

• If set to N (default), the first match is selected.
• If set to Y, all rules are evaluated by product code first and then rule order. Rules are sorted by product code in each list (custom, standard) and all lists are evaluated for the best match rather than stopping at the first match.

For example, the following product codes may be evaluated:

• Rule #1: Order=100;ProdCode=81 (custom)
• Rule #2: Order=5000;ProdCode=811112 (standard)

The line item with the product code 81111201 uses Rule #2 because it is a closer match rather than Custom Rule #1.

To set this behavior system-wide,use the configuration parameter RULE_SELECTION_BY_COMMODITY_CODE. For more information, see Configuration.

Set Hierarchy Delimiter For Product/Exemption Imports

Opt.

Specifies the single-character delimiter to be used when specifying product category, product zone, and exemption certificate zone hierarchies using Import/Export import format. The default is a period (.). Other valid values are:

> ? / @ # % ^ & * ( ) +

Turn On Establishment For All INTL Authorities

Opt.

This parameter sets establishment status for those international zones and authorities that have not previously been configured on the Established Authorities pages.

• Set to Y to set default established status to Yes for international locations.
• Set to N (default if not set) to set default established status to No for international locations.
• Neither choice overrides any values configured on the Established Authorities pages.

When new authorities and zones are imported into Determination through Content Updates, they inherit the default set here. You can then modify the establishment status for individual zones and authorities on the Established Authorities Zones pages.

Turn On Establishment For All US Authorities

Opt.

This parameter sets establishment status for those US zones and authorities that have not previously been configured on the Established Authorities pages.

• Set to Y (default if not set) to set default established status to yes for US locations.
• Set to N to set default established status to no for US locations.
• Neither choice overrides any values configured on the Established Authorities pages.

When new authorities and zones are imported into Determination through Content Updates, they inherit the default set here. You can then modify the establishment status for individual zones and authorities on the Established Authorities Zones pages.

Use Business Supply Flag For B2B Determination

Opt.

Set the Business Supply flag to indicate B2B or B2C instead of VAT registration for supply of services in the EU. If enabled, a sell-side transaction is treated as B2C if the Business Supply flag is set to No. If the Business Supply flag is set to None (default) or Yes, the transaction is treated as B2B.

The absence of Buyer registrations automatically causes ONESOURCE Indirect Tax Determination to treat the transaction as B2C, unless the company configuration is enabled to override the registration criteria, in which case the Business Supply flag is required.

For more information, see Evaluating B2B and B2C in Place of Supply of Services.

Use Post Version 5.1.1 Tax Types

Opt.

Allows implementation of tax types added after Version 5.1.1 for EU Buyer Services:

• ER: Intra EU Reverse Charge.
• IR: International Reverse Charge (supplier outside the EU).
• IC: Intra Company.
• UN: Unregistered Seller.
• VG: VAT Group.

Available values are:

• If set to Y, uses tax types implemented after Version 5.1.1.
• If set to N or blank, uses tax types available in Version 5.1.1 and previous releases.