A discovery-led approach to tax and statutory reporting

The source package carries no localisation register, so this module maps what the evidence does support — tax lines inside the invoice and voucher patterns, statutory outputs produced by SQR and BI Publisher — and states plainly what must be established in the client estate.

What you will be able to do

Introduction

This module is different from the others in this path, and it is worth saying why before anything else.

What the evidence does establish

Three things about tax and statutory reporting are supported by the source package.

What must be discovered

Everything else. The discovery set below is the minimum needed before a localisation design can be attempted, and none of it can be inferred from the source package.

Tax determination: what actually changes

In the source, tax on a transaction is ultimately expressed as accounting distributions within the invoice or voucher accounting entries. How those distributions are derived varies by estate — through tax configuration, through defaults on the customer, vendor or item, through the billing or voucher line structure, or in some estates…

Statutory outputs: three routes, chosen per output

Every statutory output in the target reaches one of three destinations, and the choice is an architecture decision with cost and support consequences.

Retiring the SQR and BI Publisher estate

The reporting estate is where statutory outputs currently live, and the customisation register's guidance applies directly.

Effective dating and rate history

Effective dating deserves a specific decision for tax, because the consequences are asymmetric.

Where localisation touches the rest of the programme

Because this module is discovery-led, it is worth being explicit about the dependencies it creates elsewhere.

Knowledge check

Summary

This module maps what the evidence supports and marks the rest as discovery, because the source package for PeopleSoft FSCM contains no localisation register and inventing one would be worse than acknowledging the gap.