Penalties are not Recalculated in Case Obligation’s Override Filing/Payment Due Dates are Updated to a Current or Future Date (Doc ID 1995569.1)

Last updated on JUNE 03, 2024

Applies to:

Symptoms

ACTUAL BEHAVIOR
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Penalties are not in a Case Obligation’s Override Filing. The result is that the Payment Due Dates are Updated to a Current or Future Date.

EXPECTED BEHAVIOR
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Penalties are expected to be calculated when the post processing algorithm C1-OBLOVRDDT is plugged in on the Obligation Type - Obligation BO

STEPS
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The issue can be reproduced with the following steps:
Setup in DEMO data
- Tax Type: SALES-USE (Maintain Obligations = Applicable)
- Filing Calendar : Sales and Use Annual. Filing period 1-1-2008 -- 12-31-2008 has due date and grace date 2-15-2009
- Form Type: Sales and Use short Tax Form with start date 1-1-2008
- Obligation Type: Sales and Use Tax with P&I algorithms set and the below setup:
- P&I Control: SALESUSE
- Obligation BO on the Obligation Type: C1-FilingPeriodObligation - with Post-Processing Algorithm C1-OBLOVRDDT

Steps
1. Add a new Person of type Business.
2. Add a new Account for the above person.
3. Add a Tax role for this account with Tax Type Sales and Use and Start date 1-1-2008 and filing calendar effective date 1-1-2008. Save. Check that obligations are created.
4. Add a new Tax form of form type SALESUSE2008 . Fill in the info and click Check Form until all info is checked. Receive date – 01-01-2010, Filing period start 01-01-2008, Filing period end 12-31-2008 . Save the Form . Validate . Post . An assessment is created
5. Go to 360 Degree View, search for the person created above. Go to the Financial Information tab. See the P&I for the created assessment.
6. Now go back to the related Obligation. Set the Override Filing Due Date and Override Payment Due Date to today’s date or a future date and save.
7. Go to 360 Degree View, search for the person created above. Go to the Financial Information tab. See the P&I for the created assessment. Notice the P&I calculation is not updated.

Changes

Cause

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