SECTIONSUpgrading to Tax Reporting Summer 2023
This page describes the changes to make when upgrading to Summer 2023.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in Tax Reporting Summer 2023.
Enhancements and Renaming for Tax Reporting and Tax Codes
Upgrade Steps
To upgrade this feature to Summer 2023, take the following action.
| Action | Further Information |
|---|---|
| If any user has the VAT Return Reports - Generate Reports permission set assigned, remove it. You can replace it with the Tax Reporting - Generate Reports for Single Company permission set, if applicable. | See Permission Sets for further details. |
Included in This Feature
This section details the items that have been added or changed in this release.
Objects
| Object | Further Information |
|---|---|
| Business Activity Statement | Australian Business Activity Statement |
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| ffvat__VATGroup__c | VAT Group | Tax Group | Creating a Tax Group |
| ffvat__VATGroupItem__c | VAT Group Company | Tax Group Company | Tax Group Companies |
Fields
| Object | Field Label | Further Information |
|---|---|---|
| Tax Code | BAS Gross Box | |
| BAS Net Box | ||
| BAS Tax Box |
| Object | Field API Name | Original Field Label | New Field Label | Further Information |
|---|---|---|---|---|
| Tax Code | ffvat__NetBox__c | Net Box | VAT Net Box | |
| ffvat__TaxBox__c | Tax Box | VAT Tax Box | ||
| Tax Group | Name | VAT Group Name | Tax Group Name | |
| ffvat__VATRegistrationNumber__c | VAT Registration Number | Tax Registration Number |
Permission Sets
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| ffvat__VATReturnReports | VAT Reporting | Tax Reporting | Permission Sets and Other Technical Documentation |
| ffvat__VATReturnReportsCreateVATGroup | VAT Return Reports - Create VAT Group | Tax Reporting - Create Tax Group | |
| ffvat__VATReturnReportsGenerateReportforGroupofCompanies | VAT Return Reports - Generate Report for Group of Companies | Tax Reporting - Generate Reports for Group of Companies | |
| ffvat__VATReturnReportsGenerateReportforSingleCompany | VAT Return Reports - Generate Report for Single Company | Tax Reporting - Generate Reports for Single Company | |
| ffvat__VATReturnReportsReadAccess | VAT Return Reports Read Access | Tax Reporting Read Access |
Certinia Help
Upgrade Steps
To view the Certinia Help from your org, you require Apex class access to be enabled for the fferpcore.ContextSensitiveHelpController class. By default, access to this class has been added to all Accounting, and Foundations permission sets. If you use custom permission sets, you must add access to this class to the relevant permission sets. For more information about customizing permission sets, see the Salesforce Help.
The Certinia Help is available via the default utility bar associated with Accounting, and Foundations apps. If you use the default utility bar, no upgrade steps are required and the Certinia Help will be available from the utility bar automatically.
If you use a custom utility bar, complete the steps in Setting up the Certinia Help.