Upgrading to Tax Reporting Spring 2024

This page describes the changes to make when upgrading to Spring 2024.

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.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2024, see New Features and Enhancements in Tax Reporting Winter 2024.

Cash Basis Accounting Method for Business Activity Statement

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Upgrade Steps for Winter 2024
Action Further Information
Perform step 5 of the Tax Box Mappings Feature Console feature. This adds the "Cash Basis" value to the GST Accounting Method field.

Enabling Tax Box Mappings

Included in This Feature

This section details the items that have been added or changed in this release.

Fields Updated
Object Field Added Picklist Value Further Information
Business Activity Statement GST Accounting Method Cash Basis

Certinia Help Is Now Available from help.certinia.com

No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Tax Reporting.

For more information, see Certinia Help URL.

Release Content

Upgrade Steps

No steps are required to upgrade this feature to Winter 2024.