Upgrading to Tax Reporting Summer 2024

This page describes the changes to make when upgrading to Summer 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 Summer 2024, see New Features and Enhancements in Tax Reporting Summer 2024.

Lightning Experience for 1099-MISC and Support for 1099-NEC

Upgrade Steps

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

Upgrade Steps for Summer 2024
Step Action Further Information
1 Uninstall the FF 1099-MISC Export and 1099 Details packages. See the Salesforce Help.
2 Complete the upgrade step detailed in Upgrading to Account Summer 2024 to delete the 1099-MISC Payments report. Upgrading to Accounting Summer 2024
3 If FF 1099-MISC Export and 1099 Details are installed in your org, perform steps 2, 3, and 5-8 listed on the related Help page to set up the Forms 1099 functionality. If you are using the Forms 1099 functionality for the first time in the Summer 24 release of Tax Reporting, perform all the steps. Setting up Forms 1099

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Field Added in Summer 2024
Object Field Further Information
Account Extension Account Legal Name Account Extension Fields
Reports Added in Summer 2024
Report Folder Further Information
1099-MISC Payments Report 1099 Reports 1099 Reports
1099-NEC Payments Report
Transaction Details for 1099 Reporting
Lightning Component Added in Summer 2024
Component Page Further Information
Tax Reporting Task Launcher Tax Reporting Task Launcher Tax Reporting Task Launcher
Lightning App Page Added in Summer 2024
Page Description Component Further Information
Tax Reporting Task Launcher Manage the tasks to prepare data for the forms 1099-MISC and 1099-NEC. Tax Reporting Task Launcher Tax Reporting Task Launcher
Tab Added in Summer 2024
Tab Description Further Information
Tax Reporting Task Launcher Retrieve data for the Forms 1099-MISC and 1099-NEC and generate a CSV file with the details of the payments retrieved. Tax Reporting Task Launcher
Permission Set Updated in Summer 2024
Permission Set Further Information
Tax Reporting - Generate Reports for Single Company Permission Sets and Other Technical Documentation

VAT Return Reports - Generate Report Permission Set

Upgrade Steps

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

Upgrade Step for Summer 2024
Action Further Information
Remove the VAT Return Reports - Generate Report permission set from all users that have it assigned and assign the Tax Reporting - Generate Reports for Group of Companies permission set to the relevant users. See the Salesforce Help.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Permission Set Deleted in Summer 2024
Removed Permission Set Name Removed Permission Set API Name Replaced By Replacement Permission Set API Name Further Information
VAT Return Reports - Generate Report VATReturnReportsGenerateReport Tax Reporting - Generate Reports for Group of Companies VATReturnReportsGenerateReportforGroupofCompanies VAT Return Reports - Generate Report Permission Set

FinancialForce Documents Folder

Upgrade Steps

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

Upgrade Step for Summer 2024
Action Further Information

Delete the FinancialForce Documents folder for Tax Reporting.

To do this:

  1. From the Documents tab, go to the FinancialForce Documents (Installed Package: Tax Reporting) folder. For more information about the Documents tab, see the Salesforce Help.
  2. Edit the folder to confirm the namespace prefix is ffvat.
  3. From the document lists, delete all icons from the folder.
  4. From the Recycle Bin tab, find and permanently remove the icons that you deleted in step 3. For more information, see the Salesforce Help.
  5. From the Documents tab, go to the FinancialForce Documents (Installed Package: Tax Reporting) folder and delete it.
  6. [Optional] From the Recycle Bin tab, delete the FinancialForce Documents folder.
 See the Salesforce Help.