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

Forms 1099-MISC and 1099-NEC

Upgrade Steps

See Upgrade Steps in Lightning Experience for 1099-MISC and Support for 1099-NEC.

Tax Reporting Task Launcher

Upgrade Steps

See Upgrade Steps in Lightning Experience for 1099-MISC and Support for 1099-NEC.

Included in This Feature

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

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

Account Legal Name

Upgrade Steps

See Upgrade Steps in Lightning Experience for 1099-MISC and Support for 1099-NEC.

Included in This Feature

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

Field Added in Summer 2024

Object	Field	Further Information
Account Extension	Account Legal Name	Account Extension Fields

1099 Reports

Upgrade Steps

See Upgrade Steps in Lightning Experience for 1099-MISC and Support for 1099-NEC.

Included in This Feature

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

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

Income Tax Type

Upgrade Steps

See Upgrade Steps in Lightning Experience for 1099-MISC and Support for 1099-NEC.

Included in This Feature

The items added and updated for this feature belong to Accounting. For more information, see Upgrading to Accounting Summer 2024.

1099-MISC Payments Report in Accounting Reporting Expansion Pack

Upgrade Steps

See Upgrade Steps in 1099-MISC Payments Report in Accounting Reporting Expansion Pack in Upgrading to Accounting Summer 2024.

Included in This Feature

The items added and updated for this feature belong to the Accounting Reporting Expansion Pack. For more information, see Upgrading to Accounting Summer 2024.

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. To do so: Delete the two icons included in the folder. From the Recycle Bin tab, delete the icons. Delete the FinancialForce Documents folder. Notes: To access the FinancialForce Documents folder you must switch to Classic Edition. Ensure that the namespace of the folder is "ffvat" before completing the steps above.	See the Salesforce Help.