--- id: CAP-ACC-BKS-013 title: Maintain tax payable mapping during the Commerce transition feature: FEAT-ACC-BKS-04 product_area: accounting module: books revision: 1 status: draft product_intent: proposed implementation_evidence: inconsistent supersedes: - CAP-ACC-CFG-010 - CAP-ACC-CFG-011 source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1' - >- services-accounting:docs/architecture/realignment-2026-10-22/ownership.md#3. Capability ownership matrix - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D1' - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D16' purpose: >- Accounting keeps collected tax directed to payable accounts while tax ownership is transferred. outcomes: - Tax posting uses rate-specific payable mapping or the unit’s fallback. - Issued tax snapshots survive configuration changes. - >- Transitional tax setup retains referential protection while ownership is moved. concepts: - CON-ACC-BKS-006 - CON-ACC-BKS-002 actors: - ACT-ACC-001 - ACT-ACC-002 - ACT-ACC-004 surfaces: - console - api preconditions: [] postconditions: [] permissions: - key: accounting.tax-classes.read where_checked: api scope: tenant - key: accounting.tax-classes.create where_checked: api scope: tenant - key: accounting.tax-classes.update where_checked: api scope: tenant - key: accounting.tax-classes.delete where_checked: api scope: tenant - key: accounting.tax-zones.read where_checked: api scope: tenant - key: accounting.tax-zones.create where_checked: api scope: tenant - key: accounting.tax-zones.update where_checked: api scope: tenant - key: accounting.tax-zones.delete where_checked: api scope: tenant rules: - id: BR-CAP-ACC-BKS-013-01 proved_by: [] statement: >- The decided ownership places tax classes, zones, rates and determination in Commerce’s shared tax service while Accounting retains payable mapping and recorded document tax. kind: policy enforced_at: [] must_prove: false provenance: documented source: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1' origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1' - id: BR-CAP-ACC-BKS-013-02 proved_by: [ATS-ACC-BKS-005-11, ATS-ACC-BKS-006-07, ATS-ACC-BKS-013-01, ATS-ACC-BKS-013-09, TST-ACC-BKS-009, TST-ACC-BKS-014, TST-ACC-BKS-017] statement: >- Rate payable mappings use accounts of the mapped unit; posting chooses the rate’s account or the unit’s sales-tax default and refuses the document when neither is available. kind: calculation enforced_at: - service - database must_prove: true provenance: test source: >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0022.spec.ts#ACT-ACC-0022 origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1' - id: BR-CAP-ACC-BKS-013-03 proved_by: [ATS-ACC-BKS-013-02, TST-ACC-BKS-015, TST-ACC-BKS-175] statement: >- Zone criteria match their postal-range, region, country or rest-of-world kind, normalize and deduplicate codes, limit lists to 100 entries and require equal-length ordered postal-range endpoints. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-accounting:modules/books/tests/unit/rules/tax-zone-rules.spec.js#refuses the criteria of another kind, and any criteria on the rest of the world origin: none - id: BR-CAP-ACC-BKS-013-04 proved_by: [ATS-ACC-BKS-013-03, TST-ACC-BKS-175] statement: >- A zone holds at most twenty named rates, each with at most 100 classes, percentages from 0 to 100 as decimal text with six places and no repeated class or unit mapping. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-accounting:modules/books/tests/unit/rules/tax-zone-rules.spec.js#refuses more than twenty rates, a blank name, a class or a unit named twice, and a bad percentage, each by position origin: 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D4' - id: BR-CAP-ACC-BKS-013-05 proved_by: [ATS-ACC-BKS-013-04, TST-ACC-BKS-016, TST-ACC-BKS-060] statement: >- Replacing a zone replaces its rates with new identities while issued document tax retains its original rate references. kind: lifecycle enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/books/tests/e2e/tax-zones.e2e.spec.js#answers 200 with the version moved on and the rates rewritten whole, the first under a new id origin: none - id: BR-CAP-ACC-BKS-013-06 proved_by: [ATS-ACC-BKS-013-05, TST-ACC-BKS-060, TST-ACC-BKS-175] statement: >- Zone matching follows priority and name, selects the first match, reserves rest-of-world for fallback and treats an omitted country as the United States. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/books/tests/unit/rules/tax-zone-rules.spec.js#taxes an address with no country as the United States, as Rhythm 1.0 did origin: 'services-accounting:docs/milestones/plans/ACCT-M1-plan.md#D12' - id: BR-CAP-ACC-BKS-013-07 proved_by: [ATS-ACC-BKS-013-06, TST-ACC-BKS-100, TST-ACC-BKS-102] statement: >- Product setups, product-type defaults, rates and recorded tax lines protect a referenced tax class from deletion with dependents identified; deactivation retains existing references. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/books/tests/integration/services/persistence/tax-classes.integration.spec.js#translates the refusal of each restrict foreign key to a tax class into a 409 naming it, the invoice lines among them origin: none - id: BR-CAP-ACC-BKS-013-08 proved_by: [] statement: >- Tax classes are shared workspace definitions without a business unit, ordered by name and allowed to have matching names under different identifiers. kind: policy enforced_at: - api - service must_prove: false provenance: test source: >- services-accounting:modules/books/tests/e2e/tax-classes.e2e.spec.js#answers 400 to a business unit, which tax classes do not carry origin: none scenarios: - id: SC-CAP-ACC-BKS-013-01 given: A New York zone includes state and city rates. when: >- The controller configures their payable destinations and posts an issued taxed invoice. then: Each tax liability is directed to the account mapped for that rate. provenance: test source: >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0019.spec.ts#ACT-ACC-0019 - id: SC-CAP-ACC-BKS-013-02 given: An invoice already contains yesterday’s tax calculation. when: The controller changes today’s zone rates. then: The invoice retains the earlier rate references and tax snapshot. provenance: test source: >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0021.spec.ts#ACT-ACC-0021 edge_cases: [] constraints: [] depends_on: - CAP-ACC-BKS-005 related: - CAP-ACC-BKS-006 journeys: [] open_questions: - OQ-ACC-BKS-001 evidence: - >- Verified source file: react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0019.spec.ts - >- Verified source file: react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0021.spec.ts - >- Verified source file: react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0022.spec.ts - 'Verified source file: services-accounting:aws/accounting.service.ts' - >- Verified source file: services-accounting:docs/architecture/accounting-2.0/02-decisions.md - >- Verified source file: services-accounting:docs/architecture/realignment-2026-10-22/ownership.md - >- Verified source file: services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md - >- Verified source file: services-accounting:docs/milestones/plans/ACCT-M1-plan.md - >- Verified source file: services-accounting:modules/books/db/tax-classes.table.ts - >- Verified source file: services-accounting:modules/books/db/tax-zone-rates.table.ts - >- Verified source file: services-accounting:modules/books/db/tax-zones.table.ts - >- Verified source file: services-accounting:modules/books/tests/e2e/tax-classes.e2e.spec.js - >- Verified source file: services-accounting:modules/books/tests/e2e/tax-zones.e2e.spec.js - >- Verified source file: services-accounting:modules/books/tests/integration/services/persistence/tax-classes.integration.spec.js - >- Verified source file: services-accounting:modules/books/tests/integration/services/persistence/tax-classes.queries.integration.spec.js - >- Verified source file: services-accounting:modules/books/tests/integration/services/persistence/tax-zones.integration.spec.js - >- Verified source file: services-accounting:modules/books/tests/integration/services/persistence/tax-zones.queries.integration.spec.js - >- Verified source file: services-accounting:modules/books/tests/unit/rules/tax-zone-rules.spec.js controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-DAT-001, TC-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-005] exercised_by: [FAS-ACC-BKS-02-02, FAS-ACC-BKS-04-01, FAS-ACC-BKS-04-04] suites: [TST-ACC-BKS-009, TST-ACC-BKS-014, TST-ACC-BKS-015, TST-ACC-BKS-016, TST-ACC-BKS-017, TST-ACC-BKS-060, TST-ACC-BKS-100, TST-ACC-BKS-102, TST-ACC-BKS-175] --- # Maintain tax payable mapping during the Commerce transition ## Purpose Accounting keeps collected tax directed to payable accounts while tax ownership is transferred. ## How It Works The controller reviews the tax configuration still hosted in Accounting. They choose the zones and classes that describe the applicable treatment and map rate liabilities to unit accounts. Editing a zone updates its configured rates rather than changing an issued invoice’s tax snapshot. Posting resolves the financial destination when it processes the document. The current implementation keeps tax setup in Accounting despite the decided ownership transfer. The product should settle the transition before treating these editable copies as the long-term design. Missing payable configuration remains a posting problem rather than a reason to refuse invoice issue. ## Relationships Commerce owns the intended tax service; the chart supplies Accounting’s payable destinations.