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.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

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.
Surfaces: consoleapi
Intent sources: services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1services-accounting:docs/architecture/realignment-2026-10-22/ownership.md#3. Capability ownership matrixservices-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D1services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D16

Controls

25 controls apply, from the corpus control catalogue.

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

Permissions

Key	Checked at	Scope
`accounting.tax-classes.read`	api	tenant
`accounting.tax-classes.create`	api	tenant
`accounting.tax-classes.update`	api	tenant
`accounting.tax-classes.delete`	api	tenant
`accounting.tax-zones.read`	api	tenant
`accounting.tax-zones.create`	api	tenant
`accounting.tax-zones.update`	api	tenant
`accounting.tax-zones.delete`	api	tenant

Business Rules

8 rules, 6 to be proved before approval. A rule's product intent is derived from its origin: 0 confirmed by a product decision, the rest inheriting this capability's proposed.

Id	Rule	Kind	Enforced at	Provenance
`01` Proposed	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. origin: services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1	policy		documented services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1
`02`must prove Proposed	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. origin: services-accounting:docs/architecture/accounting-2.0/02-decisions.md#R-1 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`	calculation	service, database	test react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0022.spec.ts#ACT-ACC-0022
`03`must prove Proposed	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. proved by `ATS-ACC-BKS-013-02`, `TST-ACC-BKS-015`, `TST-ACC-BKS-175`	validation	api, service	test 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
`04`must prove Proposed	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. origin: services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D4 proved by `ATS-ACC-BKS-013-03`, `TST-ACC-BKS-175`	validation	api, service	test 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
`05`must prove Proposed	Replacing a zone replaces its rates with new identities while issued document tax retains its original rate references. proved by `ATS-ACC-BKS-013-04`, `TST-ACC-BKS-016`, `TST-ACC-BKS-060`	lifecycle	service, database	test 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
`06`must prove Proposed	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. origin: services-accounting:docs/milestones/plans/ACCT-M1-plan.md#D12 proved by `ATS-ACC-BKS-013-05`, `TST-ACC-BKS-060`, `TST-ACC-BKS-175`	calculation	service	test 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
`07`must prove Proposed	Product setups, product-type defaults, rates and recorded tax lines protect a referenced tax class from deletion with dependents identified; deactivation retains existing references. proved by `ATS-ACC-BKS-013-06`, `TST-ACC-BKS-100`, `TST-ACC-BKS-102`	invariant	service, database	test 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
`08` Proposed	Tax classes are shared workspace definitions without a business unit, ordered by name and allowed to have matching names under different identifiers.	policy	api, service	test services-accounting:modules/books/tests/e2e/tax-classes.e2e.spec.js#answers 400 to a business unit, which tax classes do not carry

Scenarios

Id	Given	When	Then	Provenance
`01`	A New York zone includes state and city rates.	The controller configures their payable destinations and posts an issued taxed invoice.	Each tax liability is directed to the account mapped for that rate.	test react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0019.spec.ts#ACT-ACC-0019
`02`	An invoice already contains yesterday’s tax calculation.	The controller changes today’s zone rates.	The invoice retains the earlier rate references and tax snapshot.	test react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0021.spec.ts#ACT-ACC-0021

Planning

Implementation

Maintain tax payable mapping during the Commerce transition ​

Purpose ​

How It Works ​

Relationships ​