Income Tax Calculation | TimeMachine Also Balanced with Year + Year Calculation Type

Task #6842 | 5050.200

Income tax calculations with TimeMachine in case of tariff or canton mutations has already been implemented in the “Month” calculation type. Almost all special cases are covered today. In case of the “Year” (cantons GE, VD, FR and VS) and “Year balanced” (canton TI) calculation type, it was always necessary for retroactive and monthly tariff changes to work with the “IT Calculation Date” field.

Since PreUpdate 5050.100 of the end of April 2016, retroactive mutations in “Year” and “Year balanced” can be made directly via TimeMachine. The “IT Calculation Date” is updated automatically. If a mutation occurs in the same month and no TimeMachine entry is created, the “IT Calculation Date” field must be updated manually.

We have also re-examined in detail the calculation of back payments after resignation (previous year also) and can implement it in PreUpdate 5050.100 release.

Consequently, TimeMachine can be fully deployed for all calculation types. Retroactive cancellation via TimeMachine when the WT is calculated by mistake is still pending. The same applies to retrospective subsequent charge, provided that no IT bases were previously considered. We seek a simple and intuitive solution.