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First steps after an Update

Especially after the first installation of the Pillar 2 Module the following steps has to be completed, to allow Pillar 2 calculations.

Creation of a new period

With a first installation the Pillar 2 Module is not visible immediately. The information for the Pillar 2 Module is implemented in the Questionnaire of the Default Period “---”. To activate the BEPS Module, it is necessary to create a new period that contains this information. Starting from GTC 23.05.01 the user has to decide if the period shall be a BEPS period or an Income Tax Period. If both modules shall be available in one period, the period has to be created in the expert mode.

When creating this period, it is important, that:

  • Any purpose can be chosen for the period.

  • The Questionnaire needs to activated. The prior period doesn’t need to be the default period, but any period of which the data shall be used for the new period.
    If the line “including Questionnaire” and the checkbox doesn’t show in the window, please contact AMANA to activate it.

  • For the “Questionnaire Copy based on…” the Default Period “---” needs to be selected.
    If the line “Questionnaire Copy based on” and the drop-down menu doesn’t show in the window, please contact AMANA to activate it.

ISO-Codes

For the Pillar 2 Calculation it is mandatory, that in the country master data all countries (even if there are no entities in this country) have an ISO-Code.

Reporting Dimension Type

Reporting Dimensions play an important role for the Blending in the Pillar 2 calculation. To perform the first calculations it is necessary, to create at least one Reporting Dimension Type (e.g. “Pillar 2”) and select it in the BEPS Administration area. For more information on Reporting Dimension Types and Reporting Dimensions in general, please see the respective section in the user manual.

Authorization objects and roles

For the Pillar 2 module new authorization objects and roles were established. Once installed, the BEPS modules is visible only for users with the role “superuser”. New authorization objects and roles have to be assigned to users, to allow access to the module. For more information on Reporting Dimension Types and Reporting Dimensions in general, please see the respective section in the user manual.

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