Unity IM Release Notes: May 15, 2025

Feature Name: Multi-Level Location Tax Configuration
Release Date: May 15, 2025
Module: Tax Rates

New Feature: Multi-Level Location Tax Configuration

We are excited to introduce the Multi-Level Location Tax feature in the Invoice Management app. This new capability allows users to configure and apply tax rates based on detailed geographical hierarchies such as country, state, county, and city—ensuring compliance with diverse jurisdictional tax requirements.

Key Capabilities 

1. Location Hierarchy Setup

Users can now configure the complete location structure (Country → State → County → City) for:

• Plant Locations

• Project Company and Client Company Locations

• To update master data efficiently, use the export-import process via the Location Module, Company Module, and Import Module.

2. Add Tax Locations

• Access the Tax Rates module to start configuring tax data.

• Use the Add Tax Location action to select relevant countries.

• Upon saving, the system begins importing all sub-location data.
• A confirmation message and notification will indicate successful completion.

3. Configure Tax Rates by Jurisdiction

• View and expand the location tree by country, state, county, and city.

Add tax rates for each jurisdiction:

• Define effective start and end dates.

• Set fixed values or production-based brackets (e.g., based on kWh consumption).

Benefits

• Improved tax calculation accuracy based on regional regulations.
• Simplified maintenance of tax rules across multiple business units.
• Reduced manual tax entry and fewer invoicing errors.

Visual Enhancements

• Added UI components to show tax hierarchy and rate configuration clearly.
• System messages guide users through the import and setup steps.
• Refer to the in-app help or documentation for annotated screenshots and examples.

Important Notes

• This release includes preloaded tax rates for most U.S. jurisdictions.
• Users can overwrite system defaults with custom or production-based values.
• Ensure all required locations are fully configured to enable tax application.

How to Get Started

1. Navigate to Invoice Management > Tax Rates.
2. Add your tax locations and wait for the import to complete.
3. Expand each region and configure applicable tax values.
4. Save and verify that rates are applied correctly in invoices.

For step-by-step guidance, please refer to the updated User Documentation or contact the Customer Support Team.