Setoff rule error when a tax settlement is run

When you run a tax settlement, you might receive an error message. Follow the steps in the sections of this article to fix the error.

Find the version of the setoff rule that is currently used

1. Go to Tax > Setup > Sales tax > Maintain setoff hierarchy profiles.
2. Use the values in the Effective date column to find the version of the setoff rule that is currently used.

Review the settings of the setoff rule

1. Go to Tax > Setup > Sales tax > Sales tax hierarchies.
2. Select the setoff rule that is currently used.
3. On the Versions FastTab, select View to determine which sales tax hierarchies are used.
4. Select Setoff rules for sales tax hierarchies.
5. Determine whether the Recoverable and Payable nodes are selected according to the setoff. If the nodes aren't marked as defined, there might be a posting issue. In this case, contact Microsoft.

Determine whether customization exists

If you've completed the steps in the previous sections but have found no issue, determine whether customization exists. If no customization exists, create a Microsoft service request for further support.