Configuration API 2026.01 release notes

The release notes introduce new features and enhancements to the API endpoints.

Release dates

UAT EMEA Release Date: February 02, 2026
UAT AMER Release Date: February 03, 2026
PROD EMEA Release Date: February 09, 2026
PROD AMER Release Date: February 10, 2026

Release highlights

The 2026.01 release of ONESOURCE Indirect Tax Configuration APIs expands users’ ability to support programmatic configuration of tax authorities, product code mappings, and certificate management, enabling automated tax jurisdiction setup and maintenance workflows.
Details for each API endpoint, including Swagger, can be found in the Developer Portal.

New features

The following topics describe features added with this release.
GET AUTHORITIES (4295133)
A web service that retrieves authority information from the tax jurisdiction configuration database. This endpoint provides essential authority details including country code and region information, which are required for configuring companies, establishments, and tax jurisdictions through other Configuration API endpoints.
GET AUTHORITY ZONES (4325203)
A web service that retrieves the list of zones associated with a specific authority. This endpoint allows users to review and validate authority zone configurations, supporting scenarios where zone-level tax rules.
GET ZONE AUTHORITIES (4325270)
A web service that retrieves the list of authorities attached to a specific zone. This endpoint provides the inverse relationship to the GET Authority Zones endpoint, enabling users to understand which authorities are configured for a given zone.
POST AUTHORITIES (4383537)
A web service that enables creation of custom authorities for tax calculations. This endpoint allows systems to programmatically establish new tax authorities with their associated properties, supporting scenarios where businesses need to configure jurisdictions beyond the pre-defined authority content.
PATCH AUTHORITIES (4497538)
A web service that enables updates to existing authority configurations. This endpoint allows systems to modify authority properties and settings used in tax calculations, supporting ongoing maintenance and adjustments to tax jurisdiction configurations as business requirements evolve.
DELETE AUTHORITIES (4603044)
A web service that enables deletion of authorities that are no longer needed. When an authority is deleted, all associated child records are automatically removed through cascade deletion, including authority rate sets, rules, requirements, registrations, and zone associations, ensuring data integrity across the configuration.
POST CONDITIONAL MAPPING (4484599)
A web service that enables creation of conditional mappings for product code translation. This endpoint supports scenarios where product codes from ERP systems need to be mapped to tax system product codes based on specific conditions, enabling flexible product classification strategies for accurate tax determination.
GET CONDITIONAL MAPPING DETAILS (4484748)
A web service that retrieves detailed information for a specific conditional mapping configuration. This endpoint provides complete mapping details including all associated conditions, supporting scenarios where users need to review or validate existing conditional mapping rules.
GET CONDITIONAL MAPPING LIST (4484817)
A web service that retrieves a list of conditional mappings configured for a company. This endpoint enables users to browse and search through all conditional mapping configurations, supporting bulk review and validation of product code mapping strategies.
DELETE CONDITIONAL MAPPING (4485009)
A web service that enables deletion of conditional mappings that are no longer needed. When a conditional mapping is deleted, all associated child condition records are automatically removed through cascade deletion, ensuring no orphaned conditions remain in the system.
PATCH CONDITIONAL MAPPING (4619678)
A web service that enables updates to existing conditional mapping configurations. This endpoint requires sending the complete snapshot of all conditions that should exist after the update. Any conditions not included in the request are considered removed, ensuring precise control over the final state of the mapping configuration.
PATCH CONDITIONAL MAPPING - REORDER PRIORITY (4628033)
A web service that enables reordering of mapping priorities within a conditional mapping group. This endpoint allows systems to adjust the evaluation sequence of conditional mappings, supporting scenarios where the priority order affects which mapping rule is applied during tax calculations.
POST ERP CODE MAPPINGS (4549797)
A web service that enables creation of ERP code mappings for product classification. This endpoint supports scenarios where product codes from external ERP systems need to be mapped to tax system product codes, enabling seamless integration between business systems and tax determination.
DELETE ERP CODE MAPPINGS (4549941)
A web service that enables deletion of ERP code mappings that are no longer used. When an ERP code mapping is deleted, all associated child condition records are automatically removed, maintaining data consistency across the product code mapping configuration.
GET ERP CODE MAPPINGS DETAILS (4623431)
The GET ERP Code Mapping (Details) endpoint now returns the ERP Code Mapping ID and Conditions ID in the response payload. These identifiers enable users to perform subsequent PATCH and DELETE operations, supporting complete lifecycle management of ERP code mapping configurations through the API.
GET ERP CODE MAPPINGS LIST (4725425)
The GET ERP Code Mapping (List) endpoint now returns the ERP Code Mapping ID for each mapping in the response payload. This identifier enables users to perform subsequent PATCH and DELETE operations, streamlining the workflow for managing multiple ERP code mappings programmatically.

Fixes

The following topics describe the fixes added with this release.
GET ERP CODE MAPPINGS (DETAILS) - UPDATED PATH (4725436)
The GET ERP Code Mapping (Details) endpoint path has been updated to use ID-based retrieval. The new path structure is:
basic-config-api/beta/companies/{externalId}/erp-code-mappings/{id}.
This change aligns the endpoint with REST API best practices and improves the consistency of the API design.
CERTIFICATE MANAGEMENT - ADDITIONAL REPSONSE FIELDS (4352200)
The POST, PATCH, and GET Details endpoints for certificate management now include 2 additional fields in the response:
certUrl
(certificate URL) and
sellerDbaName
(seller doing business as name). These fields enable downstream systems and users to access certificate URLs and seller DBA names directly from the API without requiring additional database queries.
CUSTOMER MANAGEMENT - DBA NAME FIELD (4557602)
The POST and PATCH endpoints for customer management now support the
doingBusinessAs
field in both request and response payloads. This field maps to the DBA name stored in the customer database and enables downstream systems to manage and access customer DBA names directly through the API.
GET CERTIFICATES - SORT AND FILTER CORRECTIONS (4440314)
Issues were reported where the GET Certificates endpoint did not properly support sorting by state, country, or jurisdiction fields, and filter operators (greater than, less than, greater or equal, less or equal) were not functioning correctly for
effectiveDate
and
expirationDate
fields. These issues have been resolved, and the endpoint now properly supports all documented sort and filter capabilities.

Known issues

POST EXCHANGE RATES – START DATE AND END DATE
An issue has been identified in the POST Exchange Rates endpoint, which does not allow setting up the same date for
Start date
and
End date
fields. This is an inconsistent behavior compared with the UI functionality, and it will be fixed in the upcoming release

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