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Current release notes

March 25, 2025

Release notes highlight new features and improvements made to ONESOURCE Tax Provision.

Enhancements

Removed override checkbox for state tax rates
We removed the
Override
 checkbox on the
Datasets
Units
Jurisdiction
State Tax rates
 screen. Now, the rates cell is always editable. When you change the rates directly in the rates cell or by pushing values from Workpapers or the Excel Add-in, ONESOURCE Tax Provision shows
Overwritten Data
 to indicate the value is replaced.
Developer portal API update for FORU Import/Export
We updated the Developer Portal API to support the import and export of Forecast Units (FORU). This enhancement lets you import and export FORU data through the API.
Export API
A new
FORU
 datatype is now supported for data exports. To request an export with this datatype, use the following format:
{
    "exportType": "Data",
    "dataset": "Dataset",
    "dataType": "FORU"
    }
The response will be in JSON format, and the data column structure obtained from the data-types/data API.
Import API
The Import API now supports the
FORU
 datatype. To import data using this new datatype, use the following request format:
{
"importType": "Data",
"dataset": "Dataset",
"dataType": "FORU",
"data": [[ /* Column structure we can get from data-types/data api ]]
}
The response format for imports will remain consistent with the existing import functionality, ensuring integration with your current processes.
Integration with General Ledger Manager (GLM) for collection and aggregation
The Bridge Import process in now supports General Ledger Manager (GLM) data files with up to 7 columns. Previously, files with a 7th column would fail. ONESOURCE Tax Provision now processes these files and will ignore the
Financial Hierarchy
 value in the 7th column.
Collections with 7 columns will now appear in the
Collection
 and
Aggregation
 dropdown. This ensures the data imports from Data Hub, SAP, and GLM into ONESOURCE Tax Provision.
This improves compatibility with GLM file structures and prevents failures in the Collection and Aggregation process.
Provision Summary report: True-ups
We’ve added a True-Ups section to the Legacy State Provision Summary report to ensure consistency across all reports.
New True-Up section on the data entry screen
We’ve added True-Up as a new option under
Administration
Manage Data Options
Classes & Subclasses
Component Types
. This addition let you customize Data Entry permissions for specific Classes. Currently, all screens with a True-Up column are available under Data Entry Rule, but not all are reflected in the Data Entry screens. This change applies to the following Data Entry screens:
  • Temp Diffs – Tax Basis
  • Temp Diffs – Book/Tax Basis
  • Tax Adjustments
  • Tax Loss Temp Diffs – Tax Basis
Updates for the remaining Data Entry screens will be included in future releases. Changes will be recorded in the Audit Trail.
Combine functionality for True-Up columns
When creating a new dataset using the Combine functionality, True-Up columns will now be correctly included.
Temp Diff Discrepancy Report update
The Temp Diff Discrepancy report now includes True-Up values. The Activity column has been renamed to Activity/True-Ups, and the Ending Balance will be accurately calculated.

Resolved issues

Perm Diff-Tax Basis type mapping:
 We fixed an issue where the Perm Diff-Tax basis type was always set to P&L Adjustment, even if mapped as Equity type. Now, the bridge import respects the specified mapping and imports data based on the type (E-Equity Adjustment or P-P&L Adjustment). You can preview this on the
My Datasets
Bridge Mapping
 screen. The record is reflected accurately on the
Review Edit
 screen according to the assigned type.
Sub-Consolidation dropdown visibility in Workpaper Wizard for administrative users:
 Previously, the
Sub-Consolidation
 dropdown appeared blank for administrative users in the Workpaper Wizard because they weren't assigned any Sub-Consolidations. This prevented them from selecting
Sub-Consolidations
 when pulling Unit List data. The dropdown now correctly displays all Sub-Consolidations assigned to the selected dataset, regardless of the user role.
Tax rate update in Tag Datasets:
 We fixed the issue where you weren't able to update Beginning and Ending Unit rates in the
Temp Diff - Tax Basis
 and
Temp Diff - Book/Tax Basis
 screens, even with the
Override Rates
 option checked. Changes seemed to be saved but were lost upon reloading the page. You can now successfully update and retain tax rates in tag datasets when you check
Override Rates
.
Subclass save issue with duplicate class names:
 An error
Invalid - Code must be Unique
 appeared when trying to edit or save a subclass with a name or code matching an existing class. This issue has been resolved, letting you edit and save subclasses even if a class with the same name exists.
RTP and True-Up procedures:
 When switching between the 2 RTP posting options (Post Ret-to-Prov and Post True-Up), the system didn't delete previous procedure rows. Now, posting True-Up after RTP will remove the RTP rows and vice versa, ensuring accurate data management.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision