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Charge line inheritance

Charge lines can automatically inherit data elements from their related source lines to ensure consistent tax determination and reporting for coupons, discounts, and fees.
This functionality is available for Determination Cloud in the 2026.01 release version.

Overview

In Determination, charges like coupons, discounts, or fees are often submitted as separate line items. They reference a related source line. To get consistent tax results and reporting, charge lines need to use the same data elements as their source lines.
Starting with version 2026.01, Determination lets charge lines automatically inherit data from their source lines. It ensures charge lines get the correct tax treatment when their taxability depends on attributes from the source line.

Coupons and rebates applied to multiple lines

A common scenario involves coupons or discounts applied to items whose tax treatment depends on specific attributes, such as eligibility flags, payment method indicators, or user-defined elements.
For example:
  • A SNAP-eligible item paid using EBT is exempt from tax.
  • A coupon is applied to that item as a separate charge line.
  • The charge line must receive the same exemption treatment as the source item.
Without inheritance, charge lines may lack the attributes needed to determine exemptions. This can result in incorrect taxation of the charge, even when the source item is exempt.

Charge line inheritance

The Company option,
Enable Charge Line Inheritance
, controls whether charge lines inherit data elements from their related source lines.
When this option is turned on:
  • Charge lines automatically inherit data elements from their source lines.
  • Tax determination logic, including exemptions and conditional rules, is applied consistently across source and charge lines.
When this option is turned off (default):
  • Charge lines include only the data elements explicitly provided in the request.
  • Charge lines are evaluated independently of their source lines.
This option provides flexibility for customers to control inheritance behavior based on their integration and business requirements.

Request structure

This enhancement doesn’t require changes to request payloads or transaction modeling. Charge lines continue to be submitted as separate lines referencing their source lines, and inheritance behavior is controlled through configuration.
Existing integrations continue to function as expected, with improved consistency in tax determination results.

This article applies to:

  • Product: ONESOURCE Determination,ONESOURCE Indirect Tax