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Certificate Manager

ONESOURCE Certificate Manager Q2 2025 update

This information applies to both Certificate Manager and Certificate Manager Original.

Tax certificate updates

The following certificates have been updated by their issuing jurisdictions.
Jurisdiction
Certificate name
Previous date
Revision date
Arizona
Transaction Privilege Tax Healthcare Exemption Certificate
N/A
11/20
Arizona
Arizona Department of Revenue Transaction Privilege Tax Exemption Certificate
09/21
04/25
Connecticut
Purchases of Tangible Personal Property and Services by Qualifying Exempt Organizations
05/04
06/25
Illinois
Certificate of Resale
12/10
04/25
Louisiana
Purchases by Political Subdivisions of the State of Louisiana/Sales Tax Exemption Certificate
07/19
01/25
Ohio
Sales and Use Tax Contractor's Exemption Certificate
04/24
05/25

Applying the content update

If you are a customer of our Enterprise Cloud Determination application, the certificate forms will be updated for you by Thomson Reuters. If you are a customer of our Original Certificate Manager application, the certificate forms need to be updated by following the steps below.
  • Downloading the Update
  • Installing the Update
Downloading the Update
Use the Customer Center to download Content Updates. Download either individual quarterly updates, or if there are missing forms because you skipped a quarterly update, download the cumulative master file:
  1. Log on to the Customer Center using the username and password assigned to you by Customer Support.
  2. Go to
    Menu
    Downloads
    , find Certificate Manager Forms Content line.
  3. Under Currently Installed Version, select ‘None’ for the latest forms.
  4. Click Download and save the file (for instance, CM.2024.03.1MasterForms.zip) to a directory on the system hosting ONESOURCE Certificate Manager or save the file to a networked folder that can be accessed by that system.
  5. Keep the file in the zip format because the installation process requires a zipped file.
Installing the Update
To install the Content Update:
  1. Log on to ONESOURCE Certificate Manager.
  2. Go to
    Admin Settings
    Forms Import
    .
  3. On the above page, either drag the zip file downloaded from Downloading the Update section above or browse to the location of the file and upload.
  4. The application will start processing the file. A spinning icon can be seen in the Forms Import section as the update process is in progress. Please wait on this screen until the process completes.
  5. The Import History section will show details of form update processes that have completed successfully.
  6. In case of any errors please reach out to TR Customer Support.

This article applies to:

  • Product: ONESOURCE Determination

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