Configuration API 2026.02 release notes

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

Release dates

UAT EMEA Release Date: March 16, 2026
UAT AMER Release Date: March 17, 2026
PROD EMEA Release Date: March 23, 2026
PROD AMER Release Date: March 24, 2026

Release highlights

The 2026.02 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.
POST CUSTOMER CONTACT (5015105)
A web service that can be used to create contact details for a customer in Certificate Manager using the external company ID and customer number. This enables organizations to programmatically add new contacts to their customer records for efficient contact management and certificate processing.
GET CUSTOMER CONTACT LIST (5015104)
A web service that can be used to retrieve all contacts associated with a customer record from Certificate Manager. This allows organizations to review and manage their customer contact information programmatically for validation and subsequent configuration activities.
GET CUSTOMER CONTACT DETAIL (5016760)
A web service that can be used to retrieve a specific contact under a customer record from Certificate Manager using the external company ID, customer number, and contact ID. This enables detailed review and validation of individual contact information before updates or other customer-specific configurations.
PATCH CUSTOMER CONTACT (5015107)
A web service that can be used to update contact details for a customer in Certificate Manager by using the external company ID, customer number, and contact ID. This allows organizations to keep their customer contact information current and accurate as business relationships evolve.
DELETE CUSTOMER CONTACT (5015106)
A web service that can be used to delete contacts from a customer record in Certificate Manager by using the external company ID, customer number, and contact ID. The service ensures complete data integrity by automatically removing all contact attribute values and related data referenced to deleted records.
POST RATES (4665137)
A web service that can be used to create rates and fees for custom authorities in your tax system. This enables organizations to configure authority-specific tax rates and fees programmatically, supporting complex rate structures including basic, tiered, and graduated rates for accurate tax calculations.
GET RATES (4666627)
A web service that can be used to retrieve a list of rates and fees for custom authorities. This allows organizations to review and validate configured tax rates and fees across their tax jurisdictions, ensuring accurate tax calculation configurations.
GET RATES DETAIL (4887445)
A web service that can be used to retrieve detailed information about specific rates and fees for custom authorities. This enables thorough review and validation of complete rate configurations including rate types, effective dates, and tiered structure details.
PATCH RATES (5023894)
A web service that can be used to update existing rates and fees for custom authorities in your tax system. This allows organizations to maintain accurate and current tax rate information as regulations change, supporting modifications to rate amounts, effective dates, and rate tier structures.
DELETE RATES (5023925)
A web service that can be used to delete rates and fees for custom authorities. The service ensures complete data integrity by automatically removing all related rate tier data and child entities associated with deleted rates, maintaining database consistency.
PATCH ERP CODE MAPPINGS (4623317)
A web service that can be used to update ERP code mappings for tax calculations. Organizations can modify mapping conditions, add new mappings, or remove existing ones by providing a complete snapshot of the desired mapping configuration. This enables flexible management of how ERP codes are interpreted for tax purposes.
When sending a PATCH request, all conditions that should exist after the update must be included. Conditions not included in the request will be considered removed or deleted.
PATCH ERP CODE MAPPING PRIORITY (5015097)
A web service that can be used to reorder the priority of ERP code mappings within a conditional mapping group. This allows organizations to control the sequence in which mapping conditions are evaluated, ensuring correct tax treatment based on business rules and priorities.
When sending a PATCH request to reorder priorities, the complete snapshot of all active conditions must be included, regardless of whether they are being modified.
GET ZONE LAT LONG (4888687)
A web service that can be used to retrieve zone address details for given latitude and longitude coordinates. This enables organizations to validate location information and determine appropriate tax jurisdictions based on geographic coordinates, supporting accurate tax determination for location-based transactions.

Fixes

The following topics describe the fixes added with this release.
PATCH PRODUCT CATEGORIES UPDATE ISSUE (5113626)
An issue was reported where the PATCH Product Categories API was not working correctly when attempting to update a single field. This issue has been resolved, and users can now successfully update individual product category fields using the PATCH operation.

Known issues

No known issues identified in this release.

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