Configuration API 2026.04 release notes

UAT EMEA Release Date: July 07, 2026

UAT AMER Release Date: July 09, 2026

PROD EMEA Release Date: July 21, 2026

PROD AMER Release Date: July 24, 2026

The 2026.04 release of ONESOURCE Indirect Tax Configuration APIs expands users' ability to support programmatic configuration of TransEditors, custom fields, product classification, and operating licenses, enabling automated tax jurisdiction setup and maintenance workflows.

Details for each API endpoint, including Swagger, can be found in the Developer Portal.

The following topics describe features added with this release.

A new web service endpoint is available to create TransEditor groups for organizing transaction editing rules. This allows clients to establish groups that serve as containers for TransEditors, supporting the check-in/check-out workflow used for safe, isolated editing.

GET TransEditors Group List (5176025)

A new web service endpoint is available to retrieve the list of TransEditor groups configured for a company. This enables clients to review and manage TransEditor group configurations, supporting ongoing maintenance of tax determination workflows.

A new web service endpoint is available to retrieve detailed information for a TransEditor group, including its associated editors. This provides clients with granular visibility into TransEditor group configurations, supporting more precise management of tax determination rules.

A new web service endpoint is available to update TransEditor group properties, including description, start date, and end date. This allows clients to maintain accurate group configurations as business requirements evolve; the group name remains immutable after creation.

A new web service endpoint is available to delete TransEditor groups. Upon successful deletion, all associated child entities — including TransEditors, conditions, and actions — are automatically removed, ensuring data integrity across the configuration.

A new web service endpoint is available to check out a TransEditor group for editing. This creates an isolated draft copy of the group that is visible only to the checkout owner until the group is checked back in, allowing clients to safely modify TransEditors without affecting live transactions.

A new web service endpoint is available to check in a TransEditor group, promoting the draft copy to live. This allows clients to activate changes made during checkout; the operation is irreversible and can only be performed by the checkout owner.

A new web service endpoint is available to batch create TransEditors with their associated conditions and actions within a checked-out group. This enables clients to efficiently configure multiple transaction editing rules — including element evaluation, mathematical expressions, and reference list lookups — in a single request.

A new web service endpoint is available to retrieve TransEditor details, including their conditions and actions. This allows clients to review and manage TransEditor configurations for their tax determination workflows.

A new web service endpoint is available to update TransEditor properties along with their conditions and actions. This enables clients to maintain accurate transaction editing rules as tax calculation requirements evolve.

A new web service endpoint is available to delete TransEditors. Upon successful deletion, all associated child entities — including conditions and actions — are automatically removed, ensuring comprehensive and clean data management across the configuration.

A new web service endpoint is available to reorder TransEditors within a parent level of a TransEditor group. This allows clients to control the sequence in which TransEditor rules are evaluated during tax calculation, using a full snapshot of sibling TransEditors and their new order values.

A new web service endpoint is available to reorder conditions within a parent level of a TransEditor. This allows clients to control the sequence in which conditions are evaluated for AND/OR logic during tax calculation, while preserving the underlying condition hierarchy.

A new web service endpoint is available to delete conditions associated with a TransEditor. Upon successful deletion, all associated child entities are automatically removed and remaining conditions are reordered to maintain sequential integrity, ensuring comprehensive data management across the configuration.

A new web service endpoint is available to reorder actions within a TransEditor. This allows clients to control the sequence in which actions are executed during tax calculation processing, using a full snapshot of the flat action sequence and its new order values.

A new web service endpoint is available to delete actions associated with a TransEditor. Upon successful deletion, all associated child entities are automatically removed and remaining actions are reordered to maintain sequential integrity, ensuring comprehensive data management across the configuration.

A new web service endpoint is available to retrieve the list of valid input XML elements available for use in TransEditor conditions and actions. This enables clients to programmatically discover element names, data types, and hierarchy information for use when configuring TransEditor rules, supporting automated configuration workflows and validation of element references.

A new web service endpoint is available to create custom field label assignments for a company. This enables clients to programmatically assign display labels to Document-level and Line-level custom attribute slots — up to 200 per level — supporting their use in TransEditor conditions, rule qualifiers, and exemption certificate criteria.

A new web service endpoint is available to retrieve the list of custom field label assignments configured for a company. This enables clients to programmatically review which Document-level and Line-level custom attribute slots have been labeled, supporting downstream configuration of TransEditors, rule qualifiers, and exemption certificates.

A new web service endpoint is available to update the label assigned to a custom field for a company. This allows clients to rename custom attribute slots as business terminology or configuration requirements evolve, while preserving the underlying field type and number assignment.

A new web service endpoint is available to delete a custom field label assignment for a company. This allows clients to remove attribute slot labels that are no longer needed or were created in error, freeing the field number for future reassignment.

A new web service endpoint is available to retrieve tenant-specific preferences for classification suggestions, including suggestion count and similarity score visibility. This allows clients to confirm how many commodity code suggestions the system returns per product and whether similarity scores are displayed; if no preferences are configured, the system defaults to three suggestions with similarity scores shown.

A new web service endpoint is available to create or update tenant-specific preferences for classification suggestions. This allows clients with the Company Administrator role to configure the suggestion count (three, four, or five) and similarity score visibility for their tenant; only one preference record is allowed per tenant.

A new web service endpoint is available to generate product classification suggestions using an AI-powered similarity search model. This allows clients to submit product descriptions — individually or in batches of up to 100 — and receive the top three matching commodity codes with categories, definitions, similarity scores, and taxability information; the operation is asynchronous and returns a tracking ID.

A new web service endpoint is available to generate product classification suggestions by uploading a CSV file of product descriptions and codes. This allows clients to submit bulk classification requests and retrieve a tracking ID to poll for status and results; suggestions include the top three matching commodity codes with categories, definitions, similarity scores, and taxability information.

A new web service endpoint is available to retrieve completed classification suggestions that are pending a mapping decision. This allows clients to review product details and the top three commodity code suggestions, with support for filtering by product code and date range.

A new web service endpoint is available to delete classification suggestions. This allows clients to remove one or more suggestions in a single or batch request; deletions are soft deletes that preserve audit history.

A new web service endpoint is available to check the processing status of an asynchronous classification operation using its tracking ID. This allows clients to poll for completion of CSV uploads or large batch classification requests.

A new web service endpoint is available to retrieve the completed results of an asynchronous classification operation using its tracking ID. This allows clients to obtain the generated commodity code suggestions once processing is complete, with each result defaulted to a pending mapping status.

A new web service endpoint is available to import selected classification mappings into Standard Mappings. This allows clients to push classified product mappings to a specified company, mapping group, and effective dates for use in tax calculations; the operation is all-or-nothing, so the entire request succeeds or fails together.

A new web service endpoint is available to retrieve the import history for a specific classification mapping. This allows clients to review aggregated import statistics — including total import count, last import date, and status — along with the list of import sessions that included the mapping.

A new web service endpoint is available to retrieve a paginated list of classification mappings for the authenticated tenant. This allows clients to review mapping details, including product classification IDs, commodity codes, mapping type, similarity scores, rationales, audit information, and standard import status, with support for filtering and sorting.

A new web service endpoint is available to create classification mappings that store final product-to-commodity code assignments. This allows clients to submit single or batch requests (up to 100 items) as either suggestion-based or manually selected mappings, supporting flexible confirmation of AI-generated or user-chosen commodity codes.

A new web service endpoint is available to delete classification mappings. This allows clients to remove one or more mappings in a single or batch request; deletions are soft deletes that preserve audit history.

A new web service endpoint is available to export classification mappings to Excel (.xlsx) format. This allows clients to download mapping details — including product codes, commodity codes, categories, definitions, mapping types, similarity scores, rationales, and audit information — for offline analysis and reporting, with support for filtering and an optional list of mapping IDs.

A new web service endpoint is available to update the product code for a specific classification mapping. This allows clients to correct the product code on an existing mapping without affecting other mapping details, such as commodity code or rationale.

Config APIs for Operating Licenses now support the Facility ID field across GET, POST, PATCH, and DELETE operations. This aligns Config APIs with Determination's site-level tax treatment capability, allowing clients to create, retrieve, update, and remove Facility ID values for customers operating multiple facilities under the same license, such as oil and gas companies with multiple locations.

Config APIs for Operating Licenses now allow duplicate License Numbers for the same customer when each record is associated with a different Facility ID. This supports scenarios where regulatory authorities issue the same license number across multiple facilities; when Facility ID is not provided, duplicate validation continues to fall back to the combination of customer and License Number, allowing only one such record.

An issue was reported where the POST and PATCH Exchange Rates endpoints restricted the Start Date to no more than 540 days in the past and the End Date to no more than 90 days in the future, which was inconsistent with the date ranges supported through the UI and manual CSV upload. This issue has been resolved: the Start Date restriction has been extended to 5 years in the past, while the 90-day restriction on future-dated End Dates remains in place. GET requests are not affected by this restriction.

An issue was reported where loading exchange rates through the batch Exchange Rates endpoint experienced significant performance degradation for high-volume customers, including gateway timeout errors and incorrect duplicate or overlap validation errors. This issue has been resolved, and the endpoint now supports bulk exchange rate loads with improved response times.

The GET Authorities and GET Certificates endpoints have been optimized with redesigned SQL queries to reduce response times. This improves overall API performance for clients performing high-volume authority and certificate lookups.