Determination 2026.03 release notes
UAT EMEA Release Date: May 5, 2026
UAT AMER Release Date: May 7, 2026
PROD EMEA Release Date: May 20, 2026
PROD AMER Release Date: May 27, 2026
Key highlights
- Log Center: SOAP XML tax calc transaction responses logging for faster troubleshooting and confident auditing.
- Product Classification:Map up to 100 classified products to Standard Mapping in a single action.
- Currency Management:Process aged invoices with confidence; historical exchange rates now supported up to 5 years back.
What’s new
Log Center
: SOAP XML Response Added (4696241)Log Center now captures both SOAP XML requests and responses for tax calculation transactions, completing end-to-end visibility into your SOAP API activity. This applies to both Audited and Un-Audited transactions with no impact to request processing or existing integrations, giving you a full picture of each transaction for troubleshooting and audit purposes.
Tax Calculation Response:Exemption Certificate Details Added to Summary by ERP Code REST API Response (4296420)
The Summary by ERP Code response now includes exemption certificate details — certificate number, exempt reason, and expiry date — directly within each TaxBlock, eliminating the need to cross-reference separate data sources to retrieve certificate information. Where multiple unique certificates apply to a given ERP code, all entries are returned as an array, giving you complete certificate visibility within a single response.
Product Classification: Classified Products now included in Standard Mapping (5022771-Single, 5022776-Batch)
You can now map up to 100 classified products directly to Standard Mapping from Product Classification. Just select your products, set the target company, group, region, and start date, then confirm. The system validates and maps all items at once, showing how many were mapped. This feature is available only for US operations; mapped data stays visible in the Product Classification tab.
Brazil: New Factor Gross Up Tag Now Included in Brazil Tax Summary (4785512)
The Tax Summary output now includes the gross-up factor when one is applied to a Brazil transaction, giving you clearer visibility into how your tax was calculated. The value appears automatically across SOAP 2011, SOAP 2020, REST, and XML Invoice Servlet — no setup or configuration needed — and is simply omitted when no gross-up factor is used.
Brazil: Inclusive Tax Audit Indicator Is Now Consistent with LINE_END_USE for Brazil CBS-IBS (5031328)
For Brazil CBS and IBS authorities using the 'Brazil CB IBS' calculation method, the audit table's ‘inclusive_tax’ flag is set to
Yes
when the LINE_END_USE qualifier is INCLUSIVE. The update adds the necessary logical check to the calculation process, removing the need for workarounds and ensuring audit reports match the intended tax treatment for inclusive pricing.Introduction of Configuration Setting to Exclude Fees from Allocation Calculations (4980791)
A new company-level option lets you exclude fees like shipping and delivery from allocated charge calculations, ensuring fully taxable items retain a 100% basis and basis percentages only decrease when valid exemptions apply. If you choose
No
, allocations work as they always have. If you select Yes
, flat fees like shipping or delivery won't lower the basis percentage, fully taxable items keep a 100% basis for all authorities, and basis percentages only decrease when legitimate exemptions are present.Product Classification: Import History Tracking for Classified Products (5240004)
A new Import Status column in the Saved Classified Products grid lets you instantly see which products have been sent to Standard Mapping and how many times. Clicking the status badge opens a detailed history showing the import date, company, mapping group, start/end date, and the user who performed each import — making it easy to audit mapping activity and avoid duplicate or missed imports.
Product Classification: Inline Product Code Editing for Classified Products (5220200)
You can now easily add or update a Product Code directly within the Saved Classified Products grid. No need to go anywhere else to correct or enter missing codes—just use the new Edit feature available for every product, whether it has a code or not. The edit modal displays key product details with the editable field, validates input to prevent errors, and shows the current mapping status in the Import Status column for an efficient workflow. Selecting Edit opens a modal with Material Description, Material/Item Group, TR Commodity Code, and an editable Product Code.
Oil & Gas: Facility-Level Operating License Evaluation (4980852)
You can now include a Facility ID when assigning operating licenses for Customers, ensuring each license type is only applied when it matches the specific facility in the request. This prevents incorrect licenses from being evaluated across sites, giving you accurate, site-specific OLTM application without affecting existing behavior when no Facility ID is provided. See the Help and Support site for more detailed information.
What’s changed
Response Editor: Full Editing Support for Existing Condition Sets (5104641, 4959511)
When using Response Editor, you can now add, modify, and save conditions and actions within an existing condition set directly from the editor, with all current values loading correctly when revisited. Every supported field — including editor name, description, conditions, and actions — is editable with built-in validation, giving you complete control to update and maintain your configurations without needing to recreate them from scratch.
Response Editor: Improved Success Messaging (5113061)
Success messages in the Response Editor now provide clearer, context-specific feedback — guiding you to add conditions and actions after saving editor information, and confirming updates distinctly when editing an existing editor. This removes ambiguity from generic confirmation messages, so you always know exactly what was saved and what to do next.
Response Editor: Back Navigation Added (5113069)
A new Back button in the Response Editor makes it easy to return to the search page without losing your work — if unsaved changes exist, a confirmation prompt lets you choose to discard or stay, preventing accidental data loss.
Custom Product Categories: Enhanced Date Management (5104036)
Custom Product Categories now offer greater flexibility in managing dates, making it easier to configure and migrate product category records. Start dates are no longer a blocker when records don't have one populated, date cascading across exemptions and state configurations is now within your control, and support for multiple start and end date ranges brings parity with Original Determination functionality — together simplifying migrations and reducing the manual effort previously required to work around these limitations.
Currency Management: Extended Exchange Rate (5046635)
Exchange rates can now be created and uploaded for dates up to 5 years in the past — up from the previous 18-month limit — allowing customers who process aged invoices to apply accurate historical exchange rates without workarounds. The date picker clearly indicates the supported range, and the updated constraints are applied consistently across the Search, Edit, and Add pages in both the UI and APIs.
Content Extract: Bulk Activation Controls(4296211)
You can now activate or deactivate all Content Extracts at once using the new Activate All and Deactivate All buttons, eliminating the need to toggle each extract individually. Each row displays a clear visual status indicator, the grid can be filtered by activation state, and all changes persist across page refreshes — making it significantly faster to manage extract status at scale.
Model Scenario: Tooltip Added to City Field to Prevent Zone Alias Misconfiguration (4495222)
A new tooltip on the City field in Model Scenario creation now warns users to include County details when using a custom city-level zone alias — preventing incomplete tax calculations that occur when only the State authority is resolved. This reduces misconfiguration for users transitioning from Original Determination, where county was not required to trigger all relevant authorities.
Geography‑Driven Authority Selection Enhancement (5297726)
This release enhances the Authority selection experience within the Editor Information section by populating the Authority dropdown based on the selected Country and State/Province. Both standard and custom‑configured authorities associated with the chosen geography are now fetched and displayed ensuring comprehensive and accurate authority coverage.
note
In cases where the authority list is extensive, there may be a temporary performance impact while loading the dropdown, resulting in minor delays. This will be addressed and optimized through an enhanced UI in a future release.
What’s fixed
Corrected Tax Type Determination for Northern Ireland Intra-EU Transactions (5056991, 5057017)
Intra-EU transactions involving Northern Ireland are now correctly classified following a tax type misclassification introduced by the June 2025 Content Update #1 PRL change. Transactions such as Intra Community Dispatch are no longer incorrectly treated as Distance Sales, restoring accurate tax determination for affected scenarios without any configuration changes required.
Custom Rules: Controlled Visibility for Parent and Child Company (5183235)
Custom rules are now correctly scoped to the company they were created for, resolving an issue where parent-level rules were incorrectly displayed to child companies and blocking authority deletions at the child level. A new Default/Inherited toggle on the Rules listing page gives you explicit control over visibility — defaulting to company-specific rules only, with the option to switch to an inherited view that surfaces parent and child rules together when needed.
Corrected OSS Registration Priority for B2C EU Transactions (4312915)
EU One Stop Shop (OSS) registrations are now correctly prioritized for B2C transactions, ensuring the designated OSS authority country registration is applied instead of local country registrations. This resolves an issue where local registrations were used even when explicitly excluded from the transaction call, giving you accurate and predictable OSS-based tax determination without workarounds.
Tax Calc Response: Resolved Duplicate License Blocks in XML Response(4783907)
Tax calculation responses now contain only the License details associated with the rule that was applied, resolving an issue where duplicate License blocks appeared when the same license condition was configured across multiple custom rules for the same authority. This ensures clean, accurate output that reflects only the relevant license information without redundant entries.
Response Editor: Input Validation Added for Special Characters in IF Section (5111459)
When using Response Editor, the Element/Expression field in the IF section now validates input and rejects unsupported special characters (such as !@#$%^&*(), <>, {}, //, etc.), preventing invalid entries from being saved. An inline error message guides users to correct their input, ensuring data integrity and reducing downstream issues caused by malformed expressions.
Oil & Gas: Independent Operating License Evaluation Per Transaction Line (5193438)
Operating License configurations are now evaluated independently per transaction line, ensuring that OLTM settings applied to one line no longer affect others. When a customer or vendor is present on a line, the corresponding mapping is applied exclusively to that line, with a fallback to the default JE mapping when none is specified — resulting in accurate, line-specific tax processing.
Response Editor: Automated Database Cleanup on Company Deletion (5227016)
Deleting a company from the UI now automatically removes all associated Response Editor records from the database, eliminating orphaned data that could cause inconsistencies. This ensures UI actions are fully synchronized with backend cleanup, maintaining data accuracy across the system without requiring manual intervention.
Response Editor: Expanded Element Support in Response Editor Utility (5199503)
Eight additional line-level tax elements are now supported in the Response Editor, including zone codes, Brazil Pauta pricing fields, quantity conversion, rate unit of measure, calculation basis mode, and the ShipTo Brazil ICMS DIFAL rate. This expands the range of tax data available for response configuration, giving you greater flexibility to tailor outputs to your specific calculation and reporting needs.
Oil & Gas: Resolved Operating License Processing for International Payloads (5267710)
The Operating License Management Service (SOAP API) now correctly processes international payloads, applying merchant-specific custom license types when available and falling back to standard content license types based on the applicable zone when none exist. Additionally, invalid or inactive license types are now met with a clear error message, ensuring accurate validation and consistent behavior across environments.
Oil & Gas: Clearer Error Messaging for Invalid License Types in OLMS SOAP API (5280013)
When a tax response cannot be generated due to an invalid or inactive License Type, the Operating License Management Service (SOAP API) now returns a clear, descriptive error message that explicitly identifies the cause. This removes guesswork from troubleshooting, helping users quickly pinpoint and resolve License Type issues without escalating support requests.
ERP Code Mappings: Resolved Incorrect Validation for Use Delimiter (5154878)
The "Use Delimiter" field in ERP Code Mapping is no longer incorrectly flagged as required, resolving an issue that was blocking users from completing mapping operations when the field was not applicable.
Model Scenario: Resolved Data Loss When Copying with Line-Level Custom Fields (5081108)
Copying a Model Scenario with populated line-level custom fields now correctly carries that data over to the new scenario while preserving the original — resolving a bug that caused line-level custom field data to be lost from both. This restores the reliability of the Model Scenario copy function, which is critical for testing workflows that depend on duplicating fully configured scenarios.
Model Scenario: Resolved Calculation Error for VCT Undercharge in Model Scenarios with Accrual Settings (4777425)
VCT undercharge scenarios with accrual and tolerance settings now calculate correctly in Model Scenario, resolving an issue where a NullPointerException was blocking results and displaying a misleading success notification alongside an unexpected error. Calculation results are now returned as expected, consistent with the behavior already seen via SOAP call.
TransEditor: Resolved Registration Number Copying in TransEditor Copy Action (4348603)
The TransEditor Copy action now correctly preserves all registration number entries — seller, buyer, and middleman — when copying between invoice and line level, resolving an issue where multiple registration numbers were merged into a single concatenated value. This prevented Determination from recognizing any of the registrations during processing, leading to incorrect tax determination that is now fully resolved.
Document Rounding: Resolved Intermittent Transaction Failures When Enabled (4609657)
Transactions with document rounding enabled now process reliably and return valid rounded tax amounts every time, resolving an intermittent NullPointerException that caused unpredictable failures when is_rounding was set to Y. Identical payloads now produce consistent results, eliminating the need to investigate or retry failed transactions caused by this issue.
ERP Code Mappings Export Not Working as Expected (5119334, 5248292)
An issue was reported where selecting a single ERP Code and using the Export option on the ERP Code Mapping page caused the system to export all ERP Codes within the same group, rather than only the explicitly selected ERP Code. This has been fixed, ensuring that only the explicitly selected ERP Code is included in the exported file.
Tax Calc Issue – Net Gross Amount and Net Tax Amount (5326404)
This release resolves two calculation scenarios where
netGrossAmount
and netTaxAmount
were incorrectly computed by the tax engine. The affected scenarios included:- Transactions where merchant or store discounts were applied usingrelatedLineAmountsand the associatedlineNumbercontained alphanumeric values.
- Transactions where Global Product Group (GPG) codes were used for merchant or store discounts on related lines.
These issues have been addressed to ensure that net amounts are correctly reduced based on the applicable discounts applied to the invoice.
Related Content
-
Determination - Enterprise Cloud
Format:
Article