Determination 2025.06 release notes
UAT Release Date: October 31, 2025
PROD Deployment Date: N/A
Key highlights
- Application Event History
- Tenant Trust Relationship
- Brazil Tax Reform
What’s new
Application Event History (1753946, 1523784, 1027562, 1725522)
The Application Event History (AEH) feature introduces a comprehensive event-tracking system within ONESOURCE Determination Enterprise, designed to log and audit configuration-level changes across application modules. This functionality supports SOX 404 compliance by ensuring full traceability of changes in a multitenant environment.
AEH captures detailed metadata for each event, including the user, timestamp, event type, source (UI, API, or system), and before/after values.
As part of this release, AEH will be made available to a limited group of pilot users. General availability is planned for release 2026.01.
During this pilot phase, you will be able to view event records for key modules such as Companies, Users, Authorities, and Currencies. This functionality can be enabled or disabled at the customer's request and will be disabled by default.
Tenant Trust Relationship
Provides Tenant Trust Relationship, informally known as Switch Account functionality, allowing parent tenant users to switch into specified child tenants using a single set of login credentials. Administrators can define trust relationships between two tenants, transfer user access, and assign roles or tiles in the child tenant via external user settings. This streamline reduces separate logins for each tenant and promotes unified user management.
Brazil Tax Reform: cClassTrib Code Support in Tax Determination Output (1843841, 1829519)
With the Brazil Tax Reforms, cClassTrib codes are now included in the tax determination output for each invoice under Authority Tax, within the authority_attribute element. Determination stores cClassTrib data in the TB_RULE_OUTPUTS table, which extends the Rules framework per authority and contains: Name (required), Value (required), Start Date (required), and End Date (optional).
Brazil Tax Reform: CBS and IBS Authority Support for Brazil Import & Export Transactions (1852299)
Determination now support CBS (Federal), IBS State, and IBS City authorities for import and export transactions for Brazil Tax Reforms. For exports, all authorities trigger at the Ship From location with tax type ZE and outbound direction, resulting in zero tax amounts. For imports, triggers occur at Ship To or Supply To locations using qualifiers, with Tax Types IM (Goods) and IS (Services) and inbound direction. Authority messages (BRSCBSEX1, BRBIBSIM2, BRBIBSCIM2) verify correct logic, ensuring consistent tax behavior and DPI code composition for Goods, Services, Customer Location Services, and Physical Performance.
Unit Level Tax Amount in Response (1793722)
This release adds per-unit tax details in each authority tax block of the response. When “Enable Tax Amount per Unit” is true, Determination calculates tax per unit by dividing the unrounded document tax amount by quantity, with both rounded (to two decimals) and unrounded values provided. Due to rounding, summed unit taxes may differ from total tax; always rely on “Authority Amount” or “Document Amount” as the correct totals.
Tobacco Tax Calculations (1829042, 1785927, 1819569)
Two new tobacco tax calculation methods: Unit-Based Tax Calculation and Unit-Based Tax Calculation with Contributing Authorities—allow precise per-unit tax on cigar packs, using rule-based percentages, rates, and thresholds. Authority-level rounding options (Round, Ceiling, Floor) can be set specifically for cigars to comply with provincial regulations.
COUNTRIES USING POSTCODE LOOKUP POLICY Configuration (1734150)
A Company configuration option, COUNTRIES USING POSTCODE LOOKUP POLICY, has been introduced to enhance address completion and tax determination. This parameter accepts one or more country codes (e.g., PR, FR, CA) and enables Determination to automatically complete Ship To and Ship From addresses using the provided zip code in transaction requests.
Import & Export: Custom Rules, Certificates and Customers (1795094, 1372541, 1700791, 1730520)
This release enhances the capabilities for importing and exporting data pertaining to individual configuration items, such as Custom Rules, Certificates, and Customers. The refined user interface enables you to selectively transfer specific records between tenants or environments, thereby bridging significant functionality gaps and substantially increasing the portability and flexibility of configurations.
What’s changed
Custom Zone Alias Allows Same Alias Values as Short Codes (1797334)
Determination now handles custom short codes and zone aliases, ensuring that when they are identical, the zone alias takes precedence for accurate zone matching. This update supports the use of alphanumeric as well as numeric zone aliases and ensures all the assigned zone aliases, regardless of their format, are correctly applied in transactions.
Logic for Texas City/County Max Type (1799049)
Determination logic for Texas City and County tax configuration has been enhanced to support scenarios where multiple Special Purposes Districts (SPDs) or Transit Authorities (MTAs) apply to a single location. Determination now accurately calculates and applies all relevant taxes for Texas authorities.
Graduated Tiers Correctly Support De Minimis Regulations (1812388)
Determination now utilizes Graduated Rates to handle products excluded from certain tax exemptions, ensuring these items do not count toward the total invoice amount and are taxed at standard rates as per the tax regulations.
Custom Products Exemption Visible for View-Only Users (1558222)
Previously, view-only users couldn't access custom product configurations or sales tax exemption info unless they were made Power Users with full permissions. Now, view-only users can see these configurations and exemption details for auditing and review, without being able to edit or delete them.
Certificate Manager: Inactivate Multiple Exemptions (1083410)
Tax professionals can now inactivate several exemption certificates at once when a customer is no longer exempt or changes their legal name. This feature saves time by eliminating the need to update each certificate individually.
Cascading Rate
Cascading rates and fees allow you to apply a rate across multiple authorities at the same jurisdiction level by selecting a new "Cascading" checkbox during setup. This feature distinguishes custom, cascading, and standard rates, allowing you to toggle the Cascading Rule as needed. Existing rates stay the same, with no automatic conversions, ensuring data integrity.
Rule Output
A "Rule Output" section is added to the Authority rule page, allowing Tax Administrators to define extra return data for tax rules. An improved user experience features a form for fields such as Name, Value, Start Date, and End Date, plus a grid for managing outputs. Changes are saved only when "Save" is clicked; soft-delete is supported until final confirmation.
Tax Rate Finder: Column Level Filter
Column-level filtering has been implemented on the Tax Rate Finder result pages, enabling you to perform partial text matches within individual columns such as Authority, Code, Fee, and Tier type. Multiple filters may be utilized simultaneously to further refine search results. This case-insensitive functionality is available in both the "Search by Tax Authority" and "Search by Address (Goods)" views, contributing to reduced scrolling and enhanced usability.
Brazil Tax Reform: Enhancements to CBS and IBS Triggering (1838338, 1855317)
For Brazil Tax Reforms, the CBS authority will be selected based on Ship From location after validating registrations for both Ship From and Ship To locations. IBS Province and City authorities are selected using Ship To or Supply To locations, as determined by a rule qualifier. If LINE.END_USE includes a qualifier for the IBS authority, Determination uses the address indicated by that rule qualifier; SU_CITY (supply city) is selected based on the IBS City at Supply To, otherwise at Ship To. SU_STATE (supply state) is selected based on the IBS State at Supply To, otherwise at Ship To. Registrations are validated per the relevant zone address for IBS and IBS-CITY authorities.
Brazil Tax Reform: Calculation Enhancements for Services (1780615)
CBS and IBS taxes for DS (Default Services), CL (Customer Location Services), and PP (Physical Performance) service transactions use the Inclusive or Standard calculation method. The Inclusive method subtracts ISS, PIS, and COFINS from the gross amount to find the taxable basis; the Standard method uses the gross amount directly. This enhancement applies to Seller and Buyer roles, supports all business supply and transaction types, and does not change current authority tax calculations. Company options are excluded as they do not affect authority-triggered services.
Brazil Tax Reform: Rounding Logic for CBS and IBS (1858446)
Determination now excludes CBS and IBS tax amounts from penny pitching adjustments for more accurate and consistent tax calculations. CBS and IBS taxes are rounded to two decimal places but do not take part in penny pitching by default. Existing authority rounding (ICMS, IPI, COFINS) stays unchanged, ensuring product amounts remain consistent. CBS and IBS amounts will still appear in output files for reporting and testing.
What’s fixed
Brazil Tax Reform: CST Code Formatting Fix for CBS and IBS Authorities (1833951)
To meet Brazil Tax Reform requirements, we corrected CST code formatting in XML outputs to CBS and IBS authorities. Previously, the full taxation code (000) was rendered as 00 due to numeric storage protocols. We've added an AUTH_CST_CODE column to store CST codes as strings, ensuring the three-digit format for CBS/IBS submissions while maintaining two-digit formats for current authorities. This update applies to both SDI and CCA workflows.
Oil & Gas: Operating License Number Improvement (1788440)
Determination now stores NULL values in operating license tables and leaves the <License_Number> XML field empty when no license is assigned, instead of generating random numbers. This applies to audit tables and authority messages. For the 'NO LICENSE REQUIRED' type, 'No License Required' remains as the license number.
Oil & Gas: Create OLTM Records for Multiple Companies (1828930)
With this update, you can now easily generate matching OLTM records with identical Start and End dates for different companies. This improvement simplifies license management when validity terms and business needs align across multiple organizations.
ERP Code Mapping (Dynamic): Accurate Authority Assignments (1486983)
Earlier releases had issues where transactions with tiered tax rates did not properly use the ERP_TAX_CODE because of mismatched internal data collections. Now, Determination has improved by referencing the appropriate collection during ERP code mapping, so all relevant tax blocks—including those related to tiered rates—are included.
Limited Use DFI Exemption Certificate Service (1538637)
We fixed problems with importing Limited Use DFI Exemption Certificates, including failures when certificates had multiple limited-use attributes or were reimported with identical attributes. Certificate processing is now smoother and more reliable.
License Start and End Date Overlap (1789043)
A previous issue involving the incorrect generation of "date overlap" error messages when setting license end dates has been resolved. The errors sometimes reference unrelated customers, leading to confusion. This matter has now been addressed, and license end dates may be set without encountering these erroneous notifications.
Certificate Manager Portal: Pending Approval Certificates (1822732)
Previously, selecting all authorities except Federal Excise Tax caused an error about exceeding 2000 jurisdictions and blocked certificate saves. This issue is fixed; certificates are now saved correctly when multiple authorities are selected.
Assigning Required Roles (1551445)
In previous versions, Determination lacked clear error messages about missing or incorrect roles during setup. Now, you get specific guidance to fix role assignment problems, improving onboarding.
DFI Native Certificate Import State Renders (1805945)
An issue has been resolved that prevented fully spelled-out state names (e.g., "UTAH") from populating correctly in the Customer address field, ensuring consistent and accurate address entry regardless of state name format.
ERP Code Mapping User Interface Navigation (1828002)
Previously, Determination may have displayed a 412 error when returning to the ERP Code Mappings page after leaving paginated results (e.g., viewing records 21-30, navigating away, then returning). This error has now been resolved.
Error on Saving Custom Product Category with Unique Commodity Code (1570159)
The issue where users were unable to create a new Custom Product Category using a unique Commodity Code has been resolved. Previously, attempts to save valid entries triggered a 412-error preventing successful creation and persistence of the record. With this fix, the system now correctly allows saving new Custom Product Categories with unique Commodity Codes without errors or validation messages
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