Determination 2026.02 release notes
Release dates:
UAT EMEA Release Date: March 03, 2026
UAT AMER Release Date: March 05, 2026
PROD EMEA Release Date: March 24, 2026
PROD AMER Release Date: March 31, 2026
Release highlights
- Log Center:Log Center is a new ONESOURCE Platform feature that logs SOAP XML requests for the Tax Calculation API to support auditing, troubleshooting, and monitoring.
- Tax Response Editor:The Tax Response Editor lets users adjust tax response elements after calculation, offering flexibility for complex business needs and evolving regulations not covered by standard tax settings.
- Model Scenario Redesign:The Model Scenario user experience has been revamped to make managing and viewing results more efficient. The new design lets you access all existing features with improved navigation.
What’s new
Log Center (4955965)
Log Center is a new capability on the ONESOURCE Platform that records incoming SOAP XML requests made through the SOAP Tax Calculation API. Designed to support auditing, troubleshooting, and activity tracking, Log Center enhances internal monitoring without impacting request processing or integrations. When enabled for Determination, it logs both Audited and Un-Audited tax transactions, and stores SOAP XML requests for at least six months from the transaction date. In future ONESOURCE Determination releases, we will introduce functionality to capture response data when utilizing the SOAP XML Tax Calculation API. Additionally, we will communicate the migration plan for customers leveraging Unified Logging with the REST JSON Tax Calculation API to transition to the Log Center.
Tax Response Editor (4711656)
The Tax Response Editor is an advanced feature designed to enable users to modify tax response elements following tax calculation. This solution meets the essential demand for adaptability in managing complex business situations and changing regulatory frameworks that may not be accounted for within conventional tax configurations.
Key features include building custom editors by condition, supporting country-specific reporting codes, and showing Reporting Codes in the Tax Authority portion of the tax response. This enables tax teams to address exceptions quickly without system reconfiguration. Future updates will let condition changes in sets and multiple Response Editor Groups per company.
Company Admin Option: Enable Optimized Exempt Certificate Processing (4668817)
A new Company Admin Option,
Enable optimized exempt certificate processing
, enhances Determination's performance when dealing with a high volume of exemption certificates linked to a particular Company. By streamlining exemption certificate processing, Determination can calculate and commit tax requests much faster for customers who handle a significant number of certificates.Model Scenario Redesign (4658107)
The Model Scenario user experience has been redesigned to increase efficiencies when managing and viewing the results of the scenario. Now when you search for the Model Scenario feature, by default the new design provides a new experience to navigating the same capabilities that Model Scenario has always provided.
If you prefer the old Model Scenario, use the
new Model scenario
switch in the upper left corner to switch back. The button saves your preference during your session, but resets to the new version after sign out. Filters and unsaved work won’t transfer between versions—save changes before switching.Brazil: Exclude CBS/IBS Tax Amounts in Total Tax Amount (4767655)
A new Company Admin Option,
Include CBS IBS (Yes/No)
, lets you decide if CBS and IBS tax amounts are included in the Total Tax Amount during tax determination. By default, they are included, but setting the option to 'No' excludes them from the Total Tax Amount. This applies to both Forward, and Reverse from Total calculations. For Reverse calculations, CBS and IBS are calculated using the reciprocal of the Forward formulas and don’t reduce Gross Amount (except IPI); other tax authority bases (ICMS, PIS, COFINS, IPI, ICMS‑DIFAL, FECP) remain unaffected, treating CBS and IBS as taxes rather than components of transaction price. As of release 2025.06.01, CBS and IBS are still excluded from penny-pitching.Net Tax Amount per Unit Field
The REST Tax Calculation API response now includes a
netTaxAmountPerUnit
element in each tax block at the line-item level. This element provides an accurate per-unit tax amount, factoring in coupons, rebates, or discounts. A value in this new element appears for line items with quantities over one and is calculated as “Net tax amount” divided by quantity.What’s changed
India GST: Handling for Seller and Buyer Scenarios (4734505)
This release of Determination enhances GST tax calculation for India, particularly for Goods transactions where the Company Role is designated as Seller or Buyer.
For Seller cases, if Ship_From, Seller Primary, Ship_To, and Bill_To addresses are the same, taxability remains unchanged. When a Seller Primary location is given, Determination uses it to set the tax authority and does not check Ship_From. If Seller Registration is missing, tax calculations stop and an error appears: 'Failed to calculate Tax.' A note states: 'Seller must be registered to collect tax in Seller Primary Location.'
In Buyer cases, when Seller Primary and Bill To locations are the same, Determination uses the Bill_To CGST/SGST authority and displays both parties' registration numbers from that authority, or only those available. If the locations differ, Determination applies the Bill_To IGST authority, showing the seller's registration from Seller Primary and the buyers from Bill To, displaying only available registrations and keeping the IGST authority.
Brazil: Enhanced IBS Registration Mask Validation for B2B (4873394)
Brazil IBS has been updated to boost accuracy in B2B tax invoice processing. Registration numbers for state and municipalities are now validated using CBS-format masks based on Supply‑to or Ship‑to locations, or end-use requirements. Seller registration is required but not format validated. Federal and state protocols remain the same. Determination gives clear notifications for incorrect registration formats.
Brazil: B2C CBS/IBS Tax Inclusion Update (4767849)
In Brazil B2C transactions, both CBS and IBS taxes apply if the company is a Seller or Buyer and Business Supply is 'NO', regardless of buyer registration. This aligns with pre-tax reform rules for consumer sales. Now, federal registration only distinguishes company-to-individual transactions; registration authority settings don’t affect B2C tax determination, ensuring accurate and consistent consumer tax calculations.
Reversal Logic Enhanced to Accurately Reflect Fiscal Date (4542189)
We resolved an issue in Determination and Reports Analytics where AP invoice cancellations or deletions in a later GL period caused incorrect fiscal dates, leading to non-compliant audit records. Previously, reversals always kept the original fiscal date; now, Determination records the correct reversal fiscal date, whether specified or not, without altering the original invoice. Both Determination and Reports Analytics reflect the updated fiscal date.
Global Product Group
(GPG)
: Additional PCA Type Options (4725944)
This Determination update introduces additional selectable values in the Company Options for "PCA US TYPE" and "PCA INTL TYPE", thereby enhancing Global Product Group (GPG) support. New options now include UNSPSC, Harmonized, Non-harmonized, Brazil, FTA – Fuel Tax Administration, India GST, Canada, and Global. These updates improve regional configurability, but product‑matching will still use the current PCA table logic with no changes applied.
Application Messages Multi-Company Filters (4311595)
Application Messages now support multi-company or "All Companies" searches. Selected companies are shown in the Filter area with clear indicators, confirmation before saving, enhanced success messages, partial failure handling, audit trails for all affected companies, and tenant-scale performance.
Custom Product Historical Zone Exemption Records (4674920)
The Custom Product page now displays multiple exemption records per Zone or Authority, each with unique effective dates. Previously, only 1 active record was visible, limiting access to historical data. Users can now view all current and past exemptions, with validated date ranges to prevent overlap. Exemption history is shown in the Zone Exemptions section, but only for records imported from Original Determination.
Custom Products: Exemption User Experience Enhanced (4696340)
The Custom Product Exemptions user experience now grants more efficient management of a parent authority to be non-exempt even if some child authorities are exempt. This prevents unwanted toggling during group changes and accurately reflects backend exemption settings.
Contact Title Field Added to Exemption Certificates (4767055)
The Contact Title field is now available in the Exemption Certificate Contact Information section of Determination, letting users view and edit contact titles for exemption certificates.
What’s fixed
Correct Exempt Amounts
in Tax Summary (4523624)
We resolved an issue where exempt amounts for negative charges like credits or refunds were missing from the Tax Summary. Now, negative exempt amounts are shown consistently, so all totals reconcile accurately.
Brazil: DIFAL Calculation Logic Improvement (4296196)
The DIFAL calculation for CBS and IBS now accurately applies the ICMS Interstate Taxable Basis for interstate B2C transactions where the seller is not a taxpayer (Business Supply = NO), correcting earlier miscalculations due to the absence of an ICMS reduction basis. As part of this fix, ICMS DIFAL changes take effect before future adjustments to ICMS factor calculations. This enhancement is applicable exclusively to ICMS non-taxpayer interstate sales scenarios. Desonerado types 3, 4, 5, and 6 are not included within the scope of this update.
Brazil: ICMS Taxable Basis Updated in Pauta IVA Calculations (4704170)
We fixed an issue where the ICMS taxable basis was incorrectly calculated for Type 1 ICMS‑Pauta transactions using IVA under Brazil Standard rules with Company Admin Option Brazil – PIS and COFINS Taxable Basis enabled. In previous versions, some intra-state resale cases, Determination overstated the ICMS taxable basis by miscalculating the Pauta value and quantity. This fix accurately calculates the ICMS authority taxable basis for all ICMS‑Pauta Type 1 inter- and intra‑state standard resale transactions, ensuring consistent results that comply with Brazil's tax requirements.
Brazil: ICMS Exclusion Applies Correctly in PIS/COFINS Base (4767508)
We fixed a problem where configuring the element INVOICE.BR_PIS_COFINS_COMPANY_OPTION as ICMS_EXCLUDE-SELLER in TransEditors failed to properly remove ICMS from the PIS and COFINS calculation basis. This caused incorrect values unless custom rules with the "New inclusive tax" calculation method (for Brazil only) was applied. With this update, ICMS is excluded from PIS and COFINS bases when the TransEditor function is applied, eliminating the need for custom rules. Standard transactions now calculate correctly, and the TransEditor execution trace indicates the ICMS exclusion logic only turns on when the option is set; otherwise, PIS/COFINS calculations are unchanged.
Rule Output When Copying Rules
Now Correct (4821835)
A recent update ensures that copied rules within the same company now include their output data, which is immediately visible. Users can view, edit, and delete rule outputs as expected, resolving the previous issue where copied rules showed blank data.
Oil and Gas: Operating License Type Requirement Update
The ‘No License Required’ Operating License Type and number now apply only to Motor Fuel transactions, correcting a previous issue where they were used for Goods and Default Services. Operating license details are now limited exclusively to Motor Fuel transactions as intended.
Migration Tools: Company Imports (4977929)
The Migration Tools tab now imports companies without the ‘missing mandatory field’ error, enabling reliable data migration.
Customer REST API: Customer Data Now Displays Accurately (1519941, 4312926)
Customer exemption settings submitted via the Customer REST API were not properly applied when both "Customer is fully exempt" and "Assume customer has all operating licenses" had matching values. This has been resolved; now, both settings are correctly recorded.
Certificate Export to Excel (4691789)
Users experienced errors exporting exemption certificate data to Excel when both "Active: ALL" and "Status: ALL" filters were used together, even with small data sets. Previously, removing filters was a workaround but limited reporting options. The issue is now resolved, and exports work regardless of filter selections.
Operating License Types No
w
Display
on Initial Login (4737137)
Operating License Types were not visible to first-time users until they logged out and back in. This has been fixed, and the data now displays correctly on initial login.
Certificate Manager
: Customer Export to
Excel
(4909652, 4912160)
Certificate Manager's Customer Export had 2 issues: exporting all records to Excel omitted the Customer Name and Number columns, and sometimes only the 1st column appeared in downloaded files. Single-page exports worked fine. Both problems have been resolved, and all columns export correctly regardless of record count.
Tax Response Filters User Experience (5024405)
Saving or canceling a Tax Response Filter now takes you back to your last grid page. Advanced filters let searches by Name and Company, and the user experience grid updates immediately with clear indicators for matching records.
Custom Rule: Rule Qualifier Element Condition Now Copies Correctly (4351028)
In previous versions, copying and pasting attributes on a Rule Qualifier condition on a custom rule in Determination caused the 1st rule qualifier condition to be replaced by the 2nd's. Resolved a Custom Rule-Rule Qualifier issue where copying/pasting an attribute for a 2nd rule qualifier condition replaced the 1st. Now, users can copy/paste attributes to multiple rule qualifier conditions without replacing previous ones.
Tax Response Filters ||UI Issues XML response missing VCT_STATUS when setting is Total Accrual || (4290893)
The VCT variance workflow has been updated to ensure that VCT_STATUS is generated and displayed in the response log, regardless of whether the VENDOR_TAX (VCT amount) is zero. This standardizes evaluation of zero-VCT transactions for tax variance and accrual, ensuring variance details and GL impact entries are included even when vendor-charged tax is zero.
What’s coming
Log Center for SOAP XML Response (4696241)
Future releases will implement improvements to the Log Center, enabling the capture of SOAP XML responses for enhanced visibility in auditing and troubleshooting processes. These updates are internal in nature and are not anticipated to affect current integrations or alter functional operations.
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