Skip to main content
Determination - Enterprise Cloud
Search
Search Indirect Tax Support Help and Support.

This article applies to:

  • Product: ONESOURCE Determination

September 2026 release for version 2026.05

UAT EMEA + MENA Release Date: August 25, 2026
UAT AMER Release Date: August 27, 2026
PROD EMEA + MENA Release Date: September 08, 2026
PROD AMER Release Date: September 16, 2026

Key highlights

  • Net Taxable Basis field added for discounts, exemptions, and charges:
    Introducing Net Taxable Basis — a new REST field that taxes the right amount by excluding non-taxable discounts, so mismatched discount, exemption, and charge taxability no longer skews your results.
  • Latitude/longitude now validates US offshore content:
    ONESOURCE Determination now distinguishes US Domestic, US Offshore Federal, US Offshore State/County, and international records — resolving offshore content accurately without affecting your existing determinations.
  • Product Classification: now supports four product groups (US, GPG, Harmonized, Non-Harmonized):
    ONESOURCE Determination now supports US, Global (GPG), Harmonized, and Non-Harmonized groups — selectable for single or bulk classification, added to the batch template, and available as a filter and column so products are easier to find and manage across every group.

What’s new

REST API: CALCULATION_METHOD element added to Tax Calc response (5350093)
The Determination REST Tax Calc API now returns a CALCULATION_METHOD element in the tax calculation response, identifying the calculation method applied to the transaction. This brings the REST response into parity with the SOAP Tax Calc API, where the element was already available.
Net Taxable Basis field added for discounts, exemptions, and charges (5436867)
A new Net Taxable Basis field separates the price after all discounts from the price that is actually taxed, resolving incorrect results that occurred when the taxability of a discount, exemption, or charge differed from the line it applied to. Previously tax was derived from the net gross amount, which subtracts all discounts regardless of taxability; the new field excludes non-taxable discounts — such as vendor-funded discounts — so tax is calculated on the correct basis. Available in the REST response, NET_TAXABLE_AMOUNT also distributes a single-line discount proportionally across item lines for accurate per-line tax, consistently includes flat fees in the net tax amount whether or not discounts are present, and rounds monetary net-amount fields to two decimal places.
SOAP API: invoice description field length increased for SAP Global Next (5485500)
The invoice description field length in the SOAP API has been increased beyond 100 characters to align with system capabilities, so that longer invoice descriptions from SAP Global Next integrations are processed without truncation or errors.
PST now applied correctly on Canadian motor fuel exports (5433627)
Standard determination logic for exports of motor fuel out of Canada PST provinces has been updated so that PST is applied correctly on export scenarios regardless of the delivery terms. This removes the need for the custom-rule workaround previously required for destination-based delivery terms.
Latitude/longitude now validates US offshore content correctly (5176014)
The latitude/longitude determination path now correctly distinguishes between US Domestic, US Offshore Federal, US Offshore State/County, and international records. When the Area Zone field is empty, ONESOURCE Determination falls back to the UAID format to identify the record type, ensuring offshore content is resolved accurately without affecting existing domestic or international determinations.
Tax API: consistent IsCredit handling across SOAP and REST (5427910)
When an invoice is submitted with IsCredit = true, all line-level gross amounts are now normalized to negative values regardless of the sign originally sent by the calling system, and this behavior is applied consistently across both SOAP and REST APIs. This ensures credit invoices produce semantically correct, predictable results no matter which integration path is used.
Model Scenario: date field relabeled to Invoice Date in Scenario Setup (5324948)
The date field on the Scenario Setup screen has been relabeled from "Effective Date" to "Invoice Date" to align with standard tax terminology and avoid confusion with the tax engine's date determination logic. The updated label appears consistently across the input field, validation message, advanced filter dropdown, and grid column header in create, edit, and view modes.
Default/Inherited toggle added for custom authorities (4296314)
The Authorities page now includes a Default/Inherited toggle controlling how custom authorities are displayed across parent and child companies. The Default state shows each company's own direct authorities, while Inherited displays the parent company's authorities alongside those inherited by child companies. The toggle resets to Default on page load, and the authorities grid can be exported to Excel in either view.
Exchange rate history visibility extended beyond five years (5410123)
The Exchange Rates search page restriction limiting visibility to rates from the last five years has been lifted, allowing users to view and select historical exchange rates beyond that window. The calendar control on the search page has been updated to support the wider date range.
Product Classification: flexible date entry mode added for bulk product mapping (5459541)
When mapping multiple classified products at once, users can now choose between applying a single Start/End Date to all selected products or entering an individual date per product. An “Apply to all” checkbox fills the date fields across every row and keeps them synced while checked; unchecking it leaves each row's date editable independently. This supports efficient bulk mappings when dates are the same, while still allowing unique effective periods per product when needed.
Product Classification: individual date assignment added for multiple product mapping (5272453)
The product mapping modal now presents selected products in a tabular grid with editable Start Date and End Date columns per row, replacing the single date range that previously applied to all selected products. The grid supports pagination (25 items per page, up to 100 products) and performs real-time client-side validation — flagging duplicate product codes or overlapping dates immediately, without waiting for the user to save.
Product Classification: now supports four product groups (US, GPG, Harmonized, Non-Harmonized) (5196405, 5196407, 5495562, 5495564, 5495591, 5495598)
Product classification now supports four distinct product groups — US, Global (GPG), Harmonized, and Non-Harmonized — selectable when classifying a single product and during bulk import, with a new Product Group column added to the batch classification template. Product Group is also available as a filter and column in the Classify Products and Saved Classified Products tabs, making products easier to find and manage across all four groups.
VAT Group member no longer disappears after End Date update (4651242)
Users can now update and save the End Date for a VAT Group member without the entry disappearing from the VAT Group list or triggering an error on subsequent updates to the same member. Previously, saving an End Date caused the member to vanish from the list, and reusing that member in another entry produced an error.
O&G: Duplicate operating license numbers now supported by Facility ID (5331465)
You can now create and store multiple Operating License records that share the same license number for a single customer, provided each record is associated with a unique Facility ID – supporting customers who operate multiple facilities under one provincial license and previously could not represent those sites distinctly. Facility ID matching has also been refined so licenses apply precisely at the facility level, with null-to-null and ID-to-ID handling preserved so that licenses valid across all facilities continue to apply as expected.
O&G: OLTM evaluation expanded for Destination Seller License scenarios (5436018)
Operating License Type Matching (OLTM) evaluation now better handles scenarios where a Destination Seller License (DSL) is present or absent, evaluating OLTM records using Buyer and Seller Operating Licenses only when the DSL in the request has no OLTM match for any Motor Fuel authority. This closes gaps between current and expected results in DSL-driven scenarios.
O&G: Destination Seller License element added to Operating License Management SOAP Service 2018 (5516052)
A new Destination Seller License element has been added to the Operating License Management Service 2018 SOAP service, allowing this attribute to be set and managed directly through the 2018 endpoint.
Brazil: document-level tax rate rounding now available (5491403)
A new company option, Enable Brazil Tax Rate Document Rounding, groups CBS, IBS, and IS tax amounts by tax rate and rounds them at the document level rather than line by line. This aligns invoice totals with the Brazilian tax authority's validation — which multiplies the total taxable basis by the CBS and IBS rates — resolving cases where per-line rounding differences exceeded the 0.01 tolerance and caused electronic invoices to be rejected. The behavior can be overridden per transaction via the TransEditor using the BRAZIL_DOCUMENT_ROUNDING element, and a system message indicates when document-level rounding has been applied.
Brazil: standard calculation method introduced for Selective Tax (IS) on goods (5430344)
A new Brazil IS calculation method has been introduced for the Selective Tax (IS) authority on goods, calculating IS from the net price while existing taxes continue to use the inclusive method. This supports the new authorities introduced by the Brazil tax reform and their coexistence with legacy authorities (IPI, PIS, COFINS, etc.) during the transition period.
Brazil: gross-up factor updated for reform authorities (5563683)
The gross-up factor used to derive taxable basis has been updated so the reform authorities — IBS, IBS-City, CBS, and IS — are correctly embedded in the taxable basis of existing authorities such as ICMS, IPI/IPI-Pauta, and ISS. The updated factor applies across intrastate and interstate operations for both buyer and seller roles under the inclusive and standard methodologies. Enable it by setting the Company option ENABLE_BRAZIL_REFORMS_GROSSUP_FACTOR to Yes; where required, the behavior can be overridden per transaction via the TransEditor BR_REFORMS_GROSSUP_FACTOR element.
Brazil: mutual exclusivity enforced between Selective Tax (IS) and IPI (4495058)
Determination now enforces mutual exclusivity between the Selective Tax (IS) and IPI authorities – when IPI is triggered on a transaction, IS is not calculated. This reflects the reform rule that IPI and IS cannot coexist on the same transaction during the transition period.
Brazil: Selective Tax (IS) now reflects inclusive treatment in audit output (5445583)
The IS authority now sets the inclusive-tax indicator in the audit output to Yes when the line input specifies inclusive treatment, consistent with the handling already in place for the CBS and IBS authorities. This improves audit transparency for inclusive IS scenarios.
Brazil: IBS registration validation now configurable (5253317)
IBS state-authority determination validates the buyer's registration against the state authority registration mask. This validation is now controlled by the authority option CR – Registration Requirement, giving you the flexibility to enable or disable the registration requirement to match your business needs.
Brazil: ICMS Pauta and Desonerado calculation logic consolidated (5117050)
Brazil ICMS Pauta and Desonerado calculation logic has been consolidated within the Brazil content so that it continues to apply correctly ahead of the discontinuation of PIS and COFINS in 2027. This helps ensure ICMS calculations remain accurate throughout the reform transition.

What’s changed

Zone Resolution Performance Improvement for Latitude/Longitude Addresses (5196043)
Determination now resolves each unique latitude/longitude coordinate only once per line item when determining tax, eliminating redundant zone lookups for lat/long-addressed transactions. Calculated tax results are unaffected; this change improves processing efficiency only.

What’s fixed

Certificate Manager: reports no longer time out for large data sets (5219011)
Users can now generate the Customer Certificate and Certificate Manager reports for large customer volumes without timeout errors. Previously, both reports timed out and failed to generate for companies managing a large number of customers, and applying filters to reduce the result set did not resolve the problem.
Certificate Manager: customer name and number now included in Customers page Excel export (5230975)
Users can now export the Customers page to Excel and have both the Customer Name and Customer Number fields appear correctly in the file. Previously, these essential identifier fields were missing from the export, and in some production environments a 400 error prevented the export from generating at all.
Certificate Manager: Cert User and Cert Processor roles can now edit the Limited Use field (5258663)
Users with the Cert User and Cert Processor role combination can now edit and save the Limited Use field on existing exemption certificates without requiring elevated permissions. Previously, saving these edits returned an error, and the only workaround — granting Power User or Cert Admin roles — also exposed unwanted delete capabilities.
False overlap error resolved when adding VAT Group members (5265434)
Users can now add a new VAT Group member for any company and transaction type combination without encountering a false "Effective dates cannot overlap for a Member Company and Transaction Type" validation error.
Product Zones-US SDI file import failure resolved in Advantage Program (5485474)
Users can now import the ProductZones-US configuration using an SDI file through the Advantage Program without errors. Previously the import returned an error even when the file was valid and had been imported successfully before.
Custom field values now persist in Model Scenario (5422545)
Custom field values entered at the line level in a Model Scenario now persist correctly after the scenario is saved and the user navigates away. Previously, an updated value could revert to the earlier saved value on re-entry, affecting tax rules — such as exemption rules — that depend on those values.
Exemption certificate creation error resolved for specific legal entity (5070441)
Users can now select a customer during exemption certificate creation and load available entities without encountering an error. Previously, selecting a customer triggered an immediate error and the available entities failed to load, even for users holding the Certificate Admin role at the Parent Company level.
Brazil: Incorrect IPI Tax Amount at 0% Rate (5662867)
Determination now returns the correct Brazil IPI tax amount when the IPI or IPI-Pauta authority has a 0% rate, resolving an issue where an incorrect amount was displayed in these scenarios.
Tax amount mismatch between response and audit resolved (5228639)
The total tax amount in the response output now matches the audit records at both the invoice and line level, resolving a discrepancy where these values were inconsistent across the two outputs.
Custom rule no longer incorrectly applied with DRC enabled (5116775)
Custom rule conditions are now correctly evaluated when the Domestic Reverse Charge (DRC) box is ticked, so custom rules apply only when their criteria are satisfied. Previously, a custom rule could be applied with DRC enabled even when its conditions were not met.
Tax type now updates correctly via TransEditor (5163262)
Determination now honors the tax type set through a TransEditor and Tax Type tab, applying it as intended. Previously, transactions did not pick up the configured tax type and applied a different one.
Invoice-level IS_CREDIT now applies to line level (5341577)
The IS_CREDIT field passed at the invoice level now propagates to the line level unless explicitly overridden on the line, restoring parity with prior behavior. Previously it was not applied to the line level, creating a difference for customers migrating from an earlier environment.
XML invoice error resolved with Global Product Group enabled (5516535)
XML invoices submitted with Global Product Group (GPG) enabled now process correctly and return results consistent with the Cloud UI. Previously, the same scenario returned an error via the XML path even though it produced correct results in the UI.
Tax API: Facility ID and End Date now returned in response (5563234)
The Facility ID and End Date elements are now included in the tax service response, so users can view the facility and validity information associated with the applied license. Previously these elements were absent from the response.
SOAP API: Facility ID now restricted to appropriate entity types (5583779)
The OperatingLicenseManagement2018 SOAP API service now correctly prevents a Facility ID from being supplied for Company and Vendor entity types during Operating License creation, where it is not valid. Previously this input was incorrectly allowed for those entity types.
O&G: Destination Seller License no longer triggered without an active authority option (5433763)
The Destination Seller License now appears in results only when a corresponding active Destination Seller State authority option is present for an authority. Previously, DSL results were returned even when no active authority option existed.
Latency reduced for multi-charge line-level transactions (5662466)
Transactions containing multiple line-level charges — such as shipping, delivery, service, and handling fees — now process with less latency. Previously, the additional processing required for these charge records contributed to noticeably higher response times than standard transactions, an impact amplified by the significant share of production traffic that includes charge information. Charge-line processing has been optimized to reduce this latency while preserving calculation accuracy.
Correct ERP tax code now returned for reference lists containing zero values (4312285)
The ERP Mapping feature now triggers the correct ERP tax code when the ERP Mapping condition evaluates a reference list that includes values of 0 or 0.0. Previously, an incorrect tax code was returned in this scenario.
Reverse calculation now identifies correct tier for tiered rate authorities (5164848)
Reverse calculations now correctly identify the taxable tier for authorities with an exempt lower tier and a taxable higher tier, such as MA – State Sales/Use Tax, matching the original forward calculation. Previously, Determination identified the exempt tier instead, returning a tax amount of zero.
Info-level messages no longer logged to unified logging after tax calculation (5468332)
Determination no longer writes info-level log messages to unified logging following a tax calculation. Previously, these messages were logged in error.
O&G: Delete option added for custom motor fuel mappings (5195379)
Users with the appropriate role can now permanently delete custom motor fuel mapping records in Determination, rather than relying on an end-date workaround. The Delete option is available only for custom data and restricted to users with the required role, and the system displays a warning if a mapping is actively referenced by a live transaction or dependent configuration.
Custom rule save error resolved (5362729)
Users can now create, update, and save custom rules under both standard and custom authorities. Previously, saving custom rules under a standard or custom authority failed in specific use cases.
Export status now reported independently for TransEditor (TE) group downloads (5438760)
Export status for each company's TransEditor (TE) group is now reported independently and accurately. Previously, exporting an individual TE group directly from the TE screen could cause another company's completed export to incorrectly display an error status on the export screen.
Model Scenario: duplication error resolved (5483307)
Duplicating Model Scenarios now completes successfully for scenarios that previously failed. Previously, specific scenarios triggered an error linked to specific custom attribute values or combinations.
Model Scenario: save prompt no longer appears when there are no unsaved changes (5423474)
The system now recognizes when a Model Scenario has already been saved with no further changes, so users are no longer prompted to save again when clicking Exit. The save prompt still displays whenever unsaved changes exist, avoiding unnecessary prompts while preventing accidental data loss.
Certificate Manager: additional audit and tracking fields added to reports (4891258)
Certificate Manager Reports now include Create Date, Created By, Creator Email, Modified By, and Modifier Email fields, supporting audit and compliance requirements. Previously these fields were available only in the Certificates UI, with just the Certificate Last Updated Date/Time field available for reporting.
Certificate Manager: certificate image storage and report download performance optimized (5425769)
Report generation and download now perform faster and more reliably under high concurrency. Reports are generated asynchronously and uploaded to cloud storage, with downloads served via short-lived redirect URLs and the download button enabled automatically once a report is ready.
Machine application users now visible in front end and Advantage Program file (5395209)
Machine application users are now correctly visible in the application front end and listed in the Advantage Program file. Previously they appeared in neither, preventing proper user management and configuration.

What’s coming

Content Throttling for Determination Cloud (5196361, 5364847)
Content Throttling lets you associate a company's tax calculations to a specific standard content version instead of always using the latest content. You can opt in and select the Content Version under Configuration > Advanced Setup > Content Throttling, which requires the new Content Throttling Admin role. The calculation response then includes a TaxCalculatedVersion element showing which content version was used.
note
As part of this release, Content Throttling will be made available to a limited group of pilot users. General availability is planned for an upcoming release.

Related Content