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Reports & Analytics

Reports and analytics 2026.01 release notes

Release highlights

ONESOURCE Indirect Tax Reports and Analytics version 2026.01 includes the following key updates:
  • New columns added to
    Custom report
     and
    Custom report – additional fields
    , including tax rule outputs, document amounts, and summary fields.
  • Data model and ETL processes updated to support Deferral Payment Term evaluation for more precise calculations.
  • Application Event History
     report is now accessible to all UAT customers for improved event tracking.
  • Fixed extra spacing in the XLSX output of the
    Customer Certificate Configuration
     report.
  • Application Event History
     report now supports dynamic date range operators.

Enhancements

The following topics describe the new features added to this release:
Application Event History report now available in UAT for all customers (4874354)
A new
Application Event History
 report is now available in UAT under Configuration Reports. It provides detailed insights into configuration changes in Determination. The report will be added to Production in future releases.
For more information on the feature, please see the help topic Application Event History Configuration report in Help and Support..
New columns added to Custom Reports (4562692,4349608,4619686,4660858,4349597,4349603)
The
Custom report
 and
Custom report – additional fields
 reports now feature the following new columns:
  • Tax Rule Output Name
  • Tax Rule Output Value
  • Tax Rule Output Start Date
  • Tax Rule Output End Date
  • Net Tax Document Amount
  • Net Unrounded Tax Document Amount
  • Net Authority Tax Document Amount
  • Net Unrounded Authority Tax Amount
  • Summary Net Gross Amount
  • Summary Net Tax Amount
  • New columns added:
     You can add these new columns to your
    Custom report
     or
    Custom report – additional fields
    . To add these new fields, place the report into Edit mode and customize the view by incorporating them as columns or filters.
  • Existing saved reports:
     If you have an existing saved
    Custom report
     or
    Custom report – additional fields
     report, to include these new columns you will need to use a new template and add the fields as columns. We recommend using a new template, as all future updates will be applied to it.
For more information, please refer to the Data Dictionary in the help guide here.
Deferral enhancement support in Determination (4448116,4448117)
Updates to the data model and ETL processes now enable improved functionality within the tax engine for Deferral Payment Term evaluation, ensuring greater accuracy of data for reporting purposes.

Fixes

The following topics describe the fixes added to this release:
The Application Event History report now offers dynamic date range operators (4593490)
The Application Event History report now supports dynamic date ranges, resolving the previous limitations.
Customer Certificate Configuration report extra space issue fixed (4312106)
An issue causing extra space in the XLSX format of the Customer Certificate Configuration report has been fixed. Customers can now generate the report in XLSX format without unnecessary spacing.

Known issues

There are no known issues addressed with this release.

This article applies to:

  • Product: ONESOURCE Determination

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