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  • Product: ONESOURCE Determination

Reports and analytics 2026.04 release notes

Release highlights

ONESOURCE Indirect Tax Reports and Analytics version 2026.04 includes the following key updates:
  • New tax reporting fields: Added Net Tax Amount Per Unit fields across data model, ETL, and reports for improved accuracy.
  • Better data visibility: Introduced line-level details in audit metadata for deeper reporting insights.
  • Improved data consistency: Strengthened data flow and validation across reporting layers.

Enhancements

Reporting: ETL Updates for Net Tax Amount Per Unit Fields (5124553)
This enhancement introduces ETL updates to support the integration of new net tax amount per unit fields into reporting. The update ensures that data pipelines are aligned with the latest audit database changes and properly populate reporting structures.
Key changes:
  • Updated ETL processes to ingest and populate new net tax amount per unit fields.
  • Ensured data flow consistency from audit tables into reporting fact tables.
  • Enabled support for new fields across environments.
  • Updated supporting views to incorporate the new data elements.
  • Performed validation to ensure data accuracy and consistency across data pipelines.
Customer benefit:
Customers benefit from improved data consistency and reliability, ensuring that newly available tax data is accurately reflected in reporting outputs.
Reporting: Add Line-Level Details to Audit Metadata Table (4296942)
This enhancement extends the audit metadata model to include additional line-level details required to support advanced reporting and reversal processing scenarios. The update enables capture of detailed invoice line information within the metadata structure.
Key changes:
  • Added a new structured column to the audit metadata table to store line-level details.
  • Enabled capture of invoice line attributes including line number, gross amount, and total tax amount.
  • Extended metadata coverage to support reporting and downstream processing requirements.
  • Ensured compatibility with existing reporting and data structures.
Customer benefit:
Customers gain improved visibility into invoice-level details within reporting, supporting more accurate analysis and enabling enhanced handling of reversal scenarios.
Reporting: Net Tax Amount Per Unit Enhancements (5105033, 5124552)
This enhancement introduces end-to-end support for new net tax amount per unit fields across the reporting data model and Custom Reports. The update ensures that newly available audit database fields are consistently integrated into reporting structures and fully exposed to end users.
Key changes:
  • Added new net tax amount per unit fields to the reporting data model from invoice line and tax tables.
  • Updated FACT tables and supporting views to incorporate the new data elements.
  • Enabled availability of these fields within the Custom Report “Fields” section.
  • Ensured data consistency and alignment across reporting environments.
  • Performed data validation and data type alignment as part of QA testing.
  • Updated the data dictionary to reflect the new fields.
Customer benefit:
Customers gain enhanced visibility into net tax amounts at a more granular level, along with improved data consistency across platforms, enabling more accurate analysis and more reliable tax reporting.

Fixes

Bug Fix: D2C Report – Exempt Amounts Summarization (4613597)
This fix addresses an issue in the ONESOURCE Indirect Tax Compliance Sales & Use Extract (D2C Report) where exempt amounts were incorrectly summarized in Enterprise Cloud environments. Under specific conditions, the current logic caused certain exempt values to be excluded from the report output.
Key changes:
  • Corrected the summarization logic for exempt amounts when business location data is included.
  • Updated report query to ensure all exempt amounts are accurately captured and displayed.
  • Aligned report behavior with previously validated logic used in other deployments.
  • Ensured consistency of reported values across different usage scenarios.
Customer benefit:
Customers gain improved accuracy and completeness in reporting, ensuring exempt amounts are properly reflected and enabling reliable reconciliation and analysis.

Known issues

There are no known issues addressed with this release.

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