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2023

R2023.08 | 4 August 2023

Legislative Updates

  • ACC Jersey VAT return:
     The return summary was updated to reflect caption changes.

Content Enhancements

  • Czech Republic:
     ESL and VAT return. We have added fields from the Company Information sheets that will be included in the filing output. Previously these were not exported from the return and had to be populated manually during submission. Now the information can be populated in ONESOURCE Indirect Tax Compliance and will be updated in the output used for filing:
    • ESL:
       The
      Country Code
       field previously defaulted to CZ. You can manually fill out the field by typing the full country name.
    • VAT return:
       Manual entry fields for main economic activity and information on 3rd party in the Company Information sheets will be picked up in the filing output.
  • France:
     Print view of the Return Summary has been adjusted to avoid printing blank pages.
  • New Zealand:
     GST Performance and Profile sheet has been added under Management Information schedule. The sheet does not form part of the VAT return and serves as an analytical tool to inform users on net GST position and facilitates analysis of accounting vs GST results.
  • Australia:
     Introduction of partial exemption calculation. The new C sheets are added under the Input schedules and include a calculation sheet used to calculate the recoverable VAT, as well as a summary sheet and an annual adjustment calculation using the figures from the whole year. The partial exemption adjustments are automatically reflected in the Return Summary analysis.
  • VAT return PDF forms:
     New sheets are added under the
    Main Return
     section with the .pdf version of the VAT form. The form populates the values from Return Summary and Company Information sheet. In this release this has been added for France and Estonia.

E-Filing Updates

We are continuously expanding the e-filing coverage. The following returns and listings reports can now be exported in filing formats required for submission on the tax authority portals:
  • Romania VAT return (form D300) .xml format. A separate Company information sheet has been added to accommodate the e-filing specific requirements.
  • Estonia VAT return .xml format.

SAF-T Updates

Romania SAFT:
 We are ensuring optional fields are not treated as required, which stops ONESOURCE Indirect Tax Compliance from flagging unnecessary validation errors.

API Automation Updates

We are enhancing our API automation suite based on customer feedback to fully automate their end-to-end compliance process. We will release additional APIs in the upcoming releases. If you are interested in licensing any of these APIs, contact the Thomson Reuters account team or the Customer Support line for more information.
  • Configuration Tables:
     New endpoints are available that allow customers to maintain various configuration tables, including transaction type code mappings & exchange rate mappings, as well as maintaining the creation and deletion of allocation specifications.
  • Efiling Exports:
     This API automates the e-filing operation to extract the return filing formats, ready to upload to Tax Authorities portals for submission.
  • Efiling Receipts API:
     Automates the download of e-filing receipts returned from the tax authorities in jurisdictions where ONESOURCE supports direct e-filing and the country returns a receipt or .pdf following successful submission.
  • Workbook Import:
     Lets data be imported to returns. This API populates the data for all the manual entries in the P sheet, such as company information, phone number, VAT number, or address, in the P sheet. It also lets you enter adjustments.
  • Print to PDF:
     Lets users generate .pdf versions of returns using APIs.

General Updates

Imports
  • Improved error messaging:
     The Service unreachable error has been updated to inform users when manual import is blocked because the .xlsx file being imported is open.
Returns
  • Return Summary:
     Added an upload status indicator to the Import Details section of the Return Summary. (You can open this form from the Returns screen). This provides users with improved visibility into whether specific import files have successfully uploaded to the return, or if they have been blocked. For example if the return is read-only at the time of upload, upload is blocked.
  • Improved Group Return History:
     Improved logging of activity in return history for group returns, with return status (read only/editable) being considered. This means that only import files with transactions flowing to the group return will be shown.
  • Return Lock Status:
     Addressed the issue where the return lock status is not being updated correctly after a successful e-filing.
  • Calculation Errors:
     Resolved issue causing calculation errors page to load without displaying related errors when the return has a greater number of errors.
Reports
  • Enhancements to the Oman Taxpayers Checklist report to display TRN in the report output.
  • A new version of the Transactional Details report called Transaction details - transactional information with returns and upload status has been created. This report has additional fields to help users understand which transactions have been loaded to returns in contrast to those that have been blocked because they were read-only, or not uploaded, in case a return wasn’t created at time of import.
This has been facilitated by adding an
Upload Status
 field that provides information on the upload at the transactional level. Previously this was only supported at the import file level. This change will let users filter out transactions that were blocked from flowing to returns and assist with reconciliations and analysis of transactional level data flowing to returns.
If a transaction affects multiple returns, it will be shown as multiple rows in the output of the report, with a new row for each return that transaction has been uploaded to.
To help provide clarity on the different variants now available for transaction details reports:
  • The Transaction Details report has been changed to Transaction details - transactional information with returns. This report shows transactional information with a separate row for each return that transaction flows to but does not have upload status.
  • The Transaction Details - imported data analysis report was renamed to Transaction data - imported transactional information. This report shows imported data and only has one row per imported transaction. Rows are not duplicated based on how many returns that transaction affects.
Security Updates
Prioritized security and resolved identified vulnerabilities to ensure a more robust and secure environment for users.
Other Updates
  • Resolved issues on date parameters across the application while entering the date through date pickers or manual entry.
  • Resolved issues on reports that were displaying incorrect count of records on the warning pop-up when users tried to bulk-edit the transactions.

Upgraded Content Templates

This release contains the following new template versions:
  • Australia Single template 10.275
  • Australia Group template 10.178
  • Czechia Single template 8.331
  • Czechia Group template 8.183
  • Estonia Single template 2.125
  • Estonia Group template 2.77
  • Finland Single template 4.125
  • Finland Group template 4.79
  • France Single template 10.183
  • France Group template 10.137
  • Jersey Single template 1.13
  • Jersey Group template 1.16
  • New Zealand Single template 3.38
  • New Zealand Group template 3.29
  • Romania Single template 7.342
  • Romania Group template 7.198
  • Sweden Single template 5.89
  • Sweden Group template 5.60

This article applies to: