R2026.07.02 | August 7, 2026
Release information
Release:
R2026.08Release date:
7 August 2026Key release information
This table summarizes the key highlights included in this release, which address customer business challenges and improve the user experience on the ONESOURCE Indirect Tax Compliance platform.
Business challenge | How OIC can help | Product updates in this release |
|---|---|---|
Customers want to move beyond manual, repetitive compliance tasks, include resolving exceptions, reconciling e-invoices, and prepare returns, while retaining control and audit oversight. | ONESOURCE Indirect Compliance powered by CoCounsel automates exception resolution, e-invoicing reconciliation, and VAT return and listing preparation across jurisdictions, with human-in-the-loop review and approval at every step. | General availability of ONESOURCE Indirect Compliance powered by CoCounsel, including the AI Workflow Tracking Dashboard, CoCounsel Task Review Dashboard, Compliance Control Panel, and embedded e-invoicing reconciliation. |
Customers need to stay compliant with fast-changing local VAT rates and reporting formats without manual rework of returns. | The Austria VAT return has been updated with new fields and an updated e-filing schema so that returns reflect the newly introduced reduced VAT rate automatically. | Austria VAT return UVA/U30 updated with new fields KZ124 and KZ125 for the 4.9% reduced rate, plus updated XML/XSD schema and validation rules. |
Large volumes of SAF-T data can be difficult to validate and submit reliably, increasing the risk of rejected filings with tax authorities. | Romania SAF-T reports can now be segmented into multiple schema-valid files with configurable thresholds. Each file can be independently validated, improving delivery for large datasets. | Romania SAF-T segmentation and validation enhancements to support ANAF and DUK requirements for large datasets. |
Missing KSeF references in source data can leave Poland JPK VAT filings incomplete, requiring manual follow-up. | OIC can now automatically retrieve KSeF information from the e-invoicing application when it is not present in the imported file, helping keep the JPK VAT XML output complete. | KSeF ID enrichment for Poland JPK VAT reporting. |
Legislative updates
Austria VAT return updates
The Austria VAT return UVA/U30 has been updated to include two new fields, KZ124 and KZ125, to support reporting of the newly introduced 4.9% reduced VAT rate on selected staple food products, effective 1 July 2026.
An enhancement has also been implemented to ensure returns are generated in line with the updated XML/XSD schema and validation rules for reporting periods starting from July 2026 for monthly reporting and Q3 2026 for quarterly reporting.
This update supports compliance with the latest Austrian VAT requirements and improves the accuracy and validation of submitted returns.
Austria schema updates
Austria reporting has been updated to reflect the latest version of the schema.
VAT returns and listings
Egypt VAT PDF forms
An enhancement has been introduced to the Egypt VAT PDF forms to improve the presentation of numeric values within the proforma documents.
Font sizing has been optimized across all three VAT PDF forms to help prevent data from overlapping, improve readability, and ensure information is displayed clearly for review and submission.
Portugal VAT return Annex 40 and Annex 41 reporting
The reporting logic for Annex 40 and Annex 41 has been updated to support more accurate handling of credit notes.
Customers can now exclude certain credit notes from annex reporting when the credit note is issued in the same reporting period as the original invoice. This helps ensure that annex reporting is more accurate and aligned with reporting requirements.
important
Customers using imports should update their import mapping to include the
InvoiceType5
field and identify any credit notes that should be excluded. E-filing and coverage expansion
SAF-T updates
Denmark SAF-T header report
A new Header Report is now available for customers using non-registered accounting systems in Denmark.
In line with Danish Tax Agency requirements effective 1 January 2027, non-registered accounting systems may continue to provide SAF-T version 1.0, which consists of a header file only.
This report enables customers to generate the required SAF-T information in accordance with applicable reporting requirements for non-registered systems. By supporting the approved version 1.0 header file format, this update helps customers maintain compliance with Danish SAF-T obligations.
Romania SAF-T segmentation and validation enhancements
Enhancements have been introduced to Romania SAF-T reporting to improve handling, validation, and delivery of large datasets in line with ANAF and DUK requirements.
A new segmentation capability gives reports to be split into multiple standalone, schema-valid XML files, each containing all required header elements.
The segmented output remains fully consistent with the single-file version, with no data loss, duplication, or changes. Segmentation follows deterministic and logically valid boundaries.
This functionality is available for all four Romania SAF-T report types and uses configurable thresholds, such as size or record count. Each generated chunk can be independently validated and is structured to pass DUKIntegrator validation.
Additional improvements ensure better alignment with ANAF guidelines, including support for better quality XML outputs required for DUK validation within OIC.
The user interface now lets users download either all segments or individual files. When segmentation is disabled, the existing single-file behavior remains unchanged.
Romania SAF-T reporting improvements
Romania SAF-T reporting has been updated to improve report output and balance reporting.
Empty optional fields are no longer included unnecessarily in generated SAF-T files. This provides greater flexibility in data preparation and lets customers omit non-mandatory information where appropriate.
The reporting logic for opening and closing balances has also been updated for the Annual, Double Entry Accounting, and On-Demand reports.
These changes improve the accuracy and consistency of reported data, simplify reporting, support reconciliation activities, and help maintain compliance with Romania SAF-T requirements.
SII updates
New Rejected status to prevent duplicate AEAT re-submissions.
The handling of invoices rejected by AEAT has been enhanced to stop recurring duplicate errors on the Submissions screen.
Previously, when an already accepted invoice was re-submitted with the same Invoice ID and Communication Type A0, AEAT rejected it as a duplicate. The daily scheduler then continued to select and re-submit the invoice on every run, generating repeated error rows.
With this enhancement, invoices rejected by AEAT are moved to a new
Rejected
status rather than reverting to To Be Uploaded
. As a result, the scheduler no longer automatically re-submits them. Affected records remain visible on the Submissions screen for review.
KSeF ID enrichment for Poland JPK VAT reporting
This enhancement extends how KSeF information is populated during Poland JPK VAT reporting.
Previously, KSeF information was sourced only from the imported source file. With this update, when KSeF information is not available in the imported file, the system can automatically retrieve it from the e-invoicing application, provided a matching record is found.
The retrieved KSeF information is displayed in the import detail view and included in the JPK VAT XML output. This ensures the required details are reported even when they are not supplied in the source file.
If no matching KSeF information is available, the import process continues without interruption, allowing the data to be reviewed and updated as needed.
This enhancement supports more complete and compliant reporting, improves processing efficiency, and helps maintain consistency between the import detail view and the generated XML output.
note
For more detailed information, refer to the product help documentation.
ONESOURCE Touchless Compliance AI
ONESOURCE Indirect Compliance powered by CoCounsel
ONESOURCE Indirect Compliance powered by CoCounsel streamlines tax compliance through AI-driven exception resolution, e-invoicing reconciliation, and strong human-in-the-loop controls.
ONESOURCE Indirect Compliance powered by CoCounsel extends the approach launched for the United States and Canada with the ONESOURCE Sales and Use CoCounsel tool to global indirect tax reporting. It automates the preparation of VAT returns and VAT listings across multiple countries and regimes.
The solution brings together ONESOURCE Indirect Compliance, ONESOURCE Pagero E-invoicing, and ONESOURCE Reconciliations into a single coordinated workflow to help customers generate ready-to-review returns and filings for indirect tax compliance.
OIC CoCounsel is now live in production.
note
For enablement or more information, contact Thomson Reuters support or your account manager.
UX enhancements
- AI Workflow Tracking Dashboard:Access an overview of compliance operations and completed AI workflows with the new OIC CoCounsel landing page.
- CoCounsel Task Review Dashboard:Review all actions completed by OIC CoCounsel Agents and use human-in-the-loop workflows to approve or override AI decisions.
- Compliance Control Panel:Manage AI workflows for each jurisdiction and configure AI activity to match process requirements.
- Embedded E-invoicing Reconciliations:Use the ONESOURCE reconciliation tool to automatically cross-validate data imported to ONESOURCE Indirect Compliance against Pagero e-invoices. Advanced customization and compatibility with third-party e-invoicing tools and other sources are scheduled for H2 2026.
Initial scope for AI workflows and scenarios
The following capabilities are in scope for all supported jurisdictions:
- Data quality
- Unmapped tax code
- GL reconciliation
- Exception reports, including duplicate invoice, gross amount, invoice-date mismatch, tax-only, and zero-value tax
- Automated box number report
- Return error summarization
- E-file and exports within CoCounsel
The following capabilities have jurisdiction-specific scope:
- E-invoice reconciliation:In scope for Italy and Spain. Runs with country-specific logic for Poland and Romania. Not applicable for the United Kingdom or Australia.
- Tax ID VAT/GST ID format check:In scope across European Union jurisdictions.
- Tax ID VIES validation:In scope across European Union jurisdictions.
- Tax ID ABN validation:Applies to Australia only.
- Romania VAT prefill:Applies to Romania only.
Returns
No updates are documented for this release.
Imports
No updates are documented for this release.
Other updates
Resolved dashboard display and loading issues
An issue was identified where Reports > Dashboard failed to load correctly for entities in jurisdictions containing GST data.
As a result, the Net Tax Position Over Time and Sales and Purchases Over Time chart widgets displayed an error, while the dashboard detail grid remained in a continuous loading state without displaying any data.
This issue has been resolved. The dashboard now renders successfully for GST jurisdictions, with both chart widgets and detail grid components loading as expected and displaying the appropriate data for the selected entity and reporting period.
Corrected sales and purchase amounts on the OITC Dashboard
An issue affecting the calculation of Sales and Purchase amounts on the OITC Dashboard for the UAE jurisdiction has been resolved.
The dashboard now accurately displays Input Tax, Output Tax, and Net Tax values, ensuring more reliable and consistent reporting.
Accurate messaging for GL Reconciliation when GL data is missing
Messaging on the GL Reconciliation report, Aggregated Mismatch in Amount, has been corrected for cases where only a transactional file is uploaded and no corresponding GL file is present.
Previously, the system returned
Reconciled, no mismatches found
, which incorrectly implied that a successful reconciliation had occurred when no reconciliation had taken place due to missing GL data. The system now displays
No GL data available for reconciliation
, clearly indicating that reconciliation didn't run because the GL file is absent. Additional columns on the UAE Refund Form report
The UAE Refund Form report has been extended to build on the earlier enhancement that split output by box number.
The standard report now includes the following additional columns:
- Customs Declaration Number
- Ship to Customer Name
- Emirates
- Customs Authority
These columns better support UAE refund reporting requirements and provide a more complete view of the underlying data.
New Intrastat Transactional Adjustments report
A new Intrastat Transactional Adjustments report has been introduced and is available from the Reports section.
This report brings Intrastat reporting in line with the existing Transactional Adjustment report available for VAT and ESL. It addresses a gap in the audit trail by allowing users to trace and reconcile modifications made to Intrastat reporting.
The initial release includes a core set of comparison columns showing original values against modified values. The included columns are:
- Entity
- Reporting Date
- Tax Classification Code
- Intrastat Net Amount
- Invoice ID
- Invoice Date, original value
Additional columns are planned for subsequent iterations.
Known issues
No known issues are documented for this release.
Content template versions
No content template version information is documented for this release.