R2026.08 preview | 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 |
|---|---|---|
As tax authorities increasingly mandate e-invoicing, businesses must supplement VAT return and report submissions with e-invoicing data to help prevent filing irregularities. | OIC can now automatically retrieve KSeF details from corresponding invoices in Pagero when they are not already included 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
VAT return (UVA/U30) has been updated to include two new boxes (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 (monthly) and Q3 2026 (quarterly). This update ensures 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, improving readability, and ensuring information is displayed clearly for review and submission purposes.
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. SAF-T
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 January 1, 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 the applicable reporting requirements for non-registered systems. By supporting the approved version 1.0 header file format, the update helps customers maintain compliance with Danish SAF-T obligations and meet their reporting requirements with confidence.
Romania SAF-T segmentation and validation enhancements
Enhancements have been introduced to RO SAF‑T schemas to improve handling, validation, and delivery of large datasets in line with ANAF and DUK requirements.A new segmentation capability allows reports to be split into multiple standalones, 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, and follows deterministic, logically valid boundaries. This functionality is available for all four RO SAF‑T report types and uses configurable thresholds (e.g. size or record count). Each generated chunk can be independently validated and is structured to successfully pass DUKIntegrator validation.Additional improvements ensure better alignment with ANAF guidelines, including support for higher‑quality XML outputs required for DUK validation within OIC.
Romania SAF-T reporting improvements
The Romania SAF-T reporting functionality has been updated to improve both report output and balance reporting. Empty optional fields are no longer included unnecessarily in generated SAF-T files, providing greater flexibility in data preparation and allowing customers to omit non-mandatory information where appropriate.
In addition, the reporting logic for opening and closing balances has been updated for the Annual, Double Entry Accounting, and On Demand reports. These changes improve the accuracy and consistency of reported data, helping to simplify reporting, support reconciliation activities, and maintain compliance with Romania SAF-T requirements.
SII
New Rejected status to prevent duplicate AEAT re-submissions.
Enhanced the handling of invoices rejected by AEAT 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, and the daily scheduler continued to re-pick and re-submit it 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," so the scheduler no longer automatically re-submits them. The affected records remain visible on the Submissions
screen for more details.KSEF ID enrichment for Poland JPK VAT reporting
This enhancement extends how KSeF ID that is part of the invoice in Pagero is populated during Poland JPK VAT reporting. Previously, KSeF information was sourced solely from the imported source file. With this update, when KSeF ID is not available, 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, which then included in the JPK VAT XML output, ensuring 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 is now available, which 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 US and Canada with the ONESOURCE Sales and Use CoCounsel tool to global indirect tax reporting, by automating the preparation of VAT returns and VAT listings across multiple countries and regimes. It 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
Accurate Reason Code Reporting in the Hungary VAT Domestic Purchases List:
Hungary VAT reporting now uses Reason Code when grouping transactions on the Domestic Purchases List (M-Sheet). If a single invoice contains transactions with different reason codes, such as V and KÜL, each transaction is reported on a separate row, and its reason code is fully retained. Previously, transactions with matching key details could be combined into one row, allowing only one reason code to appear while the other was omitted.With this update, Reason Code is evaluated together with the existing transaction grouping details. Entries with the same invoice information but different reason codes remain separate, while transactions with the same reason code, or no reason code, continue to be combined as before.
This improvement increases the accuracy and completeness of Hungary VAT DSPL reporting by ensuring the indication of the difference arising from the advance is captured correctly for each transaction, supporting compliance with domestic purchases reporting requirements.
Imports
No updates are documented for this release.
Other updates
Resolved Dashboard Display and Loading Issues:
An issue was identified where the 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 perpetual 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 OIC 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
: Corrected the messaging on the GL Reconciliation report (Aggregated Mismatch in Amount) for cases where only a transactional file is uploaded and no corresponding GL file is present. Previously, the system misleadingly returned "Reconciled, no mismatches found," implying a successful reconciliation had occurred when in fact none had taken place due to the missing GL data. The system now displays "No GL data available for reconciliation," clearly indicating that reconciliation did not run because of the absent GL file. Additional columns on the UAE Refund Form report
Extended the UAE Refund Form report to further build on the earlier enhancement that split output by box number. The standard report now includes 4 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
Introduced a new Intrastat Transactional Adjustments report, available from the Reports section, bringing Intrastat reporting in line with the existing Transactional Adjustment report already available for VAT/ESL. This addresses the gap in the audit trail, giving users the ability 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
Known issues
No known issues are documented for this release.
Content template versions
No content template version information is documented for this release.