Compliance - ONESOURCE TAX ONE
Technical and Functional Evolution
- New Use Case: Tax Calculation and Individual/Legal Entity Registration
- Improvement in the cleanup process for the SAFX274 table (Prior Period Credits)
- Release of the Reconciliation Report for Real Estate Operations (records F200/F205/F210)
- Generation of Annex III-M for Distributors
- Generation of Tables 3.1 and 3.2 of Annex VI-M for Refineries
– The SCANC Sequencing Dashboard is now available.
– Refactoring of the record-per-page limits for the Validators, Consistencies, DMS (GED), and Payment Slips menus.
– Import Queue Status
– Processing Monitoring
– Conceptual review of the Dashboard menu
– Redesign of the user journey for the Workflows menu
– Automatic Update of Records M205/M605
– PIS/COFINS Summary Report - SAFX42/SAFX43
– PIS/COFINS Calculation Detail Report - SAFX42/SAFX43
– Record Generation - New Process for Taxation Regimes: Actual Profit and Presumed Profit
– Creation of a set of Reconciliation Reports for LPG/NGL Distributors.
– Generation of Annexes III-M for Distributors.
– Generation of Annexes IV-MB for Distributors [estimated delivery: Aug 2026]
– Generation of Annexes V-MB for Distributors [estimated delivery: Sep 2026]
– Generation of Annexes IX-M for LPG/NGL Distributors. [estimated delivery: Aug 2026]
– Generation of Annexes X-M for LPG/NGL Distributors. [estimated delivery: Sep 2026]
– General Ledger vs. Fiscal Documents Report: Reconciliation between General Ledger data and Fiscal Documents (X01, X08, and X09), including the delivery of the Discrepancy Report by Key and the Detailed Reconciliation Reports by Key/Account/Document/Tax.
– Tax vs. Accounting Reconciliation: Scope expansion of the General Ledger vs. Fiscal Documents reconciliation for Goods and Services.
– Ostensible Partner - Automatic Generation - Record M205/M605
– Use of Automatic Credits - Records 1100/1500 (Tax Credit Control – PIS/COFINS)
– Report: PIS/COFINS Calculation Breakdown - Addition of New Fields [Released: Jul 2026]
– Multi-company File Generation [estimated delivery: Sep 2026]
– SAFX Load - Technical Analysis for Performance Optimization of the Batch SAFX Load Process [estimated delivery: Aug 2026]
– SAFX Load - Development of Adjustments to the Batch SAFX Load Process [estimated delivery: Sep 2026]
– Municipal Flows - Automation: Normal (DES-e and DIEF), Banks (SIGISS), and Special Situation (CEISS, DES-e, DSRe, GISS, INDAIATUBAV2, NFSE CENTI, and FGMAISS) [estimated delivery: Sep 2026]
– New dictionary: Fixed Asset – APT_ALIENACAO (X83), APT_DEM_CR_MENSAL, APT_EST_MENS_ANO, APT_EST_SAIDA, Aquisição (X82), Bem Ativo Imobilizado (X148), and Bem do Ativo (X13). [estimated delivery: Sep/2026]
– New dictionary: Inventory Control – ESTOQUE (X10). [estimated delivery: Aug/2026]
– New dictionary: CF-e Tax Coupon – Capa Cupom CFE (X201) and Item Cupom CFE (X202). [estimated delivery: Aug/2026]
– New dictionary: Import Operation – OPERACAO_IMPORTACAO (X49). [estimated delivery: Aug/2026]
– Field addition: Tax Calculation - Supplementary Postings and GIA-ST – GIA-ST and Lançamentos Complementares - Apuração. [estimated delivery: Sep/2026]
– Field addition: Calculations and Summary – Apuração - ICMS, Apuração - ICMS-ST and IPI. [estimated delivery: Sep/2026]
– Field addition: Calculations and Summary – Resumo Apuração - ICMS, ICMS-ST and IPI. [estimated delivery: Sep/2026]
– Field addition: Master Data – PESSOA_FIS_JUR (X04) [estimated delivery: Aug/2026]
– Field addition: Fiscal Documents – Capa de Doc. Fiscal Merc. Ser (X07), Capa de Utilities (X42), Itens de mercadoria (X08), Itens de serviços (X09), and Itens de Utilities (X43). [estimated delivery: Aug/2026]
– Field addition: Accounting Information, Inventory, and Withheld Taxes – Inventário (X52), Lançamentos Contábeis (X01), Retidos (X53), and Saldos Contábeis (X02). [estimated delivery: Sep/2026]
– Field addition (with correction of existing fields): Tax Calculation - Supplementary Postings and GIA-ST – Lançamentos Complementares - Apuração ST. [estimated delivery: Sep/2026]
– New endpoint in existing dictionary: Tax Calculation - Supplementary Postings and GIA-ST – GIA RJ, Lançamentos Complementares e GIA-ST – Lançamentos Complementares - Cálculo, Lançamentos Complementares e GIA-ST – Lançamentos Complementares - Discr Ajuste. [estimated delivery: Sep/2026]
– New endpoint in existing dictionary: Master Data – Estabelecimento (X2064), Medida (X2007), NCM (X2043), Produto (X2013), and Registro Estadual. [estimated delivery: Aug/2026]
– New endpoint in existing dictionary: Fiscal Documents – NFE Denegada Inutilizada (X130). [estimated delivery: Aug/2026]
– Generation of Annexes VIII-M for Distributors [estimated delivery: Oct 2026]
– Generation of Annexes IV-MA for Distributors [estimated delivery: Oct 2026]
– Generation of Annexes V-MA for Distributors [estimated delivery: Dec 2026]
– Generation of Annexes XI-M for Distributors [estimated delivery: Oct 2026]
– Closing and zeroing out of accounts to the functional currency [estimated delivery: Dec 2026]
– Reports for Functional Currency [estimated delivery: Dec 2026]
– Aggregation Codes (Balance Sheet/Income Statement/Statement of Retained Earnings/Statement of Changes in Equity) - New Income Statement Structure - IFRS 18 (CPC 51) [estimated delivery: Nov/2026]
– Events Dashboard Refactoring [estimated delivery: Dec 2026]
– New dictionary: Documento com Processo Suspenso (X263). [estimated delivery: Oct/2026]
– New dictionary: Export – Exportação (X48), Remessa Exportação (X103), and Remessa Exportação (X481). [estimated delivery: Oct/2026]
– New dictionary: Single-Phase (Single-Phase ICMS) – Origem ICMS Monofásico (X326) and Tributação ICMS Monofásico (X325). [estimated delivery: Oct/2026]
– New dictionary: Transportation – Itens Frete (X51) and Transportes (X50). [estimated delivery: Oct/2026]
Accurately calculate Deferred Taxes for the Actual Profit and Presumed Profit tax regimes: Adjust the Calculation view for Deferred Taxes — available in the Actual Profit and Presumed Profit perspectives. [estimated delivery: Dec/2026]
Legal Update
– TN 011_2026:
Inclusion of Model Code 75 - Electronic Water and Sanitation Services Invoice (NFAg) and Model Code 76 - Electronic Gas Invoice (NFGas)
– TN 012_2026:
Table 4.3.10 - Table of Products Subject to Differentiated Rates: Single-Phase Levy and by Fixed-Rate Schedule (Cold Beverages) (CST 02 and 04). Version 1.25 [Released: Mar 2026]
Table 4.3.11 - Products Subject to Rates per Unit of Measurement: Single-Phase Levy or by Fixed-Rate Schedule (Cold Beverages) – (CST 03 and 04) - Version 1.33 [Released: Apr 2026]
Table 4.3.13 - Products Subject to the Zero Rate Social Contribution (CST 06) – Version 1.34 [Released: Apr 2026]
Table 4.3.15 - Table of Operations with No Social Contribution Levy (CST 08) - Version 1.0.2 [Released: Apr 2026]
Table 4.3.8 - Table of Contribution or Credit Adjustment Codes
– Update for the new Practical Guide 3.2.3 - The CNPJ and Electronic Document Key fields will be updated to an alphanumeric format. [estimated delivery: Aug 2026]
– Update for the new Practical Guide 3.2.3 - Adjustment for the release of layout version 1.20, effective as of January 2027. [estimated delivery: Sep 2026]
– Update to comply with the new Practical Guide 3.2.3 - adjustments to the Load, Import, and Export routines for SAFX3007 and SAFX08, and to the Fiscal Document Maintenance routine:
• Addition of the value "04 - Value or Quantity Reduction" to field 18 (Credit Memo Type) of SAFX3007;
• Addition of the "Supplier Product Code" field, corresponding to the value of the NF-e's cProd tag, in SAFX08. [estimated delivery: Sep 2026]
– R-4010: The 'indTpDeducao' and 'tpIsencao' fields will now include specific rules for RRA (Accumulated Income Received).
– R-4010: Inclusion of the optional field 'cpfOrigRecurso' in the 'infoRRA' and 'infoProcJud' groups, after the 'cnpjOrigRecurso' field.
– R-4020: Inclusion of the optional field 'cpfOrigRecurso' in the 'infoProcJud' group, after the 'cnpjOrigRecurso' field. [estimated delivery: Aug 2026]
– Recording of NFGás (Electronic Gas Invoice - model 76) in the EFD ICMS/IPI, in accordance with EFD ICMS/IPI Guiding Note 01/2026. [estimated delivery: Nov 2026]
– Update to comply with the new Practical Guide 3.2.3 - adjustments to the generation of the following records:
• C100: Handling of Credit Memos of the type "04 - Value or Quantity Reduction";
• C180: Addition of the Supplier Product Code registered in SAFX08. [estimated delivery: Oct 2026]
– Update to comply with the new Practical Guide 3.2.3 - adjustments to the Load, Import, and Export routines for SAFX113, SAFX294, SAFX216, and SAFX309, and to the maintenance screen, with the addition of the 'Benefit Indicator' field. This field identifies the onerous ICMS benefits considered in the calculation of the economic impact for compensation by the fund provided for in articles 384 to 405 of Complementary Law No. 214/2025. [estimated delivery: Oct 2026]
– Update to comply with the new Practical Guide 3.2.3 - addition of the 'Benefit Indicator' field to the generation of records C197, C597, D197, D737, E111, E220, and 1921, in line with the adjustments made to SAFX113, SAFX294, SAFX216, and SAFX309. [estimated delivery: Nov 2026]
– Update to comply with the new Practical Guide 3.2.3 - addition of the 'Benefit Indicator' field to the Prodepe Supplementary Entry. This field identifies the onerous ICMS benefits considered in the calculation of the economic impact for compensation by the fund provided for in articles 384 to 405 of Complementary Law No. 214/2025. [estimated delivery: Nov 2026]
– Update to comply with the new Practical Guide 3.2.3 - addition of the 'Benefit Indicator' field to the PIM Supplementary Entry. This field identifies the onerous ICMS benefits considered in the calculation of the economic impact for compensation by the fund provided for in articles 384 to 405 of Complementary Law No. 214/2025. [estimated delivery: Dec 2026]
– Record NFCom (model 62) in accordance with ICMS Agreement 52/05: Include Electronic Communication Invoices in the file generation — the EFD-ICMS/IPI now supports model 62 (NFCom), featuring the recording of records D700 and D750 and their respective child records.
Interfaces
– Automatically identify the source of each file — each SAP instance generates files with a unique suffix, allowing you to know exactly where the data came from.
– Configure on four levels without customizations — set parameters by default, environment, company, or branch with full flexibility.
– Precisely correct data in OBI — identify and act on the correct source instance without impacting the others. [Released in Feb/2026]
– Increase processing speed - run Oracle Cloud queries in parallel and significantly reduce total data load time.
– Count on automatic failure recovery - in case of temporary communication instability with Oracle Cloud, the system automatically retries without manual intervention or data resubmission.
– Ensure data integrity - data is only committed when the entire load is successfully processed, eliminating the risk of partial or inconsistent loads.
– Preserve environment stability - process heavy loads without impacting system availability for other users. [delivered in May/2026]
– Capture the data required by I-SIMP - the SAFX08 now supports the new fields in the fiscal items table, with no manual adjustments needed.
– Maintain tax compliance - the integration already covers the new I-SIMP requirements. [delivered in Jun/2026]
Generate PIS and COFINS information correctly - the integration produces the necessary data for the tax booking of services without manual adjustments. [delivered in Jun/2026]
– Check posting status in real time - the Status Report automatically reflects the status of each entry, without manual queries to SAP.
– Generate reversals and trigger automatic posting - data returned from SAP enables the full flow of reversals and posting directly in Tax One.
– Track end-to-end - the accounting document number generated in SAP is recorded in Tax One, ensuring complete traceability. [delivered in Apr/2026]
Migration of CIAM, with adaptation of the authentication method in ONESOURCE Tax One. [delivered in Jun/2026]
– Integrate electric energy injection compensation data - new interface structure to transfer data from SAP to Tax One without manual adjustments.
– Comply with Ordinance SRE 63/2025 (SP) - the product incorporates the replacement of Ordinance CAT 171/12, maintaining legal compliance with no operational impact. [delivered in May/2026]
– Declare "PIX Garantido" without inconsistencies - support for the new payment methods required by DIMP Version 10.
– Correctly identify White Label and Intermediary Institutions - a new table ensures the accurate recognition of these institutions in the declaration. [delivered in May/2026]
Migration of CIAM, with adaptation of the authentication method in ONESOURCE Tax One. [delivered in Jul/2026]
Migration of CIAM, with adaptation of the authentication method in ONESOURCE Tax One. [delivered in Jul/2026]
– Integrate finished goods and inputs via SAFX215 - new table available in the SAP extractor to build the list of items required for the GIA AM.
– Operate in compliance in the state of Amazonas - generate the GIA AM with integrated data from SAP without intermediate manual steps. [delivered in Jul/2026]
Correctly identify the development in the NF-e - fill in the CNPJ RET field in the SAP interface and generate the CnpjIncorporacao tag according to tax requirements, without manual adjustments. [delivered in Jul/2026]
Release of a new version. [scheduled for delivery: Oct/2026]
– Operate natively with SAP S/4HANA - the interface works independently of configurations from previous ERP versions.
– Choose your cloud model without restrictions - guaranteed compatibility with SAP Public Cloud and Private Cloud, regardless of the chosen environment. [scheduled for delivery: Nov/2026]