Tax Reform

Roadmap updates hub for the following products: ONESOURCE Tax One, ONESOURCE Tax One For SAP, ONESOURCE DFE, ONESOURCE DFE Governance, ONESOURCE DFE Governance Plus, ONESOURCE DFE Plus, ONESOURCE Tax Analyser, ONESOURCE Brasil Integration, ONESOURCE Indirect Tax Determination - IDT and Interfaces.

Important: The expansion of tax coverage throughout 2026 will depend on the official availability of APIs from the Tax Authorities. The roadmap may be adjusted according to regulatory developments.

Disclaimer: This Roadmap is based on Thomson Reuters' Product Plan for the upcoming quarters. Please note that its content is provided for informational purposes only and does not constitute a commitment to deliver. The information presented herein should not be used as a basis for decision-making, as any actions related to the products and features mentioned herein will be determined at Thomson Reuters' sole discretion and are subject to change at any time.

ONESOURCE Tax One
Verification Reports
Tax Documents (Based on Tax Reform Tables)
Tax Documentation SAFX3007, SAFX3008, SAFX3009
Utilities SAFX3042, SAFX3043
Beta CBS Consumption Tax Calculation
Taxpayer View (Debit, Credit, and Balance)
CSV Data Export
Beta CBS Consumption Tax Reconciliation
Taxpayer View with Embedded Artificial Intelligence
CBS Consumption Tax Calculation
Taxpayer View: Enablement of Other Tax Documents and Utilities
Architecture and Design of DeRE - Electronic Declaration of Specific Regimes
Discussions with potential pilot clients to design the calculation engine and solution
Beta Consumption Tax Accounting
Posting by Calculation Period:
Determination of conditions for postings: Debit/Credit Account, Cost Center, Document Type.
Generation of Accounting Postings for API and File-based Integration
Aug
Architecture and Design of DeRE - Electronic Declaration of Specific Regimes
Inclusion of reserved fields in SAFX tables 3007, 3008, 3009, 3042, and 3043.
RTC Report adjustment
Addition of reserved fields to tables SAFX 3007, 3008, 3009, 3042, and 3043.
DeRE - Electronic Declaration of Specific Regimes - Phase I
Annotated Chart of Accounts Setup
Tax Code Assignment
Trial Balance
Event Generation and Control Panel (for submission and return)
Sep
DeRE - Electronic Declaration of Specific Regimes - Phase I
Event D1001 - Taxpayer Information
Event D1011 - General Annotated Chart of Accounts
Event Generation Panel (Cockpit)
Messaging: Events D-1001 and D-1011
Oct
Layout Manuals Update
NFAg Information (Electronic Water Invoice – Model 75)
DeRE - Electronic Declaration of Specific Regimes - Phase II (part 1)
Event D1106 - Financial Investment
Event D1199 - Monthly Event Closing
Event D2101 - Debt Securities
Event D9101 - Trial Balance Return
Event D9106 - Financial Investment Return
Event D9199 - Monthly Closing Return
Event D9121 - Debt Securities Return
Messaging for remaining events
Tax Calculation Comparator
Nov
Enabling the IBS tax in the module.
CBS Consumption Calculation
Tax Authority and Taxpayer View: Including details in the Calculation Report for the Debit and Credit views
Consumption Tax Reform – CBS Tax Assessment
Tax Authority View: Consumption Tax Reform Event Integration
Control
110001 - Event Cancellation
Inbound
112110 - Notice of Actual Full Payment to Release the Purchaser's Presumed Credit
112120 - Import into ALC/ZFM Not Converted into Exemption
112130 - Spoilage, Loss, Robbery, or Theft During Transportation Contracted by the Supplier
112140 - Supply Not Fulfilled with Advance Payment
112150 - Expected Delivery Date Update
Outbound
211110 - Request to Claim Presumed Credit
211124 - Spoilage, Loss, Robbery, or Theft During Transportation Contracted by the Purchaser
211128 - Acceptance of Tax Debit in the Assessment due to Credit Note Issuance
211130 - Item Capitalization as Fixed Asset
211140 - Request to Claim Fuel Credit
211150 - Request to Claim Credit for Goods and Services Dependent on the Purchaser's Activity
In Succession Transactions:
Taxpayer
212110 - Response to IBS Credit Transfer Request
212120 - Response to CBS Credit Transfer Request
Tax Authority
412120 - Tax Authority Response to IBS Credit Transfer Request
412130 - Tax Authority Response to CBS Credit Transfer Request
Layout Manuals Update to Support NFGás Information (Electronic Gas Invoice - Model 76)
CBS Consumption Tax Reconciliation
View:
Accounting vs. Tax: General Ledger vs. Tax Document
CBS Calculation - Tax Authorities
Debit Query API Connection
Credit Query API Connection
Payment/Collection Query API Connection
DeRE - Electronic Declaration of Specific Regimes - Phase III
Transactional Events
Impact on CBS/IBS Calculation
CBS/IBS Reconciliation
ERP Integration
Accounting vs. Tax: General Ledger vs. Tax Document
Accounting Entry by Document: Configuration and Integration Generation via API and File
Dec
DeRE - Electronic Declaration of Specific Regimes - Phase II (part 2)
Transactional Integration
Event Generation and Control Panel (for submission and return)
Enhancement to the CBS Calculation
TDM: Tax Data Management
Data Exposure via API
Consumption Tax Reform Data Dictionaries:
Consumption Tax Reform Tax Invoices
Complementary Invoice Events
CBS Calculation
Mass Adjustment
Tax Documentation Tables: X3007, X3008, and X3009
Tax Document Tables: X3042 and X3043
CBS Determination
Debit and Credit Adjustment: Implementation of events stemming from the Tax Reform.
CBS/IBS Reconciliation
Source vs. Tax Solution: Raw Source Data Integration and Cross-Checking
Profile Enablement
Tax Solution vs. Tax Authority: Tax Assessment Data and Cross-Checking with Tax Authority Records
Allow Access to "All" Establishments within the Module
ONESOURCE Tax One For SAP
Structuring the Reconciliation Process
Tax Invoice Reconciliation (Taxpayer vs. Tax Authorities - CBS Debits): an invoice-by-invoice comparison to identify discrepancies in tax base and amounts.
Accounting vs. Tax Reconciliation (CBS Debits): comparison of consolidated amounts per period, with support for audit evidence.
Discrepancy Categorization: all discrepancies will be classified by type using deterministic rules.
CBS Calculation - Structuring Debits and Unappropriated Credits
Identification and organization of CBS debits and unappropriated credits.
Adjustments to the initial result composition.
Preparation of the foundation for the progression of other Assisted Calculation operations.
CBS Calculation
Enhancement of the taxpayer and Tax Authority views, including document breakdown, summaries per tab, updated balance, events, and debits awaiting processing.
Inclusion of service invoices in the CBS calculation.
Availability of summary reports for processed debits and unclaimed credits.
Data export to Excel, CSV, and TXT.
Visualization of the calculation status, timeline, and guidance messages.
CBS Tax Reconciliation
Consolidation of reconciliation by period.
Comparison between executions and identification of recurring discrepancies.
Export of audit report to Excel and implementation of an audit trail to track changes, responsible users, and execution history.
New reconciliation home screen with advanced filters and execution logs.
Restructuring of the configuration screens for cycles (utilities) and for the accounting-to-tax association.
DERE (Declaration of Special Regimes)
Structuring of the database for the future obligation.
Mapping of G/L accounts (COD_TRIB) with support for mass upload.
Capture and storage of return protocols from SEFAZ.
Flexible Report
Inclusion of service invoices and electronic key in the "Notas Fiscais Reforma Tributária" (Tax Reform Invoices) data source.
Sep
AI-Assisted Reconciliation – CBS and Other Taxes
Reduced classification time – The AI suggests a classification for each discrepancy based on the history validated by the team; only manual confirmation is required.
Decisions based on confidence level – Each suggestion displays the model's confidence level, allowing human reviews to be prioritized as needed.
Audit trail preserved – No classification is applied without confirmation; every decision is recorded in a log.
Expanded coverage – Operates on Accounting vs. Tax and Taxpayer vs. Tax Authority views, for CBS and other taxes.
DeRE – Phase 1: End-to-end validation of registration events with the Federal Revenue Service
XML generation with verified master data – Company and Chart of Accounts data is sourced from SAP CTR (TDF/DRC), with mandatory fields validated prior to generation.
Generation blocked if issues are pending – Prevents XML generation while there are outstanding mandatory fields; inconsistencies are displayed before submission, not in the monthly filing.
Tracking of the complete event lifecycle – Submission, change, and deletion with generation, storage, query, and status display for each event.
DeRE – Phase 2: Integration with the Federal Revenue Service, event monitoring, and trial balance
Communication with the Federal Revenue Service without leaving Tax One for SAP – Batch creation and submission, processing status query by protocol, and persistence of protocol and receipt per event, with full integration within the product.
Clear interpretation of rejections – Status is separated into "in progress," "processed successfully," "with warnings," and "rejected with error"; organized display of messages from the return XML with reprocessing on the same panel.
Deadline visibility – Displays the deadline for each event with a remaining days counter.
Preparation for monthly submission – Structuring of Trial Balance (D-1101), Financial Investments (D-1106), Closing (D-1199), and Debt Securities (D-2101), with account balances loaded from SAP CTR (TDF/DRC) for the delivery cycle by the 15th of the following month.
Audit traceability – Pre-submission validation of structure, signature, and consistency of COD_TRIB; tracking by batch and by event; full log of all changes.
Taxpayer vs. Tax Authority Assessment – Regulatory versioning and multiple clients
Isolation of regulatory changes – Versioning of calculation rules by effective period, preventing new publications from overwriting already closed assessments.
Regulatory control per tax – Independent parameterization for IS, CBS, and IBS; tax activation only occurs after its regulation is published.
Support for multiple clients – Operation of SAP environments with multiple clients in the same assessment.
Nov
Tax Reform Fiscal Data
Native reading of standard SAP CTR fields:
Traceability of the assessment number: matching the presented value with the record in SAP CTR, with traceability from the display back to the source document; reading fiscal fields directly from the standard structure, without intermediate calculations or parallel rules.
Native data consumption by applications: integration of Invoice, CBS Assisted Assessment, Report Generation, and CBS Reconciliation to consume native data; enabling other applications to use standard data from SAP CTR.
DeRe – Monthly recurring events transmitted directly from the product
Integrated compliance: capturing data, generating the XML in the official layout, transmitting it to the Brazilian Federal Revenue, and receiving the response within the product, with proof of submission stored alongside the event; this eliminates the need to create an external file and submit it through a parallel channel.
Traceability of transmissions and responses: providing the status of each transmission operation, with structured warnings and errors for action, accompanied by an audit trail.
Scope: D-1121 (assessment deductions), D-1198 (reopening the period), D-2101 (public debt securities), D-2201 (services remunerated by price), D-2202 (general regime tariffs), D-2211 (credit operations and securities), D-2221 (receivables anticipation), D-2231 (leasing), D-2241 (payment arrangements - identification), D-2242 (payment arrangements - operations), D-2251 (insurance, private pension plans, and capitalization), D-3201 (health care plans), and D-4201 (lottery contests).
D-1199 (period closing) is contingent upon its acceptance being enabled by the Brazilian Federal Revenue.
CBS Assessment – Parity with the Brazilian Federal Revenue's Assisted Assessment
Full availability of tabs and fields: inclusion of all tabs and fields from the Brazilian Federal Revenue's assisted assessment in Tax One for SAP, with drill-down from the consolidated view to the lowest level of detail, following the pattern of the current tabs.
Nomenclature aligned with the Brazilian Federal Revenue: field names will match those used by the tax authority, eliminating the need to mentally translate between the Tax One for SAP terminology and the federal portal's.
Dec
CBS Assessment – Integration with the Brazilian Federal Revenue and the Tax Authorities' view on screen
Comparison of calculated values with the Brazilian Federal Revenue's records: displaying values from the assisted assessment alongside the base values directly within the CBS assessment screen, with any discrepancies highlighted for immediate action.
Reliable displayed values: automatic synchronization with an event log; integration failures are flagged on screen, preventing outdated data from being shown as current.
IBS Assessment – Tax Authorities' View with Data from the Managing Committee
Integrated views on the same screen: displaying values from the Managing Committee's assisted assessment alongside base values in the "Tax Authorities' View," completing the comparison within the analysis workflow; this eliminates the need to consult the Managing Committee's environment and perform manual reconciliation.
Full traceability of origin and timing: automated synchronization with a time-stamped log; integration failures are flagged in the UI, preventing the display of obsolete data.
Note: Subject to the release of APIs by the Brazilian Federal Revenue and the Managing Committee; no dates have been set.
IBS Assessment – Analysis path from consolidated view to source document
Analysis of the IBS assessment without leaving the product: providing a complete analysis path within Tax One for SAP, starting with a consolidated period view and allowing drill-down by level to the source document without value discrepancies; this eliminates the need to consult the Managing Committee's environment and perform manual reconciliation.
Integration of perspectives on the same screen: incorporating "Taxpayer" and "Tax Authorities" perspectives into the workflow's structure from the outset. In this delivery, the "Taxpayer" perspective will show values from the client's database. The "Tax Authorities" perspective will be structured within the product to receive data via integration with the Managing Committee.
ONESOURCE DFE
Analysis of the Tax Reform's Technical Notes
Update of the National Standard NFS-e Issuance Layout
Adaptation of the CT-e “Full XML Listing” Reports to Include IBS/CBS Fields
Mapping of National NFS-e Scenarios via From-To Cross-Reference
BA - Analysis of the Tax Reform's Technical Notes
Generation of the “Full XML Listing” Report for National DPS
Adaptation of the DF-e NF-e Portal for IBS/CBS Display and Filters
Adaptation of the DF-e CT-e Portal for IBS/CBS Display and Filters
Mapping of National NFS-e Scenarios via From-To Cross-Reference
Implementation of the National Standard NFS-e Receiver
Alphanumeric CNPJ Support
NF-e and CT-e
Update to the OneSource DF-e portal interfaces to display the new Tax Reform fields (IBS, CBS, IS)
Creation of DANFE layouts for the National NFSe
Analysis of the Tax Reform's Technical Notes
Mapping of National NFS-e Scenarios via From-To Cross-Reference
Screen-Based Event Registration
May
Inclusion of the Remaining Municipalities in the National NFS-e
Jul
NFS-e
Update to DF-e to support Alphanumeric CNPJ (NT 009 RTC) – DPS and RPS
Analysis of the Tax Reform's Technical Notes
Mapping of National NFS-e Scenarios via From-To Cross-Reference
Nov
Event Registration via the ONESOURCE DF-e Screen
Interfaces - ONESOURCE DFE
All Connectors
NFS-e - NT 007 RTC (delivered in Feb-Mar/2026)
NFSe - Mapping of 10 new fields (totCIBS from the ibscbs group) (delivered in Feb-Mar/2026)
NFe - Technical Note 2022.002 v.1.30 and 1.30a (delivered in Mar/2026)
SAP Connector
Adjustment of the cCIB field in the __ibscbs__ group (delivered in Mar/2026)
EBS R12 Connector and SAP Connector
CTe - NT RTC 2025.001 V.1.14 (delivered in Mar/2026)
All Connectors
Handling the CNPJ as a String (delivered in May/2026)
Debit and Credit Notes - Adjustment to Ajuste SINIEF No. 49/2025 (delivered in Jun/2026)
Jul
All Connectors
NFe/NFCe - NT 2025.002-RTC v1.40 and part of Technical Note 2026.002_v.1.00 - versaoLayoutDFe 4.18
Oracle Cloud Connector
Implementation of Tax Reform events for capture in the connector
Oct
EBS R12 Connector
Implementation of Tax Reform events for capture in the connector
ONESOURCE DFE Governance
Feb
SAP Note Application
Identifying, prioritizing, and applying Tax Reform (CBS/IBS) SAP Notes in the DFe Governance environments, ensuring the product's continuous compliance with legal changes.
Expansion to 90% of Municipalities via National NFS-e
Expanding the coverage of the NFS-e module to 90% of Brazilian municipalities, based on the unified National NFS-e standard.
May
New Sefaz Events for the Recipient
Support for the new Sefaz acknowledgement and communication events directed at the fiscal document recipient, integrated into the DFe Governance monitoring workflow.
Enhancement for Alphanumeric CNPJ
Adapting DFe Governance to recognize and process the new alphanumeric CNPJ format defined by the Receita Federal, including updates to validation and integration routines.
Aug
Layout Adjustments - DANFE, DACTE, and National NFS-e
Updating the layouts for the printed fiscal document representations (DANFE, DACTE, and National DANFS-e) to incorporate the new fields and tax rules from the Tax Reform.
Sep
2027 Readiness - Full CBS and IBS
Technical preparation of DFe Governance for the full implementation phase of CBS and IBS, featuring advance mapping of calculation rules and new fiscal fields.
Nov
Tax Reform Testing Phase Stabilization
Monitoring and fine-tuning of DFe Governance during the official Tax Reform testing period, with corrections based on identified findings.
ONESOURCE DFE Governance Plus
Sep
Capture of New Recipient Events for DF-es
Supports the capture and processing of new recipient events required by legislation, with manual declaration in the product or automated through ERP integration - ensuring compliance with tax obligations and directly impacting the assisted tax calculation. Automation requires the prior configuration of triggers to initiate the events.
Oct
RTC Validation and Data Cross-Checking
Increases the reliability of tax bookkeeping by reconciling the Assisted Tax Calculation provided by the Tax Authorities with the information processed by DFe Governance Plus - including fiscal data from inbound documents integrated into the ERP, captured Sender Events, and Recipient Events executed from the product.
Nov
Support for New Fiscal Documents
Expands the product's coverage by processing fiscal documents for taxable events not yet supported: Airline Tickets, NF-e for Water, Power, Communications, and Gas Bills, and Fiscal Documents for Real Estate Rental and Sales.
ONESOURCE DFE Plus
Jan
DC-e - Electronic Declaration of Content
Supports the full lifecycle of the DC-e, an electronic document that replaces the paper-based declaration for transporting goods when a fiscal document is not required. This includes querying, managing, and tracking issued declarations, handling rejections, processing authorization responses, and related events. It supports all contingency modes established by legislation, with automatic activation and deactivation, reducing operational impacts and ensuring issuance continuity.
Mar
NFAg-e - Electronic Invoice for Water and Wastewater Services
Supports the issuance and processing of the NFAg-e (model 75), an electronic fiscal document created for water supply and wastewater service operations. DFe Governance Plus serves utility companies and sanitation service providers throughout Brazil with the same robustness and coverage applied to the other electronic fiscal documents on the platform.
May
NFGás - Electronic Gas Invoice
Supports the issuance and processing of the NFGás (model 76), a national electronic fiscal document created to replace paper-based issuance in piped gas supply operations, consolidating the fiscal, commercial, and tax information for these operations into a single document. DFe Governance Plus serves gas utility companies and distributors throughout Brazil with the same robustness and coverage applied to the other electronic fiscal documents on the platform.
Jul
Adaptation to Alphanumeric CNPJ
All DFe Plus Fiscal Documents:
Ensures the compatibility of all electronic fiscal documents in DFe Governance Plus with the new alphanumeric CNPJ format, which becomes mandatory on July 6, 2026, as determined by the Receita Federal (Brazilian Federal Revenue). The adaptation includes updating the messaging systems and integrated systems, ensuring operational continuity with no impact on the document issuance and receipt flow.
BP-e Aéreo - Electronic Ticket for Air Transportation
Supports the full lifecycle of the BP-e Aéreo (model 63), an electronic fiscal document for air passenger transportation services. This includes issuance, authorization, storage, handling of rejections, processing responses, managing fiscal events, cancellations, and no-shows. It supports all contingency modes established by legislation, with automatic activation and deactivation, reducing operational impacts and ensuring issuance continuity.
Aug
NF-e ABI - Electronic Invoice for Real Estate Sales
Supports the issuance and processing of the NF-e ABI, an electronic fiscal document created by Complementary Law 214/2026 in the context of the Tax Reform to document real estate sale transactions. The document is currently in a draft stage and awaits final regulatory publication; DFe Governance Plus is monitoring the regulatory evolution to ensure immediate compliance upon official publication.
Oct
Adaptation to Split Payment
All DFe Plus Fiscal Documents:
Adapts all electronic fiscal documents in DFe Governance Plus to the new Split Payment fields defined by ENCAT, ensuring compliance with the rules established by the IBS/CBS Management Committee and with the tax obligations of the Tax Reform.
ONESOURCE Tax Analyser
Reforma 360
Removal of the year 2025 from the Price Comparison - Maintenance of updated prices - System with progressive removal of the year 2025 and the ICMS, PIS, and COFINS taxes as periods advance, preventing the display of outdated data after the tax transition.
“From/To” Correlation between LC 116 and NBS codes - Transition of services to the new tax model - System with a “From/To” correlation mapping between LC 116 and NBS codes, facilitating the transition of services to the new tax model.
Zero Rate on Service Exports - Export of services without IBS/CBS - Calculation engine adjusted to reflect the non-levy of IBS/CBS on exports according to the new guidelines.
Additional details in the Reforma 360 Report - Report now includes breakdown by Invoice Total and Unit Quantity.
Reclassification of the projection - System allows for batch classification of items according to the annexes/benefits/various situations of the reform's articles.
XML Audit
National NFS-e Layout (Tax Reform) - Centralization of Service Invoices - Tool prepared for the unification of Service Invoice layouts, allowing the upload of provider XMLs and ensuring complete capture of NFS-e (for both Service Taker and Provider).
54 New IBS/CBS Audits - Expansion of rule coverage focused on the transition to the Tax Reform.
Reforma 360
Adjustment of visibility in the Reform Report: Removal of PIS/COFINS fields (post-2027) and ICMS (post-2033) - Ensuring the accuracy of projections according to the Tax Reform's legal timeline.
Comparative Table of Service Codes - Search for the NBS code related to the service code from LC 116/03.
Audits and Cross-check
DFeReferenciado Tag in Return Invoice Validation (Audit 3908) - Validation of return invoices - Audit 3908 with validation of the DFeReferenciado Tag in the new electronic tax document structure of the Tax Reform, increasing validation accuracy, reducing the risk of tax inconsistencies, and keeping the platform compliant with legislative changes.
Reforma 360 – 2.0
Second version of the Tax Reform solution
NFS-e and CT-e Audits (IBS and CBS)
New audit rules for NFS-e and CT-e, covering the new IBS and CBS taxes
ONESOURCE Brasil Integration
Creation of processing capabilities for tables to support the Brazilian Tax Reform, along with dynamic parameterization for variable fields.
XML Input Profile Modernization: Automatic migration from the legacy tag-based format to XML with tag remapping, eliminating manual configuration.
XML Delimiter Support: Adjustments to the input profile to correctly handle XML delimiters.
Wildcard Search: Partial tag matching in the input profile (using asterisks) simplifies finding fields during profile configuration.
Brazilian Tax Reform Readiness: Processing of a kit containing the new SAFX tables for the Tax Reform.
Oct
Adjustments to align with Legal Updates for the ONESOURCE Tax One and ONESOURCE DFE products.
Nov
Data input bridge for DERE
Direct integration of DERE and tax calculation events from OBI into the Apuração Tax Reform module, with destination selection per processing run and no need to route data through ONESOURCE Tax One.
Requirement: Apuração Tax Reform module enabled.
Dec
Processing templates for the 16 tax calculation events under the Tax Reform
Preconfigured processing templates in OBI for transmitting the 16 tax calculation events to the Apuração Tax Reform module, with predefined input and output profiles.
Requirement: Apuração Tax Reform module enabled.
Adjustments to align with Legal Updates for the ONESOURCE Tax One and ONESOURCE DFE products.
ONESOURCE Indirect Tax Determination - IDT
Sep
Operations
Support for loan for use, transfers, triangular operations, and future delivery [estimated delivery: Sep/2026]
Addition of new Cclasstribs
IBS-City
New municipal authorities for the ZFM and ALCs
ISS
Inclusion of the new taxes in the tax base for ISS and withheld ISS
ICMS
Inclusion of the new taxes in the tax base
CBS/IBS
Inclusion of the Selective Tax in the tax base
Oct
Selective Tax
Creation of rules and rates (services)
IPI
Creation of rules and rates, part 1 of 3
Nov
IBS-City
Creation of rules for municipalities of the ZFM and ALCs.
Selective Tax
Creation of rules and rates (products and services), part 1 of 2
IPI
Creation of rules and rates, part 2 of 3
CBS
2027 Rate, part 1 of 2
Dec
Selective Tax
Creation of rules and rates (products and services), part 2 of 2
IPI
Creation of rules and rates, part 3 of 3
CBS
2027 Rate, part 2 of 2
*The timeline is subject to the publication of the applicable legislation.
Interfaces
SAP Integration / Oracle EBS Integration / Oracle Cloud Integration
Adjustments to the evolution of ONESOURCE Tax One and ONESOURCE DFE.
Oracle Cloud V17 | Oracle EBS V11 | OBTI
Adaptations for Legal Updates from the ONESOURCE Tax One and ONESOURCE DFE products.
Released in Apr/2026
OBTI | Adapt fiscal documents for utilities
Integrate utilities fiscal documents with Tax One - SAFX3042 and SAFX3043 tables are available in the standard package, with header and items ready for integration.
Correctly record IBS and CBS in utilities documents - the new tax fields (Grupo UB, Grupo W03, cClassTrib) are supported according to the Technical Notes from SEFAZ and the IBS Management Committee.
Manage old and new taxes simultaneously - support for the coexistence of ICMS, PIS, and COFINS with IBS and CBS in utilities documents during the transition period (2026–2032).
Released in Jun/2026
Sep
Oracle EBS V11 - Without ODI: Adapt fiscal documents for utilities to the Tax Reform
Integrate fiscal documents for utilities with Tax One - SAFX3042 and SAFX3043 tables available in the standard package, with header and items ready for integration.
Correctly record IBS and CBS in utilities documents - the new tax fields (Grupo UB, Grupo W03, cClassTrib) are supported according to the Technical Notes from SEFAZ and the IBS Management Committee.
Manage old and new taxes simultaneously - support for the coexistence of ICMS, PIS, and COFINS with IBS and CBS in utilities documents during the transition period (2026–2032).
Jul
Oracle EBS V11 - Without ODI: Adapt Inbound and Outbound Fiscal Invoices to the Tax Reform
Take full advantage of IBS and CBS credits - the new tax fields are correctly recorded in inbound invoices (SAFX 3007, 3008, and 3009), ensuring no credits are lost.
Eliminate inconsistencies with tax authorities - inbound processing layout updated according to the specifications of Technical Note 2026.002 and SEFAZ requirements.
Manage old and new taxes simultaneously - support for the coexistence of ICMS, PIS, and COFINS with IBS and CBS during the transition period (2026–2032).
Receive fiscal invoices from the new tax model without manual intervention - invoices issued by suppliers in the new layout are automatically processed and recorded.
Oct
Oracle Cloud V17 | Oracle EBS V11 | OBTI
Adaptations for Legal Updates from the ONESOURCE Tax One and ONESOURCE DFE products.
Oracle EBS V11 - Release of tables SAFX3042 and SAFX3043.