Compliance - ONESOURCE TAX ONE

TDM - Tax Data Management

- New Use Case: Tax Calculation and Individual/Legal Entity Registration

EFD - Contributions

- 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)

Income Report: Added a filter by State (UF) and adjusted file naming conventions.

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo)

- Generation of Annex III-M for Distributors

- Generation of Tables 3.1 and 3.2 of Annex VI-M for Refineries

Specifics > I-SIMP: Handling of quantity at 20 degrees Celsius.

TAX Automation

– The SCANC Sequencing Dashboard is now available.

– Refactoring of the record-per-page limits for the Validators, Consistencies, DMS (GED), and Payment Slips menus.

Reconciliation Posting - Parameterization and Reconciliation MVP - Taxpayer's View

Release of a Feature for Mass Deletion of Tax Documents

Control Panel

– Import Queue Status

– Processing Monitoring

CIAM Migration

DataMart improvement to decouple the import from the equalization process

TAX Automation

– Conceptual review of the Dashboard menu

– Redesign of the user journey for the Workflows menu

Accounting Posting - Parameterization and API Generation

EFD-Contribuições

– 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

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo): Generation of Annexes III-M for Distributors.

State > ICMS: Enhancement in the ICMS Sub-Calculation by migrating its generation to an asynchronous processing framework and the reconciliation report to the Report Server.

Specifics > Fuel and Petroleum Derivatives: Creation of a set of Reconciliation Reports for LPG/NGL Distributors.

State > Fixed Assets: Calculation of Out-of-Period Credits, allowing the selection of the start date for generating the installments, which can be either the Tax acquisition date or the Asset Validity Start Date.

EFD-ICMS/IPI: Pre-generation of record E115 (General) with flexible parameterization exclusively by CST.

Structured planning and execution for the review, validation, and improvement of the TR Transfer Files .

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo):

– 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]

Improvement in the import process - Removal of concurrency.

ECREDAC (CAT 83): Expansion of the existing scope to include Ficha 6H and Record 5010.

Reconciliation

– 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.

EFD-Contribuições

– 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]

Municipal - TFIX85 Parameter Screen (Registration of Municipal Service Codes) [Released: Jul 2026]

Basics > Parameters: Legal Requirements > SAFX Person Responsible for Information Table [estimated delivery: Sep 2026]

ECD - Digital Accounting Bookkeeping

– Multi-company File Generation [estimated delivery: Sep 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: Sep 2026]

Tax Automation

– 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]

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo): Generation of Annexes VIII-M for Distributors [estimated delivery: Oct 2026]

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo): Generation of Annexes IV-MA for Distributors [estimated delivery: Oct 2026]

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo): Generation of Annexes V-MA for Distributors [estimated delivery: Dec 2026]

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo): Generation of Annexes XI-M for Distributors [estimated delivery: Oct 2026]

ECD - Digital Accounting Bookkeeping

– Closing and zeroing out of accounts to the functional currency [estimated delivery: Dec 2026]

– Reports for Functional Currency [estimated delivery: Dec 2026]

EFD-REINF

– Events Dashboard Refactoring [estimated delivery: Dec 2026]

EFD-REINF: Adaptation to Technical Note 04/2025 with an update to the version 2.1.2 tables, including new Income Nature Codes.

ECD - Digital Accounting Bookkeeping: Update of the Referential Chart of Accounts from ECF Layout 11 with a new structure for Balance Sheet Accounts of Immune and Exempt entities, including adjustments for Savings and Loan Associations and the COSIF standard.

State Modules: In compliance with Normative Instruction No. 2,229, dated 10/15/2024, which establishes the alphanumeric format for the CNPJ (National Registry of Legal Entities) number under the Special Secretariat of the Federal Revenue of Brazil.

Tax Calculation Posting - Taxpayer's View (debit, credit, and balance)

EFD-Contribuições

– 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

PER/DCOMP - IPI Reimbursement - Layout Adjustment

State-level > Electric Power Injection File: Implementation of functionality in compliance with ATO COTEPE ICMS 52/2026.

Alphanumeric CNPJ: Update of the REINF, EFD-Contribuições, ECD, EFD-Financeira, IPI, DIMOB, FUNRURAL, OTF (Federal Tax Obligations), and Municipal modules and reports to support the alphanumeric CNPJ format, pursuant to Normative Instruction No. 2,229, of 10/15/2024, from the Special Secretariat of the Federal Revenue of Brazil.

State > DIMP: Legal update to version 10.

Tax Calculation Posting - Tax Authority's View for debit, credit, and balance.

EFD-ICMS/IPI: Implementation of the new rules from Practical Guide 3.2.2, addressing the necessary adjustments resulting from the changes introduced by the Tax Reform.

State > ICMS-ST Reimbursement SC (Ressarcimento ICMS-ST SC): Legal update of the DRSCST-SC in compliance with SEF Ordinance No. 195/2024. [estimated delivery: Aug 2026]

State > ICMS: Adjustment of the Automatic Credit/Debit Transfer (Offsetting) functionality to comply with Decree No. 60.806/2026 (PE). The tax credit invoice will now display the credit amount to be transferred in the "Total Invoice Amount" field. [estimated delivery: Sep 2026]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

State > ICMS-ST Reimbursement – SC (SEF Ordinance 378/2018): Update to comply with the new Practical Guide 3.2.3, adding support for layout version 1.20, valid from January 2027. [estimated delivery: Sep 2026]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

SPED > EFD-ICMS/IPI: 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]

 

SAP Integration / Oracle EBS Integration / Oracle Cloud Integration

CIAM migration, with adaptation of the authentication method in ONESOURCE Tax One.

EFD-REINF - EFD-REINF Technical Note 03/2026:

– 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]

GISS Online: Layout update to version 2.4, as per the National Standard NFS-e model. [Released: Jul 2026]