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

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, V-MB, and VIII-M for Distributors

State > ICMS: Change in the ICMS Calculation to present the Tax Substitution summary for Interstate Operations separately by State (UF).

Improvement in the import process - Removal of concurrency.

Specifics > Fuel and Petroleum Derivatives: Generation of Annexes IX-M, X-M, and XI-M for LPG/NGL Distributors.

Specifics > Fuel and Petroleum Derivatives (Combustíveis e Derivados de Petróleo): Generation of Annexes IV-MA and V-MA for Distributors

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)

State > Electric Energy Injection File (Arquivo de Injeção de Energia Elétrica): Implementation of a feature to comply with ATO COTEPE ICMS 52/2025.

Update of the REINF, EFD Contributions, ECD, Municipal, and Reports modules in compliance with Normative Instruction No. 2,229, dated 10/15/2024, which establishes the alphanumeric format for the National Registry of Legal Entities (CNPJ) identification number under the Special Secretariat of the Federal Revenue of Brazil.

State > DIMP - Legal update to version 10.

DeRE Release

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.

 

Verification Report - SAFX 3007, 3008, 3009, 3042, 3043

Beta Tax Reform Assessment: Assessment Posting - Taxpayer View (Debit, Credit, and Balance)

Beta Tax Reform Reconciliation: Reconciliation Posting - Configuration and Reconciliation MVP

Tax Reform Assessment - Tax Authority View: Assessment Posting - Tax Authority View (Debit, Credit, and Balance)

DeRE Pilot - Electronic Filing of Specific Records

Beta Tax Reform Accounting: Accounting Posting - Configuration and API Generation