ONESOURCE Tax One For SAP Solutions

Single-system nota fiscal analysis – Displays the accounting entry reference number (Num_Ref_Lancto) on the Nota Fiscal form, eliminating the need for parallel lookups in SAP ECC.

Mass processing of entries – View and edit the accounting entry information linked to the nota fiscal, either manually or in batch.

No performance impact – The field is displayed with no perceivable degradation when opening the form; handles scenarios with no data without errors.

Precise identification of the item for each adjustment – Integration of the Item Code (COD_ITEM) into the Declaratory Values, Automated Adjustments, and Aggregated Values reports, and in the exported file.

Report as an audit-ready calculation breakdown – Provides the adjustment's origin without needing manual cross-checks with transactional data or parallel spreadsheets.

Substantiation for operations with tax benefits – Item-by-item traceability serves as the basis for explanations to Tax Authorities in scenarios with complex adjustment rules.

Consolidation of obligations in distributed SAP environments – Provides consistent support for multiple clients, removing the architectural limitation that restricts the expansion of state-level obligations.

Scope – ICMS Reimbursement (for RJ, MG, SP, and PR), DIME, FCI, DIF TO, DCIP SC, and accounting for Tax Collection Documents (ICMS, IPI, EC87, and ICMS-ST).

Granular user-level access – Groups and reports can be created with Public Access, Creator Only, or individual user permissions.

Compatibility with existing options – Maintains current sharing options and ensures continuity of established workflows.

Auditing of Utilities documents with an identified key: availability of Electronic Document Key, Hash of the referenced document, Information Code, and Code of the referenced document model in the Utilities source.

Integrity validation without leaving the report: verification of consistency between generated data and the source document using the hash of the referenced document.

Comprehensive reports for compliance: making the new fields available in the report builds from the source.

Display of Record 1400 invoices without dependency on the Municipality: correctly displaying invoices when the Municipality field is not filled.

Clear feedback in no-result scenarios: displaying an explicit message instead of a blank screen when there are no invoices to show.

Preservation of selection across multiple searches: maintaining already selected branches during multiple searches in the filter field.

Accurate automation setup: clear feedback on the selection status and handling of edge cases in complex filters.

Replication of DOT ES with other settings: including the obligation in the scope of the Configuration Copy feature, eliminating manual reconfiguration for each new company/branch.

Tracking of configuration validity: availability of a start date in the DOT ES settings.

Recording of changes with full traceability: documentation of the responsible user, date, time, operation type (edit or deletion), and before/after values.

Investigation of inconsistencies using history: availability of a change traceability report.

Supporting tax and legal compliance: providing an audit trail of invoice changes, closing gaps in the audit process.

Optimized access to ICMS calculation information: performance improvements on various system screens with increased usability, including the main Calculation screen, CIAP, and Record 1400.

ICMS cache segregation: splitting the cache for fetching invoices and recalculating the tax assessment, or for recalculation only, providing agility when there are no invoice modifications but only changes to adjustment rules and other parameters.

Scheduling of ICMS and Convênio 17 cache: setting up recurring cache for the ICMS and CONV17 applications at specific times according to a user-defined frequency, with the option to run during off-peak hours.

Compliance in ICMS navigation: implementation of safeguards and checks in the ICMS calculation to prevent misuse of the product, such as blocking the creation of manual adjustments and report generation while cache processing is underway.

Sharing of invoice cache: integration of the invoice cache among the ICMS, ICMS-ST, and EC87 applications, eliminating duplication of core information.

Releasing the calculation process without database intervention: canceling an ongoing report execution directly from the Tax One for SAP interface, without the need to open a ticket.

Visibility of executions: a monitoring dashboard with Processing, Completed, Error, and Canceled statuses, including stalled processes.

Effective resource release: unlocking of threads, queues, and locks, with an audit log of the author, time, and report.

Scope: Report Generation, ICMS Calculation, ICMS/ST, EC87, IPI, and PIS/COFINS.

Replication of settings with balance transfer: inclusion of ICMS balance transfer settings in the Configuration Copy feature, eliminating post-copy tax inconsistencies.

Configuration of calculation method per adjustment: a “Group documents for adjustment calculation” parameter allows the adjustment to be generated summarized by invoice or detailed item by item, configurable per adjustment group.

Traceability for audit defense: displaying the invoices that made up the calculation base on the adjustment screen; identifying in the report which method generated each value.

Integration of Model 76 into the automated routine: including the document in the calculation of ICMS, IPI, and PIS/COFINS and in the generation of ancillary obligations, without manual processing.

Elimination of the compliance gap: ensuring operations documented via Model 76 are reflected in tax filings with a level of accuracy equivalent to that of other models.

Tax benefit indicator in adjustments: the indicator required by the 2027 layout is now on the ICMS, ICMS-ST, and sub-assessment adjustment screens, for both automated and manual adjustments. It flows into the tax bookkeeping together with the source adjustment, so you no longer need a separate step to complete it after the assessment.

Special debit traceability to the source document: the special debit is broken down into late (extemporaneous) documents and documents issued late with reduced amounts, and the origin of each amount is visible. You can drill down from the assessed amount to the underlying invoices, generate payment slips per invoice or in summary, and track the related entry through accounting posting. Previously, only a consolidated total was shown, with no breakdown.

Scope: The update covers ICMS Assessment, ICMS-ST Assessment, sub-assessment, EC 87, IPI Assessment, and ST Refund. The special debit breakdown is available in Report Generation. Applications that generate tax filings from tax documents already structured for the new document statuses are included.