Compliance - ONESOURCE TAX ONE FOR SAP

Technical and Functional Evolution

Q1/2026
ICMS-ST and ICMS EC87: Possibility of automatic accounting for other entries (Debit Balance, Credit Balance, Total Credit, Total Debit).
IRPJ Calculation: Availability of the possibility to manually change the accounting balance used as an addition/exclusion directly on screen, making the use of filters optional.
ICMS/ST Reimbursement – São Paulo: Consider the initial balance as zero for products that are not in the "Initial balance determination" configuration, but that have tax transactions, so that the calculation of the final balance of all inbound and outbound transactions is executed accurately, ensuring the transparency and reliability of financial reports.
Q2/2026 
 PIS/COFINS  - Enhancement of the load process (F100) to allow consolidation by posting, with a breakdown of the grouped original documents
          
 - Breakdown of the documents that make up the consolidated values
          
 - Automatic adjustments per invoice with new control fields 
          
 - Legal update of tax tables 
 Tax Automation
           FCI  - Mass execution:
          
 - Calculation (multi-organization)
          
 - TXT file generation
          
 - Automated navigation (drill-down) 
 Audit and Observability  - Technical audit: ensuring the population of the responsible user in the SAP HANA Audit Log (XS_APPLICATION_USER_NAME), strengthening compliance and system traceability
          
 - Observability dashboard for support/operations, with execution monitoring and a near real-time watchdog 
 Flexible Reports  - New data source for CIAP, expanding the analysis capabilities for ICMS credits   
Q3/2026
 Nota Fiscal App – Accounting Entry Reference Without Leaving the Product  - 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.
          
 [Scheduled delivery: Jul/2026] 
 Multi-Client Architecture for Tax Obligations and Accounting  - 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).
          
 [Scheduled delivery: Sep/2026] 
 Automated Adjustments – Item-by-Item Traceability in the Calculation Breakdown  - 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.
          
 [Scheduled delivery: Aug/2026] 
 Report Generator – User-Controlled Sharing  - 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.
          
 [Scheduled delivery: Sep/2026] 
Q4/2026
    

Legal Update

Q1/2026
DIMP – Declaration of Payment Methods Information: Normative Instruction SF/SUREM No. 16 of December 16, 2025 which amends Normative Instruction SF/SUREM No. 8 of June 1, 2023, which provides for the presentation of information. 
ICMS/ST Reimbursement – Santa Catarina: Ordinance SEF No. 175, of July 7, 2025, which establishes new rules for state tax refund requests, revoking Ordinance SEF No. 413/2015. 
Q2/2026 
 Municipal Obligations  - NFTS – Update to webservice 3.1 for the submission of service import invoices, including screen enhancements, certificate configuration, XML support, and off-cycle generation.
          
 - Adjustments related to GISS ONLINE XML 2.4, DMST-e/INFISC, ECF 12.1.0, PER/DCOMP Web, and supplementary regulations for 2026. 
 ICMS / FECP (MT and MS)  - Adjustment of the upfront payment exception rule to ensure consistency between the ICMS and FECP calculation in the 80% limit scenario (utilities). 
 PIS/COFINS  - Update of table 4.3.10 as per NT12. 
 IRPJ – Presumed Profit  - Handling for the control and taxation of total gross revenue in the calendar year, in compliance with Complementary Law No. 224/2025. 
Q3/2026
    
Q4/2026
    