ONESOURCE Certificate Manager vs ONESOURCE Determination

ONESOURCE Certificate Manager automates the collection, validation, storage and renewal of sales tax exemption certificates. It checks certificates against state-specific rules and tracks expiration dates. Customers can submit certificates through a self-service portal; tax teams can use reminders, customizable email templates and audit-ready reports to produce documentation on demand. Integration with ONESOURCE Determination links exemption documentation to tax calculation. Described use cases include manufacturing and distribution, government, education, nonprofits, retail and sellers operating across multiple jurisdictions. Deployment uses an application server or web container, with downloads from the ONESOURCE Customer Center. The installation guide requires Determination 5.6.2.4 or higher. Customers planning bulk uploads of customer and certificate data should also download Data File Integrator. In-application Help is available after installation and configuration, and documentation is available through the Knowledge Base. The listed platforms are API, self-hosted, web and Windows. Pricing is on request, and there is no free plan; a free demo can be requested.

ONESOURCE Determination automates calculations for sales tax, use tax, GST, VAT, and excise tax. The web-based product connects with ERP, financial, billing, e-commerce, point-of-sale, and payment systems through pre-built or custom integrations. It supplies global tax rates, rules, and calculations in real time, with cloud synchronization to support high transaction volumes. Deployment includes a cloud-based indirect-tax engine and an edge-computing option. Determination Anywhere supports business-specific security and data-residency requirements. Tax content covers specialized jurisdictions and industries, with industry offerings for oil and gas, retail, manufacturing, and technology. Configuration features include company structures, global calculations, and tax-return streamlining. Thomson Reuters says its automated calculations and certified processes aim to reduce audit-triggering mistakes; the processes are backed by SSAE 18 and ISAE 3402 certifications. Pricing is on request, and a free demo can be requested.