The Finance Base / AI tax assistants / ONESOURCE Certificate Manager
Fees and plans
| ONESOURCE Certificate Manager | On request |
|---|
As tax.thomsonreuters.com publishes them, read Sep 29, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.
Facts we read
- Audit reportingCustomizable, audit-ready reports let tax teams produce documentation on demand. · tax.thomsonreuters.com, Sep 29, 2026
- Bulk uploadsThe installation guide says customers planning bulk uploads of customer and certificate data should also download Data File Integrator. · thomsonreuters.com, Sep 29, 2026
- Certificate toolsCertificate Manager offers reminders, reporting, customizable email templates, and a portal for customer-entered certificates. · tax.thomsonreuters.com, Sep 29, 2026
- Customer portalCustomers can upload exemption certificates directly through a self-service portal. · tax.thomsonreuters.com, Sep 29, 2026
- DeploymentThe installation guide describes deployment in an application server or web container and downloading the software from the ONESOURCE Customer Center. · thomsonreuters.com, Sep 29, 2026
- Determination integrationIt integrates with ONESOURCE Determination to connect exemption documentation to tax calculation. · tax.thomsonreuters.com, Sep 29, 2026
- Filing support levelnone · tax.thomsonreuters.com, Sep 22, 2026
- Founded2008 · tax.thomsonreuters.com, Sep 28, 2026
- Free planNo · tax.thomsonreuters.com, Sep 22, 2026
- HeadquartersToronto, Ontario, Canada · tax.thomsonreuters.com, Sep 28, 2026
- Help and supportThe product help says in-application Help is available after installation and configuration, and directs users to the Knowledge Base for documentation. · kpmg.hostedtax.thomsonreuters.com, Sep 29, 2026
- RequirementsThe installation guide says Certificate Manager requires Determination 5.6.2.4 or higher. · thomsonreuters.com, Sep 29, 2026
- Supported industriesThe product page describes use cases for manufacturing and distribution, government, education, nonprofits, retail, and multi-jurisdiction sellers. · tax.thomsonreuters.com, Sep 29, 2026
- Supported tax typessales tax exemption certificates · tax.thomsonreuters.com, Sep 22, 2026
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