What's New

11/13/25

‍CereTax Product Release Notes
Release: New CereTax Portal Launch - CERT ENVIRONMENT
CERT Release Date: November 13, 2025    Target Production Date:  November 25,2025

Overview:
We’re excited to introduce the newly redesigned CereTax Portal. This major update delivers a more intuitive user experience, streamlined workflows, and enhanced performance across the platform. Whether you manage tax for one entity or a multi-jurisdictional enterprise, this release is designed to help you move faster with greater control. We have the same engine, same backend, updated user experience. This is just the beginning, we have a lot of great new features planned as we roll into 2026, so keep your eyes out for those to come.

1. Updated Homepage

• Simplified layout and updated iconography
• Client account switching now integrated in the profile icon

2. Transactions View Overhaul

• Unified screen for viewing, importing, and filtering transactions
• Filter and column controls moved to the top for easier access
• Clicking a transaction opens a full details page
• New line-item search functionality

Why this matters: Reduces time spent navigating, simplifies invoice-level reviews

‍3. Reports Section Enhancements

• "Run" and "View" reports now live in the same area
• View, Download, and Archive actions now in a cleaner “Action” menu

Why this matters: Streamlines reporting and reduces steps for key actions

4. Filtering and table view Improvements (coming soon)

• A new filter profile component is coming that will allow users to define and quick load filters
• Saved filters can be designated as a default which will be applied each time you land on the page

Why this helps: Streamlines the experience of finding the data you need

5. Rule Management Improvements

• Duplicate Rule now copies all values, not just headers and structure
• View/Edit/History and Duplicate moved into the "Action" ellipsis
• Profile icon updated for cleaner navigation

Why this helps: Saves significant setup time and makes replication of logic easier

6. Rule Types & Elements Updates

• Rule types are now managed on a separate page
• Search replaced with filters for Rule Types and Rule Elements
• More intuitive layout for managing complex logic

Bottom line: Easier to scale and maintain tax automation logic

7. Tools Layout Refresh

• Tax Calculator, Address Validation, and Taxability tools updated visually
• Filters and column controls now upfront and visible

Why users love it: Easier to access, no learning curve

8. Administration & Role Management

• Users and Roles split into separate views
• More pre-configured Roles with varying permission levels
• Access code options moved to the "Action" menu in Partner Management

Why it’s better: More flexible user management and faster onboarding

9. Navigation Experience

• Former multi-tab interface replaced with streamlined single-window navigation

Why it’s useful: Keeps workflows cleaner and improves focus

Additional Info

• View Platform Demo
• Explore CereTax Integrations
• Learn More About CereTax

For questions or feedback, please contact your CereTax account representative.

Thanks for helping us make CereTax better for everyone.

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4/28/25

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Portal Refactor updates:

• Reverse and Recalculate feature has been added
  • Can be found in the Portal for sales transactions only
  • Feature will reverse the original transaction and create a new transaction with the previous transaction’s details and recalculate taxes
    • This is intended to apply any rule changes made between the time the original transaction was calculated and when it was recalculated

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• Added a contact us form that will create a support ticket. Please be sure to put as much information in the Message field as possible.
• We have added an option field for Invoice Number so that it is easier for you to find your transaction if you decide to post it from the tax calculator.

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4/11/25

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Portal Refactor updates:

• Tax Calculator configuration screen
  • We have added invoice date
  • 3 buttons have been disabled and colored grey
    • Calculate tax
    • Post Transaction
    • Reset Tax Calculator
• Environment banner has been added back in grey

3/28/25

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We have added an enhancement to Post a transaction from the Tax Calculator in the Portal.   You can find this option under the Actions drop down, simply select Post Transaction.   You can then view the transaction in Sales and the transaction will be available for Reporting.

3/17/25

Telecom Customers:

The Arizona Commission ordered an update to the Arizona Universal Service Fund surcharge.  This order was voted in on 3/12/2025.  The order states that the Arizona Universal Service Fund surcharge for Category One providers shall be updated to $0.00 per access line and $0.00 per interconnecting trunk line beginning March 1, 2025.   Category Two providers shall be updated to $0.00 percent of intrastate toll revenues as of March 1, 2025.

As of 3/25/2025, CereTax will return a $0.00 rate for Arizona Universal Service Fund surcharge (USF) Category One and Category Two providers.  

The associated docket and this update can be found Arizona USF Docket.

If you have any questions, as always feel free to contact us.

3/6/25

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We are excited to announce the new release of the CereTax Portal! This update introduces several key enhancements designed to improve your experience and streamline your workflow.

What’s New:

‍New Landing Page for the Portal
The updated landing page now prominently highlights our documentation, making it easier to access the resources you need.

Rebranded Portal Experience
The CereTax Portal has been updated to embrace our new green branding, aligning with our new marketing brand. This refresh brings a fresh and modern look to the platform.

‍Environment Indicator
A new indicator at the bottom left of the panel will let you know what environment you are signed into.  

Automated Rules Sync
Rules will now automatically sync upon updates, eliminating the need for manual intervention and ensuring accuracy.

New Geocode Column in Sales Transactions
We have added an optional Geocode column to the sales transactions, enhancing Situs display options for more precise tax calculations.

Canada Address Validation  
Canada address validation (AV) is now live and is currently working in both the Address Validation API and the portal. Integration updates requiring code changes are planned for an upcoming sprint.

Dashboard Returns Soon
A completely redesigned and improved dashboard is in the works and will be available in the next few months. We can’t wait to share it with you!

We are actively working on a major portal refactor project and a new user experience that will bring even more improvements soon. Stay tuned for additional updates!

Thank you for your continued support as we continue to enhance the CereTax platform.