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Avalara AvaTax Update 2017 Release Notes

This article applies to:Avalara AvaTax Update

Read older release notes to learn about the previous additions, changes, and fixes to AvaTax Update. For more detailed information about AvaTax Update, see the AvaTax Update guide.

See the latest release notes.

December 15, 2017

AvaTax Update release 17.12.1, December 15, 2017

New

  • Added the ability to invite a new user during onboarding, in case the first user isn't the right person to set up AvaTax Update. To invite a new user during onboarding, click Invite Another Account User.

Changed

Fixed

  • Fixed an issue where AvaTax Update wasn't working in IE 11
  • Fixed issues where report navigation didn't work correctly after you drilled down in a report
  • Fixed an issue where you couldn't add custom tax rules because states where you collect tax were missing from the region drop-down

December 8, 2017

AvaTax Update release 17.12.0, December 8, 2017

New

  • Added a Calculate tax button to Transactions so you can calculate tax for a transaction before saving and committing it to AvaTax Update

December 4, 2017

AvaTax Update release 17.11.3, December 4, 2017

New

  • Added a notification that you can upgrade to a paid service to store more than 25 exemption documents
  • For SST companies, added an alert that you can't override jurisdictions in an SST state 

Changed

Fixed

  • Fixed an issue where some reports crashed when you downloaded them
  • Item search now works when there's a space in the search query
  • The Clear option on the Returns History page now clears all of the search criteria
  • Address validationHoverTT.png of the ZIP code now works when you're adding a tax return form
  • The Exemption Exposure and Exemption Exposure Aging reports now generate successfully in the Sandbox environment

November 17, 2017

AvaTax Update release 17.11.2, November 17, 2017

Changed

  • If you told us you collect tax in a state with local jurisdictions and the Automatically Update Authorities option is turned on, you can't edit or delete the local jurisdictions. All of the local jurisdictions must be selected when Automatically Update Authorities is turned on.

Fixed

November 10, 2017

Updates and improvements in AvaTax Update version 17.11.1

New

Changed

  • Clarified wording in error message for when an SST address is entered using a zip code
  • When you remove a parent jurisdiction from where you collect and remit taxes, all child jurisdictions are now removed as well (e.g. if you delete a state, all county and city jurisdictions in that state are also deleted)

Fixed

  • Tax forms not in the database are no longer shown in the Returns tax form catalog
  • Fixed issue where adding a local jurisdiction by address might result in a loop of requests and failed responses if the address resolved to a location that isn't actually within any local jurisdictions. Now, an alert informs you of the address issue and a button is available to remove the relevant jurisdiction from your list of jurisdictions where you might need to choose locals.

November 2, 2017

Updates and improvements in AvaTax Update version 17.11.0

Changed

  • Reports that include a Location Code field now have the Display Location Code checkbox checked by default

October 26, 2017

Updates and improvements in AvaTax Update version 17.10.3

  • View Transactions without getting an error
  • The list of regions for Customer Exemptions are displayed the same way as the list of regions for Where You Collect Tax
  • Now search for company names with apostrophes
  • Click the AvaTax Update logo when you're on the Switch Company page to go to the landing page like you do from other pages in AvaTax Update

October 19, 2017

Updates and improvements in AvaTax Update version 17.10.2

  • Added new AvaTax Update logo
  • Voided transactions can now be edited

October 12, 2017

Updates and improvements in AvaTax Update version 17.10.1

October 6, 2017

Updates and improvements in AvaTax Update version 17.10.0

 

September 28, 2017

Updates and improvements in AvaTax Update version 17.9.2

  • The amount field on a transaction line is now labeled Total Amount so it's clear that it's the total line amount and not the item price
  • A license key and connector are used to connect your accounting software to AvaTax Update. Now, after you activate your first company, you get your license key when you get your connector.
  • Reports
    • Drill-down to more details on the Consumer Use Tax Summary report
    • The Sales and Sellers Use Tax Summary report no longer generates an error
    • The .csv download option was removed from all reports except the New York Apparel Taxation report. All reports can be downloaded as a .pdf or .xls file.

September 20, 2017

Updates and improvements in AvaTax Update version 17.9.1

  • The exemption statuses are now shown correctly in Your Customer Exemptions list
  • Location code, entity/use code, and exempt number are now located in the heading details of a transaction, instead of under Additional Information

September 12, 2017

Updates and improvements in AvaTax Update version 17.9.0

  • Reports
    • Reports load faster
    • Easily drill down to report details
  • When you tell us where you collect tax, local jurisdictions have labels so you can distinguish between city and county jurisdictions
  • AvaTax Exemptions
    • When you stop an exemption, it's now clear that it's stopped because a message displays
    • The Request exemption link was removed from the Add exemption and Edit exemption pages. It's still available on the Your customer exemptions list page. 

August 30, 2017

Updates and improvements in AvaTax Update version 17.8.3

  • Made minor enhancements and fixes

August 17, 2017

Updates and improvements in AvaTax Update version 17.8.2

  • Made minor enhancements and fixes

August 10, 2017

Updates and improvements in AvaTax Update version 17.8.1

  • Transactions 
    • Filters for the Transactions list show up correctly now. The Date filter is always available. Advanced filters are available when there are more than 20 transactions.
    • Use Document Status to filter transactions using these statuses: saved, posted, committed, void, adjusted, and locked
  • Reports
    • All reports in the Reports list have a description
    • Download a .csv, .xls, or .pdf file from a previewed report
  • AvaTax Exemptions
    • Customer exemptions are sorted by region and Avalara Exemption ID
    • Filter customer exemptions by status
    • Send a request to ask your customer for an exemption certificate. When they respond, a new exemption appears in AvaTax Update.
  • When adding regions where you collect tax, the tax type defaults to Sales tax only. For US regions that have both sales tax and seller use tax, choose to use Sales tax only or Sales and sellers use tax.

August 3, 2017

Updates and improvements in AvaTax Update version 17.8.0

  • The Transactions page is now paginated instead of showing one long list of transactions
  • Made minor enhancements and fixes

July 28, 2017

Updates and improvements in AvaTax Update version 17.7.3

  • Under Reports, you can now see report descriptions and filter the reports by category
  • Locations
    • You can now use filters to narrow down your list of locations
    • The locations page is now paginated instead of showing one long list of locations
  • You can now download any source or error file from Transactions import history under Transactions

July 20, 2017

Updates and improvements in AvaTax Update version 17.7.2

  • Transactions
    • You can now save origin and destination addresses for lines on a transaction
    • Now you can save changes to the header address for a transaction
  • Locations
    • It's now easy to tell that the location code is required
    • When you save a location, you get prompted to validate the addressHoverTT.png
  • If you import items or transactions and get an error message, the message now goes away after you download the error file

July 13, 2017

Updates and improvements in AvaTax Update version 17.7.1

  • Download import source files from Import History
  • Made minor enhancements and fixes

July 6, 2017

Updates and improvements in AvaTax Update version 17.7.0

  • Changes to locations show up immediately without having to refresh the list page
  • On Your custom tax codes, more options were added to the tax code type filter to make it easier to search for a code
  • Made minor enhancements and fixes

June 22, 2017

Updates and improvements in AvaTax Update version 17.6.3

  • Tax overrides can be saved at the line level in Transactions
  • Custom tax rules now default to use system sourcing, instead of destination sourcing
  • Added Exemption settings to Advanced account settings so you can control how to handle exemptions in the US and Canada
  • Made minor enhancements and fixes

June 15, 2017

Updates and improvements in AvaTax Update version 17.6.2

  • Transactions
    • Changed the location code filter to a free form text field instead of a drop-down that only contained saved locations. This lets you search for transactions that use any location code, not just codes that are saved in AvaTax Update.
    • Added the document status filter so you can filter the transaction list using these statuses: Saved, Posted, Committed, Void, Adjusted, Locked
    • Changed the TaxAmount column heading to TotalTax on the import transactions template so the transaction information imports correctly
  • Items
    • Fixed the item count on the What you sell list so you can see the number of items you've added
    • Improved the tax code search so you can use a partial code to search for the tax code to map to your item
  • Added default country to the Edit Company page. This country is automatically used on transactions, unless otherwise specified.
  • Added default currency to Advanced Company Settings. This currency is automatically used on transactions, unless otherwise specified.
  • d Where you collect tax so that the begin date for auto-managed locals is inherited from the region where the locals are located
  • Added alerts to the Company locations list so you can see which locations are missing details needed for filing tax returns

May 23, 2017

Updates and improvements in AvaTax Update version 17.5.3

  • Made minor enhancements and fixes

May 18, 2017

Updates and improvements in AvaTax Update 17.5.2:

  • If you don't want validated addresses to appear in all caps, go to Settings > Advanced Account Settings to turn off Address Standardization
  • Custom tax codes are now correctly mapped to items and used for transactions
  • In special circumstances, save custom tax rules to override Avalara tax rules or determine how items with custom tax codes are taxed
  • Made minor enhancements and fixes

May 11, 2017

Updates and improvements in AvaTax Update 17.5.1:

  • Filter for transactions with a Locked status in the Transactions list to help you reconcile transactions and returns 
  • The Expiration Date on a customer exemption is now editable
  • Company Admin users can create child companies for companies they can access
  • Made minor enhancements and fixes

May 4, 2017

Updates and improvements in AvaTax Update 17.5.0:

  • Improved navigation on the Where you collect tax summary page 
  • Added a link on the Edit Company page to Company locations where you can your company address
  • Made minor enhancements and fixes

April 27, 2017

Updates and improvements in AvaTax Update 17.4.4:

  • Locations now have start and end dates
  • Commit transactions from the Transactions list
  • Access to Avalara Account is now available. Go to Settings > Manage account to view your usage, pay invoices, your payment method, change your billing contact information, and get your connector.
  • Reports
    • All reports now appear in the Reports list
    • Export as a .pdf, .csv, or .xls file without being previewed first
    • Home Rule Location was added to the Colorado reports
  • Made minor enhancements and fixes

April 20, 2017

Updates and improvements in AvaTax Update 17.4.3:

  • Tax code search tool is no longer case sensitive so it's easier to map your items
  • Relocated the Switch company link so it's next to the company name instead of under the user name drop-down
  • Added address validation before saving a location
  • Fixed an issue where the number of selected regions was incorrect on the Where you collect tax screen
  • Added a label so you can tell which company is the default on the Your companies list page
  • Made minor enhancements and fixes

April 6, 2017

Updates and improvements in AvaTax Update version 17.4.1:

  • Made minor enhancements and fixes

April 4, 2017

Updates and improvements in AvaTax Update version 17.4.0:

  • Added new features
    • Use Jurisdiction Overrides if you report in a different jurisdiction than the one Avalara recommends
    • Create Custom Tax Rules to calculate tax based on rules specific to your company that are not defined by Avalara
    • Invite, edit, and manage users using User Management, if you're an admin user
    • View and verify your data using Reports. For more information, see Manage AvaTax Update Reports.
    • Store your customers’ exemption information and certificates, and exempt their transactions using AvaTax Exemptions
  • Made minor enhancements and fixes

March 21, 2017

Updates and improvements in AvaTax Update  version 17.3.0

  • Made minor enhancements and fixes

March 8, 2017

Updates and improvements in AvaTax Update version 17.2.2

  • Made minor enhancements and fixes

February 28, 2017

Updates and improvements in AvaTax Update version 17.2.1:

  • Made minor enhancements and fixes

February 17, 2017

Updates and improvements in AvaTax Update version 17.1.0:

  • Made minor enhancements and fixes

January 30, 2017

Updates and improvements in AvaTax Update version 17.0.0:

  • Now import multiple transactions and items 
  • Added access to AvaTax Update from a link in the Admin Console
  • Made minor enhancements and fixes

January 19, 2017

Updates and improvements in AvaTax Update version 16.0.0:

  • Made minor enhancements and fixes

January 6, 2017

Updates and improvements in AvaTax Update version 15.0.0:

  • Added a bunch of features:
    • Add and edit transactions
    • Test rates with tax calculator
    • Change account and company settings
    • Manage multiple companies
    • Change where you collect tax
  • And made minor enhancements and fixes
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