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5.24.0 Release Highlights

This article applies to:Avalara Excise

 
Revision date: 5/25/16
Product release: March 1, 2016

5.24.0 Release Highlights

Rate and Rule Updates 

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This section contains new and updated tax rates, scenarios, profiles, tax groups, tax license types, and other tax rule related content.

In this release there is 1 new rate added after the 2016.02.1-5.24.0 Content Release.   New rates are identified.

Canada 

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RATE-9824

  • Reactivated Newfoundland and Labrador Harmonized Sales Tax rate of .13 effective April 1, 2013.  The government agreed to cancel the rate increase to .15 effective January 1, 2016.

Europe 

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RATE-9825

  • Updated the description on VAT rates to be more descriptive.  Added ‘VAT Due by the recipient as per ART. 44 EU VAT Directive 2006/112’ to the existing description.

 

United States 

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        Alabama 

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RATE-9841

  • Added new sales and use tax rates effective March 1, 2016:
    • City of Camden                                  .025
    • City of Camden Police Jurisdiction      .0125

        Arizona 

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RATE-9835

  • Added new sales and use tax rate of .03 for Colorado City effective March 1, 2016.

        California 

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RATE-9826

  • Added new tax rates effective January 1, 2014:
    • State AB32 Fee – Gasoline                  .001037
    • State AB32 Fee – Diesel                     .001209
  • Added new tax rates effective January 1, 2015:
    • State AB32 Fee – Gasoline                  .001293
    • State AB32 Fee – Diesel                     .001506      

       Colorado 

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RATE-9849

  • Added new special fuel tax rates effective January 1, 2016 for:
    • Compressed Natural Gas (CNG)                             .09                                    
    • Liquefied Natural Gas (LNG)                                   .07                        
    • Liquefied Petroleum Gas (LPG)                              .07         

        Connecticut 

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               (new)RATE-9851

  • Added Petroleum Products Gross Earnings Net Recovery tax rate of .088139 effective July 1, 2013.

        Hawaii 

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RATE-9822

  • Added new county rates effective January 1, 2016:

 

  • Hawaii Combined State and County Naphtha Tax                                  .248
  • Honolulu Combined State and County Naphtha Tax                              .325
  • Kauai Combined State and County Naphtha Tax                                   .33
  • Maui Combined State and County Naphtha Tax                                    .34
  • Hawaii Combined State and County Aviation Gas Tax                           .01
  • Honolulu Combined State and County Aviation Gas Tax                       .01
  • Kauai Combined State and County Aviation Gas Tax                            .01
  • Maui Combined State and County Aviation Gas Tax                             .01
  • Hawaii Combined State and County Diesel Tax                                     .248
  • Honolulu Combined State and County Diesel Tax                                 .325
  • Kauai Combined State and County Diesel Tax                                      .33
  • Maui Combined State and County Diesel Tax                                       .34
  • Hawaii Combined State and County Gasoline Tax                                 .248
  • Honolulu Combined State and County Gasoline Tax                             .325
  • Kauai Combined State and County Gasoline Tax                                  .33
  • Maui Combined State and County Gasoline Tax                                   .34

         Indiana 

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RATE-9840

  • Added Gasoline Use Tax rate of .08 effective March 1, 2016.
    • The tax rate remained the same at .10 for the month of February.

         Massachusetts 

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  RATE-9832

  • Added new UST Delivery Fee of .02551 effective January 1, 2016.        

          Michigan 

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RATE-9834

  • Added new Prepaid Sales Tax rates effective March 1, 2016:
    • State Prepaid Sales Tax – Gasoline                 .09
    • State Prepaid Sales Tax – Diesel                     .114
    • State Prepaid Sales Tax – Biodiesel                .114

         Minnesota 

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RATE-9823

  • Expired Petroleum Tank Cleanup Fee effective February 1, 2016.

         Nevada 

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RATE-9839

  • Added Clark County Sales and Use Tax Rate of .0355 effective January 1, 2016.

        Texas 

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RATE-9837

  • Added Baird County Sales and Use Tax Rate of .02 effective April 1, 2013.
     

Scenario Updates 

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This section contains new and updated tax content related to schedule scenarios.

Canada 

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       Federal 

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RTEF-27322

  • Added scenario ids to support the Excise Tax Return B200 E (10)  effective January 1, 2016 for the following schedules:
    • INT01                70500, 70501
    • INT02                70502, 70503                                                             
  • Added the following products categories in schedule products for schedules INT01, INT02, INT03 and INT04 on the new Excise Tax Return B200 E (10)  effective January 1, 2016:
    • Gasoline (1)
    • Diesel Fuel Undyed (2)
    • Aviation Gasoline (6)
    • Jet Fuel (7)

United States 

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       Alabama 

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RTEF-36710

  • Added scenario ids to support City of Anniston Monthly Wholesale Motor Fuel Report  effective January 1, 2015 for the following schedules:
    • INT01                25875, 25876
  • Added the following products categories in schedule products for internal schedule INT01 and INT02 on the City of Anniston Monthly Wholesale Motor Fuel Report effective January 1, 2015:
    • Gasoline (1)
    • Aviation Fuel (3)
    • Jet Turbine Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Kerosene – Undyed (7)
    • Ethanol Blends (10)
    • Gasoline Blendstocks (11)

Ohio 

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RTEF-36782

  • Modified scenarios/schedule products to include product categories from the Petroleum Activity Tax Quarterly Return to schedule INT01:
    • High Sulfur Diesel – Dyed (3)
    • Low Sulfur Diesel – Dyed (4)
    • Kerosene (5)
    • CNG (8)
    • LNG (9)

Oklahoma 

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 RTEF-37016

  • Modified scenarios IDs of 47200 and 47201 for Exporters' Monthly Report (DST-202) to remove an extra space in the record that resulted in the missing taxpayer type of EXP Exporter and schedule codes when trying to view or edit the record.

Texas 

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RTEF-37016

  • Modified all scenario ids for Diesel Fuel Distributor Fuels Tax Report (06-168-A) to remove an extra space in the record that resulted in the missing taxpayer type of DSTD Diesel Distributor and schedule codes when trying to view or edit the record.

Form Updates 

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This section contains new and updated tax returns, schedules, and filing reports. Any return that is updated will have new taxpayer preferences.  The old taxpayer preferences will not be in effect for the new version of the return.  It is the recommended best practice to review taxpayer preferences and scenarios for each return revision to ensure that customer-specific settings are using the correct values and are up to date with the defaults provided in the product.

In this section, any existing return that is revised is described as ‘Added revised xxx effective Month Day, Year’ where xxx represents the jurisdiction, taxpayer type and return name for the specified form.  These are forms that have a new version and must be evaluated to determine if company specific scenarios and taxpayer preferences require revision.

In this section any new return that is added is described as ‘Added new xxx effective Month Day, Year’ where xxx represents the jurisdiction, taxpayer type and return name for the specified form.  These are brand new forms that were not previously in the system.  The forms will need to be evaluated to determine if company specific scenarios and / or taxpayer preferences are required.

In this release there are 0 revised forms and 4 new forms.

Canada               

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RTEF-27322 (ADM-5516)

  • Added new Excise Tax Return (B200b 10E) effective January 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-19732 (ADM-3442)

  • Modified schedule validation for the following jurisdictions and taxpayer types to have ‘can be negative’ removed from error message:          
    • Northwest Territories: Collector (COL)
    • Yukon: Collector (COL)
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.
  • Modified schedule validation for the following jurisdictions and taxpayer types to have ‘cannot be negative’ split into separate error messages:   
    • Ontario: Collector Gasoline (COLG) and Collector Diesel (COLD)
    • New Brunswick: Collector (COL)
    • Northwest Territory: Collector (COL)
    • Yukon: Collector (COL)
    • Nunavut: Collector (COL)
    • Manitoba: Collector (COL)
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

United States 

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            Alabama 

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RTEF-36710 (ATOD-2070)

  • Added new City of Anniston Monthly Wholesale Motor Fuel Report, effective January 1, 2015.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-37078 (ADM-8255)

  • Updated return page 4 to use new PDF on revised Inspection Fees on Sales of Petroleum Products (AL I.F.#3) that was released in 5.23.20.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-37121

  • Added Alternate Local Jurisdiction of La Fayette. 
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

California 

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 RTEF-36789 (ADM-8036)

  • Added product categories High Sulfur Diesel - Dyed (3), Low Sulfur Diesel - Dyed (4), Kerosene (5), CNG (8) and LNG (9) to Petroleum Activity Tax Report (PACT).
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-36820 (ADM-8067)

  • Updated Prepayment of Sales Tax on Motor Fuels (Form SGPPD) for Late Penalty Calculation.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Illinois 

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RTEF-13246

  • Enhanced overall calculation for multiple occurrence pages for City of Carbondale, City of Herrin, City of Marion, City of Murphysboro and City of Moline.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-33812

  • Added new Assessment Refund Request (RQ0100) effective January 1, 2015.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-36689

  • Added excel eFile generation for Assessment Refund Request (RQ0100) effective January 1, 2015
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

Iowa 

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                RTEF-37145 (ADM-8307)

  • Corrected an issue where the exchange position holder in Schedule 15B is left blank and creates a condition where other exchange position holder records are duplicated on the Iowa Motor Fuel Terminal – Non Terminal Storage Facility (83-010).
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Kansas 

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                 RTEF-36806 (ADM-8049)

  • Updated the validation rules so that the city, as well as the state, displays on Schedules 5, 6, 7, 8, 9, 10, and 13 for Distributors Tax Return (MF-52).
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.             

           

Mississippi 

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                RTEF-36715

  • Updated XML eFile generation to calculate credit gallons from INT01 based on Taxpayer preference and eFile amended schedules.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Nebraska 

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               RTEF-36099 (ADM-7587)

  • Updated the spacing of the rows on the receipts schedule PDF (FORM 73 MFR) for the Nebraska Monthly Fuel Tax Return (FORM 73).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.     

Ohio                  

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               RTEF-36782

  • Added product categories High Sulfur Diesel - Dyed (3), Low Sulfur Diesel - Dyed (4), Kerosene (5), CNG (8) and LNG (9) to Petroleum Activity Tax Report (PACT).
  • Actions:
    • This ticket affects the validation of products on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

          Oklahoma 

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              RTEF-36770

  • Updated the rate for E85 and removed fields on lines 18, 19 and 20 based on the state’s clarification on correct blending products and tax paid gallons for Motor Fuel Suppliers/Permissive Suppliers - Monthly Tax Calculation (DST-205).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.        

Oregon 

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RTEF-36042 (ORODOT-274)

  • Updated eFile generation to better handle foreign countries.  While researching the update it was found that an update to the uniform schema to address country codes will not be available in the near future.  It was agreed the best solution for Oregon to implement while a long-term solution is being debated:
  • Update the choice [State, Province, MexicanState] in MFLocationType to be optional, by adding a minimum occurrence of 0.
  • Update MFLocationType to use the existing ISOCountryType enum [from StateeFileTypes] instead of the CountryType enum as the CountryType enum lists many outdated values.

RTEF-37110

  • Modified schedule validation rules for origins and destinations on the Motor Vehicle Fuel And Aircraft Fuel Dealer Tax Report form (735-1302D) to only require a city value when the country is USA.

RTEF-37113

  • Modified schedule validation rules for origins and destinations on the Carrier Report (734-2921) to only require a city value when the country is USA.

RTEF-37114

  • Modified 5BLK and 6BLK schedule validation rules for origins on the Use Fuel Seller Tax Report form (735-1334) to only require a city value when the country is USA.                

          Pennsylvania 

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  RTEF-36590 (ADM-7930)

  • Enhanced Liquid Fuels and Fuels Tax Report (Rev1096-A) to use authorized_signature_id to store second contact person or preparer.
  • Actions:
    • This ticket affects the manual entry on the affected return - any warnings or errors will need to be reviewed, changes to imported data may be required.

          South Carolina 

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              RTEF-36297

  • Modified schedule validation rule 72540 to allow the same document number, diversion number and diversion date on schedule INT02 as well as INT01 for Three Day Payment Voucher (L-2109).
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.         

General Product Updates 

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This section contains new defect fixes, features, and improvements that apply to the product generally (i.e. are not specific to a jurisdiction or particular product function).       

 

            RTEF-36445

  • Updated holidays table with 2018 holidays by state.

            RTEF-27322 (ADM-5516)

  • Modified schedule validation for the following jurisdictions and taxpayer types to have ‘can be negative’ removed from error message:          
    • California: Diesel Supplier (SPLD), Terminal Operator (TOR)
    • Iowa: Blender (BLD), Importer - 1st half of month (IMP1), Importer - 2nd half of month (IMP2), Supplier (SPL), Restrictive Supplier (SPLR)
    • Illinois: City of Marion (CIMA)
    • Minnesota: Distributor Alternative Fuels (DSTAL)
    • New York: Retail Inventory (RTINV)
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.
  • Modified schedule validation for the following jurisdictions and taxpayer types to have ‘can be negative’ split into separate error messages:   
    • Connecticut: Distributor Petroleum Products (DSTP)
    • New Jersey: Distributor Motor Fuel (DSTMF) (both 201101 and 201104 only) and Gross Receipts (GRSRT)
    • Mississippi: Terminal Operator (TOR)
    • Mississippi: Carrier (CAR), Dealer Gasoline (DLRG), Dealer Special Fuel (DLRSF) (all only 201409 only)
  • Actions:
    • This ticket affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-36619

  • Added TOTALAMOUNTDUE, TOTALFEEDUE, and TOTALTAXDUE to return_definitions for the following returns:
    • New Jersey: Transporter (TRN)
    • New York: Retail Inventory (RTINV)
    • Oklahoma: Dealer Special Fuels (DLRSF) and Wholesaler, Retailer, Consumer, Alternative Fuels (WHAL)
    • Oregon: Environmental (ENV)
    • Pennsylvania: Distributor (DST)
    • Tennessee: Refund Government (RFGV-RFGVA) and Refund Wholesaler (RFWHL)
  • Actions
    • This ticket affects the visual display in ExpressView / Return Summary – please verify the fields can be found for these returns.

ZMS-22253

  • Updated to FlexCel v6.7.0.0 for Creation of Excel Files.

 

ZMS-23528

  • Updated grid column sort image on all pages to correctly indicate sort order.  The down arrow will indicate descending order and the up arrow will indicate ascending order.

ZMS-23727

  • Added busy indicators on the right side of the grid next to the refresh options (top and bottom). Any grid function (sorting, grouping, filtering, paging, etc.) and the custom functions (column selector, filter, group by and refresh) when applicable will show busy indicators.

ZMS-23736

  • Corrected "Is Empty" data filter from filtering date that should be displayed.

ZMS-23806

  • Updated Open Source Acknowledgements from a simple HTML page to an ASPX page to make it more secure.  This is now accessible only when authenticated, and using the link accessible from Admin > About Page.

ZMS-24001

  • Updated the grid column selector to gray out the rest of the page so no other operations can be executed.

ZMS-24172

  • Enhanced user authentication when using security tokens to be able to sign into system with multiple browsers.  (This would only apply to deployed customers who have it turned on).

ZMS-24319

  • Removed ‘Zytax’ from Schedule Transaction Widget Description.   From the Dashboard, click ‘Add Widgets’.  Schedule Transaction Import Widget now says ‘A widget that imports schedule transactions’.

ZMS-24368

  • Improved performance of the database upgrade by using more bulk database features when updating larger datasets.

ZMS-24460

  • Modified Support Case History widget options:
    • Added the following options under ‘Charts’:
      • Average Time To Close By Date
      • Average Time To Respond By Date
      • Open Ticket County By Date
      • Open Ticket Count By Date Stack Users
      • Open Ticket Count By User
      • Ticket Count By Date
      • Ticket Count By Date Stack Users
      • Ticket Count By User
    • Renamed ‘Number of Months’ to ‘Date Filter’ and added the following options:
      • Yesterday
      • Today
      • Last Week
      • This Week
      • Last Month
      • This Month
      • Previous 30 Days
      • Previous 90 Days
    • Added the following ‘Data Axis Categories’:
      • Week
      • Month

ZMS-24811

  • Updated main Sign In as follows:
    • Updated error message to state "Both User Name and Password are required." or “Sign in failed, please reenter user name and password.” 
    • Changed message to display in red text with white background.
    • Moved the required field indicator to display after the field label.

              ZMS-24938

  • Updated the following content in WalkMe:
    • Organized WalkMe topics by directory in the "Walk Me Through" menu
    • Added WalkMe steps for Schedule Query Wizard (Beta) Copy function

              ZMS-25052

  • Updated the following content in WalkMe:
    • Added a ‘Shout-out’ notification.  The pop-up screen will spotlight a message about Support Case Reporting 3 seconds after the user is fully logged into the system.  The trigger is the 'sign in' button. It will only appear once per user, and any user action taken will make it disappear.

Admin Updates 

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This section contains updates related to administration of the product.

 

ZMS-24008 (ORODOT-228)

  • Added two new role authorization elements to restrict backend users to only add or modify front end users.
    • AdminUserListAddFrontEndUser - If a user has a value of Edit they are allowed to add new front end users. They are not allowed to add new back end users.
    • AdminUserListModifyFrontEndUser - If a user has a value of Edit they are allowed to modify front end users. They are not allowed to modify back end users.
  • The existing authorization element, AdminUserList, will continue to have the same behavior. If the user's role has this element set to Edit then it takes precedence over the two new elements.
  • Existing roles have not been modified to leverage the new elements. If deployed customers wish to take advantage of these new elements, manual updates to the roles need to be done.
  • An example of how to use the new elements for a back end role:
    • Change AdminUserList from edit to none
    • Change AdminUserListAddFrontEndUser from none to edit
    • Change AdminUserListModifyFrontEndUser from none to edit
  • NOTE: Do not change all back end roles because you will no longer be able to add back end users.

ZMS-24027

  • Right-sized the logging when the Propagate Taxpayer Preference scheduled task is run.

ZMS-24085

  • Added a page tracing feature to Admin > System Diagnostic > Page Request Information, and tables “page_settings” and “trace_logs” in the Audit database in support of this feature.  This feature can be used by Avalara site administrators to review details of page response times.

ZMS-24316

  • Added page controls to the bottom of the grid on Admin > System Diagnostic > Services & Queue Table.

ZMS-24359

  • Added Master Company ID and Company Id Columns to Admin > System Diagnostic > License Information.

ZMS-24590

  • Corrected spelling of ‘Acknowledgements’ on Admin > About > Open Source Acknowledgements.

ZMS-24623

  • Updated export of Audit Log to convert ‘Timestamp’ field from UTC to Local time (Admin > Audit Log).

Archive Updates 

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This section contains updates related to archive and restore functions.

ZMS-24048

  • Updated Archive > Archive Tax Session > Create Archive to correctly import an archived tax session and refresh grids to show that job was completed.

ZMS-24659

  • Added instructions for searching on the Archive and Purge Session selector.

ZMS-24660

  • Updated Archive Create, Archive Import and Purge to include the user name on the System Activity grid.

ZMS-24561

  • Updated Archive Create to add a default bill of lading date (using the tax session's start period) if the transaction's bill of lading date and invoice date are null and the company setting "Assign default Bill of Lading Date (first day of period) on schedules when exported to Archive File (TRUE/FALSE)" is true.
  • Updated Archive Import to use the same Standard CSV mapper used by Data Import.

Data Import Updates 

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This section contains updates related to importation of tax transaction data into the product.

             ZMS-23984 (ADM-7328)

  • Enhanced the Data Import process to improve error handling when invalid field lengths are found during bulk insertion of schedule transactions.
    • SQL Server:
      • When bulk insert is turned off, fields too long are truncated, transactions are imported
      • When bulk insert is turned on, bulk insert fails, all transactions from bulk insert batch are in unassigned transaction file
    • Oracle:
      • When bulk insert is turned off, single transaction fails and is added to unassigned transaction file
      • When bulk insert is turned on, bulk insert fails, all transactions from bulk insert batch are in unassigned transaction file

ZMS-23997

  • Added links/bookmarks to matched schedule scenarios or schedule profiles listed in the System Activity Logs for Import jobs.

ZMS-24084

  • Updated Business Account obsolete dates to be the end of the month on Business Accounts synced with Cert Capture.  This will allow to work correctly with Data Import.

ZMS-24163 (ADM-7467)

  • Added descriptive error message to the Audit Log explaining that the upload failed and the user should check the file size or file type when an upload fails via the Dashboard Import or Tax Filing > Tax Session > Data File Upload. 

ZMS-24284 (ADM-7589)

  • Enhanced the Business Entity Import process to auto-populate the ‘Name Control’ field using the first four characters of the legal name unless populated with a different value.  This is the way the ‘Name Control’ field is populated when manually creating a Business Entity via the web page. 

ZMS-24469 (ADM-7720)

  • Updated Schedules Query Wizard (legacy and beta) Import - CSV to add the tax session's start period to the transaction's bill of lading date if both the bill of lading date and invoice date are missing. This is controlled by a company setting found under Maintenance > Companies > Settings > System Defaults. The company setting is "Assign default Bill of Lading Date (first day of period) on schedules when exported to Import File with Schedule Query Wizard (TRUE/FALSE)". The default value for this setting is FALSE. A setting of TRUE will allow the bill of lading date to be set to the tax session's start period if both the bill of lading date and invoice date do not have a value.

ZMS-24497

  • Updated Admin > Communication Messages >Message Center to send message to all company information contacts when contact is selected.

            ZMS-24526 (ADM-6352)

  • Updated Schedule Profiles Copy Field function to use the effective date when selecting a Business Account to copy

ZMS-24570 (ADM-7481)

  • Updated Location Import to properly assign the location id to the transaction when the "Insert Unmatched, Update Unlocked, Copy Locked" option is selected.

ZMS-24614 (ORODOT-315)

  • Updated Admin > Communication Messages > Message Center Recipients to display all taxpayer types.  If a user has access to a company with limited company accounts, the user will only see those taxpayer types.

ZMS-24793 (ADM-8116)

  • Updated Admin > Communication Messages to limit messages sent in Message Center to active companies.

eFiling Updates 

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This section contains updates related to eFiling.

ZMS-24549

  • Updated eFiling > eFile Creation > Settings to disable the Generate button if taxpayer contacts are not available for the General Contact and eFile Contact.

ZMS-24591

  • Updated eFile Viewer to not update the ‘Download Date’ and ‘Updated Date’ if downloading of eFile fails.

ZMS-24654

  • Updated the eFile ExSTARS 151 Acknowledgement tab to refresh the warning and critical error count without having to refresh the website page.

Maintenance Updates 

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This section contains updates related to maintenance functions within the product.

ZMS-23961

  • Updated to hide the Delete trash can icon on the Maintenance > Local Jurisdictions > Alternate Codes tab when the user does not have Edit access to Local Jurisdictions.

ZMS-23965

  • Disabled or hid buttons, textboxes and dropdowns when users do not have Edit access on the following screens:
    • Maintenance > Locations > Location pop-up, Schedule Profiles tab
    • Maintenance > Products > Product pop-up
    • Maintenance > Schedule Profiles > Schedule Profile pop-up
    • Maintenance > Transportation Modes > Transportation Mode pop-up, Alternate Transportation Modes tab
    • Maintenance > Taxpayer Contacts > Taxpayer Contact pop-up
    • Maintenance > Taxpayer Preferences > Taxpayer Preference pop-up

ZMS-23966

  • Updated to hide the Edit and Delete Icons on Maintenance > Locations > Location Alternates when user does not have edit access.

ZMS-24019

  • Added Attachments tab to Maintenance > Companies page allowing users to upload documents associated with a company. (This is not intended for SaaS customers).

ZMS-24026

  • Updated Maintenance > Taxpayer Preference grid to display ‘Updated Date’ in local time instead of UTC.

ZMS-24094 (ADM-7430)

  • Updated grid filters throughout the system for numeric fields to handle large numbers (11+ digits).

ZMS-24112 (ADM -7451)

  • Updated Schedule Profiles Business Entity Match option to include a list of carriers.

ZMS-24113 (ADM-7450)

  • Updated Schedule Profiles to include effective and obsolete dates on the selected Business Entities and Locations grids.

ZMS-24199 (ADM-7502)

  • Enhanced Maintenance > Master Data Export to allow a user to specify what type of license the target company has (AvaTax Excise or Returns Excise) to allow for exporting to a company with a different set of licensed products.

ZMS-24275 (ADM-7593)

  • Added Profile ID to Maintenance > Schedule Profiles > General tab.
  • Added Schedule Scenario ID to Maintenance > Schedule Scenarios > General tab.

ZMS-24286 (ADM-7595)

  • Added Mass Obsolete Scheduled Tasks for Schedule Scenarios and Schedule Profiles.

ZMS-24287 (ADM-7595)

  • Added ability to Schedule Validation Rules Mass Change options to update the Status Level on Maintenance > Schedule Validation Rules.

ZMS-24289

  • Added additional fields to mass update under Maintenance > Taxpayer Preferences > Update Taxpayer Preferences.

ZMS-24307

  • Updated Maintenance > Business Entities grid maximum page size to 100 to improve page performance.

ZMS-24355

  • Added a new company setting ‘General Update Matches’ for Maintenance > Master Data Import.   When a user Imports a file, they have the option to ‘Merge and Append’ or ‘Delete All and Replace’ on the Data Settings > General Tab.  If this option is changed, the SAVE button under ‘Save Default Values’ must be selected. If it is a one-time change, the SAVE button does not need to be selected.

ZMS-24431

  • Improved page reloads when uploading a file for Master Data Import.

ZMS-24500

  • Updated Maintenance > Location Effective and Obsolete Date logic to check for overlapping dates. Updated to check if new Location Effective Date is less than OR equal to existing Location.

ZMS-24613

  • Added a new taxpayer contact type to taxpayer preferences for the person authorized to sign for the company. Maintenance > Taxpayer Preferences > ‘Authorized Person’.

ZMS-24658

  • Removed the extra asterisk next to Effective Date field on Maintenance > Locations screen.

   ZMS-24665 (ADM-7997)

  • Updated the Business Account Subtype field from ‘BUSINESSSUBTYPE’ to’ BUSINESS_SUB_TYPE’ in schedule_profile_accounts.

    ZMS-24850 (ADM-8165 and ORODOT-330)

  • Updated Maintenance > Locations to allow users to insert and update duplicate locations. A warning message will display to inform the user there may be duplicates and overlapping effective dates.

Reporting Updates 

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This section contains updates standard reports, custom reports, Express View, and Schedule Query Wizard.

ZMS-23426 (ADM-7010)

  • Updated Reporting > Express Views > Product Codes with Categories column header to ‘Product Category Description’ to reflect that it contains both the category and description. 

ZMS-23753 (ADM-6165)

  • Updated error message for Reporting > Terminal Operator Summary Report to be more descriptive to inform user previous session may need to be regenerated. 

ZMS-24015

  • Corrected Reporting > Express Views to allow the following views to be exported:
    • Comments - Account Registration
    • Comments - Tax Session
    • Comments - Company
    • Comments - Company Account
    • Comments - Taxpayer Contact
    • Holidays

ZMS-24029

  • Updated Reporting > Express Views to treat Product Category column as numeric.

ZMS-24259 (ADM-7552)

  • Updated Reporting > Express View > Schedule Scenario Details to include Effective and Obsolete Dates.

ZMS-24299

  • Added bulk change operations for negate, delete, copy, and mass change to Reporting > Schedule Query Wizard Beta.

ZMS-24343 (ADM-7689 and ADM-7843)

  • Updated Reporting > Schedule Query Wizard > bulk copy to a sub company to allow user to specify the terminal code.

ZMS-24375

  • Added export option of 'Export Query Filters' to Reporting > Schedule Query Wizard Beta.

ZMS-24405

  • Enhanced Reporting > Schedule Query Wizard Beta to allow user to provide a query name and description when using copying functionality.

ZMS-24474

  • Added a new popup screen to Reporting >Schedule Query Wizard (Beta) to combine New and Open Queries.

ZMS-24505

  • Updated Reporting > Schedule Query Wizard > display fields in Oracle to correct spelling of “Product Category’.

ZMS-24535 (ADM-8055)

  • Updated Reporting > Schedule Query Wizard to properly set the ‘Created By’ or ‘Updated By’ field when using mass change.

ZMS-24537 (ADM-7862)

  • Corrected Schedule Query Wizard to not disable the bulk options when the user had not changed the query criteria.

ZMS-24551

  • Updated Schedule Query Wizard > Schedule Transaction fields on popup to be editable when user has appropriate jurisdiction access to edit fields. 
  • Updated to hide the Add New Record button on the transactions page when user does not have access to add transactions.
    • Note:  These changes apply to both Schedule Query Wizard and Schedule Query Wizard Beta.

ZMS-24599 (ADM-7934)

  • Removed the restriction of 300 display fields on Reporting > Schedule Query Wizard (Beta).

ZMS-24613 (ADM-7961)

  • Enhanced Comments that are created when Company Information fields are changed so they can be displayed in Reporting > Express Views > Comments.

                ZMS-24771

  • Added License Number Column to Reporting > Tax Session Statistics Report.

Schedule Transaction Import Updates 

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This section contains updates related to the Schedule Transaction Import tool.

Issue PRO-1730

  • Updated Business Entity Import to allow import of ‘LicensePercentage’ field that was created to allow Partial Rate Exemptions. The ‘LicensePercentage’ field is on Maintenance > Business Entities > Business Accounts.

Tax Filing Updates 

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This section contains updates related to tax filing within the product.

ZMS-22487

  • Added a Validation Message when the taxpayer type is blank or invalid on session details pop-up.   This can happen when generating a session that was created before the taxpayer was removed from a license.

ZMS-23037 (ADM-6868)

  • Corrected wording to ‘The "To Period Date" must be after the "From Period Date".’ from ‘The to peroid must be after the from period.’ on Tax Sessions Count Per Period Dashboard widget.

ZMS-23525

  • Updated the Tax Filing > Tax Sessions > History Log grid to display by default in created date descending order.

ZMS-23735

  • Disabled the ability to filter on multi-header columns.  Tax Filing > Transactions Import disabled ability to filter on Batches, Records, and Processing Time columns.

ZMS-23792

  • Removed the Payment Preference dropdown from all Multi-TaxSession actions except Generate Returns and Export Generated PDFs into Zip.

ZMS-23858 (ADM-7252)

  • Updated Tax Filing > Tax Sessions > Add New Record to provide an informative message in Create Session pop-up when Taxpayer Type is obsolete.

ZMS-23936 (ADM-7432)

  • Updated Tax Filing > Tax Sessions > History Log tab to enable paging and filtering when the user does not have ownership to the tax session.

ZMS-24119

  • Corrected Tax Filing > Tax Sessions > Generate Return(s) scheduled task when list sessions had Grouping By enabled.

ZMS-24370

  • Added busy indicators to Tax Filing > Tax Sessions List Sessions page so multiple actions can't be submitted causing unexpected results.

ZMS-24496

  • Corrected ability to create more than one new Location or Contact for Taxpayer Preference within Schedule on Tax Filing > Tax Sessions > Schedule Transactions.

ZMS-24607 (ADM-7944)

  • Updated the Tax Session Workflow dashboard widget to allow for filing of tax sessions.

   ZMS-24768

  • Updated the Session Details page to load the jurisdiction and taxpayer type dropdowns if the user only has view access to the jurisdiction. Previously if the user only had view access to the jurisdiction the dropdowns would not populate.

   ZMS-24773

  • Renamed the exporting of a Tax Session History Log entry in Scheduled Task grid to ‘Tax Sessions Details History Log grid export’ from ‘Audit Session Details History Log grid export’.

Support 

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Your feedback is valuable to us. If you have questions, issues or enhancement requests regarding Avalara Excise products, please see How to open, check status or escalate a support case.  Standard Support hours are 8:00 A.M. to 5:00 P.M. Central Time (USA), Monday through Friday.

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