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5.24.10 Release Highlights

This article applies to:Avalara Excise
Avalara Returns Excise
5.24.10
Release Highlights
Revision date: 6/1/16
Product release: April 4, 2016
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Rate and Rule Updates

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 2016.03.1-5.24.10 Content Release.   New rates are identified.

Europe

RATE-9911

  • Added new Alcohol rates effective March 21, 2016:
    • United Kingdom Wine 1.21% to 4%                                                     0.856
    • United Kingdom Wine 4.01% to 5.5%                                                   1.1772
    • United Kingdom Still Wine 5.51% to 15%                                             2.7784
    • United Kingdom Wine 15.01% to 22%                                                  3.7041
    • United Kingdom Sparkling Wine 5.51% to 8.5%                                    2.6899                       
    • United Kingdom Sparkling Wine 8.51% to 15%                                     3.5587
    • United Kingdom Sparkling Cider and Perry 5.51% to 8.5%                    2.6899

United States

Alabama

RATE-9884

  • Added Secondary Distributor Discount rate of -0.004 effective January 1, 2012.

RATE-9886

  • Corrected the Calculation Type Ind to “P” from “C” on the following rates:
    • Alabama State Administrative Discount            -0.001
    • Alabama State Tax Additional Discount           -0.005

RATE-9891

  • Added new Sales and Use Tax rate of .02 effective April 1, 2016 to the following:
    • Decatur Police Jurisdiction
    • City of County Line

Alaska

RATE-9882

  • Added new Sales and Use Tax rate of .05 for Skagway County effective April 1, 2016.

Arkansas

RATE-9859

  • Added new sales and use tax rates effective April 1, 2016:
    • City of Brookland                                           .03
    • City of Gould                                                  .03
    • City of Cash                                                   .01
    • Chicot County                                                 .02
    • Lawrence                                                        .025

California

RATE-9860

  • Added new Sales and Use tax rates effective April 1, 2016:
    • City of Greenfield                                           .0175
    • City of Novato                                                            .01
    • City of Half Moon Bay                                   0
    • City of Tracy                                                  0
    • City of Dunsmuir                                             .005
    • City of South San Francisco                            .005     

RATE-9883

  • Added new Partial State Exemption for Manufacturing, Research, and Development tax rate of .67 effective July 1, 2014.

RATE-9908

  • Updated City of Marina Sales and Use Tax rate to .01 effective April 1, 2015.

Connecticut

RATE-9851

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

RATE-9868

  • Added new State Moist Snuff tax rate of 1 effective July 1, 2014.
  • Added new tobacco rates effective July 1, 2015:
    • State Cigars                           .5
    • State Smokeless Tobacco      .5
    • State Smokeless Tobacco      .5
  • Added new State Cigarettes tax rate of            .195 effective July 1, 2016.                                 

Georgia

RATE-9861

  • Added new sales and use tax rates effective April 1, 2016:
    • Douglas County                                  .02
    • Spalding County                                 .03

Iowa

RATE-9885

  • Added Propane Education and Research Council (PERC) Tax rate of .001 effective January 1, 2014.

Illinois

RATE-9888

  • Added new City of Batavia Fuel Tax rate of .02 effective February 1, 2016.

RATE-9889

  • Added new Decatur County Fuel Tax rate of .01 effective April 1, 2016.

Indiana

RATE-9918

  • Added Gasoline Use Tax rate of .095 effective April 1, 2016.         

Kansas

  RATE-9857

  • Added new Sales and Use Tax rates effective April 1, 2016:
    • Emporia Flinthills Mall                                     .01
    • Ottawa Center CID                                          .003
    • Overland Park Nall Hills CID                            .01
    • Overland Park Ranch Mart South CID               .01

Louisiana

  RATE-9892

  • Added new Sales and Use Tax rates effective April 1, 2016:
    • City of Jonesville                                            .01
    • Opelram EDD LA Sales/Use - Alt 3                  .02
    • Grambling EDD                                              .05
    • City of Sterlington                                           .025
    • City of Grand Coteau                                      .02
    • Louisiana State Sales/Use Tax                         .05

Massachusetts

RATE-9868

  • Added new tobacco rates effective July 1, 2015:
    • State Cigars                                                          .4
    • State Loose Smoking Tobacco                                       2.1
    • State Smokeless Tobacco                                 2.1
  • Added new State Cigarettes tax rate of            .1755 effective July 1, 2016.

Michigan

RATE-9887

  • Added new Prepaid Sales Tax rates effective April 1, 2016:
    • State Prepaid Sales Tax – Gasoline                 .081
    • State Prepaid Sales Tax – Diesel                     .104
    • State Prepaid Sales Tax – Biodiesel                .104

Minnesota

RATE-9854

  • Added new Premium Cigars Tobacco rate of 3.50 effective July 1, 2014.
  • Added new Moist Snuff Tobacco rate of 3.00 effective January 1, 2016.

RATE-9856

  • Added new Sales and Use Tax rate of .005 effective April 1, 2016 for the following counties:
    • Blue Earth
    • Brown
    • Cass
    • Chisago
    • Crow Wing
    • Wabasha

Missouri

RATE-9890

  • Added new Sales and Use rates effective April 1, 2016:
    • City of Campbell                                                         0.01
    • City of Clinton                                                             0.015
    • City of Fair Play                                                          0.02
    • City of Florissant                                                        0.0125
    • City of Marshall                                                          0.02
    • City of Mayview                                                          0.01
    • Columbia Business Loop CID                                      0.005
    • Cottleville MO Mid-Rivers Commons CID                     0
    • Eureka Hilltop Village Center CID                                 0.01
    • Independence Noland Fashion Square CID                   0.01
    • Lee's Summit Ritter Plaza CID                                     0.01
    • Monett                                                                       0.02
    • Monett Marketplace CID                                              0.01
    • St Joseph Tuscany Village Project I CID                      0.01
    • St Louis 2000 Sidney Street TDD                                 0.01
    • St Peters Hotel CID                                                     0.01
    • Sikeston                                                                     0.03

Nebraska

RATE-9862

  • Added new Sales and Use rates effective April 1, 2016:
    • City of Geneva                       .02
    • City of Wood River                 .015

New York

RATE-9868

  • Added new State Moist Snuff tax rate of 2 effective July 1, 2014.
  • Added new tobacco rates effective July 1, 2015:
    • State Little Cigars (20 Pack)                .2175
    • State Cigarettes                                  .2175
    • State Other Tobacco Products            .75

North Dakota

RATE-9863

  • Added new sales and use rates effective April 1, 2016:
    • City of Gwinner                       .02
    • City of Jamestown                  .02

Ohio

(new)RATE-9921

  • Added Petroleum Activity Tax rates effective April 1, 2016:
    o Gasoline                                          .008723
    o Diesel                                             .009393
    o High Sulfur Diesel – Dyed                .009393
    o Low Sulfur Diesel – Dyed                   .009393
    o Kerosene                                          .009393
    o Propane                                          .003309
  • Added new spot rates for Petroleum Activity Tax effective April 1, 2016:
    o Gasoline                                          1.342
    o Diesel                                             1.445
    o Propane                                          0.509

Oklahoma

RATE-9864

  • Added new sales and use rates effective April 1, 2016:
    • City of Pocola                                    .04
    • City of Rush Springs               .045
    • Love County                           .025

Texas

RATE-9866

  • Added new sales and use tax rates effective April 1, 2016:
  • City of Streetman                                                                    .01
  • City of Newcastle                                                                    .015
  • City of Cleburne                                                                      .02
  • City of Lone Oak                                                                    .01
  • Blanco County Emergency Services District No. 1 TX SPD       .01
  • Blanco County Emergency Services District No. 2 SPD            .01
  • Burnet County Emergency Services District No. 9 SPD             .02
  • Hardin County Emergency Services District No. 6 SPD             .02
  • Harris County Emergency Services District No. 47 SPD            .01
  • Medina County Emergency Services District No. 1 SPD           .015
  • Medina County Emergency Services District No. 6 SPD           .015
  • Palo Pinto County Emergency Services District No. 2 SPD       .015
  • Williamson County Emergency Services District No. 4 SPD      .01
  • Generation Park Management District SPD                              .02
  • Copper Canyon Crime Control and Prevention District SPD      .01

Utah

RATE-9867

  • Added new Sales and User Tax rates effective April 1, 2016:
  • City of Green River                                                                 .019
  • City of Dutch John                                                                  .021
  • City of Layton                                                                         .001
  • City of Verna;                                                                         .006
  • Carbon County                                                                       .015
  • Davis County                                                                          .0205
  • Duchesne County                                                                   .015
  • Grand County                                                                         .015
  • Rich County                                                                            .015
  • Sevier County                                                                         .015
  • Weber County                                                                         .024

Washington

RATE-9858

  • Added new Sales and User Tax rates effective April 1, 2016:
  • City of Centralia                                                                      .004
  • City of Clarkston                                                                     .014
  • City of Enumclaw                                                                    .022
  • City of Mill Creek                                                                    .004
  • City of Monroe                                                                       .003
  • City of Shelton                                                                       .003
  • City of Tacoma                                                                       .002
  • Clallam County                                                                       .019
  • Snohomish County                                                                 .015

Scenario Updates

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

United Kingdom

Alcohol Returns

RTEF-35974

  • Added the product category Beer (10) in schedule products for schedules INT01, INT02, INT03, INT04, INT05, INT06, INT07 and INT08 on the new Beer Duty Return effective January 1, 2015.

RTEF-35977

  • Added product category Spirits (9) in schedule products for schedule INT01 on the new Quarterly Distillery Return effective January 1, 2016.
  • Added product category Materials Used in Spirit Production (15) in schedule products for schedule INT02 on the new Quarterly Distillery Return effective January 1, 2016.

United States

Alabama

RTEF-36758

  • Added scenario ids to support the new City of Daphne Gasoline and Motor Fuel Report effective January 1, 2015 for the following schedules:
    • INT01             60660, 60661    
    • INT02              60662, 60663
  • Added the following product categories in schedule products for schedule INT01 on the new City of Daphne Gasoline and Motor Fuel Report effective January 1, 2015:
    • Gasoline (1)
    • Aviation Gasoline (3)
    • Ethanol Blends (10)
    • Gasoline Blends (11)  
  • Added the following product categories in schedule products for schedule INT02 on the new City of Daphne Gasoline and Motor Fuel Report effective January 1, 2015:
    • Jet Turbine Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Kerosene (7)

RTEF-36780

  • Added scenario ids to support the new City of Florence Statement of Motor Fuel Sales effective January 1, 2015 for the following schedules:
    • INT01             60650, 60651    
    • INT02              60652, 60653
  • Added the following product categories in schedule products for schedule INT01 on the new City of Florence Statement of Motor Fuel Sales effective January 1, 2015:
    • Gasoline (1)
    • Aviation Gasoline (3)
    • Ethanol Blends (10)
    • Gasoline Blends (11)  
  • Added the following product categories in schedule products for schedule INT02 on the new City of Florence Statement of Motor Fuel Sales effective January 1, 2015:
    • Jet Turbine Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Kerosene (7)

California

RTEF-35812

  • Added scenario ids to support the new State, Local, and District Sales and Use Tax Return effective January 1, 2016 for the following schedules:
    • INT01                     27800
    • INT02                     27803
    • INT03                     27806
    • INT04                     27809
    • INT05                     27812
    • INT06                     27815
  • Added the following product categories in schedule products for new schedules INT01, INT02, INT03, INT04, INT05 and INT06 on the new State, Local, and District Sales and Use Tax Return  effective January 1, 2016:
    • Gasoline (1)
    • Diesel Fuel – Undyed (2)
    • Aviation Gasoline (3)
    • Kerosene /Jet Fuel (4)
    • Diesel Fuel – Dyed (5)
    • Gasohol (8)
    • Taxable – Sales and Use Tax (40)
    • Nontaxable – Sales and Use Tax (41)
    • Purchases – Sale and Use Tax (42)

                RTEF-36192

  • Modified scenario/schedule products table for Supplier of Diesel Fuel Tax Return (BOE-501-DD) to remove invalid product category Diesel Fuel – Dyed (5) for schedules 13D, 13J, 13M, and 13N.

Oregon

                 RTEF-37116

  • Modified scenarios/schedule products to add product category LNG (14) to the Motor Vehicle Fuel And Aircraft Fuel Dealer Tax Report (735-1302D) for schedules 1H, 5LO, 7E, 10, 10AC, 10AD.

United States

               RTEF-36808

  • Modified scenarios/schedule products for the Quarterly Federal Excise Tax Return (Form 720) to remove invalid product category Kerosene - Undyed (8) and replace it with the valid product category Jet Fuel (10) for schedule INT369C.

Form Updates

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 6 revised forms and 4 new forms.

United Kingdom          

RTEF-35977

  • Added new Quarterly Distillery Return (W21) effective January 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

United States

Alabama

RTEF-36758

  • Added new City of Daphne Gasoline and Motor Fuel Report effective January 1, 2015.
  • 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.
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return - please verify the new look of the return.

                RTEF-36780

  • Added new City of Florence Statement of Motor Fuel Sales effective January 1, 2015.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

 RTEF-36836

  • Modified schedule manual entry for Inspection Fees on Sales of Petroleum Products Sold in the State of Alabama Monthly Remittance Form (ALIF #1) for schedules 2, 3, 4, 5, 22 and 26 to include only valid fuel use code options in manual entry dropdown.
  • 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-36947

  • Modified schedule manual entry for City of Montgomery Gasoline, Kerosene, Diesel and Motor Fuel Report for schedule INT01 to include only valid ‘Taxation Type’ options in manual entry dropdown.
  • 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-36950

  • Modified schedule manual entry for Baldwin County Motor Fuel Tax Return for schedule INT01 to include only valid ‘Taxation Type’ options in manual entry dropdown.
  • 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-36951

  • Modified schedule manual entry for Montgomery County Monthly Tax Return Motor Fuels (Other than Gasoline) (110-134) for schedules INT01, INT02, INT03, INT04, INT05 and INT06 to include only valid ‘Taxation Type’ options in manual entry dropdown.
  • 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-36952

  • Modified schedule manual entry for Montgomery County Monthly Gasoline Tax Return for schedules GA-3-B, INT01 and INT02 to include only valid ‘Taxation Type’ options in manual entry dropdown.
  • 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-37297 (ADM-8400)

  • Modified the XML generation for Terminal Operator to group elements for inventories, receipts, disbursements and gain/loss by the position holder legal name and FEIN. Previously it was summing and displaying values for each business account overstating the amounts when more than one position holder business account existed under a business entity and were included in schedule transactions.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

District of Columbia

RTEF-32340

  • Modified schedule manual entry on schedules 2, 3, 4, 5, 22 and 26 to include only valid ‘Taxation Type’ options in manual entry dropdowns on the Motor Fuel Tax Return (FR-400M).
  • 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-36909 (ADM-8310, ADM-8144)

  • Modified the calculation for line 16 based on clarification by the District of Columbia for Motor Fuel Tax Return (FR-400M).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

California

RTEF-35812

  • Added new State, Local, and District Sales and Use Tax Return (BOE-401-A2) effective January 1, 2016.
  • This return also includes Schedule B for County Allocation, Schedule C for Sub-outlets, and Schedule G for Fuel Seller's Supplement.
  • When using Schedule C for Sub-outlets the state requires a listing even if the location does not have any sales.
  • A transaction for zero dollar sales must be created for each location where there are not actual sales transactions to allow that location to be printed on Schedule C.
  • Actions:
    • This ticket affects the visual display of the return - please verify the look of the return.
    • This ticket affects the calculations on the return - please review values that are calculated with this new return.

 

                RTEF-36192 (ADM-7628)

  • Enhanced the schedule validation rules for schedules 13D, 13J, 13M and 13N on the Supplier of Diesel Fuel Tax Return (BOE-501-DD) to not allow product category Diesel Fuel – Dyed (5).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

    RTEF-37392 (ADM-8456)

  • Updated Prepayment of Sales Tax on Fuel Sales (401-DB) to use the rates instead of the tax collected from INT04 for Schedule A, columns D, F, and H.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Colorado

RTEF-37194

  • Added new mode code of 'P' for Propane which is used on the Distributor Tax Return (DR7050).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

Georgia

RTEF-36923 (ADM-8152)

  • Modified the calculation to allow the December transactions to populate on the Environmental Assurance Fee Report (GUST).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Illinois

RTEF-36885

  • Added revised Motor Fuel Distributor Supplier Tax Return (RMFT-5) effective March 1, 2016 for removal of individual credits and associated numbers.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-36911

  • Added revised City of Murphysboro Municipal Motor Fuel Tax Return, effective March 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-36973

  • Added revised City of Marion Municipal Motor Fuel Tax Return, effective March 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-36974

  • Added revised City of Herrin Municipal Motor Fuel Tax Return, effective March 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

RTEF-37034

  • Updated City of Carbondale: Municipal Motor Fuel Tax Return for invalid transaction rule 160203 which didn’t allow schedule transactions to be added.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

 RTEF-37079

  • Added revised City of Carbondale Municipal Motor Fuel Tax Return, effective March 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

  RTEF-37382 (ADM-8443)

  • Modified the schedule transaction rules for Motor Fuel Distributor/Supplier Tax Return (RMFT-5) to allow for the correct generation of the eFile in situations where the company account was obsoleted.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Indiana

               RTEF-36460 (ADM-7834)

  • Updated XML creation to allow submitter ID to be entered on eFile Creation / Settings tab as Sender Code.
  • If Sender Code is not entered, Indiana submitter id will default to company settings 'IN Transmission Indiana Submitter ID' as currently used.
  • This change supports taxpayers who have unique submitter ids for each sub company.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

   RTEF-36898 (ADM-8123, ADM-8142)

  • Modified the Consolidated Special Fuel Monthly Tax Return (SF-900) to allow the value checkbox to be displayed when selecting a filing type in Form Manual Entry.
  • Enhanced process to retrieve values from last month's filing if no changes are made.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return data on the Tax Sessions page

   RTEF-37155 (ADM-8315)

  • Updated eFile generation to log warning message if company-specific Submitter ID isn't entered on Indiana Recap of Gasoline Use Tax by Distributors (GT-103DR).
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Louisiana

               RTEF-37163 (ADM-8317)

  • Modified page 2 of the Terminal Operator Report (Schedule H - Terminal Operator Schedule of Inventories) to correctly calculate gain/loss.
  • Updated taxpayer preferences to default to include ‘All schedules’ and to use Overall values after clarification from the state.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Maryland

                RTEF-36751 (ADM-8005)

  • Modified the display on schedule 7 to include the state name in “Exported to the state of _____” for Dealer Tax Return (GDT1).
  • Reduced the font on Point of Destination field on all schedules related to this return.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

                RTEF-36866

  • Modified the display on schedule 7 to include the state name in “Exported to the state of _____” for Special Fuel Aviation Seller User Tax Return (GDT-300AV).
  • Reduced the font on Point of Destination field on all schedules related to this return.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

   RTEF-36867

  • Reduced the font on Point of Destination field on all schedules related to Special Fuel User Seller Tax Return (GDT-300 DSTSF).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

    RTEF-36987

  • Modified to display all months in uppercase on Oil Transfer License Fee Report (ENV).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

    RTEF-37013

  • Modified schedule manual entry for Recap Co-Mingled Storage - Gasoline for schedule INT01 to include only valid ‘Taxation Type’ options in manual entry dropdown.
  • 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.

Massachusetts

                RTEF-35630 (ADM-7326, ADM-7627)

  • Added new Massachusetts Excel templates for eFiling for Gasoline Tax Return (GT-456), Supplier Tax Return - Special Fuels (SFT-3) and Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S) effective January 1, 2016.
  • New transportation mode of ‘TR’ for truck has been added per state’s requirement for eFile spreadsheet.  Transportation mode of ‘J’ has been obsoleted effective March 1, 2016.
  • New state template allowing 30,000 lines per tab is being used.  Templates for Gasoline Tax Return (GT-456) and Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S) have additional overflow tabs allowing up to 90,000 transactions per schedule.
  • NOTE:  eFile is being released as beta version – testing with the state is in progress.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return - please verify the new look of the return.

               RTEF-36817

  • Modified schedule entry for Aircraft (Jet) Fuel Supplier Tax Return (JFT-45) to limit the ‘Exempt Code’ to allow only valid options on schedule B ‘Nontaxable Gallons Sold and/or Used’.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

               RTEF-36870

  • Modified schedule entry for Supplier Tax Return - Special Fuel (SFT-3-B) to limit the 'Intended Use' to allow only valid options following schedule:
    • B: Taxable Gallons Consumed
    • EB: Sales to Others - In State
    • G: Taxable Gallons Placed or Used in Own or Leased Registered Motor Vehicles
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

    RTEF-36889

  • Modified schedule entry for Aviation Gasoline Tax Return (AF-1) to limit the ‘Taxation Type to allow only valid options on Schedule A - Receipts.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

    RTEF-36895

  • Modified schedule entry for Gasoline Tax Return (GT-456) to limit the ‘Taxation Type’ to allow only valid options on the following schedules:
    • 1: Receipts at all marketing locations in Massachusetts from sources outside Massachusetts
    • 2: Receipts at all marketing locations in Massachusetts from sources within Massachusetts
    • 3: Direct shipments to other states
    • 4: Direct shipments to Massachusetts customers
    • 5: Other receipts
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

   RTEF-36931

  • Modified schedule entry for Monthly Delivery Fee Form (Form 500) to limit the ‘Intended Use’ to allow only valid options on the following schedules:
    • 1: Taxable Gallons Consumed
    • 2: Sales to Others - In State
    • 3: Gallons delivered to exempt locations
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

   RTEF-36982

  • Updated format validation rules for Date and Document Number used in the schedules on Gasoline Tax Return (GT-456).
  • 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.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

    RTEF-36986

  • Updated the bill of lading date format and added buyer and seller address to the schedules for Supplier's Tax Return - Special Fuels (SFT-3).
  • 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.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

   RTEF-36992

  • Added new date format for bill of lading date, in the schedules, to match Excel template requirements for Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S).
  • 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.
    • This ticket affects the visual display of the return data on the Tax Sessions page.

Mississippi

                RTEF-36901

  • Added validation for negative gallons based on filing sequence for Carrier Report (Form 74-072-99-1).
  • 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-36903

  • Added validation for negative gallons based on filing sequence for Terminal Operator Monthly Report (TOR).
  • 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-36905

  • Added validation to schedules for negative gallons based on filing sequence for Gasoline Tax Return (Form 74-001-04-1).
  • 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-36906

  • Added validation to schedules for negative gallons based on filing sequence for Special Fuels Tax Return (Form 74-070-04-1).
  • 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-37154 (ADM-8319)

  • Corrected an issue that allowed the origin and destination records to be displayed on the PDF’s for Gasoline Tax Return (74-001-04-1).
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.    

New Jersey

               RTEF-36917 (ADM-8150)

  • Added revised Spill Compensation and Control Tax Return effective January 1, 2016. PDF had cosmetic changes; also added prompts and conditional handling to display tax preparer's employer information.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.          

New Mexico

               RTEF-37456 (ADM-8501)

  • Modified Combined Fuel Tax Report for Distributors Suppliers Wholesalers (RPD-41306) to correctly pull Line 24 into eFile.
  • Actions:
    • This ticket affects the generation of the eFile – please review values that are calculated differently due to this change.

New York

               RTEF-37507

  • Corrected Terminal Operator’s Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory (FT-941) to allow the last position holder from INT04 to be generated on Page 2.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.

North Dakota

              RTEF-36623 (ADM-7947)

  • Modified eFile generation for Terminal Operator Report (ND-TOR-1) to include seller information for disbursements when provided.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

            RTEF-36705

  • Modified schedule validation for Terminal Operator Report (ND-TOR-1) to include seller as optional schedule entry for Disbursements effective November 1, 2015.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.

Ohio

              RTEF-36787

  • Added a column to Schedule 5AD for Buyer License Number on Ohio Fuel Dealers Tax Return (MF2).
  • 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.

Oklahoma

              RTEF-36762

  • Added validation rules requiring Terminal Code unless mode code is Book Adjustment or Stock Transfer on all schedules for Motor Fuel Suppliers / Permissive Suppliers (DST-205).
  • 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-36916 (ADM-8149)

  • Updated Line 19 with prompts in place of following the actual form instructions for Dyed and Undyed Biodiesel on Motor Fuel Supplier/Permissive Suppliers Monthly Tax Calculation (DST-205). Per State, this line is only filled out on an exception basis for a unique blending situation related to a company's ownership structure.
  • Actions:
    • This ticket affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-37081

  • Updated XML to add mapping of purchaser under Exporter per state feedback during XML testing. 
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-37129 (ADM-8237)

  • Updated the default date format to reflect date signed on the Oklahoma Petroleum Underground Tank Release Environmental Cleanup Indemnity Fund (105-US).
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.

Oregon

  RTEF-36991 (ADM-7961, ADM-8365, ORODOT-344)

  • Modified the eFile extraction process to not attempt to retrieve a credit amount and tax or fee value when it doesn’t exist.
  • Actions:
    • This ticket affects the extraction of the eFile - please review values that are calculated differently due to this change.

   RTEF-37116 (ORODOT-220)

  • Enhanced the Motor Vehicle Fuel And Aircraft Fuel Dealer Tax Report form (735-1302D) to allow product category LNG (14) on local jurisdictions schedules 1H, 5LO, 7E, 10, 10AC, 10AD.
  • Actions:
    • This ticket affects the calculations on the return – please review values that are calculated differently due to this change.

   RTEF-37123 (ORODOT-220)

  • Enhanced the Motor Vehicle Fuel And Aircraft Fuel Dealer Audit to allow product category LNG (14) on local jurisdictions schedules.
  • Actions:
    • This ticket affects the calculations on the return – please review values that are calculated differently due to this change.

   RTEF-37175 (ADM-8064)

  • Modified Taxpayer Date, Received Date, Penalty and Interest calculations to use local time instead of UTC to ensure penalty and interest is calculated correctly on the following returns:
  • User Fuel Seller Tax Report Quarterly
  • User Fuel Seller Tax Report Annual
  • User Fuel Seller Tax Report Monthly
  • Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report
  • User Fuel User Tax Report Annual
  • User Fuel User Tax Report Monthly
  • User Fuel User Tax Report Quarterly
  • Terminal Report
  • Carrier
  • Road Usage Charge
  • Actions:
    • This ticket affects the calculations on the return – please review values that are calculated differently due to this change.

   RTEF-37377 (ORODOT-351)

  • Modified the following taxpayer types to update the components of assigning a due date:
    • DLRBK to change due_day from 20th to 25th
    • USE8K to have a 3 month_due_offset and a due_day on the 1st
    • RAIRC to have a 1 month_due_offset and a due_day on the 31st
    • RDLRC to have a 1 month_due_offset and a due_day on the 31st
    • RDLRS to have a 1 month_due_offset and a due_day on the 31st
    • All audit taxpayer types to have a 1 month_due_offset and a due_day on the 31st
  • Actions:
    • This ticket affects the calculations on the return – please review values that are calculated differently due to this change.

Pennsylvania

              RTEF-37407

  • Modified Liquid Fuels and Fuels Tax Report (REV1096A) to calculate amended overall value correctly.
  • Actions:
    • This ticket affects the calculations of amendments on the return – please review amendment values that are calculated differently due to this change.

Tennessee

RTEF-37302 (ADM-8417)

  • Modified the month due offset to 2 months for RFGV and 3 months for RFGVA.
  • Actions:
    • This ticket affects the due date - please review values that are calculated differently due to this change.

United States

               RTEF-36808 (ADM-8050)

  • Modified INT369C schedule validation rule for Schedule C, Page 5, Line 9E of Quarterly Federal Excise Tax Return (Form 720) to allow product category Jet Fuel (10) instead of product category Kerosene – Undyed (8).
  • 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.

Vermont

               RTEF-37001

  • Modified schedule manual entry for Diesel Fuel Distributors Monthly Report (CVO-10) for schedule INT01 to have only valid options appear in manual entry dropdown.
  • 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-370003

  • Modified schedule manual entry for Motor Fuel Distribution Report - Importations (CVO-09) for schedules 2, 3, 5 and 24 to have only valid options appear in manual entry dropdown.
  • 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-370004

  • Modified schedule manual entry for Motor Fuel Distribution Report - Sales (CVO-08) for schedules 2, 3, 5 and 24 to have only valid options appear in manual entry dropdown.
  • 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

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-36811

  • Added, modified, or terminated records in the terminals and locations tables with revisions from the IRS Terminal and Refinery Control Number listings for December 31, 2015.

RTEF-36864 (ADM-8113)

  • Updated the ability to retrieve control numbers from the previous eFile version so customers no longer have to manually update the control numbers when eFile versions are changed.

             RTEF-37168

  • Corrected an issue where ‘Return Generation Started’ message is logged twice to history when generating a filed return.

              ZMS-25008

  • Updated the following content in WalkMe:
    • Added an informational message on new Support Case reporting.
    • Added Comments - how to use the free-form text Comments tab on records where it is available.
    • Express View - how to retrieve records by specific content using built-in reporting.        

Admin Updates

This section contains updates related to administration of the product.

ZMS-23887 (ADM-8282)

  • Corrected users who have jurisdictions ‘Set Per Company’ and ‘Company Jurisdictions’ set to ‘None’ to not see any tax sessions.

ZMS-24787 (ADM-8087 and ADM-8372)

  • Modified Admin > Support Cases to not change the Avalara Support Contact associated with the case when the case is updated. 

ZMS-24920

  • Added handling of CertCapture Customer messages which signal that a Business Entity was modified in CertCapture.

ZMS-24971

  • Added informational error messages to Admin > Message Center when sending a message to a company that does not have a Company Information record.
    • When sending to only one company and that company does not have a company information record, no message will be sent. The status message will be "Message could not be sent due to invalid message recipients. Company Information missing for one or more companies."
    • When sending to multiple companies, some with company information records and some without, the message will be sent to the companies that have the information record. The status message will be "Some companies were unable to receive the message due to invalid message recipients. Company Information missing for one or more companies." A message will also be written to the audit log that the company information record is missing for company <company name>.

ZMS-25098 (ADM-8361)

  • Enhanced the CertCapture - Sync Certificates Scheduled Task to run in batches to better handle large number of customers and certificates.

ZMS-25133 (ADM-8221)

  • Modified CertCapture to create Business Entities when the ‘Sync Excise’ custom field is set to ‘Y’.

Data Import Updates

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

ZMS-25087

  • Corrected an issue on import using Custom Profiles where the logging was failing.

ZMS-25118 and ZMS-25189 (ADM-8432 and ADM-8532)

  • Corrected an import error when an active profile references an inactive business account.
    • This will resolve when a Schedule Profile encountered an obsolete Business Entity, it would record the error: 'System Source Id [] Unhandled Exception while processing raw transaction. Error [Index(zero based) must be greater than or equal to zero and less than the size of the argument list.]'
  • Fixed an import error when an active scenario with a numeric only operator (<, <=, >=, >) references a null field in the import file.
    • This will resolve the following error logged to history log when an active scenario referenced a null field in the import file:  “Error [Index (zero based) must be greater than or equal to zero and less than the size of the argument list.]”
  • Added generic error handling to prevent format exceptions causing the scenario/profile process to terminate for a given transaction.

eFiling Updates

This section contains updates related to eFiling.

ZMS-24824

  • Updated the Find Next and Find Previous buttons to prevent an exception when searching a file on the Viewer tab under eFiling > eFile Creation and eFile Submissions.

Maintenance Updates

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

ZMS-25120 (ADM-8462 and ORODOT-352)

  • Corrected Comment Editor for users with 'Comment Edit My Comments' access from getting redirected to the error page if a comment created by another user was visible in the grid.  

ZMS-23055

  • Removed formatting of phone and fax numbers for countries other than United States on Maintenance > Taxpayer Contact page.

Reporting Updates

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

ZMS-24983

  • Added ‘IN’ and ‘NOT IN’ operator to Date fields on Reporting > Schedule Query Wizard (Beta).

ZMS-24988

  • Removed the ‘(new)’ option from the dropdown on the ‘Jurisdiction’ field on Reporting > Express Views > Fields In Schedules. This will improve performance.   

Tax Filing Updates

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

ZMS-24960

  • Corrected the filter on ‘Due Date’ column on Tax Filing > Tax Sessions grid.

Support

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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