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5.24.20 Release Highlights

This article applies to:Avalara Excise

Revision date: 6/1/16

Product release: May 2, 2016

 

 

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All other trademarks are property of their respective owners.

 

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 are 0 new rates added after the 2016.04.1-5.24.20 Content Release.   New rates are identified.

United States

Alabama

RATE-9922

  • Rescinded tax rate for City of Chelsea Police Jurisdiction effective May 1, 2016.

Indiana

RATE-9932

  • Added Gasoline Use Tax rate of .109 effective May 1, 2016.

Iowa

RATE-9937

  • Corrected the PERC Fee rate description to 'IA Propane Education and Research Council (PERC) Fee' from  'IL Propane Education and Research Council (PERC) Fee.

Michigan

RATE-9925

  • Added new Prepaid Sales Tax rates effective May 1, 2016:
    • State Prepaid Sales Tax – Gasoline                 .1
    • State Prepaid Sales Tax – Diesel                     .109
    • State Prepaid Sales Tax – Biodiesel                .109

South Carolina

RATE-9923

  • Added new Allendale County Sales and Use tax rate of .01 effective May 1, 2016.

Texas

RATE-9920

  • Added new City of Helotes Sales and Use tax rate of .0175 effective April 1, 2016:
  • Added new Sales and Use tax rates effective May 1, 2016:
  • City of Claude                        .015
  • City of Fate                            .015
  • City of Freer                           .0175
  • City of Ivanhoe                       .0125
  • City of Krum                           .02
  • City of Lakeside                     .02
  • City of Lavon                          .0175
  • City of Lyford                                     .02
  • City of Nevada                       .015
  • City of Odem                          .0175
  • City of Olton                           .02
  • City of Petersburg                  .015
  • City of Presidio                      .015
  • City of Riesel                          .0125
  • City of Rising Star                  .0175
  • City of Sachse                                    .0175
  • City of San Antonio                .0125
  • City of Stockdale                    .0175
  • City of Trophy Club                 .0175
  • City of Wheeler                       .0175

Scenario Updates

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

United Kingdom

Alcohol Returns

RTEF-35976

  • Added product categories in schedule products for new schedules INT01 through INT08 on the new Notifications of Cash Payments (W7) effective September 1, 2015:
    • Spirits (9)
    • Beer (10)
    • Still Wine (11)
    • Sparkling Wine (12)
    • Still Cider and Perry (13)
    • Sparkling Cider and Perry (14)

RTEF-36193

  • Added the product categories in schedule products for new schedules INT01 through INT21 on the new Excise Warehouse Return (W1) effective January 1, 2016:
    • Spirits (9)
    • Beer (10)
    • Still Wine (11)
    • Sparkling Wine (12)
    • Still Cider and Perry (13)
    • Sparkling Cider and Perry (14)

United States

Alabama

RTEF-36711

  • Added scenarios ids to support the new City of Calera Statement of Gasoline Distribution effective January 1, 2015 for the following schedule:
    • INT01             25825, 25826    
  • Added the following products categories in schedule products for schedule INT01 and INT02 on the new City of Calera Statement of Gasoline Distribution effective January 1, 2015:
    • Gasoline (1)
    • Aviation Fuel (3)
    • Ethanol Blends (10)
    • Gasoline Blends (11)  

RTEF-36753

  • Added scenarios ids to support the new City of Childersburg Statement of Gasoline and Motor Fuel Distributor effective January 1, 2015 for the following schedule:
    • INT01             25320, 25321    
  • Added the following products categories in schedule products for schedule INT01 and INT02 on the new City of Childersburg Statement of Gasoline and Motor Fuel Distributor 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)

RTEF-36844

  • Added scenarios ids to support the new City of Valley Distributor’s Report effective January 1, 2015 for the following schedule:
    • INT01             25310, 25311    
  • Added the following products categories in schedule products for schedule INT01 and INT02 on the new City of Valley Distributor’s Report effective January 1, 2015:
    • Gasoline (1)
    • Aviation Fuel (3)
    • Ethanol Blends (10)
    • Gasoline Blendstocks (11)

RTEF-36857

  • Added scenarios ids to support the new City of Talladega Gasoline Tax Report effective January 1, 2015 for the following schedule:
    • INT01             25090, 25091    
  • Added the following products categories in schedule products for schedule INT01 and INT02 on the new City of Talladega Gasoline Tax Report effective January 1, 2015:
    • Gasoline (1)
    • Aviation Gasoline (3)
    • Jet Turbine Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Kerosene – Undyed (7)
    • Ethanol Blends (10)
    • Gasoline Blendstocks (11)                                                                  

RTEF-37255

  • Modified scenario/schedule products to include missing product category Lubricating Oil (2) to the Inspection Fees on Sales of Petroleum Product Sold in the State of Alabama (AL.I.F.#1) for the following schedules effective November 1, 2007:
    • INT01
    • INT02
    • INT04
    • INT05
    • INT06
    • INT11
    • INT13                        
  • Obsoleted Diesel Fuel – Undyed (5) product category in schedule products on the Inspection Fees on Sales of Petroleum Product Sold in the State of Alabama (AL.I.F.#1) effective December 31, 2015 for the following schedules:
    • INT02
    • INT04
    • INT05
    • INT06
    • INT10
    • INT11
    • INT13
  • Obsoleted Kerosene – Undyed (7) product category in schedule products on the Inspection Fees on Sales of Petroleum Product Sold in the State of Alabama (AL.I.F.#1) effective December 31, 2015 for the following schedules:
    • INT07
    • INT08
    • INT09
  • Modified scenario/schedule products table for Inspection Fees on Sales of Petroleum Product Sold in the State of Alabama (AL.I.F.#1) to remove product category LPG (8) for schedules:
    • INT01
    • INT02
    • INT03
    • INT04
    • INT05
    • INT06
    • INT10
    • INT11
    • INT13
  • Modified scenario/schedule products to include missing product category Heating Oil (9) to the Inspection Fees on Sales of Petroleum Product Sold in the State of Alabama (AL.I.F.#1) for the following schedules effective November 1, 2007:
    • INT07
    • INT08
    • INT09
    • INT12
  • Modified scenario/schedule products to include missing product category Ethanol 100% (13) to the Inspection Fess on Sales of Petroleum Product Sold in the State of Alabama (AL.I.F.#1) for the following schedules effective November 1, 2007:
    • INT10
    • INT11
    • INT14

Colorado

RTEF-37184

  • Obsoleted Liquefied Petroleum Gas (9) product category in schedule products on the Distributor Tax Return (DR7050) effective December 31, 2015 for the following schedules:
    • 1
    • 2
    • 5
    • 6
    • INT01

 Massachusetts

RTEF-37107

  • Added product category Miscellaneous (10) in schedule products for the following schedules on the revised Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S) effective April 1, 2016:
    • A
    • B
    • C
    • INT01

RTEF-37119

  • Obsoleted scenario ids for the Gasoline Tax Return (GT-456) on the following schedule effective March 31, 2016:
    • INT02                     34107, 34112
  • Obsoleted Gasoline (1) and Gasohol (3) product categories in schedule products on the Gasoline Tax Return (GT-456) effective March 31, 2016 for schedule INT02.
  • Added scenario ids to support revised Gasoline Tax Return (GT-456) effective April 1, 2016 for the following new disbursement schedule:
    • 12                    34122, 34123
  • Added the following product categories in schedule products for schedule 12 on the revised Gasoline Tax Return (GT-456) effective April 1, 2016:
    • Gasoline (1)
    • Gasohol (3)
    • Miscellaneous (10)
  • Modified scenario/schedule products to include missing product category Miscellaneous (10) to the Gasoline Tax Return (GT-456) for the following schedules effective April 1, 2016:
    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7
    • 8
    • 9
    • 10
    • INT01
    • INT03

New York

RTEF-37432

  • Added product category Crude Oil (13) and Waste Oil (21) in schedule products for the following schedules on the Tax on Motor Fuel (PT-101) effective January 1, 2016.
    • 101.1PART1
    • 101.1PART2
    • 101.2PART1
    • 101.2PART2
    • INT01
    • INT43

Ohio

RTEF-37703

  • Deleted scenario ids for nonexistent taxpayer type of SPL (Supplier) for the following schedules:
    • 1                            2034
    • 2                            2035
    • 5                   2022, 2023, 2034
    • 10    2025, 2026, 2027, 2028, 2029, 2030
    • 10B               2031, 2032, 2033

Note: Ohio does not have a Supplier return and one never existed in the application.    

Oklahoma

               RTEF-37262

  • Obsoleted scenario ids for the Motor Fuel Occasional Importer – Monthly Tax Calculation (105-13) on the following schedules February 29, 2016:
    • INT01               47403
    • INT03               47404
    • INT04               47405
    • INT05               47406
    • INT06               47407
  • Added scenario ids to support revised Motor Fuel Occasional Importer – Monthly Tax Calculation (105-13) effective March 1, 2016 for the following new disbursement schedules:
    • 5                      47410
    • 5A                   47411
    • 6F                    47412
    • 8                      47413
    • 10                    47414
  • Added the following product categories in schedule products for schedules 5, 8, and 10 on the revised Motor Fuel Occasional Importer – Monthly Tax Calculation (105-13) effective March 1, 2016:
    • Gasoline (1)
    • Diesel Fuel – Undyed (2)
    • Diesel Fuel – Dyed (3)
    • Blending Materials (4)
    • Aviation Gasoline (5)
    • Jet Fuel (6)
    • Kerosene – Undyed (7)
    • Kerosene – Dyed (8)
    • Biodiesel – Undyed (10)
    • Biodiesel – Dyed (11)
    • E85 (12)
  • Added the following product categories in schedule products for schedule 5A on the revised Motor Fuel Occasional Importer – Monthly Tax Calculation (105-13) effective March 1, 2016:
    • Gasoline (1)
    • Diesel Fuel – Undyed (2)
    • Blending Materials (4)
    • Aviation Gasoline (5)
    • Jet Fuel (6)
    • Kerosene – Undyed (7)
    • Biodiesel – Undyed (10)
    • E85 (12)
  • Added the following product categories in schedule products for schedule 6F on the revised Motor Fuel Occasional Importer – Monthly Tax Calculation (105-13) effective March 1, 2016:
    • Diesel Fuel – Dyed (3)
    • Kerosene – Dyed (8)
    • Biodiesel – Dyed (11)

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 9 revised forms and 6 new forms.

United Kingdom          

RTEF-35976

  • Added new Notification of Cash Payments (W7) effective September 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-36193

  • Added new Excise Warehouse Return (W1) effective January 1, 2016. 
  • 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.

United States

Alabama

RTEF-36711

  • Added new City of Calera Statement of Gasoline Distribution 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-36753

  • Added new City of Childersburg Statement of Gasoline and Motor Fuel Distribution 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-36844

  • Added new City of Valley Distributor's Report of Gasoline Deliveries 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-36857

  • Added new City of Talladega Gasoline Tax 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-37166

  • Updated Inspection Fees on Sales of Petroleum Products Sold in the State of Alabama (Form ALIF 1) to restrict display of zeros on pages AL I.F. #2 and AL I.F. #3 for lines where no transactions are listed.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

                 RTEF-37255 (ADM-8384)

  • Modified the schedule validation rules for the schedules INT02 thru INT14 to check for valid products to match the restrictions on the Report of Gasoline, Lubricating Oils, Jet Fuel, Kerosene, Heating Oil, and Diesel Fuel Receipts and Sales (AL I.F. #2).
  • 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.

  RTEF-37271 (ADM-8386, ADM-8435)

  • Added validation rules to Transporter Monthly Return (MFT-TRPR) to no longer allow ‘0’ Net, Gross, or Billed gallons, but negative gallons are allowed.
  • 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-37437 (ADM-8139, ADM-8563)

  • Updated the Terminal Operator Monthly Report (MFT-TOM) to enable the ending inventory schedule to be copied to the beginning inventory schedule.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • Filer must update taxpayer preference to enable this copy function.

Arizona

RTEF-37218 (ADM-8362, ADM-8454))

  • Modified Monthly Supplier Tax Report (TAX 120) and Monthly Restricted Distributor Tax Report (TAX 140) eFile generation to display terminal control numbers (TCNs) or city/state values on origins.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Colorado

RTEF-37184 (ADM-8350)

  • Added revised Distributor Tax Return (DR7050) effective January 1, 2016. Changes relate to less LPG reporting on this form including revised calculations for LPG, and a new mode code for propane placed in 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 - please verify the new look of the return.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37419

  • Removed LPG from the beginning inventory, ending inventory and ERS fee segments from eFile for Distributor Tax Return (DR7050).
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Illinois

RTEF-37229

  • Modified the validation rules for destination and for bill of lading after State testing the Assessment Refund Request (RQ0100).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

 RTEF-37287

  • Modified the Assessment Refund Request (RM0200) excel template to remove inconsistent bolded values in the transaction data.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

 RTEF-37624 (ADM-8584)

  • Corrected an issue where the beginning inventory was not taken from previous tax session for Motor Fuel Distributor-Supplier Tax Return (RMFT-5).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

 RTEF-37700 (ADM-8615)

  • Corrected Schedules MG and MS to populate with data on Motor Fuel Distributor-Supplier Tax Return (RMFT-5).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

Indiana               

   RTEF-36920 (ADM-78363)

  • Modified the eFile download process to provide a file name consistent with the state of Indiana's naming convention.
  • The four character company identifier needs to be entered in the Sender Code field under eFiling/eFile Settings tab.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

    RTEF-37190 (ADM-8334)

  • Modified the XML generation for the Gasoline Use Tax (GT-103) to format the date/timestamp value per state requirements.  
  • Actions:
    • This ticket affects the generation of the eFile, which per state must be encrypted – change has been tested with state; please contact Avalara Support with any concerns.

Louisiana

               RTEF-36556 (ADM-8317)

  • Corrected the calculation of Line 23E to use the appropriate fields on Louisiana Tobacco Tax Return (Form R-5604).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

   RTEF-37285 (ADM-8409)

  • Modified the filing period on return page 1 to show the end of the period for Terminal Operator Annual Report (R-5385).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

   RTEF-37286 (ADM-8408)

  • Corrected an issue where the gain/loss was affected when one of the returns was amended for Terminal Operator Annual Report (R-5385).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

   RTEF-37315

  • Clarified the error messages when Book Adjustment (BA) or Stationary Transfer (ST) is used on schedules of Terminal Operator Monthly Return (R-5393).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

Massachusetts

                RTEF-37073

  • Added revised Supplier's Tax Return - Special Fuels (Form SFT-3B) for inclusion of new line 11 for gains/losses, effective April 1, 2016.
  • 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 - please verify the new look of the return.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

               RTEF-37107

  • Added revised Aircraft (Jet) Fuel Supplier Tax Return (Form JFT-4S) effective April 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

               RTEF-37118

  • Added revised Distributor of Aviation Gasoline Tax Return (Form AF-1) effective April 1, 2016. Minor form changes to remove adjustment line and replace it with a gain/loss line.
  • 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

    RTEF-37119

  • Added revised Distributor Gas Tax Return (Form GT-456) effective April 1, 2016. Form changes include moving of some lines from page 1 to page 2, new penalty and interest lines and the removal of adjustments.
  • 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Mississippi

                RTEF-36892 (ADM-8139, ADM-8563)

  • Updated the Terminal Operator Monthly Report (TOR) to enable the ending inventory schedule to be copied to the beginning inventory schedule.
  • Actions:
    • Filer must update taxpayer preference to enable this copy function.
    • This ticket affects the calculations on the return – please review values that are calculated differently due to this change.             

                RTEF-36896

  • Modified the eFile option description from ‘Amendment’ to ‘Amendment-Replacement’ for XML generation.
  • Changed the way the XML is generated for an amendment (effective date 9/1/2014) so that when negative transactions are added to an amended sequence, they are matched against transactions in a previous sequence to remove both from the eFile. The transactions must have identical values in all fields – matching on schedule code, product code, mode code, bill of lading date, bill of lading, carrier id code, buyer id code, seller id code, origin id, destination id and the gallons in the amended transaction being negative and matching exactly to a positive value in the previous sequence.
  • The eFile history log will identify the transactions that are removed from the eFile. If there are negative transactions that do not match a positive transaction – this will be an error in the eFile generation. The amended eFile will build the replacement eFile using transactions from all sequences and will consolidate by removing the negative and matching positive transactions.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.             

Nebraska

               RTEF-26284 (ADM-5160, ADM-7863)

  • Modified the eFile download process to provide a file name consistent with the state of Nebraska's naming convention.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.          

New Hampshire

               RTEF-36921 (ADM-87863)

  • Modified the eFile download process to provide a file name consistent with the state of New Hampshire's naming convention.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

New York

               RTEF-34929 (ADM-7890, ADM-8380)

  • We’ve successfully tested the following changes with the state of New York:
  • Added eFile generation (CSV format) for the following returns and schedules:
    • PT-100 Petroleum Business Tax Return, related forms PT-101, PT-102, PT-103, PT-104, PT-105, PT-106, and supporting schedules.
  • Actions:
    • Several volunteer filers will also test with the state.  eFile will be available for general use after testing has been completed.
    • To volunteer to test with New York, please contact the state: PBTWebFileSupport@tax.ny.gov
  • Please Note:  Development of eFile for the following returns is in-progress.
    • FT-941 Terminal Operator's Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory and supporting schedules.
    • FT-942 Diesel Motor Fuel and Motor Fuel Transporter's Monthly Report and supporting schedules.

   RTEF-37096 (ADM-8207, ADM-8246)

  • Modified the calculations on Part 3 for Terminal Operator’s Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory (FT-941) to allow it to match INT02.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

   RTEF-37432 

  • Modified validation rules for Petroleum Business Tax Return (PT-100) to follow eFile guidelines. Changes include:
    • Origin and destination validation where 'NY' is required.
    • Negative gallons are no longer allowed on original sequence.
    • Exempt Organization ID number validation.
    • Mode code validation.
    • Minor caption changes.
    • New products and product categories added.
  • 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.

North Carolina

              RTEF-36900 (ADM-7863)

  • Modified the eFile download process to provide a file name consistent with the state of North Carolina's naming convention.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

Ohio

            RTEF-37279

  • Modified the Fuel Dealers (FD) Inventory Schedule Detail - 15C of the Fuel Dealer's Tax Return to only retrieve and display beginning inventory from previous month’s greatest "filed" sequence.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

   RTEF-37396 (ADM-8463)

  • Modified the rounding of currency to whole dollars on the Petroleum Activity Tax Report - Quarterly (PACT).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Oklahoma

              RTEF-37130 (ADM-8239, ADM-8313)

  • Added header fields on return page 2 of Motor Fuel Supplier/Permissive Suppliers - Monthly Tax Calculation (DST-205).
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.     

  RTEF-37262

  • Added revised Occasional Importer Return (DST-210) effective March 1, 2016 including state disbursement schedules and additional validation.
  • 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 eFile name used in the download process.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Oregon

  RTEF-37102

  • Added new warning schedule validation rules for origins and destinations on the Motor Vehicle Fuel And Aircraft Fuel Dealer Tax Report (735-1302D) to alert users when a non-Oregon facility is entered.
  • It is recommended to contact the state to ensure the value is an accepted facility id number.
  • 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-37103

  • Added new warning schedule validation rule for origins on the Use Fuel Seller Tax Report (735-1334) to alert users when a non-Oregon facility is entered.
  • It is recommended to contact the state to ensure the value is an accepted facility id number.
  • 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-37442 (ORODOT-349)

  • Added revised Road Usage Charge Report (735-9951) effective April 1, 2016 to retrieve Schedule INT01 data for Page 1 calculations.
  • 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 may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Pennsylvania

              RTEF-37111 (ADM-8286)

  • Added revised Liquid Fuels and Fuels Tax Report (REV1096-A) effective January 1, 2016.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

               RTEF-37283 (ADM-8404)

  • Modified existing schedule transaction validation rule for INT01 ‘Physical Closing Inventory’ where inventory cannot be negative on original sequence for Liquid Fuels and Fuels Tax Report (REV1096-A).
  • Added schedule transaction validation rule for INT01 ‘Physical Closing Inventory’ where sum of inventory across all sequences cannot be negative for any given product.
  • 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.

South Carolina

              RTEF-36919 (ADM-7863)

  • Modified the eFile download process to provide a file name consistent with the state of South Carolina's naming convention.
  • The five character company identifier needs to be entered in the Sender Code field under eFiling/eFile Settings tab.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

Tennessee

  RTEF-36922 (ADM-7863)

  • Modified the eFile download process to provide a file name consistent with the state of Tennessee's naming convention.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

Texas

  RTEF-37124

  • Improved the performance of Texas Petroleum Products Delivery Fee Report (64-100) with some code changes.
  • Actions:
    • This ticket affects the performance of the return generation –generate return to see improvements and to confirm calculations.

United States

               RTEF-37273

  • Modified the eFile download process to provide a file name consistent with ExSTARS' naming convention. The four character company identifier is pulled from the Company Information Name Control and is used to populate Sender Code on eFile Settings tab.
  • Actions:
    • This ticket affects the visual display of the eFile name used in the download process.

   RTEF-37393

  • Added revised Report of Prime Wholesaler/Supplier of Oilheat (Form 782C) effective January 1, 2016.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

   RTEF-37411

  • Updated Report of Prime Wholesaler/Supplier of Oilheat (NORA-782C) to have correct due date offset of 1 month after the close of the quarter.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

   RTEF-37635 (ADM-8553)

  • Corrected Report of Prime Wholesaler/Supplier of Oilheat (NORA-782C) calculations to use appropriate products.
  • Actions:
    • This ticket affects the visual display of the return data on the Tax Sessions page.
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Virginia

               RTEF-37436 (ADM-8139, ADM-8563)

  • Updated the Terminal Operator Report (FT-457) to enable the ending inventory schedule to be copied to the beginning inventory schedule.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.
    • Filer must update taxpayer preference to enable this copy function.         

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-37192

  • Added, modified, or terminated records in the terminals and locations tables with revisions from the IRS Terminal and Refinery Control Number listings for January 31, 2016.

ZMS-24859

  • Added updated version of User Guide.            

Admin Updates

This section contains updates related to administration of the product.

ZMS-25180

  • Enabled two REST-based API calls for clients that have system-based integrations for importing data.  These include obtaining a list of import jobs, and getting the Unassigned transactions file.  For detailed information on how to work with these API’s, please contact Customer Support.
    • Applies to SAAS only.

Data Import Updates

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

ZMS-25113 (ADM-8221)

  • Added an unassigned business entities file as downloadable content from the last batch system activity for CertCapture enabled companies.

eFiling Updates

This section contains updates related to eFiling.

ZMS-25102

  • Added a method to build filename for eFile download of EDI files. The filename is based on each jurisdiction's requirements.

Maintenance Updates

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

 

ZMS-24931 (ADM-7967)

  • Added an ‘Alert Message’ type to Maintenance > Communication Messages that will display on the Home Dashboard page until the message is acknowledged.
    • Some messages need to be shown to the user upon sign-in. These would be considered an Alert type of message.
    • An unread Alert Message will display upon log-in or when loading the Dashboard (Home) page The user will need to acknowledge the message has been read in order to be able to browse to another page and to prevent it from displaying on subsequent log-ins. Note that an unread message will display when the user loads the Dashboard page (not simply when logging in). So if a user is logged in and an alert message is sent, that user would see the message when they go to the Dashboard (Home) page.

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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