Skip to main content
Avalara Help Center

5.25.0 Release Highlights

This article applies to:Avalara Excise

Avalara Returns Excise
5.25.0

Release Highlights Revision date: 6/2/16

 

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2016 Avalara, Inc. All rights reserved.

Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile, are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries.

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 is 1 new rate added after the 2016.05.1-5.25.0 Content Release.   New rates are identified with ‘(new)’.

United States

Alabama

RATE-9947

  • Added new Sales and Use City of Hurtsboro tax rate of .04 effective June 1, 2016.

California

RATE-9944

  • Corrected City of Novato tax rate to .0025 from .01 effective April 1, 2016.

Colorado

RATE-9956

  • Corrected calculation type to ‘C’ from ‘P’ effective January 1, 2016 for the following rates:
  • State CNG Tax
  • State LNG Tax
  • State LPG Tax

Illinois

RATE-9946

  • Added new DuPage Sales and Use (RTA and CWC) tax rate of .0075 effective June 1, 2016.

Indiana

RATE-9961

  • Added Gasoline Use Tax rate of .123 effective June 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’.

Louisiana

RATE-9948

  • Added new Sales and Use County tax rate of .02 for Calcasieu Executive EDD effective June 1, 2016.

RATE-9954

  • Obsoleted tax rate of -0.01 State Handling Allowance for Bulk Operators June 30, 2015.
  • Updated rate description to specify allowance is for Suppliers.  Updated to ‘Louisiana State Supplier Collection Allowance’ from ‘Louisiana State Collection Allowance’.

Massachusetts

RATE-9958

  • Added new state tax rates effective January 1, 2016:
    • Liquefied Gas                                                             .108
    • Aviation Gas                                                               .255
    • Jet Fuel                                                                      .082
  • Added new state tax rates effective April 1, 2016:
    • Liquefied Gas                                                             .160
    • Aviation Gas                                                               .229
    • Jet Fuel                                                                      .074
  • Added new state tax rates effective July 1, 2016:
    • Liquefied Gas                                                             .132
    • Aviation Gas                                                               .199
    • Jet Fuel                                                                      .060

Michigan

RATE-9952

  • Added new Prepaid Sales Tax rates effective June 1, 2016:
  • State Prepaid Sales Tax – Gasoline                 .109
  • State Prepaid Sales Tax – Diesel                     .112
  • State Prepaid Sales Tax – Biodiesel                .112

Missouri

RATE-9934

  • Added new Liquefied Natural Gasoline tax rate of .05 effective June 1, 2016.

RATE-9935

  • Added new Liquefied Natural Gasoline Allowance tax rate of -0.02 effective June 1, 2016.

RATE-9936

  • Added new State Pool Bond Fee for LNG/CNG tax rate of .0007 effective June 1, 2016.

RATE-9939

  • Added new Compressed Natural Gasoline Allowance tax rate of -0.03 effective June 1, 2016.

RATE-9940

  • Added new Compressed Natural Gasoline tax rate of .05 effective June 1, 2016.

New York

RATE-9943

  • Added new Sales and Use tax rates effective June 1, 2016:
  • Sales and Use Gasoline Region 1                    .087
  • Sales and Use Diesel Region 1                        .087
  • Sales and Use Kerosene Region 1                   .087

South Dakota

RATE-9945

  • Added new state Sales and Use tax rate of .045 effective June 1, 2016.

Vermont

RATE-9965 (new)

  • Added new state Distributor Allowance tax rate of .005 effective June 1, 2016.

Scenario Updates

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

United Kingdom

Alcohol Returns

RTEF-35978

  • Added product category Spirits (9) in scenario/schedule products for schedules INT01 thru INT05 on the new Excise Warehouse Annual Return (W1A) effective January 1, 2016.

United States

Alabama

RTEF-36833

  • Added scenario schedules/scenario ids to support new Rainbow City Statement of Gas and Fuel Sales Report effective January 1, 2015 for the following schedule:
  • INT01             25030, 25031    
  • Added the following products categories in scenario/schedule products for schedules INT01, INT02, INT03 and INT04 on the new Rainbow City Statement of Gas and Fuel Sales 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)

RTEF-37223

  • Added scenario schedules/scenario ids to support new City of Alexander City Wholesale Gasoline Distributors Monthly Report effective January 1, 2015 for the following schedule:
  • INT01 25330, 25331
  • Added the following product categories in scenario/schedule products for schedules INT01 and INT02 on the new City of Alexander City Wholesale Gasoline Distributors Monthly Report effective January 1, 2015:
  • Gasoline (1)
  • Aviation Fuel (3)
  • Ethanol Blends (10)
  • Gasoline Blendstocks (11)

California

RTEF-34932

  • Added scenario schedules/scenario ids to support new Underground Storage Tank Maintenance Fee Return (BOE-501-TK) for multiple registrations (taxpayer type USTMR) effective January 1, 2015 for the following schedule:
  • INT01             27575
  • Added the following product categories in scenario/schedule products for schedule INT01 on the new Underground Storage Tank Maintenance Fee Return (BOE-501-TK) effective January 1, 2015:
  • Gasoline (1)
  • Diesel Fuel - Undyed (2)
  • Aviation Gasoline (3)
  • Kerosene/Jet Fuel (4)
  • Diesel Fuel - Dyed (5)
  • Other Motor Vehicle Fuel (6)
  • Other Diesel (7)
  • Gasohol (8)
  • Gasoline Blendstocks (9)
  • Transmix (10)
  • Liquefied Petroleum Gas (97)
  • Compressed Natural Gas (98)
  • Liquefied Natural Gas (99)

Illinois

RTEF-20062

  • Added scenario schedules/scenario ids to support new Evergreen Park Vehicle Fuel Tax Monthly Return (Form 1) effective January 1, 2015 for the following schedule:
  • INT01             24425, 24426
  • Added the following product categories in scenario/schedule products for schedules INT01, INT02, INT03 and INT04 on the new Evergreen Park Vehicle Fuel Tax Monthly Return (Form 1) effective January 1, 2015:
  • Gasoline (1)
  • Gasohol (2)
  • LPG (7)
  • Diesel Fuel - Undyed (8)
  • Aviation (10)
  • Ethanol (11)
  • Biodiesel Blends-Undyed 11-99% (16)
  • Biodiesel Blends-Undyed 1-10% (20)
  • Biodiesel-Undyed 100% (27)

New York

RTEF-37482

  • Added product categories in scenario/schedule products for schedules INT01 and INT02 on the revised Diesel Motor Fuel and Motor Fuel Transporter’s Monthly Report (FT-942) effective July 1, 2016:
  • Heating Oil (18)
  • Mineral - Soy - Organic (19)
  • Hydrogen (20)
  • Waste Oil (21)
  • Asphalt (22)
  • Condensate (not Crude) (23)
  • Excluded Liquid (Mineral Oil) (24)

RTEF-37526

  • Added the product categories in scenario/schedule products for schedules INT01, INT02, INT03 and INT04 on the revised Terminal Operator’s Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory (FT-941) effective July 1, 2016:
  • No. 4 Fuel Oil (16)
  • Heating Oil (18)
  • Mineral - Soy - Organic (19)
  • Hydrogen (20)
  • Waste Oil (21)
  • Asphalt (22)
  • Condensate (not Crude) (23)
  • Excluded Liquid (Mineral Oil) (24)

United States

 

RTEF-37296

  • Obsoleted scenario schedules/scenario id for the Quarterly Federal Excise Tax Return (Form 720) on the following schedule effective December 31, 2015:
  • INT136                        51329
  • Obsoleted Taxable Medical Device (96) product category in scenario/schedule products on the Quarterly Federal Excise Tax Return (Form 720) effective December 31, 2015 for schedule INT136.

Wisconsin

RTEF-37418

  • Added the product category Transmix (6) in scenario/schedule products for the following schedules on the Wisconsin Combined Monthly Fuel Summary Report (MF-002) effective January 1, 2008:
  • Carrier CAR Schedule
  • PD
  • Supplier SPL Schedules
  • 1F
  • 10C
  • 10E
  • 10G
  • 10H
  • 10T
  • 7
  • 8
  • OD
  • TD
  • Terminal Operator TOR Schedules
  • TD
  • INT01

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 7 revised forms and 9 new forms.

United Kingdom

RTEF-35978

  • Added new Annual Return of Movements of UK Produced Whisky/Whiskey (W1A) 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-36194

  • Added new Return of Excise Duty for Registered Consignees or Registered Commercial Importers (HM2) 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-36195

  • Added new Return of Excise Duty for Tax Representatives (HM10) 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-36197

  • Added new Excise Entry: Private Trader (EX103) 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-36198

  • Added new Excise Entry: Incorporated Company (EX103A) 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

United States

Alabama

RTEF-36833

  • Added new Rainbow City Monthly Statement of Gas and Fuel Sales 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-36990

  • Updated Montgomery County Monthly Gasoline Tax Return (COMO) to correctly calculate valid product categories Gasoline (1) and Ethanol Blends (10) on page 2 and 3.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-37086 (ADM-8236)

  • Updated Jefferson County Monthly Motor Fuel Tax Report (COJF) for the following changes:
    • Added pdf pages for schedules INT01, INT02, INT03, INT04, INT05, INT06, INT07, and INT08 with an effective date of June 1, 2014 to allow printing of detail transactions for this return.
    • Schedule validation rules have been updated or added to support field changes / additions on schedules.
  • 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 - please verify the new look of the return.

RTEF-37223

  • Added new City of Alexander City Wholesale Gasoline Distributors Monthly 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37228 (ADM-8370)

  • Enhanced environmental (ENV) return for Receipts and Sales (I.F.#2) and Exempt Sales &Exchanges, and Customer Imports on which Inspection Fees were not collected (I.F.#3) to provide the ability to include the custom ID code when determining the unique buyer and seller entities to display.
  • To execute, select the override and check the box on the Form Manual Entry tab for prompt 'Include custom id code as part of criteria when determining unique buyers/sellers'. The value will be saved and used for subsequent month's return.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-37481 (ADM-8505)

  • On the Montgomery County Monthly Tax Return for Motor Fuels Other than Gasoline (110-134) adjusted font size to display entire date field on schedule pages.
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.

Arkansas

RTEF-37753 (ADM-8561

  • Added Excel templates customized for Arkansas schedule requirements for Distributor Dyed Diesel and Distributor Diesel First Receiver Returns to support Excise PRO users that are filing with the State of Arkansas.
  • Actions:
    • This ticket affects the Excel templates – please verify fields are populated correctly.

California

RTEF-34932 (ADM-7036)

  • Added new Underground Storage Tank Maintenance Fee Return (BOE-501-TKMR) effective January 1, 2015.  This return is designed for filers with multiple registration numbers (dest_alt_facility_number) and will create a return for each registration number assigned.
  • Note: the existing Underground Storage Tank Maintenance Fee Return (BOE-501-TK) is available for those filers with a single registration number that covers all sites.
  • 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Colorado

RTEF-37920 (ADM-8767)

  • Corrected Distributor Return (DR7050) to pull beginning physical inventory for Dyed Special Fuels from the correct field from the previous tax session’s ending physical inventory.
  • 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.

Delaware

RTEF-37608 (ADM-8569)

  • Modified Schedule 3 PDF formatting to include a sort by origin state on Licensed Motor Fuel Distributor Tax Return (MFT-1) and Licensed Special Fuel Supplier Tax Return (SF-9).
  • 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.

Florida

RTEF-38030 (ADM-8732)

  • Added Excel templates customized for Florida schedule requirements to support Excise PRO users that are filing with the State of Florida.
  • Actions:
    • This ticket affects the Excel templates – please verify fields are populated correctly.

Georgia

RTEF-37249 (ADM-8373)

  • Corrected to better handle imported data with a null value for a product code on an inventory schedule causing return generation to fail on Motor Fuel Tax Report (MFD-04).
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Illinois

RTEF-20062 (ADM-3388)

  • Added new Village of Evergreen Park Vehicle Fuel Tax Monthly Return (EVERGRNPK) 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.
    • This ticket may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Indiana

RTEF-37483 (ADM-8459)

  • Updated Indiana Consolidated Gasoline Monthly Tax Return (MF-360) to allow signatures for both authorized person id and contact id.
  • Actions:
    • This ticket affects the visual display of the return – please verify the new look of the return.

RTEF-37484 (ADM-8459)

  • Updated Consolidated Special Fuel Monthly Tax Return (SF-900) to allow signatures for both authorized person id and contact id. 
  • Actions:
    • This ticket affects the visual display of the return – please verify the new look of the return.

RTEF-37489 (ADM-8507)

  • Modified the Indiana Recap of Gasoline Use Tax by Distributors (GT-103DR), Indiana Gasoline Use Tax (GT-103) filing the first half and second half for the following changes:
    • To display Legal Name for Taxpayer Name
    • To display Trade Name for DBA
    • To display authorized person and telephone number in return footer. 
  • Actions:
    • This ticket affects the visual display of the return – please verify the new look of the return.

Kansas

RTEF-37224 (ADM-8371)

  • Added schedule validation rules to ensure TCN is being used instead of RCN on the following returns:
    • Carrier Report (MF-206)
    • Distributor Tax Return (MF-52)
    • Petroleum Product Inspection Report (MF-7)
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.

Maine

RTEF-37307 (ADM-7734)

  • Added revised Gasoline Distributor Annual Shrinkage Allowance Computation (Form GSHR) with new total fields added to Schedule A effective May 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-37308

  • Added revised Special Fuel Supplier Annual Shrinkage Allowance Computation (Form SSHR) with added totals fields for Schedule A effective May 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.

Massachusetts

RTEF-37098

  • Added revised Underground Storage Tank Monthly Delivery Fee (Form 500) effective January 1, 2016 for cosmetic changes only.
  • Actions:
    • 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.

Mississippi

RTEF-37725 (ADM-8642)

  • Added validation rules to require bill of lading on schedules 1, 2A, 2C, and 2X for Special Fuel Tax Return (74-070-04-01).
  • 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.           

New Jersey

RTEF-37193 (ADM-8009)

  • Updated the validation messages on both receipt and disbursement schedules relating to Carrier when book adjustments are used for Terminal Operator Report (OMF-11).
  • 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.

New York

RTEF-37482

  • Added revised Diesel Motor Fuel and Motor Fuel Transporter's Monthly Report (FT-942) effective July 1, 2016 with changes for the following to support CSV eFiling:
    • Validation changes relating to vessel name and vessel number.
    • Mode codes ‘J’ for truck and ‘PL’ for pipeline are allowed.
    • Additional products added to return.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.  
    • 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 may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37526

  • Added revised Terminal Operator's Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory effective July 1, 2016. Products and product category changes to support CSV eFiling.
  • Actions:
    • This ticket affects the calculations on the return - please review values that are calculated differently due to this change.  
    • 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 may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37781

  • Modified the validation rules to allow '0' or negative gallons on the schedules for the Petroleum Business Tax Return (PT-100).
  • 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-37782

  • Modified Diesel Motor Fuel and Motor Transporter’s Monthly Report (FT-942) to allow negative and ‘0’ gallons on all schedules.
  • 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-37783

  • Modified Terminal Operator’s Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory (FT-941) to allow negative and ‘0’ gallons on all schedules.
  • 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-37259

  • Added schedule transaction rules for valid products on schedules 5A & 5C, modified validation of Origin locations to require terminal code, and added validation to check for valid destination locations for Motor Fuel Bonded Importer Monthly Tax Calculation (DST-241).
  • 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-37261

  • Added schedule transaction rules for valid products on schedules 5A, modified validation of Origin locations to require terminal code, and added validation to check for valid destination locations for Motor Fuel Tankwagon Importer Monthly Tax Calculation (DST-217).
  • 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-37263

  • Modified schedule transaction rules on origin locations to check for missing terminal code for Exporters’ Monthly Report (DST-202).
  • 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-37488 (ADM-8563)

  • Updated the Terminal Operator Report (DST-201) to enable the ending inventory schedule to be copied to the beginning inventory schedule. Filer must update taxpayer preference to enable this copy function.
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

South Carolina

RTEF-37528

  • Updated the validation rules on schedule 5A checking for missing destination to trigger correctly when importing data for Motor Fuel Supplier Monthly Return (L-2119).
  • 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.

Tennessee

RTEF-37754 (ADM-8561 and ADM-8669)

  • Added Excel templates customized for Tennessee schedule requirements for Blender and Distributor Returns to support Excise PRO users that are filing with the State of Tennessee.
  • Actions:
    • This ticket affects the Excel templates – please verify fields are populated correctly.

Texas

RTEF-36704 (ADM-7977)

  • Updated the calculation on line 30 when line 29 on the amended form is less than 0 for the Texas Fuels Tax Report – Gasoline Supplier (06-168A-SPLG).
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

RTEF-37231 (ADM-8355)

  • Enhanced the determination for Line 1 Terminal Operator on the Coastal Protection Fee Report (66-100) to allow the use of Company Account values if chosen under Taxpayer Preferences.
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

RTEF-37711

  • Updated the calculation on line 30 when line 29 on the amended form is less than 0 for the Texas Fuels Tax Report – Diesel Supplier (06-168A-SPLD).
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

RTEF-37712

  • Updated the calculation on line 30 when line 29 on the amended form is less than 0 for the Texas Fuels Tax Report – Permissive Supplier Diesel (06-168A-SPLPD).
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

RTEF-37713

  • Updated the calculation on line 30 when line 29 on the amended form is less than 0 for the Texas Fuels Tax Report – Permissive Supplier Gasoline (06-168A-SPLPG).
  • Actions:
  • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

United States

RTEF-37296 (ADM-8415)

  • Added revised Quarterly Federal Excise Return (Form-720) effective January 1, 2016 with the following changes:
    • Added INT388, INT390, INT307, INT426, INT427, INT428, INT429, INT430, INT431, INT432, INT436 and INT437 to be used on return Page 6.
  • Removed product category Taxable Medical Devices (96).
  • Actions:
    • This ticket affects the visual display of the return - please verify the new look of the return.
    • This ticket affects the calculation 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.

RTEF-37316 (ADM-8431)

  • Modified validation rule on Schedule 15A to exclude mode code 'RR' on Terminal Operator Report (720-TO).
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

RTEF-38029

  • Added Excel templates customized for United States schedule requirements.
  • Actions:
    • This ticket affects the Excel templates – please verify fields are populated correctly.

West Virginia

RTEF-37176 (ADM-8343)

  • Added revised West Virginia Motor Fuel Importer Report (MFT-508) effective January 1, 2016.  Return changes are cosmetic but rates will now dynamically populate on PDF.
  • Actions:
    • 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.

Wisconsin

RTEF-37418 (ADM-8469)

  • Added product category Transmix (6) for taxpayer types CAR, SPL, and TOR on the Wisconsin Combined Monthly Fuel Summary Report (MF-002) effective January 1, 2008.
  • Actions:
    • This ticket affects the calculation on the return – please review values that are calculated differently due to this change.

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-37309

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for February 29, 2016.

RTEF-37525

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

ZMS-21905

  • Updated how the website internally identifies each unique page to be a name value instead of a number.

ZMS-23207

  • Updated all pages to compress the view state and split into smaller fields in the HTML.  Every page contains history (view state) and this can grow large and can take a long time to display in the browser.

ZMS-23906

  • Removed the ‘Columns’ selector from Exports and Scheduled Task Status tabs for the following pages:
    • Admin > System Activity > Results and Exports tabs
    • Archive > Archive Tax Session > Create Archive, Upload Archive, or Exports tabs
    • Archive > Purge Tax Session > Purge Archive and Exports tabs
    • Maintenance > Master Data Exports > Master Data Exports and Exports tabs
    • Maintenance > Master Data Imports > Master Data Imports and Imports tabs

ZMS-23964

  • Updated all website pages that have popup windows to follow a standard to enable better page-to-popup information passing. 

ZMS-24116

  • Updated database retrieval methods to improve performance of the first page loaded for any grid for systems using SQL Server 2012 databases and higher.

ZMS-24340

  • Standardized Yes/No values to True/False values on Company and Site Settings found under Maintenance > Company > Settings and Admin > Site Settings.

ZMS-24604

  • Enhanced to now support non-sticky Load Balancing of web servers, provided each web server uses the same web site identifier number, and the same machine key is used by each server.

ZMS-24627

  • Altered SqlServer ntext and image data type columns to be nvarchar(max) and varbinary(max). The ntext and image data types are being deprecated by Microsoft. The following columns were altered: ZmsAudit.log.FormattedMessage, ZmsControl.companies.zms_license_key, ZmsClient.documents.file_contents. There is no change to any functionality due to this change.

ZMS-24631

  • Replaced Glyphicon Font with FontAwesome on all base pages.  FontAwesome has more icons and built in functionality to allow for more flexibility.

ZMS-24674

  • Moved debug determination logging to write to System Activity Log instead of Audit Log when processing transactions with the Workflow Engine.

ZMS-24890

  • Updated Basic Schedule Information and Schedule Information Views to include Country Codes for Business Entities and Business Accounts

ZMS-24942

  • Added a process to the nightly cleanup that sets the status to ‘Error’ and writes a message to the log for import jobs that are still running but the associated schedule task queue record is no longer running.

ZMS-24975

  • Changed description of widget color from Yellow to Orange to accurately reflect the color on Dashboard > Widget > Widget Settings.

ZMS-24976

  • Added site skin to Message Center pop-up at Inbox icon in the upper right hand corner of page.

ZMS-24984

  • Changed column selector for all grids to close quicker so no additional changes can be made and lost.

ZMS-24992

  • Removed the option of "Select..." from dropdown for "Date Axis Categories" on Dashboard > Widget > Support Cases Statistics > Widget Settings to force a proper value be selected.      

ZMS-25010

  • Updated the following content in WalkMe:
    • New WalkMe for Transactions Validation correction link to Schedule Query Wizard.
    • Reselected beta query wizard elements for name change and renamed the walk-thrus to remove the (beta) from the name. Deleted the walk-thrus for the legacy query wizard, basic query and exploring query wizard tabs.
    • Added an informational shoutout about the query wizard that will play one time per user, right after login.

ZMS-25062 (ADM-8324)

  • Removed an unnecessary certification check in the Data Service’s current version of the BusinessEntityImport and LocationImport.

ZMS-25084

  • Made technical internal code naming and style changes for adherence to advanced code quality standards site-wide. Practically every page was impacted – although no functionality was changed.   

ZMS-25090

  • Updated the format specified for DateTime in Serialized XML that is returned to the calling process when using an API or SOAP web service call for Business Entity Imports.  The format will now specify that the DateTime is in UTC format, instead of a non-specified date format.

ZMS-25099 (ADM-8393)

  • Update calculations of end date to use EndOfDay instead of adding 86,399 seconds for On Demand Tax Sessions End Period.

ZMS-25115

  • Updated the Tax Session Workflow Dashboard Widget to navigate properly to the Schedule Transactions, Schedule Validation, View Return, and Create Amendment pages for the selected tax session.

ZMS-25143

  • Added a new Tax Filing Calendar dashboard widget. It can be added to a dashboard by selecting the "Add Widgets" button and picking "Tax Filing Calendar". The calendar can be viewed in Daily (events for the day are displayed), Weekly (events for the week are displayed), Monthly (events for the month are displayed) and Events (events are displayed in an agenda format). The calendar events can be filtered by using the Settings button on the calendar. The filter options are: Event Types, Assigned User, Status, Country and Jurisdiction.
  • The Tax Filing Calendar can be used to add, update, delete and view calendar events. The calendar events can be date based or return based. Date based calendar events can be a one-time event or be recurring (daily, weekly, monthly, yearly). Return based calendar events are recurring. They are assigned to a tax return and the details about how often they reoccur are defined when the event is inserted. This is an alternate method of inserting calendar events that are associated with a company account.
  • To add a new calendar event, press the Add New Record button. To edit an existing calendar event, double click the event. To change the day or days displayed in the calendar, press the calendar icon displayed near the top of the Tax Filing Calendar.

ZMS-25331

  • Updated "Publisher" name in the install to "Avalara Inc."

ZMS-25363

  • Updated Schedule Information and Basic Schedule Information views to add the custom id for business entities and business accounts.

ZMS-25411 (ADM-8657)

  • Increased logging to help diagnose issues when system redirects a user.

ZMS-25412 (ADM-8517)

  • Added audit logging when a user is redirected to the main Error page and when a user profile is updated.  This is intended to help Avalara when supporting clients/troubleshooting issues.  

ZMS-25423

  • Added updated version of User Guide. 

ZMS-25440

  • Removed an unneeded unique index on the transportation_modes table in Oracle only.

Admin Updates

This section contains updates related to administration of the product.

ZMS-18064 (ADM-6363)

  • Added field type validation to Company and Site Settings. Currently these inputs are a wide open string text box.  The validation will restrict the user input to that data type.

ZMS-21972

  • Corrected the filter options to work as expected on the grids on the various tabs on the Admin > System Diagnostics > Database Schema page.

ZMS-22177 (ADM-6471, ADM-8303, and ADM-8357)

  • Changed Admin > System Diagnostic > App Version & Table Counts > Export to immediately create a file instead of being a scheduled task.

ZMS-24508

  • Enhanced messages to be more descriptive for Admin > Support Cases:
    • When a case is updated will say ‘Case Updated’
    • When an attachment is over the 2MB limit, error will display ‘‘The selected file’s size is greater than the allowed maximum of 2MB’

ZMS-24516

  • Added a maintenance page for creation of Incident Products, Incident Categories and Incident Subtypes under Admin > Support Cases > Support Case Categories.

ZMS-24626 (ADM-7967)

  • Added ability to select multiple jurisdictions on Admin > Message Center.

ZMS-24633

  • Updated Admin> Scheduled Tasks > CleanUp Task to Delete Canceled OneTime Scheduled Tasks.

ZMS-24651 (ADM-7996)

  • Added user notification when password changes, user account locked, user profile changes, user page changes and password expiring.
  • All notifications are only sent if the site setting “Send user security notifications” is set to TRUE
    • The default value for this setting is FALSE
    • User Security Notifications will be turned on in the Production and UA environments
    • Self-hosted (deployed) clients have the option of turning the notifications on or leaving them off.
  • Password Expiration Notifications
    • A notification will be sent to users on the following days before their password is set to expire.
    • 14 days, 10 days, 5 days, 4 days, 3 days, 2 days, 1 day
    • Notifications will no longer be sent after a password expires
    • Notifications will be sent to the user’s email address and to the message center
    • The ZytaxSystemInitiatedCleanUpTask manages sending password expiration notifications
      • System activity is logged
  • Password Changed Notifications
    • A notification is sent when a user initiated password change occurs
      • Admin/Change Password
      • Welcome screen/User Profile/Go to Change Password link
      • Admin/User Profile/Go to Change Password link
    • Notifications will be sent to the user’s email address and to the message center
  • Failed User Authentication/User Locked Notifications
    • A notification is sent when the configured number of failed logins within the configured time frame occur
      • Production and UA – 5 failed logins within 10 minutes
    • Notifications will be sent to the user’s email address and to the message center
  • User Page Change Notifications
    • A notification is sent when the Admin/User List/User page is updated.
      • The assigned role is changed
      • Company access is added or removed
      • Jurisdiction access is added or removed
    • Notifications will be sent to the user’s email address and to the message center
  • User Profile Change Notifications
    • A notification is sent when the Admin/User Profile is changed
      • Profile tab (non-email address changes)
      • Security Questions added or removed
      • Support Case token sent
      • The notification is sent to the user’s email address and to the message center
    • A notification is sent when the Profile’s email address changes
      • The notification message includes the old and new email address
      • The notification is sent to both the old and new email address and to the message center

ZMS-24794 (ADM-8112)

  • Updated to allow angle bracket characters <> to be used in passwords.

ZMS-24820 (ADM-8153 and ADM-8194)

  • Added site setting ‘Salesforce –Excluded Case Owner IDS’ to exclude Support Cases owned by Delete queue under Admin >Site Settings.

ZMS-24919

  • Added ability to create a message with hyperlink, numbered bullets and bullets under Maintenance > Communication Messages > Add New Record and Admin > Message Center > Add New Record.
  • Added the new format options to the toolbar under ‘Message’ box on Maintenance > Communication Messages > Add New Record and Admin > Message Center > Add New Record.

ZMS-24957

  • Updated the role permission, ‘ZytaxHome’, to display as ‘Home’ on the Admin > Roles page. This permission is the last element on the page.

ZMS-24963

  • Updated Admin > Message Center to write an error message to Audit Log when a message cannot be sent because recipients for the company could not be found.

ZMS-24965

  • Corrected filtering on Admin > System Diagnostics Database Schema page.

ZMS-24977

  • Fixed ‘Table Counts’ filtering on Admin > System Diagnostic > App Version & Table Counts page.

ZMS-24981

  • Updated paging controls to prevent overlap on View Message popup under Admin > Message Center.

ZMS-25056 (ADM-8381)

  • Added ability to view emails users sent or received in Admin > Support Cases.  Added ability for user to send a response via the Excise Platform.

ZMS-25075

  • Updated Admin > Roles page to pop up an alert confirming the user wants to delete the record.
    • The user will be prompted with an alert pop-up to confirm they want to delete the record. If the user clicks Cancel, the record will not delete. If the user clicks OK, the record will be deleted.

ZMS-25126

  • Added a loading panel to the Admin > Roles page to show that the page is loading or saving a role.

ZMS-25147

  • Added a new scheduled task to create calendar events – Admin > Scheduled Tasks > ‘Automatic Calendar Event Creation Task’.
  • Created new Company Setting for the start period offset with a default of 60 days under Maintenance > Companies > Settings > System Defaults > ‘Days prior to start period to create tax filing calendar events’.

ZMS-25241

  • Corrected Incident Category field to populate with Excise Product Category on Admin > Support Cases.

eFiling Updates

This section contains updates related to eFiling.

ZMS-24989

  • Updated the eFile Viewer to display the grid's tooltips if an invalid search term is entered into the Search box in eFiling > eFile Creation > Viewer tab.

Maintenance Updates

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

ZMS-19468 (ADM-7967)

  • Updated to prevent deletion of business accounts, business entities, or locations when used in scenarios or profiles.
    • Business Account - if scenario_schedule_accounts or schedule_profile_accounts records exist, the Business Account will not be deleted
    • Business Entity - if schedule_profile_entities records exist, or if a scenario has the Seller ID set to the Business Entity, or if any of the Business Entity’s Business Accounts are in scenario_schedule_accounts or schedule_profile_accounts, the Business Entity and its Business Account's will not be deleted. If the Business Entity and its Business Accounts are not tied to any scenario or profile, and it has business_entity_location_xrefs records, those will be deleted when the Business Entity is deleted (removing orphan records).
    • Location - If scenario_schedule_locations, schedule_profile_locations, or schedule_profile_loc_xrefs records exist, the location will not be deleted. If the location is not tied to any of these records and has location_special_jurisdictions, those will be deleted when the location is deleted (removing orphan records).

ZMS-22650

  • Added a warning message if file type is not a valid image file type when uploading signature files to Maintenance >Taxpayer Preferences.

ZMS-23671

  • Increased the size of the Taxpayer Type dropdown on the Company Account pop up on Maintenance > Companies > Accounts tab.

ZMS-24021 and ZMS-25148

  • Enhanced Maintenance > Taxpayer Preference > Due Date Ind field to allow the due date to be calculated on the exact Due Date, Previous Business Day or Next Business Day.
    • D – Due Date - static (due date is the due date, keep as is)
    • P -  Previous Business Day – move due date back (if due date falls on a holiday or weekend, set due date to the first business day prior to the holiday/weekend.)
    • N -  Next Business Day - move due date forward (if due date falls on a holiday or weekend, set due date to the first business day after the holiday/weekend.)
  • The following order will be followed in determining what setting to use when calculating due date:
    • Company specific due date exists, then use it
    • Company specific taxpayer preference exists (a Company specific due date record will be created)
    • Company Zero due date exists, then use it
    • Company Zero specific taxpayer preference will be used (a Company Zero due date record will be created)

ZMS-24776

  • Updated the Cert Capture Company Settings Test/Prod Endpoint URLS under Maintenance > Companies > Settings > Settings Category = CertCapture Setting > CertCapture Endpoint URL (Prod) and CertCapture Endpoint URL (Test).

ZMS-24800 (ADM-8125)

  • Added Created By, Created Date and Updated By columns to Maintenance > Locations grid.

ZMS-24808

  • Added ‘Id Code’ and ‘Id Type’ to Maintenance > Companies > Accounts > Company Account Name and Address Details page.
  • Updated Return Engine to use these two new fields when ‘Company Identifier Ind’ field on Maintenance > Taxpayer Preferences is ‘Account’.
  • Updated eFile Engine to check company settings 'Enable Support for Company Account Name and Details' set to Y and ‘Company Identifier Ind’ field on Maintenance > Taxpayer Preferences to determine if company account details should be used in place of company information.
    • Note that if multiple sessions are generated in an eFile, all of the taxpayer preferences must have the same identifier indicator and if they are ‘Account’, all company account details should match.
  • Updated efile_controls to add setting_config_id and setting_config_description columns. The setting_config_id is part of the primary key. Updated code to continue to use company id and efile version id as the key.

ZMS-24915

  • Updated the Cert Capture Company Settings to be View only for a front end user under Maintenance > Companies > Settings > Settings Category = CertCapture Setting.

ZMS-25022

  • Updated the description of the Common Code ALT_LOCAL_JURISDICT from Zytax to Avalara on Maintenance > Common Codes page.

ZMS-25031

  • Fixed the Maintenance > Workflows > Definitions page to Hide/Unhide the Add New button on the Tasks grid when the workflow definition is enabled/disabled. The button is hidden when the workflow is enabled and unhidden when the workflow is disabled.

ZMS-25071

  • Removed the Filter button from the Business Entity Alternates tab on the Maintenance > Business Entity popup.

ZMS-25075

  • Updated Maintenance > Locations page to pop up an alert confirming the user wants to delete the record.
    • The user will be prompted with an alert pop-up to confirm they want to delete the record. If the user clicks Cancel, the record will not delete. If the user clicks OK, the record will be deleted.

ZMS-25101 (ADM-8398)

  • Enabled the entry of obsolete date for overridden schedule validation rules under Maintenance > Schedule Validation Rules.

ZMS-25111

  • Updated Maintenance > Due Dates to limit jurisdiction/taxpayer types displayed based on the Company’s license.  Entry of a new record will also be limited to valid jurisdiction/taxpayer types based on Company’s license.

ZMS-25141

  • Added Roles and Authorization elements used by Tax Filing Calendar:
    • To support editing of the Assigned User Field for a Calendar Event the authorization element ‘Calendar Events Assigned User’ will be created.  Authorization of None, View and Edit are supported.
    • To support viewing and editing of supporting documents attached to a calendar event the authorization element ‘Calendar Events Supporting Documents’ will be created.  Authorization of View and Edit are supported
    • To support the Tax Filing Calendar screen, the authorization element ‘Tax Filing Calendar’ will be created.  Authorization of View and Edit are supported.

ZMS-25142

  • Added Tax Filing > Calendar Events page.
    • The Calendar Event grid will provide a sortable and filterable view of the calendar events associated with a company.  The grid will display fields associated with the calendar event and fields associated with tax sessions that are associated with the calendar event.
    • Selecting a row on the Calendar Event grid will display a context menu with the following options:
      • Edit/View Calendar Event - Delete
      • Create Tax Session – if it is associated with a tax return
    • The following grid based functions will be available to operate on the filtered list of events:
      • Delete Events – deletes the selected events

ZMS-25145, ZMS-25139, ZMS-25140 and ZMS-24635

  • Added Calendar Events tab to the Maintenance > Companies > Company Account page. This allows entry of recurring calendar events that are added periodically to the Tax Filing Calendar. To add or edit Company Account Calendar Events, your role must have Edit access to the Tax Filing Calendar authorization element. To assign the calendar event to a user your role, user must have Edit access to the Calendar Event Assigned User authorization element.

ZMS-25146

  • Added new function to automatically create tax sessions. To enable automatic tax session creation the Taxpayer Preference for the return must be updated. A new value ‘Auto Session Ind’ has been added to indicate whether a tax session should be automatically created on Maintenance > Taxpayer Preferences.
    • Possible values are None, Start Period, and End Period
    • If the taxpayer preference has a value of None it will not have a tax session automatically created.
    • If the taxpayer preference has a value of Start Period then a tax session will be created on the session's start period date.
    • If the taxpayer preference has a value of End Period then a tax session will be created on the session's end period date.

ZMS-25439 (ADM-8725 and ADM-8754)

  • Updated Maintenance > Master Data Import to allow a company with only Returns Excise license to export a file that contains schedule profile records and import into a company that is licensed for AvaTax Excise and Returns Excise.

Reporting Updates

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

ZMS-25361

  • Renamed Schedule Query Wizard to Schedule Query Wizard (Legacy) and Schedule Query Wizard (Beta) to Schedule Query Wizard.

ZMS-17861 (ADM-3976)

  • Integrated Tax Filing > Transaction Validation with the new Schedule Query Wizard and Mass Change to allow user to correct a tax session with multiple validation errors in an easy manner.
    • Added dropdowns for Company and Tax Session on the top of the page to allow a user to change company and/or tax session on Tax Filing > Transactions Validation page.
    • The ‘Error Breakdown’ tab displays the Schedule Validation Rule and how many transactions broke that rule.  As you slide the bar at the bottom, it controls how many different errors display.  Clicking on the ‘Toggle View’ below ‘Error Breakdown’ tab, displays another view of the errors in a graph format.  As you slide the bar at the bottom, it controls how many different errors display. 
    • The ‘Tax Session Summary’ tab displays a ‘Transaction Count’ – how many transactions failed and how many transactions passed; and a ‘Transactions per Schedule’ – how many transactions are for each schedule.  As you slide the bar at the bottom, it controls how many different schedule counts display. 
    • Below the ‘Results’ tab, is the ability to filter by Schedule Transaction Rule.  One rule can be selected, or multiple rules.
    • Ability to filter on each column. 
    • Next to column titles, there is a down arrow.   When the down arrow is clicked, user will have the option to sort that column in ascending or descending order, or add/remove columns from the grid.
    • Added ability to Mass Change from dropdown in lower left corner.
    • Added a link ‘Open in Query Wizard’.  When link is selected, all of selected criteria will automatically carry over to create query in Schedule Query Wizard. 

ZMS-24781

  • Corrected the Previous Session button to pull based on current tax session instead of current year.  This is found under Reporting > Schedule Query Wizard > Advanced > Sessions > Session Filing > Filing Period. 
  • Corrected the Previous Session button to pull based on current tax session instead of current year on Legacy Schedule Query Wizard.  This is found under Reporting > Schedule Query Wizard Legacy> Advanced Query Definition > Sessions > Companies/Filing Period > Filing Period. 

ZMS-24921 (ADM-8287)

  • Updated Reporting > Schedule Query Wizard to allow all users to see ‘Company Zero’ public queries.   This will allow States to share their queries.

ZMS-24953

  • Added a check to make sure that a tax session is selected when trying to export under Reporting > Schedule Query Wizard.
  • Added additional error messages if a tax session is not selected under Reporting > Schedule Query Wizard.

ZMS-24954

  • Enhanced Reporting > Schedule Query Wizard Negate feature to check that a field is selected and if not, display a warning.
  • Updated the System Activity Viewer to show a list of the fields being negated.

ZMS-24970

  • Added a more detailed description on System Activity page when an export is performed on Reporting > Schedule Query Wizard.

ZMS-24985

  • Removed prompt to save query when no changes have been made for Reporting > Schedule Query Wizard.

ZMS-24986

  • Updated the BOL Date column description to ‘Bill of Lading Date’ on Reporting > Schedule Query Wizard grid.

ZMS-24987

  • Adjusted the Reporting > Schedule Query Wizard field types for the following fields to compare values as numbers instead of strings: Report Line, Buyer Id, Company Id, Carrier Id, Consigner Id, Destination Id, Diversion Destination Id, Exchange Position Id, Header Id, Header Sequence, Position Holder Id,
    Scenario Id, Seller Id, and Transmit Batch Id.

ZMS-24994

  • Corrected to use company specific field descriptions in Reporting > Schedule Query Wizard.

ZMS-24997

  • Corrected Reporting > Schedule Query Wizard > Basic Query >Tax Session search icon to appear inside the text box.

ZMS-25030

  • Updated Reporting > Schedule Query Wizard > Scheduled Task to show what tax session will be updated when doing a ‘Copy’.

ZMS-25050

  • Updated Reporting > Schedule Query Wizard:
    • Added three disabled by default filters for Schedule Code, Product Code and Jurisdictions when a new Query is created.
    • Added the ability to enable or disable filters.
    • Added code descriptions after codes in the dropdown for schedules, products, and transportation modes.
    • Added description for buyer id, seller id, carrier id, etc.

ZMS-25105

  • Updated Reporting > Schedule Query Wizard to apply the sorts when exporting as import csv.  

ZMS-25341 (ADM-8789)

  • Updated the alert messages on Reporting > Schedule Query Wizard to display as wide as the message instead of at 100%. This will allow the user to see the ‘X’ and close the alert message.

ZMS-25344

  • Corrected ability to mass change consignor under Reporting > Schedule Query Wizard > Mass Change.

ZMS-25351

  • Disabled the value field when the operator is 'Is Null' or 'Is Not Null' because a value is not needed in Reporting > Schedule Query Wizard.

Schedule Transaction Import Updates

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

NOTE: With the 5.25 release there was a change to the data services which required all custom mappers, custom profiles and custom processors to be recompiled with a 5.25 version.  If you use any custom profiles, mappers or processors then you will need to get the new dlls from the support site and place the new dlls over the top of the one(s) you are currently using.  You will also need to install the 5.25 version of the Schedule Transaction Importer.  Everything can be found within the support site ( https://excisesupport.avalara.net/ )

ZMS-24943 (ADM-8318)

  • Updated the Schedule Transactions Delete Task to wait to delete transactions by load id until all import jobs have finished.

ZMS-25002 (ADM-8335)

  • Updated the Schedule Transaction Import for unassigned transactions.
    • This only applies if you are configured to receive a CSV file attachment to an email of the unassigned transactions (company setting "Enable transmission of unassigned Source System IDs" is set to True) when doing schedule transaction imports.
    • Added four new columns to the CSV file of unassigned transactions that is sent via email - Tax Session Jurisdiction, Tax Session Taxpayer Type, Schedule Code, and Tax Session Terminal.

ZMS-25014

  • Updated the Schedule Transaction Import Last Batch Processing to ensure the task is not left running if an error occurs.

Tax Filing Updates

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

ZMS-24387 (ADM-7753)

  • Added ‘Error Level’ column to transaction validation export under Tax Filing > Tax Sessions.

ZMS-24962

  • Updated the message on the Tax Session Workflow Widget > File Tax Session page when an invalid date is entered in the Filed Date calendar.  The message is now ‘Filed Date is required, must be a valid date, and must be on or after the Tax Session’s End Date.’

ZMS-24979

  • Fixed the schedule transaction product selector not filtering correctly when more than one product selector is displayed.

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.

 


Avalara Returns Excise 5.25.1

Release Highlights

Revision date: 6/10/16

Product release: June 9, 2016

 

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2015 Avalara, Inc. All rights reserved.

Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile,are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries.

All other trademarks are property of their respective owners.

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 2 revised forms and 0 new forms.

United States

Alabama

RTEF-37802 (ADM-8704)

  • Modified Montgomery County, Alabama Monthly Gasoline Tax Return (101-113) to add a new Schedule INT07, with a printable PDF, for Line 9 gallons exported out of county and to add Line 13 Loss into the total on Line 15a.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-37856 (ADM-8705)

  • Updated Monthly Motor Fuels Tax Report for Jefferson County as follows:
  • Added total taxable deliveries, or line 43, to the disbursement portion of the gain and loss calculations.
  • Added the 'gain' amount to Line 5 calculation.
  • Added the 'loss' amount and the closing inventory amount to Line 52 calculation.
  • Changed the product_category on the local_tax_rate definition to get the correct gasoline tax rate.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Illinois

RTEF-37954 (ADM-8804 and ADM-8825)

  • Added revised Cook County Diesel Tax Return (DRET0700) for changes to deductions and related schedules effective July 1, 2016.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37980 (ADM-8825)

  • Added revised Cook County Gasoline Tax Return (GRET0700) for changes to deductions and related schedules effective July 1, 2016.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Massachusetts

RTEF-37947 (ADM-8772)

  • Updated validation rules to allow products Aviation Gasoline (125) and Ethanol (241) on Gasoline Tax Return (Form GT-456).
  • Added Ethanol (241) to products table.
  • Actions:
    • This update 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.

Pennsylvania

RTEF-37930 (ADM-8776)

  • Added modes codes Gas Station (GS) and Summary (CE) for Pennsylvania returns.
  • Actions:
    • This update affects the number of options for mode codes – please review values for mode codes.

Support

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.


Avalara Returns Excise 5.25.10

Release Highlights

Revision date: 7/5/16

Product release: July 5, 2016

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2016 Avalara, Inc. All rights reserved.

Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile, are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries.

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 3 new rates added after the 2016.06.1-5.25.10 Content Release.   New rates are identified with ‘*’.

Canada

RATE-10004

  • Updated the Harmonized Sales Tax rate to .15 effective July 1, 2016 for:
    • New Brunswick
    • Newfoundland
  • Updated the Harmonized Sales Tax rate to .15 for Prince Edward Island effective October 1, 2016.

United States

Arizona

RATE-9973

  • Added new City of Kingman Sales and Use tax rate of .025 effective July 1, 2016.

*RATE-10065

  • Added new City of Gila Bend Sales and Use tax rate of .035 effective July 1, 2016.

Arkansas

RATE-9977

  • Added new Sales and Use tax rates effective July 1, 2016:
  • City of Danville                       .01
  • City of Ozark                          .02
  • City of Big Flat                       .01
  • City of Oak Grove Heights      .01
  • City of Rudy                           .005
  • Drew County                           .0225
  • Marion County                        .0125   

California

RATE-9969

  • Added new tax rates effective July 1, 2016:
    • Gasoline                                                         .278
    • Diesel                                                            .16
    • Prepayment Fuel Tax - Diesel                          .17
    • Prepayment Fuel Tax – Aircraft Jet Fuel           .07

RATE-9986

  • Updated unit of measure for State Tax rate for CNG and LNG from ‘GLL Gallon’ to:
    • CNG - ‘GGE Gasoline Gallon Equivalent’
    • LNG - ‘DGE Diesel Gallon Equivalent’ 

Colorado

RATE-10007

  • Added new Sales and Use tax rates effective July 1, 2016:
    • City of Eagle                                                  .045
    • City of Empire                                                            .05
    • City of Monument Baptist Road RTA               0
    • City of Woodland Park                                    .0409
    • Eagle Co Bachelors Gulch MD                        .05

Connecticut

RATE-10002

  • Added new Petroleum Products Gross Earnings Tax Schedule B tax rate of 3.264 effective June 1, 2013.

RATE-10026

  • Added new State Diesel tax rate of .417 effective July 1, 2016.

Georgia

RATE-9967

  • Added State Government Allowance On Prepaid Use Tax rate of -0.005 effective October 1, 1995.

RATE-9983

  • Added new local prepaid sales and use tax rates effective July 1, 2016 for 160 counties for product types of Gasoline, Diesel, and Special Fuels.

RATE-10006

  • Added new sales and use tax rate of .03 for Randolph County effective July 1, 2016.

*RATE-10062

  • Corrected local prepaid sales and use tax rates effective July 1, 2016 for 160 counties for product type of Gasoline.

Hawaii

*RATE-10067

  • Added new Maui County rates effective July 1, 2016:
    • Maui Combined State and County CNG Tax                 .154
  • Maui Combined State and County LNG Tax                  .154
  • Maui Combined State and County Diesel Tax               .39
  • Maui Combined State and County Gasoline Tax           .39
  • Maui Combined State and County LPG Tax                  .167
  • Maui Combined State and County Ethanol Tax             .139
  • Maui Combined State and County Methanol Tax           .134
  • Maui Combined State and County Biodiesel Tax           .04

Illinois

RATE-9962

  • Added new Tobacco tax rates effective January 1, 2016
    • City of Chicago Per Product Unit Vapor Excise                                    .8
    • City Per Product Unit Vapor Excise Tax                                   .8
    • City of Chicago Per Milliliter Vapor Excise Tax                         .55
    • City Per Milliliter Vapor Excise Tax                                           .55

RATE-9970

  • Added new City of Niles tax rate of .04 effective July 1, 2016.

RATE-9981

  • Added the following sales and use tax rates effective July 1, 2016:
  • Alsip IL City Sales/Use Tax                                                      .01
  • Beecher IL City Sales/Use Tax                                                 .01
  • East Dundee IL City Sales/Use Tax                                          .02
  • East Dundee IL Christina Drive B.D.                                         .01
  • Elmhurst IL City Sales/Use Tax                                                .0075
  • Glendale Heights IL City Sales/Use Tax                                    .0125
  • Lake In The Hills IL City Sales/Use Tax                         .01
  • Peoria IL City Sales/Use Tax                                                    .0175
  • Riverwoods IL City Sales/Use Tax                                            .01
  • Woodridge IL City Sales/Use Tax                                             .0075               
  • Brown Co. IL Sales/Use Tax                                                    .0125
  • Hardin Co. IL Sales/Use Tax                                                    .02
  • Johnson Co. IL Sales/Use Tax                                                 .015
  • Monroe Co. IL Flood Prevention                                              .0125
  • East Dundee IL Dundee Gateway B.D.                                     .0225
  • East Dundee IL Rte 72 Rte 25 B.D.                                          .0225
  • Bond Co. IL Sales/Use Tax                                                      .01
  • Edwards CO. IL Sales/Use Tax                                                .01
  • Macoupin CO. IL Sales/Use Tax                                               .01
  • Altamont Business District IL Sales/Use Tax                             .01
  • Carlyle IL City Sales/Use Tax                                                   .005
  • Chenoa IL City Sales/Use Tax                                                  .01
  • Dwight IL City Sales/Use Tax                                                   .01
  • Farmer City Business District 1 BD                                          .01       
  • Johnsburg IL City Sales/Use Tax                                             .005
  • Loves Park Forest Hill BD IL City Sales/Use Tax                       .01
  • Monroe Center IL City Sales/Use Tax                                       .01
  • Mount Carroll Downtown South BD IL City Sales/Use Tax         .01
  • Roselle Irving Park Road BD IL City Sales/Use Tax                   .005
  • Shelbyville W Main St BD IL City Sales/Use Tax                       .01
  • Shiloh Green Mount BD IL City Sales/Use Tax                          .01
  • Waterman IL City Sales/Use Tax                                              .01
  • West Dundee Downtown BD IL City Sales/Use Tax                   .01
  • Wood River Riverbend BD 1 IL City Sales/Use Tax                   .01

Indiana

RATE-10051

  • Added Gasoline Use Tax rate of .141 effective July 1, 2016.

Iowa

RATE-10025

  • Added new State Excise Tax rates effective July 1, 2016:
    • Gasoline                                             .307
    • E85                                                    .29
    • Gasohol                                             .29
    • Alcohol                                              .29

Kansas

RATE-9962

  • Added new Vapor Excise Tax rate of .2 effective July 1, 2016.

RATE-9976

  • Added new Sales and Use Tax rates effective July 1, 2016:
  • Ottawa Center CID                                          .005
  • Dodge City Heritage Star CID                          .0015
  • El Dorado Days Inn Hotel CID                         .02
  • Great Bend Holiday Inn Exp CID                      .02
  • Kansas Ct Legends Apt CID Star                     .006
  • Kansas Cy Legends Apt CID and VgTD           .012                 
  • Kansas City Legends CID and TD                    .012     
  • Westwood Woodside CID                               .011

Louisiana

RATE-10010

  • Added new Sales and Use Tax rates effective July 1, 2016:
  • City of Thibodaux                                           .025
  • City of Ruston                                                            .025
  • Added new Sales and Use Tax rate of .0599 for Ouachita Parish LA West County effective January 1, 2007.

RATE-10038

  • Re-activated tax rate of -0.01 State Handling Allowance for Bulk Operators that was obsoleted with RATE-9954 in release 5.25.0.

RATE-10048

  • Added new State Oil Spill Contingency Fee rate of .0025 effective January 1, 2016.
  • Added new State Oil Spill Contingency Vendor Compensation rate of .015 effective July 1, 2016.

Maine

RATE-9962

  • Added new Tobacco tax rates effective January 1, 2016
    • State Cigars Tax                                             .2
    • State Cigarettes Tax                                       2
    • State Smokeless Tobacco Tax                                   2.02

Maryland

RATE-9982

  • Added new sales and use tax equivalent rate of .088 effective July 1, 2016 for the following products:
    • Biodiesel Undyed      
    • Biodiesel Dyed                      
    • Heating Oil                
    • CNG                          
    • Gasoline                    
    • Asphalt                     
    • Hydraulic Oil              
    • Lubricating Oil           
    • Ethanol                     
    • Kerosene Undyed      
    • Kerosene Dyed                      
    • Diesel Fuel Undyed    
    • Diesel Fuel Dyed
  • Added new State Tax rates effective July 1, 2016:
  • State Gasoline Tax                                          .247
  • State Ethanol/Alcohol Tax                               .247
  • State Diesel Tax                                             .2545

Michigan

RATE-10001

  • Added new Prepaid Sales Tax rates effective July 1, 2016:
    • State Prepaid Sales Tax – Gasoline                 .122
    • State Prepaid Sales Tax – Diesel                     .122
    • State Prepaid Sales Tax – Biodiesel                .122

RATE-10003

  • Added new Cigarette and Tobacco Tax rates effective January 1, 2016:
  • State Cigarettes                                              .10
  • State Other Tobacco Products                        .32       
  • State Cigars                                                   .50
  • State Cigarette Discount                                  -.015
  • State OTP Discount                                         -.01

Missouri

RATE-10024

  • Added new City Sales and Use tax rates effective July 1, 2016:
    • Houston                                                         .015
    • Farmington Mineral CID                                   .01
    • O’Fallon Retail Walk CID                                 .01
    • Maryland Hg Old Dorsett Rd CID                     .01
    • Maryland Hg Old Dorsett Rd TDD                    .01
    • Kansas City Red Bridges SC                           .005
    • Belton TCRH CID                                            .01
    • Maryland HGT Westport PLZ1 CID                   .01
    • Maryland HGT Westport PLZ TDD                   .01
    • Harrisonville Brookhart TDD                            .01

Nebraska

RATE-10053

  • Added State Excise Tax rates effective July 1, 2016:
  • Propane                                                         .258
  • CNG                                                               .258
  • Gasoline                                                         .258
  • Ethanol                                                          .258
  • Diesel                                                            .258
  • B100                                                              .258
  • Biodiesel Undyed                                           .258
  • Dyed Diesel                                                   .258
  • Kerosene                                                        .258

New Hampshire

RATE-9962

  • Added new Tobacco tax rates effective January 1, 2016
    • State Cigars Tax                                             .6503
    • State Cigarettes Tax                                       1.78
    • State Smokeless Tobacco Tax                                   .6503

New Mexico

RATE-10005

  • Added new Sales and Use tax rates effective July 1, 2016:
  • City of Albuquerque                                        .01063
  • City of Vaughn                                               .01563
  • City of Eunice                                                 .01813
  • City of Columbus                                            .01063
  • Luna County                                                   .01625

Nevada

RATE-9972

  • Added new Elko County Sales and Use tax rate of .071 effective July 1, 2016.

   RATE-10046

  • Added new Clark County net indexed PPI and indexed PPI taxes effective July 1, 2016:
    • Gasoline Net Indexed PPI                               .0982289
    • Gasoline Indexed PPI                                     .1002336
    • Diesel Net Indexed PPI                                  .0981254
    • Diesel Indexed PPI                                        .1001280
    • CNG Net Indexed PPI                                      .0739470
    • CNG Indexed PPI                                            .0754560
    • LPG Net Indexed PPI                                      .0758285
    • LPG Indexed PPI                                            .0773760
    • A55 Net Indexed PPI                                       .0357504
    • A55 Indexed PPI                                             .0364800
  • Added new Washoe County net indexed PPI and indexed PPI taxes effective July 1, 2016:
    • Gasoline Net Indexed PPI                               .2804292
    • Gasoline Indexed PPI                                     .2861522
    • Diesel Net Indexed PPI                                  .2665312
    • Diesel Indexed PPI                                        .2719706
    • CNG Net Indexed PPI                                      .2008566
    • CNG Indexed PPI                                            .2049557
    • LPG Net Indexed PPI                                      .2059677
    • LPG Indexed PPI                                            .2101711
    • A55 Net Indexed PPI                                       .0971064
    • A55 Indexed PPI                                             .0990880

North Carolina

RATE-10037

  • Added new State Road Tax rate of .34 effective July 1, 2016.

North Dakota

RATE-9980

  • Added new City of Page Sales and Use tax rate of .02 effective July 1, 2016.

Ohio

RATE-9978

  • Added new Richland County Sales and Use tax rate of .0125 effective July 1, 2016.

RATE-9985

  • Added Petroleum Activity Tax rates effective July 1, 2016:
    • Gasoline                                             .006838
    • Diesel                                                .007131
    • High Sulfur Diesel – Dyed                   .007131
    • Low Sulfur Diesel - Dyed                     .007131
    • Kerosene                                            .007131
    • Propane                                             .003094
  • Added new spot rates for Petroleum Activity Tax effective July 1, 2016:
    • Gasoline                                            1.052    
    • Diesel                                               1.097
    • Propane                                             .476

Oklahoma

RATE-9975

  • Added new Sales and Use tax rates effective July 1, 2016:
    • City of Atoka                                      .04
    • City of Chickasha                               .0375
    • City of Glenpool                                 .0455
    • City of Guthrie                                                .0375
    • City of Skiatook                                 .035
    • City of Stigler                                     .035
    • Grady County                                     .0075
    • Hughes County                                   .01
    • Major County                                      .01
    • Pottawatomie County                          .01495
    • Woodward County                              .009

RATE-10052

  • Corrected the rate description for LNG to ‘Oklahoma State Tax – LNG’ from ‘Oklahoma State Tax – CNG’.

Pennsylvania

RATE-9971

  • Added new Oil Franchise rates effective January 1, 2016:
    • Oil Franchise Subject to Discount – CNG                     .12
    • Oil Franchise Subject to Discount – LNG                      .08
    • Oil Franchise Subject to Discount – Propane/LPG        .089
    • Oil Franchise Subject to Discount – E85                      .086
    • Oil Franchise Subject to Discount – Electricity              .0036
    • Oil Franchise Not Subject to Discount – LNG               .254

Rhode Island

RATE-9962

  • Added new Tobacco tax rates effective January 1, 2016
    • State Cigars Tax                                             .8
    • State Cigarettes Tax                                       3.75
    • State Smokeless Tobacco Tax                                   .8

South Dakota

RATE-10008

  • Added new City of Ramona Sales and Use tax rate of .02 effective July 1, 2016.

Texas

RATE-10009

  • Updated the following effective dates to reflect actual rate effective date.  When RATE-9920 was processed in 5.24.20, the effective date was made May 1, 2016 on all the rates.
  • City of Claude                        10/1/2013
  • City of Fate                            4/1/2013
  • City of Freer                           4/1/2013
  • City of Ivanhoe                       4/1/2013
  • City of Krum                           10/1/2013
  • City of Lakeside                     10/1/2013
  • City of Lavon                          10/1/2013
  • City of Lyford                                     4/1/2013
  • City of Nevada                       4/1/2013
  • City of Odem                          10/1/2013
  • City of Olton                           10/1/2013
  • City of Petersburg                  10/1/2013
  • City of Presidio                      10/1/2013
  • City of Riesel                          10/1/2013
  • City of Rising Star                  10/1/2013
  • City of Sachse                                    10/1/2013
  • City of San Antonio                4/1/2013
  • City of Stockdale                    10/1/2013
  • City of Trophy Club                 10/1/2013
  • City of Wheeler                       10/1/2013

United States

RATE-10023

  • Added the word ‘Federal’ to the PERC rate description.  Updated to ‘Federal Propane Education and Research Council (PERC) Fee’ from ‘Propane Education and Research Council (PERC) Fee’.

Utah

RATE-9968

  • Added new State CNG/LNG tax rate of .125 effective July 1, 2016.

RATE-9979

  • Added new Sales and Use tax rates effective July 1, 2016:
    • City of Provo                                                  .0035
    • City of Naples                                                .002
    • Sanpete County                                              .015
    • Tooele County                                                .015

Vermont

RATE-9962

  • Added new Tobacco tax rates effective January 1, 2016.
    • State Cigars Tax                                             .92
    • State Cigarettes Tax                                       3.08
    • State Smokeless Tobacco Tax                                   .92

RATE-9965

  • Added new state Distributor Allowance tax rate of .005 effective June 1, 2016.

RATE-10027

  • Expired the Petroleum Distributor Licensing Fee effective March 31, 2016.

Washington

RATE-9984

  • Added new State tax rates effective July 1, 2016:
    • Gasoline                                                         .494
    • Diesel                                                            .494

West Virginia

RATE-9974

  • Added new Sales and Use tax rate of .01 to the following cities effective July 1, 2016:
    • Beckley
    • Bridgeport
    • Clarksburg
    • Dunbar
    • Fairmont
    • Grafton
    • Harpers Ferry
    • Pennsboro
    • Romney
    • South Charleston
    • Weirton
  • Added new Sales and Use tax rate of .005 to city of Moorefield effective July 1, 2016.

 

Scenario Updates

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

United States

Alabama

RTEF-37390

  • Added scenario schedules/scenario ids to support revised City of Montgomery Gasoline, Kerosene, Diesel and Motor Fuel Report effective June 1, 2016 for the new receipt schedule:
    • INT02             25352, 25353, 25354, 25355      
  • Added the following products categories in scenario/schedule products for new schedule INT02 on the revised City of Montgomery Gasoline, Kerosene, Diesel and Motor Fuel Report effective June 1, 2016:
    • Motor Vehicle Fuels (1)
    • Aviation Gasoline (3)
    • Jet Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Diesel Fuel – Dyed (6)
    • Kerosene – Undyed (7)
    • Ethanol Blends (10)

  RTEF-37446

  • Modified scenario/schedule products to include the following missing product categories from the Supplier/Permissive Supplier Monthly Return (MFT-SR) for schedule 2 effective October 1, 2012:
    • Diesel Fuel – Dyed (6)
    • Kerosene – Dyed (12)
    • Biodiesel Dyed (20)
  • Modified scenario/schedule products to include the following missing product categories from the Supplier/Permissive Supplier Monthly Return (MFT-SR) for schedule 2B effective October 1, 2012:
    • Gasoline (1)
    • Aviation Fuel (3)
    • Jet Turbine Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Diesel Fuel – Dyed (6)
    • Kerosene – Undyed (7)
    • Ethanol Blends (10)
    • Kerosene – Dyed (12)
    • Methanol (15)
    • Soy / Organic (16)
    • Biodiesel Undyed (19)
    • Biodiesel Dyed (20)
  • Modified scenario/schedule products to remove invalid product category Ethanol 100% (13) from the Supplier/Permissive Supplier Monthly Return (MFT-SR) for the following schedules effective October 1, 2012:
    • 2
    • 2B
    • 5A
    • 5Q
    • 7A
    • 8
    • 9C
    • 9E
    • 10A
    • 11A
    • 11B
  • Added scenario schedules/scenarios ids to support new schedule INT07 to the Montgomery County  Monthly Gasoline Tax Return (101-113) effective January 1, 1990:
    • INT07                25461, 25462
  • Added the following products categories in scenario/schedule products for new schedule INT07 on the Montgomery County  Monthly Gasoline Tax Return (101-113) effective January 1, 1990:
    • Gasoline (1)
    • Ethanol Blends (10)

 Illinois

  RTEF-35925

  • Added scenario schedules/scenario ids to support new Burbank Vehicle Fuel Tax Monthly Return (Form 1) effective January 1, 2015 for the following schedules:
    • INT01             24480, 24481
    • INT02             24482
    • INT03             24483
  • Added the following product categories in scenario/schedule products for new schedules INT01, INT02, INT03 and INT04 on the new Burbank Vehicle Fuel Tax Monthly Return (Form 1) effective January 1, 2015:
    • Diesel Fuel - Undyed (8)
    • Biodiesel Blends-Undyed 11-99% (16)
    • Biodiesel Blends-Undyed 1-10% (20)
    • Biodiesel-Undyed 100% (27)

RTEF-37954

  • Obsoleted scenario ids for the Cook County Diesel Fuel Tax Return on the following schedules effective June 30, 2016:
    • INT07             24222, 24223, 24224, 24225, 24226
    • INT08             24208, 24227, 24228, 24229, 24230
  • Obsoleted the following product categories in schedule products on the Cook County Diesel Fuel Tax Return effective June 30, 2016 for scheduled INT07 and INT08:
    • Special Fuel (3)
    • Diesel Fuel - Dyed (4)
    • Diesel Fuel - Undyed (8)
    • Kerosene - Undyed (9)
    • Heating Oil (13)

Massachusetts

RTEF-37947

  • Modified scenario/schedule products to include missing product categories  Aviation Gasoline (6) and Ethanol (9) from the Gasoline Tax Return (GT-456) for the following schedules effective August 1, 2012:
    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7
    • 8
    • 9
    • 10
    • 11
    • INT01
    • INT03
  • Modified scenario/schedule products to include missing product categories Aviation Gasoline (6) and Ethanol (9) from the Gasoline Tax Return (GT-456) for the schedule 12 effective April 1, 2016.

South Carolina

 RTEF-37512

  • Modified scenario/schedule products to include the following missing product categories from the Motor Fuel Suppliers Monthly User Fee and Fee Calculation (L-2119) for schedule 7A effective January 1, 2008:
    • Blend Components (6)
    • Kerosene - Undyed (8)
  • Modified scenario/schedule products to include missing product category Kerosene - Dyed (14) from the Motor Fuel Suppliers Monthly User Fee and Fee Calculation (L-2119) for schedule 7A effective June 1, 2012.
  • Modified scenario/schedule products to include the following missing product categories from the Motor Fuel Suppliers Monthly User Fee and Fee Calculation (L-2119) f for schedule 7B effective January 1, 2008:
    • Gasoline (1)
    • Low Sulfur Diesel - Undyed (2)
    • Aviation Gasoline (3)
    • Jet Fuel (4)
  • Modified scenario/schedule products to include the following missing product categories from the Motor Fuel Suppliers Monthly User Fee and Fee Calculation (L-2119) f for schedule 7B effective June 1, 2012:
    • Ethanol Blends (11)
    • Biodiesel Blends – Undyed (12)
    • Other (15)
    • Biodiesel 100% - Undyed (16)
  • Modified scenario/schedule products to include missing product category Other (15) from the Motor Fuel Suppliers Monthly User Fee and Fee Calculation (L-2119) for schedule 6F and 10B effective January 1, 2008.

Virginia

RTEF-37512

  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedules 2A, 2C, 11B and 15C effective January 1, 2012:
    • Blending Components (5)
    • Ethanol (12)
    • Methanol (13)
    • Alcohol (14)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedule 2B effective January 1, 2012:
    • Gasoline (1)
    • Diesel Fuel – Undyed (2)
    • Aviation Gasoline (3)
    • Jet Fuel (4)
    • Diesel Fuel – Dyed (6)
    • Kerosene – Undyed (7)
    • Heating Oil (8)
    • Gasohol (16)
    • Kerosene - Dyed (17)
    • Biodiesel - Dyed (19)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedule 4B effective January 1, 2012:
    • Blending Components (5)
    • Ethanol (12)
    • Methanol (13)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedule INT06 effective January 1, 2012:
    • Blending Components (5)
    • Ethanol (12)
    • Methanol (13)
    • Alcohol (14)
    • Biodiesel – Undyed (18)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedule 5AA effective July 1, 2003:
    • Gasohol (16)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedules 6F, 8 and 9  effective July 1, 2003:
    • Blending Components (5)
    • Ethanol (12)
    • Methanol (13)
    • Alcohol (14)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedules 6P and 7 effective July 1, 2003:
    • Blending Components (5)
    • Ethanol (12)
    • Methanol (13)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to include the following missing product categories from the Fuels Tax Supplier’s Report (FT451) for schedule INT05 effective July 1, 2003:
    • Blending Components (5)
    • Ethanol (12)
    • Methanol (13)
    • Alcohol (14)
    • Kerosene – Dyed (17)
    • Biodiesel – Undyed (18)
    • Marine Diesel Oil (20)
    • Marine Gas Oil (21)
  • Modified scenario/schedule products to remove invalid product category Biodiesel - Undyed (18) from the Fuels Tax Supplier’s Report (FT451) for the following schedules:
    • 2A
    • 2C
    • 4B
    • 6P
    • 7
    • 8
    • 9
    • 11B
    • 15C
    • INT06
  • Modified scenario/schedule products to remove the following invalid product categories from the Fuels Tax Supplier’s Report (FT451) for schedules 1, 6H, INT01, INT02, INT03 and INT04:
    • Diesel Fuel – Dyed (6)
    • Other (15)
    • Kerosene – Dyed (17)
    • Biodiesel – Undyed (18)
    • Biodiesel - Dyed (19)
  • Modified scenario/schedule products to remove the following invalid product categories from the Fuels Tax Supplier’s Report (FT451) for schedules 5, 5A, 5AB, 5AC, 5D, 5E, and 5H:
    • Other (15)
    • Kerosene – Dyed (17)
    • Biodiesel – Undyed (18)
    • Biodiesel - Dyed (19)

Washington

RTEF-37862

  • Added scenario schedules/scenarios ids to support the new Aircraft Distributor Tax Return (FT-441-864) effective June 1, 2016 for the following schedule:
    • 1                    22020, 22021
    • 2A                  22022, 22023
    • 3                    22024
    • 4                    22025
    • 6D                 22026, 22027
    • 7                    22028
    • 7F                  22029, 22030
    • 8                    22031
    • 10                  22032, 22033
    • 10F                22034, 22035
    • 10G                22036, 22037
    • 10K                22038, 22039
    • 12C                22040
  • Added the following products categories in scenario/schedule products for new schedules 1, 2A, 3, 4, 6D, 7, 7F, 8, 10, 10F, 10G, 10K, 12C on the new Aircraft Distributor Tax Return (FT-441-864) effective June 1, 2016:
    • Aviation Gasoline (3)
    • Jet Fuel (4)

  RTEF-37863

  • Added scenario schedules/scenarios ids to support the new Fuel Blender Tax Return (FT-441-865) effective June 1, 2016 for the following schedule:
    • 1                    22330, 22331
    • 2                    22332, 22333
    • 2B                  22334, 22335
    • 6Z                  22336, 22337
    • 7                    22338
    • 10C                22339, 22340
    • 10D                22341, 22342
    • 10G                22343, 22344
    • 12A                22345, 22346
    • 12C                22347
    • 13X                22348
  • Added the following products categories in scenario/schedule products for new schedules 2, 7, 10G, and 12C on the new Fuel Blender Tax Return (FT-441-865) effective June 1, 2016:
    • Motor Vehicle Fuels (1)
    • Special Fuels Undyed (2)
    • Special Fuels Dyed (6)
    • Biodiesel Undyed (7)
    • Biodiesel Dyed (8)
    • Ethanol (9)
  • Added the following products categories in scenario/schedule products for new schedules 1, 2B, and 12A on the new Fuel Blender Tax Return (FT-441-865) effective June 1, 2016:
    • Special Fuels Dyed (6)
    • Biodiesel Dyed (8)
  • Added the following products categories in scenario/schedule products for new schedules 6Z, 10C, and 10D on the new Fuel Blender Tax Return (FT-441-865) effective June 1, 2016:
    • Motor Vehicle Fuels (1)
    • Ethanol (9)
  • Added the following products categories in scenario/schedule products for new schedule 13X on the new Fuel Blender Tax Return (FT-441-865) effective June 1, 2016:
    • Special Fuels Undyed (2)
    • Biodiesel Undyed (7)

 RTEF-37864

  • Added scenario schedules/scenarios ids to support the new Carrier Report (FT-441-8689) effective July 1, 2016 for the following schedule:
    • 14A                22550, 22551
    • 14B                22552, 22553
    • 14C                22554, 22555
  • Added the following products categories in scenario/schedule products for new schedules 14A, 14B, and 14C on the new Fuel Carrier Report (FT-441-8689) effective July 1, 2016:
    • Motor Vehicle Fuels (1)
    • Special Fuels Undyed (2)
    • Aviation Gasoline (3)
    • Jet Fuel (4)
    • Special Fuels Dyed (6)
    • Biodiesel Undyed (7)
    • Biodiesel Dyed (8)
    • Ethanol (9)

RTEF-37865

  • Added scenario schedules/scenarios ids to support the new Distributor Tax Return (FT-441-866) effective July 1, 2016 for the following schedule:
    • 1                    22120, 22121
    • 2                    22122, 22123
    • 2E                  22124, 22125
    • 3                    22126
    • 4                    22127
    • 6F                  22128, 22129
    • 6Z                  22130, 22131
    • 7                    22132
    • 8                    22133
    • 10C                22134, 22135
    • 10D                22136, 22137
    • 10F                22138, 22139
    • 10G                22140, 22141
    • 13X                22142
  • Added the following products categories in scenario/schedule products for new schedules 1, 2, 2E, 3, 4, 6E, 6Z, 7, 8, 10C, 10D, 10F,10G and 13X on the new Distributor Tax Return (FT-441-866) effective July 1, 2016:
    • Motor Vehicle Fuels (1)
    • Special Fuels Undyed (2)
    • Special Fuels Dyed (6)
    • Biodiesel Undyed (7)
    • Biodiesel Dyed (8)
    • Ethanol (9)

   RTEF-37866

  • Added scenario schedules/scenarios ids to support the new Supplier Tax Return (FT-441-867) effective July 1, 2016 for the following schedule:
    • 1                    22730, 22731
    • 2A                  22732, 22733
    • 2B                  22734, 22735
    • 3                    22736
    • 4                    22737
    • 6A                  22738, 22739
    • 6D                 22740, 22741
    • 6F                  22742, 22743
    • 6Z                  22744, 22745
    • 7                    22746
    • 8                    22747
    • 10C                22748, 22749
    • 10D                22750, 22751
    • 10F                22752, 22753
    • 10G                22754, 22755
    • 13X                22756
  • Added the following products categories in scenario/schedule products for new schedules 1, 2A, 2B, 3, 4, 6A, 6D, 6F, 6Z, 7, 8, 10C, 10D, 10F, 10G and 13X on the new Supplier Tax Return (FT-441-867)  effective July 1, 2016:
    • Motor Vehicle Fuels (1)
    • Special Fuels Undyed (2)
    • Special Fuels Dyed (6)
    • Biodiesel Undyed (7)
    • Biodiesel Dyed (8)
    • Ethanol (9)

  RTEF-37867

  • Added scenario schedules/scenarios ids to support the new Terminal Operator Report (FT-441-863) effective July 1, 2016 for the following schedule:
    • 15A                22580
    • 15B                22581
    • INT01             22582
    • INT02             22583
  • Added the following products categories in scenario/schedule products for new schedules 15A, 15B, INT01 and INT02 on the new Terminal Operator Report (FT-441-863) effective July 1, 2016:
    • Motor Vehicle Fuels (1)
    • Special Fuels Undyed (2)
    • Aviation Gasoline (3)
    • Jet Fuel (4)
    • Special Fuels Dyed (6)
    • Biodiesel Undyed (7)
    • Biodiesel Dyed (8)
    • Ethanol (9)

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 16 revised forms and 5 new forms.

United States

Alabama

    RTEF-36832

  • Modified City of Decatur Gasoline - Motor Fuel Tax Return (DECATUR) to display city, jurisdiction and postal code that were missing from the return.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

               RTEF-37390 (ADM-8455)

  • Updated City of Montgomery Gasoline, Kerosene, Diesel and Motor Fuel Report with additional internal schedule for Receipts.  Added PDF formatting of receipt and disbursement schedules.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.

RTEF-37446 (ADM-8492)

  • Modified the Supplier/Permissive Supplier Monthly Return (MFT-SR) to allow products from category Gasoline Blendstocks (11) on schedules 2, 2B, 5A, 5C, 7A, 8, 9C, 9E, 10A, 11A, and 11B.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

               RTEF-37480 (ADM-8505)

  • Adjusted font size to display entire date field on schedule pages, reduced font size on Truck Delivery column, and removed invalid characters from headings on Montgomery County Monthly Gasoline Tax Return (101-113).
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

RTEF-37539

  • Added revised City of Montgomery Gas Tax Return effective June 1, 2016 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

               RTEF-37626

  • Added revised Importer Three Day Payment Voucher (MFT-3DV) effective June 1, 2015 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37789 (ADM-8695)

  • Added revised Importer Three Day Payment Voucher (MFT-3DV) effective June 1, 2015 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37802 (ADM-8704)

  • Modified Montgomery County, Alabama Monthly Gasoline Tax Return (101-113) to add a new Schedule INT07, with a printable PDF, for Line 9 gallons exported out of county and to add Line 13 Loss into the total on Line 15a.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

  RTEF-37856 (ADM-8705)

  • Modified Monthly Motor Fuels Tax Report for Jefferson County as follows:
    • Added total taxable deliveries, or line 43, to the disbursement portion of the gain and loss calculations.
    • Added the 'gain' amount to Line 5 calculation.
    • Added the 'loss' amount and the closing inventory amount to Line 52 calculation.
    • Changed the product_category on the local_tax_rate definition to get the correct gasoline tax rate.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

  RTEF-38039 (ADM-8859)

  • Modified Supplier/Permissive Supplier Monthly Return (MFT-SR) per State clarification that credits cannot be given on this return or balanced against another product type.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Arizona

RTEF-37295

  • Modified the efile download process to provide a file name consistent with the state of Arizona's naming convention.
  • Actions:
    • This update affects any efile that is created – please verify field names are populated correctly.

California

RTEF-36966

  • Updated validation rule, 29848, with an earlier effective date to match the other schedule validation rules on the Supplier of Motor Vehicle Fuel Tax Return (BOE-501-PS).
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-37275

  • Added revised Supplier of Diesel Fuel Tax Return (Form BOE-501-DD) effective February 1, 2016 with cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37284

  • Added revised Supplier of Motor Fuel Tax Return (Form BOE-501-PS) effective May 1, 2016 with cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Colorado

RTEF-37601 (ADM-8563)

  • Updated the Terminal Operator Report to enable the ending inventory schedule to be copied to the beginning inventory schedule. Filer must update taxpayer preference to enable this copy function.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update will impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed

Connecticut

RTEF-37075 (ADM-8187, ADM-8935)

  • Modified Motor Vehicle Fuels Tax Return (O-MF) for formatting of document number on schedules.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

RTEF-37667

  • Enhanced Monthly Report of Motor Fuel Carrier (AU-750) to include signature imaging for taxpayer and preparer.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

Illinois

RTEF-35925 (ADM-3388)

  • Added new City of Burbank Vehicle Fuel Tax Monthly Return effective January 1, 2015.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37954 (ADM-8804, ADM-8825)

  • Added revised Cook County Diesel Tax Return (DRET0700) effective July 1, 2016 for changes to deductions and related schedules. 
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37980 (ADM-8825)

  • Added revised Cook County Gasoline Tax Return (GRET0700) effective July 1, 2016 for changes to deductions and related schedules. 
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Indiana

                 RTEF-36569 (ADM-7910)

  • Modified Indiana Consolidated Gasoline Monthly Tax Return (MF-360) so when the E-1 Fee schedule is added manually there will be a check for null billed, net, and gross unit fields before they are converted to a decimal and preventing an exception from being displayed.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

  RTEF-38042 (ADM-8884)

  • Added Excel templates customized for Indiana schedule requirements. 
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

Massachusetts

 RTEF-37947 (ADM-8772)

  • Updated validation rules to add products Aviation Gasoline (125) and Ethanol (241) to Gasoline Tax Return (Form GT-456).
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

              RTEF-37955 (ADM-8811)

  • Corrected an issue when using Supplier's Tax Return - Special Fuels (SFT-3B) to allow the proper tax session to be displayed.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

Missouri

 RTEF-37602 (ADM-8563)

  • Updated the Terminal Operator Report (Form 575) to enable the ending inventory schedule to be copied to the beginning inventory schedule. Filer must update taxpayer preference to enable this copy function.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update will impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed

New York

RTEF-37706 (ADM-8620)

  • Added override options for the type of filer to Petroleum Business Tax Return (PT-100). This allows the filer to indicate the filing types that apply when there is no tax due for that filing type.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

North Carolina

 RTEF-33595 (ADM-6566, ADM-6572)

  • Added revised Motor Fuel Terminal Operator Annual Return (GAS-1209) effective January 1, 2016.  Cosmetic changes for rates and dates only.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37702 (ADM-8622)

  • Modified due date calculation on Blender Return (GAS-1260.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update affects the visual display of the return - please verify the new look of the return.

Ohio

RTEF-36688 (ADM-7958)

  • Added validation rule on Schedule 3 to require destination of Ohio for Ohio Fuel Dealers Tax Return (MF2).
  • Actions:
    • This update 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-37595

  • Added XSD validation to the extract which will provide error messages and stop the extraction process when certain errors occur.
  • Actions:
    • This update affects the validation during the extraction process - any warnings or errors will need to be reviewed, changes to imported data may be required.

  RTEF-38149 (ADM-8937)

  • Updated calculations on Page 2, Line 14 and Line 16 to match return instructions on Motor Fuel Bonded Importer - Monthly Tax Calculation (DST-214).
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Oregon

 RTEF-34913

  • Return generation calculation method will now be displayed in the tax session history log.
  • Actions:
    • This update affects the tax session history log for return generation - any warnings or errors will need to be reviewed, changes to imported data may be required.

  RTEF-35049

  • Updated the Product Headers and Totals for consistency across all audits.
  • Actions:
    • This update affects the visual display of all audits – please verify the new look of the audits.

  RTEF-37729

  • Modified the validation rules for mode code to check for a null value on Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report (Form 735-1302).
  • Actions:
    • This update 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.

Pennsylvania

RTEF-37128 (ADM-8294)

  • Added revised Alternative Fuels Tax Report (DMF-101) effective January 1, 2016 including dynamic rate display on PDF.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37930 (ADM-8776)

  • Added modes codes Gas Station (GS) and Summary (CE) for Pennsylvania returns.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

Rhode Island

RTEF-37656

  • Enhanced Motor Fuel Distributor Tax Report (MFT-1) to include signature imaging.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

South Carolina

RTEF-37503

  • Added Excel templates customized for South Carolina schedule requirements.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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-37512

  • Added product category Other/Substitute Fuels (15) for Schedules 6F and 10B for Motor Fuel Supplier Monthly Return (L2119).
  • Added product category High Sulfur Dyed (6), Kerosene - Undyed (8), and Kerosene - Dyed (14) in schedule products for Motor Fuel Supplier Monthly Return (L2119) Schedules 7A and 7B.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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.

Tennessee

RTEF-37663 (ADM-8601)

  • Updated calculations on Line 4 of the Annual Terminal Operator return to set gains to 0 and display losses as a positive number.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

 

Texas

  RTEF-36976

  • Updated schedules to display in schedule code order in schedules maintenance dropdown for the following returns:
    • Texas Fuels Tax Report - Diesel Distributor (06-168A-DSTD)
    • Texas Fuels Tax Report - Gasoline Distributor (06-168A-DSTG)
    • Texas Fuels Tax Report - Diesel Fuel Exporter (06-168A-EXPD)
    • Texas Fuels Tax Report - Gasoline Exporter (06-168A-EXPG)
    • Texas Fuels Tax Report - Diesel Importer (06-168A-IMPD)
    • Texas Fuels Tax Report - Gasoline Importer (06-168A-IMPG)
    • Texas Fuels Tax Report - Diesel Supplier (06-168A-SPLD)
    • Texas Fuels Tax Report - Gasoline Supplier (06-168A-SPLG)
    • Texas Fuels Tax Report - Diesel Permissive Supplier (06-168A-SPLPD)
    • Texas Fuels Tax Report - Gasoline Permissive Supplier (06-168A-SPLPG)
    • Texas Motor Fuel Transporter Report (06-128)
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

  RTEF-37878 (ADM-8730)

  • Added revised Texas Coastal Protection Fee Report effective July 1, 2016 where two internal schedules were added to allow the entry of non-terminal locations on this report.
  • Actions:
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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 update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Utah

RTEF-35382

  • Enhanced the schedule 5, 5X and 5XA validation error messages on the Fuel Tax Return (TC-109) to provide the field name (destination_alt_location) that needs to be populated when product codes 125 and 130 are used.
  • Actions:
    • This update 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 update affects the calculation on the return – please review values that are calculated differently due to this change.

Vermont

RTEF-37548

  • Added revised Motor Fuel Distribution Imports (DMV-CVO09) effective June 1, 2016 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37550

  • Added revised Motor Fuel Distribution Sales Report (CVO-08) effective June 1, 2016 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37649

  • Modified Diesel Fuel Distributors Monthly Report (CVO-10) to include dynamic rates and signature images.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.

  RTEF-37650

  • Updated Fuel Gross Receipts Tax and Petroleum Distributor Licensing Fee Return (FG-601) for dynamic rate displays and signature imaging.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.

Virginia

 RTEF-37417 (ADM-8468, ADM-8795)

  • Updated the product validation on all schedules to match the list of products allowed on schedules provided by the state for Virginia Fuels Tax Supplier's Report (FT451).
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.

   RTEF-37740 (ADM-8662)

  • Modified eFile generation of the Supplier's Report (FT-451) for amendments to add an extra element separator before writing 6S to the BTI segment.
  • Actions:
    • This update affects the ability to efile an amendment on the return – please refile the amendment if this affected you.

Washington

  RTEF-37862

  • Added new Aircraft Distributor Tax Return (FT-441-864) effective June 1, 2016. This is a new taxpayer type with new return and schedules.
  • Note: Effective date has been set one month prior to filing to allow ending inventories to be entered.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-37865

  • Added new Distributor Tax Return (FT-441-866) effective July 1, 2016. This is a new taxpayer type with new return and new schedules.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-37867

  • Added new Supplier Tax Return (FT-441-867) effective July 1, 2016. This is a new taxpayer type with new return and new schedules.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-37866

  • Added new Terminal Operator Report (FT-441-863) effective July 1, 2016. This is a new taxpayer type with new return and new schedules.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-38113

  • Added the following new transportation mode codes effective 6/1/2016:
    • CE - Summary
    • RT - Removal from terminal.
  • Actions:
    • This update 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-38125

  • Added the following new products effective 6/1/2016 per state’s listing:
    • B05 - Biodiesel - Undyed (5%)
    • B20 - Biodiesel - Undyed (20%)
    • B99 - Biodiesel - Undyed (99%)
    • B00 - Biodiesel - Undyed (100%)
    • D05 - Biodiesel - Dyed (5%)
    • D20 - Biodiesel - Dyed (20%)
    • D99 - Biodiesel - Dyed (99%)
    • D00 - Biodiesel - Dyed (100%)
    • E10 - Ethanol (10%)
    • E85 - Ethanol (85%)
    • E00 - Ethanol (100%)
    • M00 - Methanol
    • 55 - Butane
    • 90 - Additive Miscellaneous
    • 91 - Waste Oil
    • 100 - Transmix
    • 123 - Alcohol
    • 152 - Heating Oil
    • 160 – Diesel
  • Note: Effective date of 6/1/2016 has been used to allow inventory to be entered for the new July Terminal Operator and Blender forms
  • Added new product category 11 - Other to support products 91 - Waste Oil and 100 - Transmix provided by state
  • Renamed product descriptions to match the state listing for products 72, 142, 167 and 228
  • Obsoleted products no longer on the state listing as of 6/30/2016
  • Actions:
    • This update 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 update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.

  RTEF-38185

  • Added the following new common code values for business_subtype for use with the new returns effective 7/1/2016
    • B – Blender
    • C – Carrier
    • D – Distributor
    • S – Supplier
    • DA – Distributor Aircraft
    • TO – Terminal Operator
  • Actions:
    • This update 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 update affects the calculation on the return – please review values that are calculated differently due to this change.

West Virginia

 RTEF-37404 

  • Added revised West Virginia Motor Fuel Exporter (MFT-511) effective January 1, 2016 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

   RTEF-37427 

  • Added revised Motor Fuel Producer Report (MFT-514) effective January 1, 2016 with cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37429 

  • Added revised Supplier - Permissive Supplier Report (MFT-504) effective January 1, 2016 with cosmetic changes.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

   RTEF-37430 

  • Added revised Motor Fuel Transporter Return (MFT-507) effective January 1, 2016 with cosmetic changes.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.         

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-35616 (ADM-7318)

  • Updated scenario locations to use the correct field of 'origincountrycode' and 'destinationcountrycode' when checking for country values. Prior to this update the country was not being taken into account when used as a parameter in a manually entered company specific scenario.
    • Note: This update will correct company zero scenarios. If you have any company specific scenario location records using these fields and have not been contacted by customer support, please reach out to them for possibly updates.

ZMS-25119

  • Updated the Install with additional logging to list the files removed or added from the prior version.

ZMS-25489

  • The default Dashboard (Home page) has been updated with new/different widgets. The ‘System Default Dashboard’ now has the following widgets: Message Center top left, Schedule Transactions Import middle left, Support Cases bottom left, Tax Filing Calendar top right, and Tax Session Status Per Period bottom right. Users' personal dashboards have not been modified, however all users will have their current dashboard reset to be the ‘System Default Dashboard’ the next time they sign on.  Users can re-select a previously created dashboard or create a new custom dashboard as desired. To create or modify a dashboard, see Creating a Custom Dashboard in the Avalara Excise Help Center.

ZMS-25652 (ADM-8958)

  • Updated Import Dashboard widget to allow user to save import settings from the Data Import popup.

ZMS-25705

  • Added updated version of User Guide. 

ZMS-25773

  • Modified the install for TLS 1.2 that was released in 5.25.2 to only apply changes if it does not already exist in the registry.

Admin Updates

This section contains updates related to administration of the product.

ZMS-25352 (ORODOT-365)

  • Updated Admin > Message Center > Add New Message page to improve performance of page load.  Added tracing to the page load to aid in determining location of performance issue.

ZMS-25620

  • Added new site settings under Admin >Site Settings to default the Case Owner ID and Record Type ID for Admin > Support Cases:
    • Salesforce – Default Case Owner Id
    • Salesforce – Default Record Type Id

ZMS-25703 (ADM-9012)

  • Updated Admin > Support Cases to display the Support Cases page without showing an error message “…expecting a right parenthesis…” when selecting the Avalara Excise Division from the All Accounts dropdown.

eFiling Updates

This section contains updates related to eFiling.

ZMS-25433

  • Updated to allow users with the company setting "Enable Support for Company Account Name and Details" activated to be able to save multiple eFile controls.
    • eFiling > eFile Creation > Add New Record > Settings tab - the user will need to select a ‘Settings’ and set a description. The dropdown will list all possible eFile control settings for the eFile version, both existing eFile version and previous versions of the same type. If the user wants to copy an existing setting, they should check ‘Copy Existing’ and change the description. If they want to add new, need to add a new description. If they select an ‘Use/Update Existing’ the existing will be updated.

Maintenance Updates

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

ZMS-25169 (ADM-8503)

  • Updated Maintenance > Company Accounts to allow user to obsolete Company Accounts after the taxpayer type has been removed from the license.

Reporting Updates

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

ZMS-25407 (ORODOT-361)

  • Corrected Reporting > Tax Session Statistics > Tax Session Activity to display ‘License Number’ in the ‘License Number’ field instead of ‘ID Code’.
  • Added ‘ID Code’ to the report.

ZMS-25540 (ADM-8953)

  • Added sorting to the list of queries, putting the private queries at the top for Reporting > Schedule Query Wizard.
  • Updated Reporting > Schedule Query Wizard to not display temporary schedule queries.

ZMS-25630 (ADM-8789)

  • Updated Reporting > Schedule Query Wizard to display buttons images with mime types of IIS, ttf, woff, or woff2.

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.


 

 

Avalara Returns Excise


5.25.11 Update

Release Highlights

Revision date: 7/19/16

Product release: July 19, 2016

 

 

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2016 Avalara, Inc. All rights reserved.

Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile,are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries.

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.

Alaska

RATE-10082

  • Added new City of Saint Paul Sales and Use tax rate of .035 effective July 17, 2016.

California

RATE-10077

  • Added new tax rates effective July 1, 2016:
    • State Diesel Prepaid Sales Tax                        .17
    • State Kero/Jet Prepaid Sales Tax                    .07

   NOTE:  In the 2016.06.1-5.25.10 release, duplicate rates named ‘Prepayment’ were updated instead of   

   the correct ‘Prepaid’ tax rates.  This update corrects the rates.

Colorado

RATE-10071

  • Added new City of Saguache Sales and Use tax rate of .04 effective July 1, 2016.

Illinois

RATE-10078

  • Added new City of Evanston Fuel tax rate of .04 effective July 1, 2016.

North Carolina

   RATE-10073

  • Corrected the Cabarrus County Sales and Use tax rate to .0225 from .025 effective October 1, 2011.

North Dakota

RATE-10072

  • Added the following County Sales and Use tax rates effective October 1, 2014:
    • Burleigh                      .005
    • Morton                       .005

United States

RATE-10070

  • Added new rates effective October 1, 2014:
    • Federal Health Insurance Fee               2.08
    • Federal Self Insured Fee                     2.08
  • Added new rates effective October 1, 2015:
    • Federal Health Insurance Fee               2.17
    • Federal Self Insured Fee                     2.17

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 is 1 revised form and 0 new forms.

 

United States

United States           

RTEF-38330 (ADM-8704)

  • Added revised Quarterly Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective April 1, 2016 with the following changes:
    • Changes to Part II for healthcare
    • Form is expanded with lines being moved to other pages
    • Schedule C has Line 12 removed and then re-numbered the remaining lines.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

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.


 

 Avalara Returns Excise
5.25.20

Release Highlights

Revision date: 8/1/16

Product release: August 1, 2016

 

 

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.© 2016 Avalara, Inc. All rights reserved.

Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile, are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries. 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 is 1 new rate added after the 2016.07.25-5.25.20 Content Release.   New rates are identified with ‘*’.

United States

Alabama

RATE-10068

  • Added new rates to support new form effective January 1, 2015:
    • City of Ashland Police Jurisdiction Gasoline Tax          .005
    • City of Ashland Police Jurisdiction Diesel Tax              .005

Alaska

RATE-10082

  • Added new City of Saint Paul Sales and Use tax rate of .035 effective July 17, 2016.

Arizona

RATE-10065

  • Added new City of Gila Bend Sales and Use tax rate of .035 effective July 1, 2016.

California

RATE-10077

  • Added new tax rates effective July 1, 2016:
    • State Diesel Prepaid Sales Tax                        .17
    • State Kero/Jet Prepaid Sales Tax                    .07

   NOTE:  In the 2016.06.1-5.25.10 release, duplicate rates named ‘Prepayment’ were updated instead of   

   the correct ‘Prepaid’ tax rates. This update corrects the rates.

Colorado

RATE-10071

  • Added new City of Saguache Sales and Use tax rate of .04 effective July 1, 2016.

Georgia

RATE-10062

  • Corrected local prepaid sales and use tax rates effective July 1, 2016 for 160 counties for product type of Gasoline.

Hawaii

RATE-10067

  • Added new Maui County rates effective July 1, 2016:
    • Maui Combined State and County CNG Tax                 .154
  • Maui Combined State and County LNG Tax                  .154
  • Maui Combined State and County Diesel Tax               .39
  • Maui Combined State and County Gasoline Tax           .39
  • Maui Combined State and County LPG Tax                  .167
  • Maui Combined State and County Ethanol Tax             .139
  • Maui Combined State and County Methanol Tax           .134
  • Maui Combined State and County Biodiesel Tax           .04

Illinois

RATE-10078

  • Added new City of Evanston Fuel tax rate of .04 effective July 1, 2016.

Indiana

RATE-10096

  • Added Gasoline Use Tax rate of .125 effective August 1, 2016.

Michigan

RATE-10076

  • Added new Prepaid Sales Tax rates effective August 1, 2016:
    • State Prepaid Sales Tax – Gasoline                 .135
    • State Prepaid Sales Tax – Diesel                     .129
    • State Prepaid Sales Tax – Biodiesel                .129

Minnesota

*RATE-10104

  • Added new Propane Education and Research Council Fee (PERC) rate of .002 effective August 1, 2016.

North Carolina

   RATE-10073

  • Corrected the Cabarrus County Sales and Use tax rate to .0225 from .025 effective October 1, 2011.

   RATE-10074

  • Added new State tax rates effective January 1, 2016:
    • PTO Non-Highway Refund and Off-Highway Refund     .345
    • State - Annual Road Tax                                              .345
    • State Sales Tax - Tax Paid Motor Fuel                         .1849
    • State Sales Tax – General Non-Hwy Use                      .1651
  • Added new State tax rates effective July 1, 2016:
    • State Road Tax Refund                                               .33
    • State Sales Tax – Tax Paid Motor Fuel                         .1442

North Dakota

RATE-10072

  • Added the following County Sales and Use tax rates effective October 1, 2014:
    • Burleigh                      .005
    • Morton                       .005

Texas

RATE-10069

  • Added new rates effective October 1, 2014:
    • Cigars Tax 3 Lbs. Or Less Per 1000 $.01 Per 10                                               .001
    • Cigars Tax Over 3 Lbs. Per 1000 $.033 Factory List Price Each Or Less .075
    • Cigars Tax Over 3 Lbs. Per 1000 Over $.033 Factory List Price (If No Substantial Amount Nontobacco)                                                                                                  .11                 
    • Cigars Tax Over 3 Lbs. Per 1000 Over $.033 Factory List Price (If Substantial Amount Nontobacco)                                                                                                  .15
    • Cigarettes Tax                                                                                   1.41
    • Cigarettes Tax Stamp Allowance                                                                        -.025
    • Moist Snuff Tax                                                                                             1.22
    • Loose Smoking Tobacco Tax                                                                         1.22
    • Smokeless Tobacco Tax                                                                                1.22
    • Non Settling Manufacturer Cigarette                                                                 .03005
    • Subsequent Participating Manufacturer Cigarette                                              .008196
    • Cigarettes Tax Stamp Additional NSM Allowance                                             -.005

United States

RATE-10070

  • Added new rates effective October 1, 2014:
    • Federal Health Insurance Fee               2.08
    • Federal Self Insured Fee                     2.08
  • Added new rates effective October 1, 2015:
    • Federal Health Insurance Fee               2.17
    • Federal Self Insured Fee                     2.17

West Virginia

RATE-10064

  • Added new State rates effective January 1, 2016:
    • State Field Gas Variable Tax                           .066
    • State Field Gas Flat Tax                                  1.618

RATE-10075

  • Added new Tobacco rates effective July 1, 2016:
    • State Cigarette Tax                                        1.2
    • State Other Tobacco Products Tax                  .12
    • State Vapor Tax                                              .075

Scenario Updates

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

United States

Alabama

RTEF-37362

  • Added scenario schedules/scenario ids to support new City of Collinsville License Tax Monthly Remittance Form effective January 1, 2015 for the following schedule:
    • INT01             25380, 25381    
  • Added the following products categories in scenario/schedule products for schedules INT01 and INT02 on the new City of Collinsville License Tax Monthly Remittance Form 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)

Colorado

RTEF-38181

  • Modified scenario/schedule products to include missing product category Liquefied Petroleum Gas (9) on the Distributor Tax Return (DR7050) for the schedule 5 effective January 1, 2014.

Massachusetts

RTEF-37117

  • Added scenario schedules/scenario ids to support new Application for Delivery Fee Abatement (Form 502) effective April 1, 2016 for the following schedules:
    • 1                    34525
    • 2                    34526
    • 3                    34527
    • INT01             34528
  • Added the following product categories in scenario/schedule products for schedules 1, 2, 3, and INT01 on the new Application for Delivery Fee Abatement (Form 502) effective April 1, 2016:
    • Gasoline (1)
    • Diesel Fuel – Undyed (2)
    • Gasohol (3)
    • Kerosene (5)
    • Aviation Gasoline (6)
    • Diesel Fuel - Dyed (8)

RTEF-37777

  • Modified scenario/schedule products to include missing product category Miscellaneous (10) on the Gasoline Tax Return (GT-456) for schedule 11 effective April 1, 2016.

Michigan

RTEF-3810

  • Modified scenario/schedule products to include missing product categories Biodiesel (B05 or higher) - Dyed (9) and Other (10) on the Exporter Quarterly Report (540-EXP) for schedule 7A effective August 1, 2006

New Jersey

RTEF-37721

  • Modified scenario/schedule products to include missing product category Blendstocks (12) on the Distributor of Motor Fuels Tax Return (DMF-10) for the following schedules effective January 1, 2011:
    • DMF119
    • DMF207
    • DMF204
  • Modified scenario/schedule products to remove invalid product category Liquefied Petroleum (5) from the Distributor of Motor Fuels Tax Return (DMF-10) for the following schedules effective January 1, 2011:
    • DMF119
    • DMF302
    • DMF303
    • DMF305
    • DMF306
    • DMF316
    • DMF317
    • DMF320
    • DMF322
    • DMF407

North Dakota

RTEF-37611

  • Added scenario schedules/scenario ids to support revised Aviation Fuel Tax Report (M53) effective May 1, 2016 for the following new schedules:
    • 2A                    42017, 42018
    • 10F                  42019, 42020
  • Added the following product categories in scenario/schedule products for new schedules 2A and 10F on the revised Aviation Fuel Tax Report (M53) effective May 1, 2016:
    • Gasoline (1)
    • Aviation Gasoline (6)
    • Jet Fuel (7)
    • Kerosene - Undyed (8)
  • Renamed the scenario descriptions in schedules/scenario ids to match the state schedule names for schedules 1, 2, 3, 5, 5Q, 6, 7 and 8 on the revised Aviation Fuel Tax Report (M53).

RTEF-37612

  • Added scenario schedules/scenario ids to support revised Liquefied Petroleum Gas Tax Report (M60) effective May 1, 2016 for the following new schedules:
    • 2A                    42119, 42120
    • 10F                  42121, 42122
  • Added product category LPG (5) in scenario/schedule products for new schedules 2A and 10F on the revised Liquefied Petroleum Gas Tax Report (M60) effective May 1, 2016.
  • Renamed the scenario descriptions in schedules/scenario ids to match the state schedule names for schedules 2, 3, 5Q, 6, 7, 8, 10 and 10Q on the revised Liquefied Petroleum Gas Tax Report (M60).

RTEF-37613

  • Added scenario schedules/scenario ids to support revised Motor Vehicle Fuel Tax Report (M61) effective May 1, 2016 for the following new schedules:
    • 2A                    42217, 42218
    • 10F                  42219, 42220
  • Added the following product categories in scenario/schedule products for new schedules 2A and 10F on the revised Motor Vehicle Fuel Tax Report (M61) effective May 1, 2016:
    • Gasoline (1)
    • Gasohol (3)
    • Alcohol (4)
    • Methanol (9)
    • Blending Components (12)
  • Renamed the scenario descriptions in schedules/scenario ids to match the state schedule names for schedules 1, 2, 3, 5A, 5Q, 6, 7 and 8 on the revised Motor Vehicle Fuel Tax Report (M61).

RTEF-37614

  • Added scenario schedules/scenario ids to support revised Special Fuel Tax Report (M62) effective May 1, 2016 for the following new schedules:
    • 2A                    42321, 42322
    • 10F                  42323, 42324
  • Added the following product categories in scenario/schedule products for new schedules 2A and 10F on the revised Special Fuel Tax Report (M62) effective May 1, 2016:
    • Kerosene - Undyed (8)
    • Diesel Fuel - Dyed (10)
    • Special Fuel - Unblended (11)
    • Blending Components (12)
    • Heating Oil (13)
    • Compressed Natural Gas (14)
    • Liquid Natural Gas (LNG) (15)
  • Added the new product category Liquid Natural Gas (LNG) (15) in scenario/schedule products for the following schedules on the revised Special Fuel Tax Report (M62) effective May 1, 2016:
    • 1
    • 2
    • 3
    • 5
    • 5Q
    • 5X
    • 5Y
    • 6
    • 7
    • 8
    • 10
    • 10A
    • 10G
    • INT01
    • INT02
    • INT03
  • Renamed the scenario descriptions in schedules/scenario ids to match the state schedule names for schedules 1, 2, 3, 5, 5Q, 5Y, 6, 7, 8 and 10A on the revised Special Fuel Tax Report (M62).

RTEF-37615

  • Added product category Liquid Natural Gas (LNG) (15) in scenario/schedule products for the following schedules on the revised Motor Fuels Terminal Operator Report (ND-TOR-1) effective May 1, 2016:
    • 15A                           
    • 15B
    • INT01                      

Pennsylvania

 RTEF-38271

  • Modified scenario/schedule products to remove invalid product category Diesel/Kerosene - Dyed (5) on the USTIF Monthly Gallons Fee Report Statement for schedules:
    • INT01
    • INT02

United StatesRTEF-37723

  • Added the following products categories in scenario/schedule products for schedule INT362U on the revised Claim for Refund of Excise Taxes (Form 8849) effective January 1, 2016:
    • Ethanol Blends (2)
    • Methanol Blends (3)
    •  
    • Undefined Product (15)
    • Other Products (16)
  • Added products category Biodiesel – Undyed (6) in scenario/schedule products for schedule INT360U on the revised Claim for Refund of Excise Taxes (Form 8849) effective January 1, 2016.
  • Obsoleted product category Biodiesel – Dyed (7) in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) effective December 31, 2015 for schedules INT388 and INT390.
  • Obsoleted product category Diesel Fuel - Undyed (4) in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) effective December 31, 2015 for schedule INT307.

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 4 new forms.                   

United States

Alabama

RTEF-37362

  • Added new City of Collinsville License Tax Monthly Remittance Form (COLLINSVILLE) [Taxpayer Type CICOL] effective January 1, 2015.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

               RTEF-37975

  • Removed zero values on Page 2 of the Motor Fuel Terminal Operator Monthly Report (MFT-TOM) [Taxpayer Type TOR] in unused fields.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

California

RTEF-37871

  • Added revised State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective April 1, 2016. Changes only on Schedule A2 involving rate changes on several cities
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

RTEF-37877 (ADM-8729)

  • Updated the penalty calculation on the Prepayment of Sales Tax on Fuel Sales (BOE-4014-DB) [Taxpayer Type SGPPD].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-38015 (ADM-8793)

  • Corrected the calculation for Schedule B so it will sum columns D, F, and H instead of grouping them for the Prepayment of Sales Tax on Fuel Sales (BOE-4014-DB) [Taxpayer Type SGPPD].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Colorado

RTEF-38181 (ADM-8951)

  • Corrected a schedule validation rule for Distributor Return (DR7050) [Taxpayer Type DST] to allow company specific products on schedules.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

District of Columbia

RTEF-37747 (ADM-8666)

  • Added revised Motor Fuel Tax Return (FR-400M) [Taxpayer Type DST] effective March 1, 2016 for cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Indiana               

 RTEF-37804

  • Obsoleted the transaction validation rules for the obsoleted taxpayer type of SLS (Sales Tax) effective June 30, 2014.

Kansas

RTEF-38101 (ADM-8927)

  • Updated origin and destination validation rules to no longer require a TCN unless the location code type specifies 'TERMINAL' on the following returns:
    • Carrier Report (MF-206) [Taxpayer Type CAR].
    • Distributor Tax Return (MF-52) [Taxpayer Type DST].
    • Petroleum Product Inspection Report (MF-7) [Taxpayer Type ENV].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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.

Maryland

RTEF-38286

  • Updated Page 2 Line 15 of the Special Return Jet Fuel and Aviation Gas Only (GTD 300) [Taxpayer Type DSTAF]  to display the value so no negative signs or extra parenthesis exist.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

 RTEF-38287

  • Updated Page 2 Line 15 of the Special Fuel User/Seller Tax Return (GTD 300) [Taxpayer Type DSTF] to display the value so no negative signs or extra parenthesis exist.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Massachusetts

 RTEF-37117

  • Added new Application for Delivery Fee Abatement (Form FR-502) [Taxpayer Type ADFA] effective April 1, 2016.  
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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-37777

  • Removed product category Miscellaneous (10) from older versions of the following returns:
    • Gasoline Tax Return (GT-456) [Taxpayer Type DSTG].
    • Supplier's Tax Return - Special Fuels (SFT-3) [Taxpayer Type SPLSF].
    • Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S) [Taxpayer Type SPLJF].
  •   Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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-38183 (ADM-8969)

  • Updated the taxpayer preference for Gasoline Tax Return (GT-456) [Taxpayer Type DSTG] to use 'Billed' gallons per state request:
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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

Michigan

RTEF-37810 (ADM-8706)

  • Updated the product categories for Exporter Quarterly Report (4004) [Taxpayer Type EXP] for the following:
    • Product category Ethanol Blends E70-E99 (2) moved from 'Other Products' to 'Gasoline' column
    • Product category Dyed Biodiesel (D05 or higher) (9) moved from 'Other Products' to 'Dyed Diesel' column
    • Product category Biodiesel (B05 or higher) - Undyed (4) moved from 'Other Products' to 'Undyed Diesel' column
  •  Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update 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

Missouri

RTEF-37695

  • Added revised Missouri Transporter Report (FORM 4782) [Taxpayer Type TRN] effective June 1, 2016 for cosmetic changes.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.    
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Nebraska

 RTEF-37805

  • Obsoleted transaction validation rule 2628 for taxpayer type CAR (Carrier) effective July 31, 2010.

New Hampshire

RTEF-36851 (ADM-8081)

  • Modified the Motor Fuel and Aviation Fuel Distributor Report (MFD 1) [Taxpayer Type DST] schedule validation rules to:
    • Prevent negative ending physical inventory on original sequence.
    • Prevent negative ending physical inventory on the sum across all sequences.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

New Jersey

  RTEF-37721 (ADM-8630)

  • Modified the Distributor Motor Fuels Tax Return (DMF-10) [Taxpayer Type DSTMF] to add product category Blendstocks (12) to Schedules DMF-107, DMF-119, DMF-207, DMF-219, DMF-407, and DMF-419 per State confirmation.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

               RTEF-37806

  • Obsoleted transaction validation rules for obsoleted taxpayer types of JOB (Jobber) and USESF (Seller-User Special Fuels) effective December 31, 2010.

North Dakota

 RTEF-37611

  • Added revised Aviation Fuel Tax Report (H01) [Taxpayer Type DSTAF] effective May 1, 2016.  Two new schedules and additional schedule fields added, along with a Voucher page for non-electronic payment.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update 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 update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37612

  • Added revised Liquefied Petroleum Gas Tax Report (J11) [Taxpayer Type DSTLP] effective May 1, 2016.  Two new schedules and additional schedule fields added, along with a Voucher page for non-electronic payment.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update 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 update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37613

  • Added revised Motor Vehicle Fuel Tax Report (S01) [Taxpayer Type DSTMF] effective May 1, 2016.  Two new schedules and additional schedule fields added, along with a Voucher page for non-electronic payment.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update 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 update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37614

  • Added revised Special Fuel Tax Report (J01) [Taxpayer Type DSTSF] effective May 1, 2016.  Two new schedules and additional schedule fields added, along with a Voucher page for non-electronic payment.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update 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 update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-37615

  • Added revised Motor Fuels Terminal Operator Report (TOR) [Taxpayer Type TOR] effective May 1, 2016. Schedules have some minor changes and several new products have been added.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.  
    • This update 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 update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Ohio

RTEF-37886 (ADM-8731)

  • Updated Petroleum Activity Tax Quarterly Return (PATQ) [Taxpayer Type PACT] to allow aviation gasoline (125) to be reported with the category 'Diesel/Other fuels' per discussion with the State.
  • Actions:
    • This update 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 update affects the calculations on the return - please review values that are calculated differently due to this change.

Oregon

RTEF-38439 (ADM-9067)

  • Corrected the Use Fuel Seller Tax Report (735-1334) [Taxpayer Types USESM, USESQ, USESA] to prevent recalculations after it has been filed.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

United States

 RTEF-37445 (ADM-8491, ADM-8608)

  • Updated Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] to allow product_category Biodiesel - Undyed (6) on schedule INT360U and product_category Ethanol Blends (2), Methanol Blends (3), Undefined Product (15), and Other Product (16) on schedule INT362U.
  • Actions:
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-37723 

  • Added revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2016. Changes were on Schedule 3 - Certain Fuel Mixtures and the Alternative Fuel Credit. Rates will now populate dynamically.
  • Actions:
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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 update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

  RTEF-38027 

  • Modified the National Oilheat Research Alliance return (NORA-782C) [Taxpayer Type NORA] to accept and display the Buyer data when provided.  
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-38330 (ADM-8704)

  • Added revised Quarterly Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective April 1, 2016 with the following changes:
    • Changes to Part II for healthcare
    • Form is expanded with lines being moved to other pages
    • Schedule C has Line 12 removed and then re-numbered the remaining lines.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Washington

  RTEF-36231  

  • Added XML eFile for the following returns effective July 1, 2016:
    • Fuel Blender Tax Return (FT-441-865) [Taxpayer Type BLD]
    • Fuel Carrier Report (FT-441-868) [Taxpayer Type CAR]
    • Distributor Tax Return (FT-441-866) [Taxpayer Type DST]
    • Aircraft Distributor Tax Return (FT-441-864) [Taxpayer Type DSTAC]
    • Supplier Tax Return (FT-441-867) [Taxpayer Type SPL]
    • Terminal Operator Report (FT-441-863) [Taxpayer Type TOR]
  • Actions:
    • This update affects the visual display of the eFile - please verify the new look of the eFile.
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.
  • NOTE: 
    • Avalara continues to test with the State of Washington.  At the time of release, one return has been approved and we have not yet been assigned a production user id and password.  Plans are to provide a software release after eFiles for all returns have been approved and a production userid and password are assigned.
    • At this time, Washington will accept eFile returns via direct transmission using Avalara.

               RTEF-37863  

  • Added new Fuel Blender Tax Return (FT-441-865) [Taxpayer Type BLD] effective June 1, 2016. Note: Effective date has been set one month prior to filing to allow ending inventories to be entered
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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-37864

  • Added new Fuel Carrier Report (441-868) [Taxpayer Type CAR] effective July 1, 2016.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.
    • This update affects the calculation on the return – please review values that are calculated differently due to this change.
    • This update 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.         

Wisconsin

RTEF-37887 (ADM-8741)

  • Updated the validation rules to no longer allow FEIN or SSN of '999999999' to be used on the Wisconsin Combined Monthly Fuel Summary Report (MF-002) for Carrier (CAR), Supplier (SPL), and Terminal Operator (TOR).
  • Actions:
    • This update 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 update affects the calculation on the return – please review values that are calculated differently due to this change.                 

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-37605

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for April 30, 2016.

RTEF-37885

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

Data Import Updates

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

ZMS-25164

  • Updated Import and Automatic Tax Session Creation to verify the company license prior to creating new tax sessions.

ZMS-25817 (ADM-9073)

  • Added retry code to the bulk insert of schedule transactions to pause 3 seconds and retry up to 3 times.
  • Added logging to the audit log for Data Import if an exception occurs.

eFiling Updates

This section contains updates related to eFiling.

ZMS-24628

  • Changed the button text on eFiling > eFile Submissions> eFile Viewer for submitted eFiles from "Delete" to "Remove Details" to more accurately indicate the action.
  • Added a message in the Tax Session History Log for each tax session included in a submitted eFile.
  • Added a message in the Tax Session History Log for each tax session included in a submitted eFile where the details have been removed.

Maintenance Updates

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

ZMS-25380 (ADM-8562 and ADM-8668)

  • Updated Maintenance > Countries to allow front end users to add and edit alternates for countries.

Tax Filing Updates

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

ZMS-25385 (ADM-8673 and ADM-9000)

  • Improved the wording of the message on Tax Filing > Transactions when selecting a product for a schedule transaction to ‘Limit Product list based on allowable Product Categories for this Schedule’ from ‘Show Only Products for this Schedule’.

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.

 

 

Avalara Returns Excise
5.25.21 Update

Release Highlights

Revision date: 8/16/16

Product release: August 16, 2016

 

 

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.  © 2016 Avalara, Inc. All rights reserved.  Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile, are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries.  All other trademarks are property of their respective owners.

 

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 is 0 revised form and 0 new forms.

 

United States

Illinois           

RTEF-38725 (ADM-9191)

  • Updated Cook County Gasoline Tax Return (Form GRET0700) [Taxpayer Type COCOG] to generate schedule pages for schedules B-1 and B-2 when there are more than 14 records.
  • Actions:
    • This update affects the calculations on the return - please review totals on schedule pages include all records.
    • This update affects the visual display of the return - please verify all the records display.

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.

 

  • Was this article helpful?