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Avalara Excise Returns 5.27.0

This article applies to:Avalara Excise

Avalara Returns Excise
5.27.0

Release Highlights

Revision date: 12/1/16

Product release: December 1, 2016

 

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Rate and Rule Updates

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

In this release there is 0 new rates added after the 2016.11.23-5.27.0 Content Release.   New rates are identified with ‘*’.

United States

Indiana

RATE-10265

Added Gasoline Use Tax rate of .114 effective December 1, 2016.

http://www.in.gov/dor/reference/files/dn02.pdf

Kansas

RATE-10228

Added the following tobacco rates for new tax return Tobacco Products Monthly Report (TB-43) and Out -of-State Tobacco Products Distributors Selling into Kansas effective January 1, 2016:

  • Other Tobacco Products                                 .10
  • OTP Discount                                                 .04

Michigan

RATE-10256

Added new Prepaid Sales Tax rates effective December 1, 2016:

  • State Prepaid Sales Tax – Gasoline                 .115
  • State Prepaid Sales Tax – Diesel                     .129
  • State Prepaid Sales Tax – Biodiesel                .129

http://www.michigan.gov/documents/treasury/RAB_2016-22_Prepaid_Sales_Tax_Rate_on_Fuel_December_2016_541291_7.pdf

Pennsylvania

RATE-10231

Added the following tobacco rates for new tax return Tobacco Products Monthly Report (REV-679) effective January 1, 2017:

  • Smokeless Tobacco < 1.2 oz.                                                 .66
  • Smokeless Tobacco 1.2 oz. or Greater                                    .55
  • RYO/Smoking Tobacco < 1.2 oz. or Greater                             .66
  • RYO/Smoking Tobacco 1.2 oz. or Greater                                .55
  • E-Cigarettes/E-Cigarette Products                                          .40

Vermont

RATE-10229

Added new City of Winhall Sales and Use tax rate of .01 effective July 1, 2010.

http://tax.vermont.gov/business-and-corp/sales-and-use-tax/local-option-tax/municipalities

West Virginia

RATE-10227

Added the following tobacco rate for new tax return Tobacco Products Excise and Use Tax Report (TPT709) effective July 1, 2016:

  • State Use Tax                                                 .06

Scenario Updates

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

United States

Alabama

RTEF-39178

Obsoleted scenario schedules/scenario ids for the Inspection Fees on Sales of Petroleum Products Sold in the State of Alabama Monthly Remittance Form (AL. I.F. #1) on the following schedule effective September 30, 2016:

  • INT01             25650
  • INT02             25651, 25657
  • INT03             60045, 60046
  • INT04             25652, 60040
  • INT05             25653
  • INT06             25654, 60041
  • INT07             60047, 60048
  • INT08             60051, 60052
  • INT09             60049, 60050
  • INT10             25655, 60042
  • INT11             60043, 60044
  • INT12             60053, 60054
  • INT13             25656
  • INT14             25658

Obsoleted the following product categories in scenario/schedule products on the Inspection Fees on Sales of Petroleum Products Sold in the State of Alabama Monthly Remittance Form (AL. I.F. #1) effective September 30, 2016 for schedules INT01, INT10, INT11, INT13 and INT14:

  • Gasoline (1)
  • Lubricating Oil (2)
  • Aviation Fuel (3)
  • Jet Turbine Fuel (4)
  • Diesel Fuel - Undyed (5) 
  • Diesel Fuel – Dyed (6)
  • Kerosene – Undyed (7)
  • Heating Oil (9)
  • Ethanol Blends (10)
  • Ethanol 100% (13)

Obsoleted the following product categories in scenario/schedule products on the Inspection Fees on Sales of Petroleum Products Sold in the State of Alabama Monthly Remittance Form (AL. I.F. #1) effective September 30, 2016 for schedules INT02, INT03, INT04, INT05 and INT06:

  • Gasoline (1)
  • Lubricating Oil (2)
  • Aviation Fuel (3)
  • Jet Turbine Fuel (4)
  • Diesel Fuel - Undyed (5) 
  • Diesel Fuel – Dyed (6)
  • Kerosene – Undyed (7)
  • Heating Oil (9)
  • Ethanol Blends (10)

Obsoleted the following product categories in scenario/schedule products on the Inspection Fees on Sales of Petroleum Products Sold in the State of Alabama Monthly Remittance Form (AL. I.F. #1) effective September 30, 2016 for schedules INT07, INT08, INT09 and INT12:

  • Diesel Fuel - Dyed (6)
  • Kerosene - Dyed (7)
  • Heating Oil (9)

California

RTEF-39116

Added scenario schedules/scenarios ids to support new schedule 3Y on the Supplier of Diesel Fuel Tax Return (BOE-501-DD) effective February 1, 2016:

  • 3Y                  27310,27311

Added the following product categories in scenario/schedule products for new schedule 3Y on the Supplier of Diesel Fuel Tax Return (BOE-501-DD) effective February 1, 2016:

  • Kerosene Undyed (4)
  • Kerosene Dyed (5)
  • Jet Fuel (7)
  • Methanol (10)

District of Columbia

RTEF-36953

Added scenario schedules/scenarios ids to support new Wholesaler’s Quarterly Report of Sales of District of Columbia Stamped Cigarettes and/or Roll-Your-Own Tobacco (FR-467-E) effective October 1, 2015 for the following schedule:

  • INT01             80900

Added the following product categories in scenario/schedule products for schedule INT01 on the new Wholesaler’s Quarterly Report of Sales of District of Columbia Stamped Cigarettes and/or Roll-Your-Own Tobacco (FR-467-E) effective October 1, 2015:

  • Cigarettes (56)
  • Roll-Your-Own (58)

RTEF-36954

Added scenario schedules/scenarios ids to support new Tobacco Products Excise Quarterly Tax Return (FR-1000Q) effective October 1, 2015 for the following schedule:

  • INT01             80920

Added the following product categories in scenario/schedule products for schedule INT01 on the new Tobacco Products Excise Quarterly Tax Return (FR-1000Q) effective October 1, 2015:

  • Roll-Your-Own (58)
  • Little Cigars (60)
  • Other Tobacco Products (61)
  • Vapor (62)

Indiana

RTEF-38883

Added scenario schedules/scenario ids to support new Aviation Fuel Excise Tax (AVF-150) effective January 1, 2016 for the following schedules:

  • INT01             9080
  • INT02              9081

Added the following product categories in scenario/schedule products for schedules INT01 and INT02 on the new Aviation Fuel Excise Tax (AVF-150) effective January 1, 2016:

  • Jet Fuel (4)
  • Aviation Gasoline (15)

Louisiana

RTEF-39044

Modified scenario/schedule products to remove invalid product categories Other Tobacco Products (50) and Vapor (51) on the Tobacco Tax Return (R-5604) effective July 1, 2015 for the following schedules:

  • R-5604-B(C)
  • R-5604-B(P)

Modified scenario/schedule products to include missing product categories Other Tobacco Products (61) and Vapor (62) on the Tobacco Tax Return (R-5604) effective July 1, 2015 effective July 1, 2015 for following schedules:

  • R-5604-B(C)
  • R-5604-B(P)

Modified scenario/schedule products to remove invalid product category Smoking Tobacco (54) on the Tobacco Tax Return (R-5604) effective July 1, 2015 for the following schedules:

  • R-5602-NPM
  • R-5603-PM
  • R-5611-NPM-1
  • R-5611-NPM-2
  • R-5611-PM-1
  • R-5611-PM-2
  • R-5612-NPM
  • R-5612-PM
  • R-5613-NPM-1
  • R-5613-NPM-2
  • R-5613-PM-1
  • R-5613-PM-2

Modified scenario/schedule products to include missing product category RYO (58) on the Tobacco Tax Return (R-5604) effective July 1, 2015 effective July 1, 2015 for following schedule:

  • R-5602-NPM
  • R-5603-PM
  • R-5611-NPM-1
  • R-5611-NPM-2
  • R-5611-PM-1
  • R-5611-PM-2
  • R-5612-NPM
  • R-5612-PM
  • R-5613-NPM-1
  • R-5613-NPM-2
  • R-5613-PM-1
  • R-5613-PM-2

Minnesota

RTEF-39057

Modified scenario/schedule products to remove invalid product category Other Tobacco Products (50) on the Tobacco Tax Monthly Return (CT301) effective June 1, 2015 for the following schedules:

  • CT301-T-1
  • CT301-T-2
  • CT301-T-3
  • CT301-N

Modified scenario/schedule products to include missing product category Other Tobacco Products (61) on the Tobacco Tax Monthly Return (CT301) effective June 1, 2015 for following schedules:

  • CT301-T-1
  • CT301-T-2
  • CT301-T-3
  • CT301-N

North Carolina

RTEF-39053

Modified scenario/schedule products to remove invalid product categories Other Tobacco Products (50) and Vapor (51) on the Tobacco Report Tax-Paid Products of Nonparticipating Manufacturers (B-A-7) effective June 1, 2015 for schedule INT01.

Modified scenario/schedule products to include the missing product categories Cigarettes (56) and Roll-Your-Own (58) on the Tobacco Report Tax-Paid Products of Nonparticipating Manufacturers (B-A-7) effective June 1, 2015 for schedule INT01.

RTEF-39055

Modified scenario/schedule products to remove invalid product categories Other Tobacco Products (50) and Vapor (51) on the Monthly Other Tobacco Products Excise Tax Return (B-A-101) effective June 1, 2015 for the following schedules:

  • INT01
  • INT02
  • INT03
  • INT04

Modified scenario/schedule products to include the missing product categories Other Tobacco Products (61) and Vapor (62) on the Monthly Other Tobacco Products Excise Tax Return (B-A-101) effective June 1, 2015 for following schedules:

  • INT01
  • INT02
  • INT03
  • INT04

Ohio

RTEF-38926

Added scenario schedules/scenario ids to support the revised Fuel Dealer’s Tax Return effective November 1, 2016 for the following schedule:

  • INT01             2426

Added the following product categories in scenario/schedule products for new schedule INT01 on the revised Fuel Dealer’s Tax Return effective November 1, 2016:

  • Gasoline (1)
  • Diesel Fuel - Undyed (2)
  • High Sulfur Diesel - Dyed (3)
  • Low Sulfur Diesel – Dyed (4)
  • Kerosene (5)
  • Other (6)
  • Propane (7)
  • CNG (8)
  • LNG (9)

RTEF-38927

Added scenario schedules/scenario ids to support the revised Terminal Operator Return effective November 1, 2016 for the following schedule:

  • INT01             2504
  • Added the following product categories in scenario/schedule products for new schedule INT01 on the revised Terminal Operator Return effective November 1, 2016:
    • Gasoline (1)
    • Diesel Fuel - Undyed (2)
    • High Sulfur Diesel - Dyed (3)
    • Low Sulfur Diesel – Dyed (4)
    • Kerosene (5)
    • Other (6)
    • Propane (7)
    • CNG (8)
    • LNG (9)

West Virginia

RTEF-38438

Added scenario schedules/scenario ids to support new Tobacco Products Excise and Use Tax Report (TPT-702) effective July 1, 2016 for the following schedules:

  • 1A                  84800
  • 1B                  84801
  • 2A                  84802
  • 2B                  84803
  • 3A                  84804
  • 3B                  84805

Added product category Cigarettes (56) in scenario/schedule products on the new Tobacco Products Excise and Use Tax Report (TPT-702) effective July 1, 2016 for the following schedules:

  • 1A
  • 1B

Added product category Other Tobacco Products (61) in scenario/schedule products on the new Tobacco Products Excise and Use Tax Report (TPT-702) effective July 1, 2016 for the following schedules:

  • 2A
  • 2B

Added product category Vapor (62) in scenario/schedule products on the new Tobacco Products Excise and Use Tax Report (TPT-702) effective July 1, 2016 for the following schedules:

  • 3A
  • 3B

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 4 new forms.                   

United States

Alabama

RTEF-39178

Obsoleted the following Environmental returns and associated schedules [Taxpayer Type ENV] effective 9/30/2016:

  • Monthly Remittance Form (AL.I.F. #1)
  • Report of Gasoline, Lubricating Oils, Jet Fuel, Kerosene, and Dyed Diesel Fuel Receipts and Sales (AL.I.F. #2)
  • Exempt Sales, Exchanges, and Customer Imports on which Inspection Fees were not Collected (AL.I.F. #3)

·         Actions:

  • This update affects the ability to access the return and schedules after the obsolete date.

Arizona

  RTEF-39235

Updated Monthly Arizona Supplier Tax Report (TAX 120) [Taxpayer Type SPL] to correct calculation on Page 10 Line 14 UST Sales 97 98.

Actions:

  • This update affects the calculations on the return - please review values that are calculated differently due to this change.

California

RTEF-39116 (ADM-9429)

Added Schedule 3Y "Imports Below the Rack not Subject to Tax" to the Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD].

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 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.

District of Columbia

RTEF-36953 

Added new Wholesaler's Quarterly Report of Sales of DC Stamped Cigarettes and/or RYO Tobacco by Manufacturer's Brand Family Return (FR-467-E) effective January 1, 2016.

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 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-36954 

Added new Tobacco Products Excise Quarterly Tax Return (FR-1000Q) effective October 1, 2015.

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 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.

Illinois

RTEF-38979 (ADM-9377) 

Added validation rule to no longer allow 'Various' as a city on Motor Fuel Distributor-Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] per 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.

Indiana

RTEF-38883

Added new Aviation Fuel Excise Tax (AVF-150) [Taxpayer Type DLRA] effective October 1, 2013.

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 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-39260 (ADM-9488)

Updated Terminal Operator's Monthly Tax Return (FT-501) [Taxpayer Type TOR] to allow No Activity reports to be filed via EDI per change from the State.

Actions:

  • This update affects eFile generation - please review eFile for creation of No Activity returns.

Louisiana

RTEF-39044

Updated Tobacco Tax Return (R-5604) [Taxpayer Type TBATP] to use new tobacco tables.

Actions:

  • This update affects the calculations on the return - please review values that are calculated differently due to this change.            

Minnesota

RTEF-39057

Updated Tobacco Tax Monthly Return (CT301) [Taxpayer Type TBOTP] to use new tobacco tables.

Actions:

  • This update affects the calculations on the return - please review values that are calculated differently due to this change.                     

Missouri

RTEF-39077

Corrected Distributor's Monthly Tax Report (Form 4757) [Taxpayer Type DST] to allow Line 11 on Page 1 to calculate correctly.

Actions:

  • This update affects the calculations on the return - please review values that are calculated differently due to this change.                      

Montana

RTEF-38180

Modified the eFile download process to provide a file name consistent with the state of Montana's naming convention. Also changed the eFile extension to be a .txt file per state instruction.

Actions:

  • This update affects the file name when eFiling the return - please review the new file name created when generating the eFile due to this change.

New Mexico

RTEF-39035 (ADM-9391)

Obsoleted the New Mexico XML Version 1.1 effective 7/31/2010.

Actions:

  • This update affects the eFile version dropdown when generating the eFile.

North Carolina

RTEF-39053

Updated form Tobacco Report – Tax Paid Products of Nonparticipating Manufacturers (B-A-7) [Taxpayer Type TBNPM] to use new tobacco tables.

Actions:

  • This update affects the calculations on the return - please review values that are calculated differently due to this change.                    

RTEF-39055

Updated form Monthly Other Tobacco Product Excise Tax Return (B-A-101) [Taxpayer Type TBOTP] to use new tobacco tables.

Actions:

  • This update affects the calculations on the return - please review values that are calculated differently due to this change.     

 Ohio

RTEF-38926

Added revised Fuel Dealer's Tax Return [Taxpayer Type DLR] effective November 1, 2016 with the following changes:

Added new beginning inventory schedule INT01 to facilitate processing of amended inventory.

Added Taxpayer Preference 'Enable Copy Inventory' functionality to allow beginning inventory to be copied from previous session's ending inventory schedule 15C.   

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-38927

Added revised Terminal Operator Return [Taxpayer Type TOR2] effective November 1, 2016 with the following changes:

Added new beginning inventory schedule INT01 to facilitate processing of amended inventory

Added Taxpayer Preference 'Enable Copy Inventory' functionality to allow beginning inventory to be copied from previous session's ending inventory schedule 15C.   

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.

Oregon

RTEF-39111

Removed a duplicate schedule INT01 Emblem validation rule for License State on the Use Fuel Vehicle Emblem application (735-1326) [Taxpayer type APEMB]. If License State is missing only one error should display.

Actions:

  • This update affects the display of the validation of rules on the affected schedules.

Washington

RTEF-38613 (ADM-9081) 

Added Report Validation to warn that disbursements are greater than receipts and transaction validation to warn that billed units must equal gross OR net units on the following returns:

  • Aircraft Distributor Tax Return (FT-441-864) [Taxpayer Type DSTAC]
  • Fuel Blender Return (FT-441-865) [Taxpayer Type BLD]
  • Distributor Tax Return (FT-441-866) [Taxpayer Type DST]

Added transaction validation to warn that billed units must equal gross OR net units, that gallons cannot be zero, that buyer FEIN cannot be '999999999', and that destination cannot be 'WA' on schedule 6A for Supplier Tax Return (FT-441-867) [Taxpayer Type SPL].

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-39004 (ADM-9389) 

Modified Distributor Tax Return (FT-441-866) [Taxpayer Type DST] validation rule on Schedule 2E to no longer require 'WA' destination.

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-39138 (ADM-9237, ADM-9439) 

Updated XML generation to ensure formatting of Paid Preparer PTIN follows XSD restrictions (P followed by 8 digits).  PTIN is based on preparer / taxpayer contact if available, otherwise state license number)

Actions:

  • This update affects the formatting of fields during eFile generation.        

West Virginia

RTEF-38438 

Added new West Virginia Tobacco Products Excise and Use Tax Report (TPT-702) effective July 1, 2016.

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.

Wisconsin

RTEF-39078 

Modified the message logged to eFile generation when the license number is not formatted properly.

Actions:

  • This update affects the message in the history log when license number is not properly formatted.

Wyoming

RTEF-38655 (ADM-9187) 

Added transaction validation to no longer allow leading zeros, slashes, or dashes in the bill of lading numbers for the following returns:

  • Common and Contract Carrier Petroleum Product Schedule of Deliveries (WY-CAR-01) [Taxpayer Type CAR]
  • Dealer Monthly Consolidated Fuel Report (DLR) [Taxpayer Type DLR]
  • Distributor, Importer, Exporter Monthly Tax Return (DIE) [Taxpayer Type DSTIE]
  • Supplier Monthly Tax Return (SPL) [Taxpayer Type SPL]

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.

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-38987

Modified return generation process to be consistent in using 'PDF Amended Schedules' flag when generating amended schedules. Returns affected include the following:

  • Pennsylvania - Monthly Carrier's Report of Liquid Fuel and Fuels Delivered DMF-26 [Taxpayer Type CAR]
  • Pennsylvania - Liquid Fuels and Fuels Tax Report REV-1096A [Taxpayer Type DST]
  • Rhode Island - Motor Fuel Distributor's Tax Return Form MFT-1 [Taxpayer Type DST]
  • Rhode Island - Motor Fuel Special Distributor Tax Report Form T-12 [Taxpayer Type DSTSF]
  • Rhode Island - Uniform Oil Response and Prevention Fee Form UORF-1 [Taxpayer Type ENV]
  • Rhode Island - Environmental Protection Regulatory Fee Return Form EPRF-1 [Taxpayer Type ENVP]
  • South Carolina - Motor Fuel Bonded Importers Monthly Return L-2105 [Taxpayer Type IMPB]
  • Texas - Texas Fuels Tax Report Diesel Fuel Distributor 06-168-A [Taxpayer Type DSTD]
  • Texas - Texas Fuels Tax Report Diesel Fuel Importer 06-168-A [Taxpayer Type IMPD]
  • Texas - Texas Fuels Tax Report Diesel Fuel Supplier 06-168-A [Taxpayer Type SPLD]
  • Texas - Texas Fuels Tax Report Gasoline Supplier 06-168-A [Taxpayer Type SPLG]
  • Texas - Texas Fuels Tax Report Gasoline Permissive Supplier 06-168-A [Taxpayer Type SPLPG]
  • Vermont - Motor Fuel Distribution Report - Importations CVO-09 [Taxpayer Type DSTMI] 

RTEF-39038

Corrected an issue when generating a license key to consistently accept check box selections.    

RTEF-39163

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

RTEF-39170

Moved Propylene FTA code 075 (product category 21) to Blendstocks (product category 36).

ZMS-24096

Added new fields used for Tobacco forms on schedule transactions to support tobacco enablement in the system:

  • Product tobacco id – unique identifier
  • Stamp attribute – example: color
  • Country of origin – Country where product was grown, processed or manufactured
  • Tribal reservation – Indian/tribal reservation names
  • Tribal name – Name of Tribe
  • Tribal id code – Tribal FEIN
  • Contact info 1 – Additional Contact Information
  • Contact info 2 - Additional Contact Information
  • Contact info 3 - Additional Contact Information
  • Contact info 4 - Additional Contact Information
  • Importer id - Importer Business Account associated with transaction

Added new types to Unit of Measure table:

  • Carton – CAR
  • Case – CSE
  • Pack – PAK
  • Stick - STK

Added a new Tobacco Products table.

Added a new Tobacco Manufacturer table.

Added ability to import Tobacco Schedule Transactions.

ZMS-25058

Removed the unused table, 'company_eft_payments' from the database.

ZMS-25310

Corrected typo of word ‘received’ in description for Dashboard > Add Widgets > Message Center.

ZMS-25346

Increased the size of the unit_price field on schedule_transaction table to a maximum value of 999999.999999.  Previously it held a maximum of 999.999999.

ZMS-25505

Updated Calendar and Tax Filing Calendar widgets on Dashboard to allow m/d/yy entry as a valid format.

ZMS-25513

Updated Dashboard > Tax Filing Calendar widget and Calendar widget to respond to single click instead of double click.

ZMS-25532

Added ability to create a new event when clicking on date in Events view on Dashboard > Tax Filing Calendar widget or Calendar widget.

ZMS-25538

Added country code, jurisdiction, and taxpayer type to return-based events on Dashboard >Tax Filing calendar widget.

ZMS-25558

 Added validation on ‘Event Date’ field on Tax Filing Calendar widget on the Dashboard.

ZMS-25959

Added ability to filter Tax Session Workflows widget by Taxpayer Type.   Navigate to Dashboard > Tax Session Workflow widget and click on Widget Settings icon.  Enter the taxpayer type abbreviation (example:  CAR, DRL, DST, SPL, TOR, etc.)

ZMS-25977

Updated validation checking for several SalesForce and CertCapture site and company settings to prevent invalid data being entered.  No functionality or existing values were changed.

ZMS-25993 (ADM-9281 and ADM-9527)

Added ability to allow users to hide read messages in dashboard widget.  A new widget setting of ‘Display new messages only’ was added.   When it is set to Yes, the grid will refresh and only display unread messages.

ZMS-26002 (ADM-4478)

Updated when logging in using Chrome, if an invalid login is attempted, only one call is made and counts as one failure.  Previously, one invalid login attempt was counting as two failures and locking out a user twice as fast.  

ZMS-26017

Updated DataStore caching to filter by master company id to improve performance.

ZMS-26222

Added two new fields to Schedule Columns table for Tobacco enablement:

  • parent_field_name
  • view_only ind

ZMS-26322

Added updated version of User Guide. 

ZMS-26400

Updated CertCapture to not save manual override id’s to the business account custom id field. 

 

Admin Updates

This section contains updates related to administration of the product.

ZMS-23768 (ADM-7190)

Added ‘Status Indicator’ field to export of grid on Admin > System Activity.

ZMS-24816 (ADM-8118 and ADM-8143)

Updated ‘Role Descriptions’ to be more detailed on Admin > Roles page for Maintenance Company Account and Maintenance Company Account Subtypes.

Updated the following role name descriptions to begin with ‘Government Licenses only:’

  • Account Registration Generate Government Override- View
  • Account Registration Generate Government Override -Edit
  • Audit Management Government Override – Edit
  • Audit Management Government Override - View
  • Return Government Override - View
  • Return Government Override - Edit
  • Return Gov File Pay Tax Return - View
  • Return Gov File Pay Tax Return - Edit
  • Return Gov File Tax Return Payment Optional - View
  • Return Gov File Tax Return Payment Optional - Edit
  • Return Gov File Tax Return Payment Required - Edit
  • Return Gov File Tax Return Payment Required - View

ZMS-25186

Corrected misspelled words on Admin > Site Settings >Setting Description:

  • For ‘Number of days until a password expires’ ‘unitill’ was updated to ‘until’
  • For ‘eFile Engine - Pooling Rate (ms)’ - Pooling was updated to ‘Polling’.
  • For ‘Return Engine - Pooling Rate (ms)’ -  Pooling was updated to ‘Polling’

ZMS-25613

Indented text for products, categories and subtypes on Admin > Support Cases > Support Case to make the distinction more obvious.

ZMS-25920 (ADM-9194)

Updated to include the ‘FormattedMessage’ column when exporting the Admin > Audit Log.  Changed the column header name to ‘Message’ from ‘Full Message’.  

ZMS-25951 (ADM-9245)

Updated to display an error message if attempting to delete a role that is assigned to an active user.  Error message: ‘Cannot delete role.  It is in use by XX user(s).’

Data Import Updates

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

ZMS-25063 (ADM-8339)

Added additional message to the Process Job's description if the job encounters a critical error when importing schedule transactions via the Dashboard.

ZMS-25933   

Added functionality to set terminal code on import when transaction does not contain a terminal code but matches a terminal company account.

 

eFiling Updates

This section contains updates related to eFiling.

ZMS-25343

Updated eFiling > eFile Submissions message to ‘Please select your eFile to transmit.  The eFile will be submitted directly to the taxing jurisdiction.

Maintenance Updates

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

ZMS-23873

Added functionality to prevent users from setting Company Account obsolete date earlier than an existing tax session start period.  An error message will display if a tax session exists earlier than obsolete date.

ZMS-23911

Updated Comments tab to display grid options on both the top and bottom of grid.   This applies to Comment tab found on Company Account, Companies, and Session Details.

ZMS-24274 (ADM-7580)

Enhanced to update the parent Schedule Profile and Schedule Scenario’s ‘updated date’ when child records on ‘Details’ tab are added or updated. 

ZMS-25144

Added new Tax Filing > Tax Filing Calendar page.   The page allows the user to see all events for the selected month.  There are options to filter events by type, event user, status, and jurisdiction.  The event list will be limited to the month selected and all events will be highlighted for the selected date.

ZMS-25397

Changed the default value of the "Assign default Bill of Lading Date (first day of period) on schedules when exported to Archive File (TRUE/FALSE)" and "Assign default Bill of Lading Date (first day of period) on schedules when exported to Import File with Schedule Query Wizard (TRUE/FALSE)" company settings to TRUE. When TRUE, these settings fill in a default Bill of Lading Date if both the Bill of Lading Date and Invoice Date are missing when creating an Archive file or when creating an import CSV file from Schedules Query Wizard.

Added additional messages to the Archive Creation task and the Import CSV creation task to indicate which transactions had a default Bill of Lading Date applied. If the company setting is set to FALSE a message is written stating this.

ZMS-25471

Removed unused company settings previously used for Zytax 4 conversions from Maintenance > Companies > Settings.

ZMS-25512

Re-ordered fields in Company Accounts Calendar Events grid used to create new records. Added tab indexing to order tabbing from top to bottom instead of left to right.  This is found under Maintenance > Companies > Company Accounts > open a record and click on the Calendar Events tab.

ZMS-25547

Added the ability to select from multiple company information address records when copying address to a new company account.

ZMS-25837 (ADM-9041)

Modified the Master Data Import and Master Data Export (including CSV format) for Locations to accept Locations Obsolete Date.

ZMS-25919

Added ‘API’ to CertCapture settings for User Id and Password on Maintenance > Companies > Settings > CertCapture Settings Category:

CertCapture API User Id

CertCapture API Password

ZMS-25928

Updated Maintenance > Business Entities > Modify Effective/Obsolete Dates grid action to display a warning on system activity if a record cannot be updated.

ZMS-25942

Added Master Data Import and Master Data Export and CSV Import options to Maintenance > Schedule Query Fields.

ZMS-26003

Updated Tax Filing Calendar to run scheduled tasks to create events after a return-based event is added. After the scheduled task has run, the new events will appear on the calendar.

ZMS-26018

Updated the Workflow Task Selector's Evaluate Tax Return Fields task to properly display the selected comparison operator.

ZMS-26032

Added the following columns to Maintenance > Schedule Validation Rules > Columns to be displayed in the grid:

Schedule Effective Date

Schedule Obsolete Date

ZMS-26045

Added the following columns to Maintenance > Business Entities > Columns to be displayed in the grid:

Entity Created By

Entity Created Date

ZMS-26048

·         Added Maintenance > Manufacturers page for Tobacco Manufacturers.

ZMS-26049

Added Maintenance > Products Tobacco page.

ZMS-26105

Adding logging for CSV Import of Maintenance > Locations for the following:

  • If a match was found to a location already processed in this run
  • If a match was found, and update matches mode was set to match only
  • if multiple matches were found
  • If the matched location didn't need an update

ZMS-25616 (ADM-8857)

Added ‘Airport Code’ field to Maintenance > Locations.  The airport code field allows alphanumeric and a max value of 3.

ZMS-26254

Updated Maintenance > Locations > Modify Effective/Obsolete Dates option to limit the mass update to only company specific records.

Reporting Updates

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

ZMS-25484

Added ability to display all transactions or display transactions with specified grouping and summarizing.  This functionality is found under Reporting > Schedule Query Wizard > Columns > Display tab – radio button ‘Transactions’ or ‘Group By/Summarize’. This allows a user to flip between ‘Transactions’ or ‘Group By/Summarize’ without having to change the criteria.

ZMS-25647 (ADM-8948, ADM-9133, and ADM-920

Renamed 'Misc Tab Product Code' field to ‘Product Code String Filter' and 'Misc Tab Schedule Code' field to and 'Schedule Code String Filter’ in Schedule Query Wizard.  These two fields are only for filtering, not for display in the grid.

Updated filters in Schedule Query Wizard for Transportation Mode, Schedule Code, and Product Code to support ‘In’ and ‘Not In’ instead of ‘Equal’ and ‘Not Equal’.  This will allow the ability to select more than one in a filter.

ZMS-25709 (ADM-8959)

Added two new Express Views:  Excise Returns and Excise Schedules.

Excise Returns will display available returns by jurisdiction.

Excise Schedules will display available schedules by jurisdiction and taxpayer type.

ZMS-25931

Updated to keep the right arrow enabled when moving a field to the selected column list in Schedule Query Wizard. 

ZMS-25941

Limited the Jurisdiction selector on Schedule Query Wizard to jurisdictions for created tax sessions, the company(s) selected, and the user’s access.

ZMS-25985 (ADM-9274)

Added new column ‘Template Type’ to Excise Returns Report found under Reporting > Express View > Excise Returns.

ZMS-25986

Added ‘AvaTax Excise Transaction Counts’ to Reporting > Express View.  This view will count a tax call or a transaction prepared in the web service and calls to AvaTax.

ZMS-26051

Added Tobacco Product data to Schedule Query Wizard. 

ZMS-26282 (ADM-9531 and ADM-9534)

Corrected Schedule Query Wizard filters for schedule code field when transactions include custom schedules.

Schedule Transaction Import Updates

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

If you are upgrading Scheduled Transaction Importer to 5.27 version, please follow the below instructions.

With the 5.27 Avalara Returns Excise release there was a change to the data services which required all custom mappers, custom profiles and custom processors to be recompiled with a 5.27 version.  If you use any custom profiles, mappers or processors and you are planning on using the new 5.27 Schedule Transaction Importer, 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.  Everything can be found within the support site ( https://excisesupport.avalara.net/ ). 

In addition to the custom mappers and custom profiles, the new AppSettings.config file will need to be merged with your current AppSettings.config file and the new ZyTax.ZMS.DataServices.Properties.Settings.config file will need to be merged with your current ZyTax.ZMS.DataServices.Properties.Settings.config file.

DATA SERVICE CHANGE (ZyTax.ZMS.DataServices.Properties.Settings.config):  If you are an existing user of Schedule Transaction Importer, then the below highlighted sections need to be updated in your current. ZyTax.ZMS.DataServices.Properties.Settings.config file

ZyTax.ZMS.DataServices.Properties.Settings.config file Prior to 5.27

<!--Avalara Prod - excise.avalara.net-->

<ZyTax.ZMS.DataServices.Properties.Settings>

     <setting name="DataServices_Services_Authentication_AuthenticationService" serializeAs="String">

         <value>https://excise.avalara.net/AuthenticationService.asmx</value>

     </setting>

     <setting name="DataServices_Services_ScheduleTransactionsImport_ScheduleTransactionsImportService" serializeAs="String">

         <value>https://excise.avalara.net/dataservice.asmx</value>

     </setting>

</ZyTax.ZMS.DataServices.Properties.Settings>

 

ZyTax.ZMS.DataServices.Properties.Settings.config file in 5.27 with the items that changed highlighted

<!--Avalara - excise.avalara.net-->

<ZyTax.ZMS.DataServices.Properties.Settings>

  <setting name="DataServices_Services_Avalara_Authentication_AuthenticationService" serializeAs="String">

    <value>https://excise.avalara.net/AvalaraAu...icationService.asmx</value>

  </setting>

  <setting name="DataServices_Services_AvalaraImport_AvalaraImportService" serializeAs="String">

    <value>https://excise.avalara.net/AvalaraImportService.asmx</value>

  </setting>

  <setting name="DataServices_Services_ScheduleTransactionsImport_ScheduleTransactionsImportService" serializeAs="String">

    <value>https://excise.avalara.net/dataservice.asmx</value>

  </setting>

</ZyTax.ZMS.DataServices.Properties.Settings>

 

 

APPLICATION SETTINGS CHANGE (AppSettings.config):  If you are an existing user of Schedule Transaction Importer, then the below highlighted sections need to be updated in your current AppSettings.config file

<add key="DataServices" value="PROD,UAT" />

 

<add key="UAT" value="https://exciseua.avalara.net/AvalaraImportService.asmx" />

<add key="PROD" value="https://excise.avalara.net/AvalaraImportService.asmx" />

 

NOTE:   If you did not take the 5.26 Schedule Transaction Importer Update, then the following lines will also need to be added to your current AppSettings.config file:

 

<add key="DefaultDirectoryForSavedGenericDelimitedTableMappings" value="C:\" />
<add key="DefaultExtensionForSavedGenericDelimitedTableMappings" value=".xml" />

<add key="GenericTableMapper" value="ZyTax.ZMS.ClientDataMappers.GenericTable.StandardGenericTableMapper" />

PRO-1767

Added a new Schedule Transaction Import setting to reset Tax Session workflows to the beginning. If a tax session is subscribed to a workflow and schedule transactions are imported and this setting is on, the workflow will be reset to the beginning during the Last Batch Processing import job. The setting can be found on the Data Settings' General tab of the Data File Import page. If the box is checked, a workflow, if available, will be reset.

PRO-1786 (ADM-9313)

Corrected Oracle connection for Schedule Transaction Importer. 

PRO-1789

Added functionality to import the following tobacco product fields:

  • Country Code
  • Region/State
  • Product Name
  • Universal Product Code
  • State Assigned Code
  • Style
  • Unit of Measure
  • Units Per Package

PRO-1790

·         Updated Schedule Transaction Importer User Interface to match the data settings tab on the website’s ‘Data File Import’ screen.

PRO-1791

·         Updated automation to correctly populate filing mode with ‘Ignore’ if Primary Filing Mode 2.

PRO-1794

·         Added ‘Airport Code’ field to Avalara Data Adapter > Location Import. 

 

Tax Filing Updates

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

  

ZMS-24367

Updated Tax Filing > Transactions > Product Code Field drop down ‘Limit Product list based on allowable Product Categories for this Schedule’ to limit the products in the drop down to products that are only valid for specific return, i e only tobacco products should be visible for tobacco returns, only fuel products should be visible on fuel excise returns.

ZMS-25060

Updated Schedule Transactions Import jobs to mark batches with 0 transactions as passed. This does not apply if the import only includes one batch or if the batch without transactions is the last batch.

ZMS-25144

Added new Tax Filing > Tax Filing Calendar page.   The page allows the user to see all events for the selected month.  There are options to filter events by type, event user, status, and jurisdiction.  The event list will be limited to the month selected and all events will be highlighted for the selected date.

ZMS-25188

Added site settings to help configure the amount of time a workflow waits before checking to see if a task has completed.

The following site settings work together: Workflow Engine - Number of Days before Wait Time Increased (0 for infinite), Workflow Engine - Workflow Task Polling Rate (ms), and Workflow Engine - Number of seconds to pause while waiting for a task to complete (seconds).

Set the Workflow Engine - Number of Days before Wait Time Increased (0 for infinite) to a value greater than 0. This setting controls how many days a waiting task is considered current. Once the number of days a task remains waiting is greater than the value in the site setting the amount of time between checks is set to two minutes. If the value of 0 is left in this setting the number of days a task is waiting will always be greater than 0 and the task will wait two minutes before checking the task again.

Set the Workflow Engine - Workflow Task Polling Rate (ms) to a value in milliseconds. The default value is 10 seconds and this is a good value.

Set the Workflow Engine - Number of seconds to pause while waiting for a task to complete (seconds) to the number of seconds you wish to pause between checks to see if the waiting task has completed. The default value is 60 seconds. The value should be equal to or greater than the polling rate.

ZMS-25511

Added ‘Event Title’ column to Tax Filing > Calendar Events.

ZMS-25830

Changed the ‘updated_by’ value to populate with ‘Filing.Process’ instead of ‘Workflow’ when locking business accounts and locations when a tax session is filed.

ZMS-25972 (ADM-9221)

Updated Schedule Transaction Import to properly create tax sessions when multiple countries are included in the same import file.

ZMS-25990 (ADM-8737)

Updated the error message on Schedule Transaction Import to ‘Could not find usable/valid tax session.  Verify Company Accounts for the time period.  Please check the process logs for further details’ from ‘Could not find a usable/valid tax session.  Please check the process logs for further details.’

ZMS-26028 (ADM-9358)

Removed ‘Delete all unlocked locations’ and ‘Delete all unlocked business entities’ from Tax Filing > Transactions > Delete All Transactions.

Delete all unlocked locations’ was moved to Maintenance > Locations dropdown in lower left corner of the page.

Delete all unlocked business entities’ was moved to Maintenance > Business Entities dropdown in lower left corner of the page.

ZMS-26168

Added ability to view return guidelines.  Navigate to Tax Filing > Tax Sessions > Session Details. In the ‘Header Section’ if Return Guidelines are available there will be a link ‘Return Guidelines’.

  • Return Guidelines are also available by navigating to Tax Filing > Return Guidelines.
  • Return Guidelines provides return specific guidelines to clients.  The guidelines are not intended to provide tax advice, but to document return and any associated eFile processing.
  • The Return Guidelines link will be shown only when return guidelines are available for a particular return effective date.
  • As returns are revised or new returns added, additional return guidelines will be provided.
  • Along with Return Guidelines, Comments are available to add any company-specific notes.  Comments associated with Return Guidelines carry forward from one filing period to the next.

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
5.27.1 Update

Release Highlights

Revision date: 12/14/2016

Product release: December 14, 2016

 

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.

United States

 

Oregon

RATE-10299

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

Alabama

RTEF-39461

  • Updated Monthly Inspection Fee return (IFR) [Taxpayer Type MIF] to run in Oracle.
  • Actions:
    • This update affects the ability to generate the return in Oracle.

Missouri

RTEF-39534 (ADM-9644)

  • Corrected summing of gallons on schedules for Distributor return (FORM 4757) [Taxpayer Type DST].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

West Virginia

RTEF-39338 (ADM-9539)

  • Added revised Motor Fuel Exporter Return (MFT-511) [Taxpayer Type EXP] effective November 1, 2016.  Updates included lines for discount calculations on Page 1, Section 1.
    • Provided prompts to indicate whether to receive a refund, apply any credit to next month's return, or specify the credit be applied to either the Importer or Supplier return.  Also provided a prompt to enter the period when the credit applies.
  • 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.

RTEF-39383

  • Updated eFile generation to populate discount from page 1, section 1, line 12, of the Motor Fuel Exporter Return (MFT-511) [Taxpayer Type EXP].
  • Actions:
    • This update affects eFile generation - please review eFile for inclusion of Exporter discount.

Wyoming

RTEF-39560 (ADM-9662)

  • Corrected schedule validation rule 91874 from causing a comparison error when Bill of Lading started with a character instead of numeric value for Distributor Importer Exporter return (DIE) [Taxpayer Type DSTIE].
  • Actions:
    • This ticket affects the validation of Bill of Lading on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

General Product Updates

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

ZMS-26379

  • Enhanced Single Sign On via SAML authentication integration to provide additional alternate verification of Certificate and Issuer names.

ZMS-26455

  • Corrected an issue with sites that have Active Directory integration enabled to be able to use the newest version of Schedule Transaction Importer.  The web.config file that gets applied to web servers was modified to enable Schedule Transaction Importer to authenticate properly.

Tax Filing Updates

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

ZMS-26457

  • Fixed a performance issue on the Tax Filing > Tax Sessions page that was caused by Validation hash modifications in the 5.27.0 release.  The hash is used to determine if returns need to be re-generated.  The hash was being reset incorrectly when generating a return, or generating an eFile.  

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.


 

Release Highlights

Revision date: 1/3/17

Product release: January 3, 2017

 

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 0 new rates added after the 2016.12.22-5.27.10 Content Release.   New rates are identified with ‘*’.

Canada

RATE-10267

  • Added new tax rates effective October 1, 2016 for Nova Scotia Collector Return:
    • Compressed Natural Gas      .154
    • Liquefied Natural Gas            .154
    • Marine Gas Oil                      .011

RATE-10298

  • Added new tax rates effective December 1, 2016 for Saskatchewan Collector Return:
    • Dyed Diesel                           .15
    • Heating Fuel              .15
    • Dyed Gasoline Fuel               .15

United States

Alabama

RATE-10232

  • Added new Sales and Use rates effective January 1, 2017:
    • City of Homewood                 .04
    • City of Dora                           .03
    • Blount County                       .02
  • http://www.revenue.alabama.gov/salestax/ratechanges.cfm

Alaska

RATE-10295

  • Added new Sales and Use rates effective January 1, 2017:
    • City of Emmonak                   .04
    • City of Koyuk             .03
    • City of Napakiak                    .05
    • City of North Pole                  .05
    • City of Savoonga                   .04

Arkansas

RATE-10234

  • Added new Sales and Use rates effective January 1, 2017:
    • City of Danville                      .015
    • City of Trumann                    .02
    • City of Waldron                     .02
    • City of West Fork                  .03
    • Garland County                     .00875
    • Logan County                        .02
  • http://www.dfa.arkansas.gov/offices/exciseTax/salesanduse/Pages/RecentChangesinLocalTaxes.aspx

California

RATE-10235

RATE-10282

  • Added new State Sales and Use rates effective January 1, 2017:
    • Diesel Fuel                            .09
    • Jet Fuel                                 .0725

Colorado

RATE-10236

  • Added new Sales and Use rates effective January 1, 2017:
    • City of Black Hawk                 .06
    • Canon City                            .03
    • City of Steamboat Springs     .045
    • City of Wheat Ridge              .035
    • City of Grand Lake                .05
    • Grand County                                    .013
  • https://www.colorado.gov/pacific/sites/default/files/TaxMemoJan17.pdf

Florida

RATE-10236

  • Added new County Sales and Use rates effective January 1, 2017:
    • Alachua                                 .005
    • Bay                                        .01
    • Brevard                                .01
    • Highlands                              .015
    • Liberty                                   .02
    • Manatee                                .01
    • Marion                                   .01
    • Osceola                                 .015
    • Palm Beach                           .01
    • Santa Rosa                            .01

 http://floridarevenue.com/Forms_library/current/dr15dssyear2017.pdf

RATE-10323

  • Added new State tax rates effective January 1, 2017:
    • Shared Collection Allowance Add Back – Gasoline    .00163
    • State Collection Allowance – Gasoline                       -.00326
    • State Gasoline                                                           .30925
    • State Diesel                                                               .174
  • Added 66 new Local Option Tax Not Entitled to Collection Allowance for Gasoline and Aviation Gasoline rates for all counties effective January 1, 2017.
  • Added 66 new Local Option Tax Entitled to Collection Allowance for Gasoline and Aviation Gasoline rates for all counties effective January 1, 2017.
  • http://floridarevenue.com/taxes/Documents/16b05-02_chart.pdf

Georgia

RATE-10276

  • Added new state taxes effective January 1, 2017:
    • Gasoline                                .263
    • Undyed Diesel                       .294
    • Dyed Diesel                           .294
    • LPG                                       .263
    • Special Fuel                          .263
    • CNG                                      .263
  • https://dor.georgia.gov/documents/state-excise-tax-motor-fuel-sales-effective-january-1-2017

RATE-10277

Illinois

RATE-10239

  • Added new City Sales and Use tax rates effective January 1, 2017: 
    • Danville IL City Sales/Use Tax                       .0275
    • Belleville 6401 W Main Market BD                 .01
    • Centralia Joliff Bridge BD                              .01
    • Collinsville Southwest Corridors BD              .01
    • Columbia Main St Abbey BD                          .01
    • E Dundee Christina Dr BD                             .0025
    • Effingham Triangle BD                                  .01
    • Energy BD                                                     .01
    • Granville BD                                                  .01
    • Heyworth BDD 1 BD                                      .01
    • Hillsboro BD                                                  .01
    • Lake Villa Downtown BD                                .01
    • Maroa BD                                                      .01
    • Nokomis BD                                                  .01
    • O'Fallon RTE 50 Scott Troy BD                     .01
    • Peoria Heights BDD 1 BD                              .01
    • Ramsey DB                                                   .05
    • Salem Main I57 BD                                        .01
    •  Troy BD 2 BD                                               .01
    •  Willowbrook Rte 83 Plainfield BD                 .01
  • http://tax.illinois.gov/Publications/Bulletins/2017/FY-2017-09.pdf

RATE-10300

  • Added new State Prepaid Sales Tax rate of .12 effective January 1, 2017.

Indiana

RATE-10334

Iowa

RATE-10274

  • Ended the Environmental Protection Charge rate effective January 1, 2017.

Kansas

RATE-10241

  • Added new State Sales and Use tax rates effective January 1, 2017:
    • City of Horton                                                .02
    • City of Oswego                                             .015
    • City of Rolla                                                   .01
    • City of Saint John                                          .01
    • City of Stockton                                             .025
    • City of Valley Falls                                         .02
    • Brown County                                               .01
    • Rawlins County                                             .01
    • Chanute Santa Fe Ave CID CHAC1               .01
    • Cunningham CID CUNC1                              .02
    • Topeka Cyrus Hotel CID TOPC3                   .01

Louisiana

RATE-10242

  • Added new Sales and Use Tax rates effective January 1, 2017:
    • City of Shreveport                                         .0125
    • City of Minden Edd 1                                    .02
    • City of Minden Edd 2                                    .02
    • City of Minden Edd 3                                    .02
    • City of Minden Edd 4                                    .02
    • St Tammany PA Hwy 21 Edd County             .0075
    • St Tammany PA Hwy 59 Edd County             .0075
    • St Tammany PA Hwy 1077 Edd County         .0075
    • St Tammany PA Hwy 1088 Edd County         .0075
    • St Tammany PA Hwy 434 Edd County           .0075
    • St Tammany PA Airport Rd Edd County        .0075
  • http://www.laota.com/index.php?option=com_content&view=article&id=62&Itemid=72
  • http://www.laota.com/index.php?option=com_content&view=article&id=70&Itemid=80
  • http://www.shreveportla.gov/index.aspx?nid=109

Massachusetts

RATE-10273

Michigan  

RATE-10264

  • Added new State tax rates effective January 1, 2017:
    • Gasoline                                                        .263
    • Ethanol Blends E70-E99                               .263
    • Diesel Fuel                                                    .263
    • Biodiesel B05 or higher                                 .263
    • Liquid Petroleum Gas                                    .263    

RATE-10268

  • Added new tobacco rates effective July 1, 2016:
    • State Cigarette                                             2          
    • State Smokeless Tobacco                             .32
    • State Cigars                                                    .32
    • Premium Cigars                                             .5
  • http://www.michigan.gov/taxes/0,4676,7-238-43519_43547-154443--,00.html

RATE-10271

Minnesota

RATE-10243

Missouri

RATE-10244

  • Added new Sales and Use Tax rates effective January 1, 2017:
    • City of Ash Grove                                          .02
    • City of Campbell                                            .0225
    • City of Glendale                                            .015
    • City of Lake Lotawana                                   .02
    • City of Leeton                                               .02
    • City of Lone Jack                                          .025
    • City of Prairie Home                                      .005
    • City of Saint Charles                                      .02
    • City of Velda Village Hills                               .01
    • City of Warrenton                                          .0275
    • City of Springfield Downtown CID                 .005
    • KC 51st Oak CID                                           .01
    • KC State Line SC CID                                   .01
    • Affton Plaza CID St Louis CO                        .01
    • Arrowhead Centre CID Osage Bch                .01
    • Berkeley NorthPark CID                                .01
    • Historic Liberty CID                                       .01
    • Riverside Gateway Cross CID                       .01
    • 705 Olive TDD St Louis                                 .01
    • Union Station TDD St Louis                           .01
    • Buchanan County                                          .016
    • Clinton County                                              .005
    • Pulaski County                                              .0125
  • http://dor.mo.gov/business/sales/

Nebraska

RATE-10245

  • Added new State Sales and Use tax rates effective January 1, 2017:
    • City of Elmwood                                                        .015
    • City of Weeping Water                                              .015
    • City of Wilber                                                .015
    • City of Meadow Grove                                              .015
    • City of Papillion                                                         .02

RATE-10335

  • Added State Excise Tax rates effective January 1, 2017:
  • Propane                                                         .273
  • CNG                                                               .273
  • Gasoline                                                         .273
  • Ethanol                                                          .273
  • Diesel                                                            .273
  • B100                                                              .273
  • Biodiesel Undyed                                           .273
  • Dyed Diesel                                                   .273
  • Kerosene                                                        .273

New Jersey

RATE-10246

  • Added new State Sales and Use tax rate of .06875 effective January 1, 2017.

RATE-10315

RATE-10339

  • Added new State Gross Receipts tax rates effective November 1, 2016:
    • Diesel Fuel                                        .04
    • Aviation Fuel                                     .04
    • LPG                                                   .04
    • Consideration                                                .07
  • Updated the effective date to November 1, 2016 from January 1, 2017 for the Fuel Oil tax rate of .124.
  • http://www.state.nj.us/treasury/taxation/pdf/other_forms/petroleum/Petroleumgrosstax.pdf'

New Mexico

RATE-10248

  • Added new State Sales and Use tax rates effective January 1, 2017:
    • City of Bloomfield                              .01625
    • City of Cuba                                      .01125
    • City of Edgewood                              .014375
    • City of Lordsburg                              .008125
    • Luna County                                      .0175

New York

RATE-10278

  • Added new rates effective January 1, 2017:
    • Motor Fuel rate                                                                                  .162
    • Retailer Sellers of Aviation Gasoline rate                                       .065
    • Kero-Jet Fuel Component rate                                                       .065
    • Highway Diesel Motor Fuel B20                                                        .1445
    • Highway Diesel Motor Fuel Undyed Kerose                                      .1156
    • Petroleum Business Tax Nonresidential Heating rate (B20)              .038
    • Petroleum Business Tax Nonresidential Heating rate                        .048
    • Petroleum Business Tax Commercial Gallonage rate (B20)              .071
    • Petroleum Business Tax Commercial Gallonage rate                      .089
    • Petroleum Business Tax Diesel Railroad Use                                 .084
    • Petroleum Business Tax B20 Railroad Use                                     .067
    • Nonautomotive rate for Petroleum Business Tax only                     .154
    • Petroleum Business Tax Commercial Vessels                                .154
    • Petroleum Business Tax Commercial Gallonage rate                       .068
    • Petroleum Business Tax rate only                                                 .133
    • Petroleum Business Tax Nonresidential heating rate                      .037

North Carolina

RATE-10296

RATE-10337

Ohio

RATE-10279

  • Added Petroleum Activity Tax rates effective January 1, 2017:
    •  Gasoline                                                       .093665
    •  Diesel                                                           .093535
    •  High Sulfur Diesel – Dyed                           .093535
    •  Low Sulfur Diesel - Dyed                             .093535
    •  Kerosene                                                     .093535
    •  Propane                                                       .03081
  •  Added new Spot rates for Petroleum Activity Tax effective January 1, 2017:
    • Gasoline                                                        1.441
    • Diesel                                                            1.439
    • Propane                                                          .474
  • http://www.tax.ohio.gov/Portals/0/petroleum_activity/PAT%20Spot%20Price/SpotPricePublication1stquarter2017.pdf?utm_source=Tax.Ohio.Gov+Tax+Alerts&utm_campaign=45165e0f74-EMAIL_CAMPAIGN_2016_12_09&utm_medium=email&utm_term=0_7593739655-45165e0f74-190550429

Oklahoma

RATE-10252

  • Add new Sales and Use tax rates effective January 1, 2017:
    • City of Glenpool                                            .051
    • City of Collinsville                                          .043
    • City of Jenks                                                 .0355
    • City of Sapulpa                                              .045
    • City of Bixby                                                  .0405
    • City of Tulsa                                                  .0365
    • City of Owasso                                              .0405
    • City of Sand Springs                                     .0405
    • City of Enid                                                   .0425
    • City of Purcell                                                .05
    • City of Broken Arrow                                     .0355
    • Okfuskee County                                          .02
    • Tulsa County                                     .00367

Oregon

RATE-10283

  • Added new City Fuel tax rates effective January 1, 2017:
    • City of Tigard                                    .08
    • City of Troutdale                                           .02
  • http://www.oregon.gov/odot/cs/ftg/Pages/current_ft_rates.aspx

RATE-10299

RATE-10336

RATE-10340

Pennsylvania

RATE-10268

RATE-10297

  • Added new Alternative Fuels tax rates effective January 1, 2017:
    • CNG                                                              .582
    • Ethanol                                                          .388
    • E- 85                                                 .418
    • Electricity                                                       .0174
    • Hydrogen                                                      .582
    • LNG                                                              .386
    • LPG                                                               .429
    • Methanol                                                       .292
    • M-85                                                 .335
  • Added new state tax rates effective January 1, 2017:
    • State Gasoline Tax                                        .123
    • State Diesel Tax                                            .123
    • State Oil Franchise Tax – Gasoline               .459
    • State Oil Franchise Tax – Diesel                   .624
  • http://www.pabulletin.com/secure/data/vol46/46-50/2156.html

Texas

RATE-10260

  • Added new Sales and Use tax rates effective January 1, 2017:
    • City of Friendswood                                      .02
    • City of Los Indios                                          .02
  • Obsoleted City of Lincoln Park rate effective March 31, 2016.
  • https://www.comptroller.texas.gov/taxes/sales/quarterly-updates/jan.php

United States

RATE-10268

  • Added new tobacco rates effective July 1, 2016:
    • Small Cigarette                                             1.01     
    • Large Cigarette                                             2.11
    • Moist Snuff                                                   .0944
    • Loose Smoking Tobacco                              1.5488
    • Smokeless Tobacco                                      .0315
    • Small Cigars                                     1.01
    • Large Cigars                                                  .5275
    • Pipe Tobacco                                                .1769
  • https://www.ttb.gov/tax_audit/atftaxes.shtml#Tobacco
  • https://www.ttb.gov/tobacco/tobacco-products.shtml

RATE-10275

  • Added new Federal tax rates effective January 1, 2017:
    • Federal Oil Spill                                             .09
    • Federal Oil Spill – CNG                                 .002143
  • https://www.uscg.mil/npfc/About_NPFC/osltf.asp

Washington

RATE-10262

West Virginia

RATE-10272

  • Added new CNG Combined Tax Rate of .236 effective January 1, 2017.
  • Added new Variable Fuel Tax Rate of .117 effective January 1, 2017.
  • Added new motor fuel variable tax rates effective January 1, 2017:
    • Compressed Natural Gas (CNG)                   .0310
    • Liquefied Natural Gas (LNG)                         .02
    • Liquefied Petroleum Gas (LPG)                    .049
  • Obsoleted State Field Gas Flat Tax rate effective December 31, 2016 per the state.
  • Obsoleted State Field Gas Variable Tax rate effective December 31, 2016 per the state.

Wisconsin

RATE-10270

Scenario Updates

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

United Kingdom

Great Britain

RTEF-35974

  • Added scenario schedules/scenario ids to support new Beer Duty Return (EX46) effective January 1, 2015 for the following schedules:
    • INT01             96000
    • INT02             96001
    • INT03             96002
    • INT04             96003
    • INT05             96004
    • INT06             96005
    • INT07             96006
    • INT08             85007

RTEF-35976

  • Added scenario schedules/scenario ids to support new Notifications of Cash Payments (W7) effective September 1, 2015 for the following schedules:
    • INT01             96100
    • INT02             96101
    • INT03             96102
    • INT04             96103
    • INT05             96104
    • INT06             96105
    • INT07             96106
    • INT08             96107

RTEF-35977

  • Added scenario schedules/scenario ids to support new Quarterly Distillery Return effective January 1, 2016 for the following schedules:
    • INT01             96025
    • INT02             96026

RTEF-35978

  • Added scenario schedules/scenario ids to support new Excise Warehouse Annual Return (W1A) effective January 1, 2016 for the following schedules:
    • INT01             96125
    • INT02             96126
    • INT03             96127
    • INT04             96128
    • INT05             96129

RTEF-36193

  • Added scenario schedules/scenario ids to support new Excise Warehouse Return (W1) effective January 1, 2016 for the following schedules:
    • INT01             96030
    • INT02             96031
    • INT03             96032
    • INT04             96033
    • INT05             96034
    • INT06             96035
    • INT07             96036
    • INT08             96037
    • INT09             96038
    • INT10             96039
    • INT11             96040
    • INT12             96041
    • INT13             96042
    • INT14             96043
    • INT15             96044
    • INT16             96045
    • INT17             96046
    • INT18             96047
    • INT19             96048
    • INT20             96049
    • INT21             96050

RTEF-36194

  • Added scenario schedules/scenario ids to support new Return of Excise Duty for Registered Consignees or Registered Commercial Importers (HM2) effective January 1, 2016 for the following schedule:
    • INT01             96165

RTEF-36195

  • Added scenario schedules/scenario ids to support new Return of Excise Duty for Tax Representatives (HM10) effective January 1, 2016 for the following schedule:
    • INT01             96160

RTEF-36197

  • Added scenario schedules/scenario ids to support new Excise Entry: Private Trader (EX103) effective January 1, 2016 for the following schedule:
    • INT01             96155

RTEF-36198

  • Added scenario schedules/scenario ids to support new Excise Entry: Incorporated Company (EX103A) effective January 1, 2016 for the following schedule:
    • INT01             96150

United States

Kansas

RTEF-36984

  • Added scenario schedules/scenario ids to support new Miscellaneous Tax Distributor’s Tobacco Products Monthly Report (TB-43) effective September 1, 2016 for the following schedules:
    • 2                    84750
    • 3                    84751
    • 4                    84752
    • INT01             84753
    • INT03             84754
  • Added product category Roll-Your-Own (58) in scenario/schedule products on the new Miscellaneous Tax Distributor’s Tobacco Products Monthly Report (TB-43) effective September 1, 2016 for the following schedules:
    • 3
    • 4
    • INT01
    • INT02
  • Added product category Other Tobacco Products (61) in scenario/schedule products on the new Miscellaneous Tax Distributor’s Tobacco Products Monthly Report (TB-43) effective September 1, 2016 for the following schedules:
    • 2
    • 4

RTEF-36994

  • Added scenario schedules/scenario ids to support new Miscellaneous Tax Out-of-State Tobacco Distributors Selling into Kansas Report (TB-50) effective September 1, 2016 for the following schedules:
    • 4                    84700
    • INT01             84701, 84702
    • INT02             84703, 84704
  • Added product category Roll-Your-Own (58) in scenario/schedule products on the new Miscellaneous Tax Out-of-State Tobacco Distributors Selling into Kansas Report (TB-50) effective September 1, 2016 for the following schedules:
    • 4
    • INT01
    • INT02
  • Added product category Other Tobacco Products (61) in scenario/schedule products on the new Miscellaneous Tax Out-of-State Tobacco Distributors Selling into Kansas Report (TB-50) effective September 1, 2016 for the following schedules:
    • 4
    • INT01

Kentucky

RTEF-39296

  • Added scenario schedules/scenarios ids to support new Monthly Report of Tobacco Products, Snuff, and Chewing Tobacco (73A422) effective January 1, 2016 for the following schedules:
    • NPM              85050
    • INT01             85051
    • INT02             85052
    • INT03             85053
  • Added product category Roll-Your-Own (58) in scenario/schedule products on the new Monthly Report of Tobacco Products, Snuff, and Chewing Tobacco (73A422) effective January 1, 2016 for schedule NPM.
  • Added product categories Snuff (53), Other Tobacco Products (61), and Chewing Tobacco (66) in scenario/schedule products on the new Monthly Report of Tobacco Products, Snuff, and Chewing Tobacco (73A422) effective January 1, 2016 for the following schedules:
    • INT01
    • INT02
    • INT03

  RTEF-39297

  • Added scenario schedules/scenario ids to support new Monthly Report of Cigarette Wholesaler  (73A420) effective January 1, 2016 for the following schedules:
    • A1                  85000
    • A2                  85001
    • B                   85002
    • C                   85003
    • D                   85004
    • INT01             85005
    • INT02             85006
    • INT03             85007
    • INT04             85008
    • INT05             85009
    • INT06             85010
    • INT07             85011
    • INT08             85012
  • Added product category Cigarettes (56) in scenario/schedule products on the new Monthly Report of Cigarette Wholesaler  (73A420) effective January 1, 2016 for the following schedules:
    • A1
    • A2
    • B
    • C
    • D
    • INT01
    • INT02
    • INT03
    • INT04
    • INT05
    • INT06
    • INT07
    • INT08

New Hampshire

RTEF-39199

  • Obsoleted scenario schedules/scenarios ids for the Motor Fuel & Aviation Fuel Distributor Report (MFD 1) on the following schedules effective December 31, 2016:
    • 8                    44010, 44026, 44027
    • 13C                44032, 44033
    • 13K                44038
  • Added scenario schedules/scenario ids to support revised Alternative Fuels Dealer Report (AFD 1) effective January 1, 2017 for the following schedules:
    • 8                    44045, 44046, 44047
    • 13C                44048, 44049
    • 13K                 44050

RTEF-39200

  • Added missing scenario schedules/scenario ids for the Biodiesel Fuel Distributor Report (BDF 1) effective March 1, 2010 for the following schedules:
    • 2                    44124, 44125
    • 2E                  44126
    • 2F                  44127
    • 3                    44128
    • 4                    44129
    • 5                    44130
    • 6                    44131, 44132, 44133
    • 6F                  44134, 44135, 44136
    • 7                    44137
    • 8                    44138, 44139, 44140
    • 9                    44141, 44142, 44143
    • 13C                44144, 44145
    • 13H                44146
    • INT01             44147
  • Obsoleted scenario schedules/scenario ids for the Biodiesel Fuel Distributor Report (BDF 1) on the following schedules effective December 31, 2016:
    • 8                    44138, 44139, 44140
    • 13C                 44144, 44145
  • Added scenario schedules/scenario ids to support revised Biodiesel Fuel Distributor Report (BDF 1) effective January 1, 2017 for the following schedules:
    • 8                    44148, 44149, 44150
    • 13C                44151, 44152

  RTEF-39201

  • Added missing scenario schedules/scenario ids for the Alternative Fuels Dealer Report (AFD 1) effective January 1, 2015 for the following schedules:
    • 5                    44250
    • 8                    44251, 44252, 44253
    • 9                    44254, 44255, 44256
  • Obsoleted scenario schedules/scenario ids for the Alternative Fuels Dealer Report (AFD 1) on the following schedule effective December 31, 2016:
    • 8                    44251, 44252, 44253
  • Added scenario schedules/scenario ids to support revised Alternative Fuels Dealer Report (AFD 1) effective January 1, 2017 for the following schedule:
    • 8                    44257, 44258, 44259

United States

RTEF-38343

  • Added scenario schedules/scenario ids to support new Excise Tax Return (Period Return) (TTB F 5000.24-PR) effective August 1, 2015 for the following schedules:
    • A                   96500
    • B                   96501
    • INT01              96502
  • Added scenario schedules/scenario ids to support new Excise Tax Return (Prepayment) (TTB F 5000.24-PR) effective August 1, 2015 for the following schedules:
    • A                   96503
    • B                   96504
    • INT01              96505
  • Added the following product categories in scenario/schedule products for new schedules A, B and INT01 on the new Alcohol and Tobacco Tax And Trade Bureau Excise Tax Return (Period Return & Prepayment) (TTB F 5000.24-PR) effective August 1, 2015:
    • Whisky 160 & Under (19)
    • Whisky Over 160 (20)
    • Brandy 170 & Under (21)
    • Brandy Over 170 (22)
    • Rum (23)
    • Gin (24)
    • Vodka (25)
    • Alcohol and Spirits 190 & Over (26)
    • Alcohol and Spirits Under 190 (27)
    • Other Products Alcohol (28)
    • Wine (29)
    • Beer (30)
    • Cigars (52)
    • Snuff (53)
    • Cigarettes (56)
    • Roll-Your-Own (58)
    • Cigarette Papers and/or Tubes (63)

  RTEF-38344

  • Added scenario schedules/scenario ids to support new Alcohol and Tobacco Tax And Trade Bureau Monthly Report of Storage Operations (TTB F 5110.11) effective April 1, 2016 for the following schedules:
    • INT01             96525
    • INT02             96526
    • INT03             96527
    • INT04             96528
    • INT05             96529
    • INT06             96530
    • INT07             96531
    • INT08             96532
    • INT09             96533  
    • INT10             96534
    • INT11             96535
    • INT12             96536
    • INT13             96537
    • INT14             96538
    • INT15             96539
    • INT16             96540
    • INT17             96541
    • INT18             96542
    • INT19             96543
    • INT20              96544
  • Added the following product categories in scenario/schedule products for new schedules INT01 through INT20 on the new Alcohol and Tobacco Tax And Trade Bureau Monthly Report of Storage Operations (TTB F 5110.11) effective April 1, 2016:
    • Whisky 160 & Under (19)
    • Whisky Over 160 (20)
    • Brandy 170 & Under (21)
    • Brandy Over 170 (22)
    • Rum (23)
    • Gin (24)
    • Vodka (25)
    • Alcohol and Spirits 190 & Over (26)
    • Alcohol and Spirits Under 190 (27)
    • Other Products Alcohol (28)
    • Wine (29)

West Virginia

RTEF-38350

  • Added scenario/schedule ids to support new Tobacco Products Tax Report (TPT-709) effective July 1, 2016 for the following schedules:
    • 1                    94000
    • 2                    94001
    • ECL-1             94002
    • ECL-2             94003
    • 4                    94004
    • INT01             94005
    • INT02             94006
    • INT03             94007
    • INT04             94008
    • INT05             94009
    • INT06             94010
    • INT07             94011
    • INT08             94012
    • INT09             94013
    • INT10             94014
    • INT11             94015
    • INT12             94016
  • Added product category Cigarettes (56) in scenario/schedule products on the new Tobacco Products Tax Report (TPT-709) effective July 1, 2016 for the following schedules:
    • 1
    • 2
    • 4
    • INT01
    • INT02
    • INT05
    • INT06
    • INT07
    • INT08
    • INT09
    • INT10
    • INT11
    • INT12
  • Added product categories Other Tobacco Products (61) and Vapor (62) in scenario/schedule products on the new Tobacco Products Tax Report (TPT-709) effective July 1, 2016 for the following schedules:
    • INT03
    • INT04
  • Added product category Vapor (62) in scenario/schedule products on the new Tobacco Products Tax Report (TPT-709) effective July 1, 2016 for the following schedules:
    • ECL-1
    • ECL-2

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 4 revised forms and 3 new forms.                   

United States

 

Alabama

 

  RTEF-39332

  • Modified Supplier / Permissive Supplier Monthly Return (MFT-SR) [Taxpayer Type SPLPS] to dynamically populate the tax rates and discounts on the return.  Also added the ability for signature imaging.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Alaska

RTEF-39211

  • Corrected validation rule 18766 to use product category Gasohol (2) on schedule INT06 for Motor Fuel Tax Return Gasohol (Form 04-533) [Taxpayer Type DLRGH].
  • 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.

California

RTEF-39313

  • Modified the schedule titles on Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD] for letter case consistency.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-39319

  • Modified the error message on schedules 3A and 3X on Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD] for consistency.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-39347

  • Modified the delta and consolidated amended calculations for Page 1 Line 3 on Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Colorado

RTEF-39266 

  • Updated eFile generation (EDI v4010) for Common and Contract Carrier Report [Taxpayer Type CAR] & Distributor Return [Taxpayer Type DST] to map origin_airport_code and destination_airport_code as applicable effective December 1, 2016.
  • Actions:
    • This update affects the eFile generation on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-39267 

  • Updated Distributor Tax Return (DR7050) [Taxpayer Type DST] to use origin_airport_code and destination_airport_code as applicable effective December 1, 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.

RTEF-39268 

  • Updated Common and Contract Carrier Report (DR7003) [Taxpayer Type CAR] to use origin_airport_code and destination_airport_code as applicable effective December 1, 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.

Kansas

RTEF-36984

  • Added new Kansas Distributor's Tobacco Products Monthly Report (TB-43) [Taxpayer Type TBOTP] effective January 1, 2016.
  • 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 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-36994

  • Added new Kansas Out-of-State Tobacco Distributors Selling into Kansas Report (TB-50) [Taxpayer Type TBNRO] effective January 1, 2016.
  • 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 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.

Kentucky

RTEF-39296

  • Updated Monthly Report of Tobacco Products, Snuff, and Chewing Tobacco (73A422) [Taxpayer Type TBOTP] to use new tobacco tables.
  • Actions:
    • This update affects the fields on the new returns tables.

RTEF-39297

  • Updated Monthly Report of Cigarette Wholesaler (73A420) [Taxpayer Type TBCW] to use new tobacco tables.
  • Actions:
    • This update affects the fields on the new returns tables.

Louisiana

RTEF-39277 (ADM-9499)

  • Corrected an indicator to allow Special Fuels Tax Return (R-5018) [Taxpayer Type DLRSF] to be selected when Louisiana is chosen in building a bulk license key.].
  • Actions:
    • This update affects the ability to create a bulk license key.

Massachusetts

RTEF-39309 (ADM-9512)

  • Modified validation rule 17629 to check if unit_price is null or less than zero on Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S) [Taxpayer Type DPLJF].
  • 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.

Missouri

RTEF-38950 (ADM-9344)

  • Added prompt to allow calculation of Line 7 supplier credit regardless of due date on Supplier - Permissive Supplier Monthly Tax Report (FORM 572) [Taxpayer Type SPL].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.              

New Mexico

RTEF-24930 

  • Updated Combined Fuel Tax Report for Distributors, Suppliers and Wholesalers (RPD-41306) [Taxpayer Type DSTSW] to require the location number 5-digit code instead of providing the municipality and/or county on return page 3.
  • 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-39121 

  • Added revised Combined Fuel Tax Report for Distributors, Suppliers and Wholesalers (RPD-41306) [Taxpayer Type DSTSW] effective January 1, 2017 with additional municipalities listed on return page 3.  Receipts and disbursements schedules updated with cosmetic changes.
  • 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.

New Hampshire

RTEF-38626 (ADM-9168, ADM-9364)

  • Modified Motor Fuel & Aviation Fuel Distributor Report (MFD1-SAF) [Taxpayer Type DST] Schedule INT01 - Ending Physical Inventory as follows: Removed gross gallons; Updated caption 'Net Gallons' to 'Physical Inventory'; Set obsolete date to 12/31/2016 for schedule transaction rules related to gross gallons.
  • 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-39199

  • Added revised Motor Fuel & Aviation Fuel Distributor Report (MFD1-SAF) [Taxpayer Type DST] for form changes effective January 1, 2017.  On schedules 8, 13C and 13K, the federal exemption changed from government and all its agencies to only allowing the government armed forces to use this exemption.  New Hampshire requested that a warning message be displayed when schedule 8, 13C or 13K is 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 visual display of the return - please verify the new look of the return.

  RTEF-39200

  • Added revised Biodiesel Fuel Distributor Report (BFD1) [Taxpayer Type DSTB] for form changes effective January 1, 2017. On schedules 8 and 13C the federal exemption changed from government and all its agencies to only allowing the government armed forces to use this exemption. New Hampshire requested that a warning message be displayed when either schedule is 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 visual display of the return - please verify the new look of the return.

  RTEF-39201

  • Added revised Alternative Fuels Dealer Report (AFD1) [Taxpayer Type DSTAL] for form changes effective January 1, 2017. On schedule 8 the federal exemption changed from government and all its agencies to only allowing the government armed forces to use this exemption.  New Hampshire requested that a warning message be displayed when schedule 8 is 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 visual display of the return - please verify the new look of the return.

Texas

RTEF-39155 

  • Updated the dropdown for ‘Tax Paid’ field on manual entry of transactions to display only valid options for Texas Fuels Tax Report (06-168-A) [Taxpayer Types BLDD, BLDG, DSTD, DSTG, EXPD, EXPG, IMPD, IMPG, SPLD, SPLG, SPLPD, SPLPG].
  • 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-39250 

  • Updated the Texas exemption type common code description for misspelling of the word 'commercial'.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

United States

RTEF-38977

  • Corrected the page numbering on the schedules for Excise Tax Return (TTB_F_5000.24-PR) [Taxpayer type AEXTR] and Excise Tax Return Prepayment (TTB_F_5000.24-PP) [Taxpayer Type AEXTP].
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

Washington

RTEF-38991  

  • Modified return generation process to be consistent in using 'PDF Amended Schedules' flag when generating amended schedules. Returns affected were obsoleted June 2016 and include the following:
    • Washington - Motor Vehicle Fuel Blender Tax Return FT-441-757A [Taxpayer Type BLDMF]
    • Washington - Special Fuel Blender Tax Return FT-441-759 [Taxpayer Type BLDSF]
    • Washington - Aviation Gasoline Tax Return FT-441-005 [Taxpayer Type DSTAG]
    • Washington - Jet Fuel Tax Return FT-441-006 [Taxpayer Type DSTJF]
  • 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-39068 (ADM-9409) 

  • Added validation to schedules 2A, 6D and 10F for Supplier Tax Return (FT-441-867) [Taxpayer Type DST]. Origin terminal is required on schedule 2A; destination terminal is required on schedules 6D and 10F.
  • 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.           

West Virginia

RTEF-38350 

  • Added new West Virginia Tobacco Products Tax Return (TPT-709) [Taxpayer Type TBATP] effective July 1, 2016
  • 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.

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-39231

  • Modified the following taxpayer types descriptions to remove the extra slash ('/'):
    • FL BLDRT Blender / Retailer Alternative Fuel
    • LA SPLPS Supplier /Permissive Supplier
    • NC ROH02 Refund Off Highway - Indust /Commer Avi
    • NC ROH06 Refund Off Highway - Contractors /Constr
    • NC ROH10 Refund Off Highway - Pleas Boat /Sp Fish
    • TX IMPBD Importer / Bonded User Diesel
    • WV SPLPS Supplier / Permissive Supplier

RTEF-39314

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

ZMS-26324

  • Enhanced Tax Filing > Transactions > Schedule Transaction manual entry screen for tobacco products to use cascading dropdown as appropriate. Selecting a value in dropdown for ‘Product Type’ will display a subset of related tobacco products.

ZMS-26416

  • Added PDI Flat File Mapper to common codes table.   This will allow the ability to use a Flat File version of the PDI Standard Mapper from the Dashboard File Upload.

ZMS-26459

  • Added Destination_Airport Code, Diversion_Airport_Code and Origin_Airport_Code to Schedule_Information_View in Oracle only.

ZMS-26468 (ADM-9630)

  • Update XSD schema for compliance to remove master_company_id from primary key on alternate_product_codes table.

Maintenance Updates

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

ZMS-26443 (ADM-9652)

  • Corrected Master Data Import of tobacco scenarios and profiles.

ZMS-26454

  • Added Jurisdiction type of ‘*’ in the drop down for Jurisdiction on Maintenance > Manufacturers > Add New Record popup.

ZMS-26467 (ADM-9630 and ADM-9652)

  • Updated Scenario Schedules and Schedule Profiles Mappers for tobacco content.

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
5.27.11 Update

Release Highlights

Revision date: 1/12/2017

Product release: January 12, 2017

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.

United States

Massachusetts

RATE-10341

New Jersey

RATE-10339

 

Ohio

RATE-10344

Scenario Updates

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

United States

New Jersey

RTEF-39257

  • Added scenario schedules/scenario ids to support the revised Petroleum Products Gross Receipts Tax Return (PPT-40A) effective October 1, 2016 for the following schedule:
    • 1A                    45319
    • 1B                    45320
    • 3A                    45321
    • 3B                    45322
    • 3C                    45323
    • 3D                    45324  
    • 5A                    45325
    • 5          45326
    • 6A                    45327
    • 6          45328
    • 7A                    45329
    • 7B-1                 45330
    • 7B-2                 45331
    • INT04                45332
  • Added the following product categories in scenario/schedule products for new schedules 1A, 1B, 3A, 3B, 3C, 3D, 5A, 5, 6A, 6 and INT04 on the revised Petroleum Products Gross Receipts Tax Return (PPT-40A) effective October 1, 2016:
    • Gasoline (1)
    • Alcohol/Gasohol (2)
    • Aviation Gasoline (3)
    • Undyed Fuels (4)
    • Liquefied Petroleum (5)
    • Turbine Jet (6)
    • Propane (7)
    • Petrochemical Feed (8)
    • Polymer Grade Propylene (9)
    • Asphalt Products (10)
    • Lubricants (11)
    • Blendstocks (12)
    • Residual Fuel (13)
    • Kerosene (14)
    • Dyed Fuels (15)
  • Added the following product categories in scenario/schedule products for new schedules 7A, 7B-1 and 7b-2 on the revised Petroleum Products Gross Receipts Tax Return (PPT-40A) effective October 1, 2016:
    • Aviation Gasoline (3)
    • Turbine Jet (6)
  • Obsoleted scenario schedules/scenario ids for the revised Petroleum Products Gross Receipts Tax Return (PPT-40A) effective September 30, 2016:
    • 5 45315
    • 6 45317
  • Obsoleted the following product categories in scenario/schedule products on the Petroleum Products Gross Receipts Tax Return (PPT-40) effective December 31, 2012 for schedules INT04 through INT26:
    • Gasoline (1)
    • Alcohol/Gasohol (2)
    • Aviation Gasoline (3)
    • Undyed Fuels (4)
    • Liquefied Petroleum (5)
    • Turbine Jet (6)
    • Propane (7)
    • Petrochemical Feed (8)
    • Polymer Grade Propylene (9)
    • Asphalt Products (10)
    • Lubricants (11)
    • Blendstocks (12)
    • Residual Fuel (13)
    • Kerosene (14)
    • Dyed Fuels (15)

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 forms and 1 new form.

United States

New Jersey

RTEF-39257

  • Added revised Petroleum Products Gross Receipts Tax return (PPT-40A) [Taxpayer Type GRSRT] effective October 1, 2016 with the following changes:
    • Page 2 will be used for October 2016 data using current schedules and processing similar to previous filings
      • Current Schedule 5 (Products Purchased from Other States/Countries) has been renumbered to Schedule 5A by the state
      • Current Schedule 6 (Imports Subsequently Exported) has been renumbered to Schedule 6A by the state
    • Page 3 will be used for November and December 2016 using new schedules
      • New Schedule 5 (Sales Subject to Tax) has been added by the state and reuses a previously defined schedule
      • New Schedule 6 (Product Imported for Own Use) has been added by the state and reuses a previously defined schedule
      • Additional schedules have been defined by the state for use on Page 3
      • Schedule INT04 (Sales in NJ) has been added to report on Page 3 Line 2
      • New common codes for Motor Fuels: ‘MFG’ (Gasoline), ‘MFD’ (Diesel), ‘MFF’ (Fuel Oil), ‘MFA’ (Avfuel), ‘MFL’ (LPG) have been added. This allows a product to be reported as a Motor Fuel (columns A through E) or Non-Motor Fuel / Consideration (column F) based on usage. This method is similar to the existing process used on Page 2 with common codes of ‘MF’ (Motor Fuels) and ‘NMF’ (Non-Motor Fuel).
  • 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.

Data Import Updates

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

ZMS-26620

  • Fixed mapping of locations in the Alta Mapper for airport codes origin and destination.  

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
5.27.13 Update

Release Highlights

Revision date: 1/20/2017

Product release: January 20, 2017

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 forms and 0 new forms.

United States

New Jersey

RTEF-39738

  • Updated the Petroleum Products Gross Receipts Tax (PPT-40) [Taxpayer Type GRSRT] to use Schedule 6 - Product Imported for Own Use on Page 3 Line 6 instead of Schedule 4.    
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change. 

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
5.27.20

Release Highlights

Revision date: 2/1/17

Product release: February 1, 2017

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 2 new rates added after the 2017.1.24-5.27.20 Content Release.   New rates are identified with ‘*’.

Canada

RATE-10360

  • Added new Alberta Carbon tax rates effective January 1, 2017:
    • Aviation Gas                                    .0498
    • Bunker Fuel                                    .0636
    • Butane                                             .0356
    • Coal Coke                                    63.59
    • Coke Oven Gas                               .014
    • Diesel                                              .0535
    • Distillate Heating Oil            .0551
    • Ethane                                             .0204
    • Gasoline                                          .0449
    • Gas Liquids                                     .0333
    • Heavy Fuel Oil                                 .0635
    • High Heat Value Coal                  44.37
    • Aviation Jet Fuel                              .0517
    • Kerosene                                        .0514
    • Low Heat Value Coal                    35.39
    • Locomotive Diesel                           .0594
    • Methanol                                         .0218
    • Naphtha                                           .0449
    • Natural Gas                                  1.011
    • Non Marketable or Raw Gas         1.15
    • Pentanes                                         .0382
    • Propane                                          .0308
    • Refinery Petroleum Coke            63.86
    • Refinery Gas                                   .0377
    • Upgrader Petroleum Coke           58.5

United States

Georgia

*RATE-10373

  • Updated the following rate tax types to ‘CARRENTAL’ from ‘MISC’:
    • Atlanta GA City Vehicle Rental Excise Tax Collection Allowance
    • Atlanta GA City Customer Facility Charge Fee
    • Atlanta GA City Vehicle Rental Excise Tax

Illinois

RATE-10343

  • Added new Glenview City Fuel Tax rate of .04 effective January 1, 2017.

Indiana

RATE-10351

  • Updated Gasoline Use Tax Rate State Collection Allowance Tier 1 to have a Maximum Currency amount of 60,000.
  • Added two new allowance tiers for Gasoline Use Tax to include max currency effective January 1, 2017:
    • State Collection Allowance 2                       -.0053   Maximum Currency       600,000
    • State Collection Allowance 3                       -.0026  Maximum Currency 999,999,999

RATE-10365

Kansas

RATE-10333

  • Added new City of Jetmore Sales and Use tax rate of .015 effective January 1, 2017.

*RATE-10370

  • Added new Environmental Assurance Fee tax rate of .01 effective February 1, 2017.

Massachusetts

RATE-10341

Michigan  

RATE-10346

  • Added new Cigar Minimum Premium Price tax rate of 1.5625 effective January 1, 2016.
  • Updated description on the following tobacco rates to provide more information:
    • Michigan State Cigarette Tax Per Stick
    • Michigan State Cigarette Tax Per Pack
    • Michigan State Cigar Tax Based on Wholesale Price
    • Michigan State Cigar Tax based on Individual Cigar
  • Updated rate subtype to ‘CIGP – Cigarette-Pack’ from ‘CIG- Cigarettes’ for Cigarette Tax Par Pack tax rate.

RATE-10353

Nebraska

RATE-10335

  • Added State Excise Tax rates effective January 1, 2017:
  • Propane                                             .273
  • CNG                                                   .273
  • Gasoline                                             .273
  • Ethanol                                              .273
  • Diesel                                                .273
  • B100                                                  .273
  • Biodiesel Undyed                               .273
  • Dyed Diesel                                       .273
  • Kerosene                                            .273

New Hampshire

RATE-10355

  • Added new interest rate of .005 effective January 1, 2017.

New Jersey

RATE-10339

  • Added new State Gross Receipts tax rates effective November 1, 2016:
    • Diesel Fuel                                        .04
    • Aviation Fuel                                     .04
    • LPG                                                   .04
    • Consideration                                                .07
  • Updated the effective date to November 1, 2016 from January 1, 2017 for the Fuel Oil tax rate of .124.
  • http://www.state.nj.us/treasury/taxation/pdf/other_forms/petroleum/Petroleumgrosstax.pdf'

RATE-10345

   *RATE-10373

  • Updated ‘New Jersey Domestic Security Vehicle Rental Fee’ rate tax type to ‘CARRENTAL’ from ‘MISC’.

North Carolina

RATE-10337

Ohio

RATE-10344

Oregon

RATE-10352

  • Added new City of Portland tax rates effective January 1, 2017:
    • Penalty                                                        .01
    • Penalty End of Month                                  .1
    • Interest                                                        .000329
  • Added new City of Reedsport tax rates effective January 1, 2017:
    • Penalty                                                        .01
    • Penalty End of Month                                  .1
    • Interest                                                        .000329
  • Added City of Reedsport Fuel tax rate of .03 effective May 1, 2017.
  • Added new City of Troutdale tax rates effective January 1, 2017:
    • Penalty                                                        .01
    • Penalty End of Month                                  .1
  • http://www.oregon.gov/odot/cs/ftg/Pages/current_ft_rates.aspx

Rhode Island

RATE-10347

  • Added new tobacco taxes effective January 1, 2016:
    • Other Tobacco Products                             .80
    • Snuff Containers less than 1.2 Ounces      1.20
    • Snuff Containers 1.2 Ounces or Greater    1.00
    • Cigar Value of $0.63 or less                                    .80
    • Cigar Value Greater than $0.63                   .50

Scenario Updates

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

United States

Florida

RTEF-39751

  • Modified scenarios/schedule products to include missing product categories Aviation (4) and Jet Fuel (10) on the Air Carrier Fuel Tax Return (DR-182) effective January 1, 2016 for the following schedules:
    • INT02
    • INT03
    • INT04
    • INT05

Pennsylvania

RTEF-39161

  • Added scenario schedules/scenario ids to support new Tobacco Products Monthly Report (REV-679) effective January 1, 2017 for the following schedules:
    • A-1                 91000
    • A-2                 91001
    • B-1                 91002
    • B-2                 91003
    • C-1                 91004
    • C-2                 91005
    • D                   91006
    • E                   91007
  • Added the following product categories in scenario/schedule products for schedules A-1, A-2, B-1, B-2, C-1, C-2, D, and E on the new Tobacco Products Monthly Report (REV-679) effective January 1, 2017:
    • Smoking Tobacco (54)
    • Smokeless Tobacco (55)
    • Roll-Your-Own (58)
    • E-Cigarettes/E-Cigarette Products (62)

RTEF-39362

  • Modified scenario/schedule products to include missing product category Ethanol (12) on the Motor Fuels Tax Report (REV-7096A) effective January 1, 2016 for the following disbursement schedules:
    • 5
    • 5Q
    • 6
    • 7
    • 8
    • 9
    • 10

United States

RTEF-37074

  • Added scenario schedules/scenario ids to support new Harbor Maintenance Fee Quarterly Summary Report (CBP Form 349) effective January 1, 2016 for the following schedules:
    • INT01             51180
    • INT02             51181
    • INT03             51182
    • INT04             51183
    • INT05             51184
    • INT06             51185
  • Added the following product categories in scenario/schedule products for schedules INT01 through INT06 on the new Harbor Maintenance Fee Quarterly Summary Report (CBP Form 349) effective January 1, 2016:
    • Gasoline (1)
    • Ethanol Blends (2)
    • Methanol Blends (3)
    • Diesel Fuel – Undyed (4)
    • Diesel Fuel – Dyed (5)
    • Biodiesel – Undyed (6)
    • Biodiesel – Dyed (7)
    • Kerosene – Undyed (8)
    • Kerosene – Dyed (9)
    • Jet Fuel (10)
    • Aviation Gas (11)
    • Undefined Product (15)
    • Other Products (16)

  RTEF-39392

  • Modified scenario/schedule products to include missing product category Ethanol Blends (2) on the Claim for Refund of Excise Taxes (Form 8849) effective January 1, 2016 for schedule INT362S.

Form Updates

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

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

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

In this release there are 6 revised forms and 2 new forms.                   

Canada

Nova Scotia

RTEF-39344 (ADM-9546)

  • Added revised Generic Fuel Tax Return (FTG-FTD-NS) [Taxpayer Type COL] effective October 1, 2016. Return form pages changed to show new product columns and product changes in other columns based on return instructions. Supplemental schedules were also updated. 
  • 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 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.

United States

Alabama

RTEF-39391 (ADM-9586)

  • Added revised Exporter Monthly Return (MFT-EXPR) [Taxpayer Type EXP] effective January 1, 2017 to dynamically populate the tax rates on the return.
  • 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-39525 (ADM-9642)

  • Updated the Montgomery County Monthly Tax Return Motor Fuels (Other than Gasoline) (110-134) [Taxpayer Type COMNT] to use the previous month's closing inventory instead of the previous month's gains for the current month's beginning inventory.  
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

  RTEF-39675 (ADM-9712)

  • Corrected the calculation for Page 1 Line 15 on amended Supplier / Permissive Supplier Monthly Returns (MFT-SR) [Taxpayer Type SPLPS].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Alaska

RTEF-39271

  • Added revised Motor Fuel Tax Return for Aviation Fuel (Form 532) [Taxpayer Type DLRA] effective January 1, 2017.  Updated validation for Schedule 12 to require:
    • Airport Code of Flight Origination (origin_airport_code)
    • Airport Code for Alaska City (diversion_airport_code)
    • First Stop After Fueling in Alaska (destination_airport_code)
  • 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.

California

RTEF-38915

  • Added revised California State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective October 1, 2016. Changes to schedule A2, at the district level, where taxes for several cities were added and discontinued.
  • 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 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-39264

  • Modified the State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] to set the default Frequency Type Indicator to Q - Quarterly in the taxpayer preference.  Also allowed other frequencies to be selected when the taxpayer preference record is copied for override.
  • Actions:
    • This update may impact taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Massachusetts

RTEF-39122 (ADM-9436)

  • Updated the 'Intended Use' dropdown on Schedule EB with the option of 'Fuel' on Supplier's Tax Return - Special Fuels (SFT-3B) [Taxpayer Type SPLSF].
  • 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-39273

  • Added revised Aircraft (Jet) Fuel Supplier Tax Return (JFT-4S) [Taxpayer Type SPLJF] effective January 1, 2017.  Added new validation for Schedules B and C destination location code (destination_alt_jurisdiction) to require a 4-digit numeric value.
  • 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.

Minnesota

RTEF-39351

  • Updated the eFile settings and the settings on the following returns so that a complete file with original and amended transactions are included for the following:
    • Alternative Fuels Tax Return for Special Fuels (PAF-1) [Taxpayer Type DSTAL]
    • Minnesota Gasoline Tax Return (PDA-46) [Taxpayer Type DSTG]
    • Special Fuel Tax Return (PDA-49) [Taxpayer Type DSTSF]
    • Terminal Operator Report (ZY-MN-01) [Taxpayer Type TOR]
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

Mississippi

RTEF-39239 (ADM-9479)

  • Modified the XML generation to include the taxpayer FEIN value in the TransmissionID, StateEIN and SubmissionID per state request. Prior generation used the Avalara FEIN to populate these elements. [Taxpayer Types DLRG, DLRSF, TRN, TOR].
  • Actions:
    • This update affects the formatting of fields during eFile generation.            

Missouri

RTEF-39371

  • Modified the Distributor’s Monthly Tax Report (FORM 4757) [Taxpayer Type DST] to reinstate schedule INT01 validation rule to not allow Product code 130 - Jet Fuel.
  • 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-39435

  • Updated the Distributor’s Monthly Tax Report (FORM 4757) [Taxpayer Type DST] receipt and disbursement schedules to have better data alignment. 
  • Actions:
    • This update affects the visual display of the schedules - please verify the new look of the schedules.   

Oklahoma

RTEF-39555 

  • Modified the Monthly Special Fuel Use Excise Tax - Dealers Report (Form 199) [Taxpayer type DLRSF] to allow both diesel and LPG miles to print on the same line on return page 3.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

New Hampshire

RTEF-39348 (ADM-9551)

  • Updated schedule transaction rules to check for invalid schedule codes uploaded to Government application in addition to Returns Excise. Affected returns are:
    • Motor Fuel & Aviation Fuel Distributor Report (MFD 1) [Taxpayer Type DST]
    • Biodiesel Fuel Distributor Report (BDF 1) [Taxpayer Type DSTB]
    • Oil Discharge & Pollution Control Report (RT51) [Taxpayer Type ENV]
    • Motor Fuel & Petroleum Products Transporter's Report (RT113) [Taxpayer Type TRN]
  • 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-39161 

  • Added new Pennsylvania Tobacco Products Monthly Report (REV-679) [Taxpayer Type TBOTP] effective January 1, 2017.
  • 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 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-39362 (ADM-9562)

  • Updated Liquid Fuels and Fuels Tax Report (REV1096-A) [Taxpayer type DST] to allow ethanol (123) on all disbursement schedules per confirmation with the state of Pennsylvania.
  • 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-39489

  • Corrected Liquid Fuels and Fuels Tax Report (REV1096-A) [Taxpayer Type DST] to use and pro-rate override for apportioned discount.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

United States

RTEF-37074

  • Added new Harbor Maintenance Fee Quarterly Summary Report (Form 349) effective January 1, 2016. This new return has separate forms for the original and amended filings.
  • 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.

 RTEF-39392 (ADM-9587)

  • Modified schedule INT362S to allow product category Ethanol Blends (2) on Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2016.
  • 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-39387 (ADM-9580)

  • Modified Report of Prime Wholesaler/Supplier of Oilheat (Form 782-C) [Taxpayer type NORA] to use the legal name in the header Company field instead of FEIN.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

Utah

 RTEF-39274

  • Added revised Utah Fuel Tax Return (TC-109-SPL) [Taxpayer Type SPL] to use airport codes on schedules 5, 5X and 5XA.
  • Actions:
    • This update affects the validation of location fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.      

RTEF-39279

  • Updated the Utah XML eFile to use airport codes on schedules 5, 5X and 5XA for Utah Fuel Tax Return (TC-109-SPL) [Taxpayer Type SPL].
  • Actions:
    • This update affects the formatting of fields during eFile generation.       

Washington

RTEF-39292  

  • Modified return generation process to be consistent in using 'PDF Amended Schedules' flag when generating amended schedules. HISTORICAL returns affected include the following:
    • Washington - Motor Vehicle Fuel Supplier Tax Return FT-441-753A [Taxpayer Type SPLM]
    • Washington - Special Fuel Supplier Tax Return FT-441-759 [Taxpayer Type SPLSF]
    • Washington - Motor Vehicle Fuel Importer Tax Return FT-441-761A [Taxpayer Type IMPMF]
    • Washington - Special Fuel Importer Tax Return FT-441-763 [Taxpayer Type IMPSF]
    • Washington - Motor Vehicle Fuel Exporter Tax Return FT-441-767 [Taxpayer Type EXPMF]
    • Washington - Special Fuel Exporter Tax Return FT-441-765 [Taxpayer Type EXPSF]
  • 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.           

Wisconsin

RTEF-39281 (ADM-9497) 

  • Enhanced the eFile naming process to provide a more concise history log message alerting the user that a company information name control value must be entered to complete the file name.
  • Actions:
    • This update affects the file name when eFiling the return - please review the new file name created when generating the eFile 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-39586

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

 ZMS-26435

  • Added additional logging for Cert Capture integration:
    • Added a warning message if an import is attempted and the business entity matching criteria is set to anything other than 1-0-0.
    • Added logging to track when doing an insert of a business entity to Cert Capture.
    • Added logging to track when the sync excise flag is set to Yes.

 ZMS-26491 (ADM-9496)

  • Corrected copying of ending inventory of previous filed tax session to beginning inventory of new tax session. When a large file was imported and multiple batches were running simultaneously, ending inventory was being duplicated and copied to beginning inventory.

  ZMS-26649 (ADM-9773)

  • Corrected an error with producing Import summary reports for companies that are CertCapture integration enabled.

  ZMS-26702 (ADM-9781)

  • Corrected Cert Capture integration issue for some business entities that would not sync correctly to Avalara Returns Excise during transaction import if there were empty values provided by Cert Capture.

Reporting Updates

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

  ZMS-23769

  • Added ‘Start Date’ and ‘End Date’ to the report grid for Reporting > Express View > Products Codes with Categories.

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
5.27.21 Update

Release Highlights

evision date: 2/16/2017

Product release: February 16, 2017

 

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 forms and 0 new forms.

United States

Michigan

RTEF-39796 (ADM-9830)

  • Updated the Annual Terminal Operator Report (3877) [Taxpayer Type ANT] to use the correct sequence to get inventory when an amendment is done.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

New Hampshire

RTEF-39850 (ADM-9874)

  • Added Excel templates customized for New Hampshire effective January 1, 2017:
    • Motor Fuel & Aviation Fuel Distributor Report (MFD 1 SAF) [Taxpayer Type DST]
    • Biodiesel Fuel Distributor Report (BDF1) [Taxpayer Type DSTB]
    • Alternative Fuels Dealer Report (AFD1) [Taxpayer Type DSTAL]
  • Actions:
    • This ticket affects the Excel templates – please verify fields are populated correctly.

RTEF-39883 (ADM-9885)

  • Added records to return tolerance table used in Government application effective January 1, 2017 for:
    • Motor Fuel & Aviation Fuel Distributor Report (MFD 1 SAF) [Taxpayer Type DST]
    • Biodiesel Fuel Distributor Report (BDF1) [Taxpayer Type DSTB]
    • Alternative Fuels Dealer Report (AFD1) [Taxpayer Type DSTAL]
  • Actions:
    • This ticket affects the generation of returns – please verify return generation.

West Virginia

RTEF-39849 (ADM-9873)

  • Updated ‘West Virginia CSV Version 3’ version id in eFile versions to prevent eFile conflicts. Affects eFile effective November 1, 2016 for the following taxpayer types:
    • Motor Fuel Blender Report (MFT-505) [Taxpayer Type BLD]
    • Motor Fuel Distributor Report (MFT-501) [Taxpayer Type DST]
    • Motor Fuel Exporter (MFT-511) [Taxpayer Type EXP]
    • Motor Fuel Importer Report (MFT-508) [Taxpayer Type IMP]
    • Supplier/Permissive Supplier Report (MFT-504) [Taxpayer Type SPLPS]
    • Motor Fuel Transporter (MFT-507) [Taxpayer Type TRN]
  • Actions:
    • This update affects eFile generation – please verify correct versions 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.


 

 

Avalara Returns Excise
5.27.22 Update

Release Highlights

Revision date: 2/24/2017

Product release: February 24, 2017

 

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 forms and 0 new forms.

United States

Michigan

RTEF-39904 (ADM-9903)

  • Corrected the Annual Terminal Operator Report (3877) [Taxpayer Type ANT] to pull beginning inventory for each unique terminal.  
  • Actions:
    • This update affects the calculations 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-39939 (ADM-9919)

  • Updated eFile Services to truncate warning messages to 2000 characters.
  • Added a warning message to eFile History Log.
  • Enhance error handling.

Support

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

 

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