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5.28.0

This article applies to:Avalara Excise

Release versions in this document:

5.28.0

5.28.1

5.28.10

5.28.11

5.28.20

5.28.21

 

Avalara Returns Excise
5.28.0

Release Highlights

Revision date: 3/1/17

Product release: March 1, 2017

 

 

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© 2017 Avalara, Inc. All rights reserved.

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

All other trademarks are property of their respective owners.

 

About This Release

This release adds core functionality to support Sales and Use tax and is available only to SaaS-based customers under an additional license. Please contact your Sales Representative if you would like more information to add this tax type to your license.

Rate and Rule Updates

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

In this release there are 0 new rates added after the 2017.02.23-5.28.0 Content Release.   New rates are identified with ‘*’.

United States

Alabama

RATE-10389

  • Added new Sales and Use tax rates effective March 1, 2017:
    • City of Hanceville                                          .005
    • City of Foley                                                .03
    • City of Foley Police Jurisdiction                    .015
    • City of Littleville                                            .045
    • City of Hanceville Police Jurisdiction             .0025

Arizona

RATE-10391

  • Added new Jet Fuel Use Tax Transaction Privilege Sales and Use tax rates effective March 1, 2017:
    • City of Chandler                                            .00023
    • City of Gila                                                   .0003
    • City of Glendale                                            .00028
    • City of Mesa                                                 .0003
    • City of Phoenix                                             .000732
    • City of Prescott                                            .00015
    • City of Scottsdale                                         .00018
    • City of Chandler                                            .00023
    • City of Gila Bend                                          .0003
    • City of Glendale                                            .00028
    • City of Mesa                                                 .0003
    • City of Phoenix                                             .000732
    • City of Prescott                                            .00015
    • City of Scottsdale                                         .00018
  • Added new Jet Fuel Tax Over 10 Million Transaction Privilege Sales and Use tax rates effective March 1, 2017:
    • City of Chandler                                            .015
    • City of Gila Bend                                          .035
    • City of Glendale                                            .029
    • City of Mesa                                                 .0175
    • City of Phoenix                                             .023
    • City of Prescott                                            .02
    • City of Scottsdale                                         .0165
    • Gila County                                                 0
    • Maricopa County                                         0
    • Pima County                                                0
    • Pinal County                                                0
  • https://www.azdor.gov/Portals/0/TPTRates/02012017_RateTable.pdf

Colorado

RATE-10376

  • Added new Montrose County Sales and Use tax rate of .01 effective September 1, 2012.
  • Added new El Paso County Sales and Use tax rate of .0123 effective January 1, 2013.
  • Added new Larimer County Sales and Use tax rate of .0065 effective January 1, 2015.
  • Added new sales and use tax rates effective January 1, 2017:
    • Pitkin County Discount                                                                     0
    • El Paso County Discount                                                                 0
    • La Plata County Discount                                                                  .0333
    • Eagle County Discount                                                                     .0333
    • Larimer County Discount                                                                   .0222
    • Mesa County Discount                                                                      .0333
    • Gunnison County Discount                                                                .0333
    • Routt County Discount                                                                      .0333
    • Montrose County Discount                                                                .0333
    • Pueblo County Discount                                                                   .0333
    • Hayden City Discount                                                                       .0333
    • Colorado State Discount                                                                   .0333
    • RTA Roaring Fork Pitkin County                                                        .004
    • RTA Roaring Fork Pitkin County Discount                                         0
    • RTD Regional Transportation District Denver County                          .01
    • RTD Regional Transportation District Denver County Discount            .0333
    • RTA Gunnison Valley County                                                             .01
    • RTA Gunnison Valley County Discount                                              0
    • PSI Montrose County Public Safety Improvements                             .0075
    • PSI Montrose County Public Safety Improvements Discount               .0333

RATE-10393

  • Added new fuel tax rates effective January 1, 2017:
    • State CNG Tax                                  .12
    • State LNG Tax                                  .08
    • State LPG Tax                                  .09
  • Added new fuel tax rates effective January 1, 2018:
    • State CNG Tax                                  .15
    • State LNG Tax                                  .10
    • State LPG Tax                                  .11
  • Added new fuel tax rates effective January 1, 2019:
    • State CNG Tax                                  .183
    • State LNG Tax                                  .12
    • State LPG Tax                                  .135
  • https://www.colorado.gov/pacific/tax/fuel-taxes-file

Georgia

RATE-10385

RATE-10388

Indiana            

RATE-10394

Kansas

RATE-10370

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

Michigan 

RATE-10379

Mississippi

RATE-10377

  • Updated the State Environmental Protection Fee to 0 effective March 1, 2017.

South Carolina

RATE-10384

  • Added County Sales and Use tax rates effective March 1, 2017:
    • Darlington County Education Capital Improvement Tax             .01
    • Kershaw County Education Capital Improvement Tax                .01
  • Obsoleted Darlington County Sales and Use Tax Local Option effective February 28, 2017.
  • https://dor.sc.gov/tax-index/sales-and-use/Sales%20Notices/ST588_1262017.pdf

Wisconsin

RATE-10380

  • Added new tobacco taxes effective January 1, 2008:
    • Other Tobacco Products                               .50
    • Tax Rate Based on Wholesale Price               .50
    • Tax Rate Based on Individual Cigar                .50
    • Snuff                                                          1.31
    • Single Cigarette                                            .0885
  • Added new tobacco taxes effective September 1, 2009:
    • Other Tobacco Products                               .71
    • Tax Rate Based on Wholesale Price               .71
    • Snuff                                                           1.00
    • Single Cigarette                                            .1260
    • 20-Pack Cigarette                                         2.52
    • 25-Pack Cigarette                                        3.15

Scenario Updates

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

United States

Arkansas

RTEF-38869

  • Added scenario schedules/scenario ids to support new Excise Tax Return (ET1) [Taxpayer Type EXCIS] effective January 1, 2014 for the following schedule:
    • INT01             97150, 97151, 97152, 97153

Colorado

RTEF-38872

  • Added scenario schedules/scenario ids to support new City of Colorado Springs Sales Tax Return (COLORADOSPRINGS) [Taxpayer Type SCOCS] effective February 1, 2014 for the following schedule:
    • INT01             97250, 97251, 97252, 97253

RTEF-38873

  • Added scenario schedules/scenario ids to support new Denver Sales Tax Return Monthly (DENVER) [Taxpayer Type SCODV] effective January 1, 2014 for the following schedule:
    • INT01             97260, 97261, 97262, 97263

RTEF-38874

  • Added scenario schedules/scenario ids to support new Sales Tax Return, City of Gunnison (GUNNISON) [Taxpayer Type SCOGU] effective August 1, 2013 for the following schedule:
    • INT01             97280, 97281, 97282, 97283

RTEF-38875

  • Added scenario schedules/scenario ids to support new City of Montrose Sales/Use Return (MONTROSE) [Taxpayer Type SCOMT] effective January 1, 2013 for the following schedule:
    • INT01             97300, 97301, 97302, 97303

RTEF-38876

  • Added scenario schedules/scenario ids to support new City of Pueblo (PUEBLO) [Taxpayer Type SCOPB] effective August 1, 2013 for the following schedule:
    • INT01             97310, 97311, 97312, 97313

RTEF-38877

  • Added scenario schedules/scenario ids to support new City of Grand Junction (GRANDJUNCTION) [Taxpayer Type SCOGJ] effective June 1, 2012 for the following schedule:
    • INT01             97270, 97271, 97272, 97273

RTEF-38878

  • Added scenario schedules/scenario ids to support new Town of Gypsum Sales Tax Return (GYPSUM) [Taxpayer Type SCOGY] effective April 1, 2014 for the following schedule:
    • INT01             97290, 97291, 97292, 97293

RTEF-39602

  • Added scenario schedules/scenario ids to support new Aviation Fuel Sales Tax Return (DR 1510) [Taxpayer Type SLSAV] effective January 1, 2017 for the following schedules:
    • INT01             97320
    • INT02             97321
    • INT03             97322
  • Added product category Aviation Jet Fuels (1) in scenario/schedule products for schedules INT01, INT02, and INT03 on the new Aviation Fuel Sales Tax Return (DR 1510) [Taxpayer Type SLSAV] effective January 1, 2017.

Connecticut

RTEF-38942

  • Added scenario schedules/scenario ids to support new Sales and Use Tax Return (OS114) [Taxpayer Type SLSU] effective January 1, 2014 for the following schedule:
    • INT01             97350, 97351, 97352, 97353

Florida

RTEF-38879

  • Added scenario schedules/scenario ids to support new Sales and Use Tax Return (DR15) [Taxpayer Type SLSU] effective October 1, 2014 for the following schedule:
    • INT01             97500, 97501, 97502, 97503

Hawaii

RTEF-38820

  • Added scenario schedules/scenario ids to support new General Excise / Use Annual Return & Reconciliation (G49) [Taxpayer Type EXCSA] effective January 1, 2015 for the following schedule:
    • INT01             97610, 97611, 97612, 97613

 

RTEF-38880

  • Added scenario schedules/scenario ids to support new General Excise / Use Tax Return (G45) [Taxpayer Type EXCIS] effective January 1, 2015 for the following schedule:
    • INT01             97600, 97601, 97602, 97603

Illinois

RTEF-38881

  • Added scenario schedules/scenario ids to support new Sales and Use Tax and E911 Surcharge Return (ST1ST2) [Taxpayer Type SLSUM] effective October 1, 2015 for the following schedule:
    • INT01             97700, 97701, 97702, 97703

Indiana

RTEF-38884

  • Added scenario schedules/scenario ids to support new Sales & Use Tax (ST103) [Taxpayer Type SLSU] effective January 1, 2012 for the following schedule:
    • INT01             97750, 97751, 97752, 97753

Kansas

RTEF-38885

  • Added scenario schedules/scenario ids to support new Retailers' Compensating Use Tax Return (CT9U) [Taxpayer Type SRTL] effective October 1, 2014 for the following schedule:
    • INT01             97851, 97852, 97853

Kentucky

RTEF-38886

  • Added scenario schedules/scenario ids to support new Sales and Use Tax Worksheet (51A102) [Taxpayer Type SLSU] effective December 1, 2014 for the following schedule:
    • INT01             97900, 97901, 97902, 97903

Louisiana

RTEF-38887

  • Added scenario schedules/scenario ids to support new Department of Revenue Sales Tax Return (R1029A) [Taxpayer Type SLS] effective July 1, 2013 for the following schedule:
    • INT01             97950, 97951, 97952, 97953

Michigan

RTEF-38888

  • Added scenario schedules/scenario ids to support new Sales, Use and Withholding Taxes Monthly / Quarterly Return (5080SU) [Taxpayer Type SLSU] effective January 1, 2015 for the following schedule:
    • INT01             98150, 97151, 98152, 98153

RTEF-39848

  • Added scenario schedules/scenario ids to support new Sales, Use and Withholding Taxes Annual Return (5081) [Taxpayer Type SLSUA] effective January 1, 2015 for the following schedule:
    • INT01             98160, 97161, 98162, 98163

Missouri

RTEF-38903

  • Added scenario schedules/scenario ids to support new Department of Revenue Vendor's Use Tax Return (53V) [Taxpayer Type SVNDU] effective July 1, 2014 for the following schedule:
    • INT01             98251, 98252, 98253

New Mexico

RTEF-38890

  • Added scenario schedules/scenario ids to support new Long Form Combined Report System (CRS1LONGFORM) [Taxpayer Type GRSRT] effective August 1, 2013 for the following schedule:
    • INT01             98550, 98551, 98552, 98523

New York

RTEF-38891

  • Added scenario schedules/scenario ids to support new Sales and Use Tax Return (E500E536) [Taxpayer Type SLSU] effective October 1, 2014 for the following schedule:
    • INT01             98600, 98601, 98602, 98603

North Carolina

RTEF-38889

  • Added scenario schedules/scenario ids to support new Sales and Use Tax Return (E500E536) [Taxpayer Type SLSU] effective October 1, 2014 for the following schedule:
    • INT01             98650, 98651, 98652, 98653

Ohio

RTEF-38892

  • Added scenario schedules/scenario ids to support new Universal Ohio State, County and Transit Sales Tax Return (UST1) [Taxpayer Type SLS] effective September 1, 2013 for the following schedule:
    • INT01             98750, 98752, 98753

Oregon

RTEF-39323

  • Obsoleted scenario schedules/scenario ids for the Use Fuel User Tax Report – Monthly (735-1325) on the following schedules effective March 31, 2017:
    • 1B                  60930
    • 2B                  60931
    • 1UF                60932
    • 2UF                60933
  • Obsoleted the following product categories in scenario/schedule products on the Use Fuel User Tax Report – Monthly (735-1325) effective March 31, 2017 for schedules 1B, 2B, 1UF, 2UF, A and C:
    • Diesel - Undyed (5)
    • Compressed Natural Gas (6)
    • Kerosene - Undyed (7)
    • Propane (9)
    • Biodiesel Blend - Undyed (11) 
    • Biodiesel Blend - Dyed (12)
    • Diesel - Dyed (13)
    • LNG (14)
    • Used Cooking Oil - Undyed (19)
    • Used Cooking Oil - Dyed (20)
    • Kerosene – Dyed (21)
    • Undefined Products (22)
  • Obsoleted scenario schedules/scenario ids for the Use Fuel User Tax Report – Quarterly (735-1325) on the following schedules effective March 31, 2017:
    • 1B                  60940
    • 2B                  60941
    • 1UF                60942
    • 2UF                60943
  • Obsoleted the following product categories in scenario/schedule products on the Use Fuel User Tax Report – Quarterly (735-1325) effective March 31, 2017 for schedules 1B, 2B, 1UF, 2UF, A and C:
    • Diesel - Undyed (5)
    • Compressed Natural Gas (6)
    • Kerosene - Undyed (7)
    • Propane (9)
    • Biodiesel Blend - Undyed (11) 
    • Biodiesel Blend - Dyed (12)
    • Diesel - Dyed (13)
    • LNG (14)
    • Used Cooking Oil - Undyed (19)
    • Used Cooking Oil - Dyed (20)
    • Kerosene – Dyed (21)
    • Undefined Products (22)
  • Obsoleted scenario schedules/scenario ids for the Use Fuel User Tax Report – Annual (735-1325) on the following schedules effective December 31, 2016:
    • 1B                  60950
    • 2B                  60951
    • 1UF                60952
    • 2UF                60953
  • Obsoleted the following product categories in scenario/schedule products on the Use Fuel User Tax Report – Annual (735-1325) effective December 31, 2016 for schedules 1B, 2B, 1UF, 2UF, A and C:
    • Diesel - Undyed (5)
    • Compressed Natural Gas (6)
    • Kerosene - Undyed (7)
    • Propane (9)
    • Biodiesel Blend - Undyed (11) 
    • Biodiesel Blend - Dyed (12)
    • Diesel - Dyed (13)
    • LNG (14)
    • Used Cooking Oil - Undyed (19)
    • Used Cooking Oil - Dyed (20)
    • Kerosene – Dyed (21)
    • Undefined Products (22)
  • Obsoleted the following product categories in scenario/schedule products on the Use Fuel User Tax Report – Under 8000 pounds (735-1325) effective December 31, 2016 for schedules 1B, 2B, 1UF, 2UF, A and C:
    • Diesel - Undyed (5)
    • Compressed Natural Gas (6)
    • Kerosene - Undyed (7)
    • Propane (9)
    • Biodiesel Blend - Undyed (11) 
    • Biodiesel Blend - Dyed (12)
    • Diesel - Dyed (13)
    • LNG (14)
    • Used Cooking Oil - Undyed (19)
    • Used Cooking Oil - Dyed (20)
    • Kerosene – Dyed (21)
    • Undefined Products (22)

Tennessee

RTEF-38893

  • Added scenario schedules/scenario ids to support new Department of Revenue State and Local Sales and Use Tax Return (SLS450) [Taxpayer Type SLSU] effective July 1, 2015 for the following schedule:
    • INT01             99100, 99101, 99102, 99103

Vermont

RTEF-38894

  • Added scenario schedules/scenario ids to support new Sales and Use Tax Return (SU451) [Taxpayer Type SLSU] effective July 1, 2014 for the following schedule:
    • INT01             99250, 99251, 99252, 99253

Washington

RTEF-38480

  • Added scenario schedules/scenario ids to support new Multi-Purpose Combined Excise Return (MULTIPURPOSEST) [Taxpayer Type SMPEX] effective August 1, 2014 for the following schedule:
    • INT01             99350, 99351, 99352, 99353

Form Updates

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

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

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

In this release there are 7 revised forms and 28 new forms.                 

United States

Arkansas

RTEF-38869

  • Added new Sales and Use Tax Return (ET1) [Taxpayer Type EXCIS] effective January 1, 2014.
  • 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.

Connecticut

RTEF-38942

  • Added new Sales and Use Tax Return (OS114) [Taxpayer Type SLSU] effective January 1, 2014.
  • 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.

Colorado

RTEF-38872

  • Added new City of Colorado Springs Sales Tax Return eFile functionality (COLORADOSPRINGS) [Taxpayer Type SCOCS] effective February 1, 2014.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-38873

  • Added new Denver Sales Tax Return Monthly (DENVER) [Taxpayer Type SCODV] effective January 1, 2014.
  • 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-38874

  • Added new Sales Tax Return, City of Gunnison (GUNNISON) [Taxpayer Type SCOGU] effective August 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-38875

  • Added new City of Montrose Sales/Use Return (MONTROSE) [Taxpayer Type SCOMT] effective January 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-38876

  • Added new City of Pueblo (PUEBLO) [Taxpayer Type SCOPB] effective August 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-38877

  • Added new City of Grand Junction (GRANDJUNCTION) [Taxpayer Type SCOGJ] effective June 1, 2012.
  • 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-38878

  • Added new Town of Gypsum Sales Tax Return (GYPSUM) [Taxpayer Type SCOGY] effective April 1, 2014.
  • 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-39602

  • Added new Aviation Fuel Sales Tax Return (DR 1510) [Taxpayer Type SLSAV] 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.

Florida

RTEF-38879

  • Added new Sales and Use Tax Return (DR15) [Taxpayer Type SLSU] effective October 1, 2014.
  • 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.

Hawaii

RTEF-39820

  • Added new General Excise / Use Annual Return & Reconciliation (G49) [Taxpayer Type EXCSA] effective January 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.

RTEF-38880

  • Added new General Excise / Use Tax Return (G45) [Taxpayer Type EXCIS] effective January 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-38881

  • Added new Sales and Use Tax and E911 Surcharge Return (ST1ST2) [Taxpayer Type SLSUM] 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.

Indiana

RTEF-38884

  • Added new Sales & Use Tax (ST103) [Taxpayer Type SLSU] effective January 1, 2012.
  • 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.

Kansas

RTEF-38885

  • Added new Retailers' Compensating Use Tax Return (CT9U) [Taxpayer Type SRTL] effective October 1, 2014.
  • 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-38886

  • Added new Sales and Use Tax Worksheet (51A102) [Taxpayer Type SLSU] effective December 1, 2014.
  • 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-39575

  • Enhanced the logic to create multiple Page 1's for the Monthly Report of Cigarette Wholesaler (73A420) [Taxpayer Type TBCW] when needed.
  • 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.

Louisiana

RTEF-38887

  • Added new Department of Revenue Sales Tax Return (R1029A) [Taxpayer Type SLS] effective July 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.

Michigan

RTEF-38888

  • Added new Sales, Use and Withholding Taxes Monthly / Quarterly Return (5080SU) [Taxpayer Type SLSU] effective January 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.               

RTEF-39848

  • Added new Sales, Use and Withholding Taxes Annual Return (5081) [Taxpayer Type SLSUA] effective January 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.

Missouri               

RTEF-38903

  • Added new Department of Revenue Vendor's Use Tax Return (53V) [Taxpayer Type SVNDU] effective July 1, 2014. 
  • 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-39729 (ADM-9759)

  • Updated the Supplier and Permissive Supplier's Monthly Report (572) [Taxpayer Type SPL] to display the current Inspection fee rate of $0.0.25 on Page 1 Line 12.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Nevada

RTEF-39608

  • Modified the product descriptions to be legible on Worksheet 5 - Other Inventories of the Fuel Supplier / Dealer Tax Return (MC038) [Taxpayer type SPLDL].
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

New Mexico

RTEF-38890

  • Added new Long Form Combined Report System (CRS1LONGFORM) [Taxpayer Type GRSRT] effective August 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.

New York

RTEF-38891

  • Added new State and Local Annual Sales and Use Tax Return (ST101) [Taxpayer Type SLSA] effective February 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.

North Carolina

RTEF-38889

  • Added new Sales and Use Tax Return (E500E536) [Taxpayer Type SLSU] effective October 1, 2014.
  • 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.

Ohio

RTEF-38892

  • Added new Universal Ohio State, County and Transit Sales Tax Return (UST1) [Taxpayer Type SLS] effective September 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.

Oregon

RTEF-39323

  • Added revised Use Fuel User Tax Report [Taxpayer Types USEUM, USEUQ] effective April 1, 2017 and [Taxpayer Type USEUA, USE8K] effective January 1, 2017 with the following changes:
    • Added new local jurisdiction of Portland.
    • Removed all schedules. Data will be entered via Tax Sessions/Session Detail prompts.
  • 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-39324

  • Added revised Fuels Tax Refund Claim [Taxpayer Type RDLRC] effective April 1, 2017 with the following changes:
    • Added new local jurisdictions of Portland, Reedsport and Troutdale.
  • 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-39325

  • Added revised Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report [Taxpayer Type DLR] effective April 1, 2017 with the following changes:
    • Added new local jurisdictions of Portland, Reedsport and Troutdale to Page 3 Receipts and Disbursements Summary.
  • 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-39326

  • Added revised Use Fuel Seller Tax Report [Taxpayer Types USESM, USESQ] effective April 1, 2017 and [Taxpayer Type USESA] effective January 1, 2017with the following changes:
    • Added new local jurisdiction of Portland.
  • 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-39327

  • Added revised Fuels Tax Refund Claim City Fuel Tax Special Refund Program [Taxpayer Type RDLRS] effective April 1, 2017 with the following changes:
    • Added new local jurisdiction of Reedsport.
  • 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-39487

  • Added new excel transaction templates for the following 2017 return revisions:
    • Fuel Tax Refund Claim (735-1200) [Taxpayer Type RDLRC]
    • Motor Vehicle Fuel And Aircraft Fuel Dealer Tax Report (735-1302D) [Taxpayer Type DLR]
    • Use Fuel Seller Tax Report - Annual (735-1334A) [Taxpayer Type USESA]
    • Use Fuel Seller Tax Report - Monthly (735-1334M) [Taxpayer Type USESM]
    • Use Fuel Seller Tax Report - Quarterly (735-1334Q) [Taxpayer Type USESQ]
    • Application for Motor Vehicle Fuel Dealer License (735-1350) [Taxpayer Type APDLR]
  • Actions:
    • This update affects the excel templates used for data upload – please verify the new look of the return.   

Tennessee

RTEF-38893

  • Added new Department of Revenue State and Local Sales and Use Tax Return (SLS450) [Taxpayer Type SLSU] effective July 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.              

United States

RTEF-39617

  • Updated the name description of schedule INT07 on the Monthly Report of Storage Operations (TTB_F_5110.11) [Taxpayer type ASTOR].
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Vermont

RTEF-38894

  • Added new Sales and Use Tax Return (SU451) [Taxpayer Type SLSU] effective July 1, 2014.
  • 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.              

Washington

RTEF-38480  

  • Added new Multi-Purpose Combined Excise Return (MULTIPURPOSEST) [Taxpayer Type SMPEX] effective August 1, 2014.
  • 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-38895

  • Added new Multi-Purpose Combined Excise Return eFile functionality (MULTIPURPOSEST) [Taxpayer Type SMPEX] effective August 1, 2014.
  • Actions:
    • This ticket affects the generation of the eFile - 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-39730

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for January 31, 2017.

ZMS-22453

  • Updated page_requests table and logging of page requests to include the current company id, header id and header sequence.

ZMS-24914

  • Updated wording of tab to ‘Scheduled Tasks’ from ‘Exports’ on pages throughout the system for consistency.  This tab displays results when exporting or running a scheduled task.

ZMS-25130

  • Retired the Database Maintenance Plan Scheduled Task.  All of its functionality was moved into the System Initiated Clean Up Task. New site settings were created to set the lengths of time to keep data.   The following site settings were added to Admin >Site Settings: 
    • Number of Days to retain AvaTax Transactions (0 for infinite)
    • Number of Days to retain Messages in Message Center (0 for infinite)
    • Number of Days to retain Unviewed Returns (0 for infinite)
    • Number of Days to retain Failed eFiles (0 for infinite)
    • Number of Days to retain Process Headers (0 for infinite)
    • Number of Days to retain Schedule Transaction Import Headers (0 for infinite)
    • Number of Days to retain Audit Data (0 for infinite)
    • Workflow Engine - Number of Days to retain Scheduled Task Queue Items (0 for infinite)
  • NOTE:  Prior to installing the upgrade, take a screenshot of current setting values from the Database Maintenance job.  After the install, use the screenshot to set up the new Site Settings.

ZMS-25366

  • Added export capability to the History Log tab on the Schedule Transaction Importer.  The log can be exported as Excel or CSV format.

ZMS-26025

  • Reviewed entire system and modified how the end of day time is calculated to all be standard with the built-in function EndOfDay().  Previously in some cases the calculation was done in a custom manner.  No changes to system functionality should be noticed.  All generated end-of-day times should be 23:59:59.

ZMS-26039 (ADM-9336)

  • Updated the system to prevent a database race condition causing Dashboard error message: ‘An error occurred while trying to retrieve Schedule Transaction Import Information’ immediately after loading data via Schedule Transaction Importer.

ZMS-26040

  • Updated column name to ‘Master Company ID’ from ‘Company ID’ on Maintenance > Companies > Settings tab.

ZMS-26106

  • Updated sender email address on email sent from global exception handler page to use the "Email outgoing sender address" site setting

ZMS-26130

  • Updated all audit log loads queries in SQL to avoid deadlocks.

ZMS-26247

  • Updated to create new Business Account when a creating a certificate in CertCapture for a renewed license instead of expanding the date range on an existing Business Account.

ZMS-26266

  • Updated all services to enclose the exe path with quotes for customers that might have a space in the path.

ZMS-26275

  • Updated CertCapture Client ID to have a field type code for integers instead of strings in Maintenance > Companies > Settings. 

ZMS-26283

  • Added new fields to Header Sequences table to support CIF based returns: CIF returns are primarily Sales Tax returns that take advantage of Avalara’s core sales tax functionality.
    • Calculation ind
    • Return calculation date
    • Manual entry hash
    • CIF hash
    • AvaTax cleanup counter
  • Added new fields to Schedule Transactions to support CIF based returns:
    • Point of order acceptance id
    • Point of order origin id
    • Document type
    • Item code id
    • Sales amount
    • Discount amount
    • Exemption code
  • Added new fields to Taxpayer Preferences:
    • Calculation ind
    • Credit netting ind
    • Taxpayer id
    • Submission type ind
    • Duplicate form ind
  • Added new fields to Taxpayer Types:
    • Location required ind
    • Outlet ind
  • Added a new table Universal Aggregator Request
    • Request id
    • Header id
    • Header sequence
    • Request submitted date
    • Response received date
  • Added four new tables to store the transaction taxes returned by AvaTax.  These tables will support saving of the AvaTax transaction and tax results from creating and taxing a transaction.
    • AvaTax transactions – will store header details returned by transaction calculations in AvaTax
    • AvaTax transaction lines – will store line level details returned by transaction calculations in AvaTax
    • AvaTax transaction details – will store the taxes associated with each line level returned by transaction calculations in AvaTax
    • AvaTax transaction addresses – will store the addresses associated with each line and detail returned by transaction calculations in AvaTax.
  • Added a new table for Tax Codes to store the tax codes from AvaTax that can be mapped to an item codes record.  Each item_code can be associated with a single tax_code record.  Tax codes are used to define item-based exemptions.  Assigning a tax code to an item will result in the tax rules associated with the tax code being used for calculating tax on the item. 
  • Added document type filed to Schedule Scenarios table.

ZMS-26293

  • Updated CertCapture to compare the ClientID of the queue message to the ClientID of the current company being processed to ensure they are the same.  If they are not, do not delete the queue message.

ZMS-26337

  • Added logging to Schedule Transactions Importer to indicate if the ‘Enable Workflow Reset’ checkbox was checked.

ZMS-26404 (ADM-9835)

  • Updated when associating a user with SAML authenticating system to have the password never expires flag set
    • Existing users that are enabled for SAML authentication have also had this flag set.  This means the Primary authentication system (not our system) determines when password changes are required.  Note the problem this prevents is extra communication warnings about password expiration being sent from our system, no users were actually incorrectly prevented from accessing the system.

ZMS-26461

  • Added version number to the following log messages for Schedule Transaction Import:
    • Schedule Transactions Import Task has started.
    • Schedule Transactions Import Task has completed.
    • Workflow Data Import Mapping Task has started.
    • Workflow Data Import Mapping Task has completed.

ZMS-26621

  • Added new common code type of ‘DOCUMENT TYPE’ to support return calculations for CIF based returns.  Valid Document Types:
    • Sales Order
    • Sales Invoice
    • Purchase Order
    • Purchase Invoice
    • Return Order
    • Return Invoice
    • Inventory Transfer Order
    • Inventory Transfer Invoice
    • Reverse Charge Order
    • Reverse Charge Invoice
  • Added new filed ‘Location ID’ to Headers table.
  • Added ability to store documents needed for CIF based returns.  The documents will be saved in the Return Documents table and a link to each document will be stored in the Header Sequence table.  The following records were added to Return Documents table to support these changes:
    • Customer Input File (CIF)
    • Computed Form Data (CFD)

ZMS-26622

  • Added the following fields to Taxpayer Contacts table to support Sales and Use Returns:
    • Fax country code
    • Fax extension
    • Contact Company name
    • First Name
    • Last Name
    • Phone Country Code
    • Phone Extension
    • Personal Identification Number
    • Tax Identification Number
    • Country
  • Added the following fields to Company Accounts:
    • Location Id
      • The application screen functionality for company accounts will be updated to support the location_id field.  For any taxpayer_type where the location_required_ind = ‘Y’, a location must be selected for the company_account.  This is like associating a terminal code with a tax session.  It is a required field.  A location cannot be selected for a taxpayer_type where the location_required_ind = ‘N’.
      • The company accounts grid will support the new fields.  For location_id, any of the available location fields can also be displayed.  For a record that does not have a location_id, the fields will be blank.
      • The location_id selected for a company account must be effective beginning with the same effective_date as the company_account.
    • Registration Id
    • Fax
    • Fax Country Code
    • Fax Extension
    • Phone
    • Phone Country Code
    • Phone Extension
  • Added new fields to Company Information table:
    • Fax
    • Fax Country Code
    • Fax Extension
    • Phone
    • Phone Country Code
    • Phone Extension
  • Added a new table Company Settings to keep track of settings used for AvaTax.  The settings are maintained at a company level instead of at the master company level.  The settings will be displayed on the Maintenance > Companies page using an additional tab called ‘AvaTax Settings’.  Company Settings will have the following fields:
    • Company Id
    • Country Code
    • Jurisdiction
    • Setting Code
    • Setting Description
    • Setting Value
    • Category
    • Encrypted Ind
    • Back End Ind
    • Field Type Code

ZMS-26623

  • Removed records from Taxpayer Returns table that are not supported by Avalara Returns Excise.
  • Added new fields to Return Definitions table:
    • tfc field ind
    • base field name
    • min field index
    • page increment
  • Added a new table Form Master Tax Authority to capture the valid tax authority id values associated with CIF based returns. It is possible to have more than one tax authority id per return.  Added fields form master id and tax authority id.
  • Added cif ind field to Schedule Transaction Rules table.

ZMS-26663

  • Added updated version of User Guide. 

Admin Updates

This section contains updates related to administration of the product.

ZMS-26432 (ADM-9596)

  • Updated Admin > About to not display the ‘License Key’ tab to users with View access.

ZMS-26819

  • Increased ‘User Address’ column size to 100 characters from 50 characters on Admin > System Diagnostic > Page Request Information page.

Archive Updates

This section contains updates related to archive and restore functions.

ZMS-25359 (ADM-8640)

  • Updated code to avoid object reference (null) exception when archiving an ExSTARS session or eFile in Archive > Archive Tax Session.

ZMS-26291

  • Updated Archive Creation, Archive Import and Purge tasks to include the avatax_transactions, avatax_transaction_lines, avatax_transaction_details, and avatax_transaction_addresses when archiving Sales and Use tax sessions.

eFiling Updates

This section contains updates related to eFiling.

ZMS-25648

  • Updated eFile log control numbers to use current eFile settings.

ZMS-26019

  • Modified the eFile Viewer page user controls to match the standard.  No changes were made to how the controls function.

ZMS-26139

  • Added ‘TS997’ tab to eFile Viewer to allow uploads of acknowledgement file where appropriate.

ZMS-26256

  • Updated to set ‘FJ’ as control number for ExSTARS ‘Original – Replacement’.  When a user skipped the Settings tab and went to Inventory, selected inventory and then selected Next, the user was redirected to the Settings tab where the FJ control number was not populated. If the user clicked Generate and the eFiling Option was ‘Original – Replacement’, the message about the FJ control number being required would display.

ZMS-26422

  • Updated the eFile viewer > Scheduled Tasks tab to only display the tasks for the selected eFile.

ZMS-26498 (ADM-9045)

  • Updated eFile Viewer to prevent front-end users from generating eFiles owned by back-end users and vice versa.   The checkbox will not be visible and a message will display that session is owned by front-end or back-end user.  

Maintenance Updates

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

ZMS-23676

  • Moved the execution of ‘Mass Subscribe/Unsubscribe’ grid actions in Maintenance > Workflow to be a scheduled task instead of interactive.  This now submits a job instead of forcing users to wait at a locked screen for a long time when there are many records to be updated.

ZMS-25317

  • Enhanced maintenance pages to prevent dropdown page overflow.

ZMS-25348

  • Corrected the ‘Between’ filter on Rule ID on Maintenance > Schedule Validation Rules grid.

ZMS-25979

  • Updated the ‘description’ field length from 50 to 256 characters on Maintenance > Companies >Settings tab.

ZMS-26007

  • Removed master company id from Maintenance > Due Dates.  Users are able to modify due dates on original tax sessions from Tax Filing > Tax Sessions > Session Details > Form Settings Tab, if they have edit access to Due Dates.    Due Dates can still be added or updated via Maintenance > Due Dates.   If there is a record in Due Dates, that date will be used for calculating.  If there is not a date in Due Dates, then date on Session Details will be used.
    • Deployed Users:  Company specific due date records have been removed.   Due dates will no longer be saved when calculated. 
    • SAAS Users:  Removed all records from Due Dates.  Due dates will be calculated for each tax session.

ZMS-26012

  • Updated Maintenance > Locations > Modify Effective/Obsolete Date logic to not allow new effective dates that are after the location obsolete date or ignore new obsolete dates that are before the location effective date.​​​​​​​

ZMS-26125

  • Updated Maintenance > Custom Schedules to validate Taxpayer Type and Company Account effective dates when adding custom schedules.  If the custom schedule’s effective date is before the taxpayer type’s effective date or after the obsolete date, a message will display.  If the custom schedule’s effective date is before the company account’s effective date or after its obsolete date, a message will display.​​​​​​​

ZMS-26265 (ADM-9505)

  • Updated to allow just postal code on locked business entities to be updated when the postal code format is invalid.

ZMS-26169

  • Updated CSV Master Data Import to maintenance tables to only update the ‘Updated Date’ field for parent records of impacted child records.   Previously, all parent records had their ‘Update Date’ modified.​​​​​​​

ZMS-26271

  • Added the following fields to the Maintenance > Taxpayer Preferences > Columns:
    • Authorized Person Name
    • Calculation Ind
    • Company Identifier Ind
    • Contact Name
    • Credit Netting
    • Duplicate Form
    • eFile Amended Schedules
    • eFile Calculation View
    • Late Load Cut-Off Months
    • PDF Amended Schedules
    • PDF Calculation View
    • PDF Include Schedules
    • Preparer Name
    • Process Amended
    • Process Original
    • Taxpayer Name

ZMS-26281

Added logging of number of locations and alternate locations deleted when user mass deletes unlocked locations in Maintenance > Locations.

ZMS-26316

  • Added a message recommending back-up of data to Maintenance > Master Data Import > Master Data Import Viewer > select Next button and taken to Data Setting tab where message will display.

ZMS-26394

  • Added new Maintenance > Item Codes page. An item code represents a specific item or product that is to be taxed.  Items are not specific to a country or jurisdiction.  Customers would need to manually add or import items in order to use them in a transaction.  A tax code will be associated with each item code record. 

ZMS-26446

  • Renamed Maintenance > ‘Tobacco Products’ from ‘Products Tobacco’
  • Renamed Tax Filing > Transactions Import > Add New Record > Data Settings tab ‘Tobacco Products Import’ from ‘Products Tobacco Import’.  Also updated screen title to ‘Tobacco Products Import’ from ‘Products Tobacco Import’; and button ‘Import Tobacco Products’ from ‘Import Products Tobacco’.
  • Updated log message to ‘Tobacco Products’ from ‘Products Tobacco’.

ZMS-26464

  • Updated to not allow user with View Access to delete custom schedules from Maintenance > Custom Schedules.
  • Updated to not allow custom schedules to be deleted that are in use in a tax session.

ZMS-26471

  • Added ‘Document Type’ field to Maintenance > Schedules Scenarios. Schedule scenarios will be used to assign transactions from CIF-based returns to the appropriate taxpayer type and tax session.  The additional fields added for CIF-based returns will be available for creating scenarios.
    • Added new options: Exemption Code, Sales Amount, Discount Amount, and Item Code to drop down field ‘Detail Field’ on Maintenance > Schedule Scenarios > Details tab.
    • Added new options: Point of Order Acceptance and Point of Order Origin to drop down field ‘Location Field’ on Maintenance > Schedule Scenarios > Locations tab.

ZMS-26490

  • Added a new Maintenance > Tax Codes page.  Tax codes are used to define item-based exemptions.  Assigning a tax code to an item will result in the tax rules associated with the tax code being used for calculating tax on the item.  At this time, manual changes are not allowed.

ZMS-26501

  • Added a new Maintenance > Outlets page.   Outlets will support CIF-based returns that utilize outlets. 

When an outlet tax form is reported, the outlet details are required.  Typically, on an outlet form the origin location will be associated with an outlet.  Validation rules will be added to verify that the origin of a transaction is associated with a single active outlet.

ZMS-26502

  • Added new Schedule Scenario comparison operators EXCLUDEAND and EXCLUDEOR for business accounts. With EXCLUDEOR, if any one of the conditions are met, the business account is not considered a match and the transaction will not be inserted. With EXCLUDEAND, if all of the conditions are met, the business account is not considered a match and the transaction will not be inserted. If one or more EXCLUDEAND conditions are not met, the transactions will be inserted (provided all other conditions match). EXCLUDEAND and EXCLUDEOR are exclusive and cannot be used together.

Reporting Updates

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

ZMS-24315 (ADM-7663 and ADM-8951)

  • Removed obsoleted Products and Mode Codes for Mass Change and Copy record tasks for Reporting > Schedule Query Wizard Legacy.

ZMS-25472

  • Updated Reporting > Schedule Query Wizard to retain the number of rows when the query is being modified.   Previously, any change to the query would reset the number of rows to 20.

ZMS-25517

  • Enhanced error message to ‘No tax session selected; you must select a tax session before building/running a query’ from ‘No tax session selected’ in Reporting > Schedule Query Wizard.

ZMS-25684 (ADM-8965, ADM-9847, and ADM-9849)

  • Added drop down values in Reporting > Schedule Query Wizard for the following fields: correction type, exempt location type, filing type, heating type, operation type, purchase type, receipt type, residential type, tax free type, tax paid type, and tribal code.

ZMS-25996

  • Updated wording of option on Reporting > Express View reports to ‘Check to display maximum number of records (this will override the page size setting)’ from ‘Check to display maximum number of records’.  

ZMS-26365

  • Updated Reporting > Schedule Query Wizard to refresh possible jurisdictions to be selected when the companies were changed and the jurisdiction was no longer a valid option.

ZMS-26367

  • Added an error message that a column needs to be selected when using ‘Group By/Summary’ from Reporting > Schedule Query Wizard.

ZMS-26432 (ADM-9425)

  • Added ‘Import Xref Version’ to the ‘Fields in Schedule’ in Reporting > Express Views report.  This will allow users to export the data across jurisdictions.

ZMS-26460 (ADM-9632)

  • Added ‘Return Guideline Name’ and ‘Return Guideline Updated Date’ columns to Reporting > Express View > Return Information.

ZMS-26484 (ADM-9660)

  • Updated Reporting > Schedule Query Wizard to allow all field types to be available for grouping.  Previously only non-numeric fields were available.

Schedule Transaction Importer Updates

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

If you are upgrading Scheduled Transaction Importer to 5.28 version, please follow the below instructions.

 

PRO-1804

  • Added functionality to import the following sales and use fields:
    • Item Code
    • Item Code Description
  • The below line needs to be in appsettings.config file in order to set default value within the Import Unmatched Update and Copy dropdown for Item Codes Import within sales and use transactions:

<add key="ItemCodesUpdateMatchesMode" value="copy" />

PRO-1810

  • Removed the word ‘Zytax’ from a logging message when a column is missing in the middle of the file.

PRO-1811 (ADM-9784)

  • Added a new feature that allows a PDI user to filter the data source dropdown. The default value is blank, which means it will work like it did in 5.27.  However, if you would like to filter out all tables that are not PDI, then the user has the ability to display only the tables they want to see by adding them to the PDI tables filter separated by a comma. 
  • NOTE:  The table that is in your “PDITableName” value must be in your “PDITablesFilter” list.
    • Add only the tables you want to see into the "PDITablesFilter" value inside the appsettings.config

<add key="PDITablesFilter" value="Table_1, Table_2, Table_3 " />

  • The line above shows how a user would display three tables in the dropdown.

PRO-1813 (ADM-9846)

  • Added the website version back into the 5.28 version of Schedule Transaction Importer upon launch. 

Tax Filing Updates

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

ZMS-24917

  • Updated wording on updated actions on Tax Filing > Tax Sessions grid:
    • File Returns from Mass File Tax Sessions
    • Approve Workflow Tasks from Mass Approve Workflow Tasks
    • Approve Workflow Tasks from Mass Approve Tax Sessions

ZMS-25869

  • Added ability to add comments and supporting documents to Tax Filing > Tax Filing Calendar > Tax filing Calendar Events.
  • Added ability to Create New Events and Edit Events in Tax Filing > Tax Filing Calendar > Tax filing Calendar Events.
  • Added ability for custom field names in Tax Filing > Tax Filing Calendar > Tax filing Calendar Events.

ZMS-26001

  • Updated Tax Filing > Transactions page to display schedules for selected tax session if previously in Maintenance Companies.

ZMS-26009

  • Updated Tax Filing > Tax Sessions > Transaction Validation to process mass change without error when a schedule rule is selected and later removed.

ZMS-26111 (ADM-9400)

  • Added a message to inform user that workflow may be impacted when unfiling a tax session or audit session.

ZMS-26112 (ADM-9400)

  • Enhanced workflow to give users a message when changing ownership of a filed session that has not finished workflow tasks.

ZMS-26122 (ADM-9400)

  • Added last_generated_by column to header_sequences to save the user id of the person who last generated the tax session. This user id is used when attempting to file to determine if the return needs to be regenerated.

ZMS-26284

  • Added functionality when a Sales and Use Tax Return is generated in Avalara Returns Excise, the transactions taxes will be calculated in AvaTax and stored in Avalara Returns Excise.

ZMS-26285

  • Added functionality when a Sales and Use Tax Return is filed or unfiled, the AvaTax transactions are updated in its system and in sync with data in Avalara Returns Excise.
  • Added a new table to store customer item codes.  An item code represents a specific item or product that is to be taxed.  Items are not specific to a country or jurisdiction. Users will manually add or import items in order to use them in a transaction.  A tax code will be associated with each item code record.  When transaction data is imported, the item code should match an entry in the item_codes table.  The associated description and tax_code will be used to calculate the tax associated with a transaction.

ZMS-26346

  • Corrected comments to not display ‘&nbsp’ when the space bar is hit while typing comment for Return Guidelines and exporting using Excel or CSV. 

ZMS-26430

  • Added new drop down field ‘Select page to Display’ on Tax Filing > Tax Sessions > Session Details > Form Manual Entry tab.   For Sales and Use returns with multiple occurrence pages and many prompts, this will help the user more easily populate the data.

ZMS-26624

  • Added the following ‘Location’ columns to Tax Sessions grid:
    • Location ID
    • Location Country
    • Location Region/State
    • Location County
    • Location County Code
    • Location City
    • Location Terminal Code
    • Location Description
    • Location Custom ID Code
    • Location Address Line 1
    • Location Address Line 2
    • Location Postal Code
    • Location Airport Code
    • Location Alternate Jurisdiction
  • Added ‘Location’ field to Tax Session creation pop-up.  This will be used for Sales and Use Returns and will work similar to Terminal Operator Returns.  If a Sales and Use Locations Return is created, then the Location is required.
  • Updated Import to use Location and Schedule Type to create a tax session.

ZMS-26666

  • Added ability to save manual overrides and multiple occurrence values as overrides by page on Form Manual Entry tab for Sales and User returns.
  • Added new fields ‘cfd_field_name’ and ‘page_instance’ to return details table.

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
5.28.1 Updat

Release Highlights

Revision date: 3/16/2017

Product release: March 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 are 0 revised forms and 0 new forms.

United States

Georgia

RTEF-39851 (ADM-9876 and ADM-9894)

  • Added revised eFile Excel template effective 1/1/2017 for the MFD04 Motor Fuel Tax return for the following taxpayer types [DSTMF, DSTAF, DSTLP, DSTSF]
  • Actions:
    • This update affects the excel templates used for eFile – please verify the eFile includes the correct rates and calculations.

New York

ZMS-26924

  • Updated end date calculation to set the timestamp to end of day (23:59:59) for two frequencies for New York Sales and Use return and eFile [Taxpayer Type SLSA].  This update will ensure the correct value displays in eFile Options controller for filing frequency.
    • Annual October to September – P
    • Annual March to February - N
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.           

Oregon

 RTEF-40032

  • Added updated template to include ‘Jurisdiction Definitions’ worksheet for Application for Motor Vehicle Fuel Dealer License (735-1350) [Taxpayer Type APDLR].
  • Actions:
    • This update affects the Excel template used for data upload – please verify the new look of the return.

RTEF-40059

  • Added revised Use Fuel User Tax Report [Taxpayer Type USE8K] effective January 1, 2017 with the following changes:
    • Added new local jurisdiction of Portland
    • Removed all schedules. Data will be entered via Tax Sessions/Session Detail prompts.  Updated template to include ‘Jurisdiction Definitions’ worksheet for Application for Motor Vehicle Fuel Dealer License (735-1350) [Taxpayer Type APDLR].
  • 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-40095

  • Enhanced validation rules on the Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report (735-1302) [Taxpayer Type DLR] for schedules 1H, 5LO, 7E, 10, and 10AD to allow city of Troutdale transactions when products are in categories:
    • Diesel – Undyed (5)
    • Biodiesel Blend – Undyed (11)
    • Used Cooking Oil – Undyed (19)
  • 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-39979

  • Updated the functionality that executes the schedule transaction rules to take into account the generation of sales and use returns.

RTEF-39981

  • Updated Return Definitions to use all the new fields created for Sales and Use.

RTEF-39983

  • Updated the following tables for Sales and Use enablement:
    • Returns
    • Schedule Columns
    • Schedule Scenarios
    • Schedule Transaction Rules
    • Schedules
    • Taxpayer Preferences
    • Taxpayer Returns
    • Taxpayer Types
    • Return Definitions

RTEF-39999

  • Updated the tax return generation for Sales and Use that utilizes services provided by Universal Aggregator (UA) and Universal Return Generator (URGE) to create the output.  URGE will return a PDF document of the return. 

RTEF-40049

  • Updated calculation of taxes in AvaTax calculator to determine how the tax will be calculated based on Tax Up and Gross Down indicator 

ZMS-26900

  • Updated business entity matching priorities to set before importing during the CerCapture-Process Queue Message task.  The priorities were set to 1-0-0 (custom id, legal name, id code/type).
  • Updated the log message to display when only one of the priorities is incorrect.  Previously it only displayed when all three priorities were incorrect.

ZMS-26919

  • Added functionality when a Sales and Use Tax Return is generated in Avalara Returns Excise, the transactions taxes will be calculated in AvaTax and stored in Avalara Returns Excise.

ZMS-26931

  • Added logging for each database to System Initiated Clean-Up Task for eFile details clean-up method to assist with troubleshooting.

ZMS-26934

  • Added cif_ind to schedule trans rules insert trigger on schedule transaction rules table.

ZMS-26954 (ADM-9978)

  • Corrected the Taxpayer Preference ‘Enable Copy Inventory’ when set to ‘Yes’, to not duplicate beginning inventory on Terminal Operator return.

eFiling Updates

This section contains updates related to eFiling.

RTEF-39982

  • Added eFile functionality for Sales and Use Returns.

 

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: 4/12/2017

 

Product release: April 12, 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 are 0 revised forms and 0 new forms.

 

United States   

New Jersey

 RTEF-40278 (ADM-10102)

  • Reduced font size to prevent truncated data on Petroleum Products Gross Receipts Tax Return (PPT-10) [Taxpayer Type GRSRT] effective January 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Utah

 RTEF-40223 (ADM-10080)

  • Corrected Fuel Tax Return (TC-109-SPL) [Taxpayer Type SPL] to omit product categories 6 & 7 (B00, D00) from Column F - Environmental Assurance Fee calculations except where permitted.
  • 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 product function).       

RTEF-40273

  • Updated Sales and Use Return generation to use form_version_id in the returns table to get the version instead of using the latest version. 

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
5.28.21 Update

Release Highlights

Revision date: 5/18/2017

Product release: May 18, 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.

Please note:  Avalara provides the following two methods for you to receive these updates.  You only need to use one of these two methods to receive the updates.  The Rate and Rule Update is provided for the purpose of testing content early before rates go into effect.  Note that you still need to apply the monthly service pack on a regular basis.  Avalara strongly recommends that you apply the monthly service pack in a timely manner.  If you get behind on these service packs, you are not getting the latest product enhancements and corrections.  It is highly recommended that you stay up to date with the monthly service pack. 

  1. Run the setup.exe associated with this content release.  This release can be found on the support site.  Please contact support if you have any questions.
  2. Run any of the monthly service packs following this content release

 

Monthly service packs are cumulative and will apply all updates and content from whatever version you are currently running.

 

United States

Colorado

RATE-10500

  • Added new State Environmental Surcharge rate of .009375 effective April 1, 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 are 0 revised forms and 0 new forms.

United States   

New Mexico

 RTEF-40500 (ADM-10245)

  • Modified the Combined Fuel Tax Report (RPD-41306) [Taxpayer Type DSTSW] to retrieve Location Code values from field destination_alt_location on schedule 5A.
  • Updated the XML generation process to retrieve the Location Code value in the eFile using the value from the destination_alt_location field.
  • Actions:
    • This update affects the visual display of the return – please verify correct data displays.
    • This update affects the generation of the eFile - please review values are populated correctly.

RTEF-40412 (ADM-10201)

  • Corrected Combined Fuel Tax Report (RPD-41306) [Taxpayer Type DSTSW] to require ‘city’ is populated if a terminal.
  • Actions:
    • This update affects the generation of the eFile - please review values are populated correctly.

Utah

 RTEF-40466 (ADM-10228)

  • Replaced encrypted test password for testing transmission with the state.
  • Actions:
    • This update replaced the test password - please review test files can be transmitted to the state.

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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