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5.28.10

 

 

Avalara Returns Excise
5.28.10 Release Highlights

Revision date: 4/3/17

Product release: April 3, 2017

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Rate and Rule Updates

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

In this release there is 1 new rate added after the 2017.3.23-5.28.10 Content Release.   New rates are identified with ‘*’.

General

RATE-10417

  • Updated Unit of Measure to ‘EA’ from ‘GLL’:
    • District of Columbia State Little Cigars
    • Rhode Island State Cigar Value of $0.63 or Less
  • Updated Unit of Measure to ‘ONZ’ from ‘GLL’:
    • District of Columbia Roll-Your-Own
    • Pennsylvania State Smokeless Tobacco < 1.2 oz.
    • Pennsylvania State Smokeless Tobacco 1.2 oz. or Greater
    • Pennsylvania State RYO/Smoking Tobacco < 1.2 oz.
    • Pennsylvania State RYO/Smoking Tobacco 1.2 oz. or Greater
    • North Carolina State Other Tobacco Products
    • Kansas State Other Tobacco Products
    • North Carolina State OTP Discount
    • District of Columbia State Other Tobacco Products
    • Kansas State OTP Discount
  • Updated Unit of Measure to ‘CIG’ from ‘GLL’:
    • Texas State Cigarettes Tax Stamp Additional NSM Allowance
    • Texas Non Settling Manufacturer Cigarette Rate
  • Updated Unit of Measure to ‘ML’ from ‘GLL’:
    • Pennsylvania State E-Cigarettes/E-Cigarette Products
  • Updated Unit of Measure to ‘PAC’ from ‘GLL’:
    • West Virginia State Cigarette - 25 Pack

Canada

*RATE-10457

  • Added new Saskatchewan Provincial Sales Tax rate of .06 effective March 23, 2017.

United States

Alabama

RATE-10398

  • Added new Gasoline tax rates effective March 1, 2017:
    • City of Loxley Gasoline                                             .03
    • City of Loxley Gasoline Police Jurisdiction                .015

RATE-10413

  • Added new City of Fruithurst Sales and Use tax rate of .03 effective January 1, 2017.
  • Added new City of Moody Sales and Use tax rate of .04 effective March 1, 2017.
  • Added new Sales and Use tax rates effective April 1, 2017:
    • City of Double Springs                                              .04
    • City of Double Springs Police Jurisdiction     .02
    • City of Attalla                                                 .05
  • http://www.revenue.alabama.gov/salestax/ratechanges.cfm

Arkansas

RATE-10414

  • Added new Sales and Use rates effective April 1, 2017:
    • City of Bald Knob                                          .0015
    • City of Haskell                                                           .02
    • City of Marion                                                            .0175
    • City of Cedarville                                           .01
    • City of Judsonia                                            .01
    • City of Pleasant Plains                                               .02
    • Searcy County                                               .015
    • St. Francis County                                         .025
    • White County                                                .0175
  • http://www.dfa.arkansas.gov/offices/exciseTax/salesanduse/Pages/RecentChangesinLocalTaxes.aspx

California

RATE-10397

  • Added State Sales and Use Tax-Food/Farming tax rate of .01 effective April 1, 2016.
  • Added new Sales and Use tax rates effective January 1, 2017:
    • State Sales/Use Tax (Simple)                                                .06
    • State Sales/Use Tax-Exemption                                .8333
    • State Sales/Use Tax-Exemption pre 2017                 .875
    • Partial State Exemption for Manufacturing,

                   Research and Development                                     .6563

  • Partial State Exemption for Manufacturing,

Research and Development pre 2017                                   .6979

RATE-10409

  • Added Sales and Use tax rates effective April 1, 2017:
    • Clearlake City                        .015
    • Fairfax City                             .0075
    • Isleton City                             .01
    • Lakeport City                          .015
    • Placerville City                        .01
    • Ridgecrest City                       .01
    • Santa Monica City                   .01
    • Monterey County                    .0075
    • Nevada County                       .005
    • Santa Clara County                 .02
    • Santa Cruz County                  .015
    • Sonoma County                      .0125
    • Stanislaus County                   .00875
    • Stockton City                         .0125
    • Tracy City                               .005
    • Visalia City                             .0075
    • West Sacramento City             .0075
    • Merced County                       .0075
    • Belmont City                           .005
    • Chula Vista City                      .005
    • Del Mar City                           .01
    • Downey City                           .005
    • Eat Palo Alto City                   .005
    • El Centro City                                     .005
    • Fortuna City                            .0075
    • Fountain Valley City                .01
    • Hemet City                             .01
    • Indio City                                .01
    • La Palma City                         .01
    • La Quinta City                         .01
    • Loomis City                            .0025
    • Lynwood City                         .01
    • Madera City                            .05
    • Martinez City                           .005
    • Menifee City                           .01
    • Newark City                            .005
    • Orland City                             .005
    • Pleasant Hill City                     .005
    • Riverside City                                     .01
    • Saint Helena City                    .005
    • Santa Paula City                     .01
    • Suisun City                             .01
    • Temecula City                         .01       
    • Ventura City                            .005
    • Wasco City                             .01
    • Westminster City                     .01
    • Yreka City                              .005
    • Yucca Valley City                    .01
  • http://www.boe.ca.gov/news/pdf/mar17tib.pdf

RATE-10415

Georgia

RATE-10411

  • Added new Sales and Use tax rates effective April 1, 2017:
    • City of Atlanta                                                .019
    • Douglas County                                .03
    • Glynn County                                                .03
    • Liberty County                                   .03
    • Pulaski County                                  .03
    • Fulton TSPLOST County                  .0075
  • http://dor.georgia.gov/sites/dor.georgia.gov/files/related_files/document/LGS/Distributions/LGS_quarterly_rate_changes_Apr_2017.pdf

RATE-10418

  • Added new prepaid taxes effective April 1, 2017:
    • Douglas Co. GA Prepaid Sales Tax – Gasoline                     .05793
    • Glynn Co. GA Prepaid Sales Tax – Gasoline                         .05793
    • Liberty Co. GA Prepaid Sales Tax – Gasoline                                   .05793
    • Pulaski Co. GA Prepaid Sales Tax – Gasoline                                   .05793
    • Douglas Co. GA Prepaid Sales Tax – Diesel                         .06183
    • Glynn Co. GA Prepaid Sales Tax – Diesel                             .06183
    • Liberty Co. GA Prepaid Sales Tax – Diesel                           .06183
    • Pulaski Co. GA Prepaid Sales Tax – Diesel                           .06183
    • Glynn Co. GA Prepaid Sales Tax – LPG                                .05862
    • Liberty Co. GA Prepaid Sales Tax – LPG                              .05862
    • Douglas Co. GA Prepaid Sales Tax - Special Fuel                 .05586
    • Glynn Co. GA Prepaid Sales Tax - Special Fuel                    .05586
    • Liberty Co. GA Prepaid Sales Tax - Special Fuel                   .05586
    • Pulaski Co. GA Prepaid Sales Tax - Special Fuel                  .05586
    • Glynn Co. GA Prepaid Sales Tax – Avgas                             .09

Illinois        

RATE-10431

  • Added tobacco rates effective July 1, 2002:
    • Cigarettes – Individual Stick Tax Rate - Lower Rate                          .049
    • Cigarette Stamps – Pack of 10                                                                      .49
    • Cigarette Stamps – Pack of 20                                                          .98
    • Cigarette Stamps – Pack of 25                                                                    1.475
  • Added tobacco rates effective June 24, 2012:
    • Cigarettes – Individual Stick Tax Rate – Higher Rate                         .099
    • Cigarette Stamps – Pack of 10                                                                      .99
    • Cigarette Stamps – Pack of 20                                                         1.98
    • Cigarette Stamps – Pack of 25                                                                     2.475
  •  Added tobacco rates effective January 1, 2017:
    • Other Tobacco Products Tax Rate Based on Wholesale Price                      .36
    • Snuff Rate Based on Ounces                                                                        .30

Indiana

RATE-10456

Kansas           

RATE-10434

  • Added Sales and Use tax rates effective April 1, 2017:
  • Dearing City Sales/Use Tax                                                              .02
  • Edna City Sales/Use Tax                                                                 .02
  • Hiawatha City Sales/Use Tax                                                            .015
  • Luray City Sales/Use Tax                                                                 .02
  • Manhattan City Sales/Use Tax                                                          .0145
  • Rolla City Sales/Use Tax                                                                  .02
  • Stafford City Sales/Use Tax                                                             .02
  • Thayer City Sales/Use Tax                                                               .02
  • Towanda City Sales/Use Tax                                                            .02
  • Yates Center City Sales/Use Tax                                                      .02
  • Ford County Sales/Use Tax                                                             .0115
  • Johnson County Sales/Use Tax                                                        .01475
  • Sumner County Sales/Use Tax                                                         .01
  • Thomas County Sales/Use Tax                                                         .015
  • Howard City Sales/Use Tax                                                              .01
  • Mullinville City Sales/Use Tax                                                           .01
  • Burrton City Sales/Use Tax                                                              .01
  • Hiawatha Hotel CID City Sales/Use Tax                                             .02
  • Augusta Comfort Inn CID City Sales/Use Tax                                    .02
  • Hays Extended Stay Hotel Partners CID City Sales/Use Tax              .02
  • Hay Investors CID City Sales/Use Tax                                              .01
  • Kansas City Rainbow Village Hotel CID City Sales/Use Tax               .0125
  • Kansas City Speedway Star Bond City Sales/Use Tax                       .01625
  • Kansas City US Soccer Star Bond City Sales/Use Tax                      .01625
  • Manhattan Blueville Addition TDD City Sales/Use Tax                       .005

Louisiana 

RATE-10446

Massachusetts  

RATE-10459

Michigan  

RATE-10416

Minnesota

RATE-10403

Missouri

RATE-10399

  • Added State Agriculture Inspection Fee rate of .0007 effective April 1, 2017.

RATE-10445

  • Added Sales and Use tax rates effective April 1, 2017:
    • Benton County                                              .015
    • Douglas County                                             .015
    • Jackson County                                             .0125
    • Granby City                                                   .02625
    • Greenville City                                               .03
    • Hallsville City                                                 .01625
    • Hartville City                                                  .025
    • Overland City                                                .0125
    • Rogersville City                                             .0225
    • Platte City Platte Valley Plaza TDD                .01
    • Vinita Park City                                              .01
    • Springfield Plaza CID City                             .005
    • Reynolds CO Ambulance District County      .005
    • Kansas City 12th Wyandotte CID City                        .01
    • Peculiar 211th Street CID City                                   .01
    • Independence 23rd Sterling CID City                        .01
    • Kansas City Broadway Area CID City                         .01
    • Shrewsbury Kenrick Plaza CID City               .01
    • Kansas City Creekwood Commons CID City .01
    • New London Highway 61 CID City                .01
    • Kansas City InterContiental CID City             .01
    • Bridgeton Missouri Bottom Rd CID City         .01
    • Bridgeton Missouri Bottom Rd TDD City       .01
    • Kansas City Uptown CID City                                    .01
    • Blue Springs White Oak CID City                  .01
    • Kansas City 3 Port CID City                           .01
    • Kansas City 4 Port CID City                           .01
    • Rolla Move Rolla TDD City                            .01
    • Phelps County Move Rolla TDD                    .01
    • Kansas City Village Green Hill TDD               .01
  • http://dor.mo.gov/pdf/rates/2017/apr2017.pdf

Nebraska

RATE-10412

  • Added City Sales and Use tax rates effective April 1, 2017.
    • Beaver Crossing                     .01
    • Edison                                   .01
    • Greeley                                  .01
    • Clarkson                                 .015
    • Fort Calhoun                           .015
    • Pilger                                                 .015
    • Blue Hill                                  .015
    • Central City                             .015
    • Fairfield                                  .015
    • Chappell                                 .02
    • Crete                                      .02
    • Pawnee City                           .02
  • http://www.revenue.nebraska.gov/salestax.html

Nevada

RATE-10430

North Carolina

RATE-10404

North Dakota

RATE-10405

Ohio

RATE-10407

  • Added County Sales and Use tax rates effective April 1, 2017:
    • Holmes                                  .0125
    • Lorain                                                .01
  • http://www.tax.ohio.gov/sales_and_use/rate_changes.aspx

RATE-10427

  • Added Petroleum Activity Tax rates effective April 1, 2017:
    •  Gasoline                                                       .0093535
    •  Diesel                                                           .0098995
    •  High Sulfur Diesel – Dyed                           .0098995
    •  Low Sulfur Diesel - Dyed                             .0098995
    •  Kerosene                                                     .0098995
    •  Propane                                                       .0041145
  •  Added new Spot rates for Petroleum Activity Tax effective April 1, 2017:
    • Gasoline                                                        1.439
    • Diesel                                                            1.523
    • Propane                                                          .633
  • http://www.prod.tax.ohio.gov/Portals/0/petroleum_activity/PAT%20Spot%20Price/SpotPricePublication2ndQ2017.pdf?utm_source=Tax.Ohio.Gov+Tax+Alerts&utm_campaign=fd9efd3b7e-EMAIL_CAMPAIGN_2017_03_13&utm_medium=email&utm_term=0_7593739655-fd9efd3b7e-190549249

Oklahoma

RATE-10401

  • Added Sales and Use tax rates effective April 1, 2017:
    • City of Healdton                    .04
    • City of Porum                                    .05
    • City of Cyril                           .04
    • City of Gate                           .02
    • Atoka County                         .0175
    • Beckham County                   .0025
    • Mayes County                                   .01375
  • https://www.ok.gov/tax/Businesses/Tax_Types/Business_Sales_Tax/New_Rates_and_Effective_Dates/

Texas

RATE-10450

  • Added new Sales and Use tax rates effective April 1, 2017.
    • City of Annetta North                                     .015
    • City of El Cenizo                                           .015
    • City of Gustine                                              .015
    • City of Ivanhoe                                              .015
    • City of Kingsbury                                           .015
    • City of Streetman                                          .015
    • Hughes Springs Municipal Dev District                      .005
    • Sunset Valley Crime Control District              .00125
    • Tyler Co. Emergency Services District 5       .015
    • Williamson Co. Emergency Services District  .02
  • https://comptroller.texas.gov/taxes/sales/quarterly-updates/apr.php

Utah

RATE-10410

  • Added new Sales and Use tax rates effective April 1, 2017.
    • City of Payson                                   .0035
    • City of Cedar Hills                0
    • City of Millcreek                    .01
    • Summit County                      .0135
    • Millard County                                   .015
    • Grand County                                    .02
  • http://tax.utah.gov/salestax/change/2017-04-01.pdf

Washington

RATE-10408

  • Added new Sales and Use tax rates effective April 1, 2017:
  • City of Kalama - COWLITZ County - State Location 0802                             .014
  • City of Lynnwood - SNOHOMISH County - State Location 3110                               .039
  • City of Mount Vernon Tax - SKAGIT County - State Location 2907              .022
  • Auburn/King Non-R.T.A - KING County - State Location 4002                                  .035         
  • Bothell/King  - KING County - State Location 1706                                       .035
  • Unincorp. Non-R.T.A - KING County - State Location 4000                          .035
  • Milton/King - KING County - State Location 1731                                          .035
  • Unincorp. Areas Non-R.T.A - PIERCE County - State Location 4100                        .019
  • Unincorp. Areas Non-R.T.A  - SNOHOMISH County - State Location 4200  .014
  • Kitsap County                                                                                                            .025
  • Lincoln County                                                                                              .015
  • Unincorp. P.T.B.A - SPOKANE County - State Location 3232                                   .023

Wisconsin

RATE-10406

Wyoming

RATE-10402

Scenario Updates

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

United States

Arizona

RTEF-39790

  • Added scenario schedules/scenario ids to support new Transaction Privilege, Use, and Severance Tax Return (TPT-2) [Taxpayer Type SLSU] effective January 1, 2017 for the following schedules:
    • INT01             97100
    • INT02             97101

Michigan

RTEF-39758

  • Added the following product categories in scenario/schedule products on the revised Fuel Supplier Return (3978) [Taxpayer Type SPL] effective January 1, 2017 for schedules 2C, 2X, 3, 6P, 6X, 10F, 10M, INT02 and INT03:
    • LPG (7)
    • Other (10)
  • Added the following product categories in scenario/schedule products on the revised Fuel Supplier Return (3978) [Taxpayer Type SPL] effective January 1, 2017 for schedule 5F:
    • Diesel Fuel - Undyed (3)
    • Biodiesel (B05 or higher) - Undyed (4)
  • Added the following product categories in scenario/schedule products on the revised Fuel Supplier Return (3978) [Taxpayer Type SPL] effective January 1, 2017 for schedules 5Z and 6Z:
    • Ethanol Blends E70-E99 (2)
    • Diesel Fuel - Undyed (3)
    • Biodiesel (B05 or higher) - Undyed (4)
    • Aviation Gasoline (5)
    • Jet Fuel (6)
  • Obsoleted the following product categories in scenario/schedule products on the revised Fuel Supplier Return (3978) [Taxpayer Type SPL] effective December 31, 2016 for schedules 7B, 13C and 13F:
    • Diesel Fuel – Dyed (8)
    • Biodiesel (B05 or higher) – Dyed (9)

New Jersey

RTEF-39654

  • Added scenario schedules/scenario ids to support revised Petroleum Products Gross Receipts Tax Return (PPT-10) [Taxpayer Type GRSRT] effective January 1, 2017 for the following schedules:
    • 9A                  45333
    • 9B                  45334
    • 9D                 45335
  • Added the following product categories in scenario/schedule products on the revised Petroleum Products Gross Receipts Tax Return (PPT-10) [Taxpayer Type GRSRT] effective January 1, 2017 for schedules 9A, 9B and 9D:
    • 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)
  • Obsoleted scenario schedules/scenario ids for the Petroleum Products Gross Receipts Tax Return (PPT-40) [Taxpayer Type GRSRT] on the following schedules effective December 31, 2016:
    • 1                    45310
    • 2B                  45312, 45313
    • 4                    45314
    • 5                    45316
    • 5A                  45325
    • 6A                  45327
    • INT01             45318
  • Obsoleted the following product categories in scenario/schedule products on the Petroleum Products Gross Receipts Tax Return (PPT-40) [Taxpayer Type GRSRT] effective December 31, 2016 for schedules 1, 2A, 2B, 2C, 2D, 4, 5A, 6A, 12A, 12B, INT01, INT02 and INT03:
    • 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)

Oregon

RTEF-39325

  • Obsoleted scenario schedules/scenario ids for the Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report (735-1302) [Taxpayer Type DLR] on the following schedules effective March 31, 2017:   
    • 1H                  60722, 60723, 60724, 60725
    • 5LO                60733, 60734, 60735, 60736
    • 7E                  60741, 60759
    • 10                  60763, 60764, 60767, 60768
    • 10AC              60745, 60746
    • 10AD             60747, 60748
  • Added scenario schedules/scenario ids to support revised Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report (735-1302) [Taxpayer Type DLR] on the following schedules effective April 1, 2017:
    • 1H                  60769, 60770, 60771, 60772, 60773, 60774
    • 5LO                60775, 60776, 60777,60778, 60779, 60780
    • 7E                  60781, 60782, 60783
    • 10                  60784, 60785, 60786,60787, 60788, 60789
    • 10AC              60790, 60791, 60792, 60793
    • 10AD             60794, 60795

Utah

RTEF-40041

  • Modified scenario/schedule products to include the following missing product categories on the Fuel Tax Return (TC-109) [Taxpayer Type SPL] for schedule 5H effective August 1, 2010:
    • Motor Fuel (1)
    • Aviation Fuel (2)
    • Diesel - Undyed (4)
    • Diesel – Dyed (5)
    • Biodiesel – Undyed (6)
    • Biodiesel – Dyed (7)
    • Kerosene – Dyed (9)

Form Updates

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

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

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

In this release there are 5 revised forms and 1 new forms.                   

United States

Alabama

RTEF-40090

  • Modified eFile generation for the Monthly Inspection Fee Return (IFR) [Taxpayer Type MIF] to add a dash if it does not exist in the seller and buyer Inspection fee permit numbers / exempt license numbers. The dash is required formatting by Alabama.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-40143

  • Added schedule transaction rules to verify buyer Inspection fee permit numbers / exempt license numbers formatted as either SIF-R######### / TXR-R######### or SIFR######### / TXRR######### for the IFR Monthly Inspection Fee Return (IFR) [Taxpayer Type MIF] effective October 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.

Arizona

RTEF-39790

  • Added new Transaction Privilege, Use, and Severance Tax Return (TPT-2) [Taxpayer Type SLSU] 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.

California

RTEF-39985

  • Modified eFile generation for the Aircraft Jet Fuel Dealer Tax Return (BOE-501-MJ) [Taxpayer Type DLRA] to remove invalid extra segments in the file that are not allowed by the state.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Michigan

RTEF-39758

  • Added revised Fuel Supplier Return (3978) [Taxpayer Type SPL] effective January 1, 2017 with the following changes:
    • Allow reporting of product categories Propane (7) and Other (10) when applicable under the gasoline column.
    • Dynamically populate tax rates on the return.
  • 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 Jersey

RTEF-39654

  • Added revised Petroleum Products Gross Receipts Tax Return (PPT-10) [Taxpayer Type GRSRT] effective January 1, 2017 with the following changes:
    • Added new schedules 9A, 9B and 9D as defined by the state for use on Page 1.
    • Updated schedules 7B-1 and 7B-2 to use origin_airport_code from the origin locations record if present. If not available, the value in the aircraft_type field will display. The return will generate as same as previous sessions if no data or location record changes are made.
  • 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-40119

  • Updated Page 2 Local Jurisdiction Summary on the following 2017 returns to calculate the penalty and interest off the Amount Due in column H:
    • 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]
  • 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-40138

  • Updated Excel transaction templates for the following 2017 return revisions to omit fields ‘OriginAddress1’ or ‘OriginCounty’:
    • 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]
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-40159

  • Modified the Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report (735-1302) [Taxpayer Type DLR] effective April 1, 2017 to:
    • Omit transactions from Page 2 column D and E calculation when the destination city is not Portland.
    • Display gallon values of zero on schedule pages when user entered.
  • 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.

Texas

RTEF-36092

  • Added revised Diesel Fuel Supplier Tax Report (06-168-A) [Taxpayer Type SPLD] to allow the use of either buyer license number or buyer signed statement number on schedules 07145 and 07147 (Schedule of tax-free sales of dyed diesel fuel sold on a signed statement) effective March 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-39438

  • Updated the Texas eFile version 4010 for schedules 07145 and 07147 to allow either buyer license number or signed statement number to be used.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-39498

  • Added revised Diesel Fuel Distributor Tax Report (06-168-A) [Taxpayer Type DSTD] to allow the use of either buyer license number or buyer signed statement number on schedules 07145 and 07147 (Schedule of tax-free sales of dyed diesel fuel sold on a signed statement) effective March 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-39499

  • Added revised Diesel Fuel Permissive Supplier Tax Report (06-168-A) [Taxpayer Type SPLPD] to allow the use of either buyer license number or signed statement number on schedules 07145 and 07147 (Schedule of tax-free sales of dyed diesel fuel sold on a signed statement) effective March 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.

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-39815

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for February 28, 2017.  

 ZMS-26964

  • Re-enable 90% matching of business entities for Schedule Transaction Importer imports/CSV Uploads.  Continue to block 90% matching on business entity imports directly from the integrated CertCapture system for CertCapture integrated clients.

Admin Updates

This section contains updates related to administration of the product.

ZMS-26782 (ADM-9858)

  • Updated the following role permissions to be View or None for ZMS_View role:
  • Comment Add Edit
  • Comment Edit Edit
  • Comment Edit My Comments Edit
  • Communication Message Edit
  • Communication Message Send Without Message Edit
  • Communication Message Specify Message Recipient Edit
  • Data File Upload Edit
  • Data Import Business Entities Edit
  • Data Import Locations Edit
  • Data Import Schedule Import Edit
  • Delete Unlocked Business Entities Edit
  • Delete Unlocked Locations Edit
  • eFile Submission Upload Edit
  • eFile Upload Edit
  • Maintenance Scenario Schedules Override Edit
  • Maintenance Schedule Profiles Override Edit
  • Master Data Export Edit
  • Master Data Import Edit
  • Return Add New Session Edit
  • Return Generate Consolidated Edit
  • Return Generate Delta Edit
  • Return Generate Filed Return Only Edit
  • Return Generate Overall Edit
  • Return Prevent Archive And Purge Edit
  • Return Remove From Workflow Edit
  • Return Unfile Tax Return Edit
  • Schedule Transactions Delete All Edit
  • Schedule Transactions
  • Tax Filing Calendar Edit
  • Tax Session Delete Edit
  • Widget Audit Session Workflow Edit
  • Widget Message Center Edit
  • Widget Schedule Transactions Import Edit
  • Widget Tax Session Workflow Edit

Tax Filing Updates

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

ZMS-26843

  • Updated the methods that lock/unlock locations and outlets to include the point of order origin and point of order acceptance locations on Sales and Use transactions.

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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