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5.28.20

 

 

Release Highlights

Revision date: 5/2/17

Product release: May 2, 2017

Rate and Rule Updates

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

In this release there are 0 new rates added after the 2017.4.25-5.28.20 Content Release.   New rates are identified with ‘*’.

Canada

RATE-10457

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

United States

Alabama

RATE-10490

  • Added new Sales and Use rates effective May 1, 2017:
    • City of Brookside                                           .04
    • City of Rockford                                             .03
    • City of Homewood Police Jurisdiction            0
    • City of Brookside Police Jurisdiction               .02
    • City of Rockford Police Jurisdiction                .015

Alaska

RATE-10478

  • Added new Tobacco Tax rates effective January 1, 2000:
    • AK State Cigarettes Tax-Pack             2
    • AK State Cigar Tax                             0.75
    • AK State Smokeless Tax                     0.75

Arkansas

RATE-10478

  • Added new Tobacco Tax rates effective January 1, 2000:
    • AR State Cigarettes Tax-Pack              0.75
    • AR State Cigar Tax                             0.68
    • AR State Smokeless Tax                     0.68

California

RATE-10478

  • Added new tobacco rates effective January 1, 2017:
    • CA State Cigarettes Tax-Pack              0.87
    • CA State Cigar Tax                             0.273
    • CA State Smokeless Tobacco Tax       0.2813
  • Added new tobacco rates effective April 1, 2017:
    • CA State Cigarettes Tax-Pack              0.87
  • Added new tobacco rates effective July 1, 2017:
    • CA State Cigar Tax                             0.2813
    • CA State Smokeless Tobacco Tax       0.273

RATE-10484

  • Updated County Sales and Use tax rates effective April 1, 2017:
    • Monterey                                            .005
    • Nevada                                              .0025
    • Santa Clara                                         .0175
    • Santa Cruz                                          .0125
    • Sonoma                                             .0075
    • Stanislaus                                          .00625
    • Merced                                               .005

Colorado

RATE-10478

  • Added new tobacco rates effective January 1, 2000:
    • CO State Cigarettes Tax                      0.84
    • CO State Cigar Tax                             0.4
    • CO State Smokeless Tax                    0.4

Delaware

RATE-10478

  • Added new tobacco rates effective January 1, 2000:
    • DE State Cigarettes Tax-Pack                                     1.6
    • DE State Cigar Tax                                                     0.4
    • DE State Smokeless Tobacco Tax                              0.4
    • DE State Snuff Tax                                                     0.54

Georgia

RATE-10460

  • Updated ‘tax type’ to CARRENTAL from MISC on Georgia City Customer Facility Charge Fee. 

             RATE-10478

  • Added Tobacco Tax rates effective January 1, 2000:
    • GA State Cigarettes Tax-Pack                                     0.37
    • GA State Cigar Tax                                                     0.23
    • GA State Little Cigar Tax                                             0.25
    • GA State Smokeless Tobacco Tax                              0.1

Hawaii            

 RATE-10478

  • Added Tobacco Tax rates effective January 1, 2000:
    • HI State Cigarettes Tax-Single                                     0.16
    • HI State Little Cigars Tax-Single                                   0.16
    • HI State Cigarettes Tax-Pack                                       3.2
    • HI State Little Cigars Tax-Pack                                     3.2
    • HI State Large Cigars Tax                                            0.5
    • HI State Smokeless Tobacco Tax                                0.7

Idaho

RATE-10478

  • Added Tobacco Tax rates effective January 1, 2000:
    • ID State Cigarettes Tax-Pack                                       0.57
    • ID State Cigar Tax                                                       0.4
    • ID State Smokeless Tobacco Tax                                0.4

Illinois                 

RATE-10468

  • Added new City of Danville tax rate of .08 for gas and .051 for diesel effective April 1, 2017.            

Indiana           

RATE-10476

  • Added Tobacco Tax rates effective January 1, 2017:
  • Other Tobacco Products Tax Rate Based on Wholesale Price   .24
  • Moist Snuff Tax Rate Based on Ounces                                   .40
  • Cigarettes - Individual Stick Tax Rate                                       .04975
  • OTP Collection Allowance                                                       .0070

RATE-10478

  • Added Tobacco Tax rates effective January 1, 2000:   
    • IN State Cigarettes Tax-Pack                                                   0.995
    • IN State Cigar Tax                                                                   0.24
    • IN State Smokeless Tobacco Tax                                            0.24

RATE-10489

Iowa            

RATE-10478

  • Added Tobacco Tax rates effective January 1, 2000:
    • IA State Cigarettes Tax-Pack                                       1.36
    • IA State Little Cigars Tax-Pack                                     1.36
    • IA State Vending Tax                                                  3.06
    • IA State Cigar Tax                                                       0.5
    • IA State Cigar Tax - Partial Rate 1                                0.22
    • IA State Cigar Tax - Partial Rate 2                                0.28
    • IA State Cigar Tax Fixed Rate                                      0.5
    • IA State Smokeless Tobacco Tax                                0.5
    • IA State Smokeless Tobacco Tax - Partial Rate 1         0.22
    • IA State Smokeless Tobacco Tax - Partial Rate 2         0.28
    • IA State Smokeless Tobacco Tax Fixed Rate               0.5
    • IA State Snuff Tax                                                      1.19

Massachusetts 

RATE-10459

  • Added new rates effective April 1, 2017:
    • Liquefied Gas                                                             .147
    • Aviation Gas                                                               .249
    • Jet Fuel                                                                      .074
  • http://www.mass.gov/dor/docs/dor/business/taxguide/fuels/fuelsratecurr.pdf

Michigan  

RATE-10462

  • Added new Michigan State Environmental Protection Fee rate of .01 effective March 29, 2017.

RATE-10470

  • Added new Prepaid Sales Tax rates effective May 1, 2017:
    • State Prepaid Sales Tax – Gasoline                 .119
    • State Prepaid Sales Tax – Diesel                     .13
    • State Prepaid Sales Tax – Biodiesel                .13
  • http://www.michigan.gov/taxes/0,4676,7-238-43519_43529---,00.html

North Carolina  

RATE-10485

  • Added new Cigarette tax rates effective January 1, 2016:
    • Cigarette Tax Rate – 20 Pack                           .45
    • Cigarette Tax Rate – 25 Pack                           .5625

Ohio

RATE-10483

  • Added Tobacco tax rates effective January 1, 2017:
    • Ohio State Other Tobacco Products                .17
    • Ohio State Little Cigars                                   .37
    • Ohio State Cigarette                                        .08
    • Cuyahoga County Ohio Cigarette                     .01725
    • Ohio State Tobacco Products Discount                       .025
    • Ohio State Stamp Rate - 20 Pack                   1.60
    • Ohio State Stamp Rate - 25 Pack                   2.00
    • Ohio Combined Stamp Rate - 20 Pack            1.945    
    • Ohio Combined Stamp Rate - 25 Pack            2.431
    • Ohio County Stamp Rate - 20 Pack                 .345
    • Ohio County Stamp Rate - 25 Pack                  .431
    • State Portion of Combined Stamp Rate           .82262
    • County Portion of Combined Stamp Rate        .17738

South Carolina

RATE-10477

  • Added new County Sales and Use tax rates effective May 1, 2017.
    • Horry Capital Project                                       .01
    • Charleston Tax Transportation                         .01
    • Jasper Tax Transportation                               .01
    • Barnwell Capital Project Tax                            .01
    • Greenwood Capital Project Tax                        .01
    • McCormick Capital Project Tax                        .01
    • Williamsburg Capital Project Tax                      .01
    • Union Local Option                                         .01
  • https://dor.sc.gov/tax-index/sales-and-use/Sales%20Notices/ST588_2172017.pdf

Tennessee

RATE-10467

  • Added new Sales and Use tax rates effective January 1, 2017:
    • Aviation Fuel                                                  .045
    • Water Carrier Energy Fuel                                .07
    • Vending Machine                                            .0225
    • Central Business Improvement District Fee       .0025

RATE-10469

West Virginia

RATE-10466

  • Updated CNG Variable Tax rate to .035 effective January 1, 2015.
  • Updated CNG Variable Tax rate to .03 effective January 1, 2016.

Scenario Updates

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

United States

Florida

RTEF-39382

  • Obsoleted the following product categories in scenario/schedule products on the Pollutants Tax Return (DR-904) [Taxpayer Type ENVP] effective December 31, 2016 for schedules INT01, INT02, INT03, INT04, INT05 and INT06:
    • INT01             31700
    • INT02             31701, 31706, 31707
    • INT03             31702
    • INT04             31703
    • INT05             31704, 31708, 31709
    • INT06             31705
  • Added scenario schedules/scenario ids to support the revised Pollutants Tax Return (DR-904) [Taxpayer Type ENVP] effective January 1, 2017 for the following schedules:
    • INT01             31710
    • INT02             31711, 31712, 31713
    • INT03             31714
    • INT04             31715
    • INT05             31716, 31717, 31718
    • INT06             31719
    • INT07             31720  
    • INT08             31721
    • INT09             31722, 31723, 31724
    • INT10             31725, 31726, 31727
    • INT11             31728
    • INT12             31729
  • Added the following product categories in scenario/schedule products on the revised Pollutants Tax Return (DR-904) [Taxpayer Type ENVP] effective January 1, 2017 for schedules INT07, INT09, and INT11:
    • Solvents (12)
    • Motor Oil & Other Lubricants (13)
    • Ammonia (14)
  • Added the following product category Solvents (12) in scenario/schedule products on the revised Pollutants Tax Return (DR-904) [Taxpayer Type ENVP] effective January 1, 2017 for schedules INT08, INT10, and INT12.

Oregon

RTEF-39465

  • Added scenario schedules/scenario ids to support the revised Oregon Petroleum Load Fee (150-608-002) [Taxpayer Type ENV] effective April 1, 2017 for the following schedule:
    • INT01             21550
  • Added the following product categories in scenario/schedule products on the revised Oregon Petroleum Load Fee (150-608-002) [Taxpayer Type ENV] effective April 1, 2017 for schedule INT01:
    • Gasoline (1)
    • Gasoline Eth-Blended (2)
    • Aviation Gasoline (3)
    • Diesel - Undyed (5)
    • Kerosene - Undyed (7)
    • Gasoline Eth-Blended Flex (10)
    • Biodiesel Blend - Undyed (11)
    • Biodiesel Blend - Dyed (12)
    • Diesel - Dyed (13)
    • Transmix (16)
    • Kerosene - Dyed (21)
    • Marine Fuel (23)

Tennessee

RTEF-40236

  • Added scenario schedules/scenario ids to support the new State and Local Sales and Use Tax Return (SLSU450) [Taxpayer Type SLSU2] effective January 1, 2017 for the following schedule:
    • INT01             99100
  • Added the following product categories in scenario/schedule products on the new State and Local Sales and Use Tax Return (SLSU450) [Taxpayer Type SLSU2] effective January 1, 2017 for schedule INT01:
    • Aviation Gasoline (3)
    • Jet Fuel (4)

United States

RTEF-39934

  • Corrected a spelling error on the following scenario schedules/scenario ids description for the Monthly Report of Storage Operations (TTB_F_5110.11) [Taxpayer Type ASTOR] for schedules:
    • INT04             96528
    • INT19             96543  

Utah

RTEF-40223

  • Modified scenario/schedule products to include the following missing product categories on the Fuel Tax Return (TC-109) [Taxpayer Type SPL] for schedules 3, 3A and 3B effective August 1, 2010:
    • Biodiesel – Undyed (6)
    • Biodiesel – Dyed (7)
    • Kerosene – Undyed (8)
    • Transmix (14)
  • Modified scenario/schedule products to include missing product category Biodiesel – Undyed (6) on the Fuel Tax Return (TC-109) [Taxpayer Type SPL] for schedule 2B effective August 1, 2010.

Form Updates

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

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

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

In this release there are 4 revised forms and 1 new forms.                   

United States

Alabama

RTEF-39933

  • Updated City of Decatur Gasoline / Motor Fuel Tax Return (GAS TAX) [Taxpayer Type CIDCT] to right justify numeric fields.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40007

  • Modified eFile submission to save work files to temporary folder within the eFile Service Engine file structure.  This change was made to eliminate an isolated 'false' error message logged on eFile transmission.    
  • Actions:
    • This ticket affects eFile submission - please review transmission is successful.

Connecticut

RTEF-39978

  • Updated Page 2, Section 3 - Declaration and Signature on the Special Fuel Tax Return (Form OP-216) [Taxpayer Type DSTSF] to include the leading zero for the month of the 'Date' signed field.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Florida

RTEF-39382

  • Added revised Pollutants Tax Return (DR-904) [Taxpayer Type ENVP] effective January 1, 2017 with the following new schedules:
    • INT07 Gallons Sold or Removed from Storage
    • INT08 Gallons Sold or Removed from Storage – Perchloroethylene
    • INT09 Tax-paid Gallons and Gallons Not Subject to Tax
    • INT10 Tax-paid Gallons and Gallons Not Subject to Tax – Perchloroethylene
    • INT11 Gallons Subject to Export Allowance
    • INT12 Gallons Subject to Export Allowance - Perchloroethylene
  • 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-39694

  • Added revised Gasoline Use Tax (GT-103) [Taxpayer Type DSTG1/DSTG2], effective May 1, 2017 with cosmetic changes. Added dynamic rate display.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Maryland

RTEF-39760

  • Corrected Special Return Jet Fuel and Aviation Gas Only (GTD300) [Taxpayer Type DSTAF] 'Period of Return' in Page 2 headings to match filing session tax period.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.     

Oklahoma

RTEF-39919

  • Modified the calculation on Page 2 Line 27 of Motor Fuel Suppliers/Permissive Suppliers - Monthly Tax Calculation to subtract the 'previous billings due or credits due' using the same method as the Page 1 Line 20 calculation.  This change was made on the May 2013, March 2015, and the current November 2015 form versions.
  • 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.

Oregon

RTEF-39465

  • Added revised Oregon Petroleum Load Fee (150-608-002) [Taxpayer Type ENV] effective April 1, 2017 with the following change:
    • Added internal schedule INT01 - Subject to Petroleum Load Fee to populate Line 1
  • 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.

South Carolina

RTEF-40056

  • Modified the following schedule validation rules on the Motor Fuel Suppliers Monthly User Fee and Fee Calculation (L-2119) [Taxpayer Type SPL] to:
    • Require an origin terminal for all schedules except 1 and 11 (rule number 40482).
    • Require destination state equal to South Carolina on Schedule 8 (rule number 40546).
    • Not require a destination terminal value for Schedule 11 (rule number 40486).
    • Not require an origin terminal for Schedule 1 when the product is B00 through B99 (rule number 40480 and 40481).
  • 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.

Tennessee

RTEF-40236

  • Added new State and Local Sales and Use Tax Return (SLS-450) [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.              

Texas

RTEF-40341 (ADM-10159)

  • Corrected the effective date to March 1, 2017 in the eFile versions table for EDI Version 4010 v2.
  • Updated the version descriptions for Texas eFile version 4010 to be more descriptive:
    • Texas EDI Version 4010 v1 (prior 3/2017)
    • Texas EDI Version 4010 v2
  •  Actions:
    • This ticket affects the generation of the eFile - please review version descriptions when selecting version and tax session to use to generate eFile.

United States

RTEF-39934

  • Updated the name description for schedules INT04, INT09, INT16, and INT18 on the Monthly Report of Storage Operations (TTB_F_5110.11) [Taxpayer type ASTOR] for spelling inconsistencies.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

West Virginia

RTEF-39874

  • Added revised Motor Fuel Supplier/Permissive Supplier Report (MFT-504) [Taxpayer Type SPLPS], effective April 1, 2017 with cosmetic changes. Added dynamic rate display.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

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-40146

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

ZMS-26971 (ADM-10023)

  • Increased the length of the schedule_transactions.sales_amount field from (10,3) (7 digits to the left of the decimal point and 3 decimal places) to (19,10) (9 digits to the left of the decimal point and 10 decimal places)

ZMS-27222

  • Added updated version of User Guide. 

Reporting Updates

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

ZMS-26940

  • Updated Reporting > Schedule Query Wizard drop down values for Mass Change to match the selected destination tax session(s).

ZMS-26945 (ADM-9960)

  • Updated Reporting > Schedule Query Wizard to allow ‘Point of Order Acceptance’ fields to be displayed.

Tax Filing Updates

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

ZMS-26004

  • Updated Tax Filing Calendar to allow editing of the ‘Status’ field after an event is created.                

ZMS-26961 (ADM-9989)

  • Updated Transactions Validation to only display the transaction records for the specific error id selected to schedule query wizard, instead of all errors.

ZMS-26962 (ADM-9999)

  • Updated Tax Filing Calendar to allow events to be created into the future.

ZMS-27136

  • Enhanced Tax Filing Calendar:
    • When editing a date based or return based event allow the assigned user to be set to blank.
    • Enhanced the dashboard Calendar widget:
      • Added previous and next arrows that page to the next day/month/week/event period and ability to set calendar back to ‘today’.
      • When a user selects to delete an event, a warning will display that an event is being deleted and confirmation is required before the event is deleted.
      • When dragging an event from one date to another, a confirmation pop-up to allow the user to confirm that they are changing the event date will display. Confirmation required to complete the change.
    • Display all date-based events from a series on Tax Filing > Calendar Events page. Previously all the events were not displayed.
      • If a user edits one of the date based events in a series, the changes are saved for that event. Series are no longer being used so any change to the series is also saved for that event.
    • Display all date-based events from a series on Tax Filing > Tax Filing Calendar.  Previously all the events were not displayed.
      • If a user edits one of the date based events in a series, the changes are saved for that event. Series are no longer being used so any change to the series is also saved for that event.
    • Modified the edit of a date based event to only allow editing of the occurrence. The option to edit the series will not be available (popup was removed).

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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