Skip to main content
Avalara Help Center

5.29.0

Avalara Returns Excise
5.29.0

5.29.10

5.29.11

5.29.20

Release Highlights      

Revision date: 6/1/17      

Product release: June 1, 2017

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

© 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 2017.05.25-5.29.0 Content Release.   New rates are identified with ‘*’.

Netherlands

RATE-10457 and RATE-10495

  • Added historical rates for 2014, 2015, 2016, and 2017 to support new Netherland returns. 

United States

Alabama

RATE-10496

Alaska

RATE-10497

Colorado

RATE-10500

  • Added new State Environmental Surcharge rate of .009375 effective April 1, 2017.

Indiana         

RATE-10505

  • Obsoleted Indiana State Prepaid Sales Tax rate December 31, 2014.

RATE-10513

Louisiana       

RATE-10509

Maine

RATE-10512

  • Added new Tobacco Tax rates effective January 1, 2016:
    • State Smoking Tobacco                                                          0.20
    • State Smokeless Tobacco < 1 oz.                                           2.02
    • State Smokeless Tobacco => 1 oz.                                         2.02

Maryland

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • MD State Cigarettes Tax-Pack                                                 2
    • MD State Cigarettes Tax-Pack Less than 11                             1
    • MD State Cigarettes Tax-Single (with Pack More than 20)          0.1
    • MD State Cigar Tax                                                                 0.7
    • MD State Premium Cigar Tax                                                   0.15     
    • MD State Smokeless Tobacco Tax                                          0.3

Michigan  

RATE-10498

Mississippi

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • MS State Cigarettes Tax-Pack                                                 0.68
    • MS State Cigar Tax                                                                 0.15
    • MS State Smokeless Tobacco Tax                                          0.15

Missouri

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • MO State Cigarettes Tax-Pack                                                 0.17
    • MO State Cigar Tax                                                                 0.1
    • MO State Smokeless Tobacco Tax                                          0.1

Montana

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • MT State Cigarettes Tax-Pack                                      1.7
    • MT State Cigar Tax                                                     0.5
    • MT State Smokeless Tobacco Tax                               0.5       
    • MT State Moist Snuff Tobacco Tax                              0.85

Nebraska

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • NE State Cigarettes Tax-Pack                                      0.64
    • NE State Cigar Tax                                                     0.2
    • NE State Smokeless Tobacco Tax                               0.2
    • NE State Snuff Tobacco Tax                                       0.44

Nevada

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • NV State Cigarettes Tax-Pack                                      1.8
    • NV State Cigar Tax                                                     0.3
    • NV State Smokeless Tobacco Tax                               0.3

New Jersey                       

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • NJ State Cigarettes Tax-Pack                                    2.7
    • NJ State Cigar Tax                                                    0.3
    • NJ State Smokeless Tobacco Tax                             0.3

Oklahoma            

 RATE-10510

Oregon

RATE-10493

  • Added new rates for City of Newport:
    • Effective June 1, 2017                                    .03
    • Effective November 1, 2017                            .01
    • Effective June 1, 2018                                    .03

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • OR State Cigarettes Tax-Pack                         1.32
    • OR State Cigar Tax                                         0.65
    • OR State Smokeless Tobacco Tax                  1.78

Utah

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • UT State Cigarettes Tax-Pack                          1.7
    • UT State Cigarettes Tax-Pack Over 3 lbs          1.9926
    • UT State Cigar Tax                                          0.86
    • UT State Little Cigars Tax-Single                      0.085
    • UT State Smokeless Tobacco Tax                   0.86
    • UT State Moist Snuff Tobacco Tax                  1.83

Vermont

RATE-10511

  • Added new Tobacco Tax rates effective January 1, 2016:
    • New Smokeless Tobacco Packages < 1.2 oz Tax                     3.08
    • New Smokeless Tobacco Packages => 1.2 oz Tax                   2.57
    • Snuff Tax                                                                               2.57
    • Other Tobacco Products Tax                                                   0.92
    • Cigars < 2.18 per Cigar Tax                                                     0.92
    • Cigars > 2.17 and < 10.00 per Cigar Tax                                   2.00
    • Cigars > 9.99 per Cigar Tax                                                     4.00
    • Vermont State Discount                                                          -0.02
  • Added new Tobacco Tax rates effective August 1, 2016:
    • Roll-Your-Own Tax                                                                  0.154
    • Little Cigars Tax                                                                      0.154
    • Roll Your Own Equivalent Rate                                                0.0325

RATE-10519

Washington

RATE-10494

  • Added new Tobacco Tax rates effective January 1, 2000:
    • WA State Cigarettes Tax-Pack                                                 3.025
    • WA State Cigar Tax                                                                 0.95
    • WA State Little Cigars Tax-Single                                             3.025
    • WA State Smokeless Tobacco Tax                                          0.95
    • WA State Moist Snuff Tobacco Tax - less than 1.2 oz               2.526

Scenario Updates

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

Canada

Nova Scotia

RTEF-40404

  • Modified scenarios/schedule products to include missing product categories Transmix (20), Compressed Natural Gas (22), Liquefied Natural Gas (23) and Marine Gas Oil (42) to the Generic Collector Summary Form (FTG-FTD-NS) [Taxpayer Type COL] effective October 1, 2016 for the following schedules:
    • INT01
    • INT02
    • INT03
    • INT04
    • INT06
    • INT07
    • SUP01
    • SUP04
    • SUP06
    • SUP07
  • Modified scenario/schedule products table for Generic Collector Summary Form (FTG-FTD-NS) [Taxpayer Type CO] to remove invalid product category Heating Oil Undyed (31) effective June 1, 2014 for the following schedules:
    • INT01
    • INT02
    • INT03
    • INT04
    • INT06
    • INT07
    • SUP01
    • SUP04
    • SUP06
    • SUP07

Ontario

RTEF-40583

  • Modified scenarios/schedule products to include missing product categories Diesel Fuel Undyed (2) and Aviation Gasoline (6) to the Generic Collector Summary for Gasoline and Related Products (COLG-ON) [Taxpayer Type COLG] effective June 1, 2014 for the following schedules:
    • INT01
    • INT02
    • INT03
    • INT04
    • INT06
    • INT07
    • INT08
    • INT09
    • INT10
    • INT11
    • SUP01
    • SUP02
    • SUP03
    • SUP04
  • Modified scenario/schedule products table for Generic Collector Summary for Gasoline and Related Products (COLG-ON) [Taxpayer Type COLG] to remove invalid product categories Diesel Fuel Dyed (3) and Liquefied Petroleum Gas (21) effective June 1, 2014  for the following schedules:
    • INT01
    • INT02
    • INT03
    • INT04
    • INT06
    • INT07
    • INT08
    • INT09
    • INT10
    • INT11
    • SUP01
    • SUP02
    • SUP03
    • SUP04
  • Modified scenario/schedule products table for Generic Collector Summary for Gasoline and Related Products (COLG-ON) [Taxpayer Type COLG] to remove the following invalid product categories effective June 1, 2014 for schedule INT05:
    • Gasoline (1)
    • Diesel Fuel Dyed (3)
    • Ethanol (8)
    • Ethanol Blends (9)
    • Methanol (10)
    • Liquefied Petroleum Gas (21)
    • Compressed Natural Gas (22)
    • Liquefied Natural Gas (23)

Saskatchewan

RTEF-37076

  • Added missing scenario schedules/scenario ids for the Generic Fuel Collector Summary Form (FTG-FTD-SK) [Taxpayer Type COL] effective November 1, 2014 for the following schedules:
    • SUP01           70254
    • SUP04           70255
  • Added the following product categories in scenario/schedule products on the revised Generic Fuel Collector Summary Form (FTG-FTD-SK) [Taxpayer Type COL] effective December 1, 2016  for schedules INT01, INT02, INT03, INT05, INT06, INT07, INT08, INT09, INT10, SUP01 and SUP04:
    • Compressed Natural Gas (22)
    • Liquefied Natural Gas (23)
  • Obsoleted the following product categories in scenario/schedule products on the revised Generic Fuel Collector Summary Form (FTG-FTD-SK) [Taxpayer Type COL] effective November 30, 2016 for schedules INT01, INT02, INT03, INT05, INT06, INT07, INT08, INT09, INT10, SUP01 and SUP04:
    • Ethanol Blends (9)
    • Biodiesel Blends Undyed (14)
    • Bunker Fuel (37)
  • Obsoleted the following product categories in scenario/schedule products on the revised Generic Fuel Collector Summary Form (FTG-FTD-SK) [Taxpayer Type COL] effective November 30, 2016 for schedules SUP02, SUP03 and SUP05:
    • Gasoline (1)
    • Diesel Fuel Undyed (2)
    • Diesel Fuel Dyed (3)
    • Kerosene Undyed (4)
    • Kerosene Dyed (5)
    • Aviation Gasoline (6)
    • Jet Fuel (7)
    • Ethanol (8)
    • Ethanol Blends (9)
    • Biodiesel 100% Undyed (12)
    • Biodiesel 100% Dyed (13)
    • Biodiesel Blends Undyed (14)
    • Biodiesel Blends Dyed (15)
    • Transmix (20)
    • Liquefied Petroleum Gas (21)
    • Other Hydrocarbons (25)
    • Biodiesel 99.9% Undyed (26)
    • Biodiesel 99.9% Dyed (27)
    • Heating Oil Dyed (30)
    • Bunker Fuel (37)
    • Locomotive Fuel (38)
    • Dyed Gasoline (39)

Netherlands

RTEF-39204

  • Added scenario schedules/scenario ids to support new Excise Duties and Consumption Tax Return (ACC 470E-2Z10FOL3) [Taxpayer Type EXCIS] effective January 1, 2017 for the following schedules:
    • INT01             95100
    • INT02             95101
  • Added the following product categories in scenario/schedule products on the new Excise Duties and Consumption Tax Return (ACC 470E-2Z10FOL3) [Taxpayer Type EXCIS] effective January 1, 2017 for schedules INT01 and INT02:
    • Petrol (1)
    • Gas Oil (2)
    • Kerosene (3)
    • Heavy Fuel Oil (4)
    • Liquefied Petroleum Gas (5)
    • Liquefied Natural Gas (8)
    • Petrol Oil Leaded (9)

RTEF-39206

  • Added scenario schedules/scenario ids to support new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for the following schedules:
    • INT01             95000
    • INT02             95001
    • INT03             95002
    • INT04             95003
    • INT05             95004
    • INT06             95005
    • INT07             95006
    • INT08             95007
    • INT09             95008
    • INT10             95009
    • INT11             95010
    • INT12             95011
    • INT13             95012
    • INT14             95013
    • INT15             95014
    • INT16             95015
    • INT17             95016
    • INT18             95017
    • INT19             95018
    • INT20             95019
    • INT21             95020
    • INT22             95021
    • INT23             95022
    • INT24             95023

 

  • Added the following product categories in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedules INT01, INT02, INT04, INT05, and INT12:
    • Crude Oil (10)
    • Natural Gas (12)
  • Added the following product categories in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedules INT03, INT06, INT13, INT14, INT17, INT18 and INT24:
    • Petrol (1)
    • Gas Oil (2)
    • Kerosene (3)
    • Heavy Fuel Oil (4)
    • Liquefied Petroleum Gas (5)
    • Electricity (6)
    • Coal and Coke (7)
    • Liquefied Natural Gas (8)
    • Petrol Oil Leaded (9)
    • Other (11)
    • Natural Gas (12)
  • Added the following product categories in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedules INT07, INT10, INT12, INT15, INT19, INT20 and INT21:
    • Petrol (1)
    • Gas Oil (2)
    • Kerosene (3)
    • Heavy Fuel Oil (4)
    • Liquefied Petroleum Gas (5)
    • Coal and Coke (7)
    • Liquefied Natural Gas (8)
    • Petrol Oil Leaded (9)
    • Crude Oil (10)
    • Other (11)
    • Natural Gas (12)
  • Added the following product categories in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedules INT09 and INT16:
    • Petrol (1)
    • Gas Oil (2)
    • Kerosene (3)
    • Heavy Fuel Oil (4)
    • Liquefied Petroleum Gas (5)
    • Electricity (6)
    • Coal and Coke (7)
    • Liquefied Natural Gas (8)
    • Petrol Oil Leaded (9)
    • Crude Oil (10)
    • Other (11)
    • Natural Gas (12)
  • Added the following product categories in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedule INT08:
    • Electricity (6)
    • Liquefied Natural Gas (8)
    • Crude Oil (10)
    • Natural Gas (12)
  • Added the following product categories in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedule INT23:
    • Gas Oil (2)
    • Kerosene (3)
    • Heavy Fuel Oil (4)
    • Liquefied Natural Gas (8)
    • Petrol Oil Leaded (9)
    • Other (11)

 

  • Added product category Electricity (6) in scenario/schedule products on the new Petroleum Raw Materials and Products (Z029) [Taxpayer Type SURVEY] effective January 1, 2017 for schedule INT11.

United States

Alabama

RTEF-39929

  • Modified scenario schedules/scenario ids for the Supplier/Permissive Supplier Monthly Return (MFR-SR) [Taxpayer Type SPLPS] to require the destination jurisdiction state to be Alabama for the following schedule:
    • 5A                  40560, 40561

Florida

RTEF-40526

  • Obsoleted scenario schedules/scenario ids for the Report of Gasoline, Kerosene, and #1 Fuel Oil Sales in the State of Florida (DACS-03222) [Taxpayer Type ENVI] effective June 30, 2013 on the following schedules:
    • INT01             31200, 60103
    • INT02             31201, 60102
    • INT03             31202
  • Obsoleted the following product categories in scenario/schedule products on the Report of Gasoline, Kerosene, and #1 Fuel Oil Sales in the State of Florida (DACS-03222) [Taxpayer Type ENVI] effective June 30, 2013 for schedules INT01, INT02, INT03, INT04:
    • Gasoline (1)
    • Diesel Fuel - Undyed (2)
    • Kerosene (5)

New Jersey

RTEF-40369

  • Obsoleted scenario schedules/scenario ids for the Petroleum Products Gross Receipts Tax Return (PPT-40) [Taxpayer Type GRSRT] on the following schedule effective December 31, 2016:
    • 2A                  45311

Form Updates

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

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

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

In this release there are 9 revised forms and 3 new forms.  

Canada               

Saskatchewan

RTEF-37076

  • Added revised Generic Fuel Collector Summary Form (FTG-FTD-SK) [Taxpayer type COL] effective December 1, 2016. Changes include a new summary return page and 5 new schedules; FTD-6, FTD-7, FTG-6, and FTG-7.
  • 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-39562

  • Added new Generic Fuel Collector Summary eFile functionality (FTG-FTD-SK) [Taxpayer type COL] effective December 1, 2016.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

Netherlands

RTEF-40182

  • Added new Netherlands, Survey Monthly Return eFile functionality (Z029) [Taxpayer Type SURVY] effective January 1, 2017.
  • Actions:
    • This ticket affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-39204

  • Added new fuel return for Netherlands, Excise Duties and Consumption Taxes Return (ACC 047E-2Z10FOL3) [Taxpayer Type EXCIS] effective January 1, 2017.
    • 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-39206

  • Added new fuel return for Netherlands, Survey Monthly Return (Z029) [Taxpayer Type SURVY] effective January 1, 2017.
    • 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

Alabama

RTEF-39929

  • Added schedule validation rule for Schedule 5A requiring destination state to be in Alabama on the Permissive Supplier Monthly Return (MFT-SR) [Taxpayer Type SPLPS].
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • 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-40188

  • Updated the Monthly Inspection Fee Return (IFR) [Taxpayer Type MIF] to add a hyphen in the buyer or seller license number, when missing, for Schedules A, C, D or F.
  • Actions:
    • This update affects the visual display of the schedule – please verify the new look of the schedule.

Arkansas

RTEF-39759 (ADM-9798)

  • Updated the prompt for 'Check If This Is A Final Report' on the Licensed LPG Supplier (5500) [Taxpayer Type SPLLP] to have a default value of 'No'.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

California

RTEF-39559 (ADM-9663)

  • Added new eFile version 'California EDI 4030 Version 4' effective June 1, 2017 with the following changes:
    • Added ability to insert bank account information under Maintenance / Companies / Payment Settings
      • BPR01 - Transaction Handling Code ('S'-Single Debit Authorization, 'P'-Pre-notification)
      • BPR05 - Payment Format Code ('CCD'-Cash Concentration/Disbursement, 'CCP'-Cash Concentration/Disbursement plus Addenda)
      • BPR13 - Bank Routing and Transit Number
      • BPR14 - Bank Account Number Qualifier ('DA'-Demand Deposit, 'SG'-Savings)
      • BPR15 - Bank Account Number
    • Included common segments BPR01 - BPR17 when payment amount and payment date are populated via prompt values in taxpayer types of DLRA, SPLD, SPLM
    • Obsoleted eFile version 'California EDI 4030 Version 3' effective May 31, 2017
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-39728

  • Added revised California State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective January 1, 2017.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40064

  • Added revised Aircraft Jet Fuel Dealer Tax Return (BOE-501-MJ)[Taxpayer Type DLRA] effective June 1, 2017 to add prompts for 'Payment Amount' and 'Payment Date' that will be used in eFile.
  • Actions:
    • This update does not affect the calculations nor the visual display of the return.
    • This update will affect the generation of the eFile. Payment information will be included in the eFile if included in the tax session prompts.

RTEF-40065

  • Added revised Supplier of Diesel Fuel Tax Return (BOE-501-DD)[Taxpayer Type SPLD] effective June 1, 2017 to add prompts for 'Payment Amount' and 'Payment Date' that will be used in eFile.
  • Actions:
    • This update does not affect the calculations nor the visual display of the return.
    • This update will affect the generation of the eFile. Payment information will be included in the eFile if included in the tax session prompts.

RTEF-40067

  • Added revised Supplier of Motor Vehicle Tax Return (BOE-501-PS)[Taxpayer Type SPLM] effective June 1, 2017 to add prompts for 'Payment Amount' and 'Payment Date' that will be used in eFile.
  • Actions:
    • This update does not affect the calculations nor the visual display of the return.
    • This update will affect the generation of the eFile. Payment information will be included in the eFile if included in the tax session prompts.

Colorado

RTEF-40149

  • Modified the Aviation Fuel Sales Tax Return (DR1510) [Taxpayer Type SLSAV] to:
    • Retrieve Juris Code values from field origin_alt_location on schedules INT01, INT02 and INT03.
    • Display an informational history log message only when a tax rate is not found in the tax rate table
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

District of Columbia

RTEF-40170 (ADM-10044)

  • Added revised Motor Fuel Tax Return (FR-400M) [Taxpayer Type DST] effective January 1, 2017 to include 2017 PDF with cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Illinois

RTEF-39577

  • Modified the Evergreen Park Vehicle Fuel Tax Monthly Return (EVERGRNPK) [Taxpayer Type VIEVP] to sort Page 2 rows by Retail Dealer (buyer_name).
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Kansas

RTEF-40567

  • Corrected an exception error upon return generation for the Retailers' Compensating Use Tax Return (CT9U) [Taxpayer Type SRTL].
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Massachusetts

RTEF-40122 (ADM-10010)

  • Modified the Aircraft(Jet) Fuel Supplier Tax Return (Form JFT-4S)[Taxpayer Type SPLJF] to retrieve and display Location Code on Schedules B & C from the field destination_alt_location.
  • 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-40148

  • Modified Excel eFile generation to retrieve and include Location Code values via field destination_alt_location from the Aircraft (Jet) Fuel Supplier Tax Return.
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

New Jersey

RTEF-39871 (ADM-9890)

  • Added revised SCC-5 Spill Compensation and Control Tax [Taxpayer Types ENV] effective January 1, 2017 to include 2017 PDF with cosmetic changes only.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

New Mexico

RTEF-40412 (ADM-10201)

  • Modified the eFile generation for the Combined Fuel Tax Report (RPD-41306) [Taxpayer Type DSTSW] to complete without error even when the terminal location does not contain a 'city' value.
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-40602 (ADM-10291)

  • Modified the Combined Fuel Tax Report (RPD-41306) [Taxpayer Type DSTSW] to fail the return generation when a critical return validation error is encountered.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

 

RTEF-40604

  • Updated the amended return generation for the Combined Fuel Tax Report (RPD-41306) [Taxpayer Type DSTSW] to calculate and display values across all sequences when the ‘Overall’ option is selected.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Ohio

RTEF-39966 (ADM-9923)

  • Added schedule transaction rules to check for buyer FEIN = ‘999999999’ for the following returns:
    • Ohio Transporter Return (CC2) [Taxpayer Type TRN] effective January 1, 2011
    • Ohio Exporter Return (EX2) [Taxpayer Types EXPEA, EXPEB] effective January 1, 2011
    • Ohio Fuel Dealer’s Tax Return (MF2) [Taxpayer Types DLR] effective November 1, 2016
    • Terminal Report (TO2) [Taxpayer Types TOR] effective November 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.

Oregon

RTEF-39105

  • Enhanced the eFile upload for the Road Usage Charge Report (735-9951) [Taxpayer Type RDUSR] to provide a better explanation when a file fails during the extraction process.
  • Actions:
    • This update affects the messaging during eFile extraction process.

South Carolina

RTEF-39261 (ADM-9482)

  • Removed duplicate Schedule 3 pages from the return generation of the Motor Fuel Bonded Importers Monthly Return (L-2105) [Taxpayer Type IMPB].
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

United States

RTEF-39967 (ADM-9931)

  • Added new state of 'BJ' - Baja California to the jurisdictions table for use on origins and destinations in ExSTARS on the following returns:
    • Terminal Operator Report (Form 720-TO) [Taxpayer Type TOR]
    • Carrier Summary Report (Form 720-CS) [Taxpayer Type CAR]
  • 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.

Vermont

RTEF-40297 (ADM-10110)

  • Added revised Motor Fuel Distribution Report - Importations (CVO-09) [Taxpayer Type DSTMI] effective January 1, 2017 to modify the Petroleum Cleanup Fund Fee calculation on Line 22.
  • 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-40298 (ADM-10110)

  • Added revised Vermont Diesel Distributors Monthly Report (CVO-10) [Taxpayer Type DSTD] effective January 1, 2017 to modify the Petroleum Cleanup Fund Fee calculation on Line 11.
  • 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.

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-39756 (ADM-9788, ADM-9859)

  • Modified the return generation process to accommodate location values containing parentheses (i.e. city or county names).  

RTEF-40186

  • Added holiday calendar for the Netherlands (country_code = 'NLD' and jurisdiction = 'NL') for years 2017 through 2020.  

RTEF-40276

  • Added the ability to download the Universal Aggregator request and response for trouble shooting sales and use return generation issues.  

RTEF-40293

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for April 30, 2017.  

ZMS-24652

  • Updated Active Directory configuration (for Deployed clients that use Active Directory for SSO authentication) to validate the authentication of the user for all pages, not just the first page access.

ZMS-24891 (ADM-8193)

  • Updated the System Initiated Cleanup Task to not disable a user if their password was reset within the past 48 hours.

ZMS-25836 and ZMS-26129

  • Enhanced the system session time out notification to work across all tabs the application is open in.

ZMS-25908

  • Fixed Back button on view message popup for front end users from Dashboard > Mailbox Icon > click on message > click Back button.

ZMS-26631

  • Updated all API/web service integration calls to perform a company License Key expiration check before performing any action and return an error message if expired.  

ZMS-26642 (ADM-9692)

  • Corrected page timing out when an update is made on a page. The site now uses the same setting as a page time out request. The specific scenario is with express view, but the change applies to all pages.  Updated to align the AsyncPostBackTimeout to use the value from the web.config.

ZMS-26648

ZMS-26907

  • Added a check during the install to verify that user has db_owner to do the database upgrade.

ZMS-27223

  • Added updated version of User Guide. 

ZMS-27252

  • Added the common code description for allowance_code to the basic_schedule_information view.

Admin Updates

This section contains updates related to administration of the product.

ZMS-21884

  • Replaced ‘Maintenance Company Settings’ authorization role element with role elements for each company setting category:
  • The new role elements only have None or Edit permission options.
    • Maintenance Company Settings Accounting Settings
    • Maintenance Company Settings Ava Tax 15
    • Maintenance Company Settings Ava Tax Excise
    • Maintenance Company Settings Cert Capture
    • Maintenance Company Settings Comments
    • Maintenance Company Settings Communication Center
    • Maintenance Company Settings Payment Settings
    • Maintenance Company Settings Schedule Transaction Import
    • Maintenance Company Settings System Defaults
    • Maintenance Company Settings Transmission Settings
    • Maintenance Company Settings Universal Aggregator
    • Maintenance Company Specific Settings Comments
  • Moved two communication settings from ‘System Defaults’ to ‘Communication Center’ Settings Category on Maintenance > Companies > Settings tab.
    • Receive messages through Email
    • Receive messages through letter

ZMS-23593

  • Added new authorization element ‘Return Supporting Documents’ to control view and edit access to Supporting Documents on returns and applications.

  • NOTE:  View or Edit access may need to be updated for ‘Return Supporting Documents’ role.

  • NOTE:  Only tax session and applications with records in return documents table will have Supporting Documents tab visible.

ZMS-24004

  • Removed GLRecon (General Ledger Reconciliation) authorization elements from Admin > Roles.

ZMS-25379 (ADM-9805)

  • Added ability to export and import role permissions for back-end users with Roles edit access on Admin > Roles.

ZMS-26011

  • Updated Admin > Scheduled Tasks status to be set to warning if any of the items processed are flagged as a warning.  

ZMS-26433 (ADM-9597)

  • Added the Scheduled Task tab and Export License Information button to the Returns Excise and AvaTax Excise tabs on Admin > About page.  This provides another way to visually verify the jurisdictions that are valid on a license key.

ZMS-26436

  • Updated Admin > Roles to not display tooltip when clicking on Filter.  Previously, the tooltip was overlapping the Menu.

ZMS-26528 (ADM-9739)

  • Updated Admin > User List to export to Excel and not include filters in the first row of the Excel spreadsheet.

ZMS-26668 (ADM-9758)

  • Corrected typo in warning message that displays on Schedule Transaction Importer widget from dashboard when removing imported transactions.  The message now reads ‘All transactions in unfiled and unlocked tax sessions’ instead of ‘unfilled’.

ZMS-26719

  • Updated Admin > Support Cases to allow files up to 25MB to be uploaded to Sales Force support cases (previously the limit was 2MB).

ZMS-26727 (ADM-9807)

  • Updated the descriptions on authorization elements for Admin > Roles:
    • Removed ‘Zytax’ from the description
    • Replaced ‘Determination’ with ‘Avalara Excise’

ZMS-26749

  • Updated the query used to determine how many Unlock Business Entity\Location Schedule Tasks are running for a company to help prevent database deadlock conditions.

ZMS-26792

ZMS-26982

  • Updated System Initiated Cleanup job that removes old eFile details to delete a single header’s detail records to improve performance of the job.

ZMS-27105 and ZMS-27108

  • Added ‘Authorized Components – Change Logging’ on Admin > About > Avalara Excise Platform license key page.  This supports capturing change records in the comments.  Each license key must have the ‘Change Logging’ enabled for comment controls to capture identified changes.  If the ‘Change Logging’ is not enabled, freeform comments and system log comments will still be captured. 
    • Comments for Return Guidelines will not be controlled by the license. It will continue to be available for all customers.
  • The following types of items will be logged:
    • All system events
    • Manual data adjustments
    • Errors that occur in the system
    • When a user makes a change to a data element, the following details are logged:
    • User ID making change
    • Date / time that change was made
    • Before and after value for each field that is changed
  • The following data elements were updated to support the comment tab and logging of changes:
    • Business Entities and Accounts
    • Common Codes
    • Company
    • Company Information
    • Company Settings
    • AvaTax Settings
    • Locations
    • Products Rates
    • Regions/States
    • Schedule Transactions
    • Transportation Modes
  • NOTE:  For those clients who wish to use this new feature of enhanced logging, a new license will be needed after 5.29.0 is implemented.  Contact your CAM to request more information about updating your license.

Archive Updates

This section contains updates related to archive and restore functions.

ZMS-26906

  • Updated query used to retrieve archivable sessions to omit those which have been purged.

Data Import Updates

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

ZMS-26378

  • Updated the Locations Import messaging to not display the message that no change was made if the effective date was adjusted.

ZMS-26629

  • Updated to log an error to System Activity when doing an import with a bill of lading that is longer than the max value.

ZMS-26886

  • Updated Locations import to set the ExactMatchCountryCode, ExactMatchJurisdiction, and ExactMatchDescription to true if they are false. These three location import options are required.

ZMS-27210

  • Updated the Import to add TaxSessionLocationId to the CSV transaction file used for Sales & Use location-based sessions. Importing or exporting the transaction file will now use/include this column.

eFiling Updates

This section contains updates related to eFiling.

ZMS-26869

  • Updated eFile Viewer History Log grid export to bring user to Scheduled Task tab with a link to view results of the file that was created.

Maintenance Updates

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

ZMS-22363

  • Added new mass action ‘Unlock Business Entities/Accounts’ to Maintenance > Business Entities, Business Accounts, Locations, Item Codes, Outlets, and Tobacco Products.  This action will unlock all records in the currently filtered grid.  Only back end users will have access.

ZMS-25708 (ADM-9383)

  • Added new page Maintenance > Business Entities > Business Entities with Accounts to display business accounts for company zero and the current master company. 
  • Add a new grid operation called ‘Replace Accounts on Transactions’. When this grid operation is selected, a pop-up will be displayed that contains two tabs. The first tab ‘Replace Business Accounts’ has two columns. The left column will contain a list of business accounts ‘Account to Replace’ that were selected in the grid prior to the grid operation being selected. The right column will contain a drop-down for every business account. The drop-down will allow the user to pick a new 'Replace with Account' to be used in place of the business account in the left column.
  • The second tab will contain a list of open tax sessions that the user has access to ‘In Tax Sessions’. The user will then filter the grid in this second tab to the desired tax session. After the user makes selections on both tabs, execution of the task will be available. The task will go through all of the selected tax sessions and replace the 'Current Business Account' with the ‘Replace with Account’.
  • This feature will allow users to replace obsoleted business accounts with the new values for all tax sessions.

ZMS-26014 (ADM-9319)

  • Added the ability to clear an obsolete date on a Maintenance > Locations when using the Modify Effective/Obsolete Dates grid function.

ZMS-26175

  • Updated Maintenance > Master Data Import of business entities to validate postal codes and dates.

ZMS-26342

  • Updated the set-up of the Tax Session Review/Approve workflow task to include validation that requires the selection of a User Id or Role to approve or review the tax session.

ZMS-26344

  • Updated required field validation on Maintenance pages for Item Codes, Manufacturers, Outlets, and Tobacco Products.

ZMS-26360

  • Adjusted the spacing of columns on Maintenance > Manufacturers > Add New Record page.

ZMS-26364

  • Updated ‘Modify Effective/Obsolete Dates’ to not allow an obsolete date before the effective date of at least one of the filtered grid records on Maintenance > Tobacco Products.

ZMS-26369

  • Corrected spelling of ‘Subsequent Participating Manufacturer’ on Maintenance > Manufacturers > MSA Status dropdown.

ZMS-26499 (ADM-9690 and ADM-9720)

  • Updated Maintenance > Companies > Accounts tab to allow Company Accounts grid for sub-companies to be exported in Excel or CSV format.

ZMS-26537 (ADM-9702)

  • Added an empty dropdown message if there are not any Tax Session Approved messages set up when configuring a Workflow task that requires an approver.

ZMS-26730

  • Updated to display validation messages when Insert is clicked on Maintenance > Locations > Add New Record.

ZMS-26778 (ADM-9854)

  • Updated the Delete All functions on the Maintenance > Locations and Business Entities grid to not allow the action if the grid is in a filtered state.

ZMS-26856

  • Updated Maintenance > Companies > Accounts tab to disable the insert and back buttons after inserting when messages are enabled.  When messages are not enabled, the insert button will be enabled to allow multiple inserts.

ZMS-26884

  • Updated Maintenance > Locations to not allow a location to be deleted if it is used by a company account.

ZMS-27025 (ADM-10043)

  • Added new Round profile operation to Maintenance > Schedule Profiles to allow rounding away from zero (.4 and lower to 0, .5 and higher to 1). The current Round uses the default which is "To Even" which means that if the number is 2.5, it rounds to 2 and if the number is 3.5, it rounds to 4. The new Round (.5 Up) would round 2.5 to 3 and 3.5 to 4. Description of existing Round profile operation has been updated to "Round (To Even)".
  • Note that the rounding ‘To Even’ only happens when the decimal being rounded is a 5. If you were to use 2.6, rounding ‘To Even’ would round to 3.

ZMS-27058

  • Added two new tables: replication service queue (found in the control database) and replication service calendar (found in the client database).   Add new screen found under Maintenance > Replication Service page and associated security for the future management of table data replication and replication scheduling event support.  Future releases will implement additional necessary items for this new feature.

 

Reporting Updates

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

ZMS-25474

  • Added more descriptive title to scheduled task description for Schedule Query Wizard > Bulk Change to more easily differentiate if it was Copy, Negate, Delete or Mass Change.  The description now displays the query name and if it was an advanced or basic query. Negate will list the fields negated, Copy will indicate if there was a new destination and if field changes were included.

ZMS-25476 (ADM-9002)

  • Added the ability to drag columns from ‘Available Columns’ to ‘Display Columns’ on Schedule Query Wizard. Double clicking on a column in ‘Available Columns’ will add selected field to the end of the ‘Displayed Columns’ list.  Double clicking on a column in ‘Display Columns’ will remove the column.

ZMS-25536

  • Removed ‘Is In’ and ‘Is Not In’ operators from dropdown for date fields when defining filters for Reporting > Schedule Query Wizard.

ZMS-25592

  • Updated Country and Jurisdiction drop downs to display code and description for Schedule Query Wizard drop downs on filter, mass change, and copy to be consistent with other drop downs throughout the system.

ZMS-25834 (ADM-9063 and ADM-10275)

  • Added the following fields to Schedule Query Wizard negate mass action: 
    • Adjusted units
    • Base product units
    • Billed units produced
    • Blend product1 units
    • Blend product2 units
    • Blend product3 units
    • Gross units produced
    • Net units produced
    • Nontaxable units
    • Other units
    • Taxable units
  • Enhanced the copy records mass action to select which fields to negate.

ZMS-26226

  • Updated Schedule Query Wizard to retain the value in the filter or the mass change filter when copying and pasting the value into the field.

ZMS-26343

  • Added column ‘Frequency Description’ to Reporting > Express View > Excise Returns.

ZMS-26746 (ADM-9818)

  • Fixed the Reporting > Company/Schedule/Product/Summary report to generate if the company has only Company Information records for countries other than the United States.

ZMS-26757 (ADM-9838)

  • Updated Schedule Query Wizard jurisdiction dropdown to display all jurisdictions.  Previously only displayed United States.

ZMS-27109

  • Added Reporting > Express Views for Comments for:
    • Business Entities & Accounts
    • Common Codes
    • Company Information
    • Company Settings
    • AvaTax Settings
    • Locations
    • Products
    • Rates
    • Regions/States
    • Schedule Transactions
    • Transportation Modes
  • The new Express Views are only available to companies with ‘Change Logging’ enabled on Admin > About > Avalara Excise Platform license key page.  The existing comments express views (Companies, Company Accounts, Account Registration, Account Application, Tax Session and Taxpayer Contacts) have been updated to display only for companies with change logging enabled.

Schedule Transaction Importer Updates

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

PRO-1130

  • Added logging to notify the user when business entity only and location only imports are completed.

PRO-1705

  • Updated Schedule Transaction Importer to show the current version of the data service that the Schedule Transaction Importer is connected to.

PRO-1833

  • Updated the Import to add TaxSessionLocationId to the CSV transaction file used for Sales & Use location-based sessions. Importing or exporting the transaction file will now use/include this column.  

Tax Filing Updates

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

ZMS-26126

  • Updated the message displayed on the Session Details page when a tax session is part of a workflow to remind the user that manually generating the return could affect how the tax session is processed thru the workflow.

ZMS-26480

  • Updated the Session Details tab to refresh and display correct information on tab after using the Give Ownership or Take Ownership buttons.

ZMS-26665

  • Corrected due date from changing once a tax return is filed and an amendment is created.

ZMS-26883

  • Updated the Tax Session Selector displayed at the top of the Tax Sessions grid page to include the location description for tax sessions that require a location.

ZMS-26948

  • Corrected the ‘Refresh’ button to remain on Supporting Documents tab after a Sales and Use return is saved and regenerated on Tax Filing > Tax Sessions > Session Details > Supporting Documents tab.

ZMS-26926 (ADM-9938)

  • Updated Tax Filing > Tax Sessions > Return Guidelines to display error ‘Return Guideline does not yet exist’ when there is not a Return Guideline to display.

ZMS-27208

  • Corrected Tax Filing > Calendar Events Mass Update filter.
  • Updated to create calendar events within the number of days defined per company settings.
  • Updated to log comments when changes are made to fields on Tax Filing Calendar.
  • Disabled the repeat option after initial creation of a recurring event.          

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
5.29.11 Update

Release Highlights

Revision date: 7/14/2017

Product release: July 14, 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

Illinois

GOLD-3252

  • Obsoleted Business Profile that eliminated the sales tax reduction on gasohol effective July 1, 2017.
  • Actions:
    • Verify sales tax reduction no longer applies on gasohol effective July 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 Jersey

RTEF-41003 (ADM-10245)

  • Corrected return generation of the following returns to handle retrieval of empty FEIN suffix in the prior session's return without failing.
    • Import Verification Tax Return (MFA-12) [Taxpayer Type IMP Importer]
    • Storage Facility Operator Report (OMF-11) [Taxpayer Type TOR Terminal Operator]
    • Combined Motor Fuel Tax Return (RMF-10) [Taxpayer Type CMBMF]
    • Spill Compensation and Control Tax (SCC-5) [Taxpayer Type ENV]
    • Supplier of Motor Fuels Report (SMF-10) [Taxpayer Type SPL]
    • Transporter of Motor Fuels Report (TMF-10) [Taxpayer Type TRN]
  • Actions:
    • This update affects the generation of the return - please review values are populated correctly.

General Product Updates

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

ZMS-27622

ZMS-27639 (ADM-10461)

  • Corrected an issue for deployed clients that use Active Directory for Single Sign On, when login does not have a cookie the system is redirecting them to expired page.

Support

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

 

  • Was this article helpful?