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5.29.20

 

 

Avalara Returns Excise
5.29.20

Release Highlights

Revision date: 8/1/17

Product release: August 1, 2017

 

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 2017.07.25-5.29.20 Content Release.   New rates are identified with ‘*’.

General

RATE-10637

  • Updated 177 Tobacco Tax Rate Descriptions for consistency.  Updated to use state abbreviation in description instead of spelling out.

RATE-10644

  • Updated 12 Tax Rate Descriptions that were in all caps to be the correct mixed case for consistency.  

United States

Alabama

RATE-10631

  • Added new State LPG Fee rate of 0.004 effective January 1, 2017.

RATE-10635

RATE-10636

  • Added new Out of State LPG Fee rate of 0.19 effective January 1, 2017.

RATE-10651

  • Added new City of Opp tax rates effective August 1, 2017:
    • Opp City Sales Tax                             .04
    • Opp City Use Tax                               .03
    • Opp Police Jurisdiction Sales Tax       .02
    • Opp Police Jurisdiction Use Tax          .015

Arizona

RATE-10653

  • Added new City of Payson Tax rates effective August 1, 2017:
    • Payson City Transaction Privilege Tax                                      0.03
    • Payson City Retail Sales Transaction Privilege Tax                   0.03
  • https://www.azdor.gov/Portals/0/TPT/TPT_Updates_1706.pdf

 

Florida

RATE-10614

  • Added new State Odorizer Importer Fee of .002 effective July 1, 2017.

RATE-10643

  • Added new State Collection Allowance – Gasoline Wholesaler/Supplier tax rate of -0.00163 effective January 1, 2017.

Illinois

RATE-10632

RATE-10639

  • Added new State Little Cigars Stamp Tax rate of .099 effective January 1, 2017.

RATE-10641

  • Added State Cigarettes Individual Stick Tax rate of .049 effective July 1, 2012.

RATE-10664

Indiana

RATE-10658

Michigan  

RATE-10638

Tennessee

RATE-10659

  • Updated the following rates to be rounded to 6 decimal places from 8 decimal places.  The new tax return has the rates out to 6 decimal places.
  • Updated rates effective July 1, 2017:
    • Diesel Use Tax                                             0.206763
    • Gasoline Privilege Tax                                   0.236300
    • Gasoline Refund                                           0.236300
    • Diesel Use Tax                                             0.206763
  • Updated rates effective July 1, 2018:
    • Diesel Use Tax                                             0.236300
    • Gasoline Privilege Tax                                   0.246146
    • Gasoline Refund                                           0.246146
    • Diesel Use Tax                                             0.236300
  • Updated rates effective July 1, 2019:
    • Diesel Use Tax                                             0.265838
    • Gasoline Privilege Tax                                   0.255992
    • Gasoline Refund                                           0.255992
    • Diesel Use Tax                                             0.265838
  • https://www.tn.gov/revenue/article/motor-fuels-taxes-due-dates-and-tax-rates
  • https://www.tn.gov/assets/entities/revenue/attachments/pet377_2017.pdf

Texas

RATE-10652

West Virginia

RATE-10629

  • Added new State tax rates effective July 1, 2017:
    • CNG Combine Tax                              .246
    • Variable Tax                                       .152

RATE-10634

Scenario Updates

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

United States

Illinois

RTEF-39822

  • Added scenario schedules/scenario ids to support the new State Cigarette P.A.C.T Act Report (PA-1) [Taxpayer Type TBCPA] effective January 1, 2017 for the following schedule:
    • PA-1              83880
  • Added product category Cigarettes (56) in scenario/schedule products on the new State Cigarette P.A.C.T Act Report (PA-1) [Taxpayer Type TBCPA] effective January 1, 2017 for schedule PA-1.

RTEF-39823

  • Added scenario schedules/scenario ids to support the new State Tobacco P.A.C.T Act Report (PA-2) [Taxpayer Type TBTPA] effective January 1, 2017 for the following schedule:
    • PA-2              83870
  • Added the following product categories in scenario/schedule products on the new State Tobacco P.A.C.T Act Report (PA-2) [Taxpayer Type TBTPA] effective January 1, 2017 for schedule PA-2:
    • Cigars (52)
    • Moist Snuff (53)
    • Pipe Tobacco (57)
    • Roll-Your-Own (58)
    • Other Tobacco Products (61)
    • Chewing Tobacco (66)

RTEF-39826

  • Added scenario schedules/scenario ids to support the new Cigarette Importation Report (RC-25) [Taxpayer Type TBCI] effective January 1, 2017 for the following schedules:
    • CG-25 83850
    • CG-25-C         83851
  • Added product category Cigarettes (56) in scenario/schedule products on the new Cigarette Importation Report (RC-25) [Taxpayer Type TBCI] effective January 1, 2017 for schedules CG-25 and CG-25-C.

RTEF-39828

  • Added scenario schedules/scenario ids to support the new Tobacco Products Tax Return (TP-1) [Taxpayer Type TBTD] effective January 1, 2017 for the following schedules:
    • TP-7               83800
    • TP-11             83801
    • TP-12             83802
    • TP-13             83803
    • TP-14             83804
    • TP-15             83805
    • TP-16             83806
    • TP-17             83807
    • INT01             83808
    • INT02             83809
  • Added product category Moist Snuff (53) in scenario/schedule products on the new Tobacco Products Tax Return (TP-1) [Taxpayer Type TBTD] effective January 1, 2017 for schedules TP-14, TP-15, TP-16, and TP-17.
  • Added product category Other Tobacco Products (61) in scenario/schedule products on the new Tobacco Products Tax Return (TP-1) [Taxpayer Type TBTD] effective January 1, 2017 for schedules TP-7, TP-11, TP-12, and TP-13.
  • Added the following product categories in scenario/schedule products on the new Tobacco Products Tax Return (TP-1) [Taxpayer Type TBTD] effective January 1, 2017 for schedules INT01 and INT02:
    • Moist Snuff (53)
    • Other Tobacco Products (61)

RTEF-41070  

  • Added the following product categories in scenario/schedule products on the revised Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] effective July 1, 2017 for schedule SE:
    • LPG (7)
    • LNG (24)
  • Obsoleted the following product categories in scenario/schedule products on the revised Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] effective June 30, 2017 for schedule E:
    • LPG (7)
    • LNG (24)
  • Modified scenarios/schedule products to include missing product categories Soy Oil (14) and 1-K Kerosene-Undyed (25) on the revised Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] effective June 1, 2015 for schedule GA1.

Indiana

RTEF-40135   

  • Added scenario schedules/scenario ids to support the new Monthly Report of Cigarettes Stamped and Roll-Your-Own Tobacco Purchased (CIG CT-19) [Taxpayer Type TBCS] effective January 1, 2017 for the following schedule:
    • INT01             84150
  • Added product category Cigarettes (56) in scenario/schedule products on the new Monthly Report of Cigarettes Stamped and Roll-Your-Own Tobacco Purchased (CIG CT-19) [Taxpayer Type TBCS] effective January 1, 2017 for schedule INT01.

RTEF-40136   

  • Added scenario schedules/scenario ids to support the new Other Tobacco Product Distributor’s Excise Tax Return (OTP-M) [Taxpayer Type TBTD] effective January 1, 2017 for the following schedules:
    • A-1                 84105
    • A-2                 84106
    • B                   84107
    • C                   84108
    • D                   84109
    • E                   84110
    • F                    84111
    • G                   84112
  • Added the following product categories in scenario/schedule products on the new Other Tobacco Product Distributor’s Excise Tax Return (OTP-M) [Taxpayer Type TBTD] effective January 1, 2017 for schedules A-1, A-2, B, C, D, E, F, and G:
    • Moist Snuff (53)
    • Other Tobacco Products (61)

RTEF-40152   

  • Added scenario schedules/scenario ids to support the new Monthly Report of Cigarettes Stamped and Roll-Your-Own Tobacco Purchased (OTP CT-19) [Taxpayer Type TBRTP] effective January 1, 2017 for the following schedule:
    • INT01             84100
  • Added product category Roll-Your-Own (58) in scenario/schedule products on the new Monthly Report of Cigarettes Stamped and Roll-Your-Own Tobacco Purchased (OTP CT-19) [Taxpayer Type TBRTP] effective January 1, 2017 for schedule INT01.

Michigan

RTEF-40312

  • Added product categories LPG (7) and Other (10) in scenario/schedule products on the revised Fuel Importer Return (3992) [Taxpayer Type IMP] effective June 1, 2017 for the following schedules:
    • 1
    • 10G
    • 10M
    • 11A
    • 11B
    • 2C
    • 3B
    • 5F
    • 5Z
    • 6Z
    • 8
    • 9
    • INT01

New Jersey

RTEF-40844

  • Updated scenario details on scenario schedules/scenario id 45537 for the Supplier of Motor Fuels Report (SMf-10) [Taxpayer Type SPL] to omit the following products:
    • Kerosene - Undyed (142)
    • Low Sulfur Kerosene – Undyed (145)
    • High Sulfur Kerosene – Undyed (147)
  • Updated scenario details on scenario schedules/scenario id 45515 and 45538 for the Supplier of Motor Fuels Report (SMf-10) [Taxpayer Type SPL] to omit product Low Sulfur Kerosene – Undyed (145).

Tennessee

RTEF-40464   

  • Added scenario schedules/scenario ids to support the new State and Local Sales and Use Tax Return (SLSU450) [Taxpayer Type SLSU2] effective February 1, 2017 for the following schedules:
    • INT01I 99105
    • INT01T            99106
  • 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 February 1, 2017 for schedules INT01I and INT01T:
    • Aviation Gasoline (3)
    • Jet Fuel (4)

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 8 revised forms and 3 new forms.                   

Canada

Saskatchewan

RTEF-40485

  • Added schedule validation rules to Saskatchewan Collector Return (FTG-FTD-SK) [Taxpayer Type COL] to verify the appropriate information is being collected when requesting a business closure.
  • Actions:
    • This update affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed.

RTEF-40487

  • Modified Saskatchewan Collector Return (FTG-FTD-SK) [Taxpayer Type COL] to reduce the font size within address fields to prevent truncation.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

United States

California

RTEF-41156 (ADM-10574 and ADM-10579)

  • Updated Petroleum Carrier Report (BOE-506-PC) [CAR] and Terminal Operator Report (BOE-506-PO) [Taxpayer TYPE TOR] with the new efile_schedule definition records.
  • Actions:
    • This update affects the generation of eFile – please verify everything looks the same.

Idaho

RTEF-40841 (ADM-10430)

  • Corrected display of Line 3 values on Distributor's Fuel Tax Report (RT1450) [Taxpayer Type DST] for return revised September 1, 2015. Values were calculated correctly; the PDF was formatted incorrectly.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Illinois

RTEF-39822

  • Added new Illinois State Tobacco P.A.C.T. Act Report (PA-1) [Taxpayer Type TBCPA] 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-39823

  • Added new Illinois State Tobacco P.A.C.T. Act Report (PA-2) [Taxpayer Type TBTPA] 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-39826

  • Added new Illinois Cigarette Importation Report (RC-25) [Taxpayer Type TBCI] 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-39828

  • Added new Illinois Cigarette Importation Report (RC-25) [Taxpayer Type TBCI] 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-39897

  • Added new Illinois Distributor Quarterly Report of P.A.C.T. Act Transactions (QTR-PACT) [Taxpayer Type TBQPA] 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-40675 (ADM-10320)

  • Corrected misspelling in Illinois Schedule Validation Rules 28764 and 28765 for the Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP].

RTEF-41070 (ADM-10521)

  • Added revised Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [taxpayer type: DSTSP effective July 1, 2017.  Form revisions are due to state requirements to report CNG using gasoline gallon equivalents (GGEs) and to report LNG & LPG using diesel gallon equivalents (DGEs).  In addition, changes were made to report alcohol and K1 kerosene per schedule instructions.
  • Changes affect return pages for RMFT-5, RMFT-5-X, RMFT-5-US, and RMFT-5-US-X, schedules E, GA-1, and SE.  On the RMFT-5 pages, CNG is reported on the return pages under the gasoline column, while LNG and LPG are reported under the diesel column. On the RMFT-5-US pages, CNG, LNG, and LPG are reported under the Gasoline and Special Fuel column.  Modifications have also been made to schedule descriptions, schedule PDF formatting, and schedule transaction validation rules.
  • 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-40608

  • Added revised Consolidated Special Fuel Monthly Tax Return (Form SF-900) [Taxpayer Type SPLSF] effective July 1, 2017 with the following changes:
    • Added return section 4 - Calculation of Surcharge Tax Due
    • Added new schedule E-1 SUR - Explanation of Adjustments - Surcharge to support return section 4
  • 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-40135

  • Added new Monthly Report of Cigarettes Stamped and Roll-Your-Own Tobacco Purchased (CIG CT-19) [Taxpayer Type TBCS] 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-40136

  • Added new Other Tobacco Product Distributor's Excise Tax Return (OTP-M) [Taxpayer Type TBTD] 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-40152

  • Added new Monthly Report of Cigarettes Stamped and Roll-Your-Own Tobacco Purchased (OTP CT-19) [Taxpayer Type TBRTP] 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.

Massachusetts

RTEF-40181 (ADM-10045)

  • Enhanced the Monthly Delivery Fee Reporting Form (Form 500) [Taxpayer Type UST] to retrieve License Information in the header section from the previous return.
    • Select the desired override checkboxes in Form Manual Entry the first month filing with this software update to start the carryover process.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40916

  • Corrected return generation to handle validation rules for the Supplier Jet Fuel (JFT-4S) [Taxpayer Type SPLJF] without failing.
  • 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.

Michigan

RTEF-40312 (ADM-10135)

  • Added revised Fuel Importer Return (3992) [Taxpayer Type IMP] effective June 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 validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Oregon

RTEF-40802

  • Updated Road Usage Charge (735-9951) [Taxpayer Type RDUSR] schedule transaction rule for INT05 Adjustment Code to allow integer values 0 through 99.
  • Actions:
    • This update affects the validation of fields on the affected schedules - any warnings or errors will need to be reviewed, changes to imported data may be required.

Pennsylvania

RTEF-41110 (ADM-10561)

  • Modified Environmental eFile (CSV) [Taxpayer Type USTIF] with the following:
    • Added a carriage return after each transaction line
    • Adjusted manifold values to only allow 'Y' or 'N'
  • Actions:
    • This update will affect the generation of the eFile.

Tennessee

RTEF-40464

  • Modified the State and Local Sales and Use Tax Return (SLS-450) [Taxpayer Type SLSU2] effective February 1, 2017 with updated calculations.  Schedule INT01 was split into the following new schedules:
    • INT01I - Taxable Sales and Use – Imports
    • INT01T - Taxable Sales and Use – In State
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40999 (ADM-10479)

  • Modified Exporter Tax Return and Claim for Refund (PET-377) [Taxpayer Type EXP]. Rates will now dynamically populate on PDF. 
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Texas

RTEF-40224

  • Added schedule transaction rule for Terminal Operator (TX-720) [Taxpayer Type TOR] checking for valid field length for Origin Description.
  • Actions:
    • 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-40225 (ADM-10079)

  • Updated eFile generation of Terminal Operator (TX-720) [Taxpayer Type TOR], text fields including origin description will be checked for valid field length. If length is exceeded, field will be truncated and a warning message will be logged to history.
  • Actions:
    • This update affects the eFile generation - any warnings should be reviewed.

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).       

RETEF-41071 (ADM-10566)

  • Updated Return Engine when generating several tax returns at the same time and one is deleted, the ReturnEngine will continue to process the other returns without error.

RTEF-41092

  • Added new Unit of Measure records and updated existing records:
    • From GLL to GGE conversion factor of 1
    • From PCG to GGE conversion factor of 0.176678445
    • From GGE to GLL conversion factor of 1
    • From GGE to PCG conversion factor of 5.66
    • From GLL to DGE conversion factor of 1
    • From PLN to DGE conversion factor of 0.165016502
    • From DGE to GLL conversion factor of 1
    • From DGE to PLN conversion factor of 6.06
    • From PLG to DGE conversion factor of 0.15600624
    • From DGE to PLG conversion factor of 6.41

ZMS-27460

  • Added additional security checks to ensure all API calls use HTTPS, and do not allow HTTP.
    • A new Key named "OverrideWebServiceRequireHttps" with a default value of “FALSE” was added to the AppSettings.config file that resides on the web server, to enable overriding this per domain. 
    • A new Key named "OverrideableWebServiceDomains" was added to the AppSettings.config file, to take a comma delimited list of domains that are allowed to be overridden.
    • Deployed customers may contact Support for further information if they wish to disable HTTPS enforcement.

ZMS-27534

  • Updated the following content in WalkMe:
    • Updated Query Wizard Basic Query to be three walk-thrus instead of one.  None of the steps have changed, they are just re-organized.
    • Added walk-thru for Business Entities with Accounts.

ZMS-27662 (ADM-10475, ADM-10480, and ADM-10515)

  • Corrected an issue in Maintenance > Schedule Scenarios when editing a company specific schedule where details or locations was displaying values of ‘&It;&gt’ instead of "<>" or "<" or ">".

ZMS-27669

  • Removed logging that was added to capture more information for debugging session issues with userid being logged in and logged out.  This is no longer needed.

Data Import Updates

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

ZMS-27131 (ADM-10095 and ADM-10354)

  • Corrected logging while importing transactions when a company account is missing and some of the transaction data is null.

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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