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5.30.0

Avalara Returns Excise
5.30.0

5.30.1

Release Highlights

Revision date: 9/4/17

Product release: September 4, 2017

 

 

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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.

Release Highlights Structure Change

Release highlights are now structured to further group by return category (Fuel, Sales & Use, Tobacco).

Rate and Rule Updates

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

In this release there is 1 new rate added after the 2017.08.24-5.30.0 Content Release.   New rates are identified with ‘*’.

Canada

RATE-10678

  • Added new Quebec rates effective April 1, 2016:
    • Quebec Provincial Heating Oil Fuel Tax                        0.202
    • Quebec Provincial Marine Diesel Fuel Tax        0.202

United States

Florida

RATE-10679

  • Added new fuel tax rates effective July 1, 2015:
    • City Municipal Services Tax                                         0.04
    • Orlando City Municipal Services Tax                            0.04
  • http://www.cityoforlando.net/audit/w...T-tax-form.pdf

Hawaii

RATE-10673

  • Hawaii Combined State and County CNG Tax               0.114
  • Hawaii Combined State and County LNG Tax               0.114
  • Hawaii Combined State and County Naphtha Tax          0.31
  • Hawaii Combined State and County Diesel Tax             0.31
  • Hawaii Combined State and County Gasoline Tax         0.31
  • Hawaii Combined State and County LPG Tax               0.102
  • Hawaii Combined State and County Ethanol Tax           0.046
  • Hawaii Combined State and County Methanol Tax        0.036

Indiana                                    

RATE-10696

Maine

RATE-10671

  • Updated the July 1, 2011 Biodiesel rates.  Several rates were off by 1/100th of a cent.
  • Maine State Fuel Tax - B91                                          .289
  • Maine State Fuel Tax - B92                                          .289
  • Maine State Fuel Tax - B93                                          .289
  • Maine State Fuel Tax - B94                                          .289
  • Maine State Fuel Tax - B95                                          .288
  • Maine State Fuel Tax - B96                                          .288
  • Maine State Fuel Tax - B97                                          .288
  • Maine State Fuel Tax - B98                                          .288
  • Maine State Fuel Tax - B99                                          .287

Michigan  

RATE-10680

Sales and Use

United States

Alabama

RATE-10670

  • Added new Sales and Use tax rates effective January 1, 2017 for new return:
    • Farming/Mfg Sales Tax Rate                                                   0.0150
    • Auto Sales Tax Rate                                                               0.0200
    • Vending Machine Sales Tax Rate                                             0.0300
    • Consumable Vapor Products Sales Tax Rate                           0.0400
    • All Other TPP Sales Tax Rate                                                  0.0400
    • Automotive Withdrawal Fee Rate                                             5.0000
    • Current Tax Estimate Rate                                                       0.6670
    • Auto Rental Tax Rate                                                              0.0150
    • Garment Rental Tax Rate                                                         0.0200
    • All Other TPP Rental Tax Rate                                                 0.0400
    • Farming/Mfg Consumer Use Tax Rate                                      0.0150
    • Auto Consumer Use Tax Rate                                                  0.0200
    • All Other TPP Consumer Use Tax Rate                                     0.0400
    • Sales Tax Discount Tier 1                                                        -0.0500
    • Sales Tax Discount Tier 2                                                        -0.0200
    • Sales Tax - Maximum Allowable Discount                                0.0000
  • Added common codes records for new rate subtypes:
  • SALESFARMMFG - Farm Manufacturing Sales
  • SALESAUTOMOTIVE - Automotive Sales
  • SALESVENDING -Vending Sales
  • SALESVAPOR - Vapor Sales
  • SALESGENERAL - General Sales
  • WITHDRAWALAUTOMOTIVE - Automotive Withdrawal
  • ESTIMATE - Current Tax Estimate
  • RENTALAUTOMOTIVE -   Automotive Rental
  • RENTALLINENGARMENT - Linen / Garment Rental
  • RENTALGENERAL - General Rental
  • CONSUMERSUSEFARMMFG - Farm Manufacturing Consumer Use
  • CONSUMERSUSEAUTOMOTIVE - Automotive Consumers Use
  • CONSUMERSUSE - Consumers Use
  • SALESTAXTIER1DISCOUNT - Tier 1 Discount for Sales Tax
  • SALESTAXTIER2DISCOUNT - Tier 2 Discount for Sales Tax
  • SALESTAXMAXIMUMDISCOUNT - Maximum Allowable Discount for Sales Tax

RATE-10672

  • Added new City of Prattville Sales and Use tax rates effective January 1, 2017 for new return:
  • Prattville AL City Sales/Use Tax - General Sales                       0.035
  • Prattville AL City Sales/Use Tax - Restaurant Sales                   0.035
  • Prattville AL City Sales/Use Tax - Automotive Sales                  0.005
  • Prattville AL City Sales/Use Tax - Boat & Trailer Sales               0.005
  • Prattville AL City Sales/Use Tax – Use                                     0.035
  • Prattville AL City Sales/Use Tax - Machine Sales                      0.0075
  • Prattville AL City Sales/Use Tax - General Rental                      0.035
  • Prattville AL City Sales/Use Tax - Automotive Rental                 0.01
  • Prattville AL City Sales/Use Tax - Liquor                                   0.1
  • Prattville AL City Sales/Use Tax – Gas                                     0.04
  • Prattville AL City Sales/Use Tax - Lodging                                0.085
  • Prattville AL City Sales Tax Discount Tier 1                              -0.05
  • Prattville AL City Sales Tax Discount Tier 2                              -0.02
  • Prattville AL City Sales Tax - Maximum Allowable Discount       0

RATE-10675

  • Added new Alexander City Sales and Use tax rates effective January 1, 2017 for new tax return:
    • Rental/Lease Tax – Auto                                                          0.0075
    • Rental/Lease Tax – Garments                                                  0.0100
    • Rental/Lease Tax – All Other TPP                                             0.0300

RATE-10681

  • Added new Birmingham City Sales and Use tax rates effective January 1, 2017 for new tax return:
  • Automotive Sales Tax Rate                                                     0.0200
  • Farm Manufacturing Sales Tax Rate                                         0.0200
  • General Sales Tax Rate                                                           0.0400
  • Automotive Withdrawal Fee Rate                                             5.0000
  • Sales Tax Discount                                                                 -0.0075
  • Sales Tax - Maximum Allowable Discount                                0.0000
    •  

RATE-10682

  • Added new Auburn City Sales and Use tax rates effective January 1, 2017 for new tax return:
  • Auburn AL Farming/Mfg Sales Tax Rate                                   0.0150
  • Auburn AL Auto Sales Tax Rate                                               0.0110
  • Auburn AL Vending Machine Sales Tax Rate                            0.021875
  • Auburn AL General Sales Tax Rate                                           0.0400
  • Auburn AL Farming/Mfg Seller Use Tax Rate                             0.0150
  • Auburn AL Auto Seller Use Tax Rate                                         0.0110
  • Auburn AL All Other TPP Seller Use Tax Rate                           0.0400
  • Auburn AL Farming/Mfg Consumer Use Tax Rate                     0.0150
  • Auburn AL Auto Consumer Use Tax Rate                                  0.0110
  • Auburn AL All Other TPP Consumer Use Tax Rate                    0.0400
  • Auburn AL All Other TPP Rental Tax Rate                                 0.0250
  • Auburn AL Auto Rental Tax Rate                                              0.0125
  • Auburn AL Lodging Tax Rate                                                   0.0700
  • Auburn AL Automotive Withdrawal Fee Rate                             3.1500
  • Auburn AL Sales Tax Discount Tier 1                                        -0.0500
  • Auburn AL Sales Tax Discount Tier 2                                       -0.0200
  • Auburn AL Sales Tax - Maximum Allowable Discount                0.0000

RATE-10686

  • Added new Alexander City Sales and Use tax rates effective December 1, 2015:
    • City Sales and Use Tax                                                                       0.04
    • Alexander City Police Jurisdiction                                            0.02
  • https://www.alexandercityonline.com/PDF/city-sales-use-tax-increase.pdf

RATE-10695

Arkansas

RATE-10677

  • Obsoleted State Sales/Use Tax Discount rate of .01 effective December 31, 2016.
  • Added new Sales and Use tax rates effective January 1, 2017 for new tax return:
  • State Sales/Use Tax - Discount                                               -0.02
  • State Sales/Use Tax - Food                                                     0.015
  • State Sales/Use Tax - Mfg Utility                                             0.0325
  • State Sales/Use Tax - Aviation                                                 0.065
  • State Sales/Use Tax - 911                                                       0.65
  • State Sales/Use Tax - Discount 911                                          -0.03
  • State Sales/Use Tax - Tourism                                                 0.02
  • Sales/Use Tax - Short Term Rental                                           0.01
  • State Sales/Use Tax - Short Term Rental Vehicle                      0.1
  • State Sales/Use Tax - Long Term Rental Vehicle                       0.015
  • State Sales/Use Tax - Residential Moving                                0.045
  • State Sales/Use Tax - Wholesale Vending                                0.07
  • State Sales/Use Tax - Mixed Drink                                           0.1
  • State Sales/Use Tax - Additional Mixed Drink                           0.04
  • State Sales/Use Tax - Liquor & Wine Excise                             0.03
  • State Sales/Use Tax - Beer Excise                                           0.01
  • Monroe County Sales/Use Tax                                                 0

 

Tobacco

General

 

*RATE-10698

  • Corrected Unit of Measure for 175 various tobacco rates.

United States

Pennsylvania

RATE-10692

  • Added new City of Philadelphia Tobacco tax rates effective October 1, 2014:
    • City Cigarettes Tax – Single                                                             0.2
    • City Little Cigars Tax – Single                                                           0.1
    • City Cigarettes Tax – Pack                                                               2.0

Scenario Updates

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

Canada

RTEF-41028

  • Added the following product categories in scenario/schedule products on the revised Agents Under Agreement (CA-51.2.E-V) [Taxpayer Type AGUA] effective April 1, 2016 for schedules INT01, INT04, INT05, INT06, INT07, INT08 and INT09:
    • Heating Oil Undyed (31)
    • Non-Taxable Gasoline Fuels (38)
    • Non-Taxable Fuel Oils (39)
    • Marine Diesel (40)
  • Added product category Non Taxable Gasoline Fuels (38) in scenario/schedule products on the revised Agents Under Agreement (CA-51.2.E-V) [Taxpayer Type AGUA] effective April 1, 2016 for schedule INT02.
  • Added the following product categories in scenario/schedule products on the revised Agents Under Agreement (CA-51.2.E-V) [Taxpayer Type AGUA] effective April 1, 2016 for schedule INT03:
    • Diesel Fuel Undyed (2)
    • Diesel Fuel Dyed (3)
    • Jet Fuel (7)
    • Biodiesel 100% Undyed (12)
    • Biodiesel Blends Undyed (14)
    • Other Hydrocarbons (25)
    • Biodiesel 99.9% Undyed (26)
    • Heating Oil Undyed (31)
    • Locomotive Fuel (37)
    • Non-Taxable Gasoline Fuels (38)
    • Non-Taxable Fuel Oils (39)
    • Marine Diesel (40)
  • Added product category Ethanol Blends (9) in scenario/schedule products on the revised Agents Under Agreement (CA-51.2.E-V) [Taxpayer Type AGUA] effective April 1, 2016 for schedule INT13.

United States

Alabama

RTEF-40831

  • Added scenario schedules/scenario ids to support the new Liquefied Petroleum Gas Board Recipient Monthly LP-Gas Report (ALPG) [Taxpayer Type LPRMR] effective January 1, 2017 for the following schedules:
    • INT01             25575, 25576
    • INT02             25577
  • Added product category LPG (8) in scenario/schedule products on the new Liquefied Petroleum Gas Board Recipient Monthly LP-Gas Report (ALPG) [Taxpayer Type LPRMR] effective January 1, 2017 for schedules INT01 and INT02.

RTEF-40832

  • Added scenario schedules/scenario ids to support the new Monthly Out-Of-State Motor Fuel Report (LPG Form 12) [Taxpayer Type MFOOS] effective January 1, 2017 for the following schedule:
    • INT01             25590, 25591
  • Added product category LPG (8) in scenario/schedule products on the new Monthly Out-Of-State Motor Fuel Report (LPG Form 12) [Taxpayer Type MFOOS] effective January 1, 2017 for schedule INT01.

RTEF-41173

  • Modified scenarios/schedule products to include the following missing product categories on the Motor Fuel Blender Monthly Fuel Tax Return (MFT-BLDR) [Taxpayer type BLD] effective October 1, 2012 for schedule INT01:
    • LPG (8)
    • Methanol 100% (14)
    • CNG (21)
    • LNG (22)
    • Other (23)
  • Modified scenarios/schedule products to include the following missing product categories on the Motor Fuel Blender Monthly Fuel Tax Return (MFT-BLDR) [Taxpayer type BLD] effective October 1, 2012 for schedule INT02:
    • Kerosene - Undyed (7)
    • LPG (8)
    • Soy / Organic (16)
    • Biodiesel Undyed (19)
    • CNG (21)
    • LNG (22)
    • Other (23)
  • Modified scenarios/schedule products to remove the following invalid product categories on the Motor Fuel Blender Monthly Fuel Tax Return (MFT-BLDR) [Taxpayer type BLD] effective October 1, 2012 for schedule INT02:
    • Gasoline Blendstocks (11)
    • Ethanol 100% (13)

Louisiana

RTEF-40666

  • Added product category Transmix (13) in scenario/schedule products on the Distributor/Exporter/Blender Monthly Report (R-5398) [Taxpayer Type DSTEB] effective December 1, 2007 for the following schedules:
    • A-1
    • A-1A
    • A-1B
    • A-3
    • A-5
    • A-5A
    • A-5B
    • A-7
    • A-8
    • A-9
    • D-21
    • D-22
    • E
    • INT01
    • INT02
  • Modified scenarios/schedule products to include the following missing product categories on the Distributor/Exporter/Blender Monthly Report (R-5398) [Taxpayer Type DSTEB] effective December 1, 2007 for schedule A-1A:
    • Gasohol (1)
    • Diesel Fuel – Dyed (6)
    • Biodiesel – Dyed (7)
    • Kerosene – Dyed (9)
    • Aviation Gasoline (10)
    • Jet Fuel (11)
  • Modified scenarios/schedule products to remove invalid product category Transmix (13) on the Distributor/Exporter/Blender Monthly Report (R-5398) [Taxpayer Type DSTEB] effective December 1, 2007 for schedule A-4.
  • Added product category Blending Components (15) in scenario/schedule products on the Distributor/Exporter/Blender Monthly Report (R-5398) [Taxpayer Type DSTEB] effective December 1, 2007 for schedule A-4.

RTEF-40749

  • Added product category Transmix (13) in scenario/schedule products on the Terminal Operator Monthly Return (R-5393) [Taxpayer Type TOR] effective July 1, 2007 for the following schedules:
    • I
    • J26
    • J27
    • INT01
    • INT02
    • INT03

RTEF-40750

  • Added product category Transmix (13) in scenario/schedule products on the
  • Importer Monthly Report (R-5399) [Taxpayer Type IMP] effective July 1, 2006 for the following schedules:
    • A-1
    • A-3
    • A-3A
    • A-3B
    • D-21
    • D-22
    • INT01

RTEF-40770

  • Added product category Transmix (13) in scenario/schedule products on the Motor Fuel Transporter Monthly Report (R-5346) [Taxpayer Type TRN] effective July 1, 2006 for the following schedules:
    • G-23
    • G-24
    • G-25

RTEF-40776

  • Added scenario schedules/scenario ids to support the new Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type UST2] effective July 1, 2017 for the following schedules:
    • INT01             6710
    • INT02             6711
    • INT03             6712
    • INT04             6713
  • Added the following product categories in scenario/schedule products on the new Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type UST2] effective July 1, 2017 for schedules INT01, INT02, INT03, and INT04:
    • Gasohol (1)
    • Alcohol (2)
    • Gasoline (3)
    • Diesel Fuel – Undyed (4)
    • Biodiesel – Undyed (5)
    • Diesel Fuel – Dyed (6)
    • Biodiesel – Dyed (7)
    • Kerosene – Undyed (8)
    • Kerosene – Dyed (9)
    • Aviation Gasoline (10)
    • Jet Fuel (11)
    • Transmix (13)
  • Obsoleted scenario schedules/scenario ids for the Motor Fuel Delivery Fee Report (UST-MFDR-1) [Taxpayer Type UST] effective June 30, 2017 for the following schedules:
    • INT01             6701
    • INT02             6702
    • INT03             6703
  • Obsoleted the following product categories in scenario/schedule products on the Motor Fuel Delivery Fee Report (UST-MFDR-1) [Taxpayer Type UST] effective June 30, 2017 for schedules INT01, INT02, and INT03:
    • Gasohol (1)
    • Alcohol (2)
    • Gasoline (3)
    • Diesel Fuel – Undyed (4)
    • Biodiesel – Undyed (5)
    • Diesel Fuel – Dyed (6)
    • Biodiesel – Dyed (7)
    • Kerosene – Undyed (8)
    • Kerosene – Dyed (9)
    • Aviation Gasoline (10)
    • Jet Fuel (11)

Michigan

RTEF-40648

  • Added scenario schedules/scenario ids to support the new Alternative Fuel Dealer’s Monthly Tax Return  (5494) [Taxpayer Type DLRAL] effective January 1, 2017 for the following schedules:
    • INT01             37180
    • INT02             37181
    • INT03             37182
    • INT04             37183
    • INT05             37184
  • Added the following product categories in scenario/schedule products on the new Alternative Fuel Dealer’s Monthly Tax Return (5494) [Taxpayer Type DLRAL] effective January 1, 2017 for schedules INT01, INT02, INT03, INT04, and INT05:
    • LPG (7)
    • Other (10)
    • LNG (11)
    • Hydrogen (12)
    • Hydrogen CNG (13)
    • CNG (14)
    • Other Alternative Fuels (15)

RTEF-40988

  • Added the following product categories in scenario/schedule products on the Blender Monthly Tax Return (3791) [Taxpayer Type BLD] effective August 1, 2008 for schedule 2B:
    • LNG (11)
    • CNG (14)

RTEF-40989

  • Added the following product categories in scenario/schedule products on the Carrier’s Monthly Report: Pipeline, Barge, Marine Vessel (3715) [Taxpayer Type CAR] effective September 1, 2012 for schedules 14A, 14B, and 14C:
    • LNG (11)
    • CNG (14)

RTEF-40990

  • Added the following product categories in scenario/schedule products on the Terminal Operator Monthly Report (3716) [Taxpayer Type TOR] effective September 1, 2012 for schedules 15A, 15B, and INT01:
    • LNG (11)
    • CNG (14)

RTEF-40992

  • Added the following product categories in scenario/schedule products on the Transporter Quarterly Report (3724) [Taxpayer Type TRN] effective September 1, 2012 for schedules 11A, 11B, 14A, and 14B:
    • LNG (11)
    • CNG (14)

RTEF-40995

  • Obsoleted product category LPG (7) in scenario/schedule products on the Dealer’s Liquid Petroleum Gas Tax Return (577) [Taxpayer Type DLRLP] effective December 31, 2016 for schedules:
    • INT01
    • INT02
    • INT03
    • INT04
    • INT05

Texas

RTEF-39745

  • Added scenario schedules/scenario ids to support the revised Compressed Natural Gas / Liquefied Natural Gas (CNG/LNG) Dealer Report (06-126) [Taxpayer Type DSTLG] effective July 1, 2017 for the following schedule:
    • INT02             10403, 10404
  • Added product category Liquefied Gas (3) in scenario/schedule products on the revised Compressed Natural Gas / Liquefied Natural Gas (CNG/LNG) Dealer Report (06-126) [Taxpayer Type DSTLG] effective July 1, 2017 for schedules INT02 and 06-163.

Sales and Use

United States

Alabama

RTEF-40622

  • Added scenario schedules/scenario ids to support the new Rental Tax Return (2410) [Taxpayer Type SLRNT] effective January 1, 2017 for the following schedules:
    • INT01I 97010
    • INT01T            97011

RTEF-40623

  • Added scenario schedules/scenario ids to support the new Consumers Use Tax Return (2610) [Taxpayer Type SLCU] effective January 1, 2017 for the following schedule:
    • INT01I 97000

Form Updates

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

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

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

In this release there are 5 revised forms and 7 new forms.                   

Canada

Newfoundland

RTEF-41019 (ADM-10496)

  • Modified the Generic Fuel Collector Summary Form (FTG-FTD-NL) [Taxpayer Type COL] to correctly display gasoline totals on Line 20, Page 2 from Line 19, Page 1.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41019 (ADM-10496)

  • Modified the Generic Fuel Collector Summary Form (FTG-FTD-NL) [Taxpayer Type COL] to correctly display gasoline totals on Line 20, Page 2 from Line 19, Page 1.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Quebec

RTEF-41028 (ADM-10493)

  • Added revised Agents Under Agreement (CA-51.2.E-V) [Taxpayer type AGUA] effective April 1, 2016. Changes include renumbering of sections / parts and changes to subtotaling so each related page includes running totals for the previous pages.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-41006 (ADM-10494)

  • For the Agents Under Agreement (CA-51.2.E-V) [Taxpayer type AGUA] effective April 1, 2016, updated validation for schedule INT13 Tax Reduction to accept product category 9 Ethanol Blends as valid.  Also updated return calculations for INT13 to include transactions with product category 9.
  • 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.

RTEF-41008 (ADM-10493)

  • For the Agents Under Agreement (CA-51.2.E-V) [Taxpayer type AGUA] effective April 1, 2016, modified summary by buyer to include grouping by buyer legal name, buyer id code, buyer city, and buyer jurisdiction. Also, modified summary by seller to include grouping by seller legal name, seller id code, seller city, and seller jurisdiction.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-41246 (ADM-10647)

  • For the Agents Under Agreement (CA-51.2.E-V) [Taxpayer type AGUA] effective April 1, 2016, added prompt for Quebec Identification Number.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

United States

Alabama

RTEF-40831

  • Added new Recipient LPG Fee Report (ALPG) [Taxpayer Type LPRMR] effective January 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40832

  • Added new Monthly Out-of-State Motor Fuel Report (LPG Form 12) [Taxpayer Type MFOOS] effective January 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

California

RTEF-41154 (ADM-10576)

  • Modified the eFile creation process to omit warning messages in the History Log when payment amount and payment date values are not entered via prompts in the following returns:
    • Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD]
    • Supplier of Motor Vehicle Fuel Tax Return (BOE-501-PS) [Taxpayer Type SPLM]
    • Aircraft Jet Fuel Dealer Tax Return (BOE-501-MJ) [Taxpayer Type DLRA].
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

Florida

RTEF-40991 (ADM-10474)

  • Modified the CSV eFile generation for the Petroleum Carrier Information Return (DR-309637) [Taxpayer Type CAR] to correctly populate the consignor legal name and consignor ID code.
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

Indiana

RTEF-41053

  • Modified Indiana Consolidated Gasoline Monthly Tax Return (MF-360) [Taxpayer Type DST] to dynamically populate rates on PDF. 
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

Louisiana

RTEF-40666 (ADM-10311)

  • Modified the Distributor/Exporter/Blender Monthly Return (R-5398) [Taxpayer Type DSTEB] to include Transmix under the Undyed Diesel column.
  • 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-40745

  • Updated the name description for product category 'Other' (13) to 'Transmix' for taxpayer types ANT, DSTEB, IMP, TOR, TRN, and UST2.
  • Actions:
    • This update affects the dropdown description in products maintenance.

RTEF-40749 (ADM-10311)

Modified the Terminal Operator Monthly Return (R-5393) [Taxpayer Type TOR] to include Transmix under the Undyed Diesel column. Also, modified schedule validation to allow Transmix.

  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.
    • his 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-40750 (ADM-10311)

  • Modified the Importer Monthly Return (R-5399) [Taxpayer Type IMP] to include Transmix under the Undyed Diesel column. Also, modified schedule validation to allow Transmix.
  • 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-40767 (ADM-10311)

  • Modified the Terminal Operator Annual Report (R-5385) [Taxpayer Type ANT] to include Transmix under the Undyed Diesel column.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-40770 (ADM-10311)

  • Modified the Motor Fuel Transporter Monthly Return (R-5346) [Taxpayer Type TRN] to include Transmix under the Undyed Diesel column.  Also, modified schedule validation to allow Transmix.
  • 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-40776 (ADM-10311)

  • Added new Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type UST2] effective July 1, 2017 including the following:
    • Enabled location based reporting.
    • Included validation on all schedules to allow Transmix.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects calculation on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected scheduled – any
    • 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.
  • Obsoleted the previous Motor Fuel Delivery Fee Report and associated schedules (UST-MFDR-1) [Taxpayer Type UST] effective June 30, 2017
  • Actions:
    • This update affects the ability to access the return and schedules after the obsolete date.

Maine

RTEF-41001 (ADM-10484)

  • Modified Special Fuel Supplier/Retailer Tax Return (SFS) [Taxpayer Type SPLSF] with the following:
  • Corrected Line 28 (Excise Tax Paid Purchase) by changing the rate determination on blended fuels (B90 – B00)
  • Added dynamic rate display to the PDF.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Maryland

RTEF-39873 (ADM-9891)

  • Added revised the Dealer Tax Return (GTD1) [Taxpayer Type DST] to add an override prompt to the allowance calculation effective July 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Michigan

RTEF-40648

  • Added new Alternative Fuel Dealer's Return (5494) [Taxpayer Type DLRAL] effective January 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-40988

  • Updated Blender Monthly Return (3791) [Taxpayer Type BLD] to include new product categories for CNG and LNG which were split to support Alternative Fuel Dealers Return.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-40989

  • Updated Carrier Report (3715) [Taxpayer Type CAR] to include new product categories for CNG and LNG which were split to support Alternative Fuel Dealers Return.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-40990

  • Updated Terminal Operator Report (3716) [Taxpayer Type TOR] to include new product categories for CNG and LNG which were split to support Alternative Fuel Dealers Return.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-40992

  • Updated Transporter Report (3724) [Taxpayer Type TRN] to include new product categories for CNG and LNG which were split to support Alternative Fuel Dealers Return.
  • Actions:
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

RTEF-40995

  • Updated the LPG Dealer (577) [Taxpayer Type DLRLP] return and taxpayer type to be obsolete as of 12/31/2016. The return has been replaced by the Alternative Fuels Dealer Return (5494) [Taxpayer Type DLRAL].
  • Actions:
    • This update affects the ability to access the return and schedules after the obsolete date.

Missouri

RTEF-41228 (ADM-10615)

  • Updated eFile generation for Distributors Monthly Tax Report (Form 4757) [Taxpayer Type DST] to use reporting method units from taxpayer preferences when generating summary for S01C (from schedule INT05) & S01D (from schedule INT04).
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

New Hampshire

RTEF-40879

  • Updated Transporter (RT113) [Taxpayer Type TRN] schedules to set required indicator on Origin and Destination.  Schedule transactions entry will now flag both fields with an asterisk.
  • 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-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.

RTEF-41082

  • Modified User Liquefied Gas Annual (PET-356) [Taxpayer Type USLGA]. 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-39745 (ADM-9779)

  • Added revised Texas Liquefied Gas Dealer Report (06-126) [Taxpayer Type DSTLG] effective July 1, 2017 with new lines inserted.  Also provided quarterly filing option. 
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the calculations on the return - please review values that are calculated differently due to this change.

Vermont

RTEF-40303 (ADM-10110)

  • Added revised Motor Fuel Distribution Report - Importations (CVO-09) [Taxpayer Type DSTMI] Effective July 1, 2017 to remove distributor allowance.
  • 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-40304 (ADM-10110)

  • Added revised Diesel Fuel Distributors Monthly Report (CVO-10) [Taxpayer Type DSTD] effective July 1, 2017 to remove distributor allowance.
  • 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.

Virginia

RTEF-40933 (ADM-10462)

  • Updated the Supplier’s Report (FT-451) [Taxpayer type SPL] validation rules for Schedule 5 to require buyer.
  • 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.

West Virginia

RTEF-41303 (ADM-10681)

  • Modified the schedule validation rules for schedules 7A and 7B on the Motor Fuel Exporter Report (MFT-511) [Taxpayer Type EXP] to only require destination state effective July 1, 2017.
  • Modified the eFile generation process for the Motor Fuel Exporter Report (MFT-511) [Taxpayer Type EXP] to include only the two-character state abbreviation for schedules 7A and 7B effective July 1, 2017.
  • 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 generation of the eFile - please review values that are calculated differently due to this change.

Sales and Use

Alabama

RTEF-40622

  • Added new Alabama State Rental Tax Return (2410) [Taxpayer Type SLRNT] effective January 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40623

  • Added new Alabama State Consumer Use Tax Return (2610) [Taxpayer Type SLCU] effective January 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Tobacco

Illinois

RTEF-39827

  • Added new Illinois Unstamped Little Cigar Sticks Tax Return (RC-55) [Taxpayer Type TBLC] 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.

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-40465

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

RTEF-41203

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

ZMS-26651

  • Added a new index on table avatax_us_tax_rates to improve performance of certain returns.

ZMS-26664

  • Added updated version of User Guide. 

ZMS-26953

  • Replaced stored procedure calls with inline code in many places throughout the entire system.  System functionality was not changed.

ZMS-27104

  • Certified Returns Excise to run on Microsoft SQL Server 2016.

ZMS-27107

  • Updated the following pages to support the comment tab and logging of changes for Change Logging:
    • Session Details
    • Account Applications
    • Account Registration
    • Item Codes
    • Manufacturers
    • Outlets
    • Return Guidelines
    • Tax Filing Calendar
  • NOTE:  This is only available to companies with ‘Change Logging’ enabled on Admin > About > Avalara Excise Platform license key page. Companies must be licensed for change logging in order to capture changes in comments.

ZMS-27221, ZMS-27374 and ZMS-27538

  • Updated site to use Telerik 2017 controls.

ZMS-27236

  • Implemented additional code verifications to prevent XSS (Cross Site Scripting) attacks via the company selector based on a pro-active code-level security review.  This selector is used on several pages sitewide.  No change in behavior is expected.

ZMS-27238

  • Implemented code enhancements to more securely store strings in memory after a pro-active code-level security review. These changes occurred on most pages sitewide.  No behavior changes are expected.

ZMS-27242

  • Updated the Swagger tool that produces automatic API documentation for security based code improvements.

ZMS-27251

  • Increased the size of bookmark_ind columns to allow for more bookmark values to be added.
  • Updated the following to make the business objects bookmarkable for comments on Express View (available to companies with change logging enabled):
  • The links when hovering over comments in Express View will take user to the associated record and should have the correct description in the link.
    • Company Information
    • Company Settings
    • AvaTax Settings
    • Jurisdiction
    • Schedule Transaction
    • Transportation Modes

ZMS-27289

  • Corrected Query Session direct to Query Wizard for Tax Session Workflow Widget > Click on Tax Session > select Query Session will direct to Query Wizard instead of Legacy Query Wizard.

ZMS-27389

  • Modified the Admin > Change password page formatting.  Moved the instructions and messages to the right of the screen. 

ZMS-27436 (ADM-10294)

  • Updated the checkmark to turn green when an eFile is transmitted on Tax Session Workflow widget on dashboard.  It had been staying white.

ZMS-27416

  • Implemented additional code verifications to prevent XSS (Cross Site Scripting) attacks on the following pages after pro-active code-level security review.  No change in behavior will be seen.
    • eFiling > eFile Creations > eFile Viewer

ZMS-27464

  • Updated Archive Import, Automatic Tax Session Creation, and Schedules Query Wizard's Copy Records to check for the maximum number of active company accounts when creating tax sessions for companies licensed for bulk returns.

ZMS-27497

  • Added a check to ensure that the user is still logged in before updating session cookie.

ZMS-27733

  • Added a check to redirect the user back to the login page when the user’s browser fails to send the full ViewState back to the server. 

ZMS-27791

  • Recreated the ZMS_API_SERVICE role as an Avalara managed role.  This role is expected to be used by companies doing service account API integrations only.

Admin Updates

This section contains updates related to administration of the product.

ZMS-21737

  • Added ability for companies in SAAS model to create and edit company specific roles under Admin > Roles.   These child roles will inherit from existing roles and can be modified to be more restrictive.

ZMS-26334 (ADM-9571)

  • Corrected misspelling on Admin > Scheduled Tasks banner.

ZMS-26765

  • Added a tooltip ‘View Trace Log’ to trace log icon on Admin > System Diagnostic > Page Request Information > Page Settings Tab.

ZMS-26968

  • Updated Admin > Scheduled Tasks > Avalara Excise Platform System Initiated Clean Up Task to include canceled jobs.

ZMS-26974

  • Added ‘ZMSMaintenanceRateTaxCodesEdit’ permission to 'ZMS_EDIT', 'ZMS_ADMIN', 'ZMS_VIEW', and 'ZMS_COMPANY_ADMIN' roles under Admin > Roles.

ZMS-27092 (ADM-10068)

  • Updated the System Initiated Clean Up Job to look for schedule transaction import jobs that remain in a running status for 24 hours. If a job is found, an email and message center message are sent to the user who initiated the import job and optionally to the system administrator. A site setting "System Administrator" should be updated with the user name for the system administrator. If more than one system administrator exists, multiple names can be added delimited by a '|'. For example, user1|user2|user3.

ZMS-27112 (ADM-10086)

  • Added Created Date and Time column to Attachments tab on Admin > Support Cases.

ZMS-27142 (ADM-10114)

ZMS-27162 (ADM-10141)

  • Updated to not default to back-end when adding a new role under Admin > Roles > Add New Record (the back-end indicator checkbox will be unchecked).

ZMS-27193 (ADM-10154)

  • Updated Admin > System Diagnostic > License Information to allow filtering between dates.

ZMS-27362

  • Updated Scheduled Tasks that use grid state to reset page size and index to include all filtered records.

Data Import Updates

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

ZMS-26678 (ADM-9763)

  • Updated the counts of schedule transaction import batches to add batches with a status of ‘error’ and ‘failed’ as the error count.

ZMS-26966 (ADM-10008)

  • Updated the creation of the import csv (schedule query wizard and unassigned transactions file) to use TitleTransfer instead of title_transfer.

ZMS-27346

  • Corrected Schedule Query link to go to Schedule Query Wizard instead of Legacy Schedule Query Wizard on Data Import > Summary tab.

ZMS-27605

  • Added 20 new custom strings and 10 custom numeric fields to schedule transactions custom table.  There are now a total of 50 custom strings and 30 custom numeric fields available.

ZMS-27789 (ADM-10403)

  • Updated import to avoid exception thrown when company account exists but session could not be created.

eFiling Updates

This section contains updates related to eFiling.

ZMS-26500

  • Updated the archive create and the import archive file import to handle importing of XML eFiles (Archive > Archive Tax Session > Upload Archive tab > Add New Record).

ZMS-27096

  • Updated eFile Creation to handle null reference exception when generating eFile.  An error message will display on the screen ‘Unable to generate eFile.  The taxpayer preference record was not found.  Try regenerating the tax session.’

ZMS-27276

  • Updated to save the XML eFile detail records to XML file instead of eFile details when filing tax session.

Maintenance Updates

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

ZMS-25054

ZMS-25552 (ADM-8807)

  • Added the ability to assign multiple tax sessions (country code, jurisdiction, taxpayer type, terminal code(optional) and location id (optional) to schedule profiles.  The purpose is to allow a generic profile (jurisdiction, taxpayer type, etc. equal to ‘*’) to be assigned to several tax sessions (company accounts) at the same time.  This will allow the same profile action to apply to many tax sessions without having to create a separate profile for each tax session.

ZMS-26564

  • Added new table taxpayer_return_preferences. This table will be used to control which fields display on Maintenance > Taxpayer Preferences pop-up.

ZMS-26697 (ADM-9775)

  • Updated Maintenance > Master Data Import/ Master Data Export DAT file format to correctly map Taxpayer Contacts when exporting Taxpayer Preferences and Taxpayer Contacts.

ZMS-26761

  • Added ‘Rule ID’ field to Maintenance > Schedule Validation Rules pop-up.

ZMS-26908

  • Updated column header ‘Item Code Description’ from ‘Description’ on Maintenance > Item Codes.

ZMS-27098

  • Updated the Maintenance > Business Entities > Business Entities grid action drop down to ‘Delete All Unlocked Business Entities’ from ‘Delete All Unlocked’.

ZMS-27118

  • Added ‘MSA Status Description’ field to Maintenance > Manufacturers grid.

ZMS-27125

  • Added the ability to delete Due Date.
  • Added a message to the Tax Session history log when a due date record is used to determine the tax session’s due date.

ZMS-27137 (ADM-10097)

  • Updated the Maintenance > Schedule Scenarios > Master Data CSV Import to not require a value in the ‘Document Type’ column when importing.

ZMS-27140

  • Added the two-character jurisdiction abbreviation to the dropdown display on jurisdiction field for the following pages under Maintenance:
    • Business Entities
    • Business Entities > Business Accounts Tab
    • Common Codes
    • Companies > Accounts Tab
    • Companies > Information Tab
    • Companies > Settings Tab
    • Companies > AvaTax Settings
    • Due Dates
    • Local Jurisdictions
    • Locations
    • Manufacturers
    • Products
    • Tobacco Products
    • Rates
    • Schedule Scenarios
    • Schedule Profiles
    • Schedule Profiles >Locations
    • Schedule Profiles > Tobacco Products
    • Tax Sessions
    • Taxpayer Contacts
    • Terminals
    • Transportation Modes

ZMS-27167

  • Added ‘Business Account Locked’ date field to the Maintenance > Business Entities grid.  This column is populated with the greatest business account locked date for a business entity.  If all of a business entity’s business accounts do not have a locked date then the field is empty (null).

ZMS-27194 (ADM-10138)

  • Added a new option to the dropdown to export the selected data in the grid to the CSV import file format by creating a master data export task for the selected grid, and renamed existing options for consistency.  Renamed options are ‘Grid Export – Excel’, ‘Grid Export – CSV’,  'Master Data Partial Export', and 'Master Data CSV Import'.  New option is 'Master Data CSV Export'. The new option was added to the following Maintenance pages:
    • Business Entities
    • Common Codes
    • Companies
    • Countries
    • Custom Schedules
    • Due Dates
    • Item Codes
    • Local Jurisdictions
    • Locations
    • Manufacturers
    • Outlets
    • Products
    • Rates
    • Region/States
    • Schedule Corrections
    • Schedule Profiles
    • Schedule Query Fields
    • Schedule Query Fields (Legacy)
    • Schedule Scenarios
    • Schedule Validation Rules
    • Taxpayer Contacts
    • Taxpayer Preferences
    • Terminals
    • Tobacco Products
    • Transportation Modes

ZMS-27240

  • Modified the retrieval of Master Data CSV Import templates to provide enhance code level security.  No functional changes will be noticed.

ZMS-27296

  • Updated to prevent exception thrown when selecting a profile type that has additional required fields on Maintenance > Schedule Profiles.

ZMS-27304 (ADM-10217)

  • Updated the import to handle cases that trigger a scenario where Schedule Scenarios are using IN and NOT IN operators and have a business account check set up with no comparison value.

ZMS-27332

  • Updated Maintenance > Taxpayer Contacts to refresh the parent grid when adding new contacts.

ZMS-27335

  • Added Personal Identification Number and Tax Identification Number fields to Maintenance > Taxpayer Contacts > Copy tab.
  • Removed message that displayed next to Phone Number field on Maintenance > Taxpayer Contacts > Copy tab.

ZMS-27342

  • Updated to display ‘*’ noting required indicator for ‘Terminal’ Code and ‘Location’ field on Maintenance > Companies > Company Accounts when a taxpayer type requires either of these fields when adding a company account.

ZMS-27347

  • Corrected the validation of phone and fax numbers on Companies > Company Account page.

ZMS-27351

  • Updated to clear the Location dropdown when changing the taxpayer type when creating a new company account under Maintenance > Companies > Company Account.

ZMS-27391

  • Updated description for ‘System of Record Product Code’ to prevent duplicates in Schedule Scenarios and Schedule Profiles tax details.

ZMS-27451

  • Added validation to the Maintenance > Manufacturer CSV import to prevent duplicate records and records with overlapping effective/obsolete dates.

ZMS-27624

  • Corrected the menu title to ‘Business Entities with Accounts’ from ‘Business Entities Account Update’ under Maintenance > Business Entities in Oracle only.

ZMS-27661 (ADM-10472)

  • Updated the Taxpayer Preference grid export to use the company id instead of the master company id.  This allows sub companies to export records specific to the sub company.

ZMS-27861

  • Corrected replication of sub company taxpayer preferences under Maintenance > Taxpayer Preferences.

​​​Replication Service

This section contains updates related to Replication Service.

Note: This feature option is available only to SaaS-based customers under an additional license. Please contact your Sales Representative if you would like more information.

ZMS-27059, ZMS-27061, ZMS-27062, ZMS-27063, ZMS-27064, ZMS-27065, ZMS-27144 and ZMS-27378

  • Added new functionality to allow data to be replicated from Avalara Returns Excise to an on-premise database to enable local reporting and analytics.
    • An application replicates key data tables from Avalara Returns Excise SaaS environment to a user’s local database on an on-demand or scheduled basis.
    • A customer must be licensed to see these new features.
      • Added a new page ‘Replication Service’ under Maintenance > Replication Service to configure and monitor the replication service.
        • The first tab ‘Queue’ will display any items waiting to be replicated.  A user with admin security will be able to cancel an item or re-order.
        • The second tab ‘Calendar’ will allow users to define which tables and times to fully reload static data.  Options are daily, weekly and monthly.
        • The third tab ‘Settings’ allows to specify poll rate, chunk size, number of threads, etc.
        • The fourth tab ‘Heartbeats’ displays the health of the service.

ZMS-27060

  • Added new option of ‘Replicate Tax Session’ under Tax Filing > Tax Sessions > option of ‘Replicate Session’ will display in the context menu.  User will have option to replicate current sequence or all sequences and select to replicate supporting data such as locations and business entities.

ZMS-27376

  • Enhanced Replication Service to send a message that job completed to user who requested replication job.

Reporting Updates

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

 ZMS-26312

  • Added new functionality ‘Limit Field Values’ on Schedule Query Wizard.  When the option is turned on and user creates filters, it will show values based on the data in the query.  When the option is turned off and user creates filters, it will show all possible values based on the tax sessions defined in the query.

ZMS-26722 (ADM-9806)

  • Updated Reporting > Express View > Business Subtypes to allow front end users to view business subtypes for all companies they have access to along with company zero business subtypes.​​​​​​​

ZMS-27110

  • Added Reporting > Express Views for change logging comments for:
    • Countries
    • Local Jurisdictions
    • Taxpayer Contacts
    • Taxpayer Preferences
    • Terminals
    • Tobacco Products
    • Manual/Override Entry on Session Details
  • Comments will display in the express view report. Where links are available, hovering over the comment and clicking on the link in the tooltip will open a pop-up with detail.
  • NOTE:  This is only available to clients with ‘Change Logging’ enabled on Admin > About > Avalara Excise Platform license key page. Clients must be licensed for change logging in order to capture changes in comments.​​​​​​​

ZMS-27301

  • Added ‘Company Name’ to Reporting > Tax Session Statistics > Tax Session Activity Report.

ZMS-27423

  • Added Reporting > Express Views for change logging comments for:
    • Session Details
    • Account Applications
    • Account Registration
    • Item Codes
    • Manufacturers
    • Outlets
    • Return Guidelines
    • Tax Filing Calendar
  • Comments will display in the express view report.  Where links are available, hovering over the comment and clicking on the link in the tooltip will open a pop-up with detail.
  • NOTE:  This is only available to companies with ‘Change Logging’ enabled on Admin > About > Avalara Excise Platform license key page. Companies must be licensed for change logging in order to capture changes in comments.

ZMS-27449 (ADM-9974)

  • Added Sales and Use tax content to Reporting > Express View > Excise Returns and Excise Schedules views.

Schedule Transaction Importer Updates

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

PRO-1104 (ADM-3155)

  • Added a descriptive message if there is an error or warning while importing business entities or locations.

PRO-1843

  • Expanded the amount of Custom String Fields and Custom Numeric Fields that are allowed for import.  There are now up to 50 custom strings and 30 custom numeric fields.

Tax Filing Updates

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

ZMS-26008 (ADM-8356 and ADM-9306)

  • Added new Tax Sessions’ grid mass unfile task under Tax Filing > Tax Sessions > Unfile Return(s)
    • The task is found in the grid task dropdown on the lower left corner of the grid
    • The task unfiles filtered tax sessions
    • The user’s role must have edit access to the Return Unfile Tax Return authorization element.
    • Optionally can add a message that is saved in the tax session’s history log
    • Optionally can unlock locations, business accounts, tobacco products, and item codes if they are not used on any other tax session
  • Tax sessions will be unfiled if the following conditions are met:
    • Tax Session was not previously unfiled
    • Tax Session does not have a greater amended sequence
  • Tax Session ownership matches the user. For example, if the tax session is owned by a frontend user the tax session will be unfiled if the user initiating the mass unfile is a front-end user.

ZMS-26517

  • Added session header id to Tax Filing > Tax Sessions grid and eFile header id to eFiling > eFile Creation grid.

ZMS-26723

  • Added ‘File Type’ field to Scheduled Tasks grid on Tax Filing > Tax Sessions > Scheduled Tasks.

ZMS-26955

  • Updated Tax Filing > Tax Sessions grid to allow user to select whether to include schedules or not when mass generating returns and when mass generating and exporting PDFs to Zip.​​​​​​​

​​​​​​​ZMS-27097

  • Updated Tax Filing > Tax Sessions > Data File Upload option to insert unmatched Item Codes.  Previously, Item Codes were only matched and not inserted.

ZMS-27106

  • Added change logging for countries, local jurisdictions, taxpayer contacts, taxpayer preferences, terminals, tobacco products and manual/override fields on session details.
  • NOTE:  This is only available to clients with ‘Change Logging’ enabled on Admin > About > Avalara Excise Platform license key page. Clients must be licensed for change logging in order to capture changes in comments

​​​​​​​ZMS-27155

  • Disabled ‘Data File Upload’ on List Sessions grid menu when there are no active schedules for the session.

ZMS-27278 (ADM-10600)

  • Removed messages "Are you sure you want to delete tax session?" and "Are you sure you want to delete all transactions?" after the action has been confirmed and session(s) or transactions have been deleted to avoid confusion on Tax Filing > Tax Sessions > grid action ‘Delete All Transactions’ or ‘Delete Tax Session’.

ZMS-27349

  • Added checks to Tax Filing > Tax Filing Calendar to ensure required fields are populated when adding a new record.

ZMS-27380

  • Enlarged the Save icon and added ‘Save file’ text when mouse over icon on Tax Filing > Tax Sessions > Session Details > click on Return Guidelines.

          

Support

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


Avalara Returns Excise
5.30.1 Update

Release Highlights

Revision date: 9/18/2017

 

Product release: September 18, 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.

Fuel

Canada

RTEF-41392 (ADM-10711)

  • Modified Part 1, Line 20 calculation on Agents Under Agreement (CA-51.2.E-V) [Taxpayer Type AGUA]:
    • If line 19 is positive, Line 20 will be result of Line 2 minus Line 19
    • If line 19 is negative, Line 20 will be the result of Line 2 minus negative Line 19 (resulting in line 2 + Line 19).
  • Actions:
    • This update affects calculation on the return – please review values that are calculated differently due to this change.

United States   

Louisiana

RTEF-41470 (ADM-10753)

  • Updated obsolete date to December 31, 2017 from June 30, 2017 for Underground Storage Tank and associated schedules (UST-MFDR-1) [Taxpayer Type UST].
  • Actions:
    • This update affects the ability to access the return and schedules after the obsolete date.

RTEF-41476

  • Changed the schedule type to "RECP" for all schedules of the Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type: UST2]. This change will facilitate import of transactional data to the correct tax session location.
  • Actions:
    • This update affects import of transactional data.

Data Import Updates

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

ZMS-27947 (ADM-10719 and ADM-10720)

  • Updated Dashboard Data Import widget so the order that import options are selected does not affect the ability to upload a file.

Support

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