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5.30.10

 

Avalara Returns Excise
5.30.10

Release Highlights

Revision date: 10/3/17

Product release: October 3, 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.

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 2017.09.25-5.30.10 Content Release.   New rates are identified with ‘*’.

United States

Colorado

RATE-10742

  • Added new Colorado State Environmental Surcharge tax rate of 0.0125 effective October 1, 2017.

Indiana

 RATE-10758

Massachusetts

RATE-10730

  • Added new tax rates effective October 1, 2017:
    • Liquefied Gas                                     .132
    • Aviation Gas                                       .255
    • Jet Fuel                                              .075
  • http://www.mass.gov/dor/docs/dor/business/taxguide/fuels/fuelsratecurr.pdf

Maine

RATE-10722

  • Updated the July 1, 2011 Methanol and Ethanol rates:
  • Maine State Fuel Tax - E91                  0.207
  • Maine State Fuel Tax - E92                  0.206
  • Maine State Fuel Tax - E93                  0.205
  • Maine State Fuel Tax - E94                  0.204
  • Maine State Fuel Tax - E95                  0.203
  • Maine State Fuel Tax - E96                  0.202
  • Maine State Fuel Tax - E97                  0.201
  • Maine State Fuel Tax - E98                  0.2
  • Maine State Fuel Tax - E99                  0.199
  • Maine State Fuel Tax - M91                 0.161
  • Maine State Fuel Tax - M92                 0.159
  • Maine State Fuel Tax - M93                 0.158
  • Maine State Fuel Tax - M94                 0.156
  • Maine State Fuel Tax - M95                 0.155
  • Maine State Fuel Tax - M96                 0.153
  • Maine State Fuel Tax - M97                 0.152
  • Maine State Fuel Tax - M98                 0.15
  • Maine State Fuel Tax - M99                 0.149

Michigan  

RATE-10729

New Jersey

RATE-10757

  • Added State Gross Receipts -Other Products tax rate of 0.07 effective November 1, 2016.

New York

RATE-10704

  • Updated Prepaid Sales Tax rates effective September 1, 2017:
  • New York Prepaid Sales Tax - Gasoline Region 1                     0.16
  • New York Prepaid Sales Tax - Diesel Region    1                     0.16
  • New York Prepaid Sales Tax - Kerosene Region 1                    0.16
  • New York Prepaid Sales Tax - Gasoline Region 2                     0.16
  • New York Prepaid Sales Tax - Gasoline Region 3                     0.15
  • New York Prepaid Sales Tax - Diesel Region 2                         0.16
  • New York Prepaid Sales Tax - Diesel Region 3                         0.15
  • New York Prepaid Sales Tax - Kerosene Region 2                    0.16
  • New York Prepaid Sales Tax - Kerosene Region 3                    0.15

Ohio

RATE-10731

  • Added Petroleum Activity Tax rates effective October 1, 2017:
    • Gasoline                                                                               0.010114
    • Diesel                                                                                  0.009991          
    • High Sulfur Diesel – Dyed                                                     0.009991
    • Low Sulfur Diesel - Dyed                                                       0.009991
    • Kerosene                                                                              0.009991
    • Propane                                                                               0.004024
  • Added new spot rates for Petroleum Activity Tax effective October 1, 2017:
    • Gasoline                                                                                1.556
    • Diesel                                                                                  1.537
    • Propane                                                                                0.619
  • http://www.tax.ohio.gov/Portals/0/petroleum_activity/PAT-Spot-Price/SpotPricePublication4thQ2017.pdf

United States

RATE-10705

  • Added new Federal Health Insurance Fee rate of 2.26 effective October 1, 2016.

RATE-10728

Virgin Islands

*RATE-10780

  • Added new Sales and Use Gross Receipts Tax rate of .04 effective August 1, 2017.
  • Added new tax rates effective August 1, 2017:
    • Excise Tax – Gasoline                                                             0.14
    • Excite Tax – Diesel                                                                 0.14
    • Excise Tax – Aviation Fuel                                                      0.03

Washington

RATE-10723

  • Added new state Oil Spill Fee rates effective October 1, 2017:
    • Oil Spill Administration Fee                                                     0.04
    • Oil Spill Response Fee                                                            0.01

United States

Alabama

RATE-10682

  • Added new rate subtypes to Common Codes:
  • SALESFARMMFG - Farm Manufacturing Sales
  • SALESAUTOMOTIVE - Automotive Sales
  • SALESVENDING - Vending Sales
  • SALESGENERAL - General Sales
  • SELLERSUSEFARMMFG - Farm Manufacturing Sellers Use
  • SELLERSUSEAUTOMOTIVE   - Automotive Sellers Use
  • SELLERSUSE - Sellers Use
  • CONSUMERSUSEFARMMFG - Farm Manufacturing Consumers Use
  • CONSUMERSUSEAUTOMOTIVE - Automotive Consumers Use
  • CONSUMERSUSE - Consumers Use
  • RENTALGENERAL - General Rental
  • RENTALAUTOMOTIVE - Automotive Rental
  • LODGING - Lodging

RATE-10674

  • Added new City of Daphne Sales and Use tax rates effective January 1, 2017 for new return:
  • City Sales/Use Tax - Automotive Agricultural                            0.01
  • City Sales/Use Tax - Mfg Machines                                          0.01
  • City Sales/Use Tax - All other                                                  0.025
  • City Sales/Use Tax - Automobile Withdrawn                             5
  • City Sales Tax Discount Tier 1                                                -0.05
  • City Sales Tax Discount Tier 2                                                -0.02
  • City Sales Tax - Maximum Allowable Discount                          0

RATE-10689

  • Added new City of Gulf Shores Sales and Use tax rates effective January 1, 2017 for new return:
  • All Other TPP Sales Tax Rate                                                  0.0300
  • All Other TPP Sales Tax Rate - Police Jurisdiction                    0.0150
  • Auto Sales Tax Rate                                                               0.0150
  • Auto Sales Tax Rate - Police Jurisdiction                                 0.0075
  • Farming Sales Tax Rate                                                          0.0150
  • Farming Sales Tax Rate - Police Jurisdiction                            0.0075
  • Lodging Tax Rate                                                                   0.0500
  • Lodging Tax Rate - Police Jurisdiction                                     0.0250
  • All Other TPP Consumer Use Tax Rate                                     0.0300
  • All Other TPP Consumer Use Tax Rate - Police Jurisdiction       0.0150
  • Auto Consumer Use Tax Rate                                                  0.0150
  • Auto Consumer Use Tax Rate - Police Jurisdiction                    0.0075
  • Farming Consumer Use Tax Rate                                             0.0150
  • Farming Consumer Use Tax Rate - Police Jurisdiction               0.0075
  • All Other TPP Rental Tax Rate                                                 0.0300
  • All Other TPP Rental Tax Rate - Police Jurisdiction                   0.0150
  • Auto Rental Tax Rate                                                              0.0150
  • Auto Rental Tax Rate - Police Jurisdiction                                0.0075
  • Sales Tax Discount Tier 1                                                        -0.0500
  • Sales Tax Discount Tier 2                                                           -0.0200
  • Sales Tax - Maximum Allowable Discount                                0.0000
  • Automotive Withdrawal Fee Rate                                             5.0000

RATE-10697

  • Added new City of Irondale Sales and Use tax rates effective January 1, 2017 for new return:
  • City Sales/Use Tax - Sales Automotive                                    0.015
  • City Sales/Use Tax - Sales Machine Sales                                0.01
  • City Sales/Use Tax - Sales Other                                             0.04
  • City Sales/Use Tax - Use Automotive                                       0.015
  • City Sales/Use Tax - Use Machine                                            0.01
  • City Sales/Use Tax - Use Other                                                0.04
  • City Sales/Use Tax - Rental Lease Vehicles                              0.0075
  • City Sales/Use Tax - Rental Lease Other                                   0.03
  • City Sales/Use Tax - Rental Lease Real Property                      0.003
  • City Sales/Use Tax - Rental Lease Lodging                              0.07
  • City Sales/Use Tax - Wine                                                       0.07
  • City Sales/Use Tax - Withdrawn Automotive                            10
  • City Sales Tax Discount Tier 1                                                 -0.05
  • City Sales Tax Discount Tier 2                                                 -0.02
  • City Sales Tax - Maximum Allowable Discount                          0

RATE-10701

  • Added new City of Weaver Sales and Use tax rates effective January 1, 2017 for new return:
  • All Other TPP Seller Use Tax Rate                                            0.0500
  • All Other TPP Consumer Use Tax Rate                                     0.0500
  • Vending Machine Seller Use Tax Rate                                      0.0500
  • Vending Machine Consumer Use Tax Rate                               0.0500
  • Auto Seller Use Tax Rate                                                         0.0100
  • Auto Consumer Use Tax Rate                                                  0.0100
  • Farming Seller Use Tax Rate                                                    0.0200
  • Farming Consumer Use Tax Rate                                             0.0200
  • Mfg Seller Use Tax Rate                                                          0.0100
  • Mfg Consumer Use Tax Rate                                                   0.0100
  • All Other TPP Seller Use Tax Rate - Police Jurisdiction             0.0250
  • All Other TPP Consumer Use Tax Rate - Police Jurisdiction       0.0250
  • Vending Machine Seller Use Tax Rate - Police Jurisdiction        0.0250
  • Vending Machine Consumer Use Tax Rate - Police Jurisdiction 0.0250
  • Auto Seller Use Tax Rate - Police Jurisdiction                          0.0050
  • Auto Consumer Use Tax Rate - Police Jurisdiction                    0.0050
  • Farming Seller Use Tax Rate - Police Jurisdiction                     0.0100
  • Farming Consumer Use Tax Rate - Police Jurisdiction               0.0100
  • Mfg Seller Use Tax Rate - Police Jurisdiction                           0.0050
  • Mfg Consumer Use Tax Rate - Police Jurisdiction                     0.0050

RATE-10702

  • Added new City of Robertsdale Sales and Use tax rates effective April 1, 2009:
    • City Sales/Use Tax                                                                  0.02
    • Pol. Jur. Sales/Use Tax                                                           0.01
  • Added new City of Robertsdale Sales and Use tax rates effective January 1, 2017 for new return:
  • Farming Sales Tax Rate                                                          0.0025
  • Mfg Sales Tax Rate                                                                0.0100
  • Auto Sales Tax Rate                                                               0.0100
  • All Other TPP Sales Tax Rate                                                  0.0200
  • Farming Seller Use Tax Rate                                                    0.0025
  • Mfg Seller Use Tax Rate                                                          0.0100
  • Auto Seller Use Tax Rate                                                         0.0100
  • All Other TPP Seller Use Tax Rate                                            0.0200
  • Farming Consumer Use Tax Rate                                             0.0025
  • Mfg Consumer Use Tax Rate                                                   0.0100
  • Auto Consumer Use Tax Rate                                                  0.0100
  • All Other TPP Consumer Use Tax Rate                                     0.0200
  • Linens/Garment Rental Tax Rate                                              0.0100
  • Auto Rental Tax Rate                                                              0.0100
  • All Other TPP Rental Tax Rate                                                 0.0200
  • Farming Sales Tax Rate - Police Jurisdiction                            0.00125
  • Mfg Sales Tax Rate - Police Jurisdiction                                  0.0050
  • Auto Sales Tax Rate - Police Jurisdiction                                 0.0050
  • All Other TPP Sales Tax Rate - Police Jurisdiction                    0.0100
  • Farming Seller Use Tax Rate - Police Jurisdiction                     0.00125
  • Mfg Seller Use Tax Rate - Police Jurisdiction                           0.0050
  • Auto Seller Use Tax Rate - Police Jurisdiction                          0.0050
  • All Other TPP Seller Use Tax Rate - Police Jurisdiction             0.0100
  • Farming Consumer Use Tax Rate - Police Jurisdiction               0.00125
  • Mfg Consumer Use Tax Rate - Police Jurisdiction                     0.0050
  • Auto Consumer Use Tax Rate - Police Jurisdiction                    0.0050
  • All Other TPP Consumer Use Tax Rate - Police Jurisdiction       0.0100
  • Linens/Garment Rental Tax Rate - Police Jurisdiction                0.0050
  • Auto Rental Tax Rate - Police Jurisdiction                                0.0050
  • All Other TPP Rental Tax Rate - Police Jurisdiction                   0.0100
  • Automotive Withdrawal Fee Rate                                             5.0000
  • Automotive Withdrawal Fee Rate - Police Jurisdiction               2.5000
  • Sales Tax Discount Tier 1                                                        -0.0500
  • Sales Tax Discount Tier 2                                                        -0.0200
  • Sales Tax - Maximum Allowable Discount                                0.0000

RATE-10762

  • Added new Sales and Use tax rates effective October 1, 2017:
  • Southside City Sales/Use Tax                                                  0.05
  • Southside Police Jurisdiction Sales/Use Tax                            0.025

Arkansas

RATE-10734

  • Added new City Sales and Use tax rates effective October 1, 2017:
    • Eureka Springs                                                                       0.02375
    • Plumerville                                                                              0.02
    • Pine Bluff                                                                               0.0225
    • Blytheville                                                                               0.015
    • Greenland                                                                               0.03
    • Plainview                                                                                0.015
  • http://www.dfa.arkansas.gov/offices/exciseTax/salesanduse/Pages/RecentChangesinLocalTaxes.aspx

California

RATE-10703

  • Updated City of Madera rate to 0.005 effective April 1, 2017.
  • Added new city Sales and Use tax rates effective April 1, 2017:
    • City of Ukiah                                                                          0.01
    • Nevada City                                                                            0.0125

RATE-10714

  • Added State Oil Recycling Fee Re-refined (Per Gallon) rate of .12 effective January 1, 2017.

RATE-10726

  • Corrected Sonoma County Sales and Use tax rate to 0.00875 effective April 1, 2017.

RATE-10764

  • Added new Los Angeles County Sales and Use tax rate of 0.0225 effective October 1, 2017.

Kansas

RATE-10761

  • Added new Sales and Use tax rates effective October 1, 2017:
  • Lansing KS City Sales/Use Tax                                              0.0145
  • Pittsburg KS City Sales/Use Tax                                            0.015
  • Dodge City McDonalds 2 CID KS City Sales/Use Tax             0.00500
  • El Dorado Holiday Inn Express CID KS City Sales/Use Tax     0.02000
  • Leavenworth Downtown Hotel CID KS City Sales/Use Tax       0.02000
  • Leavenworth First City Hotel CID KS City Sales/Use Tax         0.02000
  • Lenexa Candlewood Suites KS City Sales/Use Tax                 0.01000
  • Lenexa Holiday Inn CID KS City Sales/Use Tax                       0.01000
  • Liberal IHOP CID KS City Sales/Use Tax                                0.02000
  • Kansas City Northwest Speedway American Royal Star Bond 1 City Sales/Use Tax                                                                                            0.01625
  • Kansas City Northwest Speedway American Royal Star Bond 2 City Sales/Use Tax                                                                                            0.01625

Minnesota

RATE-10760

  • Added new Sales and Use tax rates effective October 1, 2017:
  • Fairmont City Sales/Use Tax                                        0.005
  • Moose Lake City Sales/Use Tax                                  0.005   
  • New London City Sales/Use Tax                                  0.005
  • Proctor City Sales/Use Tax                                          0.01                 
  • Hennepin County Sales/Use Tax Transit                       0.005               
  • Anoka County Sales/Use Tax Transit                            0.0025
  • Carver County Sales/Use Tax                                      0.005
  • Clay County Sales/Use Tax                                         0.005
  • Dakota County Sales/Use Tax Transit                          0.0025
  • Ramsey County Sales/Use Tax Transit                         0.005
  • Spicer City MN Sales/Use Tax                                     0.005
  • Washington County Sales/Use Tax Transit                    0.0025
  • Wright County Sales/Use Tax Transit                            0.005

Missouri

RATE-10772

  • Added new Sales and Use tax rates effective October 1, 2017:
  • Blue Springs City Sales/Use Tax                                  0.025
  • Clinton City Sales/Use Tax                                          0.02125
  • Dover City Sales/Use Tax                                            0.01
  • Granby City Sales/Use Tax                                          0.025
  • Hayti City Sales/Use Tax                                             0.0275
  • Holden City Sales/Use Tax                                          0.02
  • Kansas City City Sales/Use Tax                                   0.03
  • Kirksville City Sales/Use Tax                                       0.0275
  • Liberty City Sales/Use Tax                                           0.03
  • Miller City Sales/Use Tax                                             0.0275
  • Moline Acres City Sales/Use Tax                                 0.0125
  • Monett City Sales/Use Tax                                          0.0225
  • Mountain Grove City Sales/Use Tax                             0.03
  • North Kansas City Sales/Use Tax                                 0.02
  • Ozark City Sales/Use Tax                                            0.02375
  • Perry City Sales/Use Tax                                             0.02
  • Rock Port City Sales/Use Tax                                      0.0225
  • St Louis City Sales/Use Tax                                        0.04766
  • Trenton City Sales/Use Tax                                          0.02625
  • Waverly City Sales/Use Tax                                         0.035
  • St Louis Orpheum Theatre CID                         0
  • Cass County Sales/Use Tax                                        0.015
  • Clinton County Sales/Use Tax                                      0.01
  • Dent County Sales/Use Tax                                         0.0225
  • Howell County Sales/Use Tax                                      0.01437
  • Iron County Sales/Use Tax                                          0.025
  • Lawrence County Sales/Use Tax                                  0.015
  • Livingston County Sales/Use Tax                                 0.0125
  • Monroe County Sales/Use Tax                                     0.015
  • Saline County Sales/Use Tax                                       0.015
  • St Louis County Sales/Use Tax                                    0.032
  • St Genevieve County Sales/Use Tax                            0.03
  • Wright County Sales/Use Tax                                      0.015

Nebraska

RATE-10708

  • Added new Sales and Use tax rates effective October 1, 2017:
    • Lawrence County                                                                    0.01
    • City of Shelton                                                                       0.0
  • http://www.revenue.nebraska.gov/salestax.html

New York

RATE-10727

  • Added new Jefferson County Sales and Use tax rate of 0.04 effective March 1, 2017.

North Dakota

RATE-10735

Ohio

RATE-10737

Oklahoma

RATE-10709

  • Added new Sales and Use tax rates effective October 1, 2017:
  • City Erick                                                                               0.05
  • City of Kingfisher                                                                    0.03335
  • City of Westport                                                                     0.025
  • City of Geary                                                                          0.035
  • Blaine County                                                                         0.00875
  • Pontotoc County                                                                    0.00125
  • Tillman County                                                                        0.02

Texas

RATE-10747

  • Added new Sales and Use tax rates effective October 1, 2017:
    • Grandfalls City                                                                        0.01
    • Newark City                                                                            0.01
    • Campbell City                                                                         0.01
    • Estelline City                                                                          0.01
    • Mart City                                                                                0.01
    • Alamo Heights City                                                                 0.015
    • East Bernard City                                                                    0.15
    • Garrett City                                                                             0.02
    • Lavon City                                                                              0.02
    • McLean City                                                                           0.02
    • McLendon Chisholm City                                                         0.02
    • Midland City                                                                           0.0125
    • Odem City                                                                              0.02
    • Palm Valley City                                                                     0.02
    • Pleak City                                                                               0.02
    • Rocksprings City                                                                    0.0175
    • Ropesville City                                                                       0.02
    • Saint Paul City                                                                        0.02
    • Scurry City                                                                             0.02
    • Stockdale City                                                                                    0.02
    • Sunray City                                                                             0.02
    • Trent City                                                                                0.02
    • Venus City                                                                              0.02
    • Volente City                                                                            0.02
    • Armstrong County                                                                   0.005
    • Kaufman County Development District                                     0
  • https://comptroller.texas.gov/taxes/sales/quarterly-updates/oct.php

RATE-10759

  • Added new Sales and Use tax rates effective October 1, 2017:
  • Travis County ESD 14                                                             0.02
  • Bexar County ESD 2                                                               0.015
  • Bexar County ESD 5                                                               0.015
  • Bexar County ESD 6                                                               0.015
  • Caldwell County ESD 2                                                           0.015
  • Caldwell County ESD 4                                                           0.015
  • Cass County ESD 2                                                                0.025
  • Fort Bend County Assistance District 7                                                0.02
  • Fort Bend County Assistance District 8                                                0.02
  • Fort Bend County Assistance District 9                                                0.01
  • Fort Bend County ESD 7                                                         0.005
  • Hays County ESD 6                                                                0.0025
  • Newark City Municipal Development District                             0.005
  • Parker County ESD 1                                                              0.005
  • Travis County ESD 9                                                               0.015

Utah

RATE-10748

  • Added new Emery County Sales and Use tax rate of 0.015 effective October 1, 2017.

Wyoming

RATE-10736

  • Added new Sales and Use tax rates effective October 1, 2017:
  • Laramie County                                                           0.02
  • Teton County                                                                          0.02

Tobacco

General

RATE-10698

  • Corrected Unit of Measure for 175 various tobacco rates.

Scenario Updates

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

Fuel

United States

Florida

RTEF-40641

  • Added scenario schedules/scenario ids to support the new Odorizers/Importers Quarterly Remittance Report (DACS-03524) [Taxpayer Type ODIMP] effective January 1, 2017 for the following schedules:
    • INT01             31125
    • INT02             31126
  • Added product category Propane (15) in scenario/schedule products on the new Odorizers/Importers Quarterly Remittance Report (DACS-03524) [Taxpayer Type ODIMP] effective January 1, 2017 for schedules INT01 and INT02.

Louisiana

RTEF-41470

  • Updated scenario schedules/scenario ids for the Motor Fuel Delivery Fee Report (UST-MFDR-1) [Taxpayer Type UST] to change the obsolete date to December 31, 2017 for the following schedules:
    • INT01             6701
    • INT02             6702
    • INT03             6703
  • Updated the following product categories in scenario/schedule products on the Motor Fuel Delivery Fee Report (UST-MFDR-1) [Taxpayer Type UST] to change the obsolete date to December 31, 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)
    • RTEF-41476
  • Updated scenario schedules/scenario ids on the Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type UST2] effective July 1, 2017 to set the schedule_type to RECP (receipt) for schedules INT01, INT02, INT03, and INT04.

Maine

RTEF-41218

  • Added the following product categories in scenario/schedule products on the revised Special Fuel Supplier/Retailer Tax Return (SFS) [Taxpayer Type SPLSF] effective September 1, 2017 for schedules 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, INT01, INT02, INT03, and INT05:
    • Ethanol Blends (9)
    • Methanol Blends (10)
    • Liquefied Natural Gas (17)

United States

Alabama

RTEF-40621

  • Added scenario schedules/scenario ids to support the new Sales Tax Return (2100) [Taxpayer Type SLS] effective January 1, 2017 for the following schedules:
    • INT01I 97008
    • INT01T            97009

RTEF-40626

  • Added scenario schedules/scenario ids to support the new Rental Lease Tax Return Alexander City (1195R) [Taxpayer Type SRYAX] effective January 1, 2017 for the following schedules:
    • INT01I 97012
    • INT01T            97013

RTEF-40633

  • Added scenario schedules/scenario ids to support the new City of Prattville, Alabama Sales, Use, Rental, Lodging, Gas, Liquor Tax Report (PRATTVILLE) [Taxpayer Type SUYPV] effective January 1, 2017 for the following schedules:
    • INT01I 97014
    • INT01T            97015
    • INT01E           97016
    • INT02I 97017
    • INT02T            97018
    • INT02E           97019

United States

Indiana

RTEF-40133

  • Added scenario schedules/scenario ids to support the new Other Tobacco Products PACT Act Report (OTP-PACT) [Taxpayer Type TBTPA] effective January 1, 2017 for the following schedule:
    • INT01             84190
  • Added the following product categories in scenario/schedule products on the new Other Tobacco Products PACT Act Report (OTP-PACT) [Taxpayer Type TBTPA] effective January 1, 2017 for schedule INT01:
    • Moist Snuff (53)
    • Roll-Your-Own (58)
    • Other Tobacco Products (61)
    • Chew (66)

RTEF-40134

  • Added scenario schedules/scenario ids to support the new Cigarette Transaction Schedule (CIG-TS) [Taxpayer Type TBCPA] effective January 1, 2017 for the following schedules:
    • INT01             84170
    • INT02             84171
  • Added the following product categories in scenario/schedule products on the new Cigarette Transaction Schedule (CIG-TS) [Taxpayer Type TBCPA] effective January 1, 2017 for schedules INT01 and INT02:
    • Cigarettes (56)
    • Little Cigars (60)
    • Other (68)

Form Updates

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

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

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

In this release there are 4 revised forms and 6 new forms.                   

Canada

Quebec

RTEF-41350

  • 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 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.

United States

Alabama

RTEF-41160 (ADM-9860)

  • Modified the Motor Fuel Exporter Monthly Return (MFT-EXPR) [Taxpayer Type EXP] to set the eFile Amended Schedules and eFile Calculation View settings to “Overall” in the taxpayer preference.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Arizona

RTEF-40704 (ADM-10341)

  • Updated the efile generation for the Monthly Arizona Supplier Tax Report (TAX 120) [Taxpayer Type SPL] to include the following manual entry fields:  Collection Allowance, Uncollectible Tax Credit, Late Fee, Penalty, and Interest.
  • Actions:
    • This update affects the generation of the eFile please review values that are calculated differently due to this change.

RTEF-41164

  • Updated the Monthly Arizona Supplier Tax Report (TAX 120) [Taxpayer Type SPL] to save the following manual entry fields:  Collection Allowance, Uncollectible Tax Credit, Late Fee, Penalty, and Interest to be used in eFile.
  • Actions:
    • This update affects the calculations on the return please review values that are calculated differently due to this change.

California

RTEF-41432 (ADM-10587 and ADM-10607)

  • Modified the Aircraft Jet Fuel Dealer Tax Return (BOE-501-MJ) [Taxpayer Type DLRA] to change the following prompts on the Form Manual Entry tab to not be required:
    • Payment amount (to authorize payment in eFile).
    • Payment date (to authorize payment in eFile).
    • Page 1, Line 4 Penalty.
    • Page 1, Line 5 Interest.
  • Actions:
    • This update affects the calculations on the return please review values that are calculated differently due to this change.

RTEF-41433 (ADM-10587 and ADM-10607)

  • Modified the Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD] to change the following prompts on the Form Manual Entry tab to not be required:
    • Payment amount (to authorize payment in eFile).
    • Payment date (to authorize payment in eFile).
    • Page 1, Line 5 Penalty.
    • Page 1, Line 6 Interest.
  • Actions:
    • This update affects the calculations on the return please review values that are calculated differently due to this change.

RTEF-41434 (ADM-10587 and ADM-10607)

  • Modified the Supplier of Motor Vehicle Fuel Tax Return (BOE-501-PS) [Taxpayer Type SPLM] to change the following prompts on the Form Manual Entry tab to not be required:
    • Payment amount (to authorize payment in eFile).
    • Payment date (to authorize payment in eFile).
    • Page 3, Section D, Line 2 Tax Prepayment.
    • Page 3, Section D, Line 4 Penalty.
    • Page 3, Section D, Line 5 Interest.
  • Actions:
    • This update affects the calculations on the return please review values that are calculated differently due to this change.

Delaware

RTEF-41074 (ADM-10530)

  • Updated the Licensed Motor Fuel Distributor Tax Return (MFT-1) [Taxpayer Type DST] to subtract Line 17 Column A, gallons tax paid, automatically from Line 16 Column A.
  • Actions:
    • This update affects the calculations on the return please review values that are calculated differently due to this change.

Florida

RTEF-40641

  • Added new Odorizers / Importers Quarterly Remittance Report (DACS-03524) [Taxpayer Type ODIMP] 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-40959

  • Added a validation rule to ensure correct format is used when phone number is entered on schedule manual entry for the Odorizer / Importer Quarterly Remittance Report (DACS-03524) [Taxpayer Type ODIMP].
  • Added warning message if field is not entered. The correct format is (XXX)XXX-XXXX. 
  • 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.

Idaho

RTEF-41073

  • Updated Distributor's Fuel Tax Report (RT1450) [Taxpayer Type DST] to round page 2 line 15 currency value to whole dollars.
  • Actions:
    • This update affects the calculations on the return please review values that are calculated differently due to this change.

Illinois

RTEF-40959

  • Added a validation rule to ensure correct format is used when phone number is entered on schedule manual entry for the State Cigarette P.A.C.T. Report (PA-1) [Taxpayer Type TBCPA] and the State Tobacco P.A.C.T. Report (PA-2) [Taxpayer Type TBTPA]. 
  • Added warning message if field is not entered. The correct format is (XXX)XXX-XXXX. 
  • 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-41101

  • Updated Illinois product category description for misspelling of the word 'Biodiesel' in product category 'Biodiesel Blends' (12).

Indiana

RTEF-40959

  • Added a validation rule to ensure correct format is used when phone number is entered on schedule manual entry for the Other Tobacco Product PACT Act Report (OTP-PACT) [Taxpayer Type TBTPA]. 
  • Added warning message if field is not entered. The correct format is (XXX)XXX-XXXX. 
  • 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.

Louisiana

RTEF-40364 (ADM-10162)

  • Added revised Terminal Operator Monthly Return (R-5393) [Taxpayer Type TOR] effective July 1, 2017 with the following changes:
    • Removed radio button for ‘Address Change’.
    • New revision date 7/15.
    • Minor cosmetic changes.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Maine

RTEF-41218 (ADM-10619)

  • Added revised Supplier Special Fuel (SFS) [Taxpayer Type SPSFL] effective September 1, 2017 with the following changes:
    • Added Biodiesel and low energy fuel worksheets.
    • Included Methanol, Ethanol, and Liquefied Natural Gas categories under the low energy fuel column of the return.
    • Updated schedule transaction rules to allow Methanol, Ethanol, and Liquefied Natural Gas categories.
    • Modified the low energy fuel tax calculations to include rates specific to E91 thru E00, M91 thru M00, and LNG.
  • 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.

Michigan

RTEF-41167

  • Updated the Terminal Operator Monthly Report (3716) [Taxpayer Type TOR] with the correct date on efile_schedule_definition records in Oracle only.
  • Actions:
    • This update affects the generation of the eFile please review values that are calculated differently due to this change.

Mississippi

RTEF-41172 (ADM-10596)

  • Modified Special Fuel Tax Return (74-070-04-1) [Taxpayer Type DLRSF] to require Carrier Legal Name and Carrier ID on Schedule 1.
  • 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.

Montana

RTEF-41311 (ADM-10665)

  • Updated Montana Department of Transportation Administration Distributor’s License Tax Report (MF-32) [Taxpayer Type DST] to round discounted tax rate on Page 1 Line 2 allowance calculation to 4 decimal spaces.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

New Hampshire

RTEF-39916 (ADM-9913)

  • Updated the version descriptions for New Hampshire eFile version 4030 to be more descriptive:
    • New Hampshire EDI Import V.4030 – 2015 and forward.
    • New Hampshire EDI Import V.4030 – for returns pre-2015.
  • Actions:
    • This update affects the generation of the eFile – please review version descriptions when selecting version and tax session to use to generate eFile.

RTEF-40356 (ADM-10183)

  • Corrected penalty calculations when a session was generated on the due date for the following returns:
    • Motor Fuel and Aviation Fuel Distributor Report (MFD 1 SAF) [Taxpayer Type DST] 
    • Oil Discharge and Pollution Control Report (RT51) [Taxpayer Type ENV]
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-41051 (ADM-10508)

  • Corrected issue for the Environmental Protection Regulatory Fee Quarterly Return (EPRF-1) [Taxpayer Type ENVP] where an error was received while generating return with schedules.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-41161

  • Updated the Alternative Fuels Dealer Report (AFD1) [Taxpayer Type DSTAL] with the new efile_schedule_definition records.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

New Jersey

RTEF-41033

  • Corrected the effective date to January 1, 2017 for Annual Terminal Operator Return (OMF-10) [Taxpayer Type ANT].
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Oklahoma

RTEF-40824 and RTEF-39788 (ADM-9822 and ADM-10309)

  • Modified the Motor Fuel Suppliers / Permissive Suppliers Monthly Tax Calculation (DST-205) [Taxpayer Type DST] to populate Page 2, Line 19, Columns D and E gallons, only when data is entered using the override prompts.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Oregon

RTEF-40994

  • Updated the Dealer Out-of-State Expense worksheet to calculate the meals based on either a flat amount per day or the actual meal expense for the day.
  • Updated the other transportation expenses to correctly assign the expense amount to the proper expense field.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-41116

  • Updated the Dealer Local Summary Tax Due worksheet to include product description and shipping document columns. Also various formatting updates were made to the Dealer State Summary Tax Due and Local Summary Tax worksheets.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

South Dakota

RTEF-41169

  • Corrected printing of duplicate schedules on the South Dakota Importer Exporter Tax Return (MV-594 IMPEX) [Taxpayer Type IMPEX].
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Virginia

RTEF-40527 (ADM-10261)

  • Updated Importer’s Return (FT-468) [Taxpayer Type IMP] effective July 1, 2017 to dynamically populate tax rates on the return.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40842 (ADM-10426)

  • Added transaction validation for the Supplier’s Report (FT-451) [Taxpayer Type SPL] to warn that negative gallons should be used to net out another transaction, that gallons cannot be zero, and that when the sequence is zero (original session), gallons must be positive.
  • 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.

Wisconsin

RTEF-40231 (ADM-9992)

  • Modified XML generation, checking that business entities include valid string characters.  If invalid characters are included, they will be removed and a warning message will be logged to history.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

RTEF-40772 (ADM-10381)

  • Updated XML generation to format state code of 'AZ' and country 'MX' when origin or destination country is Mexico. This solution is provided by Wisconsin Revenue for transactions to / from Mexico.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

Sales and Use

Alabama

RTEF-40621

  • Added new Alabama State Sales Tax Return (2100) [Taxpayer Type SLS] 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-40626

  • Added new City of Alexander Rental / Lease Tax Return (1195R) [Taxpayer Type SRYAX] 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-40633

  • Added new City of Prattville, Alabama Sales Tax Return (PRATTVILLE) [Taxpayer Type SUYPV] effective January 1, 2017.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

California

RTEF-40463

  • Added revised California State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective April 1, 2017 with new jurisdictions added and some discontinued.
  • Actions:
    • This update affects the ability to access discontinued jurisdictions after the obsolete date.

RTEF-41127

  • Modified California State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective January 2017 to:
    • update the calculation of Page 1 Line 17 to multiply transactions subject to local tax by current rate of 1%.
    • remove city of Compton from the Los Angeles County calculation on Page 5 Line 28.
  • 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.

Illinois

RTEF-41255

  • Enhanced Prepaid Sales Tax Return (PST-1) [Taxpayer Type SLS] to include the correct preparer's signature imaging and information when the sequence is greater than zero (amended session).
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Michigan

RTEF-40807 (ADM-10414)

  • Modified the Report of Fuel Sales Tax Prepayment and Environmental Protection Regulatory Fee for Refiners, Terminal Operators and Imports (SLS-173-SLS1) [Taxpayer Type SLS1] to set the due date to the 25th of the same month of the filing session. If tax session is for August 1st through the 15th, the due date is August 25th.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Tobacco

Indiana

RTEF-40133

  • Added new Other Tobacco Products PACT Act Report (OTP-PACT) [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-40134

  • Added new Cigarette Transaction Schedule (CIG-TS) [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.

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-41216

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

RTEF-40332

  • Added entries to the holidays table for all US jurisdictions for 2019
  • Added entries for Nebraska for 2017 and 2018 to the holidays table.

ZMS-27892 (ADM-10677)

  • Modified Active Directory Integration to be able to support sAMAccount Name in addition to the current userPrincipalName when authenticating.  Contact support for assistance with Active Directory integration planning.

ZMS-27913

  • Added updated version of User Guide. 

Admin Updates

This section contains updates related to administration of the product.

ZMS-27939

  • Updated parent indicator to ‘Y’ on the ZMS_COMPANY_ADMIN role on Admin > Roles.

ZMS-27940

  • Updated role permission for MaintenanceRateTaxCodes to ‘Edit’ for ZMS_VIEW role on Admin > Roles.

ZMS-27966

  • Added Master Date Import /Export permissions to ZMS_EDIT role on Admin > Roles.

ZMS-27970 (ADM-10716)

  • Updated system role indicator to ‘Y’ on the ZMS_COMPANY_ADMIN_WITH_MASTER and ZMS_API_SERVICE roles on Admin > Roles.

Maintenance Updates

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

ZMS-27957 (ADM-10741 and ADM-10797)

  • Updated Maintenance > Rates grid to not error when loading rates with extremely small values.

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-27857

  • Added company selector to Maintenance > Replication.

ZMS-27858

  • Removed the ‘Add New Record’ button from Maintenance > Replication > Queue tab for a sub company.
  • Updated to only display ‘Tax Session’ as an option in the Replication Object Type dropdown in Maintenance > Replication Service > Calendar tab for a sub company.

ZMS-27870

  • Updated Maintenance > Replication Service > Calendar tab > Add New Record pop-up to correctly submit a Tax Session replication request immediately if no future time is specified.

ZMS-27878

  • Improved the time in Replication Service between receiving schedule transactions, inserting them into the database and determining what to request in the next service call.

Reporting Updates

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

ZMS-25515 (ADM-9703 and ADM-9748)

  • Added an informational message ‘An error occurred running the query: No Tax session selected; you must select a tax session before building/running a query.’ to Reporting > Schedule Query Wizard. 

ZMS-26533 (ADM-9534 and ADM-9682)

  • Updated Reporting > Schedule Query Wizard filtering to handle when there are invalid codes for product code, mode code or products tobacco. It will allow to select invalid code and display any schedule transactions that have invalid codes.

ZMS-27172 (ADM-9852 and ADM-10482)

  • Updated Reporting > Schedule Query Wizard Group By/Summarize to display unique values if no summary field is defined.

ZMS-27491 (ADM-10400)

  • Added new functionality to Schedule Query Wizard to support selecting values from common code table or enter a value that is not in the dropdown list for the following fields:   Go to Reporting > Schedule Query Wizard > select Copy Records > click on Fields to Change tab > click on Add field to Change > select one of the below listed fields in the ‘Field’ dropdown > in Value field, can select a value or can type in your own value.
    • Action Type
    • Aircraft Type
    • Allowance Code
    • Aviation Type
    • Currency Type
    • Document Type
    • Equipment Type
    • Exemption Type
    • Explanation
    • Freight Type
    • Fuel Type
    • Fuel Use Code
    • Schedule Type
    • Tax Type
    • Taxation Type
    • Taxpayer Type
    • Transfer Type
    • Vehicle Type
    • Vehicle Use Type

ZMS-27952 (ADM-10735)

  • Added ability to add a new or copy a Location Based Tax Session in Reporting > Schedule Query Wizard and Reporting > Schedule Query Wizard (Legacy).

ZMS-27953 (ADM-10734 and ADM-10738)

  • Updated Reporting > Schedule Query Wizard (Legacy) to export columns in the same order as displayed.

Tax Filing Updates

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

ZMS-27760

  • Added a dynamic phone number control to be used on schedule transactions for tobacco returns.

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.

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