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5.30.20

 

 

Avalara Returns Excise
5.30.20

Release Highlights

Revision date: 11/1/17

Product release: November 1, 2017

 

About This Release

This release adds core functionality to support Sales and Use tax and is available only to SaaS-based customers under an additional license. Please contact your Sales Representative if you would like more information to add this tax type to your license.

Rate and Rule Updates

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

In this release, there are 0 new rates added after the 2017.10.25-5.30.20 Content Release.   New rates are identified with ‘’.

Fuel

 

United States

California

RATE-10786

  • Added new state tax rates effective November 1, 2017:
    • Gasoline                                             0.417
    • Diesel                                                0.36
    • Diesel Prepaid Sales                           0.25
  • http://www.cdtfa.ca.gov/formspubs/l509.pdf

Connecticut

RATE-10785

  • Added new State Gross Earnings Tax rate of 0.08813928 effective July 1, 2013.

Georgia

RATE-10700

  • Added new sales and Use tax rates effective October 1, 2017:
  • Georgia State Sales/Use Tax - Energy                         0
  • City of Atlanta - Non-Motor Vehicle                              0.015
  • City of Atlanta – TSPLOST                                          0.004
  • City of Atlanta - Motor Vehicle                                                 0.005
  • City of Atlanta - Energy                                               0
  • Clayton County Sales Tax - Jet Fuel                             0.02
  • Clayton County -  Motor Vehicle                                  0.03
  • Clayton County - Energy                                             0.01
  • Muscogee County Sales/Use Tax                                0.03
  • Muscogee County - Motor Vehicle                               0.02
  • Muscogee County - Energy                                         0.01
  • Fulton County TSPLOST Sales/Use Tax                       0
  • Fulton County - TSPLOST                                           0.0075
  • City Sales/Use Tax TSPLOST                                      0
  • County Sales/Use Tax TSPLOST                                 0

Indiana

RATE-10806

Kansas

RATE-10755

  • Added new state tax rates effective October 1, 2017:
    • Blending Components Tax                              0.23
    • LP Gas Tax                                                    0.23
    • CNG Tax                                                        0.24
    • LNG Tax                                                         0.26

Michigan  

RATE-10800

Oregon

RATE-10784

  • Added new fuel tax rates effective January 1, 2018:
    • Gasoline Tax                                    0.34
    • Diesel Tax                                                    0.34
    • Troutdale City Fuel Tax                                  0.03

RATE-10791

  • Added new fuel tax fee tax rates effective January 1, 2018:
    • License Fee – Weight Tier 1                           170
    • License Fee – Weight Tier 2                           850      
    • License Fee – Weight Tier 3                           1133.33

Pennsylvania

RATE-10809

  • Updated the Taxing Level to ‘State’ from ‘City’ for the Motor Vehicle Rental Fee rate.

United States

RATE-10787

  • Added new Federal Self Insured Fee rate of 2.26 effective October 1, 2016.

Texas

RATE-10533

  • Added new tax rates effective January 1, 2017 for new return:
    • Automotive Oil Fee                                                     0.01
    • Automotive Oil Fee Payer’s Discount                           -0.01

Sales and Use

Alabama

RATE-10779

  • Added new City of Montgomery Sales and Use tax rates effective January 1, 2017 for new return:
  • City Sales/Use Tax – Sellers Use Automotive                           0.0125
  • City Sales/Use Tax – Sellers Use Manufacturing                       0.0175
  • City Sales/Use Tax – Sellers Use General                                 0.035
  • City Sales/Use Tax -  Withdrawn Automotive                            5
  • City Sales Tax Discount Tier 1                                                -0.05
  • City Sales Tax Discount Tier 2                                                -0.0075
  • City Sales Tax - Maximum Allowable Discount                          0

RATE-10781

  • Added new DeKalb County Sales and Use Tax rates effective January 1, 2017 for new return:
    • Auto/Farm/Mfg Sales Tax Rate                                                0.0050
    • General Sales Tax Rate                                                           0.0100
    • Automotive Withdrawal Fee Rate                                             2.50
    • Sales Tax Discount Tier 1                                                         -0.0500
    • Sales Tax Discount Tier 2                                                           -0.0200
    • Sales Tax - Maximum Allowable Discount                                0.0000

RATE-10782

  • Removed duplicate City of Daphne Sales and Use Tax – All other tax rate.

RATE-10797

Arizona

RATE-10796

  • Added new City of Kingman Sales and Use tax rates effective November 1, 2017:
  • Utilities Transaction Privilege Tax                                                         0.035
  • Communications Transaction Privilege Tax                                           0.035
  • Transporting Transaction Privilege Tax                                                 0.035
  • Publication Transaction Privilege Tax                                                   0.035
  • Job Printing Transaction Privilege Tax                                                  0.035
  • Restaurants and Bars Transaction Privilege Tax                                    0.035
  • Amusements Transaction Privilege Tax                                                 0.035
  • Contracting-Prime Transaction Privilege Tax                                         0.035
  • Contracting-Speculative Builders Transaction Privilege Tax                    0.035
  • Retail Sales Transaction Privilege Tax                                                  0.035
  • Advertising Transaction Privilege Tax                                                   0.035
  • Timbering and Other Extraction Transaction Privilege Tax                      0.035
  • Manufactured Buildings Transaction Privilege Tax                                 0.035
  • Use Tax Purchases Transaction Privilege Tax                                       0.035
  • Use Tax From Inventory Transaction Privilege Tax                                 0.035
  • Hotels Transaction Privilege Tax                                                          0.035
  • Rental, Leasing & Licensing for Use of TPP Transaction Privilege Tax   0.035
  • Transaction Privilege Tax                                                                     0.035

New York

RATE-10783

  • Added new City and County Sales and Use Motor Fuel tax rates effective September 1, 2016:
  • City of Olean                                                                          0.04
  • City of Salamanca                                                                  0.04
  • City of Auburn                                                                        0.04
  • City of Norwich                                                                       0.04
  • City of Gloversville                                                                 0.04
  • City of Johnstown                                                                   0.04
  • City of Oneida                                                                        0.04
  • City of Rome                                                                          0.0475
  • City of Utica                                                                           0.0475
  • City of Oswego                                                                      0.04
  • City of Saratoga Springs                                                         0.03
  • City of Ithaca                                                                          0.04
  • City of Glens Falls                                                                  0.03
  • City of Mount Vernon                                                              0.04
  • City of White Plains                                                                0.04
  • City of Yonkers                                                                      0.045
  • City of New Rochelle                                                               0.04
  • New York City                                                                         0.045
  • Albany County                                                                        0.04
  • Allegany County                                                                     0.045
  • Broome County                                                                      0.04
  • Cattaraugus County                                                                0.04
  • Cayuga County                                                                       0.04
  • Chautauqua County                                                                 0.04
  • Chemung County                                                                    0.04
  • Chenango County                                                                   0.04
  • Clinton County                                                                        0.04
  • Columbia County                                                                    0.04
  • Cortland County                                                                      0.04
  • Delaware County                                                                     0.04
  • Dutchess County                                                                    0.0375
  • Erie County                                                                            0.0475
  • Essex County                                                                         0.04
  • Franklin County                                                                       0.04
  • Fulton County                                                                         0.04
  • Genesee County                                                                     0.04
  • Greene County                                                                        0.04
  • Hamilton County                                                                     0.04
  • Herkimer County                                                                     0.0425
  • Jefferson County                                                                    0.04
  • Lewis County                                                                          0.04
  • Livingston County                                                                   0.04
  • Madison County                                                                     0.04
  • Monroe County                                                                       0.04
  • Montgomery County                                                               0.04
  • Nassau County                                                                       0.0425
  • Niagara County                                                                       0.04
  • Oneida County                                                                        0.0475
  • Onondaga County                                                                   0.04
  • Ontario County                                                                       0.035
  • Orange County                                                                       0.0375
  • Orleans County                                                                       0.04
  • Oswego County                                                                      0.04
  • Otsego County                                                                       0.04
  • Putnam County                                                                       0.04
  • Rensselaer County                                                                  0.04
  • Rockland County                                                                    0.04
  • Saratoga County                                                                     0.03
  • St. Lawrence County                                                               0.04
  • Schenectady County                                                               0.04
  • Schoharie County                                                                   0.04
  • Schuyler County                                                                     0.04
  • Steuben County                                                                      0.04
  • Suffolk County                                                                       0.0425
  • Sullivan County                                                                       0.04
  • Tioga County                                                                          0.04
  • Tompkins County                                                                    0.04
  • Ulster County                                                                          0.04
  • Warren County                                                                        0.03
  • Washington County                                                                 0.03
  • Wayne County                                                                        0.04
  • Westchester County                                                                0.03
  • Wyoming County                                                                    0.04
  • Yates County                                                                          0.04

Tobacco

United States

California

RATE-10807

  • Corrected Currency to ‘USD’ on the following rates:
  • Updated Unit of Measure on the following rates:
    • State Smokeless Tobacco      ‘ONZ’
    • State Vapor Tax                      ‘EA’

RATE-10808

  • Added new tax rates effective July 1, 2017:
  • CA State Cigar Tax                                                                 0.6508
  • CA State Other Tobacco Products                                           0.6508
  • CA Premium Cigars Tax                                                          0.6508
  • CA State Vapor Tax                                                                0.6508
  • CA State Cigar Tax                                                                 0.6508
  • CA State Smokeless Tobacco Tax                                           0.6508

Pennsylvania

RATE-10801

  • Added new placeholder rates for Tobacco City rates effective October 1, 2014.

Scenario Updates

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

Fuel

Canada

Ontario

RTEF-41514

  • Added product category Liquefied Petroleum Gas (21) in scenario/schedule products on the Generic Collector Summary for Gasoline and Related Products (COLG-ON) [Taxpayer Type COLG] effective June 1, 2014 for the following schedules:
    • SUP01
    • SUP02
    • SUP03
    • SUP04
    • INT01
    • INT02
    • INT03
    • INT04
    • INT06
    • INT07
    • INT08
    • INT09
    • INT10
    • INT11
  • Modified scenarios/schedule products to remove invalid product category Diesel Fuel Undyed (2) from the Generic Collector Summary for Gasoline and Related Products (COLG-ON) [Taxpayer Type COLG] effective June 1, 2014 for the following schedules:
    • SUP01
    • SUP02
    • SUP03
    • SUP04
    • INT01
    • INT02
    • INT03
    • INT04
    • INT06
    • INT07
    • INT08
    • INT09
    • INT10
    • INT11

United States

California

RTEF-40270

  • Added scenario schedules/scenario ids to support the new Oil Recycling Fee Return (30A) [Taxpayer Type ENVOR] effective January 1, 2017 for the following schedules:
    • INT01             27220
    • INT02             27221
    • INT03             27222
    • INT04             27223
    • INT05             27224
    • INT06             27225
    • INT07             27226
    • INT08             27227
  • Added the following product categories in scenario/schedule products on the new Oil Recycling Fee Return (30A) [Taxpayer Type ENVOR] effective January 1, 2017 for schedule INT01:
    • Industrial Oil (11)
    • Lubricating Oil (12)
    • Rerefined Oil (13)
  • Added the following product categories in scenario/schedule products on the new Oil Recycling Fee Return (30A) [Taxpayer Type ENVOR] effective January 1, 2017 for schedules INT04, INT05, INT06, INT07 and INT08:
    • Lubricating Oil (12)
    • Rerefined Oil (13)
  • Added product category Industrial Oil (11) in scenario/schedule products on the new Oil Recycling Fee Return (30A) [Taxpayer Type ENVOR] effective January 1, 2017 for schedules INT02 and INT03.

Kansas

RTEF-41319

  • Added scenario schedules/scenario id to support the revised Liquefied Petroleum Motor Fuel Tax Return (MF-202) [Taxpayer Type DSTLP] effective October 1, 2017 for the following schedule:
    • INT07             3303
  • Added the following product categories in scenario/schedule products on the revised Liquefied Petroleum Motor Fuel Tax Return (MF-202) [Taxpayer Type DSTLP] effective October 1, 2017 for schedules INT01, INT02, INT03, INT04, INT05, INT06, and INT07:
    • Liquefied Petroleum Gas (9)
    • Compressed Natural Gas (10)
    • Liquefied Natural Gas (11)
  • Obsoleted product category LP (5) in scenario/schedule products on the revised Liquefied Petroleum Motor Fuel Tax Return (MF-202) [Taxpayer Type DSTLP] effective September 30, 2017 for schedules INT01, INT02, INT03, INT04, INT05, and INT06.

RTEF-41397

  • Added the following product categories in scenario/schedule products on the revised Petroleum Products Inspection Report (MF-7) [Taxpayer Type ENV] effective October 1, 2017 for schedules INT01, INT02, INT03, and INT04:
    • Blending Components (5)
    • Liquefied Petroleum Gas (9)
    • Compressed Natural Gas (10)
    • Liquefied Natural Gas (11)
    • Other (12)

RTEF-41403

  • Added the following product categories in scenario/schedule products on the revised Liquid Fuel Carrier Petroleum Products Report (MF-206) [Taxpayer Type CAR] effective October 1, 2017 for schedules 14A, 14B, and 14C:
    • Biodiesel - Dyed (7)
    • Biodiesel - Undyed (8)
    • Liquefied Petroleum Gas (9)
    • Compressed Natural Gas (10)
    • Liquefied Natural Gas (11)
    • Other (12)
  • Changed product category LP (5) to Blending Components (5) in scenario/schedule products on the revised Liquid Fuel Carrier Petroleum Products Report (MF-206) [Taxpayer Type CAR] effective October 1, 2017 for schedules 14A, 14B, and 14C.

Michigan

RTEF-41845

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

Washington

RTEF-40155

  • Obsoleted product category Crude Oil (10) in scenario/schedule products on the Oil Spill Tax Return (OILRTRN) [Taxpayer Type ENV] effective June 30, 2016 for schedules INT01, INT02, INT03, INT04, INT05, INT06, and INT07.
  • Modified scenarios/schedule products to remove invalid product category LPG (5) on the Oil Spill Tax Return (OILRTRN) [Taxpayer Type ENV] effective October 1, 2010 for schedules INT01, INT02, INT03, INT04, INT05, INT06, and INT07.

Texas

RTEF-40271

  • Added scenario schedules/scenario ids to support the new Texas Automotive Oil Fee Report (66-103) [Taxpayer Type AOF] effective January 1, 2017 for the following schedule:
    • INT01             11680
  • Added product category Automotive Oil (6) in scenario/schedule products on the new Texas Automotive Oil Fee Report (66-103) [Taxpayer Type AOF] effective January 1, 2017 for schedule INT01.

United States

RTEF-41000

  • Added product category Ethanol Blends > = 85% (37) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018 for schedules INT62A INT62B, INT62D, INT62R, INT362, INT362A, INT362B, INT362C, and INT411.
  • Added the following product categories in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018 for schedules INT04, INT118, INT119, INT122, INT123, INT420, INT423, INT424, INT427, INT430, INT431, INT435, INT436, and INT437:
    • Transmix (31)
    • Ethanol 100% (32)
    • Methanol 100% (33)
    • Biodiesel - Undyed 100% (34)
    • Biodiesel - Dyed 100% (35)
    • Crude (36)
    • Ethanol Blends > = 85% (37)
    • Methanol Blends > = 85% (38)
  • Obsoleted product category Other Products (16) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective December 31, 2017 for schedules INT60A, INT60B, INT60D, INT60R, INT350A, INT350B, INT353, INT360A, INT360B, INT360C, and INT413.
  • Added product category Transmix (31) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018 for schedules INT60A, INT60B, INT60D, INT60R, INT350A, INT350B, INT353, INT360A, INT360B, INT360C, and INT413.
  • Obsoleted product category Undefined Product (15) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective December 31, 2017 for schedules INT01, INT02, and INT03.
  • Added product category Crude (36) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018 for schedules INT01, INT02, and INT03.
  • Obsoleted product category Diesel Fuel - Dyed (5) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective December 31, 2017 for schedule INT60B.
  • Added the following product categories in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018 for schedule INT60C:
    • Diesel Fuel - Undyed (4)
    • Transmix (31)
  • Modified scenario/schedule products to remove the following invalid product categories on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2010 for schedules INT36, INT37, INT38, and INT396:
    • Undefined Product (15)
    • Other Products (16)
  • Added product category Undefined Product (15) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018 for schedules INT415.
  • Obsoleted product category Other Products (16) in scenario/schedule products on the revised Federal Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective September 30, 2014 for schedules INT393 and INT394.

RTEF-41332

  • Added the following product categories in scenario/schedule products on the Carrier Summary Report (720-CS) [Taxpayer Type CAR] effective May 1, 2011 for schedules 14D and 14E:
    • Transmix (31)
    • Ethanol 100% (32)
    • Methanol 100% (33)
    • Biodiesel - Undyed 100% (34)
    • Biodiesel - Dyed 100% (35)
    • Crude (36)
    • Ethanol Blends > = 85% (37)
    • Methanol Blends > = 85% (38)

RTEF-41334

  • Added the following product categories in scenario/schedule products on the Terminal Operator Report (720-TO) [Taxpayer Type TOR] effective May 1, 2011 for schedules 15A, 15B, and INT01:
    • Transmix (31)
    • Ethanol 100% (32)
    • Methanol 100% (33)
    • Biodiesel - Undyed 100% (34)
    • Biodiesel - Dyed 100% (35)
    • Crude (36)
    • Ethanol Blends > = 85% (37)
    • Methanol Blends > = 85% (38)​​​​​​​

RTEF-41335

  • Added the following product categories in scenario/schedule products on the Harbor Maintenance Fee Quarterly Summary Report (CBP FORM 349) [Taxpayer Type HMF] effective January 1, 2016 for schedules INT01, INT02, INT03, INT04, INT05, and INT06:
    • Transmix (31)
    • Ethanol 100% (32)
    • Methanol 100% (33)
    • Biodiesel - Undyed 100% (34)
    • Biodiesel - Dyed 100% (35)
    • Crude (36)
    • Ethanol Blends > = 85% (37)
    • Methanol Blends > = 85% (38)​​​​​​​

RTEF-41336

  • Added product category Biodiesel - Dyed 100% (35) in scenario/schedule products on the Report of Prime Wholesaler/Supplier of Oilheat (NORA-782C) [Taxpayer Type NORA] effective January 1, 2016 for schedule INT01.​​​​​​​

RTEF-41348

  • Added the following product categories in scenario/schedule products on the ZZ Tax Return (ZZRET) [Taxpayer Type ZZ] effective January 1, 2018 for schedule ZZ:
    • Gasoline (1)
    • Ethanol Blends < 85% (2)
    • Methanol Blends < 85% (3)
    • Diesel Fuel – Undyed (4)
    • Diesel Fuel – Dyed (5)
    • Biodiesel Blends – Undyed (6)
    • Biodiesel Blends- Dyed (7)
    • Kerosene – Undyed (8)
    • Kerosene – Dyed (9)
    • Jet Fuel (10)
    • Aviation Gas (11)
    • CNG (12)
    • LPG (13)
    • LNG (14)
    • Undefined Product (15)
    • Other Products (16)
    • ODC (17)
    • Transmix (31)
    • Ethanol 100% (32)
    • Methanol 100% (33)
    • Biodiesel - Undyed 100% (34)
    • Biodiesel - Dyed 100% (35)
    • Crude (36)
    • Ethanol Blends > = 85% (37)
    • Methanol Blends > = 85% (38)​​​​​​​

RTEF-41349

  • Added the following product categories in scenario/schedule products on the Monthly Fuel Distributor Tax Return (Form 900) [Taxpayer Type DSTNN] effective January 1, 2016 for schedules 901G and 902G:
    • Transmix (31)
    • Ethanol Blends > = 85% (37)
  • Added the following product categories in scenario/schedule products on the Monthly Fuel Distributor Tax Return (Form 900) [Taxpayer Type DSTNN] effective January 1, 2016 for schedules 901DR and 902DR:
    • Biodiesel - Undyed 100% (34)
    • Biodiesel - Dyed 100% (35)​​​​​​​

RTEF-41380

  • Added the following product categories in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedules INT362N and INT411:
    • Ethanol Blends < 85% (2)
    • Methanol Blends < 85% (3)
    • Undefined Product (15)
    • Other Products (16)
    • Ethanol Blends > = 85% (37)
  • Added the following product categories in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedule INT362S:
    • Methanol Blends < 85% (3)
    • Undefined Product (15)
    • Other Products (16)
    • Ethanol Blends > = 85% (37)
  • Added the following product categories in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedules INT350N, INT350U, INT353, INT360C, INT360N and INT413:
    • Biodiesel Blends - Undyed (6)
    • Transmix (31)
  • Added the following product categories in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedules INT420, INT422, INT423, INT427, INT430, INT431, INT435, INT436 and INT437:
    • Transmix (31)
    • Ethanol Blends > = 85% (37)
  • Added product category Transmix (31) in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedules INT306, INT309N, INT309S, INT360S, and INT360U.
  • Added product category Ethanol Blends > = 85% (37) in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedule INT362U.
  • Added product category Undefined Product (15) in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 1, 2018 for schedule INT415.
  • Obsoleted product category Other Products (16) in scenario/schedule products on the revised Claim for Refund of Excise Taxes (Form 8849) [Taxpayer Type RFEX] effective January 31, 2014 for schedules INT393 and INT394.

Sales and Use

United States

Alabama

RTEF-40627

  • Added scenario schedules/scenario ids to support the new City of Auburn, Sales/Use/Rental & Leasing/Lodging Tax Report (AUBURN) [Taxpayer Type SUYAU] effective January 1, 2017 for the following schedules:
    • INT01I 97038
    • INT01T            97039
    • INT01E           97040
    • INT02I 97041
    • INT02T            97042
    • INT02E           97043

RTEF-40629

  • Added scenario schedules/scenario ids to support the new City of Birmingham, Sales Tax Return (BIRMINGHAMS) [Taxpayer Type STYBH] effective January 1, 2017 for the following schedules:
    • INT01I 97032
    • INT01T            97033
    • INT01E           97034
    • INT02I 97035
    • INT02T            97036
    • INT02E           97037

RTEF-40630

  • Added scenario schedules/scenario ids to support the new City of Daphne, Alabama Sales and Use Tax Report (DAPHNE) [Taxpayer Type SUYDP] effective January 1, 2017 for the following schedules:
    • INT01I 97026
    • INT01T            97027
    • INT01E           97028
    • INT02I 97029
    • INT02T            97030
    • INT02E           97031

RTEF-40631

  • Added scenario schedules/scenario ids to support the new City of Irondale Alabama Tax Report (IRONDALE) [Taxpayer Type STYID] effective January 1, 2017 for the following schedules:
    • INT01I 97020
    • INT01T            97021
    • INT01E           97022
    • INT02I 97023
    • INT02T            97024
    • INT02E           97025

Form Updates

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

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

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

In this release, there are 8 revised forms and 7 new forms.                  

Fuel

United States

Arizona

RTEF-41183, RTEF-41825, and RTEF-41918 (ADM-10872 and ADM-10892)

  • Corrected line 7, 7a, 8, 9 and 10 on page 3 (FTR Details tab) to be formatted as numeric instead of text for Monthly Supplier Tax Report (TAX 120) [Taxpayer Type SPL] and Monthly Restricted Distributor Tax Report (TAX 140) [Taxpayer Type DST].
  • NOTE:   Test files have been submitted to the state and are pending approval.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

California

RTEF-40270

  • Added new Oil Recycling Fee Return (30A) [Taxpayer Type ENVOR] 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.

Kansas

RTEF-41415

  • Added new product categories and realigned product codes for Liquefied Petroleum Gas, Compressed Natural Gas, and Liquefied Natural Gas. 
  • Actions:
    • This update affects return calculations on several Kansas returns and validation of schedule fields related to those returns.  Returns affected are listed in the Kansas highlights that follow.

RTEF-41319

  • Added revised Liquefied Petroleum Motor Fuel Tax Return (MF-202) [Taxpayer Type DSTLP] with cosmetic changes effective October 1, 2017. 
    • Return and schedule transaction rules were also modified to include a separate product category for Liquefied Petroleum Gas, Compressed Natural Gas, and Liquefied Natural Gas due to product code alignment.
    • Added schedule INT07 for beginning inventory.
    • Enabled inventory copy from prior month’s INT06 ending inventory to INT07 beginning inventory.
    • Modified to dynamically populate tax rates on the return.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.
    • This update affects the 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-41397

  • Added revised Petroleum Products Inspection Report (MF-7) [Taxpayer Type ENV] with cosmetic changes effective October 1, 2017. 
    • Return and schedule transaction rules were also modified to include a separate product category for Liquefied Petroleum Gas, Compressed Natural Gas, and Liquefied Natural Gas due to product code alignment.
    • Modified to dynamically populate tax rates on the return.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41403

  • Added revised Liquid Fuel Carrier Petroleum Products (MF-206) [Taxpayer Type CAR] with cosmetic changes effective October 1, 2017. 
    • Return and schedule transaction rules were also modified to include a separate product category for Liquefied Petroleum Gas, Compressed Natural Gas, and Liquefied Natural Gas due to product code alignment.
    • Modified to dynamically populate tax rates on the return.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.
    • This update affects the visual display of the return – please verify the new look of the return.

Louisiana

RTEF-41449 (ADM-10742)

  • Modified schedule validation for the Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type UST2]. Changes includes verifying the destination’s location (destination_id) matches the tax session’s location (location id).
  • Actions:
    • This update affects the validation of fields on affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41465 (ADM-10756)

  • Updated the Motor Fuel Delivery Fee Report (TPOR0173) [Taxpayer Type UST2] internal schedules INT01 and INT02 to denote Origin as a required field.  Origin will display with an asterisk in schedule transactions maintenance.
  • 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-41501

  • Modified the Terminal Operator Monthly Return (R-5393) [Taxpayer Type TOR] to display position holders with transactions by product type on Schedule H.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Massachusetts

RTEF-40972

  • Updated schedule transaction rule to allow Document Number to be an optional field on Aircraft (Jet) Fuel User Tax Return (JFT-4U) [Taxpayer Type USRJF].
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

Michigan

RTEF-41845 (ADM-10874)

  • Corrected the filing frequency from Monthly to Quarterly for the Fuel Importer Return (3992) [Taxpayer Type IMP] effective July 1, 2017.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

South Carolina

RTEF-40525

  • Added revised Annual Terminal Operator Return (L-2101) [Taxpayer Type ANT] effective January 1, 2017 with the following change:
    • Revised return was split into two sections for the first 6 months and the second 6 months of the year, due to mid-year rate increase.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Texas

RTEF-40150 (ADM-10030)

  • Modified the header section of the Transporter Report (06-128) [Taxpayer Type TRN] to:
    • Populate the company license number in box c. Taxpayer number.
    • Display the start and end period of the session in box e. Filing period.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40271

  • Added new Texas Automotive Oil Fee Report (66-103) [Taxpayer Type AOF] 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.

United States

RTEF-40843

  • Corrected Carrier Report (720-CS) [Taxpayer Type CAR] Schedule A formatting.  A fifth line was partially formatted when the Schedule A transaction count was four.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41000

  • Added revised Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective January 1, 2018.  Return and schedule transaction rules were also modified to include additional product categories due to product code alignment for the US jurisdiction. New product categories include the following:
    • 31 Transmix
    • 32 Ethanol 100%
    • 33 Methanol 100%
    • 34 Biodiesel - Undyed 100%
    • 35 Biodiesel - Dyed 100%
    • 36 Crude
    • 37 Ethanol Blends > = 85%
    • 38 Methanol Blends > = 85%
    • Existing product category 2 has been renamed to Ethanol Blends < 85%
    • Existing product category 3 has been renamed to Methanol Blends < 85%
    • Existing product category 6 has been renamed to Biodiesel Blends - Undyed
    • Existing product category 7 has been renamed to Biodiesel Blends - Dyed
    • Several products were obsoleted 12/31/2017 under the existing product category and moved to applicable new product categories effective 01/01/2018
  • 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.

RTEF-41332

  • Modified Carrier Report (720-CS) [Taxpayer Type CAR] to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.

RTEF-41334

  • Modified Terminal Operator Report (720-TO) [Taxpayer Type TOR] to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.

RTEF-41335

  • Modified Harbor Maintenance Fee Return (CBP_FORM_349) [Taxpayer Type HMF] to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.

RTEF-41336

  • Modified Report of Prime Wholesaler/Supplier of Oilheat (NORA-782C) [Taxpayer Type NORA] to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.

RTEF-41348

  • Modified ZZ Custom Return (ZZ) [Taxpayer Type ZZ] to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.

RTEF-41349

  • Modified Distributor Navajo Nation Return (FORM900) [Taxpayer Type DSTNN] to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.

RTEF-41380

  • Added revised Refund of Federal Excise Tax (Form 8849) [Taxpayer Type RFEX] to include Schedule 1 page revision with cosmetic changes effective January 1, 2018.  Return and schedule transaction rules were also modified to include additional product categories due to product code alignment for the US jurisdiction.
  • 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.
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41694

  • Corrected calculation on Page 7 Line 15 to include Line 14d and 14e on the Excise Tax Return (Form 720) [Taxpayer Type EXCIS].
  •  Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-41728

  • For the Excise Tax Return (Form 720) [Taxpayer Type EXCIS], corrected error message typo on schedule transaction rules for rule ids 40136 and 40141.

Washington

RTEF-40155 (ADM-10035)

  • Added revised Washington Oil Spill Tax Return (OILRTRN) [Taxpayer Type ENV] effective October 1, 2017 with the following changes:
    • Added dynamic population of due dates and penalty dates.
    • Modified the rate calculations to match the state requirements.
  • 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.

West Virginia

RTEF-41613 (ADM-10829)

  • Added revised West Virginia Motor Fuel Importer Report (MFT-508) [Taxpayer Type IMP] effective October 1, 2017 with the following changes:
    • Aviation Fuel is now reported separately under Aviation Gas and Aviation Jet in Schedules 2, 11, and 11A.
    • Removed Flat Rate Tax calculation for Aviation Fuel per the state.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41665

  • Updated the eFile generation for the West Virginia Motor Fuel Importer Report (MFT-508) [Taxpayer Type IMP] due to changes in the Importer return.
  • 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-40627

  • Added new City of Auburn Alabama Tax Report (AUBURN) [Taxpayer Type SUYAU] 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-40629

  • Added new City of Birmingham, Alabama Sales Tax Return (BIRMINGHAMS) [Taxpayer Type STYBH] 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-40630

  • Added new City of Daphne, Alabama Sales and Use Tax Report (DAPHNE) [Taxpayer Type SUYDP] 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-40631

  • Added new City of Irondale, Alabama Sales and Use Tax Report (IRONDALE) [Taxpayer Type STYID] 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.

Arizona

RTEF-41287 (ADM-10672)

  • Updated the Transaction Privilege, Use, and Severance Tax Return (TPT-2) [Taxpayer Type SLSU] to allow for monthly, quarterly and annual filing frequency options.
  • 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.

Arkansas

RTEF- 41712 (ADM-10670)

  • Updated the Location Required Ind field to ‘No’ on Taxpayer Types for Arkansas – Excise Tax Return (ET1) [Taxpayer Type EXCIS].
  • Actions:
    • This update allows return to not be location based. 

Colorado

RTEF- 41572 (ADM-10794)

  • Updated the Duplicate Form Ind field to ‘No’ on Taxpayer Preferences for Colorado - City of Colorado Springs Sales Tax Return (COLORADOSPRINGS) [Taxpayer Type SCOCS].
  • Actions:
    • This update allows taxpayer preferences to be updated without error.

RTEF- 41711 (ADM-10795)

  • Updated the Duplicate Form Ind field to ‘No’ on Taxpayer Preferences for Colorado - City of Grand Junction Sales Tax Return (GRANDJUNCTION) [Taxpayer Type SCOGJ].
  • Actions:
    • This update allows taxpayer preferences to be updated without error.

Tennessee

RTEF- 41431

  • Modified XML generation, formatting numeric and amount fields to match XSD. Also, added validation against the XSD.
  • NOTE:   Test files have been submitted to the state and are pending approval.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change. 

General Product Updates

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

 

ZMS-28129 (ADM-10815)

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

RTEF-41447

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

Maintenance Updates

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

 ZMS-27946 (ADM-10477)

  • Updated Maintenance > Business Entities > Delete Unlocked Business Entities task to use the records filtered in the Business Entities grid instead of deleting all unlocked business entities.

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-27988

  • Updated the default value of the Replication Service Polling Rate to 20 seconds and updated the default value of the Replication Service Batch Size to 5000 for the Tax Session Replication Task.

ZMS-27989

  • Updated Maintenance > Replication Service > Queue grid to display ‘Country-Jurisdiction- Taxpayer Type-Terminal Code; Start Period; Sequence for Tax Session replication queue records in the Key column on the grid.  Other types of replication objects will continue to display the same values as they did before the change.  The Key column will not be filterable.

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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