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5.31.0

Avalara Returns Excise
5.31.0

Release Highlights

Revision date: 12/4/17

Product release: December 4, 2017


Release 5.31.10

Release Update 5.31.11 

Release 5.31.20

Release Update 5.31.21 - unreleased

Release Update 5.31.22 

Release Update 5.31.23

Release Update 5.31.24


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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 are new rates added after the 2017.11.22-5.31.0 Content Release.   New rates are identified with ‘*’.

Fuel

Europe

RATE-10763

  • Corrected spelling of ‘Slovenia’ from ‘Slovania’ in rate description for 22 rates.

United States

Indiana                                      

RATE-10819

  • Added Gasoline Use Tax rate of 0.143 effective December 1, 2017.

http://www.in.gov/dor/reference/files/dn02.pdf

Michigan  

RATE-10816

  • Added new Prepaid Sales Tax rates effective December 1, 2017:
    • State Prepaid Sales Tax – Gasoline                 .127
    • State Prepaid Sales Tax – Diesel                     .144
    • State Prepaid Sales Tax – Biodiesel                .144

http://www.michigan.gov/taxes/0,4676,7-238-43519_43529---,00.html

http://www.michigan.gov/documents/treasury/RAB_2017-23_Prepaid_Sales_Tax_on_Fuel_December_2017_605410_7.pdf

Sales and Use

United States

Alabama

RATE-10812

  • Added new City Sales and Use tax rates effective November 1, 2017:
    • Mentone Sales/Use Tax                                              0.04
    • Mentone Police Jurisdiction Sales/Use Tax                   0.02
    • Added new City Sales and Use tax rates effective December 1, 2017:
    • Geraldine City Sales/Use Tax                                      0.04
    • Geraldine AL Police Jurisdiction Sales/Use Tax 0.02
    • Glencoe City Sales/Use Tax                                        0.05
  • Glencoe Police Jurisdiction Sales/Use Tax                   0.025

https://revenue.alabama.gov/sales-use/local-tax-notices/

https://revenue.alabama.gov/wp-content/uploads/2017/07/Mentone_20171018.pdf

https://revenue.alabama.gov/wp-content/uploads/2017/07/Geraldine_20171101.pdf

https://revenue.alabama.gov/wp-content/uploads/2017/07/Glencoe_20171102.pdf

Arizona

RATE-10811

  • Added new City of Pinetop-Lakeside Sales and Use tax rate of 0.03 effective December 1, 2017:
    • City Utilities Transaction Privilege Tax
    • City Communications Transaction Privilege Tax
    • City Transporting Transaction Privilege Tax
    • City Publication Transaction Privilege Tax
    • City Job Printing Transaction Privilege Tax
    • City Restaurants and Bars Transaction Privilege Tax
    • City Amusements Transaction Privilege Tax
    • City Contracting-Prime Transaction Privilege Tax
    • City Contracting-Speculative Builders Transaction Privilege Tax
    • City Retail Sales Transaction Privilege Tax
    • City Advertising Transaction Privilege Tax
    • City Timbering and Other Extraction Transaction Privilege Tax
    • City Manufactured Buildings Transaction Privilege Tax
    • City Hotels Transaction Privilege Tax
    • City Residential Rental, Leasing & Licensing for Use Transaction Privilege Tax
    • City Commercial Rental, Leasing & Licensing for Use Transaction Privilege Tax
    • City Rental, Leasing & Licensing for Use of TPP Transaction Privilege Tax
    • City Transaction Privilege Tax

https://www.azdor.gov/Portals/0/TPT/TPT_Updates_1710.pdf

Tobacco

United States

California

RATE-10810

  • Updated Unit of Measure to ‘ML’ on State Vapor Tax.

District of Columbia

RATE-10810

  • Updated Unit of Measure to ‘ML’ on State Vapor Tax.

Scenario Updates

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

Fuel

United States

Alaska

RTEF-40664

  • Added scenario schedules/scenario ids to support the revised Motor Fuel Tax Return Diesel (Form 04-530) [Taxpayer Type DLRD] effective July 1, 2017 for the following schedule:
    • 3S       26107, 26108
    • Added the product category Diesel (4) in scenario/schedule products on the revised Motor Fuel Tax Return Diesel (Form 04-530) [Taxpayer Type DLRD] effective July 1, 2017 for schedule 3S.

RTEF-40665

  • Added scenario schedules/scenario ids to support the revised Motor Fuel Tax Return Gasohol (Form 04-533) [Taxpayer Type DLRGH] effective July 1, 2017 for the following schedule:
    • 3S         26306, 26307
    • Added the product category Gasohol (2) in scenario/schedule products on the revised Motor Fuel Tax Return Gasohol (Form 04-533) [Taxpayer Type DLRGH] effective July 1, 2017 for schedule 3S.

Georgia

RTEF-40683

  • Added scenario schedules/scenario ids to support the Sales and Use Tax Return (ST-3) [Taxpayer Type SLS] effective February 1, 2010 for the following schedules:
    • INT01             3340
    • INT02             3341
    • INT03             3342
    • INT04             3343

North Carolina

RTEF-41780

  • Obsoleted scenario schedules/scenario ids for the revised Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL] effective November 30, 2017 for the following schedules:
    • 5A         60162, 60163
    • 9E        40712, 40726
  • Added scenario schedules/scenario ids to support the revised Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL] effective December 1, 2017 for the following schedules:
    • 5A       40727, 40728
    • E        40729, 40730
  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL] effective November 30, 2017 for schedules 1, 5A, 5C, 6X, 7, 8, 9A, 9C, 9E, 9F, and 9G:
    • Ethanol (12)
    • Methanol (13)
  • Added the product category Blending Components (6) in scenario/schedule products on the revised Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL] effective December 1, 2017 for schedules 1, 5A, 5C, 6X, 7, 8, 9A, 9C, 9E, 9F, and 9G.
  • Modified scenarios/schedule products to include the following missing product categories on the Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL] effective January 1, 2007 for schedule 5C:
    • High Sulfur Diesel Fuel - Dyed (5)
    • Low Sulfur Diesel Fuel – Dyed (10)
    • Kerosene – Dyed (11)
    • Biodiesel – Dyed (16)

RTEF-40781

  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Terminal Operator Return (GAS-1204) [Taxpayer Type TOR] effective November 30, 2017 for schedules 15A, 15B, and INT01:
    • Ethanol (12)
    • Methanol (13)

RTEF-40783

  • Obsoleted scenario schedules/scenario ids for the revised Motor Fuel Bonded Importer Return (GAS-1219-IMPB) [Taxpayer Type IMPB] effective November 30, 2017 for the following schedules:
    • 3         40201, 60150
    • 5A       60164, 60165
    • 9E      40207. 60155
  • Added scenario schedules/scenario ids to support the revised Motor Fuel Bonded Importer Return (GAS-1219-IMPB) [Taxpayer Type IMPB] effective December 1, 2017 for the following schedules:
    • 3            40211, 40212
    • 5A          40213, 40214
    • 9E         40215, 40216
  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Bonded Importer Return (GAS-1219-IMPB) [Taxpayer Type IMPB] effective November 30, 2017 for schedules 1, 3, 5A, 7, 8, 9A, 9C, 9E, 9F, 9G, 11, INT01, and INT02:
    • Ethanol (12)
    • Methanol (13)

RTEF-40786

  • Obsoleted scenario schedules/scenario ids for the revised Alternative Fuels Provider Return (GAS-1252) [Taxpayer Type PVDAF] effective November 30, 2017 for the following schedules:
    • 5A         40500, 40501, 60198, 60199
    • 8           40502, 60200
    • 9A         40503, 60201
    • 9C        60202, 60203
    • 9E         40504, 60204
    • 9F         60205, 60206
    • 9G         60207, 60208
  • Added scenario schedules/scenario ids to support the revised Alternative Fuels Provider Return (GAS-1252) [Taxpayer Type PVDAF] effective December 1, 2017 for the following schedules:
    • 5A          40505, 40506, 40507, 40508
    • 8            40509, 40510
    • 9A          40511, 40512
    • 9C          40513, 40514
    • 9E          40515, 40516
    • 9F          40517, 40518
    • 9G          40519, 40520
  • Added the product category Liquefied Natural Gas (18) in scenario/schedule products on the revised Alternative Fuels Provider Return (GAS-1252) [Taxpayer Type PVDAF] effective December 1, 2017 for schedules 5A, 8, 9A, 9C, 9E, 9F, and 9G.

RTEF-40788

  • Obsoleted scenario schedules/scenario ids for the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB] effective November 30, 2017 for the following schedules:
    • 2                  40601, 60296
    • 3                  40602
    • 4                  40603
    • 5A                60276, 60277
    • 6D               40608, 60282
    • 6F               40609, 60283
    • 9E               40613, 60290
    • 11               40614, 40615
  • Added scenario schedules/scenario ids to support the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB] effective December 1, 2017 for the following schedules:
    • 2                   40105, 40106
    • 5A                 40107, 40108
    • 6F                 40109, 40110
    • 9E                 40111, 40112
  • Obsoleted the following product categories in scenario/schedule products for the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB] effective November 30, 2017 for schedules 1, 2, 5A, 5C, 7, 8, 9A, 9C, 9E, 9F, 9G, INT01, INT02, INT03, and INT04:
    • Ethanol (12)
    • Methanol (13)
  • Obsoleted the following product categories in scenario/schedule products for the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB] effective November 30, 2017 for schedules 3, 4, and 11:
    • Alcohol (9)
    • Ethanol (12)
    • Methanol (13)
    • Biodiesel – Dyed (16)
    • Biodiesel – Undyed (17)
  • Obsoleted the following product categories in scenario/schedule products for the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB] effective November 30, 2017 for schedule 6D:
    • Alcohol (9)
    • Ethanol (12)
    • Methanol (13)
    • Biodiesel – Undyed (17)
  • Modified scenarios/schedule products to include the following missing product categories on the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB] effective January 1, 2009 for schedules 2, 5A, 5C, 7, 8, 9A, 9C, 9E, 9F, and 9G:
    • Diesel Fuel – Undyed (2)
    • High Sulfur Diesel Fuel - Dyed (5)
    • Gasoline (7)
    • Low Sulfur Diesel Fuel - Dyed (10)
  • Modified scenarios/schedule products to include missing product category Alcohol (9) on the revised Fuel Alcohol and Biodiesel Provider Return (GAS-1264) [Taxpayer Type PVDFB]  effective January 1, 2009 for schedule 1.

RTEF-40789

  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Transporter Return (GAS-1301) [Taxpayer Type TRN] effective November 30, 2017 for schedules 14A, 14B, and 14C:
    • Ethanol (12)
    • Methanol (13)

RTEF-41810

  • Obsoleted scenario schedules/scenario ids for the revised Motor Fuel Tankwagon Importer Return (GAS-1219-IMPT) [Taxpayer Type IMPT] effective November 30, 2017 for the following schedules:
    • 3                  40401, 60197
    • 5A                60185, 60186
    • 9E                40407, 60191
  • Added scenario schedules/scenario ids to support the revised Motor Fuel Tankwagon Importer Return (GAS-1219-IMPT) [Taxpayer Type IMPT] effective December 1, 2017 for the following schedules:
    • 3                    40411, 40412
    • 5A                  40413, 40414
    • 9E                  40415, 40416
  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Tankwagon Importer Return (GAS-1219-IMPT) [Taxpayer Type IMPT] effective November 30, 2017 for schedules 1, 3, 5A, 7, 8, 9A, 9C, 9E, 9F, 9G, 11, INT01, and INT02:
    • Ethanol (12)
    • Methanol (13)

RTEF-41811

  • Obsoleted scenario schedules/scenario ids for the revised Motor Fuel Occasional Importer Return (GAS-1219-IMPO) [Taxpayer Type IMPO] effective November 30, 2017 for the following schedules:
    • 3                   40301, 60167
    • 5A                 60168, 60169
    • 9E                 40307, 60174
  • Added scenario schedules/scenario ids to support the revised Motor Fuel Occasional Importer Return (GAS-1219-IMPO) [Taxpayer Type IMPO] effective December 1, 2017 for the following schedules:
    • 3                    40311, 40312
    • 5A                  40313, 40314
    • 9E                  40315, 40316
  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Occasional Importer Return (GAS-1219-IMPO) [Taxpayer Type IMPO] effective November 30, 2017 for schedules 1, 3, 5A, 7, 8, 9A, 9C, 9E, 9F, 9G, 11, INT01, and INT02:
    • Ethanol (12)
    • Methanol (13)

Washington

RTEF-39708

  • Obsoleted scenario schedules/scenario ids for the revised Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective October 31, 2017 for the following schedule:
    • 6F             22742, 22743
  • Added scenario schedules/scenario ids to support the revised Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective November 1, 2017 for the following schedules:
    • 6F             22757, 22758
  • Added the following product categories in scenario/schedule products on the revised Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective November 1, 2017 for schedules 1, 4, 6F, and 10F:
    • Special Fuels Dyed (6)
    • Biodiesel Dyed (8)
  • Modified scenarios/schedule products to remove the following invalid product categories on the Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective July 1, 2016 for schedule 2B:
    • Motor Vehicle Fuels (1)
    • Special Fuels Undyed (2)
    • Other (11)
  • Modified scenarios/schedule products to remove the following invalid product categories on the Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective July 1, 2016 for schedule 13X:
    • Special Fuels Undyed (2)
    • Special Fuels Dyed (6)
    • Biodiesel Dyed (8)
    • Other (11)

Sales and Use

United States

Alabama

RTEF-40632

  • Added scenario schedules/scenario ids to support the new City of Montgomery, Alabama Seller’s Use/Sales Tax, and Consumer’s Use Tax Report (MONTGOMERY) [Taxpayer Type SCYMG] effective January 1, 2017 for the following schedules:
    • INT01I             97062
    • INT01T            97063
    • INT01E           97064
    • INT02I             97065
    • INT02T            97066
    • INT02E           97067

RTEF-40634

  • Added scenario schedules/scenario ids to support the new City of Weaver, Alabama Sellers & Consumers Use Tax Report (WEAVER) [Taxpayer Type SCYWV] effective January 1, 2017 for the following schedules:
    • INT01I             97056
    • INT01T            97057
    • INT01E           97058
    • INT02I             97059
    • INT02T            97060
    • INT02E           97061

RTEF-40637

  • Added scenario schedules/scenario ids to support the new City of Gulf Shores, Sales and Lodging Tax Report (GULFSHORESSL) [Taxpayer Type SLMGS] effective January 1, 2017 for the following schedules:
    • INT01I             97050
    • INT01T            97051
    • INT01E           97052
    • INT02I             97053
    • INT02T            97054
    • INT02E           97055

RTEF-40639

  • Added scenario schedules/scenario ids to support the new Municipality of Robertsdale, Alabama Sales, Use and Rental Tax Report (ROBERTSDALE) [Taxpayer Type SUMRB] effective January 1, 2017 for the following schedules:
    • INT01I             97044
    • INT01T            97045
    • INT01E           97046
    • INT02I             97047
    • INT02T            97048
    • INT02E           97049

Arizona

RTEF-40184

  • Added scenario schedules/scenario ids to support the new Transaction Privilege, Use, and Severance Tax Return (TPT-2) [Taxpayer Type SLSU] effective January 1, 2017 for the following schedules:
    • INT01I             97100
    • INT01T            97101
    • INT02I             97102
    • INT02T            97103

Arkansas

RTEF-40459

  • Added scenario schedules/scenario ids to support the new Excise Tax Return (ET-1) [Taxpayer Type SLS] effective January 1, 2017 for the following schedules:
    • INT01I             97154
    • INT01T            97155

New York

RTEF-40697

  • Added scenario schedules/scenario ids to support the new State and Local Quarterly Sales and Use Tax Return for Part-Quarterly (Monthly) Filers (ST-810) [Taxpayer Type SLSUQ] effective March 1, 2017 for the following schedules:
    • INT01I             98604
    • INT01T            98605
    • INT02I             98606
    • INT02T            98607

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 14 revised forms and 6 new forms.               

Fuel

Canada

Ontario

RTEF-41583 (ADM-10817)

  • For the Generic Summary for Diesel and Related Products (COLD-ON) [Taxpayer Type COLD] effective June 1, 2014, modified FTD-1 Seller Summary by Jurisdiction page to generate only if more than one seller exists for an origin jurisdiction.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41660

  • For the Generic Summary for Gasoline and Related Products (COLG-ON) [Taxpayer Type COLG] effective June 1, 2014, modified FTG-1 Seller Summary by Jurisdiction page to generate only if more than one seller exists for an origin jurisdiction.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.

United States

Alaska

RTEF-39054 (ADM-9398)

  • Modified the Motor Fuel Tax Return Gasoline (Form 04-531) [Taxpayer Type DLRG] to:
  • Display the user entered deduction override value on Page 1, Line 18 when provided.
  • Not require a value to be entered in the ‘New mailing address’ prompt.
  • Right align the QDL Number on Schedule 6.

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-40664

  • Added revised Motor Fuel Tax Return for Diesel (Form 04-530) [Taxpayer Type DLRD] effective July 1, 2017 with the following changes:
  • Added new Schedule 3S – Gallons Imported From the Other States or Foreign Countries with surcharge due.
  • Updated Page 1 Line 12 total gallon surcharge calculation to use Schedule 3S gallons instead of Schedule 3 gallons.

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-40665

  • Added revised Motor Fuel Tax Return for Gasohol (Form 04-533) [Taxpayer Type DLRGH] effective July 1, 2017 with the following changes:
  • Added new Schedule 3S – Gallons Imported From the Other States or Foreign Countries with surcharge due.
  • Updated Page 1 Line 12 total gallon surcharge calculation to use Schedule 3S gallons instead of Schedule 3 gallons.

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-41527

  • Modified the Motor Fuel Tax Return Gasohol (Form 04-533) [Taxpayer Type DLRGH] to:
  • Display the user entered deduction override value on Page 1, Line 18 when provided.
  • Not require a value to be entered in the ‘New mailing address’ prompt.

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-41528

  • Modified the Motor Fuel Tax Return Aviation Fuel (Form 04-532) [Taxpayer Type DLRA] to:
  • Display the user entered deduction override value on Page 1, Line 13 when provided.
  • Not require a value to be entered in the ‘New mailing address’ prompt.

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-41529

  • Modified the Motor Fuel Tax Return Diesel (Form 04-530) [Taxpayer Type DLRD] to:
  • Display the user entered deduction override value on Page 1, Line 18 when provided.
  • Not require a value to be entered in the ‘New mailing address’ prompt.

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.

Arizona

RTEF-41183 (ADM-10892)

  • Corrected line 7, 7a, 8, 9 and 10 on page 3 (FTR Details tab) to format 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]. 

Actions:

  • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

Kentucky

RTEF-41304 (ADM-10763)

  • Added new eFile functionality for the Liquefied Petroleum Gas Dealer Monthly Report (72A161) [Taxpayer Type DLRLP] effective November 1, 2017. 

Actions:

  • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

RTEF-41755

  • Modified the Liquefied Petroleum Gas Dealer Monthly Report (72A161) [Taxpayer Type DLRLP] effective November 1, 2017 to include eFile functionality. 

Actions:

  • This update saves fields used in eFile and does not affect return calculations.

Maine

RTEF-42296 (ADM-10985)

  • Corrected Supplier Special Fuel Return (SFS) [Taxpayer Type SPLSF] to included Ethanol in the low energy fuel column.

Actions:

  • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Maryland

RTEF-41581 (ADM-10814)

  • Modified font size to prevent misaligned and truncated data on the Maryland Dealer Tax Return (GTD1) [Taxpayer Type DST].

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.

North Carolina

RTEF-40780

Added revised Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL] effective December 1, 2017 for updated schedule descriptions and cosmetic changes along with modifications to schedule transactions rules related to obsolete product codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40781

  • Added revised Motor Fuel Terminal Operator Return (GAS-1204) [Taxpayer Type TOR] effective December 1, 2017 for cosmetic changes and modifications to schedule transactions rules related to obsolete product codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40783

  • Added revised Motor Fuel Importer Return (GAS-1219) [Taxpayer Type IMPB] effective December 1, 2017 for updated schedule descriptions and cosmetic changes along with modifications to schedule transactions rules related to obsolete product codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40786

  • Added revised Alternative Fuels Provider Return (GAS-1252) [Taxpayer Type PVDAF] effective December 1, 2017. Revised form includes a new column for LNG and updated schedule descriptions along with modifications to schedule transactions rules related to new product code / product category for LNG.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40788

  • Added revised Provider Fuel Alcohol and Biodiesel Return (GAS-1264) [Taxpayer Type PVDFB] effective December 1, 2017 for updated schedule descriptions and cosmetic changes along with modifications to schedule transactions rules related to obsolete product codes and obsolete schedule codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40789

  • Added revised Motor Fuel Transporter Return (GAS-1301) [Taxpayer Type TRN] effective December 1, 2017 for cosmetic changes along with modifications to schedule transactions rules related to obsolete product codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40790

Added and obsoleted product codes, modified product descriptions, and added product category per NC DOR updates.  Changes included:

  • Updated product description for 122 Blending Component(s).
  • Updated product description for 123 Fuel Alcohol.
  • Updated product description for 054 Liquefied Propane Gas (LPG).
  • Updated product description for 224 Compressed Natural Gas (CNG).
  • Set obsolete date for 241 Ethanol.
  • Set obsolete date for 243 Methanol.
  • Set obsolete date for 284 Biodiesel – Undyed.
  • Set obsolete date for 290 Biodiesel – Dyed.
  • Added product 170 Biodiesel – Undyed.
  • Added product 171 Biodiesel – Dyed.
  • Added product 225 Liquefied Natural Gas (LNG).
  • Added product category 18 Liquefied Natural Gas.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-40810

  • Added revised Motor Fuel Importer Return (Tankwagon) (GAS-1219) [Taxpayer Type IMPT] effective December 1, 2017 for updated schedule descriptions and cosmetic changes along with modifications to schedule transactions rules related to obsolete product codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

 

RTEF-40811

  • Added revised Motor Fuel Importer Return - Occasional (GAS-1219) [Taxpayer Type IMPO] effective December 1, 2017 for updated schedule descriptions and cosmetic changes along with modifications to schedule transactions rules related to obsolete product codes.

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.
  • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

Ohio

RTEF-41768 (ADM-10774)

  • Modified column widths to prevent truncated data on Ohio Transporter Return (CC2) [Taxpayer Type TRN].

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41780 (ADM-10774)

  • Modified column widths to prevent truncated data on Ohio Terminal Operator Return (TO2) [Taxpayer Type TOR2].

Actions:

  • This update affects the visual display of the return – please verify the new look of the return.

Washington

RTEF-39708

  • Added schedule transaction rules for Washington Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective July 1, 2016.  New rules include checks on schedules 3,4, and 7 for valid origin/destination.  Also modified rules on schedules 2B and 13X to check for valid blend products.  Added several new product codes for biodiesel and ethanol blends that per state are now valid.

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-41978 (ADM-10890)

  • Added revised Washington Supplier Tax Return (FT-441-867) [Taxpayer Type SPL] effective November 1, 2017 with the following changes:
  • Updated schedule transaction rules to allow Dyed Special Fuel to be reported in schedules 1, 4, 6F, and 10F.
  • Cells of return have been opened up to allow reporting of Dyed Special Fuel.

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-42029 (ADM-10890)

  • Added revised Washington Distributor Tax Return (FT-441-866) [Taxpayer Type DST] effective November 1, 2017 with the following changes:
  • Updated schedule transaction rules to allow Dyed Special Fuel to be reported in schedules 1, 2E, 6F, and 10F.
  • Cells of return have been opened up to allow reporting of Dyed Special Fuel.

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.

Sales and Use

General

RTEF-42345 (ADM-10914)

  • Corrected a scenario that caused the return to generate without including the transactions from that session.  This was only occurring for a very limited number of sales and use returns.

Alabama

RTEF-40632

  • Added new City of Montgomery, Alabama Sales and Use Tax Report (MONTGOMERY) [Taxpayer Type SCYMG] 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-40634

  • Added new City of Weaver Alabama Tax Report (WEAVER) [Taxpayer Type SCYWV] 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-40637

  • Added new Municipality of Gulf Shores, Alabama Sales / Lodging / Rental / Lease Tax Return (GULFSHORESSL) [Taxpayer Type SLMGS] 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-40639

  • Added new Municipality of Robertsdale, Alabama Sales, Use and Rental Tax Report (ROBERTSDALE) [Taxpayer Type SUMRB] 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-41676

  • Update the allowance code and dropdown in Schedule Transaction maintenance (and used for schedule transaction rules) to include values only applicable for each local jurisdiction on the following returns:
    • City of Irondale Tax Report (IRONDALE) [Taxpayer Type STYID]
    • City of Auburn Sales/Use/Rental & Leasing/Lodging Tax Report (AUBURN) [Taxpayer Type SUYAU]
    • City of Daphne Sales and Use Tax Report (DAPHNE) [Taxpayer Type SUYDP]
    • City of Prattville Sales, Use, Rental, Lodging, Gas, Liquor Tax Report (PRATTVILLE) [Taxpayer Type [SUYPV]

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

Arizona

RTEF-40184

  • Updated Transaction Privilege, Use, and Severance Tax Return (TPT-2) [Taxpayer Type SLSU] with the following changes:
    • Added pages 2A and 3A for additional county and/or city taxes.
    • Split schedule INT01 for taxation location into
    • INT01I – Taxable Sales and Use – Imports
    • INT01T – Taxable Sales and Use – In State
  • Split schedule INT02 for taxation location into
    • INT02I – Deductions from Import Transactions
    • INT02T – Deductions from In State Transactions
  • Changed the data determination method for Pages 2, 2A, 3, 3A, 4, and 5 based on the new schedules.
  • Changed the business code value to be saved in the field operation_type in place of action_type.

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.

Arkansas

RTEF-40459 (ADM-10670)

  • Added new Excise Tax Return (ET-1) [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.

California

RTEF-41205

  • Added revised California State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective July 1, 2017 with updates to Schedule A2 – Computation Schedule for District Tax Long Form.  An additional page was added to Schedule A2 for new tax rates in Los Angeles County.

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.

Georgia

RTEF-40683

  • Added revised Sales and Use Tax Return (ST-3) [Taxpayer Type SLS] effective January 1, 2018 with the following changes:
  • Added new lines on Page 2 Part B for City of Atlanta (Motor Vehicle) and for Clayton (Motor Vehicle).
  • Added new lines on Pages 5 and 6 for TSPLOST City of Atlanta and Fulton.

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.

New York

RTEF-40697 (ADM-10611)

  • Added new State and Local Quarterly Sales and Use Tax Return for Part-Quarterly (Monthly) Files (ST-810) [Taxpayer Type SLSUQ] effective March 1, 2017.
  • Includes ST-810.10 Quarterly Schedule FR for Part-Quarterly (Monthly) filers.

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-41794

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

ZMS-25713 (ADM-9020)

  • Added support for using Microsoft Edge browser with the Microsoft Windows 10 operating system to access Avalara Returns Excise.

ZMS-26492

  • Updated message in CSV Master Data Export of Maintenance > Schedule Profiles and Maintenance > Schedule Scenarios.
  • If the scenarios or profiles use an object (location, business account, tobacco product), a warning message will be logged. The messages were updated to read:
    •  ‘Cannot export schedule profile account records with business_account_id set. You must use the Master Data Export with the .DAT file to maintain relationship links to specific business accounts, locations, etc.’
    • ‘Cannot export schedule profile location records with location_id set. You must use the Master Data Export with the .DAT file to maintain relationship links to specific business accounts, locations, etc.’

ZMS-26650

  • Updated the field length of product category to 5 from 2 on the following tables:
    • Products
    • Product Categories
    • Schedule Products
    • Rate Tax Codes
    • Rates

ZMS-26838

  • Corrected an issue where users accessing the system via SAML authentication were having their ‘last login date’ on the Admin > Users page incorrectly updated, in the event of an unsuccessful access attempt.

ZMS-27230

  • Corrected Return and Date Based Events on Tax Filing Calendar to be created with local time instead of Coordinated Universal time (UTC).

ZMS-27401

  • Updated Return Based Events to not be created on holidays when ‘Business Days excluding Holidays’ is selected on Offset Basis field on Tax Filing > Tax Filing Calendar.
  • Updated Return Based events to be created on a holiday when ‘Business Days including Holidays’ is selected on Offset Basis field on Tax Filing > Tax Filing Calendar.

ZMS-27404

  • Added a new site setting: ‘Number of days to retain files associated with Process Headers (0 for infinite)’.  In SAAS Production, this will initially be set to 14 days as was the current site setting: ‘Number of days to retain Process Headers and Logs (0 for infinite)’.  This enables the ability to increase the amount of time the much smaller Process Headers and Logs are retained separately from the more space intensive associated files. 
  • NOTE:  It is recommended that Deployed and Government clients review these settings and select values that reflect the choice between more disk space consumptions, or more easily reviewing past job activities.

ZMS-27443

  • Updated Tax Filing > Tax Filing Calendar to display the correct shaded date when date is selected.  Previously when clicking on May 31 in calendar, June 1st events were highlighted.

ZMS-27445

  • Updated Tax Filing > Tax Filing Calendar to not recreate calendar events after an event is closed.

ZMS-27476

  • Added option of ‘In Process’ to drop down for Status Field on Tax Filing > Tax Filing Calendar > Add new Record.
  • Added option of ‘Data Import’ and ‘Check Request’ to drop down for Event Type field on Tax Filing > Tax Filing Calendar > Add New Record.

ZMS-27484 (ADM-10382)

  • Added a new ‘Close’ option under Tax Filing > Calendar Events > when clicking on an existing event.

ZMS-27693

  • Implemented a new main menu item ‘Developer Content’.  This is available to Roles with View access to ‘Admin > Developer Content’.  This provides clients doing service integrations easier access to documentation and examples that support these integrations.

ZMS-27782

  • Applied an update to improve performance for WalkMe self-hosted files.

ZMS-27834

  • Replaced compiled Stored Procedures calls with Inline SQL code in various places throughout the system.  No changes to behavior were made with this change.

ZMS-27843

  • Updated the Message Center control to disable message options if the user selects not to send a message. The Message Center control is used on the following pages: 
  • AddUser 
  • User 
  • Company Account 

ZMS-27856 (ADM-10653)

  • Added a check for users that access the system via SAML authentication, to check the ‘enabled’ flag on the Admin > Users page before allowing entry to the system.  While authentication is managed by the originating authority system, an Admin may still disable a user separately from the Avalara system.

ZMS-27926

  • Improved large file download management such that files greater than 1 GB can consistently be downloaded to a browser successfully.  For instance, large files generated from Schedules Query Wizard in an import format.

ZMS-27933

  • Update site to use Telerik version 2017.3.913.  Telerik powers our pages, grids, and user controls.

ZMS-28126

  • Corrected Tax Filing > Tax Filing Calendar to retain an updated Title or Description.

ZMS-28446

  • Added updated version of User Guide.

Admin Updates

This section contains updates related to administration of the product.

ZMS-24560 (ADM-7866)

  • Added ability to cancel pending returns queue items under Admin > System Diagnostic > Services & Queue Tables > Returns Queue tab.  The new column will contain a red X if the task is pending and can be cancelled.

ZMS-24680

  • Updated ‘Category ‘and ‘Setting Description’ on Admin > Site Settings to allow better grouping and filtering.  The ‘General’ Category records were updated to be more explanative. ‘General’ was replaced with Authentication, Site Configuration, Tax Session Functions, Communication, Technical, System Cleanup and One Returns.

ZMS-26357

  • Updated Admin > Site Settings descriptions to correct typos and maintain consistency.

ZMS-26721

  • Added code to disable Insert/Update button when the CertCapture Sync Certificates scheduled task is selected and no companies have CertCapture enabled.
  • Added a display message to let user know at least one company should be enabled.

ZMS-27488 (ADM-10394)

  • Added ‘Support Cases’ column to Admin > User List to indicate which users have Sales Force access.

ZMS-27540

  • Added a user profile property to allow the user to have the Schedules filters open when entering the Schedules page. To set this profile property, go to the Admin > User Profile page. Check the ‘Set Schedules Filter On’ checkbox and update the profile. The Schedules filters will still be cleared when changing between schedules and when changing tax sessions.

ZMS-27671

  • Updated to not allow a message to be sent if the Subject line is blank on Admin > Message Center > Add New Record when using Microsoft Edge browser.

ZMS-27337

Redesigned Admin > Roles page for easier use and navigation.  Added the standard grid with filtering abilities.

ZMS-27725

  • Added the Schedule Tasks details to System Activity. The below listed Scheduled Tasks will record any scheduled tasks commands. These tasks are kicked off via an action such as File Tax Session, etc.
    • Update Role Permissions
    • Export License Information
    • Delete Products
    • Cross Match Report Export
    • Determination Profile Report
    • Determination Transaction Calculation
    • Determination Transaction Report
    • Determination Transaction Import
    • Query Wizard Export
    • Export Grid to Excel
    • Schedule Transaction Delete
    • System Initiated Clean up
    • File Tax Session
    • Archive Import
    • Archive Create
  • The below listed Scheduled Tasks will record the scheduled task commands and the messaging details selected when setting up the task.
    • Automatic Tax Session Archive
    • Automatic Calendar Event Creation
    • Automatic Reminders
    • Automatic Tax Session Creation

CertCapture

ZMS-27821 (ADM-10629 and ADM-10896)

  • Added URL to indicate which system has been updated for ‘Security Notification – User Account Changed’ messages.  

ZMS-27909

  • Updated front-end users to limit Admin > User List > user pop-ups to the roles available to front-end users.  The roles available for the user are limited to parent roles and company-specific child roles. When logged in as a back-end user, user will see all available roles for that company.

ZMS-27967 (ADM-10716)

  • Added access to all CSV Master Data Import and Export functions (separate from original master data import/export) to ZMS_ADMIN, ZMS_EDIT, ZMS_COMPANY_ADMIN, and ZMS_COMPANY_ADMIN_WITH_MASTER roles.

ZMS-28149 (ADM-10724 and ADM-10786)

  • Corrected ZMS_COMPANY_ADMIN role to allow to create and edit child roles on Admin > Roles.

Data Import Updates

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

ZMS-27111

  • Updated Tax Filing > Tax Sessions > Data File Upload to remove Location Description as exact match criteria when importing transactions into Oregon tax sessions.
  • NOTE:  This applies only to Data File Upload via the Tax Session’s grid, not from STI or the Dashboard import.   This only applies to transactions imported into Oregon tax sessions.  Other jurisdiction tax sessions are not affected.

ZMS-27719 (ADM-27719)

  • Updated import process logs to include the Custom Id for business entities and locations in the messages            

eFiling Updates

This section contains updates related to eFiling.

ZMS-27100

  • Increased the size of theTaxpayer Type Description on eFiling > eFile Creation grid.

ZMS-27757

  • Added Location, County, and City to eFile creation description if applicable.

Maintenance Updates

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

ZMS-11903

  • Updated the Maintenance > Business Entity/Business Accounts grid to only display one record editor at a time.

ZMS-24016

  • Updated the following Maintenance screens to increase height of pop-up pages to remove vertical scroll bar:
    • Manufacturers
    • Rates
    • Schedule Profiles
    • Schedule Scenarios
    • Taxpayer Preferences

ZMS-26944 (ADM-9951)

Added ‘Form Type’ column to Maintenance > Taxpayer Preferences grid to help with filtering the grid to show forms of the same type. The form type includes Excise, Sales and Use, Alcohol, Tobacco, Audit, Telecommunications or Miscellaneous.

ZMS-26946 (ADM-9956)

  • Updated to clear override values on Maintenance > Schedule Profiles when changing ‘Profile Operation’.

ZMS-27126

  • Added ‘Due day’ and ‘Month Due Offset’ columns as display only to Maintenance > Companies > Accounts grid.

ZMS-27535

  • Corrected ability to enter data into ‘Extension’ and ‘Prefix’ fields for ‘Phone’ and ‘Fax’ on Maintenance > Tax Payer Contacts when using Microsoft Edge browser.

ZMS-27707

  • Updated to automatically switch to Scheduled Tasks tab when exporting Master Data Exports and Master Data Imports grids.

ZMS-27723 (ADM-10544)

  • Added profile group type to Maintenance > Schedule Profiles to assist with grouping and filtering of related schedule profiles. Values used for profile group type can be added in Common Codes with a code type of Profile Group Type.

ZMS-27735 (ADM-10557)

  • Updated import_layout_field_xrefs description to prevent duplicates of "Import Verification Number" on Maintenance > Schedule Scenarios > Details tab grid.

ZMS-27775

  • Added the ability to export results on grid to Excel or CSV on Maintenance > Schedule Profiles > Details tab.

ZMS-27824 (ADM-10638)

  • Updated to set Business Entity Id Type to the user selected default if it is missing in the import data.

ZMS-27874

  • Removed the part of the message which gives the count of companies and returns subscribed on Maintenance > Workflows.  The subscribing and unsubscribing of returns to a workflow is done in a scheduled task, meaning the message can have incorrect numbers. The user can see the number of returns currently subscribed on the Subscriptions tab instead.

ZMS-27954

  • Added the ability to import and export ‘Importer’ and ‘Middleman’ Business Entities/Business Accounts using Master Data CSV on Maintenance > Business Entities.

ZMS-27958

  • Added Establishments to Master Data Export of Business Entities.

ZMS-27984 (ADM-10779)

  • Fixed an error that occurred when creating a .csv file for Company Accounts.
  • Fixed an error that prevented importing a .csv for Company Accounts.

ZMS-28264

  • Added ‘Local Jurisdiction Organization Code’ to Maintenance > Local Jurisdictions grid to indicate whether a city is incorporated or unincorporated.   Valid options are blank, ‘I’ Incorporated and ‘U’ Unincorporated.

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-28310

  • Enhance the Replication Service heartbeat to now pass the original client IP address for display.  Previously, this was displaying the Load Balancer’s IP address.

Reporting Updates

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

ZMS-23017 (ADM-6831)

  • Updated to allow front end users access to Reporting > Express Views > Return Summary.

ZMS-24216 (ADM-7531)

  • Added ability to copy a field to another field on the same record in Reporting > Schedule Query Wizard > Copy Records or Mass Change. 

ZMS-25029

  • Added data length validation when changing fields for Mass Change and/or Copy records on Reporting > Schedule Query Wizard.

ZMS-25526

  • Changed the mouse cursor to a pointer on the toggles used to turn features on and off on Reporting > Schedule Query Wizard.

ZMS-25533

  • Updated the Logic Filter to always be upper case; and modified the operators to use words without contractions for consistency in Reporting > Schedule Query Wizard.

ZMS-25707

  • Added ability to select one or more Post Scenario Profiles to apply for execution on selected transactions in Reporting > Schedule Query Wizard > Copy Records > Schedule Profiles tab.

ZMS-25855 (ADM-9115 and ADM-9518)

  • Added ability to save column preferences and apply them to any query in Reporting > Schedule Query Wizard > Columns > Column Preferences.  The column preference saves the columns, the column order and sort parameters of both transactions and group by/summary.

ZMS-26058

  • Updated to allow the ‘End Date’ to be editable for variable length session when copying records to a new tax session in Reporting > Schedule Query Wizard.

ZMS-26308 (ADM-10785)

  • Expanded the ‘Public’ Query Indicator to be ‘Global’, ‘Company’, or ‘Private’ on Reporting > Schedule Query Wizard.
  • The ‘Global’ option will only be available to back end users and will allow anyone in the system to access the query.
  • The ‘Company’ option will share the query with all users that have access to the master company and its sub companies.
  • The ‘Private‘ option is only available to the current user.

ZMS-26347

  • Added Schedule Effective Date field to Reporting > Express Views > Excise Returns.

ZMS-26410

  • Corrected group by/summary from generating an error when sum or average result was too large on Reporting > Schedule Query Wizard.

ZMS-26441 (ADM-9609)

  • Limited the ‘Excise Returns’ and ‘Excise Schedules’ Express Views to only return active records
  • Added a checkbox to include obsoleted records.

ZMS-26450

  • Added new ‘Equals Absolute Value’ operator to Reporting > Schedule Query Wizard.

ZMS-26750

  • Updated column heading to ‘Schedule Code’ from ‘Schedules’ and created a separate row for each schedule code in Reporting > Express Views.

ZMS-26768

  • Renamed ‘Scheduled Tasks’ from ‘Scheduled Task Status’ on Reporting > Schedule Query Wizard for consistency.

ZMS-26986 (ADM-10052)

  • Corrected the formatting of numbers to numeric when exporting data from Reporting > Schedule Query Wizard to Excel.

 ZMS-27124 

  • Corrected filtering by ‘Between’ and ‘Not Between’ to retain inputs entered by user on Reporting > Express Views > Excise Returns.

 ZMS-27173 (ADM-9844)

  • Added six additional fields for Buyer, Seller, Position Holder, Importer, Exchange, Consignor, and Carrier on Reporting > Schedule Query Wizard.  These fields will display as columns and can be used to filter. They are not available for Mass Change or Copy.
    • Business Entity ID
    • Country Code
    • County
    • Alternate Jurisdiction
    • License Percentage
    • Locked Date

ZMS-27331 (ADM-9844)

  • Added a check to Reporting > Schedule Query Wizard when exporting a Group By/Summarize as an Import CSV, the user will receive a message: ‘Export Records as Task – Import CSV is not supported when columns are using Group By/Summarize’. 

ZMS-27340

  • Enabled the save button when opening Schedule Query Wizard from Validation Errors page.

ZMS-27721 (ADM-10546)

  • Added the ability to change the schedule code on an individual schedule transaction. A new pencil/edit icon can be clicked which will display a dropdown with the available schedule codes.  This can be done from Schedule Query Wizard, Schedule Transactions and Validation Rules.

ZMS-27731

  • Added ‘Sales Amount’ field to the list of fields that can be negated in Reporting > Schedule Query Wizard.

ZMS-27785 (ADM-10595)

  • Removed the ‘Is Empty’ and ‘Is Not Empty’ operators from the following fields on Reporting > Schedule Query Wizard:
  • Buyer
  • Seller
  • Carrier
  • Consignor
  • Importer
  • Position Holder

ZMS-27846

  • Updated when filtering field drop down values to allow ‘Limit Field Values’ to be enable or disabled while a filter is being edited on Reporting > Schedule Query Wizard.

ZMS-27923 (ADM-10696)

  • Added column ‘Form Type’ to indicate return type on Reporting > Express View > Excise Returns and Excise Schedules.

ZMS-27980 (ADM-10766)

  • Expanded copy and mass change values to be same width as the transaction edit popup on Reporting > Schedule Query Wizard (Legacy).  This allows the full dropdown list to display.

ZMS-27996 (ADM-10800)

  • Updated to not save a private query when a user opens a Global or Company (previously called Public) query unless user selects to save under Reporting > Schedule Query Wizard.

ZMS-28250

  • Added additional logging information when copying records in Reporting > Schedule Query Wizard:
    • Get transactions to copy started.
    • Get transactions to copy finished.
    • Create new transactions started.
    • Create new transactions finished.
    • Execute Schedule Profiles started.
    • Execute Schedule Profiles finished.
    • Saving Schedule transactions started.
    • Saving Schedule transactions finished.

ZMS-28433 (ADM-10938 and ADM-10953)

  • Corrected an issue where the message ‘An error occurred while updating the Schedule Query’ would appear and prevent updating a Query with a filter.  This was caused by not always successfully removing previous query filter criteria records, that would block the new filter from being updated.

Schedule Transaction Importer Updates

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

PRO-1850 (ADM-10742)

  • Added Location ID option to Tax Session filter section of the Tax Session Assignment tab. This gives the user the ability to only import records that have a company account and tax session created with a location id match.

PRO-1852

  • Added the ability to import ‘Middleman’ Business Entities/Business Accounts using Master Data CSV on Maintenance > Business Entities.

Tax Filing Updates

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

ZMS-299

  • Updated the Tax Sessions' grid to optionally display the return effective date and the return code for the tax session. These new columns can be added to the grid display by going to the columns selector on the Tax Sessions' grid. 
  • Updated the Create Tax Session and the Create Amendment pages to display the return code for the selected tax session. 

ZMS-26440

  • Updated Tax Filing > Tax Sessions selector dropdown results to refresh after an action is taken on list sessions page.

ZMS-26956

  • Added the ability to update a location (origin, destination, diversion destination, point of order origin, and point of order acceptance) on the Schedule Transaction entry page.
  • Pressing the ‘Pencil’ image next to the Location selector opens the Location edit pop up for the location selected on the schedule.
  • Pressing the ‘Update’ button on the Location popup returns the user back to the Schedule Transaction entry popup.

ZMS-26957

  • Added the ability to add or update a business account (buyer, seller, carrier, consignor, position holder or importer) on the Schedule Transaction entry page. 
  • Pressing the ‘Add New’ image next to the Business Account selector opens the Business Entity edit pop up for the account selected on the schedule. 
  • Pressing the ‘Add New’ button on the Business Account popup returns the user back to the Schedule Transaction entry popup.
  • Pressing the ‘Pencil’ image next to the Business Account selector opens the Business Entity edit pop up for the account selected on the schedule.
  • Pressing the ‘Update’ button on the Business Account popup returns the user back to the Schedule Transaction entry popup.

ZMS-27336

  • Increased the height of Tax Filing > Tax Sessions > Add New Record popup to remove the scroll bar.

ZMS-27633

  • Updated exception handling to clarify in error message which field may be too long for the database fields in Tax Filing > Transactions > Add New Record.

ZMS-27672

  • Updated the Tax Sessions grid to include the Workflow Name and Workflow Task Description if the tax session is subscribed to a workflow. These columns are not displayed by default. Select them from the grid's column selector.

ZMS-27713

  • Updated the tax session delete process to prevent removing tax sessions that have a return generation or eFile generation with a status of pending, initialized, or running.

ZMS-27737

  • Updated the Delete All Schedule task to delete the schedules in batches of 10,000.  
  • Added checks to the Delete Tax Session task to prevent removal of the tax session if a return generation, eFile Generation or Schedule Delete Task is already queued or running. 

ZMS-27839

  • Added return generation option to context menu on Tax Filing > Tax Sessions.

ZMS-27840

  • Increased the width of the Schedule Code description textbox on Tax Filing > Transactions to match the width of the other controls on the manual schedule entry pop up. 
  • Added a tooltip to the Schedule Code description textbox that displays the entire description on the manual schedule entry pop up.

ZMS-27841

  • Added System Activity link on Tax Filing > Tax Sessions > Unfile Return(s) task popup.

ZMS-28156

  • Updated the tax session’s due date calculation to properly calculate a due date when the due day is more than 31 days from the end period.            

Support

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


Avalara Returns Excise
5.31.11 Update

Release Highlights

Revision date: 1/17/2018

Product release: January 17, 2018

4

Form Updates

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

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

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

In this release there is 1 revised forms and 0 new forms.

United States

Illinois

RTEF-42705 (ADM-11161)

  • Added revised Motor Fuel Distributor Supplier (RMFT-5) [Taxpayer Type DSTSP] effective December 1, 2017 with the following changes:
    • Updated RFMT-5-US form.
    • Updated RFMT-5-US-X (amended).
    • Updated Schedule LB for new Fuel Use types.
    • Added two ‘Fuel Use’ common codes for schedule LB:
      • 6 - Aviation fuel sold to non-exempt air carriers
      • 7 – Aviation fuel sold for purposes other than use in aircraft
  • NOTE:  For clients who have already created the session and generated the return prior to software upgrade being applied:
    • If the tax session has not been filed, regenerate the return to use the updated forms.
    • If the tax session has been filed, unfile the tax session and regenerate the return to use the updated forms.
    • If you need to use either of the new common code aviation selection values for schedule LB, update the schedules as needed before regenerating the return.
    • eFile generation will include the new common code aviation values if used on schedule LB. 
  • Actions:
    • This update affects the generation of the return - please review values are populated correctly.

Support

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


 

 

Avalara Returns Excise
5.31.22 Update

Release Highlights

Revision date: 2/16/2018

Product release: February 16, 2018

3

Form Updates

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

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

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

In this release there are 0 revised forms and 0 new forms.

Fuel

United States

 

NOTE:  For clients who have already created the session and generated the return prior to software upgrade being applied.

  • If the tax session has not been filed, regenerate the return and eFile to use the updated Excel template.
  • If the tax session has been filed, unfile the tax session and regenerate the return and eFile to use the updated Excel template.
  • eFile generation will include the new tax rates.

Georgia

 

RTEF-43178 (ADM-11327)

  • Added revised Excel template effective January 1, 2018 for the Motor Fuel Tax Report (MFD-04) for taxpayer types [DSTAF, DSTLP, DSTMF, DSTSF].  The new template contains the new 2018 tax rates.  
  • Actions:
    • This update affects the generation of the eFile – please review correct values are included.

Support

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


 

 

Avalara Returns Excise
5.31.23 Update

Release Highlights

Revision date: 2/21/2018

Product release: February 21, 2018

 

Scenario Updates

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

Fuel

United States

Massachusetts

RTEF-43098

  • Obsoleted scenario schedules/scenario ids for the revised Uniform Oil Response and Prevention Fee (OR-1) [Taxpayer Type ENV] effective December 31, 2017 for the following schedules:
    • B1                  34203
    • B2                  34204
  • Obsoleted the following product categories in scenario/schedule products for the revised Uniform Oil Response and Prevention Fee (OR-1) [Taxpayer Type ENV] effective December 31, 2017 for schedules B1 and B2:
    • Gasoline (1)
    • Diesel Fuel - Undyed (2)
    • Gasohol (3)
    • Liquified Gases (4)
    • Kerosene (5)
    • Aviation Gasoline (6)
    • Aviation Jet Fuel (7)
    • Diesel Fuel – Dyed (8)
    • Ethanol (9)
  • Added the following product categories in scenario/schedule products on the revised Uniform Oil Response and Prevention Fee (OR-1) [Taxpayer Type ENV] effective January 1, 2018 for schedule A:
    • Other (10)
    • Crude Oil (11)

Texas

RTEF-41863

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG] effective January 1, 2018 for the following schedule:
    • 06190             11114, 11115
  • Added the following product category in scenario/schedule products on the revised Texas Fuels Tax Report – Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG] effective January 1, 2018 for schedules 06190 and 06191:
    • Gasoline (1)

RTEF-41866

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Gasoline Permissive Supplier (06-168A-SPLPG) [Taxpayer Type SPLPG] effective January 1, 2018 for the following schedule:
    • 06190             11343, 11344
  • Added the following product category in scenario/schedule products on the revised Texas Fuels Tax Report – Gasoline Permissive Supplier (06-168A-SPLPG) [Taxpayer Type SPLPG] effective January 1, 2018 for schedules 06190 and 06191:
    • Gasoline (1)

RTEF-41868

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Gasoline Distributor (06-168A-DSTG) [Taxpayer Type DSTG] effective January 1, 2018 for the following schedule:
    • 06190             10132, 10133
  • Added the following product category in scenario/schedule products on the revised Texas Fuels Tax Report – Gasoline Distributor (06-168A-DSTG) [Taxpayer Type DSTG] effective January 1, 2018 for schedules 06190 and 06191:
    • Gasoline (1)

RTEF-41869

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Gasoline Importer (06-168A-IMPG) [Taxpayer Type IMPG] effective January 1, 2018 for the following schedule:
    • 06190             10921, 10922
  • Added the following product category in scenario/schedule products on the revised Texas Fuels Tax Report – Gasoline Importer (06-168A-IMPG) [Taxpayer Type IMPG] effective January 1, 2018 for schedules 06190 and 06191:
    • Gasoline (1)

RTEF-41870

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Gasoline Exporter (06-168A-EXPG) [Taxpayer Type EXPG] effective January 1, 2018 for the following schedule:
    • 06190             10610, 10611
  • Added the following product category in scenario/schedule products on the revised Texas Fuels Tax Report – Gasoline Exporter (06-168A-EXPG) [Taxpayer Type EXPG] effective January 1, 2018 for schedules 06190 and 06191:
    • Gasoline (1)

RTEF-41872

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Diesel Fuel Supplier (06-168A-SPLD) [Taxpayer Type SPLD] effective January 1, 2018 for the following schedule:
    • 07190             11020, 11021
  • Added the following product categories in scenario/schedule products on the revised Texas Fuels Tax Report – Diesel Fuel Supplier (06-168A-SPLD) [Taxpayer Type SPLD] effective January 1, 2018 for schedules 07190 and 07191:
    • Diesel Fuel - Undyed (2)
    • Diesel Fuel - Dyed (4)

RTEF-41873

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Diesel Fuel Permissive Supplier (06-168A-SPLPD) [Taxpayer Type SPLPD] effective January 1, 2018 for the following schedule:
    • 07190             11255, 11256
  • Added the following product categories in scenario/schedule products on the revised Texas Fuels Tax Report – Diesel Fuel Permissive Supplier (06-168A-SPLPD) [Taxpayer Type SPLPD] effective January 1, 2018 for schedules 07190 and 07191:
    • Diesel Fuel - Undyed (2)
    • Diesel Fuel - Dyed (4)

RTEF-41874

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD] effective January 1, 2018 for the following schedule:
    • 07190             10018, 10019
  • Added the following product categories in scenario/schedule products on the revised Texas Fuels Tax Report – Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD] effective January 1, 2018 for schedules 07190 and 07191:
    • Diesel Fuel - Undyed (2)
    • Diesel Fuel - Dyed (4)

RTEF-41875

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Diesel Fuel Importer (06-168A-IMPD) [Taxpayer Type IMPD] effective January 1, 2018 for the following schedule:
    • 07190             10828, 10829
  • Added the following product categories in scenario/schedule products on the revised Texas Fuels Tax Report – Diesel Fuel Importer (06-168A-IMPD) [Taxpayer Type IMPD] effective January 1, 2018 for schedules 07190 and 07191:
    • Diesel Fuel - Undyed (2)
    • Diesel Fuel - Dyed (4)

RTEF-41878

  • Added scenario schedules/scenario ids to support the revised Texas Fuels Tax Report – Diesel Fuel Exporter (06-168A-EXPD) [Taxpayer Type EXPD] effective January 1, 2018 for the following schedule:
    • 07190             10509, 10510
  • Added the following product categories in scenario/schedule products on the revised Texas Fuels Tax Report – Diesel Fuel Exporter (06-168A-EXPD) [Taxpayer Type EXPD] effective January 1, 2018 for schedules 07190 and 07191:
    • Diesel Fuel - Undyed (2)
    • Diesel Fuel - Dyed (4)

Form Updates

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

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

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

In this release there are 8 revised forms and 0 new forms.

Fuel

United States

Massachusetts

 

NOTE:  For clients who have already created the session for Uniform Oil Response and Prevention Fee and generated the return prior to software upgrade being applied.

  • If the tax session has not been filed, regenerate the return to use the updated forms
  • If the tax session has been filed, unfile the tax session and regenerate the return to use the updated forms.
  • eFile generation will include changes.

 

RTEF-42884 (ADM-11223)

  • Added new eFile (Massachusetts Excel - ENV) to support the Uniform Oil Response and Prevention Fee (OR-1) [Taxpayer Type ENV].
  • Actions:
    • This update affects the generation of the eFile – please review correct values are included.

RTEF-43098 (ADM-11275)

  • Added revised Uniform Oil Response and Prevention Fee (OR-1) [Taxpayer Type ENV] effective January 1, 2018 with the following changes:
    • Addition of columns to Schedule A including Agent and Massachusetts Origin
    • Schedules B1 and B2 are no longer used and are obsolete
    • Two lines were removed from the return, the remaining were renumbered
    • Schedule validation updates for new product categories and required new fields
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-43237 (ADM-11338)

  • Modified the Underground Storage Tank mapping to eFile (EXCEL) to use a revised template provided by the state effective immediately. Replaced the template effective December 1, 2017 with new template from the state.   Changes are cosmetic with a new instruction tab and revised column heading names.
  • NOTE: 
    • If the tax session has not been filed, regenerate the return and create a new eFile to use new Excel template.
    • If the tax session has been filed, unfile the tax session and regenerate the return and create a new eFile to use new Excel template.
  • Actions:
    • This update affects the generation of the eFile – please verify new template is used.

Texas

NOTE:  For clients who have already created the session and generated the return prior to software upgrade being applied.

  • If the tax session has not been filed, regenerate the return to use the updated forms
  • If the tax session has been filed, unfile the tax session and regenerate the return to use the updated forms.
  • eFile generation will include the new schedules.
  • Test eFiles have been submitted to the state and are pending approval.

RTEF-39938

  • Modified Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD] validation rules for schedules 06-160 and 06-186 making Bill of Lading number (document number) optional.
  • 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-40475

  • Modified the return generation process to omit the ‘exception’ error, but continue to provide the critical history log message when one of the required payment information fields (Payment Amount or Settlement Date) are missing for the following returns:
    • Diesel Fuel Supplier (06-168A-SPLD) [Taxpayer Type SPLD]
    • Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG]
    • Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD]
    • Permissive Supplier Diesel (06-168A-SPLPD) [Taxpayer Type SPLPD]
    • Gasoline Distributor (06-168A-DSTG) [Taxpayer Type DSTG]
    • Permissive Supplier Gasoline (06-168A-SPLG) [Taxpayer Type SPLPG]
    • Diesel Fuel Exporter(06-168A-EXPD) [Taxpayer Type EXPD]
    • Diesel Fuel Blender (06-168A-BLDD) [Taxpayer Type BLDD]
    • Diesel Fuel Importer (06-168A-IMPD) [Taxpayer Type IMPD]
    • Importer Gasoline (06-168A-IMPG) [Taxpayer Type IMPG]
    • Exporter Gasoline (06-168A-EXPG) [Taxpayer Type EXPG]
    • Blender Gasoline (06-168A-BLDG) [Taxpayer Type BLDG]
  • Actions:
    • This update affects the generation of the return – please review that all required values are provided.

RTEF-41253

  • Modified schedule entry values included in bad debt schedule dropdowns to limit to valid values for the following returns: 
    • Diesel Fuel Supplier (06-168A-SPLD) [Taxpayer Type SPLD]
    • Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG]
    • Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD]
    • Permissive Supplier Diesel (06-168A-SPLPD) [Taxpayer Type SPLPD]
    • Gasoline Distributor (06-168A-DSTG) [Taxpayer Type DSTG]
    • Distributor Liquefied Gas (06-126) [Taxpayer Type DSTLG]
    • Permissive Supplier Gasoline (06-168A-SPLG) [Taxpayer Type SPLPG]
  • 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-41510 (ADM-10778)

  • Updated eFile EDI v4010 effective January 1, 2018 to add a check for Buyer subtype to determine if signed statement number or license number should be included on schedules 07145 and 07147 for the following returns: 
    • Diesel Fuel Supplier (06-168A-SPLD) [Taxpayer Type SPLD]
    • Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD]
    • Permissive Supplier Diesel (06-168A-SPLPD) [Taxpayer Type SPLPD]
  • Actions:
    • This update affects the generation of the eFile – please review correct values are included.

RTEF-41654

  • Updated Texas eFile version 4010 with the following changes: 
    • Update to no longer truncate Bill of Lading (document number) to 9 characters. 
    • Added MF-190 (Schedule 06190 / 07190) to select returns 
    • Added mapping for new schedules
  • Actions:
    • This update affects the generation of the eFile - please review values that are calculated differently due to this change.

RTEF-41863

  • Added revised Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 06190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41866

  • Added revised Gasoline Permissive Supplier (06-168A-SPLPG) [Taxpayer Type SPLPG] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 06190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41868

  • Added revised Gasoline Distributor (06-168A-DSTG) [Taxpayer Type DSTG] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 06190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41869

  • Added revised Importer Gasoline (06-168A-IMPG) [Taxpayer Type IMPG] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 06190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.
    •  

RTEF-41870

  • Added revised Gasoline Exporter (06-168A-EXPG) [Taxpayer Type EXPG] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 06190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41872

  • Added revised Diesel Fuel Supplier (06-168A-SPLD [Taxpayer Type SPLD] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 07190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41873

  • Added revised Diesel Permissive Supplier (06-168A-SPLPD) [Taxpayer Type SPLPD] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 07190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41874

  • Added revised Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 07190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41875

  • Added revised Diesel Fuel Importer (06-168A-IMPD) [Taxpayer Type IMPD] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 07190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-41878

  • Added revised Diesel Fuel Exporter(06-168A-EXPD) [Taxpayer Type EXPD] effective January 1, 2018 with the following changes: 
    • Updated form 06-168A
    • Added new schedule 07190 Gallons Subsequently Sold Texas Tax-Free Prior to Export
    • Modified Schedule Validation rules to remove maximum length check on bill of lading number
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-42020

  • Added return validation to display a warning message when Page 2 Line 25 is a negative value on Diesel Supplier (06-168A-SPLD) [Taxpayer Type SPLD].
  • Actions:
    • This update affects the generation of the return – please review that all required values are provided.

Support

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


 

 

Avalara Returns Excise
5.31.24 Update

Release Highlights

Revision date: 2/23/2018

 

Product release: February 23, 2018

Form Updates

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

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

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

In this release there are 0 revised forms and 0 new forms.

Fuel

United States

Texas

NOTE:  For clients who have already created the session and generated the return prior to software upgrade being applied.

  • If the tax session has not been filed, regenerate the return to use the updated forms
  • When creating the eFile, choose eFile Version TEXAS EDI Version 4010 v3.
  • Test eFiles have been submitted to the state and are pending approval.

RTEF-43274 (ADM-11360)

  • Corrected eFile generation for Texas Fuels Tax Report Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG] to populate TIA value 5023 Net Taxable Gallons from Page 2, Line 32 of the tax return. 
  • Actions:
    • This update affects the generation of the eFile – please review correct values are included.

RTEF-43281 (ADM-11370)

  • Corrected eFile generation to omit TIA03 segment value for Net Gallons in the schedule transaction details for schedules 06190/06191 and 07190/07191 for the following taxpayer types:
    • Diesel Fuel Exporter(06-168A-EXPD) [Taxpayer Type EXPD]
    • Diesel Fuel Importer (06-168A-IMPD) [Taxpayer Type IMPD]
    • Diesel Fuel Supplier (06-168A-SPLD) [Taxpayer Type SPLD]
    • Exporter Gasoline (06-168A-EXPG) [Taxpayer Type EXPG]
    • Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG]
    • Importer Gasoline (06-168A-IMPG) [Taxpayer Type IMPG]
    • Permissive Supplier Diesel (06-168A-SPLPD) [Taxpayer Type SPLPD]
    • Permissive Supplier Gasoline (06-168A-SPLG) [Taxpayer Type SPLPG]
  • Actions:
    • This update affects the generation of the eFile – please review correct values are included.

Support

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

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