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5.31.10

 

 

Avalara Returns Excise
5.31.10

Release Highlights

Revision date: 1/3/18

Product release: January 3, 2018


30

 

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 8 new rates added after the 2017.12.21-5.31.10 Content Release.   New rates are identified with ‘*’.

Fuel

Europe

 

RATE-10763

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

RATE-10846

  • Updated country code to ‘ROU’ from ‘ROM’ on 36 Romania rates.

United States

General

RATE-10693

  • Updated the Unit of Measure to ‘TON’ short ton from ‘TNE’- metric ton on the following rates: 
    • Montgomery County Fuel Energy Tax Coal Non-Residential
    • Montgomery County Fuel Energy Tax Coal Residential and Agricultural 
    • Maryland County Fuel Energy Tax Coal Non-Residential 
    • Maryland County Fuel Energy Tax Coal Residential and Agricultural

Florida                                      

 RATE-10861

  • Added new state Excise tax rates effective January 1, 2018:
    • Shared Collection Allowance Add Back- Gasoline                                             0.00161
    • State Collection Allowance - Gasoline                                                             -0.00323
    • State Gasoline Tax                                                                                          0.31425
    • State Diesel Tax                                                                                             0.177
    • Clay County Local Option Tax Not Entitled to Collection Allowance                    0.05
    • Jefferson County Local Option Tax Not Entitled to Collection Allowance             0.05
    • Levy County Local Option Tax Not Entitled to Collection Allowance                    0.05
  • http://floridarevenue.com/taxes/Documents/17B05-03_chart.pdf

Georgia                                       

RATE-10848

  • Added new Car Rental rates effective January 1, 2009:
  • Chamblee City Vehicle Rental Excise Tax        0.03
  • Decatur City Vehicle Rental Excise Tax            0.03
  • Kennesaw City Vehicle Rental Excise Tax        0.03
  • Lithia Springs City Vehicle Rental Excise Tax   0.03
  • Morrow City Vehicle Rental Excise Tax             0.03
  • Norcross City Vehicle Rental Excise Tax          0.03
  • Roswell City Vehicle Rental Excise Tax            0.03
  • Smyrna City Vehicle Rental Excise Tax            0.03
  • Stockbridge City Vehicle Rental Excise Tax      0.03

Indiana                                      

*RATE-10896

 

Massachusetts 

*RATE-10906

  • Added new Excise Tax rates effective January 1, 2018:
    • State Liquefied Gas Tax                                  0.14
    • State Aviation Gas Tax                                    0.272
    • State Jet Fuel Tax                                           0.084
  • https://www.mass.gov/files/documents/2017/12/21/dor-fuels-excise-rate-table.pdf

*RATE-10908

Michigan  

RATE-10842

RATE-10824

  • Added new Terminal Operator Annual Return tax rate of 0.263 effective January 1, 2017:
  • Tax Basis for Terminal Operator Annual Return – Gasoline                              
  • Tax Basis for Terminal Operator Annual Return - Ethanol Blends E70-E99        
  • Tax Basis for Terminal Operator Annual Return - Diesel Fuel
  • Tax Basis for Terminal Operator Annual Return - Biodiesel B05 or higher
  • Tax Basis for Terminal Operator Annual Return - Aviation Gas
  • Tax Basis for Terminal Operator Annual Return - Jet Fuel

Minnesota

RATE-10852

Nebraska

*RATE-10895

  • Added new State tax rates effective January 1, 2018:
    • Propane                                           .284
    • CNG                                                 .284
    • Gasoline                                           .284
    • Ethanol                                            .284
    • Diesel                                              .284
    • B100                                                .284
    • Undyed                                            .284
    • Dyed Diesel                                      .284
    • Kerosene                                          .284
  • http://www.revenue.nebraska.gov/news_rel/dec_17/Motor_Fuels_Tax_Rate_12-22-2017.html

New York

RATE-10851

  • Added new rates effective January 1, 2018:
    • Petroleum Business Tax - Diesel Automotive Use                     0.1515
    • Petroleum Business Tax - B20 Automotive Use                        0.1212
    • Petroleum Business Tax - B20 Commercial Gallonage              0.074
    • Petroleum Business Tax - B20 Nonresidential HVAC                0.04
    • Petroleum Business Tax - B20 Railroad Use                             0.07
    • Petroleum Business Tax - Commercial Gallonage                     0.071
    • Petroleum Business Tax - Commercial Gallonage                     0.093
    • Petroleum Business Tax - Full Non-Highway                             0.161
    • Petroleum Business Tax - Generating Electricity                       0.161
    • New York Petroleum Business Tax - Residual Fuel                   0.139
    • New York Petroleum Business Tax - Gasoline                          0.169
    • Petroleum Business Tax - Jet Fuel                                           0.068
    • New York Petroleum Business Tax - Aviation Gas                    0.068
    • Petroleum Business Tax - Residual Nonresidential HVAC         0.038
    • Petroleum Business Tax - Diesel Nonresidential HVAC             0.05
    • Petroleum Business Tax - Diesel Railroad Use                         0.088
  • https://www.tax.ny.gov/pdf/publications/multi/pub908_118.pdf

North Carolina

RATE-10841

  • Added new State tax rates effective January 1, 2017:
    • PTO Non-Highway Refund and Off-Highway Refund                 0.343
    • State - Annual Road Tax                                                         0.343
    • State Sales Tax – General Non-Hwy Use                                 0.157
  • Added new State tax rates effective January 1, 2018:
    • State Sales Tax - Tax Paid Motor Fuel                                     0.164
    • State Road Tax Refund                                                           0.341
    • State Road Tax                                                                       0.351

Ohio

RATE-10844

  • Obsoleted the Petroleum Activity Tax rate of 0.0065 December 31, 2017.
  • Added Petroleum Activity Tax rates effective January 1, 2018:
    • Gasoline                                                                                 0.010283
    • Diesel                                                                                    0.011005          
    • High Sulfur Diesel – Dyed                                                       0.011005
    • Low Sulfur Diesel - Dyed                                                         0.011005
    • Kerosene                                                                                0.011005
    • Propane                                                                                 0.004856
  • Added new spot rates for Petroleum Activity Tax effective January 1, 2018:
    • Gasoline                                                                                  1.582
    • Diesel                                                                                    1.693
    • Propane                                                                                    0.747
  • https://www.tax.ohio.gov/Portals/0/petroleum_activity/PAT-Spot-Price/SpotPricePublication1stquarter2018.pdf?utm_source=Tax.Ohio.Gov+Tax+Alerts

Pennsylvania

RATE-10845

  • Added new tax rates effective January 1, 2017:
  • State Oil Franchise Tax Not Subject to Discount - Electricity                  0.0037
  • State Oil Franchise Tax Not Subject to Discount - CNG                         0.458
  • State Oil Franchise Tax Not Subject to Discount – LNG                         0.516
  • State Oil Franchise Tax Not Subject to Discount - Propane/LPG            0.338
  • State Oil Franchise Tax Not Subject to Discount - E-85                         0.329
  • State Oil Franchise Tax Subject to Discount - Electricity                        0.0137
  • State Oil Franchise Tax Subject to Discount - CNG                               0.123
  • State Oil Franchise Tax Subject to Discount - LNG                                0.139
  • State Oil Franchise Tax Subject to Discount - Propane/LPG                  0.091
  • State Oil Franchise Tax Subject to Discount - E-85                               0.089
  • State Alternative Fuel - Electricity Tax                                                  0.0174
  • Added new tax rates effective January 1, 2018:
  • State Alternative Fuel - CNG Tax                                                         0.576
  • State Alternative Fuel - Ethanol Tax                                                     0.384
  • State Alternative Fuel - E-85 Tax                                                          0.413
  • State Alternative Fuel - Hydrogen Tax                                                  0.576
  • State Alternative Fuel - LNG Tax                                                          0.648
  • State Alternative Fuel - LPG Tax                                                          0.425
  • State Alternative Fuel - Methanol Tax                                                   0.289
  • State Alternative Fuel - M-85 Tax                                                         0.332
  • State Gasoline Tax                                                                              0.117
  • State Diesel Tax                                                                                 0.117
  • State Jet Fuel Tax                                                                               0.018
  • State Aviation Gas Tax                                                                        0.057

United States

RATE-10862

 

Vermont

RATE-10891

  • Added new State Gasoline Transportation Infrastructure Assessment tax rate of 0.0422 effective January 1, 2018.

 

West Virginia

RATE-10843

  • Added new State Excise rates effective January 1, 2018:
    • State CNG Combined Tax                                           0.205
    • State LPG Variable Tax                                               0.05
    • State CNG Variable Tax                                              0.032

Sales and Use

United States

Alabama 

RATE-10870

Arizona

RATE-10822

  • Added new Sales and Use tax rates effective November 1, 2016:
  • Globe City Utilities Transaction Privilege Tax                                                                   0.023
  • Globe City Communications Transaction Privilege Tax                                                  0.023
  • Globe City Transporting Transaction Privilege Tax                                                        0.023
  • Globe City Publication Transaction Privilege Tax                                                           0.023
  • Globe City Job Printing Transaction Privilege Tax                                                         0.023
  • Globe City Restaurants and Bars Transaction Privilege Tax                                           0.023
  • Globe City Amusements Transaction Privilege Tax                                                       0.023
  • Globe City Contracting-Prime Transaction Privilege Tax                                                0.023
  • Globe City Contracting-Speculative Builders Transaction Privilege Tax                           0.023
  • Globe City Retail Sales Transaction Privilege Tax                                                         0.023
  • Globe City Advertising Transaction Privilege Tax                                                              0.023
  • Globe City Timbering and Other Extraction Transaction Privilege Tax                              0.023
  • Globe City Manufactured Buildings Transaction Privilege Tax                                        0.023
  • Globe City Hotels Transaction Privilege Tax                                                                     0.023
  • Globe City Retail Sales Food for Home Consumption Transaction Privilege Tax             0.023
  • Globe City Hotel/Motel (Additional Tax) Transaction Privilege Tax                                   0.023
  • Globe City Commercial Rental, Leasing & Licensing for Use Transaction Privilege Tax                    0.023
  • Added new Sales and Use tax rate effective January 1, 2018:
    • Globe City Rental, Leasing & Licensing for Use of TPP Transaction Privilege Tax           0.023
    • Pima County Recreational Vehicle Surcharge Transaction Privilege Tax                         0
  • https://www.azdor.gov/Portals/0/TPT/TPT_Updates_1711.pdf

https://www.azdor.gov/Portals/0/TPTRates/11012016%20RateTable.pdf

*RATE-10893

  • Added new City Sales and Use tax rates effective January 1, 2018:
    • Prescott City Jet Fuel Tax Over 10 Million Transaction Privilege Tax      0.0275
    • Prescott City Transaction Privilege Tax                                                 0.0275
  • https://www.azdor.gov/Portals/0/TPT/TPT_Updates_1712.pdf

Arkansas  

RATE-10821

  • Added new Sales and Use Tax rates effective January 1, 2018:
    • De Witt City Sales and Use Tax                                               0.02
    • Hamburg City Sales and Use Tax                                            0.02
    • Mountain Home City Sales and Use Tax                                   0.01375
    • Malvern City Sales and Use Tax                                              0.02
    • Bull Shoals City Sales and Use Tax                                          0.02
    • Brinkley City Sales and Use Tax                                              0.03
    • North Little Rock City Sales and Use Tax                                  0.02
    • Tontitown City Sales and Use Tax                                            0.0275
    • Franklin County Sales and Use Tax                                          0.02
    • Woodruff County Sales and Use Tax                                        0.02

California

RATE-10849

  • Added new rates for Vehicle License Recovery effective January 1, 2010:
    • Vehicle License Recovery Fee 1                                  0
    • Vehicle License Recovery Fee 2                                  0

Colorado

RATE-10863

  • Added new Sales and Use tax rates effective January 1, 2018:
  • Firestone City                                     0.036
  • Fort Morgan City                                 0.04
  • Haxtun City                                        0.035
  • Rocky Ford City                                  0.04
  • Clear Creek County                            0.0165
  • Las Animas County                             0.015
  • Larimer County                                   0.0055
  • Ouray County                                     0.0255
  • San Juan County                                0.065
  • Longmont City                                    0.0353
  • Longmont City County                         0.0353
  • Pueblo City                                         0.037
  • Pueblo City County                             0.037

Georgia

RATE-10871

  • Added new state taxes effective January 1, 2018:
    • Gasoline                                             0.268
    • Undyed Diesel                                    0.3
    • Dyed Diesel                                        0.3
    • LPG                                                   0.268
    • Special Fuel                                        0.268
    • CNG                                                   0.268
    • Non-Aviation Licensee                         0.268
  • Added new city sales and use tax rates effective January 1, 2018:
    • Atlanta City Gasoline                           0.02115
    • Atlanta City Diesel                              0.02401
    • Atlanta City Special Fuel                      0.02037
  • Added new local prepaid sales and use tax rates effective January 1, 2018 for all 159 counties for product types of Gasoline, Fuel Oils Clear, LNG and Special Fuels. 
  • https://dor.georgia.gov/motor-fuel-rates 

Illinois

RATE-10835

RATE-10853

  • Added new State Prepaid Sales Tax rates effective January 1, 2018.
  • State Prepaid Sales Tax                                                          0.14
  • State Prepaid Sales Tax – Gasohol                                         0.14
  • http://tax.illinois.gov/TaxRates/PrepaidSalesTax.htm

RATE-10865

  • Added new Sales and Use Tax rates effective January 1, 2018.
  • Assumption City Sales/Use Tax                                   0.01
  • Mount Vernon City Sales/Use Tax                                0.025
  • New Lenox City Sales/Use Tax                                    0.02
  • Phoenix City Sales/Use Tax                                         0.01
  • Thornton City Sales/Use Tax                                       0.005
  • Williamsville City Sales/Use Tax                                   0.01
  • Woodstock City Sales/Use Tax                                    0.01

*RATE-10903

Kansas

RATE-10825

  • Added new Sales and Use tax rates effective January 1, 2018:
  • Herington KS City Sales and Use Tax                          0.015
  • Merriam KS City Sales and Use Tax                             0.015
  • Mission Woods                                                           0.01
  • Edwardsville Village South CID                                    0.01
  • El Dorado Red Coach Inn CID                                     0.02
  • Lansing Speedway CID                                               0.01
  • Olathe Station CID                                                      0.01
  • Olathe Ridgeview Marketplace CID                              0.01
  • Topeka SW 29th St. CID                                             0.01                             
  • Wichita Downtown Hilton CID                                      0.015

Michigan

RATE-10847

  • Added new Sales Tax Discount rates effective January 1, 2017 for monthly, quarterly, and annual Sales, Use and Withholding Tax forms:
  • Michigan Sales Tax Discount Monthly                                                              -0.6667
  • Michigan Sales Tax Discount Quarterly                                                            -0.6667
  • Michigan Sales Tax Discount Tier 1 - Monthly Early Filing                                 -6
  • Michigan Sales Tax Discount Tier 1 - Monthly Timely Filing                               -6
  • Michigan Sales Tax Discount Tier 1- Quarterly Early Filing                                -18
  • Michigan Sales Tax Discount Tier 1 - Quarterly Timely Filing                             -18
  • Michigan Sales Tax Discount Tier 2 - Monthly Early Filing                                 -0.005
  • Michigan Sales Tax Discount Tier 2 - Monthly Timely Filing                               -0.00333
  • Michigan Sales Tax Discount Tier 2- Quarterly Early Filing                                -0.005
  • Michigan Sales Tax Discount Tier 2 - Quarterly Timely Filing                             -0.00333
  • Michigan Sales Tax Discount Tier 1 - Annual Early Filing                                  -0.6667
  • Michigan Sales Tax Discount Tier 2 - Annual Timely Filing                                -72
  • Michigan Sales Tax Early Payment - Early Payment                                         0
  • Michigan Sales Tax Early Payment - Timely Payment                                       0

Minnesota

RATE-10826

  • Added new Sales and Use tax rates effective January 1, 2018:
  • Morrison County Sales and Use Tax Transit                                                                 0.005
  • Mower County Sales and Use Tax Transit                                                                    0.005
  • Nicollet County Sales and Use Tax Transit                                                                   0.005
  • Polk County Sales and Use Tax Transit                                                                                                                                                                          0.0025
  • Stearns County Sales and Use Tax Transit                                                                                                                                                                     0.0025
  • East Grand Forks City Sales and Use Tax                                                                    0.01
  • Fergus Falls City Sales and Use Tax                                                                            0.005
  • Walker City Sales and Use Tax                                                                                    0.015
  • Crow Wing Co. Garrison Kathio West Mille Lacs Lake Sanitary District Sales and Use Tax SPD    0.01
  • MN Sales and Use Tax SPD                                                                                       0

Missouri

RATE-10868

  • Added new Sales and Use tax rates effective January 1, 2018:
    • Chariton County Sales/Use Tax                                   0.0175
    • Clay County Sales/Use Tax                                         0.0125
    • Dunklin County Sales/Use Tax                                     0.015
    • Kennett City Sales/Use Tax                                         0.0325
    • Carrollton City Sales/Use Tax                                      0.0175
    • Charleston City Sales/Use Tax                                     0.02
    • Macon City Sales/Use Tax                                           0.0175
    • Viburnum City Sales/Use Tax                                      0.015
    • Jennings Station CID                                                   0.01
    • Camden Ozark Bbq Cid/Cam-Mo Amb Dist                  0.01
  • http://dor.mo.gov/business/sales/

New Jersey

*RATE-10894

New Mexico

RATE-10866

  • Added Gross Receipts Sales and Use tax rates effective January 1, 2018:
    • Chaves County                                   0.013958
    • Eddy County                                      0.008133
    • Rio Arriba County                               0.0175
    • Santa Fe County                                 0.02
    • Socorro County                                  0.0125

New York

RATE-10872

  • Added New York City and County Motor Fuel Sales and Use tax rate of 0 effective September 1, 2016.

Ohio

RATE-10828

  • Added County Sales and Use tax rates effective January 1, 2018:
    • Knox County                                                               0.015
    • Warren County                                                           0.0125
  • https://www.tax.ohio.gov/sales_and_use/rate_changes.aspx

Oklahoma

RATE-10829

  • Added Sales and Use tax rates effective January 1, 2018:
    • City of Pryor Creek                                                      0.04
    • City of Boley                                                              0.05
    • Oklahoma City                                                            0.04125
    • Midwest City                                                               0.046
    • Major County                                                              0.0175
  • https://www.ok.gov/tax/Businesses/Tax_Types/Business_Sales_Tax/New_Rates_and_Effective_Dates/

Puerto Rico

RATE-10823

  • Added new County Sales and Use tax rates effective July 1, 2015:
  • Adjuntas PR Sales and Use Tax                                  0.01
  • Aguada PR Sales and Use Tax                                    0.01
  • Aguadilla PR Sales and Use Tax                                  0.01
  • Aguas Buenas PR Sales and Use Tax                          0.01
  • Aibonito PR Sales and Use Tax                                   0.01
  • Anasco PR Sales and Use Tax                                    0.01
  • Arecibo PR Sales and Use Tax                                    0.01
  • Arroyo PR Sales and Use Tax                                     0.01
  • Barceloneta PR Sales and Use Tax                              0.01
  • Barranquitas PR Sales and Use Tax                            0.01
  • Bayamon PR Sales and Use Tax                                 0.01
  • Cabo Rojo PR Sales and Use Tax                                0.01
  • Caguas PR Sales and Use Tax                                    0.01
  • Camuy PR Sales and Use Tax                                     0.01
  • Canovanas PR Sales and Use Tax                              0.01
  • Carolina PR Sales and Use Tax                                   0.01
  • Catano PR Sales and Use Tax                                     0.01
  • Cayey PR Sales and Use Tax                                      0.01
  • Ceiba PR Sales and Use Tax                                       0.01
  • Ciales PR Sales and Use Tax                                      0.01
  • Cidra PR Sales and Use Tax                                       0.01
  • Coamo PR Sales and Use Tax                                     0.01
  • Comerio PR Sales and Use Tax                                   0.01
  • Corozal PR Sales and Use Tax                                    0.01
  • Culebra PR Sales and Use Tax                                    0.01
  • Dorado PR Sales and Use Tax                                    0.01
  • Fajardo PR Sales and Use Tax                                    0.01
  • Florida PR Sales and Use Tax                                     0.01
  • Guanica PR Sales and Use Tax                                   0.01
  • Guayama PR Sales and Use Tax                                 0.01
  • Guayanilla PR Sales and Use Tax                                0.01
  • Guaynabo PR Sales and Use Tax                                0.01
  • Gurabo PR Sales and Use Tax                                    0.01
  • Hatillo PR Sales and Use Tax                                      0.01
  • Hormigueros PR Sales and Use Tax                            0.01
  • Humacao PR Sales and Use Tax                                 0.01
  • Isabela PR Sales and Use Tax                                     0.01
  • Jayuya PR Sales and Use Tax                                     0.01
  • Juana Diaz PR Sales and Use Tax                               0.01
  • Juncos PR Sales and Use Tax                                     0.01
  • Lajas PR Sales and Use Tax                                       0.01
  • Lares PR Sales and Use Tax                                       0.01
  • Las Marias PR Sales and Use Tax                               0.01
  • Las Piedras PR Sales and Use Tax                              0.01
  • Loiza PR Sales and Use Tax                                       0.01
  • Luquillo PR Sales and Use Tax                                    0.01
  • Manati PR Sales and Use Tax                                     0.01
  • Maricao PR Sales and Use Tax                                   0.01
  • Maunabo PR Sales and Use Tax                                 0.01
  • Mayaguez PR Sales and Use Tax                                0.01
  • Moca PR Sales and Use Tax                                       0.01
  • Morovis PR Sales and Use Tax                                    0.01
  • Naguabo PR Sales and Use Tax                                  0.01
  • Naranjito PR Sales and Use Tax                                  0.01
  • PR County Sales and Use Tax                                     0
  • Orocovis PR Sales and Use Tax                                  0.01
  • Patillas PR Sales and Use Tax                                     0.01
  • Penuelas PR Sales and Use Tax                                 0.01
  • Ponce PR Sales and Use Tax                                      0.01
  • Quebradillas PR Sales and Use Tax                             0.01
  • Rincon PR Sales and Use Tax                                     0.01
  • Rio Grande PR Sales and Use Tax                              0.01
  • Sabana Grande PR Sales and Use Tax                        0.01
  • Salinas PR Sales and Use Tax                                    0.01
  • San German PR Sales and Use Tax                            0.01
  • San Juan PR Sales and Use Tax                                 0.01
  • San Lorenzo PR Sales and Use Tax                            0.01
  • San Sebastian PR Sales and Use Tax                          0.01
  • Santa Isabel PR Sales and Use Tax                             0.01
  • Toa Alta PR Sales and Use Tax                                   0.01
  • Toa Baja PR Sales and Use Tax                                  0.01
  • Trujillo Alto PR Sales and Use Tax                               0.01
  • Utuado PR Sales and Use Tax                                     0.01
  • Vega Alta PR Sales and Use Tax                                 0.01
  • Vega Baja PR Sales and Use Tax                                0.01
  • Vieques PR Sales and Use Tax                                   0.01
  • Villalba PR Sales and Use Tax                                     0.01
  • Yabucoa PR Sales and Use Tax                                  0.01
  • Yauco PR Sales and Use Tax                                      0.01
  • Puerto Rico Sales and Use Tax                                   0.105

South Dakota

RATE-10867

  • Added City Sales and Use tax rates effective January 1, 2018:
    • Lake Norden City                                                        0.02
    • Bradley City                                                                0.02
  • http://dor.sd.gov/Publications/Newsletters/2017/Winter2017.pdf

Texas

RATE-10830

Washington

RATE-10831

  • Added Sales and Use tax rates effective January 1, 2018:
  • Blaine City Sales and Use Tax - Whatcom County - State Location 3702            0.022
  • Pacific County Sales and Use Tax                                                                    0.016
  • Ilwaco City Sales and Use Tax - Pacific County - State Location 2501                0.016
  • Long Beach City Sales and Use Tax - Pacific County - State Location 2502        0.016
  • Raymond City Sales and Use Tax - Pacific County - State Location 2503           0.016
  • South Bend City Sales and Use Tax - Pacific County - State Location 2504        0.016
  • Port Angeles City Sales and Use Tax - Clallam County - State Location 0502     0.021

RATE-10855

  • Added 418 new City and County Sales and Use tax rates effective January 1, 2018 for Multi-Purpose Combined Excise Tax Return.

*RATE-10892

  • Added new City and County Sales and Use tax rate of 0 as a  placeholders effective January 1, 2018 for Multi-Purpose Combined Excise Tax Return.
  • WA City Natural Gas Tax
  • WA City Natural Gas Tax
  • WA City Natural Gas Tax
  • WA City Natural Gas Tax
  • WA Convention and Trade Center Tax
  • WA Convention and Trade Center Non RTA Tax
  • WA Convention and Trade Center Non RTA Small Room Tax
  • Non-R.T.A WA Convention and Trade Center Tax
  • WA City Sales/Use HBZ Tax
  • WA City Hotel/Motel Tax
  • WA City Hotel/Motel HBZ Tax
  • WA City Hotel/Motel HBZ Tax
  • WA City Hotel/Motel Non RTA Tax
  • WA Unincorp. Hotel/Motel Non RTA / HBZ Tax
  • WA Unincorp. Hotel/Motel Non RTA / HBZ Tax
  • WA City Hotel/Motel Non RTA Tax
  • WA Unincorp. Hotel/Motel Non RTA Tax
  • WA Unincorp. Hotel/Motel PTBA Tax
  • WA Unincorp. Hotel/Motel PTBA / HBZ Tax
  • WA Unincorp. Hotel/Motel PTBA / HBZTax
  • WA Unincorp. Hotel/Motel PTBA Non RTA Tax
  • WA Unincorp. Hotel/Motel PTBA Non RTATax
  • WA Unincorp. Hotel/Motel PTBA Tax
  • WA City Hotel/Motel Tax
  • WA City Sales/Use Non RTA Tax
  • WA Unincorp. Non RTA/HBZ Tax
  • WA Unincorp. PTBA Tax
  • WA Unincorp. PTBA/HBZ Tax
  • WA Unincorp. PTBA/Non RTA Tax
  • WA Rental Car Tax Rate
  • WA Non RTA Rental Car Tax Rate
  • WA City Tourism Promotion Area Tax
  • WA City Tourism Promotion Area HBZ Tax
  • WA Unincorp. Tourism Promotion Area Non RTA Tax
  • WA Unincorp. Tourism Promotion Area Non RTA / HBZ Tax
  • WA Unincorp. Tourism Promotion Area PTBA Tax
  • WA Unincorp. Tourism Promotion Area PTBA / HBZ Tax
  • WA Unincorp. Tourism Promotion Area PTBA / Non RTA Tax
  • WA City Tourism Promotion Area Zone A Tax
  • WA Tourism Promotion Area Zone B Tax
  • WA Tourism Promotion Area Zone C Tax
  • WA Tourism Promotion Area Zone D Tax
  • WA Tourism Promotion Area Zone E Tax
  • WA Tourism Promotion Area Zone F Tax

West Virginia

RATE-10832

  • Added City Sales and Use tax rates effective January 1, 2018:
    • City of Wayne                                                 0.01
    • City of Weston                                                0.01
    • City of White Hall                                            0.01
  • http://tax.wv.gov/Business/SalesAndUseTax/MunicipalSalesAndUseTax/Pages/MunicipalSalesAndUseTax.aspx

Wisconsin

RATE-10833

Scenario Updates

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

Canada

New Brunswick

RTEF-42386

  • Modified scenarios/schedule products to include the following missing product categories on the Generic Fuel Collector Summary Form (FTG-FTD-NB) [Taxpayer Type COL] effective June 1, 2014 for schedules INT01, INT02, INT03, INT05, INT06, INT07, INT08, INT09, INT10, SUP01, SUP04, and SUP05:
    • Biodiesel 100% Dyed (13)
    • Biodiesel Blends Dyed (15)
    • Biodiesel 99.9% Dyed (27)
    • Other Nontaxable Diesel (39)
  • Modified scenarios/schedule products to remove invalid product category Heating Oil Undyed (31) on the Generic Fuel Collector Summary Form (FTG-FTD-NB) [Taxpayer Type COL] effective June 1, 2014 for schedules INT01, INT02, INT03, INT05, INT06, INT07, INT08, INT09, INT10, SUP01, SUP04, and SUP05.

United States

Kentucky

RTEF-42081

  • Obsoleted the product category Blend Stock (7) in scenario/schedule products for the Licensed Gasoline Dealer’s Monthly Report (72A089) [Taxpayer Type DLRG] effective December 31, 2017 for schedules 1, 2, 2A, 2B, 3, 5D, 6, 7, 8, and 10I.

North Carolina

RTEF-40784

  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Monthly Bulk Plant Exporter Return (GAS-1239) [Taxpayer Type EXPBP] effective November 30, 2017 for schedule 7F:
    • Ethanol (12)
    • Methanol (13)

RTEF-40787

  • Obsoleted the following product categories in scenario/schedule products for the revised Motor Fuel Backup Tax Return (GAS-1259) [Taxpayer Type BCKUP] effective November 30, 2017 for schedules 5U, 5V, and 5W:
    • Ethanol (12)
    • Methanol (13)
  • Modified scenarios/schedule products to remove invalid product category Kerosene – Dyed (11) on the Motor Fuel Backup Tax Return (GAS-1259) [Taxpayer Type BCKUP] effective January 1, 2008 for schedules 5U and 5V.

RTEF-42204

  • Added the product category Blend Components (6) in scenario/schedule products on the revised Motor Fuel Terminal Operator Return (GAS-1204) [Taxpayer Type TOR] effective December 1, 2017 for schedules 15A, 15B, and INT01.

RTEF-42206

  • Added the product category Blend Components (6) in scenario/schedule products on the revised Motor Fuel Bonded Importer Return (GAS-1219-IMPB) [Taxpayer Type IMPB] effective December 1, 2017   for schedules 1, 3, 5A, 7, 8, 9A, 9C, 9E, 9F, 9G, 11, INT01, and INT02.

RTEF-42208

  • Added the product category Blend Components (6) in scenario/schedule products on the revised Motor Fuel Tankwagon Importer Return (GAS-1219-IMPT) [Taxpayer Type IMPT] effective December 1, 2017 for schedules 1, 3, 5A, 7, 8, 9A, 9C, 9E, 9F, 9G, 11, INT01, and INT02.

RTEF-42210

  • Added the product category Blend Components (6) in scenario/schedule products on the revised Motor Fuel Occasional Importer Return (GAS-1219-IMPO) [Taxpayer Type IMPO] effective December 1, 2017 for schedules 1, 3, 5A, 7, 8, 9A, 9C, 9E, 9F, 9G, 11, INT01, and INT02.

Rhode Island

RTEF-41467

  • Added scenario schedules/scenario ids to support the Hard-to-Dispose Material Wholesale Tax Return (HTDT-3) [Taxpayer Type HTDH] effective March 1, 2012 for the following schedules:
    • INT01             48150
    • INT02             48151
    • INT03             48152
    • INT04             48153
    • INT05             48154
    • INT06             48155
    • INT07             48156

Sales and Use

United States

Alabama

RTEF-40818

  • Added scenario schedules/scenario ids to support the new DeKalb County Sales & Use Tax Return (DEKALB) [Taxpayer Type SUCDE] effective January 1, 2017 for the following schedules:
    • INT01I             97068
    • INT01T            97069
    • INT01E           97070
    • INT02I             97071
    • INT02T            97072
    • INT02E           97073

New York

RTEF-40696

  • Added scenario schedules/scenario ids to support the new State and Local Sales and Use Tax Return for Part-Quarterly (Monthly) Filers (ST-809) [Taxpayer Type SLSU] effective January 1, 2017 for the following schedules:
    • INT01I             98608
    • INT01T            98609
    • INT02I             98610
    • INT02T            98611

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 12 revised forms and 3 new forms.                

Fuel

United States

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.

Hawaii

RTEF-40573

  • Modified the Monthly Return of Liquid Fuel Tax and Environmental Response Tax (M-20A) [Taxpayer Type DST] to use the Alternate Jurisdiction value on Schedules INT01 and INT02 from the field destination_alt_location for Page 3 Part II.
  • 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.

Iowa

RTEF-40590 (ADM-10288)

  • Added a new Iowa specific schedule validation rule on Iowa Blender (80-010-BLD) [Taxpayer Type BLD] to check for special characters in bill of lading field.
  • 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-41615

  • Added a new Iowa specific schedule validation rule on Iowa Supplier (80-010-SPL) [Taxpayer Type SPL] to check for special characters in bill of lading field.
  • 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-41618

  • Added a new Iowa specific schedule validation rule on Iowa Importers - first half of month (80-010-IMP1) [Taxpayer Type IMP1] to check for special characters in bill of lading field.
  • 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-41619

  • Added a new Iowa specific schedule validation rule on Iowa Importers - second half of month (80-010-IMP2) [Taxpayer Type IMP2] to check for special characters in bill of lading field.
  • 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-41620

  • Added a new Iowa specific schedule validation rule on Iowa Restrictive Suppliers (80-010-SPLR) [Taxpayer Type SPLR] to check for special characters in bill of lading field.
  • 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-41621

  • Added a new Iowa specific schedule validation rule on Iowa Terminal Operator (83-010) [Taxpayer Type TOR] to check for special characters in bill of lading field.
  • 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-41622

  • Added a new Iowa specific schedule validation rule on Iowa Transporter (83-020) [Taxpayer Type TRN] to check for special characters in bill of lading field.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

Louisiana

RTEF-41932 (ADM-10893)

  • Modified the Louisiana Dealer Special Fuel Return (R-5018) [Taxpayer Type DLRSF] with the following change:
    • Provided prompt for the Revenue Account Number to be entered, instead of using the FEIN.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42161 (ADM-10944)

  • Modified the Louisiana Terminal Operator Return (R-5393) [Taxpayer Type TOR] so that preparer fields are populated only if a preparer exists.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Kentucky

RTEF-41855 (ADM-10883)

  • Realigned and obsoleted product codes, modified product descriptions, and renamed product category for KY jurisdiction.  Changes included:
    • Updated product description for 092 Undefined Products (Transmix).
    • Realigned product code 092 Undefined Products (Transmix) to product category 1 – Gasoline
    • Realigned product code 122 Blending Components to product category 1 – Gasoline
    • Set obsolete date of 12/31/2017 for 055 Butane.
    • Set obsolete date of 12/31/2017 for 139 Gasohol 10%.
    • Set obsolete date of 12/31/2017 for 140 Gasohol 5.7%.
    • Set obsolete date of 12/31/2017 for 141 Gasohol 7.7%.
    • Renamed product category 8 - Compressed and Liquefied Gas.
  • 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-42076 (ADM-10921)

  • Updated the Licensed Gasoline Dealer's Monthly Report (72A089) [Taxpayer Type DLRG] validation so that the following fields are optional:
    • Address change checkbox
    • EFT Payment checkbox
    • Line 9 Gasoline lost through accountable losses
    • Line 13 Tax rate adjustment gallons inventory
    • Line 18 Dealer compensation allowance
    • Line 20 Credits for previous payments and other authorized credits 
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-42081 (ADM-10883)

  • Modified the schedule validation for Licensed Gasoline Dealer's Monthly Report (72A089) [Taxpayer Type DLRG] effective January 1, 2018 so that Blend Stock is no longer a valid product category. Changes were made as part of product category realignment for KY jurisdiction.
  • 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-42115 (ADM-10883)

  • For the Licensed Special Fuel Dealer's Monthly Report (72A138) [Taxpayer Type DLRSF], schedule transaction rules were modified so 054 Propane is invalid.  Changes were made as part of product category realignment for KY jurisdiction.
  • 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.

Massachusetts

RTEF-42070 (ADM-10919)

  • Added revised Underground Storage Tank (Form 500) [Taxpayer Type UST] Effective December 1, 2017 with the following changes:
    • Modify eFile amended preferences to indicate full replacement (all schedules, overall values)
    • NOTE:  Test files have been submitted to the state and are pending approval.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

RTEF-42133 (ADM-10939)

  • Added Underground Storage Tank mapping to eFile (EXCEL) effective December 1, 2017.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

Minnesota

RTEF-39786 (ADM-9819)

  • Updated Minnesota Terminal Operator (ZY-MN-01) [Taxpayer Type TOR] with cosmetic change only, removing internal reference from the bottom of the PDF created by Avalara.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Nebraska

RTEF-40888 (ADM-10455)

  • Added transaction validation for the Monthly Fuel Tax Return (FORM 73) [Taxpayer Type DST] so that gallons cannot be zero.
  • 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.

New Jersey

RTEF-40105

  • Updated Taxpayer ID format to match New Jersey preferred formatting and added page numbers on associated schedules for Export Certificate (MFA-4) [Taxpayer Type EXP] effective June 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40107

  • Updated Taxpayer ID format to match New Jersey preferred formatting for Distributor of Motor Fuels Tax Return (DMF-10) [Taxpayer Type DSTMF] effective June 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40111

  • Updated Taxpayer ID format to match New Jersey preferred formatting for New Jersey Petroleum Products Gross Receipts (PPT-10) [Taxpayer Type GRSRT] effective June 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40112

  • Updated Taxpayer ID format to match New Jersey preferred formatting for New Jersey Petroleum Products Gross Receipts Tax Monthly Remittance (PPT-41) [Taxpayer Type RMTGR] effective June 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

North Carolina

RTEF-40782

  • Added revised Motor Fuel Claim for Refund Exempt Entities - US Government (GAS-1206) [Taxpayer Type REX01] with minor changes to PDF effective December 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-40784

  • Added revised Motor Fuel Monthly Bulk Plant Exporter Return (GAS-1239) [Taxpayer Type EXPBP] 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.
    • This update affects the calculations on the return – please review values that are calculated differently due to this change

RTEF-40787

  • Added revised Motor Fuel Backup Return (GAS-1259) [Taxpayer Type BCKUP] effective December 1, 2017.  Changes included minor modifications to schedule descriptions, cosmetic changes to return PDF, 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.
    • This update affects the calculations on the return – please review values that are calculated differently due to this change

RTEF-42204

  • Modified Motor Fuel Transporter Return (GAS-1204) [Taxpayer Type TOR] effective December 1, 2017 to include product category 6 (blending components) as 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-42206

  • Modified Motor Fuel Importer Return (Bonded) (GAS-1219) [Taxpayer Type IMPB] effective December 1, 2017 to include product category 6 (blending components) as 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-42208

  • Modified Motor Fuel Importer Return (Tankwagon) (GAS-1219) [Taxpayer Type IMPT] effective December 1, 2017 to include product category 6 (blending components) as 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-42210

  • Modified Motor Fuel Importer Return (Occasional) (GAS-1219) [Taxpayer Type IMPO] effective December 1, 2017 to include product category 6 (blending components) as 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-42278

  • Added revised Motor Fuel Claim for Refund Exempt Entities - State of North Carolina (GAS-1206) [Taxpayer Type REX02] with minor changes to PDF effective December 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42280

  • Added revised Motor Fuel Claim for Refund Exempt Entities - NC Local Board of Education (GAS-1206) [Taxpayer Type REX03] with minor changes to PDF effective December 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42286

  • Added revised Motor Fuel Claim for Refund Exempt Entities - NC Charter School (GAS-1206) [Taxpayer Type REX04] with minor changes to PDF effective December 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42288

  • Added revised Motor Fuel Claim for Refund Exempt Entities - NC Community College (GAS-1206) [Taxpayer Type REX06] with minor changes to PDF effective December 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42290

  • Added revised Motor Fuel Claim for Refund Exempt Entities - NC County, Municipal Corporation or Hospital Authority (GAS-1206) [Taxpayer Type REX07] with minor changes to PDF effective December 1, 2017.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Oregon

RTEF-40233

  • Modified return calculations on the Use Fuel Seller Tax Report (735-1334) [Taxpayer Types USESM, USESQ, USSA] to only use billed gallons for schedules 5CRD, 5FLT, 6RTL and 10G even if the reporting method indicator is changed from billed gallons to net or gross.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Rhode Island

RTEF-41467 (ADM-10757)

  • Added revised Hard-to-Dispose Material Wholesale Tax Return (HTDT-3) [Taxpayer Type HTDH] with cosmetic changes effective December 1, 2017, including dynamically populated tax rates on the return.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

South Carolina

RTEF-42435

  • Corrected Annual Terminal Operator Return (L-2101) [Taxpayer Type ANT] effective January 1, 2017 to summarize product code 092 under Other / Substitute Fuel column.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Texas

RTEF-41864

  • Modified Transporter (06-128) [Taxpayer Type TRN] validation rules for various schedules to remove the Bill of Lading (document number) character length check.
  • 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-41871

  • Modified Blender Gasoline (06-168A-BLDG) [Taxpayer Type BLDG] validation rules for various schedules to remove the Bill of Lading (document number) character length check.
  • 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-41879

  • Modified Blender Diesel (06-168A-BLDD) [Taxpayer Type BLDD] validation rules for various schedules to remove the Bill of Lading (document number) character length check.
  • 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-41993

  • Updated Texas eFile version 4030 to no longer truncate Bill of Lading (document number) to 9 characters.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

United States

RTEF-41815

  • Modified Excise Tax Return (Form 720) [Taxpayer Type EXCIS] return to generate page for 'Other Claims' as applicable.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-41969 (ADM-10899)

  • Added revised Excise Tax Return (Form 720) [Taxpayer Type EXCIS] effective October 1, 2017 with cosmetic changes.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Virginia

RTEF-41743 (ADM-10853)

  • Updated validation for receipt, disbursement, and diversion schedules for the Supplier’s Report (FT-451) [Taxpayer Type SPL] to allow negative gallons for sequence 0.
  • 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-41789 (ADM-10869)

  • Updated validation for Schedule 15C and Ending Inventory Schedule INT06 for the Supplier’s Report (FT-451) [Taxpayer Type SPL] to allow negative or zero gallons for sequence 0.
  • 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.

Washington

 RTEF-41452 (ADM-10748)

  • Updated schedule validation for the Fuel Carrier Report (FT-441-868) [Taxpayer Type CAR] so that buyer or seller FEIN or SSN cannot be '999999999'.
  • 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-42457 (ADM-11066)

  • Corrected Supplier Tax Report (FR-441-867) [Taxpayer Type SPL] line 31 calculation.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Wisconsin

RTEF-42471 (ADM-11078)

  • Modified XML mapping for the Terminal Operator Monthly Fuel Summary Report (MF-002W-TOR) [Taxpayer Type TOR] to omit carrier, seller and buyer elements when mode is BA.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

RTEF-42502

  • Modified schedule validation on the Terminal Operator Monthly Fuel Summary Report (MF-002W-TOR) [Taxpayer Type TOR] to require carrier, consignor or buyer only when mode is not BA or RT.
  • 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.

Sales and Use

 

Alabama

RTEF-40818

  • Added new County of DeKalb Sales & Use Tax Return (DEKALB) [Taxpayer Type SUCDE] 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.

Georgia

RTEF-42212

  • Corrected the Sales and Use Tax Return (ST-3) [Taxpayer Type SLS] calculation on page 3, line 45, for Wilcox use tax amount.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

New York

RTEF-40696 (ADM-10611)

  • Added new State and Local Sales and Use Tax Return for Part-Quarterly (Monthly) Filers (ST-809) [Taxpayer Type SLSU] 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-42377
  • Added new State and Local Quarterly Sales and Use Tax Return for Part-Quarterly (Monthly) Filers (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.

Tennessee

RTEF-41511

  • Modified the State and Local Sales and Use Tax Return (SLSU450) [Taxpayer Type SLSU2] to change the following prompts on the Form Manual Entry tab to be optional:
    • Payment amount (to authorize payment in eFile)
    • Payment date (to authorize payment in eFile)
  • Actions:
    • This update affects the validation of fields on the affected return – any warnings or errors will need to be reviewed, changes to imported data may be required.
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

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-41277 (ADM-10656)

  • Updated unit of measure description ‘Ton (US)’ to ‘Ton (Short)’.  Also added unit of measure conversion to/from Ton (Metric) to Ton (Short).

RTEF-42256

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

ZMS-28211

  • Added ability to import data into Avalara Returns Excise using Amazon’s Simple Storage Service (S3).
    • The intent of this functionality is to allow users to import data without having to upload data files within Avalara Returns Excise.   The user will place a data file in a bucket which resides in S3.  Avalara Returns Excise will periodically scan S3 looking for unprocessed files.  When a file is found it will be mapped into the Standard CSV Import Format Layout and processed for insertion into Avalara Returns Excise.
  • Added three new site settings under Category ‘Automated Import’:
    • S3 Endpoint URL
    • Avalara S3 Access Key
    • Avalara S3 Secret Access key
  • Added two new company settings under Settings Category ‘Automated Import’:
    • Enable Automated Data Import
    • S3 Bucket name
  • Added a new tab ‘Create Command XML’ on the Data Import Dashboard widget.  The tab will only display if the company setting, ‘Enable Automated Data Import’, is set to ‘True’.
  • Added new Scheduled Task ‘Automated Data Import’.
    • The task will be set up under Company Zero
    • Messages can be configured to alert administrative users of successful or failed task runs.
  • NOTE:  Please contact your Customer Account Manager if you would like to enable this functionality for your company.

ZMS-28544 (ADM-10653 and ADM-11031)

  • Corrected the situation where a user account with SAML authentication integrated company could be manually disabled in Avalara; but if still enabled in their company network, would subsequently be automatically re-enabled in Avalara when the user visited the site from their SAML provider.  Now a SAML user account that is manually disabled in Avalara will remain that way unless manually re-enabled.

Admin Updates

This section contains updates related to administration of the product.

  ZMS-28554

  • Updated ZMS_API_SERVICE role to a Parent Role.  This will allow clients to assign the role and make it more restrictive if they desire.

            

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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