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5.32.20

 

 

 

Avalara Returns Excise
5.31.20

Release Highlights

Revision date: 2/1/18

Product release: February 1, 2018

About This Release

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

Rate and Rule Updates

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

In this release there are 0 new rates added after the 2018.1.25-5.31.20 Content Release.   New rates are identified with ‘*’.

Fuel

United States

Florida                                      

RATE-10913

RATE-10915

  • Added new State Collection Allowance -Gasoline Wholesaler/Supplier tax rate of -0.00161 effective January 1, 2018.
  • http://floridarevenue.com/taxes/Documents/17B05-03_chart.pdf                                                                                                      

Indiana

                                     

RATE-10896

RATE-10914

Louisiana

RATE-10912 (ADM-11180)

  • Corrected State Special Fuel Allowance tax rate to 0.0033 from 0.33 effective January 1, 2016.

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-10911

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

Sales and Use

United States

Alabama 

RATE-10910

  • Added new Sales and Use Tax rates effective February 1, 2018:
    • City of Florala                                                 0.035
    • Florala Police Jurisdiction                                0.0175
    • City of Haleyville                                             0.04
    • Haleyville Police Jurisdiction                           0.02
  • https://revenue.alabama.gov/sales-use/local-tax-notices/

Arizona

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

California

RATE-10877

  • Added new Sales and Use tax rates effective October 1, 2017:
    • San Pablo City                                                                0.005
    • Corcoran City                                                                  0.01
    • Seaside City                                                                     0.015
    • Lindsay City                                                                     0.01
    • Los Angeles County - Measure H                            0.02

Illinois

RATE-10903

New Jersey

RATE-10894

Washington

RATE-10892

  • Added new City and County Sales and Use tax rates of 0 as 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 RTA Tax
  • 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

RATE-10909

  • Added new City Sales and Use tax rate of 0.028 effective January 1, 2018:
    • Redmond Convention and Trade Center Non RTA Tax - King County - State Location 4024                                                             
    • Renton Convention and Trade Center Non RTA Tax - King County - State Location 4025                                                             
  • Updated taxing level to ‘County’ from ‘City’ for county of Benton - Lodging - Tourism Promotion Area Zone A.
  • Updated taxing level to ‘County’ from ‘City’ for county of Benton - Lodging - Tourism Promotion Area Zone B.
  • Updated taxing level to ‘County’ from ‘City’ for county of Franklin – Hotel/Motel PTBA Tax – State Location 1111.
  • Updated tax rate to 0.069 from 0.059 for Rental Vehicle rate for county of Kittitas.
  • Updated tax rate to 0.059 from 0.069 for Rental Vehicle rate for county of Klickitat.
  • Updated local jurisdiction to ‘SeaTac’ from ‘Sea Tac’ removing space in name on rate for TPA for city of SeaTac.

Scenario Updates

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

Fuel

United States

Alabama

RTEF-42758

  • Modified scenarios/schedule products to include the following missing product categories on the City of Opelika Gasoline Tax Report (OPELIKA) [Taxpayer Type CIOPL] effective July 1, 2014 for schedule INT01:
    • Aviation Fuel (3)
    • Jet Turbine Fuel (4)
    • Diesel Fuel – Undyed (5)
    • Ethanol Blends (10)
    • Gasoline Blendstocks (11)

RTEF-42762

  • Modified scenarios/schedule products to include missing product category Diesel Fuel – Undyed (5) on the City of Oxford Gasoline Tax Report (OXFORD) [Taxpayer Type CIOXF] effective July 1, 2014 for schedule INT01.

 

  • Modified scenarios/schedule products to remove the following invalid product categories on the City of Oxford Gasoline Tax Report (OXFORD) [Taxpayer Type CIOXF] effective July 1, 2014 for schedule INT01:
    • Lubricating Oil (2)
    • Gasoline Blendstocks (11)

RTEF-42769

  • Modified scenarios/schedule products to remove the following invalid product categories on the Montgomery County Monthly Tax Return Motor Fuels (Other than Gasoline) (110-134) [Taxpayer Type COMNT] effective January 1, 1990 for schedules INT02, INT05, INT06, INT08:
    • Jet Turbine Fuel (4)
    • Kerosene - Undyed (7)
    • LPG (8)

Illinois

RTEF-41089

  • Added scenario schedules/scenario ids to support the new Alternative Fuels Return (RMFT-144) [Taxpayer Type DSTAL] effective July 1, 2017 for the following schedules:
    • INT01             24552
    • INT02             24553
    • INT03             24554
  • Added the following product categories in scenario/schedule products on the new Alternative Fuels Return (RMFT-144) [Taxpayer Type DSTAL] effective July 1, 2017 for schedule INT01:
    • Natural Gas (6)
    • LPG (7)
    • Ethanol (11)
    • Alcohol (15)
    • Ethanol Blends (18)
    • Methanol Blends (19)
    • LNG (24)
    • Methanol 100% (26)
  • Added product category Diesel Fuel – Undyed (8) in scenario/schedule products on the new Alternative Fuels Return (RMFT-144) [Taxpayer Type DSTAL] effective July 1, 2017 for schedule INT02.
  • Added the following product categories in scenario/schedule products on the new Alternative Fuels Return (RMFT-144) [Taxpayer Type DSTAL] effective July 1, 2017 for schedule INT03:
    • Biodiesel Blends-Undyed (16)
    • Biodiesel-Undyed 100% (27)
  • Obsoleted scenario schedules/scenario ids for the Liquefied Petroleum Gas Tax Return (RMFT-71) [Taxpayer Type DSTLP] effective December 31, 2016 for the following schedules:
    • INT01             24550
    • INT02             24551
  • Obsoleted product category LPG (7) in scenario/schedule products on the Liquefied Petroleum Gas Tax Return (RMFT-71) [Taxpayer Type DSTLP] effective December 31, 2016 for schedules INT01 and INT02.

RTEF-42929

  • Modified scenarios/schedule products to include the following missing product categories on the Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] effective June 1, 2015 for schedule INT01:
    • Jet Fuel (22)
    • 1-K Kerosene-Undyed (25)
    • 1-K Kerosene-Dyed (29)
  • Modified scenarios/schedule products to correct the effective date to be July 1, 2017 on the Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] for schedule SE for the following product categories:
    • LPG (7)
    • LNG (24)
  • Modified scenarios/schedule products to include missing product category LPG (7) on the Assessment Refund Request (RQ0100) [Taxpayer Type RFLPG] effective January 1, 2015 for schedule INT01.
  • Modified scenarios/schedule products to include missing product category 1-K Kerosene-Undyed (25) on the Diesel Fuel Tax Return (DRET0700) [Taxpayer Type COCOD] effective June 1, 2015 for schedules A, B-1, B-2, C, INT01, INT02, INT03, and INT04.
  • Obsoleted the following product categories in scenario/schedule products on the Diesel Fuel Tax Return (DRET0700) [Taxpayer Type COCOD] effective May 31, 2015 for schedules D and F:
    • Special Fuel (3)
    • Diesel Fuel – Dyed (4)
    • Kerosene – Undyed (9)
    • Heating Oil (13)

Louisiana

RTEF-42737

  • Added scenario schedules/scenario ids to support the Special Fuel Tax Return – CNG, LNG, and LPG (R-5018) [Taxpayer Type DLRSF] effective January 1, 2016 for the following schedules:
    • INT01             6094
    • INT02             6095
  • Added the following product categories in scenario/schedule products on the Special Fuel Tax Return – CNG, LNG, and LPG (R-5018) [Taxpayer Type DLRSF] effective January 1, 2016 for schedules INT01 and INT02:
    • Liquefied Petroleum Gas (97)
    • Compressed Natural Gas (98)
    • Liquefied Natural Gas (99)

Missouri

RTEF-41293

  • Added the product category Liquefied Petroleum Gas (16) in scenario/schedule products on the revised Distributors Monthly Tax Report (Form 4757) [Taxpayer Type DST] effective January 1, 2018 for schedules 2A, 5T, 10U, INT01, INT02, INT03 and INT05.

Oregon

RTEF-42850

  • Modified scenarios/schedule products to include missing product category Used Cooking Oil - Undyed (19) on the Ethanol / Biodiesel Producer Report (734-2927) [Taxpayer Type PRO] effective January 1, 2015 for schedules 2, 6, 7, INT01 and INT02.

RTEF-42852

  • Modified scenarios/schedule products to include the following missing product categories on the Dealer Audit Report (AUDIT-DLR) [Taxpayer Type AUDLR] effective January 1, 2015 for schedule INT01.

Virginia

RTEF-42789

  • Modified scenarios/schedule products to include missing product category Kerosene - Dyed (17) on the Distributor’s Report (FT-448) [Taxpayer Type DST] effective September 1, 2003 for schedule 3A.
  • Modified scenarios/schedule products to remove invalid product category Jet Fuel (4) on the Distributor’s Report (FT-448) [Taxpayer Type DST] effective September 1, 2003 for schedule 3A.

RTEF-42791

  • Modified scenarios/schedule products to include missing product category Diesel Fuel - Dyed (6) on the Tax and Tank Fee Assessment (FT-218) [Taxpayer Type ENV] effective July 1, 2003 for schedules INT01 and INT02.
  • Modified scenarios/schedule products to remove invalid product category Heating Oil (8) on the Tax and Tank Fee Assessment (FT-218) [Taxpayer Type ENV] effective July 1, 2003 for schedules INT01 and INT02.

RTEF-42793

  • Modified scenarios/schedule products to include missing product category Kerosene - Dyed (17) on the Importer’s Report (FT-468) [Taxpayer Type IMP] effective September 1, 2003 for schedule 3A.
  • Modified scenarios/schedule products to remove invalid product category Jet Fuel (4) on the Importer’s Report (FT-468) [Taxpayer Type IMP] effective September 1, 2003 for schedule 3A.
  • Modified scenarios/schedule products to include the following missing product categories on the Importer’s Report (FT-468) [Taxpayer Type IMP] effective September 1, 2003 for schedule 2D:
    • Gasohol (16)
    • Kerosene - Dyed (17)

Sales and Use

United States

Michigan

RTEF-41612

  • Added scenario schedules/scenario ids to support the new Sales, Use, and Withholding Tax Monthly/Quarterly Return (5080W) [Taxpayer Type SLSW] effective January 1, 2017 for the following schedules:
    • INT01I             98164
    • INT01T            98165
    • INT01E           98166
    • INT02I             98167
    • INT02T            98168
    • INT02E           98169

RTEF-41754

  • Added scenario schedules/scenario ids to support the new Sales, Use, and Withholding Tax Annual Return (5081W) [Taxpayer Type SLSWA] effective January 1, 2017 for the following schedules:
    • INT01I             98170
    • INT01T            98171
    • INT01E           98172
    • INT02I             98173
    • INT02T            98174
    • INT02E           98175

Washington

RTEF-40272

  • Added scenario schedules/scenario ids to support the new Multi-Purpose Combined Excise Tax Return (MULTICMB) [Taxpayer Type EXCIS] effective January 1, 2018 for the following schedules:
    • INT01I             99354
    • INT01T            99355
    • INT01E           99356
    • INT01B           99357
    • INT02I             99358
    • INT02T            99359

Various Returns

RTEF-42826

  • Modified scenario schedules/scenario ids to correct the effective dates on the following returns:

Jurisdiction     Taxpayer Type              Effective Date

    • CO                 SOCS                           5/1/2016
    • CO                 SCODV                        7/1/2016
    • CO                 SCOGJ                         7/1/2014
    • CO                 SCOPB                         8/1/2016
    • CT                  SLSU                            2/1/2016
    • FL                  SLSU                            1/1/2017
    • HI                   EXCIS                          8/1/2016
    • HI                   EXCSA                         8/1/2016
    • IL                   SLSUM                         7/1/2016
    • IN                   SLSU                            1/1/2017
    • KS                 SRTL                            1/1/2017
    • KY                 SLSU                            3/1/2017
    • LA                  SLS                              7/1/2016
    • MI                  SLSU                            1/1/2017
    • MI                  SLSUA                         1/1/2016
    • MO                SVNDU                         1/1/2017
    • NM                 GRSRT                         1/1/2016
    • NY                 SLSA                            2/1/2016
    • NC                 SLSU                            10/1/2016
    • OH                 SLS                              10/1/2016
    • TN                  SLSU                            2/1/2017
    • VT                  SLSU                            10/1/2016

Tobacco

United States

Rhode Island

RTEF-35883

  • Added scenario schedules/scenario ids to support the new Distributor’s Other Tobacco ProductsTax Return (OTP-1) [Taxpayer Type TBOTP] effective January 1, 2016 for the following schedules:
    • INT01             91300
    • INT02             91301
    • INT03             91302
    • INT04             91303
  • Added the following product categories in scenario/schedule products on the new Distributor’s Other Tobacco ProductsTax Return (OTP-1) [Taxpayer Type TBOTP] effective January 1, 2016 for schedules INT01, INT02, INT03, and INT04:
    • Cigars (52)
    • Snuff (53)
    • Other Tobacco Products (61)

Form Updates

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

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

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

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

Fuel

Canada

Newfoundland

RTEF-42385 (ADM-11017)

  • Modified font size to prevent misaligned and truncated data on the Generic Fuel Collector Summary Form (FTG-FTD-NL) [Taxpayer Type COL].
  • Actions:
  • This update affects the visual display of the return – please verify the new look of the return.

United States

Alabama

RTEF-41090

  • Added Return Guideline for Alabama Consumer Use Tax Return (2610) [Taxpayer Type SLCU] effective January 1, 2017.

RTEF-42217

  • Added new Excel upload template customized for the following returns:
    • Monthly Gasoline/Motor Fuels Tax Return (ALRDS) [Taxpayer Type ALM]
    • Motor Fuel Back Up Tax Report (MFT-BTR) [Taxpayer Type BCKUP]
    • Motor Fuel Blender Monthly Tax Return (MFT-BLDR) [Taxpayer Type BLD]
    • City of Anniston (ANNISTON) [Taxpayer Type CIANN]
    • City of Ashland (ASHLAND) [Taxpayer Type CIASH]
    • City of Attalla (ATTALLA) [Taxpayer Type CIATT]
    • City of Alexander (ALEXANDER) [Taxpayer Type CIAXR]
    • City of Calera (CALERA) [Taxpayer Type CICAL]
    • City of Childersburg (CHILDERSBURG) [Taxpayer Type CICDB]
    • City of Collinsville (COLLINSVILLE) [Taxpayer Type CICOL]
    • City of Decatur (DECATUR) [Taxpayer Type CIDCT]
    • City of Daphne (DAPHNE) [Taxpayer Type CIDPH]
    • City of Florence (FLORENCE) [Taxpayer Type CIFLO]
    • City of Fort Payne (CPAYNE) [Taxpayer Type CIFTP]
    • City of Huntsville (HUNTSVILLE) [Taxpayer Type CIHU]
    • City of Montgomery (CI-MONTGOMERY) [Taxpayer Type CIMO]
    • City of Mobile (MOBILE) [Taxpayer Type CIMOB]
    • City of Muscle Shoals (MUSCLESHOALS) [Taxpayer Type CIMSH]
    • City of Opelika (OPELIKA) [Taxpayer Type CIOPL]
    • City of Oxford (OXFORD) [Taxpayer Type CIOXF]
    • City of Phenix City (PHENIX) [Taxpayer Type CIPHE]
    • City of Prichard (PRICHARD) [Taxpayer Type CIPRI]
    • City of Rainbow City (RAINBOW) [Taxpayer Type CIRB]
    • City of Robertsdale (ROBERTSDALE) [Taxpayer Type CIRBT]
    • City of Talladega (TALLADEGA) [Taxpayer Type CITGA]
    • City of Valley (VALLEYCITY) [Taxpayer Type CIVLY]
    • City of Winfield (WINFIELD) [Taxpayer Type CIWIN]
    • Baldwin County (BLD1) [Taxpayer Type COBLD]
    • Colbert County (COLBERT) [Taxpayer Type COCB]
    • DeKalb County Diesel (DEKALB-D) [Taxpayer Type CODKD]
    • DeKalb County Motor Fuels (DEKALB-M) [Taxpayer Type CODKM]
    • Houston County (HOUSTON) [Taxpayer Type COHOU]
    • Jefferson County (JEFFERSON) [Taxpayer Type COJF]
    • Madison County (MADISON) [Taxpayer Type COMD]
    • Montgomery County Monthly Motor Fuels (Other Than Gasoline) (110-134) [Taxpayer Type COMNT]
    • Montgomery County Monthly Gasoline (110-113) [Taxpayer Type COMO]
    • Mobile County (MOBILECOUNTY) [Taxpayer Type COMOB]
    • Lubricating Oils Tax Return (LO-1) [Taxpayer Type DLRLO]
    • Exporter (MFT-EXPR) [Taxpayer Type EXP]
    • Importer (MFT-IMR) [Taxpayer Type IMP]
    • Liquefied Petroleum Gas Board Recipient Monthly LP-Gas Fee Report (ALPG) [Taxpayer Type LPRMR]
    • Monthly Out of State Motor Fuel Report (LPG Form 12) [Taxpayer Type MFOOS]
    • Monthly Inspection Fee Return (IFR) [Taxpayer Type MIF]
    • Montgomery City Sales (MONTGOMERY) [Taxpayer Type SCYMG]
    • Weaver City (WEAVER) [Taxpayer Type SCYWV]
    • Rental Tax Return (2610) [Taxpayer Type SLCU]
    • Gulf Shores Sales and Lodging (GULFSHORESSL) [Taxpayer Type SLMGS]
    • Rental Tax Return (2410) [Taxpayer Type SLRNT]
    • Sales Tax Return (2100) [Taxpayer Type SLS]
    • Supplier / Permissive Supplier (MFT-SR) [Taxpayer Type SPLPS]
    • Alexander City Rental Lease (1195R) [Taxpayer Type SRYAX]
    • Birmingham City Sales (BIRMINGHAMS) [Taxpayer Type STYBH]
    • Irondale City Sales (IRONDALE) [Taxpayer Type STYID]
    • DeKalb County Sales & Use (DEKALB) [Taxpayer Type SUCDE]
    • Robertsdale Municipality Sales (ROBERTSDALE) [Taxpayer Type SUMRB]
    • Auburn City Sales Use Rental Lease Lodging (AUBURN) [Taxpayer Type SUYAU]
    • Daphne City Sales (DAPHNE) [Taxpayer Type SUYDP]
    • Prattville City Sales (PRATTVILLE) [Taxpayer Type SUYPV]
    • Terminal Operator (MFT-TOM) [Taxpayer Type TOR]
    • Transporter Monthly Tax Return (MFT-TRPR) [Taxpayer Type TRN]
    • Underground and Aboveground Storage Tank Trust Fund Charge (STTFC) [Taxpayer Type UST]
    • Voucher Import Payment (MFT-3DV) [Taxpayer Type VCHI]
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42219

  • Added new Excel upload template customized for the Motor Fuel Exporter Monthly Tax Return (MFT-EXPR) [Taxpayer Type EXP].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42221

  • Added new Excel upload template customized for the Motor Fuel Importer Monthly Tax Return (MFT-IMR) [Taxpayer Type IMP].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42223

  • Added new Excel upload template customized for the Transporter Monthly Tax Return (MFT-TRPR) [Taxpayer Type TRN].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42328

  • Added Return Guideline for Alabama Rental Tax Return (2410) [Taxpayer Type SLRNT] effective January 1, 2017.

RTEF-42330

  • Added Return Guideline for Alabama Sales Tax Return (2100) [Taxpayer Type SLS] effective January 1, 2017.

Illinois

RTEF-39367 and RTEF-40676 (ADM-9575 and ADM-10321)

  • Updated Excel transaction templates for the Motor Fuel Distributor/Supplier Tax Return (RMFT-5) [Taxpayer Type DSTSP] to include required fields ‘SellerAccountJurisdiction’, ‘SellerBusinessSubtype’, ‘SellerLicenseNumber’, BuyerBusinessSubtype’, ‘BuyerLicenseNumber’ and ‘BuyerAccountJurisdiction’.
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-41089

  • Added new Alternative Fuels Return (RMFT-144) [Taxpayer Type DSTAL] effective July 1, 2017.
  • Updated the obsolete date to December 31, 2016 for the Liquified Petroleum Gas Tax Return (RMFT-71) [Taxpayer Type DSTLP] which is no longer accepted by the state.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.
    • This update affects the visual display of the return – please verify the new look of the return.
    • 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-42254 (ADM-10972)

  • Added revised Prepaid Sales Tax Return (PST-1) [Taxpayer Type SLS] effective January 1, 2018 with the following changes:
    • Updated return to include Gasohol, Ethanol Blends, and Methanol Blends on line 4B.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Louisiana

RTEF-41480 (ADM-10742)

  • Updated Excel transaction templates for the following taxpayer types [DLRSF, DSTEB, ENV, IMP, SPLPS, TOR, SLS, TBATP]
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

Kentucky

RTEF-42225

  • Added new Excel upload template customized for the Licensed Gasoline Dealer’s Monthly Return (72A089) [Taxpayer Type DLRG].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42227

  • Added new Excel upload template customized for the Licensed Special Fuel Dealer’s Monthly Return (72A138) [Taxpayer Type DLRSF].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42231

  • Added new Excel upload template customized for the Petroleum Storage Tank Environmental Assurance Fee Monthly Return (72A011) [Taxpayer Type ENV].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42233

  • Added new Excel upload template customized for the Transporters Report of Motor Fuel Delivered (72A098) [Taxpayer Type TRN].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

Maryland

RTEF-41781 (ADM-10867)

  • Updated Movement of Petroleum Products (MFT-045) [Taxpayer Type TRN] return page to only display ‘(See Attached)’ when transactions exist.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Massachusetts

RTEF-42897 (ADM-11214)

  • Modified Underground Storage Tank eFile (Excel) [Taxpayer Type UST] to include transactions subject to the fee.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

RTEF-42899 (ADM-11214)

  • Updated Underground Storage Tank (FORM500) [Taxpayer Type UST] return calculation page 1 line 1 to include transactions subject to fee as well as those exempt from the fee.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Missouri

RTEF-41293 (ADM-10676)

  • Added revised Distributor's Monthly Tax Report (FORM 4757) [Taxpayer Type DST] effective January 1, 2018 with the following changes:
    • Updated schedule transaction rule to include Liquefied Petroleum Gas category as valid.
    • Liquefied Petroleum Gas is reported under the CNG/Propane column of the return.
    • Added revised payment voucher with taxpayer type checkbox.
  • 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-42235

  • Added new Excel upload template customized for the Distributors Monthly Tax Report (FORM 4757) [Taxpayer Type DST].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

Nebraska

RTEF-42239

  • Added new Excel upload template customized for the Nebraska Monthly Fuel Tax Return (FORM 73) [Taxpayer Type DST].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

New Jersey

RTEF-41034

  • Modified the Import Verification Tax Return (MFA-12) [Taxpayer Type IMP] to retrieve the taxpayer id suffix from the most recently filed session.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42322

  • Added revised Supplier of Motor Fuels Report (SMF-10) [Taxpayer Type SPL] effective June 1, 2017 with the following changes:
    • Included page numbers on return schedules (ex. Page 1 of 4).
    • Adjusted formatting to allow display of more characters in the Reason for Exemption fields including word wrap and reducing font size.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42536

  • Corrected schedules on the Supplier of Motor Fuels Report (SMF-10) [Taxpayer Type SPL] to include rates, calculated tax, and totals on schedules SMF-108, SMF-208, and SMF-408
  • Actions:
    • This update affects the visual display of the schedule pages – please verify the new look of the schedules.

North Carolina

RTEF-42237

  • Added new Excel upload template customized for the Motor Fuel Supplier Return (GAS-1202) [Taxpayer Type SPL].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

Ohio

RTEF-42425 (ADM-11040)

  • Updated Ohio Fuel Dealer’s Tax Return (MF2) [Taxpayer Type DLR] to add a schedule validation rule requiring destination county code on schedule 10B (Sold to propel aircraft).  Destination county code will be retrieved from locations county code.
  • Also added seller as a required field on schedules 14A, 14B, and 14C.
  • 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-42437

  • Added revised eFile (XML Version 3 – January 2018) with updates to formatting for the Ohio Fuel Dealer’s Tax Return (MF2) [Taxpayer Type DLR] to include destination county code on Schedule 10B (Sold to propel aircraft).
  • Also updated eFile generation to format seller on schedules 14A, 14B, and 14C.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

Oregon

RTEF-42414

  • Modified Schedule INT04 manual entry on the Motor Vehicle Fuel Dealer License Application Form (735-1350OR) [Taxpayer Type APDLR] to only display the valid options of 'BULK', 'CARDLOCK', 'RETAIL' in the dropdown for Facility Type.
  • 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-42628

  • Modified the Use Fuel Bulk Distributor Report (734-2831) [Taxpayer Type DLRBK] to dynamically display rates on PDF.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

RTEF-42650

  • Updated Excel transaction templates for the following returns:
    • Carrier Report (734-2921) [Taxpayer Type CAR]
    • Motor Vehicle Fuel and Aircraft Dealer Tax Report (735-1302D) [Taxpayer Type DLR]
    • Use Fuel Bulk Distributor Report (734-2831) [Taxpayer Type DLRBK]
    • Oregon Petroleum Load Fee Quarterly Return (150-608-002) [Taxpayer Type ENV]
    • Ethanol / Biodiesel Producer Report (734-2927) [Taxpayer Type PRO]
    • Aircraft Fuel Tax Refund Claim (735-1203) [Taxpayer Type RAIRC]
    • Fuel Tax Refund Claim (735-1200) [Taxpayer Type RDLRC]
    • Fuel Tax Special Refund Claim (734-2942) [Taxpayer Type RDLRS]
    • Road Usage Charge Report (735-9951) [Taxpayer Type RDUSR]
    • Special License Fee Registration (734-2938) [Taxpayer Type RGCNG]
    • Terminal Report (734-2920) [Taxpayer Type TOR]
    • Oregon Use Fuel User Tax Report – Under 8000 Pounds (735-1325U) [Taxpayer Type USE8K]
    • Oregon Use Fuel Seller Tax Report – Annual (735-1334A) [Taxpayer Type USESA]
    • Oregon Use Fuel Seller Tax Report – Monthly (735-1334M) [Taxpayer Type USESM]
    • Oregon Use Fuel Seller Tax Report – Quarterly (735-1334Q) [Taxpayer Type USESQ]
    • Oregon Use Fuel User Tax Report – Annual (735-1325A) [Taxpayer Type USEUA]
    • Oregon Use Fuel User Tax Report – Monthly (735-1325M) [Taxpayer Type USEUM]
    • Oregon Use Fuel User Tax Report – Quarterly (735-1325Q) [Taxpayer Type USEUQ]
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

South Carolina

RTEF-42310

  • Modified Motor Fuel Bonded Importers Monthly Return (L-2105) [Taxpayer Type IMPB] to calculate tare allowance on other / substitute fuels.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-42312

  • Modified Motor Occasional Importers Monthly Return (L-2107) [Taxpayer Type IMPO] to calculate tare allowance on other / substitute fuels.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-42314

  • Modified Motor Fuel Tankwagon Importers Monthly Return (L-2110) [Taxpayer Type IMPT] to calculate tare allowance on other / substitute fuels.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change

RTEF-42684

  • Corrected Annual Terminal Operator Return (L-2101) [Taxpayer Type ANT] effective January 1, 2017 to display correct gallon values in Line 3 cell 3B.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change

United States

RTEF-42718

  • Added frequency types to the taxpayer_frequencies table to allow the selection of filing frequencies on the Refund of Federal Excise Tax (FORM 8849) [Taxpayer Type RFEX].
  • 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.

Virginia

RTEF-41741 (ADM-10854)

  • Obsoleted product code 133 – Jet Fuel (Kerosene Type) for all Virginia returns effective January 31, 2018 per communication with the state.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-42241

  • Added new Excel upload templates customized for Virginia schedule requirements for the following returns:
    • Blender's Report (FT-471) [Taxpayer Type BLD]
    • Aviation Consumer’s Report (FT-465) [Taxpayer Type CONA]
    • Distributor’s Report (FT-448) [Taxpayer Type DST]
    • Alternative Fuel Report (FT-445) [Taxpayer Type DSTAL]
    • Tax and Tank Fee Assessment (FT-218) [Taxpayer Type ENV]
    • Importer’s Report (FT-468) [Taxpayer Type IMP]
    • Fuel Alcohol Provider’s Report (FT-441) [Taxpayer Type PVDFA]
    • Supplier’s Report (FT-451) [Taxpayer Type SPL]
    • Terminal Report (FT-457) [Taxpayer Type TOR]
    • Motor Fuel Transporter Return (FT-461) [Taxpayer Type TRN]
    • Virginia Fuels Wholesale Sales Tax (VA-WHL-01) [Taxpayer Type WHL]
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

Washington

RTEF-42672 (ADM-11153)

  • Added revised Terminal Operator (FT-441-863) [Taxpayer Type TOR] effective January 1, 2018.  Changes include addition of seller on Schedule 15A Terminal Operator Receipts and addition of buyer on Schedule 15B Terminal Operator Disbursements.
  • 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-42673

  • Updated XML eFile for Terminal Operator (FT-441-863) [Taxpayer Type TOR] effective January 1, 2018. Changes include formatting of seller on Schedule 15A Terminal Operator Receipts and formatting of purchaser (buyer) on Schedule 15B Terminal Operator Disbursements.
  • 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.

Sales and Use

United States

Michigan

RTEF-41612

  • Added new Sales, Use and Withholding Taxes Monthly / Quarterly Return (5080W) [Taxpayer Type SLSW] 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-41636

  • Added revised Annual Terminal Operator (3788) [Taxpayer Type ANT] effective January 1, 2017 with the following changes:
    • Updated return headings with cosmetic changes.
    • Added dynamic display of rates
    • Modified Part 3 (Penalty calculations) Line 31 to include all product columns
  • 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-41754

  • Added new Sales, Use and Withholding Taxes Annual Return (5081W) [Taxpayer Type SLSWA] 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.

Washington

RTEF-40272

  • Added new Multi-Purpose Combined Excise Tax Return (MULTICMB) [Taxpayer Type EXCIS] effective January 1, 2018.
  • 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.

Tobacco

United States

Louisiana

RTEF-42403

  • Updated Tobacco Tax Return (R-5604) [Taxpayer Type TBATP] to limit the exemptions to only those valid for Louisiana.
  • 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.

Rhode Island

RTEF-35883

  • Added new Rhode Island Distributor’s Other Tobacco Products Tax Return (OTP-1) [Taxpayer Type TBOTP] effective January 1, 2016.
  • 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-42372 (ADM-10976)

  • Added entries to holiday calendar for years 2017, 2018 and 2019 for United States (country_code = ‘USA’ and jurisdiction = ‘US’).

RTEF-42412

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

 ZMS-28685

  • Updated the install to delete extra files and folders after the install is done.

ZMS-28731

  • Added updated version of User Guide.

Admin Updates

This section contains updates related to administration of the product.

ZMS-28672 (ADM-11081)

  • Updated the Admin > User List > Add User and User Details pages to allow front-end users to assign other front-end users to front-end system roles.

ZMS-28682

  • Updated Role Permission ‘Developer Content’ to have permission level of None or View on ZMS_API_SERVICE role under Admin > Roles.

Tax Filing Updates

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

ZMS-28705

  • Updated Schedule Transaction manual entry to sort schedule codes in numeric order so 10 comes after 9 instead of 1 in Tax Filing > Transactions > Schedule Code dropdown field.

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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