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5.32.10

 

Avalara Returns Excise

5.32.10

Release Highlights

Revision date: 4/3/18

Product release: April 3, 2018

 

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About This Release

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

Rate and Rule Updates

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

In this release there are 0 new rates added after the 2018.3.22-5.32.10 Content Release.   New rates are identified with ‘*’.

Fuel

Canada

British Columbia                                      

RATE-10941

  • Added new British Columbia Victoria RTSA tax rates effective April 1, 2018:
    • Biodiesel Blends Undyed                                             0.055
    • Biodiesel 100% Undyed                                              0.055
    • Biodiesel 99.9% Undyed                                             0.055
    • Gasoline                                                                     0.055
    • Diesel Fuel Undyed                                                     0.055
    • Ethanol Blends                                                           0.055
  • https://www2.gov.bc.ca/gov/content/taxes/tax-changes/budget-changes#sales

RATE-10942

  • Added new British Columbia Provincial tax rates effective April 1, 2018:
  • Aviation Gasoline Carbon Tax                                      0.0861
  • Jet Fuel Carbon Tax                                                    0.0914
  • Biodiesel Blends Undyed Carbon Tax                           0.0805
  • Biodiesel 100% Undyed Carbon Tax                            0.0805
  • Biodiesel 99.9% Undyed Carbon Tax                           0.0805
  • Diesel Fuel Undyed Carbon Tax                                   0.0805
  • Gasoline Carbon Tax                                                  0.0778
  • Ethanol Carbon Tax                                                    0.0778
  • Propane Carbon Tax                                                   0.0539

Alberta

RATE-10943

  • Added new Alberta Carbon tax rates effective January 1, 2018:
    • Aviation Gas                                                               0.0747
    • Bunker Fuel                                                                0.0955
    • Butane                                                                       0.0534
    • Coal Coke                                                                 95.39     
    • Coke Oven Gas                                                          0.021
    • Diesel                                                                        0.0803
    • Distillate Heating Oil                                                    0.0827
    • Ethane                                                                       0.0306
    • Gasoline                                                                     0.0673
    • Gas Liquids                                                                0.0499
    • Heavy Fuel Oil                                                            0.0953
    • High Heat Value Coal                                                 66.56
    • Aviation Jet Fuel                                                         0.0775
    • Kerosene                                                                    0.0771
    • Low Heat Value Coal                                                 53.09
    • Locomotive Diesel                                                      0.089
    • Methanol                                                                    0.0326
    • Naphtha                                                                     0.0673
    • Natural Gas                                                                 1.517
    • Non-Marketable or Raw Gas                                        1.72
    • Pentanes                                                                    0.0573
    • Propane                                                                     0.0462
    • Refinery Petroleum Coke                                           95.79
    • Refinery Gas                                                              0.0565
    • Upgrader Petroleum Coke                                          87.75
  • http://www.finance.alberta.ca/publications/tax_rebates/rates/carbon-levy-rates.html

United States

Alaska                                      

RATE-10927

 

 

Indiana                                   

          

RATE-10996

Massachusetts

RATE-10939

  • Added new Excise Tax rates effective April 1, 2018:
    • State Liquefied Gas Tax                                                          0.186
    • State Aviation Gas Tax                                                            0.0265
    • State Jet Fuel Tax                                                                   0.095

Michigan  

RATE-10938

Mississippi  

RATE-10926

  • Added new Environmental Protection Fee rate of 0.004 effective April 1, 2018.

Ohio 

RATE-10982

  • Added Petroleum Activity Tax rates effective April 1, 2018:
    • Gasoline                                                                                 0.010946
    • Diesel                                                                                    0.012721          
    • High Sulfur Diesel – Dyed                                                       0.012721
    • Low Sulfur Diesel - Dyed                                                         0.012721
    • Kerosene                                                                                0.012721
    • Propane                                                                                 0.006351
  • Added new spot rates for Petroleum Activity Tax effective April 1, 2018:
    • Gasoline                                                                                  1.684
    • Diesel                                                                                    1.957
    • Propane                                                                                    0.977
  • https://www.tax.ohio.gov/Portals/0/petroleum_activity/PAT-Spot-Price/SpotPricePublication2ndquarter2018.pdf?utm_source=Tax.Ohio.Gov+Tax+Alerts&utm_campaign=212fb04bb9-EMAIL_CAMPAIGN_2018_03_13&utm_medium=email&utm_term=0_7593739655-212fb04bb9-192838477

Washington

RATE-10940

  • Added new State Petroleum Product tax rate of 0.03 effective April 1, 2018.

Sales and Use

United States

Alabama 

RATE-10924

  • Added new City of Opp Sales and Use tax rates effective March 1, 2018:
  • Opp AL City Sales Tax                                                            0.035
  • Opp AL Police Jurisdiction Sales Tax                                       0.0175
  • Opp AL Police Jurisdiction Use Tax                                          0.0125                         
  • Opp AL City Use Tax                                                               0.025

RATE-10981

Arizona

RATE-10925

  • Added new Sales and Use tax rates effective March 1, 2018:
    • City of Tucson Transaction Privilege Tax                                   0.026
    • City of Sedona Transaction Privilege Tax                                  0.035
  • https://www.azdor.gov/Portals/0/TPT/TPT_Updates_1802.pdf

California                                       

RATE-10966

  • Added new Sales and Use tax rates effective April 1, 2018:
    • City of Burlingame                                                                  0.0025
    • City of Farmersville                                                                 0.01
    • City of Hawthorne                                                                   0.075
    • City of Larkspur                                                                      0.0075
    • City of Palm Springs                                                               0.015
    • City of Santa Barbara                                                              0.01
    • City of Vacaville                                                                      0.005
    • City of Woodlake                                                                    0.01
    • Mendocino County                                                                  0.005
    • City of La Mirada                                                                     0.0025
    • City of Nevada                                                                        0.00375
  • http://www.cdtfa.ca.gov/news/18-13.htm

Connecticut                                      

RATE-10967

  • Added new Sales and Use tax rates effective January 1, 2018:
  • Electricity Deduction                                                               0
  • Computer Deduction Ratio                                                      0.01
  • Nonresident Military Vehicle                                                     0.045
  • Added new Sales and Use tax rates effective July 1, 2015:
    • Luxury Sales Tax Rate                                                            0.0775
    • Sales Tax Vehicle Tier 2 Deduction Ratio                                 0.4193

Georgia

RATE-10935

  • Added new County Sales and Use tax rates effective April 1, 2018:
    • Clarke County                                                                         0.04
    • Colquitt County                                                                       0.04
    • Decatur County                                                                       0.04
    • Haralson County                                                                     0.04
    • Putnam County                                                                       0.04
    • Walker County                                                                        0.04
    • Ware County                                                                          0.04
  • https://dor.georgia.gov/sites/dor.georgia.gov/files/related_files/document/LGS/Distributions/LGS_quarterly_rate_changes_Apr_2018.pdf

RATE-10946

  • Added new County of Dekalb Sales and Use tax rates effective April 1, 2018:
  • Prepaid Sales Tax – Gasoline                                                  0.0846
  • Prepaid Sales Tax – Diesel                                                     0.09604
  • Prepaid Sales Tax – LPG                                                        0.07816
  • Prepaid Sales Tax - Special Fuel                                             0.08148
  • Prepaid Sales Tax – Avgas                                                     0.12

RATE-10970

 

Louisiana

RATE-11000

  • Added new Sales and Use Tax rates effective January 1, 2018:
    • St. Tammany Parish Alt-1                                                        0.0225
    • St. Tammany Parish                                                                0.0425
  • http://www.laota.com/index.php?option=com_content&view=article&id=62&Itemid=72

Kansas

RATE-10933

  • Added new Sales and Use Tax rates effective April 1, 2018:
  • City of Baxter Springs                                                             0.02
  • City of Alden                                                                           0.01
  • City of Danville                                                                       0.01
  • City of Herington                                                                     0.02
  • City of Palco                                                                           0.01
  • City of Tipton                                                                          0.01
  • City of Whitewater                                                                   0.005
  • Arkansas City                                                                         0.0225
  • City of Burden                                                                         0.0075
  • City of Udall                                                                            0.0075
  • City of Winfield                                                                       0.0115
  • Finney County                                                                        0.0145
  • Leawood KS Shops of 119th St. TDD                                       0
  • Atchison Taco Bell CID                                                           0.01
  • Fort Scott Price Chopper CID                                                   0.005
  • Overland Park Bluhawk TDD                                                   0.01
  • Overland Park Regency Park CID                                            0.01
  • Kansas City Legends Garage and Lawn Village West TDD CID 0.01
  • Kansas City Legends Garage and Lawn Star Bond CID             0.01
  • Kansas City Legends CID and TD                                            0.01

Maryland

RATE-10991

  • Updated the Motor Fuels Sales and Use Tax Aviation Gas rate to 0.00 effective July 1, 2017.

Minnesota

RATE-10931

Missouri

RATE-10983

  • Added new Sales and Use tax rates effective April 1, 2018:
  • Greene County                                                                       0.01625
  • City of Archie                                                                          0.0175
  • City of Branson                                                                       0.0175
  • City of Dardenne Prairie                                                          0.02
  • City of Fordland                                                                      0.02
  • City of Granby                                                                        0.02625
  • City of Peculiar                                                                       0.03
  • City of Pine Lawn                                                                    0.0125
  • City of St Louis                                                                       0.05266
  • City of Shelbina                                                                      0.0275
  • Fountain Lakes Commerce Center South CID                           0

Nebraska

RATE-10928

North Dakota

RATE-10944

  • Added new Sales and Use tax rates effective April 1, 2018:
    • City of Edgeley                                                                       0.03
    • City of Grand Forks                                                                 0.0225
    • City of Lincoln                                                                        0.01
    • City of Mohall                                                                         0.02
  • http://www.nd.gov/tax/data/upfiles/media/local-tax-changes-4-1-2018.pdf?20180312114453

Oklahoma

RATE-10932

  • Added new Sales and Use tax rates effective April 1, 2018:
    • Del City                                                                                  0.045
    • City of Wagoner                                                                      0.04
    • City of The Village                                                                   0.04
    • City of Spencer                                                                       0.05
    • Johnston County                                                                     0.02
    • Pontotoc County                                                                     0.00875
  • https://www.ok.gov/tax/Businesses/Tax_Types/Business_Sales_Tax/New_Rates_and_Effective_Dates/

Texas

RATE-10945

  • Added new Sales and Use tax rates effective April 1, 2018:
    • City of Arp                                                                              0.015
    • City of Coupland                                                                     0.02
    • City of Darrouzett                                                                    0.015
    • City of Devers                                                                         0.015
    • City of Dennis                                                                         0.015
    • City of Kirbyville                                                                      0.02
    • City of La Villa                                                                        0.015
    • City of Oak Ridge                                                                   0.02
    • City of Panorama Village                                                         0.02
    • City of Stratford                                                                      0.02
    • Montgomery County TX ESD 12                                              0
  • https://comptroller.texas.gov/taxes/sales/quarterly-updates/apr.php

RATE-10980

  • Added new Sales and Use tax rates effective April 1, 2018:
  • Montgomery County TX ESD 12-A                                           0
  • City of Brock                                                                          0.015
  • City of Brock West                                                                  0.015
  • Fort Bend County Municipal Management District 1                  0.01
  • Palo Pinto County ESD 1                                                        0.005
  • Potter County Assistance District 1                                          0.015
  • Sachse Muni Dev District County                                             0.02
  • Walker County ESD 1                                                             0.0025
  • Westwood Magnolia Parkway Improvement District A County    0.015
  • Montgomery County ESD 1-A                                                  0.01
  • Montgomery County ESD 1-B                                                  0.01
  • Palo Pinto County ESD 1-A                                                     0.015

Tennessee

RATE-10988

RATE-10989

Utah

RATE-10936

  • Added new Sales and Use tax rates effective April 1, 2018:
    • City of Cedar Hills                                                                   0.001
    • City of Fairview                                                                       0.004
    • City of Cedar Highlands                                                          0.01
    • City of Syracuse                                                                     0.001
  • https://tax.utah.gov/sales/rates
  • https://tax.utah.gov/salestax/change/2018-04-01.pdf

Vermont

RATE-10990

  • Added new State Gasoline Transportation Infrastructure Assessment rate of 0.043 effective April 1, 2018.

Washington

RATE-10934

  • Added new Sales and Use tax rates effective April 1, 2018:
  • Clallam County                                                                       0.02
  • Forks City - CLALLAM County - State Location 0501                 0.02
  • Port Angeles City - CLALLAM County - State Location 0502      0.022
  • Sequim City - CLALLAM County - State Location 0503              0.023
  • Columbia County - State Location 0700                                    0.017
  • Dayton City - COLUMBIA County - State Location 0701            0.019
  • Starbuck City - COLUMBIA County - State Location 0702          0.017
  • Connell City - FRANKLIN County - State Location 1101             0.017
  • Ellensburg City - KITTITAS County - State Location 1902          0.018
  • Long Beach City - PACIFIC County - State Location 2502         0.018
  • Moses Lake City - GRANT County - State Location 1309           0.016
  • Mukilteo City - SNOHOMISH County - State Location 3114       0.039
  • Okanogan County                                                                   0.013
  • Okanogan County Unincorp. PTBA Tax - State Location 2424   0.017
  • Brewster City - OKANOGAN County - State Location 2401        0.017
  • Conconully City - OKANOGAN County - State Location 2402     0.017
  • Coulee Dam City - OKANOGAN County - State Location 2403   0.013
  • Elmer City - OKANOGAN County - State Location 2404            0.013
  • Nespelem City - OKANOGAN County - State Location 2405      0.013
  • Okanogan City - MASON County - State Location 2406             0.018
  • Omak City - OKANOGAN County - State Location 2407            0.017
  • Oroville City - OKANOGAN County - State Location 2408          0.017
  • Pateros City - OKANOGAN County - State Location 2409          0.017
  • Riverside City - OKANOGAN County - State Location 2410       0.017
  • Tonasket City - OKANOGAN County - State Location 2411       0.018
  • Twisp City - OKANOGAN County - State Location 2412            0.02
  • Winthrop City- OKANOGAN County - State Location 2413         0.018

Wisconsin 

RATE-10929

Tobacco

United States

 

New Jersey

RATE-10937

  • Added new Other Tobacco Product tax rate of 0.3 effective January 1, 2000.

Texas

RATE-10937

  • Added new Other Tobacco Product tax rate of 1.22 effective January 1, 2000.

Scenario Updates

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

Fuel

United States

Idaho

RTEF-40752

  • Added scenario schedules/scenario ids to support the new Carrier Report (CARRIER) [Taxpayer Type CAR] effective January 1, 2018 for the following schedules:
    • INT01             7090
    • INT02             7091
    • INT03             7092
  • Added the following product categories in scenario/schedule products on the new Carrier Report (CARRIER) [Taxpayer Type CAR] effective January 1, 2018 for schedules INT01, INT02, and INT03:
    • Gasoline and Gasohol (1)
    • Aviation Gasoline (2)
    • Jet Fuel (3)
    • Diesel Fuel – Undyed (4)
    • Diesel Fuel – Dyed (5)
    • Propane (6)
    • Natural Gas (7)
    • Blending Components (8)
    • Residual Fuel Oil (9)
    • Ethanol (10)
    • Liquified Natural Gas (12)

Form Updates

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

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

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

In this release there are 0 revised forms and 1 new form.                    

Fuel

Canada

New Brunswick

RTEF-42295 (ADM-10986)

  • Updated validation for the Generic Fuel Collector Summary Form (FTG-FTD-NB) [Taxpayer Type COL] to allow negative gallons in SUP01 Volume Adjustments schedule.
  • 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-43267

  • Modified Generic Fuel Collector Summary Form (FTG-FTD-NB) [Taxpayer Type COL] to print one-line summary of transactions when both checkboxes on’ Pages 6 (FTG-5) and 13 (FTD-5) - Do you want to provide summary only data?’ Form Manual Entry tab are selected. Only the value from the summary of transactions prompt will be retrieved from the previous filed session if the current session is not overridden.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the schedules.

RTEF-43277 (ADM-11363)

  • Reduced font size on Generic Fuel Collector Summary Form (FTG-FTD-NB) [Taxpayer Type COL] to prevent truncated data on return pages FTG-TAX, FTD-TAX, and FTD-2.5.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the schedules.

Newfoundland

RTEF-43269

  • Modified Generic Fuel Collector Summary Form (FTG-FTD-NL) [Taxpayer Type COL] to print one-line summary of transactions when both checkboxes for ‘Pages 7 (FTG-5) and 12 (FTD-5) - Do you want to provide summary only data?on Form Manual Entry tab are selected.  Only the value from the summary of transactions prompt will be retrieved from the previous filed session if the current session is not overridden.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the schedules.

Nova Scotia

RTEF-42540 (ADM-11098)

  • Modified Generic Fuel Collector Summary Form (FTG-FTD-NS) [Taxpayer Type COL] to print one-line summary of transactions when both checkboxes on ‘Pages 6 (FTG-5) and 12 (FTD-5) - Do you want to provide summary only data?’ Form Manual Entry tab are selected. Only the value from the summary of transactions prompt will be retrieved from the previous filed session if the current session is not overridden.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the schedules.

RTEF-43163 (ADM-11266)

  • Modified Generic Fuel Collector Summary Form (FTG-FTD-NS) [Taxpayer Type COL] business/account number display to match Nova Scotia's preferred format.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the schedules.

RTEF-43330

  • Reduced font size for truncated data on Generic Fuel Collector Summary Form (FTG-FTD-NS) [Taxpayer Type COL] schedule FTD-1.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the schedules.

Europe

Netherlands

RTEF-40562

  • Updated validation for the Monthly Survey Report (Z029) [Taxpayer Type SURVY] to allow only valid product codes on the following schedules:
    • INT07 Beginning Inventory
    • INT08 Gains
    • INT09 Imports
    • INT10 Inventory coming from abroad
    • INT11 Production of Electricity and Steam
    • INT12 Production of current carrying
    • INT13 Production of other energy sources
    • INT14 Usage for production of electricity
    • INT15 Usage for blending
    • INT17 Final consumption as heat, light or power source
    • INT19 Ending Inventory
    • INT20 Export Inventory
    • INT21 Warehouse
    • INT23 Ship or Airplane Cargo
    • INT24 Other Sales or Deliveries in country
  • Updated operation type so that dropdown shows only valid options on the following schedules:
  • INT07 Beginning Inventory
  • INT08 Gains
  • INT09 Imports
  • INT10 Inventory coming from abroad
  • INT12 Production of current carrying
  • INT15 Usage for blending
  • INT16 Usage for production
  • INT18 Losses
  • INT19 Ending Inventory
  • INT20 Export Inventory
  • INT21 Warehouse
  • INT22 Diversion out of country
  • INT23 Ship or Airplane Cargo
  • INT24 Other Sales or Deliveries in country
  • 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.

United States

Georgia

RTEF-43403

  • Modified the Motor Fuel Tax Report (MFD-04 DSTMF) [Taxpayer Type DSTMF] effective July 1, 2015 to not calculate Vendor’s Compensation discount when the return is not timely filed.
  • Added an override to calculate the Vendor’s Compensation discount regardless of due date.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-43405

  • Modified the Motor Fuel Tax Report Special Fuel (MFD-04 DSTSF) [Taxpayer Type DSTSF] effective July 1, 2015 to not calculate Vendor’s Compensation discount when the return is not timely filed.
  • Added an override to calculate the Vendor’s Compensation discount regardless of due date.
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

Idaho

RTEF-40752

  • Added new Idaho Common Carrier Report (CARRIER) [Taxpayer Type CAR] 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.

RTEF-42293

  • Added new Excel eFile functionality for Idaho Common Carrier Report (CARRIER) [Taxpayer Type CAR] effective January 1, 2018.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

Louisiana

RTEF-42090

  • Updated the Motor Fuel Fee Delivery Report (TPOR0173) [Taxpayer Type UST2] to include return validation when the Agency Interest # is missing. 
  • Added a new return validation warning to require the destination location must match the location used for the company account on all internal schedules.
  • 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.

RTEF-43290

  • Updated the Motor Fuel Fee Delivery Report (TPOR0173) [Taxpayer Type UST2] to modify the Certificate Number field format to display the entire number.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Massachusetts

RTEF-43398 (ADM-11422)

  • Updated Underground Storage Tank (FORM 500) [Taxpayer Type UST] return guideline to clarify page 1, line 1 calculations as well as schedule entry instructions.
    • Gallons entered on INT01 (gallons delivered subject to fee) must contain ONLY non-exempt transactions. All exempt transactions must be entered only on their appropriate schedule page.
    • The calculation for page 1, line 1 sums all gallons entered on INT01 (gallons delivered subject to fee), Schedule 1 (exports), Schedule 2 (distributors), and Schedule 3 (Exempt Locations) for non-exempt transactions. Any duplicate entries (ex. INT01 and Schedule A) will result in the transaction being counted multiple times.

Oregon

RTEF-40257

  • Added Return Guidelines for the following returns effective April 1, 2017:
    • Motor Vehicle Fuel and Aircraft Fuel Dealer Tax Report (735-1302D) [Taxpayer Type DLR]
    • Use Fuel Seller Tax Report Quarterly (735-1334Q) [Taxpayer Type USESQ]
  • Added Return Guideline for the following return effective January 1, 2017:
    • Use Fuel Seller Tax Report Annual (735-1334A) [Taxpayer Type USESA]

RTEF-40940

  • Added revised Motor Vehicle and Aircraft Fuel Dealer (735-1302D) [Taxpayer type DLR] effective April 1, 2018 with the following updates:
    • Modified city calculations on Page 3 to omit gallons from Schedules 1H, 5LO, 10A, and 10AC for destinations where the outside city limits are selected on location records.
    • Modified city calculations on Page 3 to omit gallons from Schedule 7E for origins where the outside city limits are selected on location records.
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
    • Modified Schedule 7E to require an origin facility id.
    • Modified rules that were creating duplicate error message.
  • 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-40941

  • Added revised Use Fuel Seller Monthly/Quarterly (735-1334M/7351334Q) [Taxpayer type USESM/USESQ] effective April 1, 2018 and Use Fuel Seller Annual (735-1334A) [Taxpayer type USESA] effective January 1, 2018 with the following updates:
    • Modified city calculations on Page 2 to omit gallons from Schedules 5FLT, and 5BLK for destinations where the outside city limits are selected on location records.
    • Modified city calculations on Page 2 to omit gallons from Schedule 5CRD, 6RTL, 10G, and INT02 for origins where the outside city limits are selected on location records.
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
    • Modified Schedule 5BLK, 5FLT, and 6FTL to require a destination facility id.
    • Modified Page 1 of the return to dynamically populate tax rates.
  • 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-40978

  • Added revised Terminal Report (734-2920) [Taxpayer type TOR] effective April 1, 2018 with the following updates:
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
  • 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-40979

  • Added revised Use Fuel Bulk Distributor Report (734-2831) [Taxpayer type DLRBK] effective April 1, 2018 with the following updates:
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
  • 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-40980

  • Added revised Carrier Report (734-2921) [Taxpayer type CAR] effective April 1, 2018 with the following updates:
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
  • 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-40981

  • Added revised Biodiesel and Ethanol Producer Report (734-2927) [Taxpayer type PRO] effective April 1, 2018 with the following updates:
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
  • 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-40982

  • Added revised Aircraft Fuel Tax Refund Claim form (735-1203) [Taxpayer type RAIRC] effective April 1, 2018 with the following updates:
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
  • 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-40983

  • Added revised Fuel Tax Refund Claim form (735-1200) [Taxpayer type RDLRC] effective April 1, 2018 with the following updates:
    • Added a warning level return validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used on any transaction.
    • Added a global warning level schedule validation rule for facilities. The city, county, and outside city limits indicator must match the values used by the state of Oregon when a facility id (origin/destination_alt_facility_number) is used.
  • 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-43070

  • Modified the Special License Fee Registration for CNG & Propane (734-2938) [Taxpayer Type RGCNG] to display the original Applicant and Official Date Signed values on the bottom of Page 1 when the return is regenerated after the session has been filed.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

 RTEF-43072

  • Modified the Fuel Tax Special Refund Claim Form (734-2942) [Taxpayer Type RDLRS] to display the original Claimant Date Signed value on the bottom of Page 2 when the return is regenerated after the session has been filed.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Tennessee

RTEF-43231 (ADM-11097) and ZMS-28702

  • Modified the Tennessee eFile Viewer Page so that after the eFile is generated the ‘Mark as Submitted’ button displays instead of ‘Transmit’.

Texas

RTEF-43060

  • Updated Diesel Distributor (06-168A-DSTD) [Taxpayer Type DSTD] schedule validation rules to include 'None' as a valid business subtype for schedules 07145 and 07147.
  • 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-43065

  • Updated Diesel Supplier (06-168A-SPLD) [Taxpayer Type SPLD] schedule validation rules to include 'None' as a valid business subtype for schedules 07145 and 07147.
  • 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-43068

  • Updated Diesel Permissive Supplier (06-168A-SPLPD) [Taxpayer Type SPLPD] schedule validation rules to include 'None' as a valid business subtype for schedules 07145 and 07147.
  • 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-43081

  • Corrected capitalization on required field error messages on schedule transactions for bill of lading date, buyer license, carrier license, and seller license on the following returns:
    • Gasoline Blender (06-168A-BLDG) [Taxpayer Type BLDG]
    • Gasoline Distributor (06-168A-DSTG) [Taxpayer Type DSTG]
    • Gasoline Exporter (06-168A-EXPG) [Taxpayer Type EXPG]
    • Gasoline Importer (06-168A-IMPG) [Taxpayer Type IMPG]
    • Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG]
    • Gasoline Permissive Supplier (06-168A-SPLPG) [Taxpayer Type SPLPG]

RTEF-43092

  • Updated schedule transaction rules to prevent transactions from being imported when a Buyer without license number and invalid mode code are provided for the following Texas returns:
    • Gasoline Blender (06-168A-BLDG) [Taxpayer Type BLDG]
    • Diesel Distributor (06-168A-DSTD) [Taxpayer Type DSTD]
    • Gasoline Exporter (06-168A-EXPG) [Taxpayer Type EXPG]
    • Diesel Importer (06-168A-IMPD) [Taxpayer Type IMPD]
    • Gasoline Importer (06-168A-IMPG) [Taxpayer Type IMPG]
    • Diesel Supplier (06-168A-SPLD) [Taxpayer Type SPLD]
    • Gasoline Supplier (06-168A-SPLG) [Taxpayer Type SPLG]
    • Diesel Permissive Supplier (06-168A-SPLPD) [Taxpayer Type SPLPD]
    • Gasoline Permissive Supplier (06-168A-SPLPG) [Taxpayer Type SPLPG]
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

United States

RTEF-42906 (ADM-11237 and ADM-11238)

  • Added the following new product codes for use on the Carrier Summary Report (720-CS) [Taxpayer Type CAR] and Terminal Operator Report (720-TO) [Taxpayer Type TOR] effective January 1, 2018:
    • 061 Natural Gasoline
    • 301 CBOB Conventional Gasoline Blending Component
    • 302 RBOB Reformulated Blendstock for Oxygenate Blending
  • 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.

West Virginia

RTEF-42021

  • Updated eFile for West Virginia Motor Fuel Importer Report (MFT-508) [Taxpayer Type IMP] to pad with spaces when the manual entries for 'Previous Month Credit' and 'Exporter Credit' are left blank.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

RTEF-43243

  • Updated eFile for West Virginia Supplier / Permissive Supplier Report (MFT-504) [Taxpayer Type SPLPS] to pad with spaces when the manual entries for 'Previous Month Credit' and 'Exporter Credit' are left blank.
  • Actions:
    • This update affects the generation of the eFile – please review values that are calculated differently due to this change.

Tobacco

Kentucky

RTEF-42738

  • Updated the Kentucky Cigarette Wholesaler (TBCW) and Other Tobacco Products Returns (TBOTP) [Taxpayer Type TBCW and TBOTP] to update the column caption and error message for NPM Qualified Escrow Account.
  • 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.

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-42952

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for February 28, 2018.  

Admin Updates

This section contains updates related to administration of the product.

ZMS-26027 (ADM-9346)

  • Update Admin > Message Center Add New Record > Recipients tab:
    • Renamed tab ‘Product’ to ‘Form Types’
    • Added new tab ‘Licensed Products’
      • Available options are blank (for all), ‘AvaTax Excise’ and ‘Returns Excise’.  When an option is changed, the available companies will be limited to those that are licensed for that product.

ZMS-28907 (ADM-11341)

  • Updated to display the role the user is assigned as the user’s current role in the User Details pop up screen on Admin > User List.             

Data Import Updates

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

ZMS-20698

  • Corrected the import of Schedule Scenario master data so that a primary key error is not thrown when importing an existing record using the Merge/Append option.

ZMS-28718 and ZMS-28721

  • Added a new company site setting ‘Check Sum’ to Maintenance > Companies > Settings > Schedule Transaction Import. The valid options in ‘Value’ drop down are numeric fields from schedule_transactions, schedule_transactions_supp, and schedule_transactions_custom.
    • ‘Check Sum’ will display in the header of Schedule Transactions Import Detail page.  Check Sum is the sum of all values in the field selected in the Company Setting in the import file.   It is not the sum of all values imported into the system. 
  • Added new fields to header of Schedule Transactions Import Detail page:
    • ‘Check Sum’ is the sum of all values in the field selected in the Company Setting in the import file.   It is not the sum of all values imported into the system. 
    • ‘Unassigned Source Records’ track if any source records did not become at least one transaction in the system.
    • ‘Total Unassigned Count’ is the number of records in the unassigned file at the end of processing.  This may differ from the ‘Unassigned Source Records’ due to license restrictions, active scenarios.

ZMS-28737

  • Updated the Master Data Import of Locations when using a .dat file to default the exact match options of country code, jurisdiction, and description to be true.

Maintenance Updates

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

ZMS-28737 (ADM-11263)

  • Updated to not disable grids or paging buttons when user has View Only access on Details, Locations, Tobacco Products, and Business Accounts tab on Maintenance > Schedule Scenarios.

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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