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5.32.0

 

Avalara Returns Excise
5.32.0

Release Highlights

Revision date: 3/1/18

Product release: March 1, 2018

 

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© 2018 Avalara, Inc. All rights reserved.

Avalara, AvaTax Excise, Avalara Return Excise, Avalara Government, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, CertCapture, AvaRates, and TrustFile, are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries.

All other trademarks are property of their respective owners.

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 2 new rates added after the 2018.2.22-5.32.0 Content Release.   New rates are identified with ‘*’.

Fuel

United States

Indiana                                      

RATE-10923

Michigan  

RATE-10918

United States

RATE-10917

https://www.appropriations.senate.gov/imo/media/doc/Bipartisan%20Budget%20Act%20of%202018.pdf

  • Reinstated Oil Spill Fee effective March 1, 2018:
    • Federal Oil Spill                                                                      0.09
    • Federal Oil Spill – CPG                                                           0.002143
  • Ended Federal Credit on Excise Tax rates December 31, 2017:
    • Agri-Biodiesel Mixtures                                                             -1.0
    • NonAgri-Biodiesel Mixtures                                                       -1.0
    • Renewable Diesel Mixtures                                                      -1.0

Sales and Use

United States

Alabama 

RATE-10916

  • Added new Sales and Use Tax rates effective February 1, 2018:
  • City of Natural Bridge                                                              0.03
  • Washington County Rental/Lease Tax – Auto                           0.01
  • Washington County Rental/Lease Tax - All Other TPP              0.01
  • Washington County Rental/Lease Tax – Garments                    0.01
  • Washington County                                                                 0.01
  • City of Grimes                                                                        0.04
  • Grimes Police Jurisdiction                                                       0.02

*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

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

Tobacco

United States

General                                      

RATE-10922

  • Updated ‘Unit of Measure’ to EA from GLL on following Tobacco rates:
    • AZ State Little Cigar Tax - per 20
    • DC Cigarette Equivalency Rate
    • GA State Little Cigar Tax
    • HI State Little Cigars Tax-Single
    • OK State Little Cigars Tax-Single
    • RI State Other Tobacco Products
    • UT State Little Cigars Tax-Single
    • WA State Little Cigars Tax-Single
    • WV State Statutory Allowance
    • WV State OTP Discount
    • WV State Use Tax
  • Updated ‘Unit of Measure’ to PAC from GLL on following Tobacco rate:
    • HI State Little Cigars Tax-Pack

Scenario Updates

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

Fuel

United States

Alabama

RTEF-42786

  • Obsoleted product category Lubricating Oil (2) in scenario/schedule products on the Monthly Lubricating Oils Tax Return (LO-1) [Taxpayer Type DLRLO] effective June 30, 2010 for schedules LOX1 and LOX2.

Illinois

RTEF-43212

  • Added scenario schedules/scenario ids to support the Assessment Refund Request (RQ100) [Taxpayer Type RFLPG] effective January 1, 2015 for the following schedule:
    • INT01             24695
  • Added product category LPG (7) in scenario/schedule products on the Assessment Refund Request (RQ100) [Taxpayer Type RFLPG] effective January 1, 2015 for schedule INT01.

Kentucky

RTEF-42118

  • Obsoleted product category Compressed and Liquefied Gas (8) in scenario/schedule products on the Liquefied Petroleum Gas Dealer Monthly Report (72A161) [Taxpayer Type DLRLP] effective January 31, 2018 for schedules 5 and 10.
  • Added product category Liquefied Petroleum Gas (9) in scenario/schedule products on the revised Liquefied Petroleum Gas Dealer Monthly Report (72A161) [Taxpayer Type DLRLP] effective February 1, 2018 for schedules 5 and 10.

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 7 revised forms and 0 new forms.                  

Fuel

United States

Alaska

RTEF-42141

  • Updated Schedule 6 on the Motor Fuel Tax Return Diesel (04-530) [Taxpayer Type DLRD] to have better data alignment.
  • Actions:
    • This update affects the visual display of the schedules – please verify the new look of the schedules.

RTEF-42143

  • Updated Schedule 9 on the Motor Fuel Tax Return Diesel (04-530) [Taxpayer Type DLRD] to have better data alignment.
  • Actions:
    • This update affects the visual display of the schedules – please verify the new look of the schedules.

California

RTEF-41670 (ADM-10840)

  • Added schedule validation for Supplier Motor Fuel (BOE-501-PS) [Taxpayer Type SPLM] to check that if transportation mode is by truck, gallons entered cannot exceed 10,000 gallons.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-42341

  • Added revised California State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] effective October 1, 2017 with new line/rate updates to Schedule A2 - Computation Schedule for District Tax Long Form for the following:
    • New cities of Corcoran (King County) and Lindsay (Tulare County)
    • Existing county of Los Angeles
    • Existing cities of San Pablo (Contra Costa County), Seaside (Monterey County)
  • Actions:
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

RTEF-42643 (ADM-10840)

  • Added schedule validation for Supplier of Diesel Fuel Tax Return (BOE-501-DD) [Taxpayer Type SPLD] to check that if transportation mode is by truck, gallons entered cannot exceed 10,000 gallons.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-42647 (ADM-10840)

  • Added schedule validation for Aircraft Jet Fuel Dealer Tax Return (BOE-501-MJ) [Taxpayer Type DLRA] to check that if transportation mode is by truck, gallons entered cannot exceed 10,000 gallons.
  • Actions:
    • This update affects the validation of fields on the affected schedules – any warnings or errors will need to be reviewed, changes to imported data may be required.

RTEF-42756

  • Added frequency types to the taxpayer_frequencies table to allow the selection of filing frequencies on the State, Local, and District Sales and Use Tax Return (BOE-401-A2) [Taxpayer Type CASU] for the January 1, 2017, April 1, 2017, and July 1, 2017 return versions.
  • Actions:
    • This update may affect taxpayer preferences – please review existing taxpayer preferences and create a new one if needed.

Georgia

RTEF-42382 (ADM-11009)

  • Added revised Motor Fuel Tax Report (MFD-04 DSTMF) [Taxpayer Type DSTMF] effective February 1, 2018 with the following changes: 
    • Cosmetic changes.
    • Dynamically populate rates.
    • Added override for Vendor's Compensation.
  • 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-42624

  • Added revised Motor Fuel Tax Report Aviation Fuel (MFD-04 DSTAF) [Taxpayer Type DSTAF] effective February 1, 2018 with the following changes: 
    • Cosmetic changes.
    • Dynamically populate rates.
    • Added override for Vendor's Compensation.
  • 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-42632

  • Added revised Motor Fuel Tax Report Liquefied Petroleum (MFD-04 DSTLP) [Taxpayer Type DSTLP] effective February 1, 2018 with the following changes: 
    • Cosmetic changes.
    • Dynamically populate rates.
    • Added override for Vendor's Compensation.
  • 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-42634

  • Added revised Motor Fuel Tax Report Special Fuel (MFD-04 DSTSF) [Taxpayer Type DSTSF] effective February 1, 2018 with the following changes: 
    • Cosmetic changes.
    • Dynamically populate rates.
    • Added override for Vendor's Compensation.
  • 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.

Illinois

RTEF-39367 (ADM-9575), RTEF-40676 (ADM-10321), and RTEF-42935

  • 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.

Indiana

RTEF-42465 (ADM-11071)

  • Added revised Consolidated Special Fuel Monthly Tax Return (SF-900) [Taxpayer Type SPLSF] effective February 1, 2018 with the following changes:
    • Cosmetic changes.
    • Added new section 6 signature section for amendment (SF-900X).
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Louisiana

RTEF-42848

  • Updated the Louisiana Distributor Exporter Blender Return (R-5398) [Taxpayer Type DSTED] to remove a validation rule for buyer license number from the Diversion 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.

Kentucky

RTEF-42118 (ADM-10883)

  • Added revised Liquefied Petroleum Gas Dealer Monthly Return (72A161) [Taxpayer Type DLRLP] effective February 1, 2018.  LPG was moved to a separate product category and schedule transaction rules were modified accordingly.
  • 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.

Oregon

RTEF-39868 (ADM-9886)

  • Set obsolete date on the Taxpayer Preferences table for retired Motor Vehicle Fuel and Aircraft Fuel License Tax Report (735-1302) [Taxpayer Type DST] effective June 30, 2015.
  • Actions:
    • This update affects the ability to access the return and schedules after the obsolete date.

South Carolina

RTEF-42139

  • Modified Schedule L-2103 on the Motor Fuel Tax Suppliers Monthly Fee and Fee Calculation (L-2119) [Taxpayer Type SPL] to omit second page when previous page was not fully filled.
  • Actions:
    • This update affects the visual display of the return – please verify the new look of the return.

Texas

RTEF-43289 (ADM-11375)

  • Corrected eFile generation and return for Texas Fuels Tax Report Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD] to populate Page 2, Line 28 with transactions from INT05 on the tax return and eFile.

Actions:

  • This update affects the generation of the eFile – please review correct values are included. When creating the eFile, choose eFile Version TEXAS EDI Version 4010 v3.

 

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

Virginia

RTEF-42245

  • Added new Excel upload template customized for the Motor Fuel Transporters Return (FT-461) [Taxpayer Type TRN].
  • Actions:
    • This update affects the Excel templates used for data upload – please verify the new look of the template.

RTEF-42639 (ADM-11137)

  • Added mode code ‘RT-Removal from Terminal’ to the Terminal Report (FT-457) [Taxpayer Type TOR].
  • Actions:
    • This update affects schedules, generation of return and eFile – please verify new mode code is available on schedules, generates on the return and populates in the eFile.

Washington

RTEF-42868

  • Modified eFile submission on the Terminal Operator (FT-441-863) [Taxpayer Type TOR] effective January 1, 2018.  Updated test URL which eliminated an error message logged on eFile transmission.
  • Actions:
    • This update affects the submission of the eFile – please review transmission is successful.

Sales and Use

General

RTEF-43107 (ADM-11271)

  • Corrected records in the return_documents table that were inadvertently updated in release 5.31.20, which affected Sales and Use returns.

Tobacco

United States

Louisiana

RTEF-42767

RTEF-42784

  • Updated the Tobacco Tax Return (R-5604) [Taxpayer Type TBATP] to add an additional Invoice Date field to match the data upload template.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

RTEF-42838

  • Updated the Tobacco Tax Return (R-5604) [Taxpayer Type TBATP] to modify the taxable field format.
  • Actions:
    • This update affects the visual display of the return - please verify the new look of the return.

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-42695

  • Added, modified, or terminated records in the terminals and location tables with revisions from the IRS Terminal and Refinery Control Number listing for January 31, 2018. 

ZMS-24051

  • Updated the system to log any failed authentication attempts when performing REST-based API integrations.  Previously failures were being appropriately tracked in the system, just not logged in the Audit log.

ZMS-25619

  • Removed obsolete and unnecessary files from the [website]/bin folder during website upgrade.

ZMS-27895

  • Added a ‘clear’ for connectionManagement section of the web.config so a machine setting does not affect the application.

ZMS-28457

  • Added the following fields to schedule views to be used to distinguish if a location resides outside the city limits:
    • origin_out_city_limit_ind
    • destination_out_city_limit_ind
    • diversion_out_city_limit_ind

ZMS-28573

  • Added updated version of User Guide.

ZMS-28716

  • Added the following fields to the st_import_headers table in preparation for a future enhancement:
    • checksum numeric (29,10) null 
    • unassigned_source_records integer null 
    • unassigned_overall_total integer null

ZMS-28834

  • Added state_assigned_code (varchar(30)) to rates.
  • Added fields to locations:
    • state_assigned_code (varchar(30))
    • site_code (varchar(30))
    • special_jurisdiction (varchar(30)) 

Admin Updates

This section contains updates related to administration of the product.

ZMS-28041

  • Added “Created Date” column to the grid on the Admin > User List page.  This will populate with the created date of the user profile record.

ZMS-26758 (ADM-9828)

  • Added an option to search the closed cases a company previously submitted.

ZMS-28161 (ADM-10728 and ADM-10830)

  • Updated when exporting the Audit Log to Excel or .CSV file, to trim the Formatted Message column to 32,767 characters (the max for an Excel cell).

ZMS-28218

  • Corrected an issue on the User Profile screen for clients that use Single Sign On security, to not display the required field indicator (red asterisk) for the email field.

ZMS-28306

  • Updated the Admin > Site Setting grid to use a pre-filter based on Category.

ZMS-28338

  • Update Admin > Roles page for easier use and added additional checks to ensure data is entered correctly.

ZMS-28412

  • Updated importing of Role Permissions to accept upper or lower case ‘x’ in view_access or edit_access columns.

ZMS-28481

  • Improved the code to generate a password that meets the password requirements on Admin > User List

ZMS-28486

  • Updated the Delete All Tax Sessions and Delete Tax Session tasks to include system activity messages indicating how many schedule transactions were removed as part of the task.

ZMS-28556 (ADM-11048)

  • Updated the ZMS_API_SERVICE role, Schedule Transactions Import role permission, to have “edit” access.

ZMS-28571

  • Added an authorization element to the Company Setting Category for Automated Import on Admin > Roles.
    • zms_admin, zms_edit, zms_company_admin, and zms_company_admin_with_master have edit access
    • zms_view has view access
    • Other roles must be updated to leverage this new authorization element.

Archive Updates

This section contains updates related to archive and restore functions.

ZMS-28247

  • Updated the Archive Creation, Archive Upload and Purge grids to redirect the user to the Scheduled Tasks tab if a grid export is performed.

eFiling Updates

This section contains updates related to eFiling.

 

ZMS-28144

  • Updated the eFile viewer to display all XML details when there is an eFile status of warning.

ZMS-28196

  • Added Location ID to eFile Viewer grid to identify which tax session belongs with a location id if there are multiple tax sessions for same period with different location ids.

Maintenance Updates

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

ZMS-25072

  • Updated Maintenance > Local Jurisdiction to increase the height on popup so all filter options display.

ZMS-25658

  • Updated ‘Country’ field to be blank instead of defaulting to United States when adding a new record on Maintenance > Business Entities.

ZMS-26487

  • Updated Maintenance > Schedule Scenarios to enable override of tobacco products.

ZMS-28194

  • Updated the Schedule Scenario Accounts entry to not allow more than one Exclude comparison operator for each business type (buyer, seller, etc.) and business subtype or jurisdiction business account field. If more than one account subtype must be excluded the values can be entered as a comma separated list. For example: C001, MC01, D

ZMS-28204 and ZMS-28205

  • Added ability to store supporting documents for Company Accounts and Tax Sessions
    • Go to Maintenance > Companies > Accounts > click on an account record > click on Supporting Documents tab and upload a document.
    • Go to Tax Filing > Tax Sessions > click on a tax session > Session Details > click on Supporting Documents tab and upload a document.

ZMS-28222 (ADM-10860 and ADM-1093 7)

  • Added Company 0 Communication Messages for the following scheduled tasks: Automatic Tax Session Creation, Automatic Calendar Event Creation, Automated Tax Session Archive, CertCapture Sync Certificates, CertCapture Process Queue Messages, Generate Mail Messages, and Index Maintenance. The communication messages will be used to alert a system administrator if the task errors. To enable the communication message alert the tasks must be updated to use the message.

 ZMS-28323

  • Fixed the Business Account editor to not allow updates to locked business accounts, except for effective and obsolete dates, after an update error occurs.

ZMS-28356

  • Updated ‘Local Jurisdiction Organization Code’ to display a long checkbox on Maintenance > Local Jurisdictions > Columns selector.

ZMS-28364

  • Fixed copying a Workflow Definition without associated tasks to display the success message if the definition is copied successfully on Maintenance > Workflows.

ZMS-28383

  • Updated the selection of the business account when Schedule Scenarios are used.  If more than one business account matches the scenario the more specific account will be selected.  For example: if a buyer account exists for TN/Exporter and TN/NONE the TN/Exporter business account will be selected.

ZMS-28444 (ADM-10958)

  • Updated Maintenance > Schedule Profiles > Locations tab to allow values longer than 32 characters in Location field to be added.

ZMS-28464

  • Updated Maintenance > Master Data Import of Schedule Query Fields to convert the Field Name to lower case.   SQL will allow import of mixed case Field Names and will convert the Field name to all lower case.   Oracle will not allow import of any mixes case values and will display an error for Field Names that have mixed case.

ZMS-28479

  • Fixed the Tobacco Products csv master data import so it does not fail when the manufacturer is not a company specific manufacturer.

ZMS-28516

  • Updated the following Master Data Import mappers to set the obsolete date to end of day:
    • account_subtypes
    • alt_transportation_modes
    • alternate_product_codes
    • company_accounts                                
    • item_codes
    • manufacturers
    • outlets
    • products
    • products_tobacco
    • rates
    • schedule_profiles
    • schedule_transactions_rules
    • schedules
    • taxpayer_contacts
    • taxpayer_preferences

ZMS-28563 (ADM-11061)

  • Updated the behavior of Maintenance > Locations > ‘Delete Unlocked Locations’ to only delete unlocked locations that appear in the current filtered grid. Previously this option deleted all unlocked location records from the entire locations table regardless of the current filter.

ZMS-28564

  • Updated effective date validation error message for Washington Supplier on Maintenance > Companies > Company Account to add a space:
    • Corrected Message:  Effective Date must be on or after 7/1/2016
    • Incorrect Message:  Effective Date must be on or after7/1/2016

ZMS-28649

  • Updated Maintenance > Local Jurisdictions grid filters to allow filtering on Alternate Codes, Parent Codes, and Child Code tabs.

ZMS-28693

  • Updated the Rate maintenance pop up window to handle records where the maximum_units, maximum_currency_amount, minimum_units, or minimum_currency_amount fields are null.

ZMS-28723

  • Updated the Maintenance > Rate page to not display a "Required" message when copying a rate or when updating an existing rate.

Replication Service

This section contains updates related to Replication Service.

Note: This feature option is available only to SaaS-based customers under an additional license. Please contact your Sales Representative if you would like more information.

 

ZMS-27749

  • Updated the Replication Install when entering the application settings, the install will now validate that the user can access the company for the URL provided; if not then the user will not be able to move to the next step of the install.

ZMS-27978

  • Added a unique identifier to the Replication Install so the Upgrade will no longer uninstall the Replication Service.

ZMS-27981

  • Updated Replication Install to correctly set the service name based on what the user entered during the install.

ZMS-28165

  • Added ability for user to schedule maintenance and rebuild of indexes.  Added Rebuild Indexes and Cleanup Logs option to Maintenance > Replication Services > Calendar > Replication Object Type.
  • Added three new Company Settings for Replication Service:
    • Number of days to retain Task Headers and Logs (0 for infinite)
    • Maximum number of days before forcing an index rebuild
    • Minimum fragmentation needed to rebuild an index

ZMS-28166

  • Changed the default sorting of Maintenance Replication Service Queue to Start Date DESC for All Items and Pending grids.  The Completed Items grid is sorted by Processing Start Date DESC.

ZMS-28186

  • Added a check on Replication Service to see if a tax session is already being processed before starting it.  If one is in progress, error message will display ‘Cannot queue tax session for replication.  This session is already scheduled to be replicated.’

ZMS-28290

  • Updated Maintenance > Companies > Settings > Replication Settings to automatically apply a setting change without a service restart.

ZMS-28534

  • Updated sales_amount column in Schedule Transactions to match in both the Replication Database and in the Client Database.

Reporting Updates

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

ZMS-27526 (ADM-10413)

  • Added a new feature In Reporting > Scheduled Query Wizard to see all fields for selected schedule transaction by holding Ctrl key and then clicking on a schedule transaction.

ZMS-28148

  • Added a profile option ‘Schedule Query Wizard Drop Down Filter’ to Admin > User Profile > Profile tab allowing user to select ‘Starts With’ or ‘Contains’ filter option for Schedule Query Wizard.   This will determine how to filter date in the dropdowns on Schedule Query Wizard.

ZMS-28191

  • Updated Query > Schedule Query Wizard > Advanced Query to include terminal records from Terminal Operator taxpayer types and taxpayer types that require a terminal operator. For example:  if enter a transaction on each taxpayer type SPL, TOR, and TRN – three transaction records should display in query results.  Previously, the system showed the transaction for TOR and did not show the non - terminal transactions.

ZMS-28213 (ADM-10873 and ADM-11168)

  • Updated Reporting > Schedule Query Wizard to allow all common code types to show for Mass Change based on the query definition.  Previously only the system default common code type value would show.

ZMS-28234

  • Updated Reporting > Schedule Query Wizard to display the Maintenance menu and be able to navigate to the menu while editing a query’s Columns tab.   Previously, while editing columns tab, the menu displayed behind the prompt and could not navigate on Maintenance menu.

ZMS-28255

  • Updated check box ‘Check to display maximum number of records (this will override the page size setting’ to return to page size setting when unchecked on Reporting > Express View > Return Summary.

ZMS-28304

  • Added an additional ‘Refresh’ button on left side of the grid on Reporting > Schedule Query Wizard.  This will allow the button to be accessible without scrolling to other side of grid.

ZMS-28370

  • Updated Reporting > Schedule Query Wizard > Copy Records action to include the list of fields being updated. 

ZMS-28408

  • Added a scroll bar to handle overflow of ‘Column Preferences Name’ when too long in Reporting > Schedule Query Wizard.

ZMS-28709

  • Updated to sort schedule codes in numeric order so 10 comes after 9 instead of 1 in Reporting > Schedule Query Wizard > Schedule Code dropdown field.

ZMS-28712(ADM-11197)

  • Updated Reporting > Express View > Schedule Codes Per Return to display schedules that are in effect during the effective date of the return.

ZMS-28859 (ADM-11046)

  • Updated the import csv files created using Schedules Query Wizard and Archive Creation to use the column name StampAttribute instead of stamp_attribute.

Schedule Transaction Importer Updates

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

PRO-1861

  • Added a new ‘DM2 Standard Mapper’.  This is the latest collaboration between Avalara and DM2 to provide a standardized import for DM2 files.

PRO-1863

  • Added new functionality to allow XML to generate and be used for Simple Storage Service (S3) imports.

PRO-1869

  • Updated dest_custom_id_code on PDI to look at the first character of field and assign it to the buyer customid or the destination customid.  Logic listed:
    • If the dest_custom_id_code starts with a ‘C’ then will map it to the buyer_customid
    • If the dest_custom_id_code starts with anything else, will map it to the dest_customid

Tax Filing Updates

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

ZMS-12477

  • Updated when creating multiple TOR tax sessions in a row, to not keep the ‘*’ required field for Terminal Code field preventing the tax session from being created even when populated on Tax Filing > Tax Sessions.

ZMS-25037

  • Updated Tax Filing > Tax Sessions > Data File Upload to load directly to the System Activity Page.  Previously it loaded into the popup screen and then into System Activity Page.

ZMS-26847 (ADM-10976)

  • Corrected displaying of holidays on Taxing Filing Calendar Widget when filtering for a specific country.

ZMS-27317

  • Updated Missing Company Information field to display information when clicked on Tax Filing > Transaction Validation. 

ZMS-27452

  • Adjusted the Schedule Transaction popup to not shift fields when error message for date fields displays on Tax Filing > Schedule Transactions.

ZMS-27941

  • Corrected Taxing Filing > Calendar Events to display ‘Submission Type’ once in ‘Columns’ on the grid.

ZMS-27944

  • Fixed the Data File Upload context menu item on the Tax Sessions grid to be disabled if the tax session does not include schedules defined.

ZMS-28127

  • Updated Tax Filing > Tax Filing Calendar filtering to not remove all records from the grid when different filtering is selected.

ZMS-28175

  • Added a message to indicate there are no tax sessions to process if the user chooses the "Export Return PDF(s) into Zip" option from the Tax Sessions grid.

ZMS-28200 (ADM-10843)

  • Updated the tax session assignment when importing transactions to continue if an individual transaction cannot be assigned to a tax session. For example, if a transaction has an effective company account and schedule scenarios but is no longer a licensed taxpayer type (the return is not included in the license key) a message will be recorded in the import's system activity.  The import will continue assigning tax sessions to the remaining transactions in the import.

ZMS-28202

  • Corrected Tax Filing > Company Account Calendar Event to delete a Series of events.

ZMS-28336

  • Updated Tax Filing > Transactions to save original ‘Schedule Code’ when entering ‘New Schedule Code’ field.

ZMS-28366

  • Aligned pencil icons with Transaction fields on Tax Filing > Schedules Transactions.

ZMS-28410

  • Updated the Tax Session grid's Mass Unfile action to not use the currently selected tax session to determine the authorization permission.

ZMS-28430

  • Removed associated return_files and return_file_segments records when a tax session is deleted.

ZMS-28454

  • Changed the Tax Session grid context menu option to ‘Generate Return’ from ‘Generate Session’ to be consistent.   Go to Tax Filing > Tax Sessions > right click on a tax session to get context menu – see ‘Generate Return’ (previously Generate Session).  No functionality was modified, only the name changed.

ZMS-28461

  • Updated Tax Filing > Calendar Events to not create an extra day when creating a one-day calendar event.

ZMS-28465

  • Updated import jobs that are started using the Tax Sessions context menu Data File Upload to be marked in error if the number of transactions in the import file is more than the maximum number allowed by the company's license.

ZMS-28488 (ADM-10970)

  • Updated the Delete All Tax Sessions, Delete Tax Session and Delete All Schedule Transactions tasks to handle tax sessions with a large number of schedule transactions more efficiently.

ZMS-28687

  • Updated the field name for the Location Postal Code to location_postal_code from location_postalcode on Tax Filing > Tax Sessions to allow filtering on Location Postal code.             

Support

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

 


 

 

Avalara Returns Excise
5.32.1 Update

Release Highlights

Revision date: 3/7/2018

Product release: March 7, 2018

 

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.

Please note:  Avalara provides the following two methods for you to receive these updates.  You only need to use one of these two methods to receive the updates.  The Rate and Rule Update is provided for the purpose of testing content early before rates go into effect.  Note that you still need to apply the monthly service pack on a regular basis.  Avalara strongly recommends that you apply the monthly service pack in a timely manner.  If you get behind on these service packs, you are not getting the latest product enhancements and corrections.  It is highly recommended that you stay up to date with the monthly service pack. 

  1. Run the setup.exe associated with this software update release.  This release can be found on the support site.  Please contact support if you have any questions.
  2. Run any of the monthly service packs following this release.

 

Monthly service packs are cumulative and will apply all updates and content from whatever version you are currently running.

Fuel

United States

Alaska

GOLD-3364

  • Added Scenario Tax Groups, Scenario Taxes, and Scenario Tax Group Xrefs for new municipal rates effective March 1, 2018.
  • Actions: Ensure correct municipal rate is used effective March 1, 2018

RATE-10927

Form Updates

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

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

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

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

Fuel

United States

Texas

RTEF-43328 (ADM-11396)

  • Corrected eFile generation and return for Texas Fuels Tax Report Gasoline Fuel Distributor (06-168A-DSTG) [Taxpayer Type DSTG] to populate Page 2, Line 27 with transactions from INT03 on the tax return and eFile.
  • Actions:
    • This update affects the generation of the eFile – please review correct values are included. When creating the eFile, choose eFile Version TEXAS EDI Version 4010 v3.
    • This update affects the calculations on the return – please review values that are calculated differently due to this change.

United States

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

  • Added the following new product codes for use on Carrier Summary Report (720-CS) [Taxpayer Type CAR] and Terminal Operator (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 calculations on the return – please review values that are calculated differently due to this change.

Data Import Updates

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

ZMS-28972 (ADM-11412)

  • Corrected to activate the ‘Import’ button on Data File Import Data Setting for the following:
    • Locations Import
    • Tobacco Products Import
    • Item Code Import

Support

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


 

 

Avalara Returns Excise
5.32.2 Update

Release Highlights

Revision date: 3/14/2018

Product release: March 14, 2018

 

Form Updates

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

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

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

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

Fuel

United States

Kentucky  

RTEF-43331

  • Added eFile Schedule Definition records to match the newest return effective date of February 1, 2018 for the Liquefied Petroleum Gas Dealer Monthly Report (72A161) [Taxpayer Type DLRLP].  The missing records were causing the eFile to generate without headers for the schedule detail section of the eFile.
  • Actions:
  • This update affects the generation of the eFile – please review correct values are included.

Texas

RTEF-43348 (ADM-11411)

  • Added TIA~5017 Summary segment to TEXAS EDI Version 4010 v1 and TEXAS EDI Version 4010 v2 for original and amended eFile generation of:
    • Diesel Fuel Distributor (06-168A-DSTD) [Taxpayer Type DSTD]
    • Gasoline Fuel Distributor (06-168A-DSTG) [Taxpayer Type DSTG]
    • Diesel Fuel Exporter(06-168A-EXPD) [Taxpayer Type EXPD]
    • Gasoline Exporter (06-168A-EXPG) [Taxpayer Type EXPG]
    • Diesel Fuel Importer (06-168A-IMPD) [Taxpayer Type IMPD]
    • Importer Gasoline (06-168A-IMPG) [Taxpayer Type IMPG]
    • Diesel Fuel 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 generation of the eFile – please review correct values are included.

 

Admin Updates

This section contains updates related to administration of the product.

ZMS-28981 (ADM-11413)

  • Corrected Active Directory integrated system to allow users to access Admin > User List.

 

Reporting Updates

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

ZMS-28995 (ADM-11429)

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

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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