Avalara AvaTax Release Notes

Added a new link along with a visual snapshot of AvaTax cross-border transactions 

In the AvaTax cross-border transaction, you can see the "Review this calculation" link and a visual snapshot of the elements for the tax calculation. The following tiles are shown from left to right:

• Are you collecting tax here?
  • Yes: with a checkmark icon
  • No
• Is your customer taxable?
  • Yes: with a checkmark icon
  • No
  • Not applicable
• Is the product or service taxable?
  • Yes: with a checkmark icon
  • No
  • Not applicable
• Custom rules apply
  • The conditionally displayed tile will be displayed only when a custom rule is applied.
  • Displays a tax rule box with a yellow stripe line with a header: A custom rule applies, and a subtext; custom rules changed some line item details
  • If these conditions are not met, the custom rules apply tile is hidden

New Reports tab for AvaTax for communications 

Added a new Reports tab to the homepage of AvaTax for communications customers. The new reports tab contains the Liability and tax returns reports. The Liability and tax returns reports consist of the Tax liability worksheet summary returns detail and Tax liability carryover credits reports.

New VAT transaction report 

Avalara is enhancing the AvaTax VAT/GST Determination solution to add a new VAT report in the AvaTax section Reports.

The new VAT report ensures you obtain the transactional data required for VAT reporting purposes in a clear and concise manner. You can find the report by following the path Reports --> Transaction reports --> Reverse charge, VAT & all tax data export --> VAT Transactions report.

 The report is available in AvaTax as of October 10th, 2022.

Enhanced TaxHinge Freight 

The TaxHinge logic is enhanced to use the taxability of the physical tax codes on a document, even when the line amount is $0. TaxHinge freight rules are currently supported in NY, PA, MD, and Manitoba (CA).

Enhancement to transaction report 

The transaction report is enhanced to support the marketplace. In addition, a new filter Merchant Seller identifier is added to the Sales Tax Document Line Export Report in the Sales Tax Document Data Export report category.

Added All EU countries in the country drop-down list for reports  

Added the All EU option in the country drop-down list for reports. Customers who file EU returns can use this filter. All EU options are added to the following reports:

• Sales tax document export
• Sales tax document line export
• Sales tax document line detail export
• Sales and Sellers Use Tax Summary
• Consumer Use Tax Summary
• All Taxes Liability Summary Report

Enhancement to reports for AvaTax for Communication 

For all AvaTax for communications customers, the Transaction and Exemptions tabs on the homepage are hidden. In addition, the Transactions reports and Exemptions reports and their related links on the Favorite tab are also hidden from the reports tab.

Enhancement to the phone number field in the sign-up form 

In the Avalara for Small Business (ASB) trial sign-up form, the phone number field is optimized to support only numeric characters.

Enhancement to menu items for Vendor Exemption Management 

For AvaTax exemption, the menu items are enhanced for the Vendor Exemption Management (VEM) with the following product headers and sub-options.

• Customers
  • Customers
  • Incoming certificates to review
  • Certificate requests
  • Add a certificate
  • Customer certificates
• Vendors
  • Vendors
  • Send a certificate
  • Certificates for vendors

Convention	Description
Bold	Menu options, product names, screen names, attributes names, and button names
Link	Weblinks or cross-reference links to AHC articles.

Enhancement to AvaTax

Avalara is enhancing the AvaTax VAT determination solution to determine the VAT/GST ID number used by the AvaTax user (AvaTax Company) in a specific VAT/GST transaction. It will be based on the transactional data available for the tax calculation and the VAT/GST IDs entered by the AvaTax user in the AvaTax settings section "Where you collect tax."

The AvaTax Company VAT/GST ID will be displayed in a new field which will be shown in the user interface at the line detail level and as part of the response back to the AvaTax user ERP or financial system.

The following are the main characteristics of this new field:

• Determined based on the VAT/GST registration of the AvaTax Company applied to the transaction
• The VAT/GST ID that is applied to the transaction is displayed in the response at the line detail in the new field listed as avtUserBIN
• Added in addition to the existing AvaTax user's counterparty's VAT/GST registration field
• The VAT/GST ID number of the counterparty in the transaction will remain in the "businessIdentificationNo" field, if applicable. The counterparty in a transaction can be the vendor or the customer, depending on whether the transaction is a purchase or a sale.
• Assists AvaTax users with VAT/GST ID for invoicing and reporting based on transactional data.

The change is effective as of October 10, 2022, for any VAT/GST calculations in the EU, UK, Norway, Switzerland, Australia, Japan, Singapore, and New Zealand.

New VAT content for Australia, New Zealand, Japan, and Singapore

Avalara is enhancing the AvaTax VAT/GST to support more complex calculation logic and content for Australia, New Zealand, Japan, and Singapore. The following enhancements are effective in AvaTax as of October 1, 2022.

The enhancements support current Australia, New Zealand, and Singapore GST legislation and Japan JCT legislation for the following use cases:

• Domestic supply/purchase of goods or services
• Export of goods or services
• Import of goods or services
• B2C supplies of digital services
• GST on low-value goods
• Deemed supplier rules for Marketplaces
• Supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services, ancillary transport services, and valuations of and work on movable property.

Enhancement to VAT to support more complex calculation logic and content for the EU

 Avalara is enhancing the AvaTax VAT determination solution to support more complex calculation logic and content for the EU. The following enhancements are effective in AvaTax as of October 1, 2022.

The enhancements support the current EU VAT legislation for the following use cases:

• Supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services
• Ancillary transport services
• Valuations of, and work on, movable property

The enhancements impact the sourcing of the following tax codes as they will be considered sourced in the place where the events or activities take place in the EU:

OA020000	OA026346	OA020403
OA020100	OA020300	OA020800
OA020200,	OA020310	OA020801
OA020500	OA020400	OA029338
OA020600	OA020401	OA029339
OA020700	OA020402	OA029340

Further, if a service provided relates to a supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services, ancillary transport services, and valuations of, and work on, movable property. Still, if a different tax code is used, the Company will need to pass in their request the parameter "SupplyofService." The following are the applicable values for this parameter:

• For B2C transactions: “AdmissionToEvents”
• For B2B transactions: “EventsRelated

You can pass the parameter at the Company or Transaction level:

• If passed at the Company level, it applies to all services provided by the Company
• If passed at the Transaction level, it only applies to the specific transaction for which the parameter is passed

Deprecated "payment date" and "reporting date" options from all reports

 The two date options, payment date and reporting date are removed from the Date to be used field since they are no longer used.

Updated the All Settings page for the standalone version of ECM Pro

 The following options are hidden on the All Settings page for the standalone version of ECM Pro.

• Where you sell
• What you sell
• Locations and Marketplace codes
• Custom rules
• Advanced company settings
• Advanced account settings

HS Code Reclassification

 There are several times when tariff code classifications need to be re-requested. Some of the scenarios are:

• Classification codes have expired and need to be re-requested.
• When certain codes have been assigned, you want the Avalara team to relook at the codes.

AvaTax does not let items with the same item code be entered. To avoid sending duplicate products, we have added reclassify option in the What You Sell section allowing you to reclassify the duplicate products.

 Enhanced Multiple Points of Use Allocation rule template for country selection

The Multiple points of use allocation rule template in Advanced transaction rules allow you to add addresses for allocations. We have added a Country drop-down to the Multiple points of use allocation rule type when the Ship To State and Ship From State field selection is made.

Nexus

As Avalara for Small Business (ASB) customer, when you select the option Where you collect tax, you are taken through the new guided flow to maintain a nexus set up on their own. You can invoke the flow from the Home or the Where you collect tax setup.

Added error message when TotalTax and TaxAmount are blank with Process code 1 or 2

When ProcessCode 1 or 2 is provided in legacy batch import, then TotalTax and TaxAmount fields are mandatory. If the fields are blank, legacy import displays an error message "Tax Override amount is missing." Similarly, in the new batch import, for Avalara Standard and Custom templates, If the TotalTax and TaxAmount fields are blank, an error message "Total Tax and Tax Amount fields are blank. These are required fields when you're using Process Code 1 or 2 to override a tax amount "is displayed.

Enabled the Returns menu in the navigation bar for limited access or read-only users

The Returns tab was greyed out for limited access or read-only user roles. Now it is enabled for all customers.

Reorganized the Exemption menu based on the subscriptions type

The Exemption menu is reorganized based on the subscription type. The Exemption menu contains the following menu options:

• Overview
• Resources
• Customers
• Incoming certificates to review
• Certificate requests
• Add a certificate
• Customer certificates

Users having Exemption with AvaTax have the following menu options:

• Customers
• Add a certificate
• Customer certificates

Updated the navigation of ECM Pro for standalone users

ECM Pro standalone users do not see the Documents and Reports menus on the navigation bar.

Integration selection pop-up

As an Avalara for Small Business (ASB) user, first, you will see the integrations page offered by the partner and then the Integration selection pop-up.

Revamped the information for Connector Tile on the partner page

As an Avalara for Small Business (ASB) user, you should be able to read all the important information about the Connector on the partner page for that integration. The following are the updates for the important information:

• Tile design has an expander
• After expanding, the following information is added:

o   Version

o   Platform Version

o   Type

o   Certificates

o   Installation Guide

• Information about the purchase (if applicable)
• The Get button changes to Install after purchase

Generating license key

More clear direction is provided for generating the license key.

The following is the fix in AvaTax.

Live customers saw a new state or Onboarding legacy in their To Dos as default.

All Live customers saw new state or onboarding legacy as default in their To Dos, even though they have completed theirs To Dos. This issue is resolved.

 

Convention	Description
Bold	Menu options, product names, screen names, attributes names, and button names
Link	Weblinks or cross-reference links to AHC articles.

New Tax sub-type added in Landed Cost

A new tax sub-type is added in Landed Cost to support the customs clearance fees calculation for different customs entries. The feature works as per the TaxIncluded feature in case all the lines are TaxIncluded or none of the lines in the transaction are TaxIncluded.

Added a new tile Manage SST within AvaTax settings

A new tile, "Manage SST," is added in the AvaTax settings to allow active SST customers to request registrations in additional SST states.

Tax code mapping microflow

As Avalara for Small Business (ASB) customer, when you select an option to input What You Sell, you are taken through the end-to-end guided flow of mapping items to Avalara tax codes.

New Colorado Retail Delivery Fee report

A new Colorado retail delivery fee report is added to the transaction report that shows the summary of taxable and non-taxable deliveries, the associated fee amount, and the document details.

A new "Your Setup" section with tiles on the Avalara Home page

We have a new section, Your Setup containing the various task list for Onboarding. On completion of a task, a new title for the next task is added to Your Setup, summarizing the setup for that task. Select the tile to enter the appropriate task flow to perform the steps. Each onboarding task has a corresponding tile.

Enabled Amazon V2 extractor in AvaTax 

The Amazon V2 extractor tile is now available in AvaTax.

Added Puerto Rico in the Eco Nexus Map

Added Puerto Rico to the Eco Nexus Map on the Avalara Home page.

Updated labels and text on Add Transaction and Where you collect tax page

The following updates are made to the labels and text on Add Transaction and Where you collect tax pages:

• Added a heading text "Importer of Record" above the Importer of Record setting to separate it from the VAT number field above.
• Changed the Importer of Record checkbox label "This company is the importer of record" to "[COMPANY NAME] is the importer or record," dynamically inserting the current user's company name in the label.
• Changed the checkbox subtext when the checkbox is not selected: "As the Seller, you aren't responsible for any import duties and taxes. When left unchecked, duties and taxes are not included in transactions, delivered at place shipping is assumed, and the buyer is expected to pay on delivery." to "The importer of record collects customs duties and import taxes."
• Changed the checkbox subtext when the checkbox is selected: "As the Seller, you're responsible for any import duties and taxes. Check this if the buyer is the importer of record in your shipping agreement, but you want to collect duties and taxes in transactions, such as when using a Delivered Duty Paid shipping service." to "The importer of record collects customs duties and import taxes."
• Change all references to "Country," "country," countries," to "country or territory," "countries or territories," or "Country or territory."

Updated error messages that appear during transaction upload

Updated the following error messages from “Incorrect file format. Transactions must be a .csv, .xls, or .xlsx file” to “Incorrect file format. Upload transactions in a .csv, .xls, or .xlsx file”. and "Something went wrong. There is an error in your file. There is a missing ProcessCode. Add a ProcessCode to row X and then upload your file again" to "A process code is missing in the {PROCESS CODE} column. Add the missing process code and import your file again."

Updated the Home page with a link to Exempt customers from tax link 

If the Home page is post-onboarding and hasn't transitioned to the maintenance state yet, in the Fine-tune your company profile finish setup, the link to "exempt customers from tax" is updated to take you to the new exemptions. avalara workspace.

Important information about the extractor on the integration partner page

As an ASB user, you can read all the critical information about the extractor on the partner page for that integration

Integrations not available in Avalara show an empty search result

As an ASB user, if you search for the integrations which are not available in Avalara, an empty search result is shown so that you can invoke the request flow from that page.

Warning message on resetting the API key from your integration  

You can reset the API key with a proper warning message as an ASB user.

Buy flow runs in the background 

As an ASB user, when you click on the Get integration for the connector, you will see that connector is added to the account without any more clicks.

Integrations not available for online buy    

As an ASB user, you can see all the integrations not available for the online buy in the tile so that you can click and submit a request.

For ASB users, show all the available integrations in AvaTax

As an ASB User, you can see all the integrations which are available and not available for online buy.

For ASB users, show all the available integrations as tiles in AvaTax

As an ASB user, you can see the integration tiles for all the available integrations so that you can click on the entire tile and select the integration.

A guided help provided for the authorization window       

If an authorization window does not appear, guidance is provided on how to open it, given each browser's pop-up blockers.

The following are the fixes in the AvaTax.

Advanced Rule populated incorrect fields

When using expressions and reference lists, the Advanced rules did not populate the correct fields. This issue is resolved.  

Increased limit for exporting all the items under what you sell to 200000 items

Earlier, there was a restriction to export all the items under what you sell with a limit of 100000 items. This is resolved by increasing the limit for exporting all the items under what you sell to 200000 items.

Improvements to Your Business Profile section

 The Your Business Profile section is improved by adding the check mark when the task is completed and reducing the lag time for the Your Business Profile tile to appear.

 

Convention	Description
Bold	Menu options, product names, screen names, attributes names, and button names
Link	Weblinks or cross-reference links to AHC articles.

Bulk uploading of HS Codes specific to countries to AvaTax

The item and their associated parameter mapping and classification were done one at a time from the Customer User Portal (CUP). However, now you can bulk upload HS codes specific to countries to AvaTax.

Simplified initial Onboarding and company creation for Exemption Certificate Management (ECM) Pro and Enterprise accounts on AvaTax

Suppose an account has an ECM Pro and no AvaTax service types. In that case, the onboarding process displays a simplified create a company and add a company page instead of the standard AvaTax Onboarding and create a company with nexus wizard. After the create a company step, the ECM users are redirected to the Avalara home.

Update task list after completion of an onboarding task

Your Business Profile section contains the various task list for Onboarding. After completing a task, the task is removed from the task list before adding a new tile for the next task.

The following are the fixes in the AvaTax.

Consumer Use Tax Type

The Consumer Use Tax type is now available. Earlier, General RateType was applied when no rate was found for a jurisdiction for the RateType assigned by the Taxability rule.

Added a new column to the AvaTax transaction page

A new column, Doc Status, is added to the transaction list page for Returns for Small Business (RSB) users who purchased extractors and intend to use the Returns service in AvaTax.

New link added under Account on the Avalara home page

A new My Downloads link is added under Account on the Avalara home page. When you initiate a download, and that download is completed, the download appears in My Downloads.

Customer User Portal (CUP) supports a standalone new Home page for Exemption Certificate Management (ECM) Pro

If a user has subscribed to ECM Pro but not AvaTax or Returns. On login to the Customer User Portal (CUP), the home page displays the ECM summary page.

Subscription remaining countdown message on the home page when Avalara for Small Business (ASB) free trial is nearing expiry

If a user has subscribed to ASB free trial and the subscription is nearing expiry, the remaining duration countdown <aui-subscription-countdown> message is displayed on the Avalara home page.

Subscription expiry message on the home page when Avalara for Small Business (ASB) free trial expires

If a user has subscribed to ASB free trial and if the subscription expires, the subscription expired <aui-subscription-expiration> message is displayed on the Avalara home page.

A new "Your Business Profile" section with tiles on the Avalara Home page

We have a new section, Your Business Profile containing the various task list for Onboarding. After completing a task, a new tile for the next task is added to Your Business Profile that summarizes the setup for that task. Select the tile to enter the appropriate task flow to perform the steps. Each onboarding task has a corresponding tile.

Separate tiles for each Integration products

On the Your Business Profile, for each Integration product, there are different tiles. For example, if you have integrated QuickBooks and Woo Commerce, there would be two separate tiles in Your Setup. Each tile has the integration name and shows the number of records imported.

Florida purchase order threshold

While calculating the capital amount, a check is done for the document date less than the ongoing transaction document date while performing sales Invoice operations for Florida with the same Purchase Order (PO) number.

Convention	Description
Bold	Menu options, product names, screen names, attributes names, and button names
Link	Weblinks or cross-reference links to AHC articles.

Enhancements

What's New

Enhancements

Week of July 5, 2021

• Minor product enhancements and bug fixes

Week of June 28, 2021

• Minor product enhancements and bug fixes

Week of June 21, 2021

• Minor product enhancements and bug fixes

Week of June 14, 2021

• Minor product enhancements and bug fixes

Week of June 7, 2021

• You can now choose how you want Avalara to handle tax codes. Go to Settings > All AvaTax settings > Advanced company settings to make changes.
• Minor product enhancements and bug fixes

Week of May 31, 2021

• Minor product enhancements and bug fixes

Week of May 24, 2021

• Minor product enhancements and bug fixes

Week of May 17, 2021

• Minor product enhancements and bug fixes

Week of May 10, 2021

• Minor product enhancements and bug fixes

Week of April 26, 2021

• Minor product enhancements and bug fixes

Week of April 19, 2021

• Minor product enhancements and bug fixes

Week of April 12, 2021

• Minor product enhancements and bug fixes

Week of April 5, 2021

• Minor product enhancements and bug fixes

Week of March 29, 2021

• Minor product enhancements and bug fixes

Week of March 22, 2021

• Get tax code recommendations in AvaTax - Sorting through tens of thousands of tax codes to find just the right one can about as long as it sounds like it's going to take. Upload a list of your products so Avalara can make tax code recommendations instead of spending your time sorting through lists of tax codes.
• Minor product enhancements and bug fixes

Week of March 15, 2021

• Minor product enhancements and bug fixes

Week of March 8, 2021

• Minor product enhancements and bug fixes

Week of March 1, 2021

• Minor product enhancements and bug fixes

Week of February 22, 2021

• AvaTax and Returns customers now have access to more detailed information about their AvaTax usage and Returns usage
• Minor product enhancements and bug fixes

Week of February 15, 2021

• Minor product enhancements and bug fixes

Week of February 8, 2021

• Minor product enhancements and bug fixes

Week of February 1, 2021

• Minor product enhancements and bug fixes

Week of January 25, 2021

• Minor product enhancements and bug fixes

Week of January 18, 2021

• Now you can update update a POA or POO address in AvaTax
• Returns-only customers can now recalculate tax on transactions in bulk
• Other product enhancements and bug fixes

AvaTax (2020 releases)

Week of December 14, 2020

• If your business software can't send certain pieces of information about customers and vendors in the EU, you can now upload information about customers and vendors directly to AvaTax
• Other product enhancements and bug fixes

November and December, 2019

New

• Navigate AvaTax and Returns with an enhanced menu bar
• Review and change how transactions are calculated

Fixed

• Various technical improvements and bug fixes

October 27, 2019

Release 19.10.8   

Fixed

• Fixed multiple issues using the transactions import template
• Resolved an issue when selecting multiple local jurisdictions
• Corrected a problem displaying filing methods when updating filing calendars
• When creating a custom taxability rule with a cap value, advanced cap options default to "Limit the tax of the line to the cap amount" unless otherwise selected

Release 19.10.7   

Changed

• Can now search and sort UPC tables

Fixed

• Transactions now import properly when using .xlsx files
• Fixed a bunch of other minor bugs in transaction imports

Release 19.10.6   

Fixed

• Managed Returns:
  • Filing method changes now uopdate properly

Release 19.10.5   

Changed

• Added a default way to treat tax caps on tax override rules

Fixed

• Fixed the download for the transactions import toolkit
• Document dates now show up correctly on the Liability Worksheet Carry-Over Credit report

Release 19.10.4   

Changed

• In Settings > UPC, select the link to the UPC Import History page to view all imports; you can also upload a UPC check batch file to view the status of your UPCs

Fixed

• Resolved an issue with importing large spreadsheets of transaction data under the 28 MB / 100,000 row limit
• Various technical improvements and bug fixes

Release 19.10.1   

New

• Added a new Calculations Review section to transactions, accessed by clicking Review these calculations on the transaction details page. Here you can see how tax was calculated on each line item of a transaction, and get guidance on how to go about changing anything that might be wrong with the transaction.

Changed

• On the UPC page, select the link to import UPCs either by dragging and dropping .csv files, or by browsing and searching

October 13, 2019

Release 19.10.0   

Changed

• In Exemptions, Customer Type and Customer Description have been renamed to Business Type and Business Description; the renamed fields have been moved to the Add Exemption form
• The Company settings page displays a UPC section if your company has a UPC subscription; the UPC list is read-only

Fixed

• For SST returns, you can no longer edit returns in SST member states, as they are managed by Avalara
• Downloaded sales tax exemption certificate reports are in comma separated values format (.csv) instead of basic text file format
• Generating an input tax or output tax exemption report with preview option no longer results in an error
• Fixed an error where taxes weren't being included in some jurisdictions even when overrides were present that should have made that happen

September 12, 2019

Release 19.9.4   

Changed

• Company code can now include more special characters
• Child companies can now inherit advanced tax rules from their parent companies

Fixed

• Some minor UI improvements and bug fixes
• Managed Returns:
  • Fixed some bugs with discrepancies between the tax calculated and amount due on returns

September 09, 2019

Release 19.9.3   

Fixed

• Fixed a bug where uncommitting transactions sometimes wouldn't work
• Report downloads now always open a modal window to provide confirmation that your download is happening
• Items in the parent company no longer override items in child companies
• Various minor bug fixes and technical improvements
• Managed Returns:
  • All tax adjustments on Canadian returns are now visible

September 05, 2019

Release 19.9.2   

Changed

• You can now export up to 100,000 items

Fixed

• Company admin users assigned to child companies can now access all reports
• Customers with no active exemptions now appear in the exempt customers search
• Managed Returns:
  • Fixed a bug where tax adjustments sometimes wouldn't appear on returns (they were still being applied, just weren't showing in the UI)

September 04, 2019

Release 19.9.1   

Changed

• Made it easier to stop applying exemptions

Fixed

• Fixed a bug where all data in the Sales Tax Exemption Certificate Report would sometimes display in a single column

September 03, 2019

Release 19.9.0   

Changed

• You can now delete many items at a time, instead of having to do it one at a time

August 26, 2019

Release 19.8.9   

Changed

• Reports can be saved to your favorites without leaving the report criteria page
• Choose exactly which columns you want to export on the Sales Tax Exemption Certificates report

Fixed

• Fixed bug where "American Armed Forces" region wasn't always showing in report dropdowns
• The message confirming that you successfully deleted a region where you collect and remit tax now always lists the correct region name, instead of sometimes being undefined
• Fixed the scrollbar in the tax code field when adding or editing items
• Many behind the scenes technical improvements and minor bug fixes

August 22, 2019

Release 19.8.8   

Fixed

• Fixed a bug where AvaTax would think that new tax codes containing a "&" symbol already existed in the database
• The "no entity use code" filter on tax rules now works properly
• Various minor technical improvements

August 20, 2019

Release 19.8.7   

Fixed

• A series of minor technical improvements in the background

August 19, 2019

Release 19.8.6   

Fixed

• Various minor bug fixes

 

Release 19.8.5   

Fixed

• Transactions with extremely high numbers of line items now load more quickly
• Various minor bug fixes and performance improvements

August 15, 2019

Release 19.8.4   

Fixed

• Fixed a bug where copying the address from the origin to destination on a transaction wouldn't always work

August 14, 2019

Release 19.8.3   

Fixed

• Fixed a bug where company admins with access to multiple companies couldn't switch companies if they didn't have access to their companies' parent company
• Various minor bug fixes and technical improvements
• Managed Returns:
  • Fixed a bug where summary pages were counting sales twice in some states

August 12, 2019

Release 19.8.2   

Fixed

• Switching companies from the advanced rules page now updates the list of rules to those assigned to the new company
• Various minor bugs and UI improvements
• Managed Returns:
  • Fixed a bug where some forms wouldn't take no for an answer when asking if you'd made prepayments on your return
  • Cleaned up a few minor UI bugs

August 7, 2019

Release 19.8.1   

Changed

• Added a column for the Avalara tax code into the list of custom rules, so you don't have to drill down into a rule to see what codes are associated with it

Fixed

• Fixed a bug where the tax details and adjustments page wasn't always showing up
• Fixed a broken redirect

August 5, 2019

Release 19.8.0   

New

• Added additional tax types that can be used when creating custom rules for Canadian transactions

Fixed

• Various minor bug fixes, UI improvements, and caught typos

July 31, 2019

Release 19.7.13   

New

• Added new filters and sorting methods to the exempt customers list. You can now sort customers by name, ID, or date they were created, and filter them by who's certificates are expiring soon.

Fixed

• Fixed a bug with exemptions search sometimes not returning every result
• Various minor bug fixes and UI improvements

July 29, 2019

Release 19.7.12   

Changed

• Changed transactions UI so that it's easier to see accrued tax overrides, when they're present

Fixed

• Fixed a bug where some customers weren't having all their information loaded on reports

July 26, 2019

Release 19.7.11   

Changed

• Re-enabled importing for exemptions
• Added street address columns to company location exports
• Made it easier to find the street address of company locations

July 25, 2019

Release 19.7.9   

Changed

• Added filters for US states and SST states to Exemption Exposure and Exemption Exposure Aging reports

Fixed

• Various minor bug fixes and UI improvements

July 22, 2019

Release 19.7.8  

Changed

• Added an option to include all document attributes in the All Tax Document Line Detail Export report

Fixed

• Fixed a bug where some non-SST companies were being treated as SST companies
• Fixed a bug with local jurisdictions in California where sometimes tax wouldn't be calculated if auto-manage was turned off
• Minor UI improvements and bug fixes

July 18, 2019

Release 19.7.7  

Changed

• Exemptions import has been temporarily disabled for maintenance and improvements

Fixed

• Fixed a bug where discounts weren't always displaying correctly
• Custom tax rules export now contains more information
• Managed Returns:
  • You're now redirected to the correct page after you add a location for a location-based return

July 16, 2019

Release 19.7.6  

Changes

• Minor UI changes

July 16, 2019

Release 19.7.5 

Changed

• Non-US addresses no longer require validation

Fixed

• Tax rules for local jurisdictions now display the correct region in the list of custom tax rules
• Various minor bug fixes and technical improvements

July 15, 2019

Release 19.7.4   

Changed

• In transactions import history, clicking on an import ID now brings you to the transactions list filtered by that ID, so you can see all of the transactions that were included in that import
• Managed Returns:
  • Added the registration ID for your returns to several pages in Managed Returns, to make it easier to find

Fixed

• Various minor bug fixes and technical improvements
• Managed Returns:
  • Fixed a bug where some states wouldn't show up in the summary of returns
  • All California returns are now shown under the California heading, instead of sometimes showing up under Canada
  • Fixed a bug where setting an expiration date on a return form would sometimes redirect you to the wrong page

July 10, 2019

Release 19.7.3  

Changed

• Added a customer or vendor code filter to the consumer use tax document summary report

Fixed

• Various minor UI improvements

July 4, 2019

Release 19.7.2   

Changed

• Managed Returns:
  • Removed the section for adding special instructions to a return form

July 3, 2019

Release 19.7.1   

Fixed

• Various minor bug fixes and UI improvements

July 1, 2019

Release 19.7.0   

Fixed

• Various minor bug fixes

June 26, 2019

Release 19.6.15   

Fixed

• Fixed a problem that was preventing some custom tax rules from saving properly
• Various minor bug fixes

June 25, 2019

Release 19.6.14   

New

• Added an option to the entity use code filter that lets you search for records that don't have one assigned

Fixed

• Minor UI improvements

June 25, 2019

Release 19.6.13   

New

• Added a warning when you navigate away from AvaTax while an import, bulk update, or other background process is still underway

Changed

• Minor UI text changes for better readability
• Added a dropdown menu to the Settings button in the navigation, for easier access to the most-used settings
• You can now validate addresses when importing locations

Fixed

• Fixed a bug that was sometimes preventing AvaTax from loading in Internet Explorer 11

June 20, 2019

Release 19.6.12   

Changed

• After creating an exempt customer in Exemptions, you're now taken directly to the screen for adding an exemption to that customer, instead of back to the main Exemptions landing page

June 20, 2019

Release 19.6.11   

New

• Managed Returns:
  • Added a Summary of Returns section to each region listed on the Manage and Approve Returns page, which can be expanded to show more information about returns in that region

Fixed

• Various minor bug fixes

June 19, 2019

Release 19.6.10   

New

• You can now run a report to see a sales tax summary sorted by destination address
• Added a quick links section for popular reports to the reports page

Changed

• You can now bulk edit begin and end dates for jurisdictions where you're collecting and remitting tax
• Origin and destination addresses on transactions now also list the latitude and longitude of the address

Fixed

• Fixed a bug where exemption certificates that were revoked in CertCapture were sometimes showing as active in AvaTax
• Various UI and bug fixes

June 17, 2019

Release 19.6.9   

New

• Added the ability to generate reports for all companies reporting taxes together, in addition to each individual parent or child company

Fixed

• Managed Returns:
  • Fixed a bug where local jurisdictions weren't showing up on the preview of the form for Puerto Rico

June 13, 2019

Release 19.6.8   

Fixed

• Managed Returns:
  • SST customers no longer receive errors saying that they're missing forms that they don't actually need to file
  • Fixed a bug where forms that need to be filed alongside other forms would sometimes accept expired forms as being valid
  • The NY ST-100 form doesn't require any other forms be filed alongside it
  • Fixed a bug where Alabama returns sometimes couldn't be approved

June 12, 2019

Release 19.6.7   

Fixed

• You can now save custom tax rules with a tax rate of 0%

June 12, 2019

Release 19.6.6   

Fixed

• The Colorado Multi-Location Report is now loading properly
• Various minor bug fixes and UI improvements

June 10, 2019

Release 19.6.5   

Fixed

• You can now edit the header details of transactions even when those transactions don't have a header-level address

June 10, 2019

Release 19.6.4   

Changed

• Managed Returns:
  • Clicking on the link to your tax notices in the navigation now takes you directly to the tax notice manager in Avalara Account

Fixed

• Cleaned up some minor UI issues with tabs
• Various minor bug fixes and improvements

June 6, 2019

Release 19.6.3  

Fixed

• You can now add tax overrides to the document header if the transaction already has tax overrides on one or more line items

June 5, 2019

Release 19.6.2   Edit link

Fixed

• Various minor bug fixes

June 4, 2019

Release 19.6.1   

Changed

• You can now create jurisdiction overrides with addresses that haven't been validated by AvaTax

Fixed

• Stopped extra pages from showing up unexpectedly in company creation

June 3, 2019

Release 19.6.0   

Fixed

• Taxability options are now visible in custom rule setup
• Fixed a bug where some users couldn't see their exemptions
• Various minor UI improvements and bug fixes
• Managed Returns:
  • Fixed a bug where new company locations couldn't be added to some location-based returns

May 30, 2019

Release 19.5.18   

Changed

• Made some improvements to help links throughout the app
• Changed the UI style for tabs throughout the app, to make them more visible to users
• Adjusted which reports go into which categories on the Reports page

Fixed

• Various bug fixes and minor UI improvements

May 30, 2019

Release 19.5.17   

Changed

• Clearnine Cart users now see a shorter label in the navigation bar

Fixed

• Fixed an issue where importer of record defaults weren't always working properly
• Various bug fixes and UI improvements
• Managed Returns:
  • Corrected a typo in the filing frequency for California returns

May 28, 2019

Release 19.5.16   

Fixed

• Fixed a bug where the Colorado Multi-Location Report sometimes errored out instead of returning a report
• Tax rules with the same start and end dates now show as active on that day
• Page Up and Page Down keys on your keyboard now let you scroll in the app

May 23, 2019

Release 19.5.15   

Changed

• Customers with addresses outside of the US and Canada can now have exemptions applied

Fixed

• Fixed some visual bugs in Internet Explorer
• Various UI improvements and bug fixes
• Managed Returns:
  • Fixed a bug where the status of the power of attorney form wouldn't update if the user didn't log out and log back in

May 22, 2019

Release 19.5.14   

Fixed

• You can no longer enter invalid discount numbers into transactions
• Fixed a bug that was preventing jurisdiction overrides from applying to transactions in the tax calculator
• The list of committed transactions on the Transactions page no longer shows locked transactions
• Managed Returns:
  • Fixed a bug where returns couldn't be edited from the All Scheduled Returns page

May 20, 2019

Release 19.5.13   

Changed

• The All Taxes Document Line Detail Export report can now be run for all countries, as well as all non-US countries

Fixed

• The inactive user security logout no longer logs you out of AvaTax if you still have a report downloading
• Various bug fixes and UI improvements

May 20, 2019

Release 19.5.12 

Changed

• The Document Line Detail Export report can now contain more details about the taxing jurisdictions
• Managed Returns:
  • SST customers can now filter their returns to see only regions where they're enrolled in the SST program

Fixed

• Top line reconciliation reports now properly return data from non-US countries
• Fixed an error that was occurring when tax rules were created with local jurisdictions
• Various UI improvements and bug fixes
• Managed Returns:
  • Fixed a bug where the search box wasn't always clearing properly when searching for return forms

May 16, 2019

Release 19.5.11   

Changed

• Search bar now shows on pages when there are fewer than 20 items in the list (previously it was hidden)

Fixed

• Transaction imports now work if the file extension is in all caps
• Transaction addresses no longer require a zip code
• Fixed a bug when validating addresses while creating a jurisdiction override rule
• Various minor UI improvements and bug fixes
• Managed Returns:
  • Fixed an issue where SST returns were showing the wrong filing period

May 15, 2019

Release 19.5.10   

Changed

• You can now find your account ID in the drop-down menu beneath your username

Fixed

• Various bug fixes and minor UI improvements

May 13, 2019

Release 19.5.9   

Fixed

• Fixed an error that occurred when trying to tax alcohol sales
• Resolved a problem that occurred when creating custom tax rules for a child company

May 13, 2019

Release 19.5.8   

New

• Added a Tax Summary section to transactions that lets you know what kind of taxes were calculated, and how much of each
• You can now add custom attributes to transaction documents or line items, under the additional information section

Changed

• Sales Tax Document Summary reports can now be run for all document statuses
• Locations search will now try to autofill what it thinks you're looking for midway through you typing it

Fixed

• Various bug fixes and minor UI improvements
• Managed Returns:
  • Accruing returns now display correctly

May 8, 2019

Release 19.5.7  

Fixed

• Fixed a bug where exemptions sometimes couldn't be saved in Canada
• Managed Returns:
  • Fixed a bug where Canadian companies sometimes couldn't approve their returns

May 8, 2019

Release 19.5.6   

Changed

• Custom tax rules remain active on the day that they expire, and become inactive the next day
• Added a confirmation popup when deleting an item

Fixed

• SST Nexus is no longer editable
• Various minor bug fixes and UI tweaks

May 7, 2019

Release 19.5.5   

Changed

• A new section in transaction details makes it easier to see if an exemption has been applied
• The Colorado Multi-Location report can now exclude home-ruled jurisdictions (local jurisdictions with their own unique tax laws)

Fixed

• The "All Countries" option on the Sales Tax Document Line Detail report is now working

May 7, 2019

Release 19.5.4   

Fixed

• Fixed a bug where some modal windows were extending off the bottom of the screen. These windows are now scrollable.
• Using the same document code on two different transactions in two companies on the same account no longer causes errors

May 6, 2019

Release 19.5.3  

Changed

• Reports now default to including data from child companies that are marked as filing taxes with their parent company
• Increased the length of time it takes reports to time out, allowing for larger reports to be generated
• Hid advanced rules from company admins and users (this feature can still be accessed by account admins)

Fixed

• A bug with input tax has been fixed when you're setting up custom tax rules

May 2, 2019

Release 19.5.1  

Changed

• The ability to set results per page has been added to the nexus list and transaction import history.
• Various minor improvements to marketplace rules.

Fixed

• When setting up where a company collects tax, tax types display more cleanly. 
• Fixed an error where some customers couldn't import .cvs or .xlsx location files in a sandbox environment.
• Fixed an error that occurred when generating Consumer Use Tax Level reports.
• Minor bug fixes and performance improvements

April 25, 2019

Release 19.4.13  

Fixed

• Can now uncommit transactions after selecting them from the transactions list
• Fixed a bug that was preventing transactions from being committed in bulk
• Various minor bug fixes

April 23, 2019

Release 19.4.12  

Fixed

• Fixed a bug where sometimes exempt customers wouldn't export properly

April 22, 2019

Release 19.4.11  

New

• Added doc type as an option for data columns in transactions
• Custom columns can now be reset to default at the touch of a button

Changed

• Minor adjustments to Reports user interface
• Managed Returns:
  • Added an option to view active, expired, and pending returns at the same time on the All Scheduled Returns page

Fixed

• Fixed a bug where the dropdown that defines the number of records to display per page wouldn't show if all the records available showed on one page
• When setting up an exempt customer, the region dropdown now populates properly after country is selected

April 15, 2019

Release 19.4.7  

Changed

• Enhanced bulk editing for nexus start and end dates

Fixed

• Fixed bug where some customers couldn't download the liability worksheet from Managed Returns.
• Fixes and improvements to custom tax rules
• Minor bug fixes and performance improvements

April 8, 2019

Release 19.4.4  

Fixed

• Managed Returns
  • In scheduled returns, form details are now consistent across regions and return types.
• Fixed a bug where currencies wouldn't appear when setting the default currency in advanced company settings. 
• Minor bug fixes and performance improvements

April 1, 2019

Release 19.4.0  

Fixed

• Fixed a bug where attempting to view some customers' exemption details instead showed a white screen.
• Added a more accurate description for tax date overrides.
• Long company names now display more cleanly.
• Minor bug fixes and performance improvements

March 27, 2019

Release 19.3.8  

Changed

• Managed Returns:
  • Return confirmations can now be viewed as far back as 2005

Fixed

• Changed the appearance of some checkboxes to make it more clear that you're supposed to click them
• Various minor bug fixes and technical improvements

March 25, 2019

Release 19.3.7  

New

• Managed Returns:
  • Applied and excluded credits can now be expanded to show more details

Fixed

• Advanced options now show up in the tax calculator again
• Fixed a bug where entity use codes sometimes weren't showing up on saved transactions
• Various minor bug fixes and technical improvements

March 18, 2019

Release 19.3.6  

Changed

• Managed Returns:
  • You now have the option of making your password visible while you type it when you're editing a return form

Fixed

• Managed Returns:
  • Fixed an issue where Montana paper returns were being added as electronic returns

March 18, 2019

Release 19.3.5  

Changed

• Customer vendor code and doc code are no longer truncated when you're looking at the list of transactions
• Help links now show up on more pages

Fixed

• The liability worksheet report downloads properly now
• Fixed some scrollbar issues in various tables

March 12, 2019

Release 19.3.4  

New

• Added pagination to transaction line items

Changed

• Managed Returns:
  • Changed "Schedule and approve returns" in the navigation to "Manage and approve returns"

March 11, 2019

Release 19.3.3  

Changed

• Managed Returns:
  • You can now see if an approved form was approved by you or approved on your behalf when you passed the deadline for approving your own forms

Fixed

• Fixed a bug where error notices would sometimes stick around even after the error had been resolved
• Various bug fixes and technical improvements
• Managed Returns:
  • The alert reminding you to fill out a power of attorney form now always sends you to the right destination when you click the link to go fill it out

March 6, 2019

Release 19.3.2  

Changed

• Locked transactions can no longer be edited

Fixed

• Managed Returns:
  • Fixed a rare bug where return forms sometimes wouldn't show up when a user tried to find them in the list

March 5, 2019

Release 19.3.1  

Changed

• Transactions now have a more thorough breakdown of how the totals are calculated from line items
• Clarified some language in the Custom Tax Rules section

March 4, 2019

Release 19.3.0  

• Minor bug fixes and UI improvements
• Managed Returns:
  • Fixed a bug where return details weren't always showing the right summary data

February 28, 2019

Release 19.2.10  

New

• The main reports page now includes a timestamp for the last time the reports data was refreshed
• Managed Returns:
  • Companies collecting lodging taxes can now set up lodging tax return forms

Changed

• The tax calculator no longer requires a zip code in order to run a test transaction

Fixed

• Fixed an error that occurred sometimes when downloading a liability worksheet report
• You can have documents with the same document code, as long as they're of different document types
• Minor UI updates and bug fixes

February 26, 2019

Release 19.2.9  

Changed

• Simplified some language on the custom rules page
• Transactions exports now list totals as numbers in the exported spreadsheet, so that they're easier for you to work with

February 25, 2019

Release 19.2.8  

New

• Managed Returns:
  • Added a warning when you add a form that doesn't match your tax type in a region where you're setting up returns

Changed

• The add exemptions button is never disabled

Fixed

• Resolved a bug where nothing was showing up if you filtered the exemptions list for stopped exemptions
• Managed Returns:
  • Fixed a bug where the loading spinner wasn't showing up sometimes

February 20, 2019

Release 19.2.7  

Changed

• When adding or editing a transaction, the label that's used to override exemptions in the entity use code dropdown has been changed so that it's more clear what it does
• Minor UI text changes
• Removed Canada from the list of countries that can issue exemptions
• Managed Returns:
  • The warning that lets you know when you might need to schedule returns in a region now no longer shows when you have a return pending review in that region

Fixed

• The back button on the Switch Companies page now takes you to the page you just came from instead of the home page
• Managed Returns:
  • Fixed a display bug on the Puerto Rico returns page

February 18. 2019

Release 19.2.6  

Changed

• Transactions exports now matches the columns in the exported spreadsheet to the columns you've chosen to view on the transactions page
• Made the options in the entity use code dropdown more clear
• Managed Returns:
  • Updated the warning that appears when a return form must be filed alongside another form. The warning now explains more about what you need to do to file these forms.

Fixed

• Locations map now displays correctly no matter what the page width is
• Various bug fixes and security patches

February 14, 2019

Release 19.2.5  

Fixed

• Transactions export has been improved with additional formatting on transaction amount cells in the exported spreadsheet, so you can add them together more easily
• Some minor UI improvements and bug fixes
• Managed Returns:
  • Fixed a bug where clicking Done on some returns would redirect you to the wrong page
  • Forms with weird names are now showing up properly on the Schedule and Approve Returns page

February 13, 2019

Release 19.2.4  

New

• Added some alerts for SST customers on the tax calculator to explain how their taxes might have different requirements from the average user

Fixed

• Warning messages on different regions now show up in Where You Collect
• Managed Returns:
  • Warning messages now show up with the right colors

February 12, 2019

Release 19.2.3  

Fixed

• Minor UI and wording changes
• Managed Returns:
  • Resolved a bug where some returns would show as approved before you'd actually scheduled them

February 11, 2019

Release 19.2.2  

Fixed

• Fixed a visual bug in some drop down menus where text was overrunning the space provided
• Minor bug fixes and UI improvements
• Managed Returns:
  • Made some improvements to the return form preview feature

February 6, 2019

Release 19.2.1  

Fixed

• Corrected a problem that was sometimes preventing SST customers from using the tax calculator
• Shortened the load time on the exemptions page
• Minor UI improvements and bug fixes

February 4, 2019

Release 19.2.0  

Fixed

• Minor bug fixes and improvements, particularly in the settings menu

January 31, 2019

Release 19.1.10  

Fixed

• Minor bug fixes and improvements
• Managed Returns:
  • Fixed a bug where returns history exports didn't always contain every recent return filing

January 30, 2019

Release 19.1.9  

Fixed

• Resolved a bug where you couldn't void transactions if they had a document code that was the same as another document of a different document type
• Some minor bug fixes and security improvements

January 29, 2019

Release 19.1.8  

Changed

• Managed Returns:
  • Removed an unneeded popup window from the return editing workflow

Fixed

• The Sales and Sellers Use Tax Levels Report for California now runs properly in sandbox environments
• The Sales Tax Document Summary Listing by Jurisdiction report now returns all relevant data
• Managed Returns:
  • The right date range is now displayed when you change the filing frequency on a return

January 24, 2019

Release 19.1.7  

Fixed

• Collection authority exports now give you a spreadsheet of where you collect tax instead of a blank report when you've set the collection authority to auto-manage locals
• Fixed a rare issue where address validation would sometimes display a blank screen when trying to validate non-US addresses
• Managed Returns:
  • Corrected a minor typo on the Schedule and Approve Returns page

January 22, 2019

Release 19.1.6  

Changed

• On the Company Locations page, both region and city are now affected by your choice of ascending or descending alphabetical sort when you choose to sort the table by region

Fixed

• Managed Returns:
  • Jurisdiction details no longer overflow their assigned space when you try to select a return form for Puerto Rico

January 21, 2019

Release 19.1.5  

New

• You can now add additional lines to addresses if they're needed
• On the Transactions page, you can now adjust how many transactions are visible at a time

Fixed

• Fixed a problem where some reports wouldn't download
• Adjusted the timing of some warning messages
• You should now always be able to edit the customer code field on exempt customers
• Fixed a bug where the transaction status wasn't always showing up when the transaction was being edited
• Managed Returns:
  • Fixed a bug with the "I'll do it later" button on the page that comes up when you're prompted to complete the power of attorney form

January 17, 2019

Release 19.1.4  

Changed

• Adjusted the appearance of some elements on the Where You Collect page to match the visual style of the rest of the application
• Managed Returns:
  • Changed the reminder of when to approve returns from the 1st of the month to the 5th of the month, to give more time for last month's transaction data to reach AvaTax

Fixed

• Managed Returns:
  • When you go to expire a form, the first expiration period is now selected by default
  • Managed Returns no longer suggests filing tax returns in states that don't have sales tax
  • Fixed a bug where filing month sometimes couldn't be changed when scheduling and approving returns
  • Fixed a bug where you could sometimes schedule a form to be expired without actually putting in a date to expire it on

January 15, 2019

Release 19.1.3  

Changed

• Managed Returns:
  • You now manage tax notices in Avalara Account instead of directly in Managed Returns

Fixed

• Fixed a visual bug where some links in Exemptions weren't lining up right
• When exporting transactions, the column headers in the export now accurately reflect your custom export selections
• Various bug fixes and minor technical improvements

January 14, 2019

Release 19.1.2  

New

• Added information about the Streamlined Sales Tax program and how it affects exemptions to relevant places in the application (exempt customers page, exemption settings, etc)

Changed

• Custom tax rules can now be created by SST companies in all states, including ones that are part of the Streamlined Sales Tax program
• Added a field for Customer Code to the tax calculator, for customer-specific tax calculations

Fixed

• Fixed a visual bug in the message that tells you when editing an exemption was successful
• Various minor bug fixes and small technical improvements
• Managed Returns:
  • Corrected a visual bug in the notification that shows up when you need to fill out an additional return form alongside the one you're already filling out

January 11, 2019

Release 19.1.1  

Changed

• Exemption settings are now visible to all users, though only company admins can edit them
• Managed Returns:
  • Colorado form DR-0100CS no longer requires a company location
  • On the Schedule and Approve Returns page, you can now refresh returns that are awaiting approval or are still waiting for data
  • Forms that you've already set up no longer have a preview option, since you already know what they look like

Fixed

• Corrected exemption requirements for companies participating in the Simple Sales Tax program
• You can now choose a tax type when you're collecting and remitting tax in Louisiana
• Managed Returns:
  • Return form region field now properly shows the state that the form belongs to