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Avalara AvaTax Release Notes

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Read the release notes to learn about the latest changes, improvements, and fixes to AvaTax.

AvaTax (2019 releases)

November and December, 2019

New

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

Fixed

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

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

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

Fixed

  • Various minor bug fixes and UI improvements

July 22, 2019

Release 19.7.8  

Changed

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

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

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

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

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

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:

May 8, 2019

Release 19.5.6   

Changed

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

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

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

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

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

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

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

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:

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:

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:

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

AvaTax (2018 releases)

December 14, 2018

Release 18.12.2  

New

Changed

  • You can now search through your exempt customers by customer code
  • Added a couple of new navigation buttons to region detail pages when you're setting up where you collect, to make adding new regions easier
  • Rearranged some advanced tax handling fields for transaction line items

Fixed

  • Fixed a typo on the page that shows up when you haven't set up Exemptions yet
  • Fixed a typo in a column header in the spreadsheet that gets generated when transactions are exported

December 10, 2018

Release 18.12.1  

Changed

  • You can now export up to 10,000 transactions instead of only 1000
  • Changed the filter labels on some reports to be more clear about what they do

Fixed

  • Document Line Detail reports now include line items in transactions where the amount or cost was set to zero
  • Managed Returns:
    • Resolved a problem where adding a prior payment to a return was sometimes causing an error

November 30, 2018

Release 18.11.6  

New

Changed

  • Selecting all transactions now selects all items on the page, not all items everywhere
  • Reports that you run for companies with subsidiaries now also display results for any child companies that are reporting taxes with the parent company
  • Override Reason on transaction line items is no longer a required field

Fixed

  • The sellers use tax levels report for California now runs correctly instead of causing an error
  • Fixed a bug where the link to Exemptions sometimes didn't work right
  • Transactions are now listed with the correct doc status when they're exported
  • Minor bug fixes and technical improvements

November 2, 2018

Release 18.11.0  

Changed

Fixed

  • Resolved bug that was causing errors in exemption reports
  • Clearing the tax calculator now clears the tax code field properly
  • Fixed broken link to CertExpress
  • Fixed an error some users were experiencing when trying to view country details for Canada
  • Resolved a situation where an account could end up with no default company if the account has only two companies and one is deleted

October 26, 2018

Release 18.10.2  

New

  • When there's a lot of transactions in the transactions list, a checkbox now appears that lets you select all of them at once
  • Added new success and error messages in some places

Changed

  • The tax calculator is now a lot easier to use
  • The first company you create is no longer automatically your default company
  • Removed the superfluous "Tax Determination Address" section from transactions

Fixed

  • Minor technical improvements

October 22, 2018

Release 18.10.1  

Changed

  • All users can now add Canadian provinces to the list of regions where they're collecting and remitting tax

Fixed

  • AvaTax no longer crashes when an account with companies doesn't have a default company selected
  • Some small user interface improvements

October 15, 2018

Release 18.10.0  

New

  • Users who use AvaTax to help calculate customs duty taxes can now include Harmonized Tariff Codes on transactions

Changed

  • During company creation, you can now finish setting the company up even if the address doesn't validate

Fixed

  • You can now go back and edit the primary location of a company if you leave company setup without having created a location for it
  • The full document code for each transaction is now always visible in the transaction list

September 28, 2018

Release 18.9.3  

New

  • Added a banner to the top of the page to let free trial users buy the full version of AvaTax

Changed

  • When adding or editing transactions, the importer of record option is visible only when your company is set to use transaction data to determine importer of record status

Fixed

  • Various minor UI and technical improvements

September 21, 2018

Release 18.9.2  

Changed

Fixed

September 18, 2018

Release 18.9.1  

Changed

Fixed

  • Various behind-the-scenes technical optimizations

August 31, 2018

Release 18.8.3  

Changed

  • Updated UI help text on a few VAT / GST pages

Fixed

August 24, 2018

Release 18.8.2  

Fixed

  • Fixed a navigation bug where the forward and back browser buttons were sending users to the wrong place during company creation
  • Country search when adding VAT/GST countries now works when there's a space in the country name
  • A wide variety of small UI tweaks and minor bug fixes

August 17, 2018

Release 18.8.1  

Changed

  • Improved a number of small visual features (improved various buttons, added some new loading animations, etc)
  • Managed Returns:
    • Updated error messages for when e-file credentials can't be verified

Fixed

  • Several small issues in company creation

August 13, 2018

Release 18.8.0  

New

  • Added the ability to calculate more types of taxes in addition to sales and use tax, including excise tax, customs duty, lodging tax, bottle tax, electronic waste tax, bike tax, and grocery bag tax. Talk to your Customer Account Manager if you're interested in automated calculation for these new tax types.
  • Added new international tax options for users who need to calculate VAT or GST
  • The Exemptions page now provides prompts to help you add exempt customers if you don't have any yet

Changed

  • Updated the company creation process to provide more options for non-US-based companies and new tax types
  • Added new information to the company creation checklist
  • Updated the Where You Collect settings to provide options for more tax types

Fixed

  • Added a message to the Company Locations page that tells you if the company doesn't actually have any locations

July 20, 2018

Release 18.7.2  

Fixed

  • Added a link to Avalara Account to the company creation checklist
  • You can now easily select all local tax authorities in Alaska when telling AvaTax where you collect and remit tax
  • Managed Returns:
    • California return forms now ask for express login credentials
  • Numerous minor bug fixes, UI improvements, and technical tweaks

July 13, 2018

Release 18.7.1  

Changed

  • Custom tax rules can now be sorted by whether they're active or inactive
  • Checkboxes and radio buttons look better

Fixed

  • Managed Returns:
    • The Reportable Activity section on region detail pages now matches the one on the All Scheduled Returns page

June 29, 2018

Release 18.6.3  

New

  • Managed Returns:
    • On the return form tax details and adjustments page, Other adjustments now give more context for why they're there when you hover the mouse over them

Changed

  • Columns on the transactions page can now be customized, so you can see whatever kind of data you want
  • Managed Returns:
    • The Schedule and Approve Returns page now lists the total number of tax returns scheduled
    • When a return form is scheduled, any previously-scheduled copies of that form are now automatically set to expire

Fixed

  • You can't create an exemption that's invalid for the type of customer that it's supposed to be applied to
  • You also can't create exemptions for regions that don't actually have that kind of exemption

June 22, 2018

Release 18.6.2  

New

  • Added alerts on disabled and SST forms explaining why you can't file them
  • Added ability to filter custom tax overrides

Changed

Fixed

  • Managed Returns:

June 15, 2018

Release 18.6.1  

Changed

  • You can now edit the company code setting after you initially set up your company 
  • Start and end date labels across the application have been standardized to "Effective date" and "Expires"
  • Managed Returns
    • New section on Returns Summary totals provides information about total transaction activity and total taxable transactions

Fixed

  • Search filters on the transactions page are now still visible when there are fewer than 20 transactions available to be shown
  • Minor maintenance and bug fixes

June 8, 2018

Release 18.6.0  

Changed

  •  Locked transactions now display that as their status in the transactions list
  • Advanced company settings now shows an error message if you enter an invalid currency
  • Reports now use a shorter date format
  • Managed Returns:
    • UI redesign of return forms now has all fields in a single column instead of two

Fixed

  • Managed Returns:
    • You can now save return forms without verifying your e-filing credentials when you're editing a form
    • Corrected a return form that said "Canada" instead of "California" in the header

June 1, 2018

Release 18.5.4  

Changed

Fixed

  • The item list now displays a search tool if there are more than twenty items on the list
  • Various bug fixes and minor improvements

May 18, 2018

Release 18.5.3  

Changed

  • Jurisdiction overrides can now be set from 0 to 200%, instead of 0 to 100%
  • Managed Returns:
    • Return forms that you've filed in the past now display on the region detail page, ahead of any suggested forms
    • Forms that aren't used by the taxing jurisdiction anymore now show on the region detail page, for accurate historical representation
    • Users who haven't submitted a Power of Attorney form now see fewer reminders to go fill one out

Fixed

  • When a jurisdiction is set to auto-manage, AvaTax no longer automatically adds every local jurisdiction within it
  • Various bug fixes and improvements

May 18, 2018

Release 18.5.2  

Changed

  • Exemptions
  • Returns

Fixed

  • Various technical improvements and behind-the-scenes bug fixes

May 4, 2018

Release 18.5.0  

New

Changed

  • User list now has a search box, can be filtered by permissions, and has some updated user interface text
  • Returns:

Fixed

  • Various technical improvements and behind-the-scenes bug fixes

May 4, 2018

Release 18.5.0  

New

  • Administrators can now set users as inactive, in order to disable users without deleting them from the account
  • The user list under Manage Users can now be filtered to show only active or inactive users

Changed

  • The user interface used to download filed returns and payment confirmations has been improved with a dropdown that lets you choose between downloading filed returns and payment confirmations, ACH trace IDs, or both
  • The same date can now be used for the starting and ending dates when creating an exemption, to allow for single-day exemptions
  • The exempt customers export is now based on the Sales Exemption Certificate Report, which has more detailed information than the old export functionality and no limit to the number of customers that can be exported in a single download
  • When creating a new exemption, the country form now only contains the United States and Canada, as those countries are the only ones supported by Exemptions. If you need to store exemption certificates in other countries, consider looking into Avalara CertCapture.
  • Default Arizona tax type is now Sales or Seller's Use Tax.

April 26, 2018

Release 18.4.3  

New

Changed

  • Overhauled location section on return forms in jurisdictions that require location-based filing
  • Changed return form field descriptions from using two-letter abbreviations of state names to the full state name
  • If a user who hasn't purchased Managed Returns clicks the Returns link in the menu, they're now sent to a page where they can buy Managed Returns

Fixed

  • Fixed a bug that was preventing some Managed Returns users from setting prior payment or prepayment values

April 20, 2018

Release 18.4.2  

Fixed

April 12, 2018

Release 18.4.1  

New

  • Added a link on the Schedule and Approve Returns page that generates a liability worksheet report for the currently viewed filing period

Fixed

April 6, 2018

Release 18.4.0  

New

  • Added the ability to see when credits are being applied or carried forward (excluded) when you view the details for a return. Applied credits now appear in the Tax Due to Avalara section and the Remittance to Tax Authority section, if you have applied credits. Excluded credits now appear in a new Credits to be Applied in Future Filings section, if you have excluded credits.

Changed

March 30, 2018

Release 18.3.4  

New

  • Added the ability to manage below-threshold sales under Settings, if you have Global Calculation. Use this to indicate where your business is below the sales threshold for paying VAT taxes for sales in the European Union.

Changed

  • Removed the Include Locked Transactions Only filter from these reports:
    • Sales and Sellers Use Tax Summary
    • Sales and Sellers Use Tax Jurisdiction Detail
    • Sales Tax Exemption Detail by Jurisdiction
    • Sales and Sellers Use Tax Levels
    • New York Apparel Taxation
    • Colorado Multi-Location
    • Consumer Use Tax Summary
    • Consumer Use Tax Jurisdiction Detail
    • Consumer Use Tax Exemption Detail by Jurisdiction
    • Consumer Use Tax Levels

Fixed

March 23, 2018

Release 18.3.3  

New

March 16, 2018

Release 18.3.2  

Changed

  • Removed the step to select Where You Collect Tax when you add a child company that inherits the tax profile of its parent company
  • Returns with the outlet type of Schedule are now treated like returns with the outlet type of None. Location-based filing isn't required or allowed for these returns.

Fixed

  • Fixed an issue on transactions where This Line Item Has Its Own Origin/Destination Address was remaining checked after you unchecked it and saved the transaction
  • Fixed an issue where tax was calculated on the total amount when you specified that tax was included in the total amount and calculated tax on a transaction before saving it. The tax calculation was correct after the transaction was saved.
  • Fixed an issue where information was displayed in the wrong columns on the Sales Tax Document Line Export report
  • Fixed an issue where you got an error if you tried to create a child company
  • Fixed an issue where you were prompted to add Alaska local jurisdictions after editing Australia in Where You Collect Tax

March 9, 2018

Release 18.3.1  

Changed

  • When you select Where You Collect Tax, the tax type now defaults to Sales or Sellers Use Tax for states that have sellers use tax. You can change this to Sales Tax from the Tax Type dropdown. For states that don't have sellers use tax, the tax type defaults to Sales Tax and you can't change it. The states that have sellers use tax are:
    • Alabama
    • Arkansas
    • California
    • Colorado
    • Idaho
    • Iowa
    • Illinois
    • Kansas
    • Michigan
    • Mississippi
    • Missouri
    • New Mexico
    • Ohio
    • Oklahoma
    • Pennsylvania
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Removed references to importing exemptions from the Your Exempt Customers page. Also, removed the spreadsheet for importing exemptions from the import toolkit. You can only import customers so it was confusing that exemptions were mentioned
  • The Validate button is no longer shown if validation isn't available when you're scheduling a return or editing a scheduled return
  • You can now choose a dependent form when more than one option exists for returns that have dependent forms
  • The message that appears when you save a return that's missing required information now tells you which fields are missing information

Fixed

  • Fixed an issue where the total sales tax accrual was not shown correctly for quarterly or other non-monthly returns on the Schedule and Approve Returns page
  • Fixed an issue where you had to enter a tax code to create a tax rule
  • Fixed an issue where you could create an Exempt Entity tax rule without entering an entity use code
  • Fixed an issue where the All and All Non-US Country filter options were missing from the Sales and Sellers Use Tax report
  • Fixed an issue where the Browse Instead button used to find a file to import wasn't appearing in Internet Explorer 11 or Edge

March 2, 2018

Release 18.3.0  

New

  • Added the ability to export jurisdiction overrides to an .xlsx or .csv file. To export your jurisdiction overrides, click Export Jurisdiction Overrides on the Jurisdiction Overrides page under Advanced Account Settings

Changed

  • Changed the wording of the exemption certificate handling options under Advanced Account Settings so it's clear what they do. These options are now selected using radio buttons instead of a dropdown list so you can easily see the options that are available
  • When you download the Avalara tax codes from within AvaTax, you now get an up-to-date list that matches what's in the Avalara Help Center

Fixed

  • Fixed an issue where address validation wasn't working when scheduling a return
  • Fixed an issue where the new filing frequency was saved instead of cleared if you edited the filing frequency for a scheduled return and then clicked Cancel on the confirmation message
  • Fixed an issue where you weren't logged out of AvaTax after clicking Log Out when using Firefox

February 23, 2018

Release 18.2.2  

New

  • Added a checklist to help you successfully set up a company in AvaTax
  • Added the ability to import custom tax rules
  • Added a Select All button for managing local jurisdictions in Where You Collect Tax
  • Added a View Details to Set Up Returns link on the regions on the Schedule and Approve Returns page that takes you to the Returns Detail page. The link appears for regions with no scheduled returns and regions with scheduled returns and additional suggested returns

Changed

  • Tax Return Filing reports are now only available for companies which are separate reporting entities. Companies that aren't separate reporting entities report taxes through their parent company
  • Improved the reports search to display results in order of the closest match instead of the exact match only
  • Changed some of the Returns menu items and page names to be more clear about what the pages are for:
    • This Month's Return Filing is now Schedule and Approve Returns
    • Returns History is now Filed Returns and Confirmations
    • All Returns Scheduled is now All Scheduled Returns
  • The Approve and Rebuild buttons no longer appear when you view returns in future months on the Schedule and Approve Returns page
  • The text on the button you click to change the filing frequency for a return now says "Use this schedule" instead of "Change the schedule"
  • In Where You Collect Tax, when auto-manage is turned on for a region, you can see and edit the region, but you can't edit the local jurisdictions. The local jurisdictions inherit the start and end dates set for the region
  • Moved the Default Country field from the Company Details page to the Advanced Company Settings page. The address on a new transaction defaults to the country set under Advanced Company Settings

Fixed

  • Fixed an issue where you were prompted to submit a Power of Attorney when you already had one
  • Fixed an issue where the Power of Attorney form wasn't showing up on the Funding Power of Attorney page
  • Fixed an issue where the Schedule and Approve Returns page was sometimes crashing
  • Fixed an issue where the wrong alerts were appearing on the Schedule and Approve Returns page
  • Fixed an issue where the tax code list you downloaded from AvaTax didn't match the tax code list from https://taxcode.avatax.avalara.com/ 
  • Fixed an issue where the Tax column was hidden on the Transactions list if you use Firefox or Chrome with resolution 1024x768
  • Fixed an issue where you couldn't get back to the Home page after you got a "We can't find that page" error
  • Fixed an issue where you couldn't invite another account user when using Internet Explorer 11
  • Fixed an issue where you weren't logged out of AvaTax after clicking Log Out. This issue still exists if you're using Firefox

February 12, 2018

Release 18.2.1  

New

  • Added All and All Non-US to the Country filter for these reports:
    • Sales and Sellers Use Tax Summary
    • Consumer Use Tax Summary
    • Tax Liability Worksheet State Summary
    • Tax Liability Worksheet Return Detail
    • Tax Liability Worksheet Carryover Credits
    • Sales Tax Document Export
    • Sales Tax Document Line Export 
    • Sales Tax Document Line Detail Export 
    • Consumer Use Tax Document Export 
    • Consumer Use Tax Document Line Export 
    • Consumer Use Tax Document Line Detail Export
    • All Taxes Document Line Detail Export
  • Added the Taxpayer ID (EIN) field to Your Company Details for non-US companies

Changed

  • If you opt in to Exemptions, but nothing happens within 10 minutes, you get a message telling you to try again so you know something went wrong
  • Now click a column header to sort transactions and locations, instead of just the arrow next to the column header
  • On the All Returns Scheduled page, you can now tell if you have returns pending activation or active returns with change requests

Fixed

  • Fixed an issue where picking the date from the calendar didn't work if you selected Other for the date range when running a report in Internet Explorer 11
  • Fixed an issue that caused log in errors if you added a user with a user name that already existed
  • Fixed an issue where the Transactions page would refresh when you were sorting, filtering, or paging through the transactions list
  • Fixed an issue on the Funding Power of Attorney page where Request By showed NA if the request was made by Avalara Treasury
  • Fixed an issue where the wrong message appeared after a Power of Attorney was submitted
  • Fixed an issue where the Invite and Manage Users page looked different than other pages when no records were found

February 5, 2018

Release 18.2.0  

New

  • Added the Importer of Record default for countries other than the U.S. in Where You Collect Tax. This default is used when the Importer of Record isn't specified on a transaction with a destination address in a country outside the U.S.
  • Added the ability to import customers and exemption certificates. On the Your Exempt Customers page, click Import Customers and Exemptions to download the import toolkit and import your customers and exemption certificates.
  • Added the ability to export custom tax rules to an .xlsx or .csv file. To export your custom tax rules, click Export Custom Tax Rules on the All Custom Tax Rules page.

Changed

  • Improved the returns approval experience on the This Month's Filing page by adding better messages and disabling buttons when they can't be used
  • Added a Verify button to improve the verification process for the e-file username and password when you're scheduling a return
  • The export button is disabled if no records are found on pages where you can export records

Fixed

  • Fixed an issue where sorting didn't work on the Transactions and Locations pages when using Internet Explorer 11
  • Fixed an issue where the custom tax code export criteria wasn't cleared when you left the Your Custom Tax Codes page
  • Fixed an issue where search wasn't working on the Transactions page when the Document Type filter was changed and then set back to All
  • Fixed an issue where only 1000 tax rules were displayed on the All Custom Tax Rules page

January 29, 2018

Release 18.1.3  

New

  • Added the ability to export the regions and local authorities where you collect tax, your custom tax codes, and your exempt customers to an .xlsx or .csv file
  • Added a filter to only include locked transactions on these reports:
    • Sales and Sellers Use Tax Summary
    • Sales and Sellers Use Tax Jurisdiction Detail
    • Sales Tax Exemption Detail by Jurisdiction
    • Sales and Sellers Use Tax Levels
    • New York Apparel Taxation
    • Colorado Multi-Location
    • Consumer Use Tax Summary
    • Consumer Use Tax Jurisdiction Detail
    • Consumer Use Tax Exemption Detail by Jurisdiction
    • Consumer Use Tax Levels
  • Added the jurisdiction type and tax name to the line item details on transactions

Changed

Fixed

  • Fixed an issue where the entity use code wasn't saved correctly for custom tax rules
  • Fixed an issue where the report criteria selections weren't retained after you generated a report and then went back to the report criteria
  • Fixed an issue where the default currency selected under Advanced Company Settings wasn't appearing in the Currency field of the transaction header
  • Fixed an issue where you couldn't validate an address in the Tax Calculator after calculating tax 
  • Fixed an issue where local jurisdictions in TX that were already selected were available for selection again in Where You Collect Tax
  • Fixed an issue where the tax type shown in the regions list for Where You Collect Tax was slightly different than what you selected as the tax type for the regions. Both places now show Sales or Sellers Use Tax.
  • Fixed an issue where only 1000 local jurisdictions were displayed in Where You Collect Tax
  • Fixed an issue where you couldn't see jurisdictions you selected that have future start dates in Where You Collect Tax
  • Fixed issues where you couldn't access Managed Returns or edit user permissions when using Internet Explorer 11

January 12, 2018

Release 18.1.1  

New

  • Added the ability to export returns history, tax notices, users, companies, company locations, and items to an .xlsx or .csv file

January 5, 2018

Release 18.1.0  

New

  • Added the ability to export transactions to an .xlsx or .csv file. On the Transactions page, filter the list to get the transactions you want, and then click Export Transactions to export the transactions listed. Export up to 999 transactions at a time.
  • Added the ability to change the filing frequency for any active scheduled return
  • Added the ability to click Create Customer Exemptions to start using Exemptions to exempt your customer from tax

Changed

Fixed

  • Fixed an issue where the correct record count wasn't shown on the All Returns Scheduled page
  • Fixed an issue where special tax handling wasn't showing up in the line details of a transaction
  • Fixed an issue where the Discount checkbox wasn't staying checked for a line item on a transaction
  • Fixed an issue where the address information wasn't showing up for addresses entered at the line item level on a transaction
  • Fixed issues where the customer exemption number and the revenue account entered at the line item level weren't retained when you edited a transaction 
  • Fixed an issue where the discount amount for a line item was reverting to 0 when you edited a transaction
  • Fixed an issue where you couldn't add a discount amount for a line item when you edited a transaction
  • Fixed an issue where you couldn't save a transaction with Derive Taxable as the override type for a line item

AvaTax (2017 releases)

December 15, 2017

Release 17.12.1  

New

  • Added the ability to invite a new user during onboarding, in case the first user isn't the right person to set up AvaTax. To invite a new user during onboarding, click Invite Another Account User.

Changed

Fixed

  • Fixed an issue where AvaTax wasn't working in IE 11
  • Fixed issues where report navigation didn't work correctly after you drilled down in a report
  • Fixed an issue where you couldn't add custom tax rules because states where you collect tax were missing from the region drop-down

December 8, 2017

Release 17.12.0  

New

  • Added a Calculate tax button to Transactions so you can calculate tax for a transaction before saving and committing it to AvaTax

December 4, 2017

Release 17.11.3  

New

  • Added a notification that you can upgrade to a paid service to store more than 25 exemption documents
  • For SST companies, added an alert that you can't override jurisdictions in an SST state 

Changed

Fixed

  • Fixed an issue where some reports crashed when you downloaded them
  • Item search now works when there's a space in the search query
  • The Clear option on the Returns History page now clears all of the search criteria
  • Address validationHoverTT.png of the ZIP code now works when you're adding a tax return form
  • The Exemption Exposure and Exemption Exposure Aging reports now generate successfully in the Sandbox environment

November 17, 2017

Release 17.11.2  

Changed

  • If you told us you collect tax in a state with local jurisdictions and the Automatically Update Authorities option is turned on, you can't edit or delete the local jurisdictions. All of the local jurisdictions must be selected when Automatically Update Authorities is turned on.

Fixed

  • Fixed an issue where some customers couldn't access Exemptions

November 10, 2017

Release 17.11.1

New

Changed

  • Clarified wording in error message for when an SST address is entered using a zip code
  • When you remove a parent jurisdiction from where you collect and remit taxes, all child jurisdictions are now removed as well (e.g. if you delete a state, all county and city jurisdictions in that state are also deleted)

Fixed

  • Tax forms not in the database are no longer shown in the Managed Returns tax form catalog
  • Fixed issue where adding a local jurisdiction by address might result in a loop of requests and failed responses if the address resolved to a location that isn't actually within any local jurisdictions. Now, an alert informs you of the address issue and a button is available to remove the relevant jurisdiction from your list of jurisdictions where you might need to choose locals.

November 2, 2017

Release 17.11.0

Changed

  • Reports that include a Location Code field now have the Display Location Code checkbox checked by default

October 26, 2017

Release 17.10.3

  • View Transactions without getting an error
  • The list of regions for Customer Exemptions are displayed the same way as the list of regions for Where You Collect Tax
  • Now search for company names with apostrophes
  • Click the AvaTax logo when you're on the Switch Company page to go to the landing page like you do from other pages in AvaTax

October 19, 2017

Release 17.10.2

  • Added new AvaTax logo
  • Voided transactions can now be edited

October 12, 2017

Release 17.10.1

October 6, 2017

Release 17.10.0

September 28, 2017

Release 17.9.2

  • The amount field on a transaction line is now labeled Total Amount so it's clear that it's the total line amount and not the item price
  • A license key and connector are used to connect your business application to AvaTax. Now, after you activate your first company, you get your license key when you get your connector.
  • Reports
    • Drill-down to more details on the Consumer Use Tax Summary report
    • The Sales and Sellers Use Tax Summary report no longer generates an error
    • The .csv download option was removed from all reports except the New York Apparel Taxation report. All reports can be downloaded as a .pdf or .xls file.

September 20, 2017

Release 17.9.1

  • The exemption statuses are now shown correctly in Your Customer Exemptions list
  • Location code, entity/use code, and exempt number are now located in the heading details of a transaction, instead of under Additional Information

September 12, 2017

Release 17.9.0

  • Reports
    • Reports load faster
    • Easily drill down to report details
  • When you tell us where you collect tax, local jurisdictions have labels so you can distinguish between city and county jurisdictions
  • Exemptions
    • When you stop an exemption, it's now clear that it's stopped because a message displays
    • The Request exemption link was removed from the Add exemption and Edit exemption pages. It's still available on the Your customer exemptions list page. 

August 30, 2017

Release 17.8.3

  • Made minor enhancements and fixes

August 17, 2017

Release 17.8.2

  • Made minor enhancements and fixes

August 10, 2017

Release 17.8.1

  • Transactions 
    • Filters for the Transactions list show up correctly now. The Date filter is always available. Advanced filters are available when there are more than 20 transactions.
    • Use Document Status to filter transactions using these statuses: saved, posted, committed, void, adjusted, and locked
  • Reports
    • All reports in the Reports list have a description
    • Download a .csv, .xls, or .pdf file from a previewed report
  • Exemptions
    • Customer exemptions are sorted by region and Avalara Exemption ID
    • Filter customer exemptions by status
    • Send a request to ask your customer for an exemption certificate. When they respond, a new exemption appears in AvaTax.
  • When adding regions where you collect tax, the tax type defaults to Sales tax only. For US regions that have both sales tax and seller use tax, choose to use Sales tax only or Sales and sellers use tax.

August 3, 2017

Release 17.8.0

  • The Transactions page is now paginated instead of showing one long list of transactions
  • Made minor enhancements and fixes

 

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