AvaTax Calc Maintenance Release Guide June 2012 Revision date: 05/31/2012 Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2012 Avalara, Inc. All rights reserved. Avalara, AvaTax Calc, AvaTax Returns, AvaTax Certs, AvaRates, TrustFile, BPObridge, Laserbridge+, Sales Taxll, Sales TaxPC, SalestaxPC+, StatetaxII, and StatetaxPC are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries. All other trademarks are property of their respective owners.
Contents Nexus Updates... 3 United States... 3 Alabama... 3 California... 4 Rate Updates... 5 Boundary Updates... 6 Boundary Corrections... 6 Reporting Updates... 8 Reporting Levels... 8 State-Assigned Codes... 8 Taxing Authorities... 8 Tax Rule Content... 9 Taxability... 9 Arizona... 9 Vermont... 9 Exemption Certificate Information Frequency Increase... 9 Appendix A: Rate Updates in non-sst States... 10 Avalara Support... 12
Nexus Updates Nexus Updates As part of Avalara s continuous improvement process, we are updating the AvaTax service to support the following: United States Alabama In order to calculate and report sales tax as required by the State of Alabama, we are changing the Local Nexus Settings for Cullman, Dale, Elmore, Lauderdale, Lee, Marion, and Marshall Counties. The following county Nexus selections expire on May 31, 2012: State Local Jurisdiction Name JurisType CULLMAN CTY DE CTY ELMORE CTY LAUDERDE CTY LEE CTY MARION CTY MARSHL CTY To continue to collect local tax, any customers that currently have Nexus selected for any of these counties need to select the new records within the county on June 1, 2012. USER ACTION MAY BE REQUIRED The following special tax jurisdictions (STJ) are new Local Nexus jurisdictions. These jurisdictions are considered optional jurisdictions as of June 1, 2012. If you wish to collect sales tax in any of the jurisdictions below, an update to the Nexus selection of your company may be required. State Local Jurisdiction Name JurisType CULLMAN CO STJ CULLMAN CO PJ ARAB STJ DE CO INSIDE CITY LIMITS OF DEVILLE & OZARK STJ DE CO OUTSIDE CITY LIMITS OF DEVILLE & OZARK STJ ELMORE CO STJ ELMORE CO CL PRATTVILLE STJ LAUDERDE CO INSIDE FLORENCE STJ LAUDERDE CO OUTSIDE FLORENCE STJ LEE CO EXCLUDING CITY LIMITS OF AUBURN, EXCLUDING CITY LIMITS & STJ POLICE JURISDICTION OF OPELIKA, EXCLUDING CITY LIMITS & POLICE JURISDICTION OF PHENIX CITY LEE CO IN CITY LIMITS OF AUBURN, OPELIKA & PHENIX CITY STJ LEE CO IN POLICE JURISDICTION OF OPELIKA & PHENIX CITY STJ MARION CO INSIDE WINFIELD STJ
Nexus Updates State Local Jurisdiction Name JurisType MARION CO OUTSIDE WINFIELD STJ MARSHL CO STJ The following city (CIT) jurisdiction is a new Local Nexus jurisdiction. This jurisdiction is considered an optional jurisdiction as of June 1, 2012. If you wish to collect sales tax in the jurisdiction below, an update to the Nexus selection of your company may be required. State Local Jurisdiction Name JurisType MARGARET CIT California USER ACTION MAY BE REQUIRED The following special tax jurisdiction (STJ) is a new Local Nexus jurisdiction. This jurisdiction is considered an optional jurisdiction as of June 1, 2012. If you wish to collect sales tax in the jurisdiction below, an update to the Nexus selection of your company may be required. State Local Jurisdiction Name JurisType CA SONOMA COUNTY AGRICULTUR PRESERVATION & OPEN SPACE DISTRICT TRANSACTIONS AND USE TAX (SAPD) STJ Informational The following special tax jurisdiction (STJ) expires on June 1, 2012: State Local Jurisdiction Name JurisType CA SONOMA COUNTY OPEN SPACE AUTHORITY (SCOS) STJ
Rate Updates Rate Updates Sales and seller use tax rates are updated within the AvaTax Calc service for a total of 28 jurisdictions beginning on June 1, 2012. 28 tax jurisdictions in non-sst states for all clients. (Refer to Appendix A.) 0 tax jurisdictions in Streamlined Sales Tax (SST) states for non-sst clients.
Boundary Updates Boundary Updates As of June 1, 2012, boundaries are updated for all states for non-sst customers. Boundary Corrections As of June 1, 2012, Jurisdiction Overrides to return or exclude him various taxes have been added for the following addresses: Address: WINDOW ROCK HIGH SCHOOL NAVAJO ROUTE 12, FORT DEFIANCE, AZ 86504 Results for sales tax: State 04 ARIZONA 6.600% County 001 APACHE 0.500% Results for use tax: State 04 ARIZONA 6.600% Address: PO BOX AP, CARMEL, CA 93921-1687 Results for sales and use tax: State 06 CIFORNIA 6.250% County 053 MONTEREY 1.000% Address: 2100 STATE HIGHWAY 119, LONGMONT, CO 80504-9534 Results for sales tax: State 08 COLORADO 2.900% City EJIF0 LONGMONT (NO STJ) 3.275% Results for use tax: State 08 COLORADO 2.900% Address: 4400 HIGHWAY 30 E, KEARNEY, NE 68847-9797 Results for sales and use tax: State 31 NEBRASKA 5.500% Address: 24788 N COUNTY ROAD 3330, WYNNEWOOD, OK 73098-9068 Results for sales and use tax: State 40 OKLAHOMA 4.500% County 049 GARVIN 0.500% Address: 906 CLINTON DR, GENA PARK, TX 77547-3461 Results for sales and use tax: State 48 TEXAS 6.250% City 27996 GENA PARK 1.000%
Boundary Corrections Address: 2202 OIL CENTER CT, HOUSTON, TX 77073-3333 Results for sales and use tax: State 48 TEXAS 6.250% City 35000 HOUSTON 1.000% Special 6000820 HOUSTON MTA TRANSIT 1.000% Address: 555 E AIRTEX DR, HOUSTON, TX 77073-6099 Results for sales and use tax: State 48 TEXAS 6.250% City 35000 HOUSTON 1.000% Special 6000820 HOUSTON MTA TRANSIT 1.000%
Reporting Updates Reporting Updates Reporting Levels As of June 1, 2012, reporting levels are updated for: Alabama Arkansas California Colorado Idaho North Dakota South Dakota Texas Vermont Washington State-Assigned Codes As of June 1, 2012, state-assigned codes are updated for: Alabama Arkansas California Colorado Minnesota Nebraska North Dakota South Dakota Texas Washington Taxing Authorities As of June 1, 2012, taxing authorities are updated for: Alabama Alaska Arkansas California Colorado Idaho North Dakota South Dakota Texas Vermont Washington
Tax Rule Content Tax Rule Content Taxability As of June 1, 2012, taxability for Photography Services (Tax Code SP060000) is activated for all AvaTax Pro subscribers and related Tax Rules are updated for the following states: ABAMA HAWAII NEW MEXICO ARIZONA IDAHO NEW YORK CIFORNIA ILLINOIS PENNSYLVANIA COLORADO LOUISIANA SOUTH CAROLINA CONNECTICUT MAINE TEXAS DISTRICT OF MASSACHUSETTS VIRGINIA COLUMBIA MISSISSIPPI WYOMING FLORIDA MISSOURI As of June 1, 2012, taxability is updated for Banking Services (Tax Codes SB010000, SB010100, and SB010200) and related Tax Rules are updated for the following states: CONNECTICUT HAWAII MISSISSIPPI NEW MEXICO Arizona As of June 1, 2012, Tax Rules are updated to return the appropriate base tax rate under the cap thresholds in Safford, AZ and Quartzsite, AZ. Vermont As of June 1, 2012, taxability is updated to exempt Hosted Software in Vermont for the following Tax Codes: SW052000 ASP - hosted software (see note re: server location) SW052010 Implementation services - hosted software, remote SW052020 Implementation services - hosted software, on-site SW052201 Optional software maintenance agreement (hosted software) - services only (remote) SW052202 Optional software maintenance agreement (hosted software) - updates and services SW052301 Mandatory software maintenance agreement (hosted software) - services only (remote) SW052302 Mandatory software maintenance agreement (hosted software) - updates and services SW052400 Telephone support - hosted software Exemption Certificate Information Frequency Increase For subscribers to the AvaTax Certs service, the frequency with which AvaTax Calc is updated with Exemption Certificate information from AvaTax Certs is increased. This update can also be started at any time by Account Admin and Company Admin Users. AvaTax Certs Exemption Certificate entries are then used for immediate Transaction processing.
Appendix A: Rate Updates in non-sst States Appendix A: Rate Updates in non-sst States The following rate updates are for states unaffiliated with the Streamlined Sales Tax initiative. These rates are relevant to both SST and non-sst clients. State JurisName Juris Type Juris Code Rate Type Tax Type New Rate Old Rate TOONA CIT ABWQ0 G S 3.000% 0.000% TOONA CIT ABWQ0 G U 3.000% 0.000% BOAZ CIT ADEZ0 G S 4.000% 0.000% BOAZ CIT ADEZ0 G U 4.000% 0.000% CULLMAN CO STJ 1201000037 G S 4.500% 0.000% CULLMAN CO STJ 1201000037 G U 4.500% 0.000% CULLMAN CO PJ ARAB STJ 1201000039 G S 3.500% 0.000% CULLMAN CO PJ ARAB STJ 1201000039 G U 3.500% 0.000% DE CO INSIDE CITY STJ 1201000030 G S 1.000% 0.000% LIMITS OF DEVILLE & OZARK DE CO INSIDE CITY STJ 1201000030 G U 1.000% 0.000% LIMITS OF DEVILLE & OZARK DE CO OUTSIDE CITY STJ 1201000033 G S 2.000% 0.000% LIMITS OF DEVILLE & OZARK DE CO OUTSIDE CITY STJ 1201000033 G U 2.000% 0.000% LIMITS OF DEVILLE & OZARK ELMORE CO STJ 1201000064 G S 1.000% 0.000% ELMORE CO STJ 1201000064 G U 1.000% 0.000% ELMORE CO CL STJ 1201000067 G S 2.000% 0.000% PRATTVILLE ELMORE CO CL STJ 1201000067 G U 2.000% 0.000% PRATTVILLE GLENCOE CIT ABXK0 G S 4.000% 0.000% GLENCOE CIT ABXK0 G U 4.000% 0.000% GLENCOE PJ STJ ABXN0 G S 2.000% 0.000% GLENCOE PJ STJ ABXN0 G U 2.000% 0.000% LAUDERDE CO INSIDE FLORENCE LAUDERDE CO INSIDE FLORENCE LAUDERDE CO OUTSIDE FLORENCE LAUDERDE CO OUTSIDE FLORENCE LEE CO CITY LIMITS OF AUBURN - OPELIKA & PHENIX CITY LEE CO CITY LIMITS OF AUBURN - OPELIKA & PHENIX CITY STJ 1201000046 G S 1.000% 0.000% STJ 1201000046 G U 1.000% 0.000% STJ 1201000043 G S 1.500% 0.000% STJ 1201000043 G U 1.500% 0.000% STJ 1201000051 G S 1.000% 0.000% STJ 1201000051 G U 1.000% 0.000% Page 10 of 12
Appendix A: Rate Updates in non-sst States State JurisName LEE CO EXCLUDING CITY LIMITS OF AUBURN - EXCLUDING CITY LIMITS & POLICE JURISDICTION OF OPELIKA - EXCLUDING CITY LIMITS & POLICE JURISDICTION OF PHENIX CITY LEE CO EXCLUDING CITY LIMITS OF AUBURN - EXCLUDING CITY LIMITS & POLICE JURISDICTION OF OPELIKA - EXCLUDING CITY LIMITS & POLICE JURISDICTION OF PHENIX CITY LEE CO IN POLICE JURISDICTION OF OPELIKA & PHENIX CITY LEE CO IN POLICE JURISDICTION OF OPELIKA & PHENIX CITY MARION CO INSIDE WINFIELD MARION CO INSIDE WINFIELD MARION CO OUTSIDE WINFIELD MARION CO OUTSIDE WINFIELD Juris Type Juris Code Rate Type Tax Type New Rate Old Rate STJ 1201000054 G S 3.000% 0.000% STJ 1201000054 G U 3.000% 0.000% STJ 1201000056 G S 2.000% 0.000% STJ 1201000056 G U 2.000% 0.000% STJ 1201000060 G S 1.000% 0.000% STJ 1201000060 G U 1.000% 0.000% STJ 1201000062 G S 2.000% 0.000% STJ 1201000062 G U 2.000% 0.000% MARSHL CO STJ 1201000072 G S 1.000% 0.000% MARSHL CO STJ 1201000072 G U 1.000% 0.000% SAND ROCK CIT EGWH0 G S 2.000% 0.000% SAND ROCK CIT EGWH0 G U 2.000% 0.000% SAND ROCK UN STJ EGWJ0 G S 1.000% 0.000% SAND ROCK UN STJ EGWJ0 G U 1.000% 0.000% SOUTHSIDE CIT ABYL0 G S 4.000% 0.000% SOUTHSIDE CIT ABYL0 G U 4.000% 0.000% SOUTHSIDE PJ STJ ABYO0 G S 2.000% 0.000% SOUTHSIDE PJ STJ ABYO0 G U 2.000% 0.000% TLAPOOSA CTY 123 G U 0.100% 1.000% VLEY HEAD CIT 78240 G U 3.000% 0.000% VLEY HEAD PJ STJ 6001213 G U 1.500% 0.000% AZ CASA GRANDE CIT 10530 G S 1.800% 2.000% CO BERTHOUD CIT EJID0 G S 3.000% 0.000% CO BERTHOUD CIT EJID0 G U 0.000% 0.000% CO LONGMONT (NO STJ) CIT EJIF0 G S 3.275% 0.000% CO LONGMONT (NO STJ) CIT EJIF0 G U 0.000% 0.000% Page 11 of 12
Avalara Support Avalara Support If you have questions about AvaTax, please contact Avalara Support with our toll free number (1-877) 780-4848, option 2. Standard support hours are 7:00 a.m. to 4:00 p.m. Pacific, Monday through Friday. Requests for assistance can also be placed online via the AvaTax Admin Console (https://adminavatax.avalara.net/ ). Log in to the AvaTax Admin Console, and select Need Help/Chat or Submit A Case from the Home tab. Page 12 of 12