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Release notes

Release notes for v24.06.1

Initial release
Release date: July 30, 2024

Forms revisions

If a multiple-location version of one of these returns exists, changes apply to these returns as well.
  • #Colorado, The Gardens on Havana (Auora) Public Improvement Fee Return
  • #Nebraska, Waste Reduction and Recycling Fee Return Form 94
  • New York, ST-809 Part-Quarterly (Monthly) 
* Indicates print preview return name change  # Indicates new return

Print issue

Effective with the July release, we released a new User Interface that has a new look and functionality.
There's currently an issue when trying to generate print files from within a locator.
See the below screenshot on how to change the User Interface back to the prior version which will allow the print files to be created.

State notes

All changes noted were incorporated into the applicable returns and accompanying schedules for that state or locale. Listed changes are effective June 1, 2024, unless noted otherwise.
Nebraska
 Waste Reduction and Recycling Fee Return From 94 is available. Form 94 is due October 1. An annual fee of $25 is charged on each retail location with Nebraska taxable sales of tangible personal property of $50,000 or more for tax periods July 1 of the previous year through June 30 of the current year.
New York
 Schedule H and Schedule E data is automatically transferred into e-file return.

Tax rate changes

All tax rate changes noted below were incorporated into the application. Listed changes are effective June 1, 2024, unless noted otherwise.
Alabama Locals
  • Bakerhill increased its general sales and use, machinery and equipment sales and use, and auto sales and use tax rates from 2.000% to 4.000%.   Effective June 1st.
  • Bakerhill Police Jurisdiction increased its general sales and use, machinery and equipment sales and use, and auto sales and use tax rates from 1.000% to 2.000%.   Effective June 1st.
  • Childersburg increased its general sales and use rate from 4.000% to 5.000%.  Effective June 1st.
  • Mooresville imposed a general sales and use tax rate of 2.000%. Administration is RDS. Effective June 1st.
  • Mooresville imposed machinery and equipment sales and use, and auto sales and use tax rates of 1.000%. Administration is RDS. Effective June 1st.
Tennessee
  • Cannon County increased the sales and use tax rate from 1.750% to 2.750%, effective from June 1, 2024
  • City of Hendersonville increased the sales and use tax rate from 2.250% to 2.750%, effective from June 1, 2024

Application updates: key release highlights

Business challenge
How ONESOURCE Sales and Use Tax (OSU) can help
Product updates in this release
Customers often face loading issues with the ledgers and infinite scrolling to the bottom to get all the data loaded.
OSU can provide a more user-friendly way to load the data with paginated view while ensuring quicker loading of the data in the Detailed ledger grid.
Detailed Ledger is enriched with performance tuning to ensure that there are no lags in loading the ledger records on the grid and users don't need to scroll to the bottom to load all the data.
Customers cannot rectify errors based on the messages provided on the screens.
The application now offers enhanced messages paired with practical advice for resolving errors.
All the messages are modified so that they explain the error with more clarity and the message also includes remediation steps for the users to solve the error with minimal effort.
Customers are unable to complete the batch jobs that include both Print and E-File.
The application can offer a status update for each process or batch job you start, simplified with easy-to-understand statuses
Before, jobs that involved both Printing and E-Filing would be listed as Queuing or Processing. Now they appear as either Complete or Complete with errors.
Customers are unable to filter the ledger beyond a country and state province.
The application will enhance the detailed ledger with additional filters, thus offering improved flexibility for filtering these records.
In addition to the existing filters for country and site province in the detailed ledgers, this update includes new filters for tax level, tax authority, location code, and tax type

UI/UX Enhancements

  • Error messages displayed on the Workarea, Balance Import, Binder, Compute and Transfer functionalities are improved for the user to better understand the corrective steps need to be taken to rectify the error.
    • Key Benefits:
       The messages will provide more clarity to the users and the additional info in the messages will provide actionable guidance to the user to diagnose and solve the error with minimal efforts.
  • Collecting Level and Collecting Authority are added to the 'Tax Rates' lookup of Content Tools for any given Tax Type.
    • Key Benefits:
       While showing the tax rates for a given Tax Type and Tax Area, providing collecting level and authority for each rate will give a better context to the users if it is different from the taxing level and authority.
  • Filters on all the grids are moved to the top-right corner of the grid.
    • Key Benefits:
       Consistent UX with filter placement throughout the product, except Journals and Ledgers.
  • The Binders page of a new Workarea shows a screen with no appropriate usage to the user. Refined that page with better messaging to guide the user on how to proceed further.
    • Key Benefits:
       Providing better information to the user, so that the user is aware of what the next course of action is.

Ledger updates

  • We added new Filters to the Detailed Ledgers. Besides country and state/province, the user can also filter by Tax Level, Tax Authority, Location Code and Tax Type.
    • Key Benefits:
       Provides more flexibility in filtering the detailed ledgers, especially when there are too many records.
  • Removed infinite scrolling and implemented Pagination in the Detailed Ledger grid.
    • Key Benefits:
       Provides a friendlier way to load the data with paginated view while ensuring quicker loading.
  • Made process improvements to the ledgers so you can download ledger data quickly.
    • Key Benefits:
       Better application response.
  • Renamed files exported from Tax Authority and Detailed ledgers.
    • Key Benefits:
       Consistent file naming for the same export type across different ledgers will provide you with better understanding about the data in that file.

Closed issues

Arizona
The accounting credit rate will now populate the 0.0672% rate for business code '605' for qualified Remote Sellers on the County Details screen.

This article applies to:

  • Product: ONESOURCE Indirect Tax, ONESOURCE Sales and Use Tax Compliance