Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Release notes

Release notes for v24.02.1

Initial release
Release date: February 27, 2024

Forms revisions

If a multiple location version of one of these returns exists, revisions apply to these returns as well.
  • Kentucky Local, Fulton Monthly Return of Restaurant Tax (new return)
  • New York, ST-101, New York State and Local Annual Sales & Use Tax Return
  • New York, ST-100, New York State and Local Quarterly Sales & Use Tax Return
  • New York, ST-810, New York State and Local Sales & Use Tax Return for Part-Quarterly Filers
  • Virginia Local, King George County Meals Tax Monthly Remittance (new return)

States

All changes noted were incorporated into the applicable returns and accompanying schedules for that state or locale. Listed changes are effective February 1, 2024, unless otherwise noted.
  • Alabama locales
    • Calhoun County, Henry County, and Phil Campbell (Town) administration changed from RDS to ADOR.
    • Area 7209 of Chambers County AL was merged into Area 7109, effective January 1 2024.
  • Texas
    • The LIST filing scheme is an alternative option that remote sellers can use to collect and remit the total local tax in effect at the destination address. They'll need to use a List Supplement to report all the local jurisdictions where the taxable sales were made. To file remote sellers with LIST, the following are needed:
      • You're a remote seller with no locations within Texas.
      • Tax type used: Sellers Use, Manufacturing Equipment Sellers Use, or Clothing Sellers Use.
      • Entity Configuration – Return Register – effective February 2024, in Texas, select return 01-114/115 w/116 - Sales & Use Tax Return.
      • Entity Configuration – Organizer – effective February 2024, in Texas, General Information, then Business Location Information, check both the Report as a Single Outlet on Form 01-114 w/ 116 Supplement and Report as Remote Seller LIST Filer boxes.
    • E-file is available for 01-114/115 w/116 - Sales & Use Tax Return. Additionally, e-file diagnostics are added for filing as a remote sellers LIST filer and will need to be reviewed and cleared before filing with the state.
  • Wisconsin
    • The option to print up to 4 county sales and use tax records on the ST-12 is now obsolete, and the option removed from the Organizer.

Tax rate changes

All tax rate changes noted below were incorporated into the application. Listed changes are effective February 1, 2024, unless otherwise noted.
  • Alaska
    • The City Cordova's General Retail Sales Tax Rate increased from 6.000% to 7.000%. Cordova's tax cap level increased from $3,000 to $5,000.
    • The City & Borough of Juneau's tax cap level increased from $12,800 to $14,300.
  • Indiana
    • The City of Merrillville imposed a 1.000% Food and Beverage Tax.

Product changes

  • New content Tools menu
     - A new menu got added to the
    Tools
     tab to view the supported list of Tax and Exempt Types. We've also moved Tax Rates under the same menu.
  • Journal
     - Currently, page total isn't updating with correct values when a filter's applied. With this implementation, page totals update as per filters applied.
  • Processes screen
     - With the redirect icon in the
    Actions
     column, you can now go to the respective dashboard for any job.

Open issues

  • California
     - For Form 401-A1 w/ Schedule B, Schedule A2, Goleta is using a rate of 15% when it should've a rate of 1.5%. To correct this, you'll need to override the rate for Goleta on Schedule A2. This issue will be fixed on the March client release.

This article applies to:

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