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Release notes

Release notes for 24.09.1

Release date: September 1, 2024

What's new

If a multiple location version of the following returns exists in ONESOURCE Sales and Use Tax Compliance, we've applied the revisions to that return too.
  • Alabama Local, Madison County Sales and Use Tax Return.
  • New York, ST-809 Part-Quarterly (Monthly).
  • Virginia Local, Charlottesville Meals Tax Return.
  • Virginia Local, Christiansburg Meals Tax Return.
  • Virginia Local, Mount Jackson Meals Tax Return.

Special notes

Next release
ONESOURCE Sales and Use Tax Compliance Version 24.10.1 is scheduled for release on October 29, 2024.

State notes

We've included the following changes in the returns and accompanying schedules for that state or locale. These changes are effective from September 1, 2024, unless noted otherwise.
Alabama Locals
  • Tallassee and Tallassee Police Jurisdictions changed administration from
    Avenu
     to
    ADOR
    .
  • Union Springs changed administration from
    Avenu
     to
    ADOR
    .
Massachusetts — ST-MAB-4 Form Redesign
In response to the State of Massachusetts' change in the electronic filing submission process, we've redesigned our internal reference form to match the State's website more closely. No rates changes are associated with this change.

Tax rate changes

The following tax rate changes are included in the application. Listed changes are effective September 1, 2024, unless noted otherwise.
Minnostata State
Minnesota State increased the Prepaid Wireless E911 Fees to 95 cents.
Oklahoma State
Oklahoma has reduced its state food sales tax rate to zero effective from August 29, 2024. This change affects the last 3 days of August and going forward. The following tax type rates have been updated:
  • Food sales.
  • Food sellers Use.
  • Food consumer use.

Application updates

Key release highlights
Business challenge
How the updated application helps
Product updates in this release
You could not print the returns directly from Binders for a specific print level and print authority.
Includes Binder-level print for all local collecting authorities or a specific local collecting authority based on the selected level.
We've introduced a new
Print Returns
 Binder action. This gives more options to decide what to print for all the returns of a binder period if those returns are registered in the Entity Configuration.
You could not figure out the tax area details of a specific Tax Area Code.
Lists all the tax areas, along with their respective Tax Area Code.
We've introduced a new
Tax Areas
 tool, which provides a list of all the tax areas of a specific region.
Managing the site codes in the Entity Configuration was not straight-forward.
Sort and dynamic action names make managing site codes easier.
While adding site codes to an entity multiple times before saving them, the added site codes will stay together on the top, followed by the remaining ones. This help you view all the added ones together for ease of removing them. The button label will change based on your actions.
UI enhancements
Previously, in
Content Tools
,
Tax Rates
 was the default tool. Now the previously visited content tool will be the default. This will help reduce the number of selections you need to make. 
Entity Configuration updates
This section covers enhancements of the
Balance Import
 functionality.
  • While adding site codes to an Entity, you might choose to remove 1 or more of the Missouri tax areas added to save. While doing so, all the added tax areas will appear together on the beginning of the grid. This will make it easier for you to remove them.
  • You can add the tax areas multiple times before assigning a site code and saving them. The action name on the window is now dynamic. It's
    Add
     when adding for the first time, and
    Add or update
     for subsequent additions or removals.
  • The action on the window will be inactive until you clear any of the checked (added) records or mark any of the unchecked records (that is, records that are not yet added).
Key benefits:
Checked records are sorted together at the beginning of the grid.
The dynamic action name on the window helps you understand the active window more easily.
Content tools updates
We've added a new content tool for lookup of all the tax areas along with their respective tax area codes. The tax areas for all the regions are shown when you first use it. When you select a region, this region will be selected automatically when you next use the content tool.
Key benefits:
  • You can view all available tax areas, filterable by region.
  • Every transaction in the journal and detailed ledger has a tax area code. You can use this tool to find details of that code.
Print updates
We've introduced a new Print Returns binder action. Use this to print all the returns specific to the binder period of the target entity.
Print Returns has many options to help you choose what to print, including:
  • Country, State, Local Level, and Local Authority.
  • Print Levels: federal, state, and local returns.
  • Print Options: returns, page numbers, include digital signatures, diagnostics, form approvals, and check requests.
You'll find your selections from these options on a new Print dashboard that shows the process metrics for binder and batch print.
Key benefits:
  • You can print returns directly from the binder, without the need for a batch process or going to the OTW portal.
  • New print options give you more control over what you print.

Closed issues

CA- Location Import Status (18033172)
Location synchronization process status was displaying as PROCESSING even after the process log is closed. This error should be fixed in this release.
Illinois Locals
Village of Melrose Park Food and Beverage Tax Return Due Date will now show the correct date.
Louisiana Locals
The descriptions for lines 8 to 10 on page 1 of the Ascension Parish Sales and Use Tax return will now populate correctly in the e-file.
Texas
The Total Tax of Tax Due Report is now matched with the Total Amount Paid on line 7 of Form 01-119 Direct Pay Return.
Virginia Locals
Charlottesville VA Meals Tax Form is updated to revised version 7/10/24.
Wyoming
The vendor discount on line G of Form 41-1 will now calculate correctly.

This article applies to:

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