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Release notes

Release notes for 24.07.1

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.
  • California Schedule A2
  • #Colorado Local, City of Greeley Sales/Use Tax Return (Multi-Locations) 
  • Kansas LD-1 Liquor Drink Tax Return
  • Louisiana Local, Ascension Parish, Sales & Use Tax Report
  • Louisiana Local, East Carroll Parish, Sales & Use Tax Report
  • Louisiana Local, Iberia Parish, Sales & Use Tax Report
  • Louisiana Local, Iberville Parish, Sales & Use Tax Report
  • Louisiana Local, Jefferson Parish, Sales & Use Tax Report
  • Louisiana Local, Rapides Parish, Sales & Use Tax Report
  • Louisiana Local, Richland Parish, Sales & Use Tax Report
  • Louisiana Local, West Baton Rouge Parish, Sales & Use Tax Report
  • Maryland, Form 202, Sales and Use Tax Return
  • Maryland, Form 202F, Sales and Use Tax Return for Market Place Facilitators
  • Minnesota Sales and Use Tax Worksheet ST1 
  • New York, ST-809 Part-Quarterly (Monthly)
* Indicates print preview return name change
# Indicates new return

Expired tax areas

The tax areas listed below have been expired with this release. A suggested replacement tax area may be noted below, but  it might not be the best match for what you're trying to accomplish with your mapping.
Expired Tax Area
US>IL>MADISON>BETHALTO>METRO-EAST MASS TRANSIT DISTRICT>METRO-EAST PARK AND RECREATION DISTRICT>BETHALTO ROUTE 111 BUSINESS DISTRICT
Replacement Tax Area
US>IL>MADISON>BETHALTO>METRO-EAST MASS TRANSIT DISTRICT>METRO-EAST PARK AND RECREATION DISTRICT
Expired Tax Area
US>IL>MADISON>BETHALTO>METRO-EAST MASS TRANSIT DISTRICT>METRO-EAST PARK AND RECREATION DISTRICT
Replacement Tax Area
US>IL>MADISON>BETHALTO>METRO-EAST MASS TRANSIT DISTRICT>METRO-EAST PARK AND RECREATION DISTRICT>BETHALTO ROUTE 140 CORRIDOR BUSINESS DISTRICT
Expired Tax Area
US>IL>MADISON>BETHALTO>METRO-EAST MASS TRANSIT DISTRICT>METRO-EAST PARK AND RECREATION DISTRICT>PRAIRIE STREET DOWNTOWN BUSINESS DISTRICT
Replacement Tax Area
US>IL>MADISON>BETHALTO>METRO-EAST MASS TRANSIT DISTRICT>METRO-EAST PARK AND RECREATION DISTRICT
Expired Tax Area
US>KS>JOHNSON>MISSION>MISSION GATEWAY 2022 CID
Replacement Tax Area
US>KS>JOHNSON>MISSION>NO DISTRICT
Expired Tax Area
US>KS>LEAVENWORTH>LANSING>LANSING TOWN CENTER TDD
Replacement Tax Area
US>KS>LEAVENWORTH>LANSING>NO DISTRICT
Expired Tax Area
US>KS>RENO>HUTCHINSON>HUTCHINSON FAIRFIELD INN CID
Replacement Tax Area
US>KS>RENO>HUTCHINSON>NO DISTRICT
Expired Tax Area
US>MO>JEFFERSON>UNINCORPORATED AREAS>ROCK TOWNSHIP AMBULANCE DISTRICT>SPRINGDALE CID>JEFFERSON COUNTY 911 DISPATCH
Replacement Tax Area
US>MO>JEFFERSON>UNINCORPORATED AREAS>ROCK TOWNSHIP AMBULANCE DISTRICT>JEFFERSON COUNTY 911 DISPATCH
Expired Tax Area
US>TX>MEDINA>UNINCORPORATED AREAS>MEDINA COUNTY ESD NO.4
Replacement Tax Area
US>TX>MEDINA>UNINCORPORATED AREAS>NO DISTRICT

State notes

All changes noted were incorporated into the applicable returns and accompanying schedules for that state or locale. Listed
interest rate changes
 are effective July 1, 2024, unless noted otherwise.
Jurisdiction
From
To
Michigan
9.300%
9.500%

Tax rate changes

All tax rate changes noted below were incorporated into the application. Listed changes are effective July 1, 2024, unless noted otherwise.
Alabama Locals
  • Skyline increased its general sales taxes from 2.000% to 3.000%. Effective July 1st.
  • Skyline Police Jurisdiction increased its general sales taxes from 1.000% to 1.500%. Effective July 1st.
  • Anniston changed administration from Precor to ADOR. Effective July 1st.
  • Pine Level  imposed  general, rental, machinery, and auto sales and use tax rates of 3.000%. Administration is RDS. Effective July 1st.
Arkansas
  • The city of Gassville increased the sales and use tax rate from 1.000% to 1.500%
  • The city of Pollard imposed the sales and use tax rate 1.000%
  • The city of Bay increased the sales and use tax rate from 1.000% to 2.000%
  • The Lake City increased the sales and use tax rate from 1.000% to 2.000%
  • The city of Paragould increased the sales and use tax rate from 0.750% to 1.500%
  • The city of Huntsville decreased the sales and use tax rate from 2.000% to 1.000%
  • The city of Searcy increased the sales and use tax rate from 1.500% to 2.000%
  • The Calhoun County increased the sales and use tax rate from 2.500% to 2.625%
California
  • Chino imposes sales tax rate of 1.000% (New Tax Jurisdiction)
  • Nevada City increased sales tax rate to 1.625% from 1.125%
  • Santa Cruz City increased sales tax rate to 2.500% from 2.000%
  • Santa Cruz unincorporated increased sales tax rate to 2.250% from 1.750%
  • Westminster increased sales tax rate to 2.000% from 1.500%
Colorado
  • Deer Trail imposes sales tax rate of 1.750% (New Tax Jurisdiction)
  • Dolores increased sales tax rate to 4.000% from 3.500%
  • Garden City increased sales tax rate to 4.000% from 3.000%
  • Lyons increased sales tax rate to 4.000% from 3.500%
  • South Fork increased sales tax rate to 4.000% from 2.000%
  • Timnath decreased sales tax rate for Food for home consumption to 2.250% from 3.000%
Georgia
  • Hancock increased its sales and use taxes from 2.000% to 3.000%
  • Irwin decreased its sales and use taxes from 3.000% to 2.000%
  • Murray decreased its sales and use taxes from 4.000% to 3.000%
  • Rockdale increased its sales and use taxes from 2.000% to 3.000%
  • Wheeler increased its sales and use taxes from 2.000% to 3.000%
Illinois
The following cities increased the sales and use tax rate:
  • Addison (0.250%)
  • Crystal Lake (0.750%)
  • Freeport (1.000%)
  • Marengo (1.250%)
  • Mundelein (0.250%)
  • North Aurora (0.500%)
  • Pingree Grove (1.000%)
  • Shorewood (0.250%)
  • Woodridge (Cook County) (0.500%)
  • Woodridge (DuPage County) (0.500%)
  • Woodridge (Will County) (0.500%)
The following county increased the sales and use tax rate:
  • McHenry County (0.250%)
The following districts expired: Bethalto:
  • Prairie Street Downtown Business District
  • Route 140 Corridor Business District
  • Route 111 Business District
Hamel Business District Venice Business District
The following districts imposed a sales and use tax rate:
  • Alton – Route 3 and Buckmaster Business District (1.000%)
  • Bethalto – Business District IV
  • East Moline Business Development District No. 2 (0.750%)
  • Edwardsville – 400 N Main Business District (1.000%)
  • Savanna – Central Commercial District (1.000%)
  • Shiloh – Green Mount Lebanon Business District (0.500%)
  • Thomson Business District (1.000%)
  • Venice Business District II (1.00%)
  • Viola – Business Development District No. 1 (1.000%)
  • Havana Business Development District No. 1 (1.000%)
The following districts increased a sales and use tax rate:
  • Inside Troy Road/Route 159 Business District (0.250%)
  • Inside Town Centre Business District (0.250%)
  • Inside Montclaire Business District (0.250%)
  • Outside Business Districts (Inside MED) (0.250%)
  • Outside Business Districts (Outside MED) (0.250%)
Kansas
  • New District Park City I-135 Arena CID imposed a sales and use tax rate of 2.000%
  • New District Kansas City Homefield-Menards STAR Bond
Kansas Locals
  • Benton city increased a sales & use tax rate from 1.000% to 2.000%. Effective July 1st, 2024.
  • Cherryvale city increased a sales & use tax rate from 2.750% to 3.000%. Effective July 1st, 2024.
  • Haysville city decreased a sales & use tax rate from 1.000% to 0.000%. Effective July 1st, 2024.
  • McCune city decreased a sales & use tax rate from 1.000% to 0.000%. Effective July 1st, 2024.
Louisiana Locals
Acension Parish
  • New district City of Gonzales Annexation #1 Shared Tax Agreement imposed a combined sales and use tax rate of 4.500% reporting on new column P, page 2-Annexation tax return.
  • New district City of Gonzales Annexation #3, #4, #5 Shared Tax Agreement imposed a combined sales and use tax rate of 4.500% reporting on new column Q, page 2-Annexation tax return.
  • New district City of Gonzales Other Annexations No Shared Tax Agreement imposed a combined sales and use tax rate of 6.500% reporting on new column R, page 2-Annexation tax return.
  • Print Option to suppress printing of page 2-Annexation return is available
East Carroll Parish
  • East Carroll Parish decreased its sales and use tax rate by 1.000%. This change impacts all reporting columns.
Iberia Parish
  • Iberia Parish imposed a parish-wide Law Enforcement District, which increases the sales and use tax rate by 0.250%. This change impacts all reporting columns. Iberia Parish also imposed an Iberia Parish Road Tax, which increases the sales and use tax by an additional 0.750% for reporting columns E and F.
Iberville Parish
  • Iberville Parish increased its sales and use tax rate by 0.250%. This change impacts all reporting columns.
Jefferson Parish
  • The Kenner North 1300 Vets EDD reported in Column B has been deactivated. It will now be reported in the new Column B, All Other Areas.
Morehouse Parish
  • The city of Mer Rouge decreased its sales and use tax rate by 2.000% for a combined sales and use tax rate of 3.500% reporting on column C of the tax return.
  • The city of Bonita increased its sales and use tax rate by 0.500% for a combined sales and use tax rate of 6.000% reporting on column D of the tax return.
Point Coupee Parish
  • Point Coupee Parish increased its sales and use tax rate by 0.250%. This change impacts all reporting columns.
Rapides Parish
  • The town of Cheneyville imposed a sales and use tax rate of 1.250% with a combined rate of 4.750%, to be reported in new column I of the return.
Richland Parish
  • Richland Parish increased its sales and use tax rate by 0.250%. This change impacts all reporting columns.
West Baton Rouge Parish
  • West Baton Rouge Parish increased its sales and use tax rate by 0.250%. This change impacts all reporting columns.
Massachusetts Locals
The following towns imposed meal tax rates:
  • Gardner imposed a meals tax rate of 0.750%. Effective July 1st, 2024.
  • Granville imposed a meals tax rate of 0.750%. Effective July 1st, 2024.
  • Marblehead imposed a meals tax rate of 0.750%. Effective July 1st, 2024.
  • Newbury imposed a meals tax rate of 0.750%. Effective July 1st, 2024.
  • Phillipston imposed a meals tax rate of 0.750%. Effective July 1st, 2024.
  • Weston imposed a meals tax rate of 0.750%. Effective July 1st, 2024.
Minnesota
  • Added Retail Delivery Fee. Effective July 1st, 2024.
Minnesota Locals
  • The Beltrami County imposed a sales & use tax rate of 0.625%. Effective July 1st, 2024.
  • The Plymouth imposed a lodging tax rate of 3%. Effective July 1st, 2024.
Missouri
The following counties have imposed a use tax at the same rate as the sales tax or use tax:
  • Grundy County use tax rate 1.500%
  • Jasper County use tax rate 1.375%
  • Ozark County use tax rate 2.000%
The following cities have imposed sales and/or use tax:
  • Appleton use tax rate 2.375%
  • Crystal Lakes use tax rate 1.000%
  • Jamesport use tax rate 1.500%
  • Leasburg sales tax rate 1.000%
  • Nevada use tax rate 3.000%
  • New Franklin use tax rate 2.000%
  • Noel use tax rate 2.125%
  • Rolla sales and use tax rate 2.250%
  • St. Ann sales tax rate 1.750%
  • Savannah use tax rate 2.500%
  • Wellsville use tax rate 1.750%
  • Winona use tax rate 3.000%
The following districts have been added:
  • Carondelet CID has imposed a 1.000% district sales tax
  • Lakeport Village CID has imposed a 1.000% district sales and use tax
  • Lakeport Village TDD has imposed a 1.000% district sales tax
  • RCC CID has imposed a 1.000% district sales and use tax
  • Palestine CID has imposed a 1.000% district sales and use tax
  • Wagon Trails CID has imposed a 0.500% district sales and use tax
  • 906 Grand CID has imposed a 1.000% district sales and use tax
  • Encore CID has imposed a 1.000% district sales tax
  • Encore TDD has imposed a 1.000% district sales tax
  • Kansas City Missouri District 8 PID has imposed a 1.000% district sales and use tax
  • Kansas City Missouri District 10 PID has imposed a 1.000% district sales and use tax
  • Vande East TDD has imposed a 1.000% district sales tax
  • 10330 Natural Bridge Road TDD has imposed a 1.000% district sales tax
The following districts have been expired/repealed the existing sales or use tax：
  • Springdale CID
North Carolina
  • Washington increased its sales and use taxes from 2.000% to 2.250%.
North Dakota Locals
The following cities increased their Sales, Use, and Gross Receipts tax rates:
  • The City of Mapleton increased their Sales, Use, and Gross Receipts tax rate from 1.500% to 2.000%, effective July 1st, 2024. The Maximum Tax Limitation has been removed.
  • The City of Rolla increased their Sales, Use, and Gross Receipts tax rate from 2.000% to 3.000%, effective July 1st, 2024. The Maximum Tax has been increased to $50.00 per sale.
New Mexico Locals
Bernallio County
  • Mesa Del Sol TID District 2 (02-706) imposed a new tax rate 7.625%
  • Mesa Del Sol – Maxeon TIDD (02-707) imposed a new tax rate 7.625%
The following districts increased their Sales, Use, and Gross Receipts tax rates:
Hidalgo County
  • Unincorporated Remainder of the County (23-023) increased their sales and use tax rate to 6.1875% from 5.9375%
  • Lordsburg (23-110) increased their sales and use tax rate to 7.7500% from 7.5000%
  • Virden (23-209) increased their sales and use tax rate to 6.6875% from 6.4375%
Sandoval County
  • Santa Ana Pueblo (1) (29-951) increased their sales and use tax rate to 7.2000% from 6.1250%
Taos County
  • Unincorporated Remainder of the County (20-020) increased their sales and use tax rate to 7.5000% from 7.000%
  • El Prado Water and Sanitation District (20-415) increased their sales and use tax rate to 7.7500% from 7.2500%
  • El Prado Water and Sanitation District (20-425) increased their sales and use tax rate to 9.4250% from 8.9250%
  • El Valle de Los Ranchos Water & Sanitation District (20-419) increased their sales and use tax rate to 7.7500% from 7.2500%
  • El Valle de Los Ranchos Water & Sanitation District (20-429) increased their sales and use tax rate to 9.4250% from 8.9250%
  • Picuris Pueblo (1) (20-917) increased their sales and use tax rate to 7.5000% from 7.0000%
  • Questa (20-222) increased their sales and use tax rate to 8.5625% from 8.0625%
  • Questa Airport (20-160) increased their sales and use tax rate to 7.5000% from 7.0000%
  • Red River (20-317) increased their sales and use tax rate to 9.4250% from 8.9250%
  • Taos (city) (20-126) increased their sales and use tax rate to 9.1750% from 8.6750%
  • Taos Airport (20-163) increased their sales and use tax rate to 7.5000% from 7.0000%
  • Taos Ski Valley (all GRT activity in location code 20-430) (20-414) increased their sales and use tax rate to 9.4375% from 8.9375%
The following cities imposed a local lodging and restaurant tax for on-sale alcohol:
The City of Rugby local lodging and restaurant tax of 1.000% will now apply to on-sale alcohol.
Ohio
  • Lake County decreased the sales and use tax rate from 7.250% to 7.000%.
Oklahoma Locals
  • Canton increased their sales and use tax rate to 4.000% from 3.000%
  • Perkins increased their sales and use tax rate to 3.875% from 3.375%
  • Kiowa County increased their sales tax rate to 3.000% from 1.500%
  • Wynnewood increased their sales tax rate to 4.500% from 4.000%
South Dakota
The following special purpose district imposed a sale and use tax rate:
  • The city of Arlington implement a 1.000% rate on gross receipts tax, eating establishments and alcohol sales.
Texas
The following special purpose district imposed a sale and use tax rate:
  • Aurora Municipal Development District imposed 0.500% sales and use tax rate.
The following combined areas have been added with their sales and use tax rates:
  • Amarillo/Potter County Assistance District No. 1 has been added with a rate of 2.000%.
  • Godley/Johnson County Emergency Services District No. 1-B has been added with a rate of 2.000%.
  • Simonton/Waller-Harris Emergency Services District No. 200 has been added with a rate of 2.000%.
  • Universal City/Guadalupe County has been added with a rate of 2.000%.
  • Willow Park/Parker County Emergency Services District No. 1-A has been added with a rate of 1.500%.
Virginia Locals
The following city increased the town meal tax rate:
  • Town of Lovettsville from 3.000% to 3.750%. Effective January 1st, 2024
Washington
Mason County (Emergency Communication Tax) increased its sales and use tax rate by 0.100%:
  • City of Shelton increased its sales and use tax rate by 0.100% to 2.400% (incl. car dealers/leasing companies to 2.300%)
  • Squaxin Tribe - Unincorporated Areas increased its sales and use tax rate by 0.100% to 2.100%
  • Unincorporated Areas increased its sales and use tax rate by 0.100% to 2.100%
Pacific County (Housing and Related Services) increased its sales and use tax rate by 0.100%
  • City of Ilwaco increased its sales and use tax rate by 0.100% to 1.700%
  • City of Long Beach increased its sales and use tax rate by 0.100% to 1.900%
  • City of Raymond increased its sales and use tax rate by 0.100% to 1.700%
  • City of South Bend increased its sales and use tax rate by 0.100% to 1.700%
  • Unincorporated Areas increased its sales and use tax rate by 0.100% to 1.700%
City of Snoqualmie (TBD) increased its sales and use tax rate by 0.100% to 2.600%
West Virginia
  • The city of Richwood imposed 1.000% the municipal sales and use tax rate.
  • The city of Westover imposed 1.000% the municipal sales and use tax rate.

Application updates: key release highlights

Business challenge
How ONESOURCE Sales and Use Tax (OSU) can help
Product updates in this release
Customers are unable to see when a return is due or what are the submission modes available.
OSU helps users know the due date for returns and determines the submission types applicable for each return.
We enhanced the Return register to display the 'Due Day' and 'Submission Mode' fields, enabling you to view the due date of a return once it is registered under an entity and configure the appropriate submission mode for a return based on the applicable submission modes.
Customers are unable to rectify the errors based on the messages that are provided on the screens.
We improved the messages along with an actionable guidance to solve errors.
We updated all messages 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 upload the returns from the file that was modified to address the errors in it.
You can upload the returns from the XML file and use the data in it for filing the returns.
We resolved an issue where the product was unable to override the original file when uploading returns from a modified XML file. Now, we ensure that the uploaded file with the latest data takes precedence for filing the returns.
Customers are unable to decide what to do with the entities in the import file that already exist in the system.
OSU provides import options for the user to decide how the source file for the entities import must be processed.
Two import options are introduced – Skip for import, Update existing entities. Skip will be the default option. If changed by the user, then the entities existing in the system will be updated with the data in the file.

UI/UX Enhancements

Error messages
 displayed on the Tax Due Reports, Logs, Entity and Entity Configuration screens 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 an actionable guidance for the user to diagnose and solve the errors.
We enhanced
Entity Import
with additional import options so that if the import file has entities that already exist in the Workarea, then you can make informed decisions on whether to skip importing them or override existing entities.
We modified the
Import Process Dashboard
 by adding new metrics
Skipped
and
Updated
, which enables the dashboard to provide a more detailed summary of how entities in the source file are imported into the Compliance portal, based on the import option you select.
  • Key Benefits
    • Provide more flexibility to you while importing the entities from a file.
    • Dashboard metrics modified to provide more granular metrics based on the import options you choose.
We refined
page size options
 so that same page size is maintained on both journals and ledgers with the default page size of 200 records.
  • Key Benefits
     Consistent user experience with pagination on both journals and ledgers.

Entity configuration updates

We added
Due Day
 and
Submission Modes
 to every tax return registered in the
Entity Configuration
. These fields are available for import and export as well, users can export the return register and see the Due Day and Submission Modes value in the exported excel sheet. Any changes made to the Submission Mode value will be captured in the history log.
Key Benefits:
 Helps the users in knowing the due date for returns and what all the submission types applicable for each return.

E-filing updates

You can export the returns as an XML file, modify that file to rectify any errors in the returns, and then upload the latest returns from the modified file by overriding the original e-file, through the
E-File Process Dashboard
.
Key Benefits:
 Improves the user's ease of resolving the errors in returns before filing them.

Open issues

Alabama
Pelham's city return issued a revised form because the grocery tax rates did not change when the general sales and use rates changed in November 2023. The OneSpot option is not affected by this issue and the tax due calculated remains accurate. The revised City of Pelham Tax Report form will be included in a future release.
Madison County Sales, Use, and Rental Tax Return is calculating discounts above the $400 limit per section on returns with greater than $40,100 in tax due. Override the discount field on the return to $800 if the discount exceeds $800. This will be corrected in a future release.
Louisiana Locals
Ascension Parish return (single and multiple) page 1, lines 1 through 12 currently include the amounts from the columns on page 2 of the return in their totals. Lines 1 through 12 on page 2 currently include the amounts from the columns on page 1 in their totals. This will be corrected in a future release.

Closed issues

Arizona
The county accounting credit rate will now display the correct rate in the xml.
Florida
The Florida DR-15 will no longer incorrectly issue a diagnostic for the Commercial Rentals taxable amount being unequal to the taxable basis multiplied by the old 2.000% rate.
Louisiana Locals
The line 16 deduction amounts for Caddo and Tensas Parish will now be reported in the parish e-file in the correct format.
The discount rate for Vermilion Parish has been corrected for the Remote Sellers Return.
Tennessee
The Single Article Exemption for Hendersonville city has been corrected.
Virginia Locals
The meals tax rate for Lovettsville has been corrected.

This article applies to:

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