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Software Developers Information

This page is intended as a reference for software developers. Included for download are the specifications, regulations, forms, and layouts for Electronic filing, Magnetic Media, and 2D Barcoding.

 

*** Click here for a list of Rhode Island MeF limitations. -- Updated 04/07/2014

FORMS REPRODUCTION REGULATION: View the regulation (FR03-01)
Contact information for 2014 tax forms

Links will be activated as forms become available

  • 2014 MeF Business Schema Version 1.0  (zip file)
  • 2014 MeF 1040 Schema Version 0.2  (zip file)
  • 2014 PATS/ATS 1040
  • 2014 Business ATS
  • 2008 E-File Handbook (1345)
  • 2014 1040 2D Barcode Specifications    RI-1040   RI-1040NR
  • 2014 1120 2D Barcode Specifications    RI-1120C - RI-1120S
  • 2014 1065 2D Barcode Specifications    RI-1065
  • Magnetic Media Specifications - W-2 & 1099 filings
  • Forms Specification for OCR - This information should be used only for scan line specs and CAR line specs. You must refer to each individual form listed below for address, artwork and other pertinent updates.
    • You must submit 25 total vouchers when requesting scan line approval. If you are submitting quarterly estimated payment vouchers for the year, submit a total of 25, not 25 vouchers per quarter. Vouchers submitted for scan line approval must be coupon sized when submitted. Do not submit full sheet of papers.
      Please take note: Sending in full 8 1/2 x 11 sheets rather than coupon sized vouchers will delay the scan line approval and may result in the submissions being returned to the sender.
    • Vouchers may be submitted at any time during the year for scan line approval ONLY (not form approval).
  • 1D barcode specs - Updated 11/10/2014
    • Grid versions of forms are provided for data placement use only. You must refer to the final form for anything other than data placement.

Please note:

  • Effective with tax year 2015, vendors reproducing Rhode Island state tax forms must register with the Rhode Island Division of Taxation.
  • Vendors will not be able to submit forms for approval unless they are registered with the RI Division of Taxation.
  • The Rhode Island Division of Taxation will be reviewing and testing forms to ensure their successful processing.
  • The Rhode Island Division of Taxation will no longer be reviewing vendor forms for content. It will be the responsibility of the vendor to ensure the content of the form matches that of the final state form.
  • Draft versions can be submitted for approval prior to being posted as final. "SUBMISSION FOR APPROVAL NOW ALLOWED" will be noted next to each form once that form can be submitted for approval. DO NOT submit prior to that time. Submissions received prior to then will be disregarded.
  • Voucher forms with a scanline may be submitted for scanline approval prior to being posted as final.

SUBMISSION GUIDELINES - Forms, with the exception of voucher forms, may be submitted as a PDF via email.

  • Forms with a 2D barcode:
    • Use the same test scenarios as the MeF tests.
  • Forms with a 1D barcode:
    • 1040 series - submit 1 blank form (no data, but with vendor specific barcode) and 1 filled form
    • 1040C series - submit 1 blank form (no data, but with vendor specific barcode) and 1 filled form
    • 1041 series - submit 1 blank form (no data, but with vendor specific barcode) and 1 filled form
    • 1096 series - submit 1 blank form (no data, but with vendor specific barcode) and 1 filled form
    • 1120 series - submit 1 blank form (no data, but with vendor specific barcode) and 1 filled form
    • Business forms - submit 1 blank form (no data, but with vendor specific barcode) and 1 filled form
    • Compliance & Collections forms - submit 1 blank form (no data, but with vendor specific barcode) and 1 header-only filled form
    • Miscellaneous forms - submit 1 blank form (no data, but with vendor specific barcode) and 1 header-only filled form
  • All other forms:
    • Submit 1 blank form
  • Vouchers:
    • For vouchers with an OCR scanline: See above guidelines under "Forms Specification for OCR"
    • For vouchers with a 1D barcode - Use the grid version posted for each form. Submit 1 blank form and 1 filled form. You do not need to submit 25 samples of these vouchers.
  • White Mail Forms:
    • For forms identified as white mail, use the White Mail grid. Submit 1 blank form and 1 filled form. Limited information is being data captured from these forms.

DRAFT VERSIONS - Updated 08/29/2015

LINKS WILL BECOME ACTIVE AS FORMS ARE POSTED

Please disregard any versions posted or dated 08/08/2015. Refer to the current versions.

1040 Series:

 

 

 

  • 2015 RI-1040V - This form will continue to use an OCR scanline, and will not have a 1D barcode.
  • 2015 RI-4868 - This form will continue to use an OCR scanline, and will not have a 1D barcode.
  • 2016 RI-1040ES - These forms will continue to use an OCR scanline, and will not have a 1D barcode.
  • 2015 RI-1310
    • Grid version
  • 2015 RI-107 - white mail grid
  • 2015 K-1 and Instructions - There will be no grid version for the K-1. Form will be imaged only, no data capture.
  • 2015 1040X-R
    • Use grid positions of RI-1040 header information only
  • 2015 1040X-R Instructions
  • 2015 1040X-NR
    • Use grid positions of RI-1040NR header information only
  • 2015 1040X-NR Instructions

Bank Deposits, Bank Excise, Insurance, Publice Service and Surplus Lines Series

 

 

  • 2015 T-71 - Posted 08/29/2015
  • 2015 T-71 Instructions
  • 2015 T-71A - Posted 08/29/2015
    • Grid version
  • 2015 T-72 - Posted 08/29/2015
    • Grid version
  • 2015 T-74 - Posted 08/29/2015
    • Grid version
  • 2015 T-74 Instructions
  • 2015 T-86 - Posted 08/29/2015
    • Grid version
  • 2015 Schedule B-CR and Instructions
    • Grid version

1040C Series

  • RI-1040C-NE - Not year specific
  • 2015 RI-1040C
    • Grid version
  • 2015 2210C
    • Grid version
  • 2015 4868C
    • Grid version
  • 2015 1040C-V
    • Grid version
  • 2016 1040C-ES
    • Grid version
  • 2015 RI-1040C Instructions

1041 Series

  • 2015 RI-1041
    • Grid version
  • 2016 RI-1041ES
  • 2015 RI-1041MU
    • Grid version
  • 2015 RI-1041 Schedule CR
    • Grid version
  • 2015 RI-1041 Schedule M
    • Grid version
  • 2015 RI-1041 Schedule W
    • Grid version
  • 2015 RI-8736
    • Use same grid positions as 4868C or 4868PT
  • 2015 RI-1041 Instructions
  • 2015 Fiduciary Tax Rate Schedule

1096PT Series

  • 2015 RI-1096PT
    • Grid version
  • 2015 4868PT
    • Grid version
  • 2015 1096V
    • Grid version
  • 2016 1096PT-ES
    • Grid version
  • 2015 1096PT Instructions
  • 2015 2210PT
    • Grid version
  • 2015 1099PT - will not contain a 1D barcode

Corporate Series

  • 2015 General Instructions
  • 2015 RI-1120C
  • 2015 RI-1120C Instructions
  • 2015 RI-1120S
  • 2015 RI-1120S Instructions
  • 2015 RI-1065
  • 2015 RI-1065 Instructions
  • 2015 RI-1120V
  • 2015 RI-1065V
  • 2015 7004
  • RI-1120ES
  • 2015 RI-1120F
  • 2015 Schedule S
  • 2015 RI-2220
  • 2015 RI-1120POL
    • Grid version
  • 1120X
  • 1120X Instructions

Credit Forms

  • 2015 RI-2949
  • 2015 RI-2441
  • 2015 RI-2874
  • 2015 RI-3468
  • 2015 RI-6238
    • Use grid positions of RI-1040 header information only
  • 2015 RI-6324
  • 2015 RI-7695E
  • 2015 RI-8826
  • 2015 RI-9261

Estate Tax Forms

  • Form 100A
  • Form 100A Instructions
  • Form 100 Instructions
  • Form 100
  • Form RI-4768

Withholding

  • 2015 W-3
  • 2016 W-4
  • 2016 Withholding Booklet