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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 2016 tax forms
2016 Registration Package - Updated 09/07/2016 - Resubmit only if you are supporting any of the Pass-through & Composite forms.

2016 Rhode Island Forms Specs - Posted 08/26/2016

Links will be activated as forms become available

2016 MeF Registration Form - Updated 09/07/2016

  • 2016 MeF Business Schema Version 0.06  (zip file)
  • 2016 PATS/ATS 1040
  • 2016 Business ATS
  • 2016 1040 2D Barcode Specifications    RI-1040   RI-1040NR - Posted 09/22/2016
  • 2016 Corporate 2D Barcode Specifications   
    • RI-1120C
    • RI-1120S
    • RI-1065
  • Magnetic Media Specifications:
  • Forms Specification for OCR - Updated August 2016 - 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.
  • 1D barcode specs - Updated August 2016
    • 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:

  • 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.
  • If it is noted that only particular sections of a form are being data captured, then those sections are the only ones on the form being tested. Otherwise, assume the entire form is being tested.

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 2 forms with sample data and 1 form with every field filled in
    • 1040C series - submit 2 forms with sample data and 1 form with every field filled in
    • 1041 series - submit 2 forms with sample data and 1 form with every field filled in
    • 1096 series - submit 2 forms with sample data and 1 form with every field filled in
    • 1120 series - submit 2 forms with sample data and 1 form with every field filled in
    • Business forms - submit 2 forms with sample data and 1 form with every field filled in
    • Estate forms - submit 2 forms with sample data and 1 form with every field filled in
  • Forms with a 1D barcode should be formatted as shown on the grid version of the form:
      • Courier New - 12 pt
      • Dollar amounts should not contain any dollar signs, commas or cent signs
      • Dollar amounts must include amounts in the cents columns
      • Negative amounts should use minus signs not parentheses or brackets
      • Use all capital letters for text fields
  • 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. 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.

LINKS WILL BECOME ACTIVE AS FORMS ARE POSTED

Section 1 - The forms in this section DO NOT need to be submitted for approval.

  • 1040C-NE
  • 1099PT - Draft posted 09/15/2016

Section 2 - Field placement has not changed on the forms in this section, but there has been some minor language and appearance changes. These forms MUST be submitted for approval. They may be submitted for approval once links are active AND you have received notice from the Division of Taxation that you are registered and able to submit forms for approval for the current tax year.

Note: The barcode ID numbers for these forms have not changed.

Section 3 - OCR forms may be submitted at any time upon confirmation of your registration

The forms in this section contain an OCR scan line and, with the exception of the year in the OCR line, have not changed from the prior year. Forms may be submitted for approval once you have received notice from the Division of Taxation that you are registered and able to submit forms for approval for the current tax year.

STM
MTM
PWTM
HOM
WTD
WTM
W3
1120V
7004
1040ES
STQ
MTQ
PWTQ
HTDM-W
WTQM
WTQ
1120ES
4868
1040V

 

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.

OCR voucher specs

Section 4 - Updated 12/07/2016 - When forms are marked that they can be submitted for approval, submit a completely filled form and 2 forms with sample data. Your form submissions MUST be formatted in the same manner as forms generated out of your software package.

The forms in this section must be submitted for approval. Draft versions can be submitted for approval prior to being posted as final if you have received notice from the Division of Taxation that you are registered and able to submit forms for approval for the current tax year.

If available, the 2D version of a form must be supported. 2D versions will be provided for RI-1040, RI-1040NR, RI-1120C, RI-1120S and RI-1065.

1040 Series: These forms may be submitted at any time upon confirmation of your registration

Bank Deposits, Bank Excise, Insurance, Public Service and Surplus Lines Series : These forms may be submitted at any time upon confirmation of your registration

1040C Series: These forms may be submitted at any time upon confirmation of your registration

Note that barcode IDs on the coupons - C-V, 4868C and C-ES did not roll forward - they are the same as last year

1041 Series:

1096PT Series: These forms may be submitted at any time upon confirmation of your registration

Note that barcode IDs on the coupons - 1096V, 4868PT and PT-ES did not roll forward - they are the same as last year

Corporate Series: These forms may be submitted at any time upon confirmation of your registration

Credit Forms: These forms may be submitted at any time upon confirmation of your registration

With the exception of the RI-6238, information will not be data captured from the credit forms. The forms will be tested to make sure the barcode is correct.

Withholding:

  • 2016 W-3 - Updated 10/31/2016 - Continue to use the OCR coupon sized version of the W3

Estate: Updated 12/03/2016 These forms CAN be submitted for approval once you have received Registration Confirmation.