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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 - Posted 08/26/2016

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

Links will be activated as forms become available

2016 MeF Registration Form - Posted 08/26/2016

  • 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
  • 2016 Corporate 2D Barcode Specifications   
    • RI-1120C
    • RI-1120S
    • RI-1065
  • Magnetic Media Specifications - W-2 & 1099 filings
  • 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 DOES NOT need to be submitted for approval.

  • 1040C-NE
  • 1099PT

Section 2 - The forms in this section have not changed from the previous year, but MUST be submitted for approval. These forms 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

The forms in this section contain an OCR scan line. Forms 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.

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.

Section 4 - Updated 08/29/2016 - 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:

Bank Deposits, Bank Excise, Insurance, Public Service and Surplus Lines Series :

Corporate Series:

Estate: Updated 08/13/2016