Software Developers 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 (280-RICR-20-40-1) Registration and Contact information for tax forms. 2021 Contact Information - Posted 11/01/2021 2021 MeF Registration Form - Posted 09/20/2021 2021 Registration Package for Paper Forms - 2D, OCR and non-2D - Posted 09/20/2021 2021 Form Specifications - Updated 10/27/2021 - Updated to correct WTM 1D barcode State Approval Sheet to Accompany Form Submissions Links will be activated as forms become available 2021 2D Barcode Specifications 2021 1040 2D Barcode Specifications: 2D submissions for 1040 and 1040NR will be accepted starting 11/08/2021. RI-1040 - Posted 09/22/2021 2021 2D Resident Tests RI-1040NR - Updated 09/22/2021 2021 2D Non-resident Tests Use the 2D tests above for your ATS 2021 Corporate 2D Barcode Specifications: 2D submissions for 1120C, 1120S, and 1065 will be accepted starting 11/08/2021. RI-1120C - Updated 11/19/2021 - additional lines added to layout Please include these schedules or something similar with your CGM test and be sure to include with MeF and paper filings. RI-1120S RI-1065 2021 2D Corporate Tests - Update 12/23/2021 - Test 2 - 1120S has been updated. Paper filers do not need to resubmit tests if already approved. Use the 2D Corporate tests for your ATS 2021 RI-1041 ATS test - Posted 10/28/2021 2021 2D Corporate tests be used for 2D and MeF testing. 2021 RI-1040 2D tests to be used for 2D and MeF testing. 2021 RI-1040NR 2D tests to be used for 2D and MeF testing. 2D tests must be sent to Tax.VendorForms@tax.ri.gov MeF test submission IDs must be sent to Kathy.ODonnell@DoIT.ri.gov Magnetic Media Specifications: W-2 filings 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. 1D barcode specs - Posted 09/20/2021 Please note: Vendors reproducing Rhode Island state tax forms must register with the Rhode Island Division of Taxation. Download 2021 Registration Package - Updated 09/20/2021 Vendors will not be able to submit forms for approval unless they are registered with the Rhode Island 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 Rhode Island form. Draft versions can be submitted for approval prior to being posted as final. "READY FOR TESTING " 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 may be submitted as a PDF via email to Tax.VendorForms@tax.ri.gov. Forms with a 2D barcode: 1040 - Submit each test scenario provided - 2021 1040R Tests 1040NR - Submit each test scenario provided - 2021 1040NR Tests 1120C - Submit each test scenario provided - 2021 Corporate Tests and CGM Schedules 1120S - Submit each test scenario provided - 2021 Corporate Tests - Test 2 was updated on 12/23/2021. Paper filers do not need to resubmit if already approved. 1065 - Submit each test scenario provided - 2021 Corporate Tests Forms with a 1D barcode: 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 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; must include Credit Chart 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, decimal points 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 - If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval on TBD. The forms in this section have an Account Identification Number field. Updated versions will be posted as they become available. STM MTM PWTM HOM STQ MTQ PWTQ HTDM-W Section 2 - When forms are marked that they can be submitted for approval, submit a completely filled form and forms with sample test data (if applicable). Otherwise, submit 2 tests with your own 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. PLEASE NOTE THAT A FORM IS CONSIDERED A DRAFT IF DRAFT IS POSTED NEXT TO THE FORM NAME WITH THE DRAFT POSTED DATE. THIS IS TRUE EVEN IF THE DRAFT WATERMARK IS NOT ON THE RETURN. 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. If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval on November 8, 2021. 1040 Series: Updated 12/24/2021 RI-1040 - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 Test versions - Posted 10/18/2021 RI-1040 Resident Instructions - Final updated and posted 12/24/2021 RI-1040H - Final Posted 12/24/2021 Grid version - Updated 12/03/2021 RI-1040MU - Final Posted 12/24/2021 Grid version - Posted 09/20/2021 RI-1040NR - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 Test versions - Posted 10/18/2021 RI-1040NR Instructions - Final updated and posted 12/24/2021 RI-1040NR Schedule II - Final updated and posted 12/24/2021 Grid version - Posted 09/20/2021 RI-1040NR Schedule III - Final updated and posted 12/24/2021 Grid version - Posted 09/20/2021 RI-1040NR-MU - Final Posted 12/24/2021 Grid version - Posted 09/20/2021 Schedule CR - Final Posted 12/24/2021 Grid version - Posted 09/20/2021 Schedule E - Posted as part of the 1040 and 1040NR Schedule M - Final Posted 09/20/2021 Grid version - Posted 09/20/2021 Schedule U - Final Posted 09/22/2021 Grid version - Posted 09/22/2021 Schedule W - Posted as part of the 1040 and 1040NR 2021 RI-6238 - Final Posted 12/24/2021 Grid version - Updated 10/14/2021 RI-2210A - Final Posted 12/24/2021 RI-2210 - Final Posted 12/24/2021 Grid version - Updated 10/07/2021 - only Farmer/Fisherman and Annualization check boxes will be data captured RI-1310 - Final Posted 12/24/2021 Grid version - Updated 10/04/2021 2021 Tax Rate and Worksheets - Posted 09/22/2021 2021 Tax Tables - Posted 12/24/2021 - correction to $66,950 - $67,000 amount Social security modification worksheet for Schedule M, line 1t - Final posted 01/05/2021 2022 RI-1040ES - 1D barcode is required - Final Posted 12/24/2021 - change to mailing address, OCR scanline no longer required 2021 RI-1040V - 1D barcode is required - Final Posted 12/24/2021 - change to mailing address, OCR scanline no longer required 2021 RI-4868 - 1D barcode is required - Final Posted 12/24/2021 - change to mailing address, OCR scanline no longer required Supplement to Amended Individual Income Tax Returns - Final Posted 12/24/2021 No data will be captured off this page, so there will not be a grid version. Instructions for Supplement to Amended Individual Income Tax Returns - Final Posted 12/24/2021 Form IND-HEALTH - Final Posted 12/024/2021 Grid version - Updated 10/07/2021 Shared Responsibility Worksheet - Individual Mandate Penalty Calculation - Final Posted 12/24/2021 IND-HEALTH and Shared Responsibility Worksheet Instructions - Final Posted 12/24/2021 Health Insurance Mandate: Reporting Requirements - FAQs - Dated 11/05/2020 Individual Mandate Flat File Reporting Information - Posted 12/07/2020 Flat file instructions CSV Template XLS Template Health Insurance Mandate: Regulation Public Hearing - Summary of Comments and Responses - Posted 12/31/2020 Taxpayer Portal Link for Health Insurance Mandate Reporting Bank Deposits, Bank Excise, Insurance, Public Service and Surplus Lines Series : If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 1, 2021. T-71 - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 T-71 Instructions - Final Posted 12/24/2021 T-71A - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 T-71SP - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 T-72 - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 T-74 - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 T-74 Instructions - Final Posted 12/24/2021 T-86 - Final Posted 12/24/2021 Grid version - Updated 10/08/2021 Schedule B-CR - See below in "Corporate Series" BUS Series: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 1, 2021. Note: the barcode ID numbers for these forms have not changed. BUS-EST Grid version BUS-EXT Grid version BUS-V Grid version 1040C Series: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 1, 2021. Note that barcode IDs on the coupons - 1040C-V, 4868C and 1040C-ES did not roll forward - they are the same as last year RI-1040C - Final Posted 12/24/2021 Grid version - Posted 09/22/2021 2210C - Final Posted 12/24/2021 Grid version - Only Annualization check box will be data captured - posted 10/07/2021 4868C - Final Posted 12/24/2021 Grid version - Posted 09/22/2021 1040C-V - Final Posted 12/24/2021 Grid version - Posted 09/22/2021 2022 1040C-ES - Final Posted 12/24/2021 Grid version - Posted 09/22/2021 RI-1040C Instructions - Final Posted 12/24/2021 RI-1040C-NE - Posted 10/07/2021 1041 Series: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 8, 2021. RI-1041 - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 RI-1041MU - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 RI-1041 Schedule CR - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 RI-1041 Schedule M - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 RI-1041 Schedule W - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 RI-8736 - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 RI-1041V - Final Posted 12/24/2021 Grid version - Posted 09/24/2021 2021 1041 Amended Supplement - Final Posted 10/24/2021 2021 1041 Amended Supplement Instructions - Final Posted 12/24/2021 2021 Fiduciary Tax Rate Schedule - Final Posted 12/24/2021 2210 and 2210A - see "1040 Series" above RI-1041 Instructions - Final Posted 12/24/2021 2022 RI-1041ES - Final Posted 12/24/2021 Grid version - Updated 10/07/2021 1096PT Series: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 1, 2021. Note that barcode IDs on the coupons - 1096V, 4868PT and PT-ES did not roll forward - they are the same as last year 2021 RI-1096PT - Final Posted 12/24/2021 Grid version - Posted 09/22/2021 2021 4868PT - Final Posted 12/24/2021 Grid version - Posted 09/22/2021 2021 1096V - Final Posted 12/24/2021 Grid version - Posted 10/06/2021 2022 1096PT-ES - Final Posted 12/024/2021 Grid version - Posted 10/07/2021 2021 1096PT Instructions - Final Posted 12/024/2021 2021 2210PT - Final Posted 12/24/2021 Grid version - only Annualization check box will be data captured - posted 10/07/2021 2021 1099PT - Will not contain a 1D barcode - Final Posted 12/24/2021 Corporate Series: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval on November 8, 2021. 2021 1120C - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 1120C Instructions - Final Posted 12/24/2021 Credit Worksheets - Posted 10/29/2021 2021 1120S - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 1120S Instructions - Final Posted 12/24/2021 2021 1065 - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 1065 Instructions - Final Posted 12/24/2021 2021 Q-Sub Schedule - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 RI-1120F - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 Schedule S - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 RI-2220 - Only the Annualization of Income checkbox will be data captured - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 RI-1120POL - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 CR-PT - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 Schedule B-CR - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 Schedule B-CR Instructions - Final Posted 12/24/2021 2021 Schedule K-1 - Final Posted 12/24/2021 2021 Schedule K-1 Instructions - Final Posted 12/24/2021 2021 - CGM Schedule - Final Posted 12/24/2021 Grid version - Posted 09/23/2021 2021 RI-7004 - Barcode is required - Final Posted 12/24/2021 - OCR scanline no longer required RI-1120ES - Barcode is required - Final Posted 12/24/2021- OCR scanline no longer required 2021 RI-1120V - Barcode is required - Final Posted 12/24/2021 - change to mailing address, OCR scanline no longer required 2021 RI-1065V - Barcode is required - Final Posted 12/24/2021 - change to mailing address, OCR scanline no longer required General Instructions - Final Posted 12/24/2021 RI-1065PA - Partnership Adjustment - Federal Imputed Assessment - Posted 04/08/2021 Grid version - Posted 04/08/2021 RI-1065PA - Partnership Adjustment - Federal Imputed Assessment - Instructions - Posted 04/08/2021 Pass-through Entity Election Tax : If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval on November 8, 2021. 2021 RI-PTE with Instructions - Final posted 01/04/2022; additional guidance in instructions Grid Version - Posted 10/27/2021 2021 RI-1099E - Final Posted 12/28/2021 Sales Tax Annual Reconciliation Forms : If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval on November 1, 2021. 2021 T-204R Annual Reconciliation for Sellers of Tangible Personal Property - Final posted 12/24/2021 Grid Version - Posted 09/24/2021 2021 T-204A Annual Reconciliation for Class A Package and Liquor Stores - Final posted 12/24/2021 Grid Version - Posted 09/24/2021 2021 T-204W Annual Reconciliation for Writers, Composers and Artists - Final posted 12/24/2021 Grid Version - Posted 09/24/2021 Credit Forms: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 1, 2021. 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. 2021 RI-2441 - Final Posted 12/28/2021 2021 RI-2874 - Final Posted 12/28/2021 2021 RI-2949 - Final Posted 12/28/2021 2021 RI-3468 - Final Posted 12/28/2021 2021 RI-5009 - Final Posted 12/28/2021 2021 RI-6324 - Final Posted 12/28/2021 2021 RI-7695E - Final Posted 12/28/2021 2021 RI-8826 - Final Posted 12/28/2021 2021 RI-9261 - Final Posted 12/28/2021 RI-107 Final Posted 12/28/2021 - Image only - no data will be captured off this form Withholding: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this Series for approval on November 1, 2021. ATTENTION VENDORS - THE DOLLAR AMOUNTS ON THE WTM, RI-941 AND RI W-3 ARE TO BE EXACT DOLLAR AMOUNTS. THESE AMOUNTS ARE NOT TO BE ROUNDED. 2021 W-3 - Final posted 12/24/2021 Grid Version - Posted 10/13/2021 Note - starting with calendar year 2020, there is no longer a coupon sized W-3 form. Vendors must support the full-page W-3. 2022 Withholding Tax Tables Booklet including the 2022 RI W-4 - Final posted 12/22/2021 - update to page 8 and 18 Form WTM/941M - Final posted 12/24/2021 - change to mailing address, OCR scanline no longer required WTM payers may be required to file and pay electronically If the average monthly withholding of the prior calendar year is $200 or more, monthly payer is required to file and pay electronically If less than $200, monthly payer is not required to file and pay electronically Form RI-941 for all quarter end months - March, June, September and December Form RI-941 will be used by quarterly payers for the quarterly filing Form RI-941 will be used for all filers as a quarterly reconciliation Form RI-941 - Final posted 12/24/2021 Grid version - Updated 10/09/2020 Instructions - Updated 02/26/2020 Payment calendar - Posted 10/13/2021 Layout for RI-941 Bulk Upload Layout must begin with the Federal employer identification number in Column A Instructions for RI-941 Bulk Upload - Updated on 04/03/2020 FAQs on Withholding Tax Changes - 03/03/2020 Estate: If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval on November 8, 2021. RI-706: Date of death on or after 01/01/2015 - Final updated 01/04/2022 - change to page 2, Part 4 language Grid version - posted 11/05/2021 Note: This form is not to be used until on or after January 1st, 2022 This form will replace Forms RI-100A and RI-100 for all filings on or after January 1st, 2022 for "Dates of death on or after 01/01/2015" Rhode Island Credit Chart - Has been updated and is included with the RI-706 form above RI-706 Instructions - Posted 12/23/2021 RI-4768 - Posted 10/29/2021 Grid version - Posted 10/29/2021 ESTATE-V - Posted 10/29/2021 Grid version - Posted 10/29/2021 IT-95 - Posted 11/23/2020 Grid version - Posted 11/23/2020 T-77 - Update posted 11/25/2020 adding revision date Grid version - Posted 11/23/2020 T-79 - Updated 12/17/2021 - Language update to line 1 Grid version - Posted 11/23/2020 RI-100A: Date of death between 01/01/2002 and 12/31/2014 - Update posted 12/07/2020 Grid version to be used for both versions of the 100A - Only pages 1, 2 and 4 will be data captured - Posted 11/23/2020 RI-100: Date of death between 01/01/1992 and 12/31/2001 - Updated 12/17/2020 Should have language on pg 1 about all information being required and on pg 2 about the $50 fee Grid version - Posted 11/23/2020 RI-100: Date of death on or after 01/01/2002 - Posted 12/17/2020 Should have language on pg 1 about all information being required and on pg 2 about the $50 fee Grid version - Posted 12/17/2020 Contact Us Forms, Credits & Incentives Section Email: Tax.VendorForms@tax.ri.gov