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.

 

FORMS REPRODUCTION REGULATION: View the regulation (280-RICR-20-40-1)
Registration and Contact information for tax forms.
Links will be activated as forms become available

2024 2D Barcode Specifications

  • 2024 1040 2D Barcode Specifications:  2D submissions for 1040 and 1040NR will be accepted starting TBD.
    • RI-1040 - 
      • 2024 2D Resident Tests 
    • RI-1040NR -   
      • 2024 2D Non-resident Tests  
    • Use the 2D tests above for your ATS
  • 2024 Corporate 2D Barcode Specifications: 2D submissions for 1120C, 1120S, and 1065 will be accepted starting TBD.
    • RI-1120C - 
      • 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 -  
    • 2024 2D Corporate Tests -   
    • Use the 2D Corporate tests for your ATS
  • 2024 RI-1041 ATS test - 
  • 2024 2D Corporate tests to be used for 2D and MeF testing.
  • 2024 RI-1040 2D tests to be used for 2D and MeF testing.
  • 2024 RI-1040NR 2D tests to be used for 2D and MeF testing.
  • Magnetic Media Specifications:
    • W-2 filings
    • 1099 filings
  • 1D barcode specs -  

Please note:

  • Vendors reproducing Rhode Island state tax forms must register with the Rhode Island Division of Taxation.
    • See Above
  • 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.
  • 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 - 2024 1040R Tests
    • 1040NR - Submit each test scenario provided - 2024 1040NR Tests
    • 1120C - Submit each test scenario provided - 2024 Corporate Tests and CGM Schedules
    • 1120S - Submit each test scenario provided - 2024 Corporate Tests. 
      • Paper filers do not need to resubmit if already approved.
    • 1065 - Submit each test scenario provided - 2024 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
    • 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 a 1D barcode - Use the grid version posted for each form.
    • submit 5 samples of these vouchers using calendar and fiscal year end dates (if applicable).
  • 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.

MTM, MTQ, PWM, PWQ, HOM, HTDW

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 TBD.

1040 Series: 

  • RI-1040 -  
    • Grid version - 
  • RI-1040 Resident Instructions - 
  • RI-1040H - 
    • Grid version - 
  • RI-1040MU - 
    • Grid version - 
  • RI-1040NR -  
    • Grid version -  
  • RI-1040NR Instructions - 
  • RI-1040NR Schedule II -  
    • Grid version -  
  • RI-1040NR Schedule III -  
    • Grid version - 
  • RI-1040NR-MU -    
    • Grid version - 
  • Schedule CR -   
    • Grid version - 
  • Schedule E - See 1040/1040NR
  • Schedule M -    
    • Grid version -  
  • Schedule U - 
    • Grid version - 
  • Schedule W - See 1040/1040NR
  • 2024 RI-6238 - 
    • Grid version -  
  • RI-2210A - 
  • RI-2210 -  
    • Grid version -  - only Farmer/Fisherman and Annualization check boxes will be data captured
  • RI-1310 - 
    • Grid version - 
  • 2024 Tax Rate and Worksheets - 
  • 2024 Tax Tables - 
  • Social security modification worksheet for Schedule M, line 1s - 
  • 2025 RI-1040ES - 1D barcode is required -  
  • 2024 RI-1040V - 1D barcode is required - 
  • 2024 RI-4868 - 1D barcode is required - 
  • Supplement to Amended Individual Income Tax Returns - 
    • No data will be captured off this page, so there will not be a grid version.
  • Form IND-HEALTH -   
    • Grid version - 
  • Shared Responsibility Worksheet - Individual Mandate Penalty Calculation - 
  • IND-HEALTH and Shared Responsibility Worksheet Instructions - 
  • Health Insurance Mandate: Reporting Requirements - FAQs - Dated 11/05/2020 
  • Individual Mandate Flat File Reporting Information - Posted 12/07/2020
  • 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 :

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

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.

  • T-71 -  
    • Grid version - 
  • T-71 Instructions - 
  • T-71A -   
    • Grid version - 
  • T-71SP - 
    • Grid version - 
  • T-72 -  
    • Grid version - 
  • T-74 - 
    • Grid version - 
  • T-74 Instructions - 
  • T-86 -  
    • Grid version - 
  • General Instructions - 
  • Schedule B-CR - See below in "Corporate Series"

 

BUS Series:

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

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.

  • BUS-EST -  
    • Grid version - 
  • BUS-EXT -   
    • Grid version - 
  • BUS-V - 
    • Grid version - 

 

1040C Series: Updated 12/18/2023

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

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.

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 - 
    • Grid version -   
  • 2210C - 
    • Grid version - Only Annualization check box will be data captured.
  • 4868C - 
    • Grid version - 
  • 1040C-V - 
    • Grid version - 
  • 2024 1040C-ES -  
    • Grid version - 
  • RI-1040C Instructions -  
  • RI-1040C-NE - 

 

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 TBD.

  • RI-1041 -  
    • Grid version - 
  • RI-1041MU - 
    • Grid version - 
  • RI-1041 Schedule CR - 
    • Grid version - 
  • RI-1041 Schedule M - 
    • Grid version - 
  • RI-1041 Schedule W - 
    • Grid version - 
  • 2024 RI Schedule PTW - 1041 - MUST BE SUPPORTED - 
  • Grid version - 
  • RI-8736 - 
    • Grid version - 
  • RI-1041V - 
    • Grid version - 
  • 2024 1041 Amended Supplement - 
  • 2024 Fiduciary Tax Rate Schedule - 
  • 2024 Schedule K-1 - MUST BE SUPPORTED - 
  • 2024 Schedule K-1 Instructions - 
  • 2210 and 2210A - see "1040 Series" above
  • RI-1041 Instructions - 
  • 2025 RI-1041ES - 
    • Grid version - 

 

1096PT Series:  DISCONTINUED for Tax Years beginning on or after January 1, 2023. Prior years forms are still active

 

Corporate Series:

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

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.

  • 2024 1120C - 
    • Grid version - 
  • 2024 1120C Instructions with Worksheets - 
  • 2024 1120S -  
    • Grid version - 
  • 2024 1120S Instructions - 
  • 2024 1065 -  
    • Grid version - 
  • 2024 1065 Instructions -  
  • 2024 Q-Sub Schedule -  
    • Grid version - 
  • 2024 RI-1120F - 
    • Grid version - 
  • 2024 Schedule S -  
    • Grid version -  
  • 2024 RI-2220 - 
    • Grid version - Only the Annualization of Income checkbox will be data captured
  • 2024 RI-1120POL - 
    • Grid version -  
  • 2024 CR-PT - 
    • Grid version - 
  • 2024 Schedule B-CR - 
    • Grid version - 
  • 2024 Schedule B-CR Instructions - 
  • 2024 RI Schedule PTW - MUST BE SUPPORTED - 
    • Grid version - Posted 09/27/2023
  • 2024 Schedule K-1 - MUST BE SUPPORTED -
  • 2024 Schedule K-1 Instructions - 
  • 2024 - CGM Schedule -   
    • Grid version - 
  • General Instructions -  
  • RI-1065PA - Partnership Adjustment - Federal Imputed Assessment - Posted 04/08/2021 
  • RI-1065PA - Partnership Adjustment - Federal Imputed Assessment - Instructions - Posted 04/08/2021

 

Pass-through Entity Election Tax: DISCONTINUED for Tax Years beginning on or after January 1, 2024. Prior years forms are still active

 

Sales Tax Form: 

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

If you have received confirmation that your registration has been processed and accepted, you may start submitting your forms under this series for approval.

Sales Tax Annual Reconciliation Forms:

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

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 Wednesday November 6th, 2023.

 

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 December 5, 2023.

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.

RI-107 - Image only - no data will be captured off this form

 

Withholding: Updated 12/19/2023

The RI Division of Taxation has an electronic mandate that requires Larger Business Registrants use electronic means to file returns and remit taxes beginning on January 1, 2023.  Taxpayers may be subject to a penalty if they fail to file returns and/or remit payments via electronic means.

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 6, 2023.

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.

 

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 17, 2023.

 

Contact Us

Forms, Credits & Incentives Section

Email:  Tax.VendorForms@tax.ri.gov