Official State of Rhode Island website

State of Rhode Island Division of Taxation Department of Revenue

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.

 

ATS testing will open on TBA for all MeF types.

 
FORMS REPRODUCTION REGULATION: View the regulation (280-RICR-20-40-1)
Registration and Contact information for tax forms.
  • 2025 Contact Information -
  • 2025 MeF Registration Form -
    • To be completed for ALL Tax types/series except for Withholding/Payroll
    • Please note the date of TBA is the suggested date for vendors to submit the LOI.  This is not a deadline for the LOI to be approved by the Division of Taxation.
  • 2025 Form Specifications Guide -
  • 2025 Payroll Provider LOI -
  • Withholding Requirements Document - Updated 12/26/2024
    • use the EFW2 format from this document to format your file.
      • this EFW2 format now requires inclusion of the RW record
    • NOTE: EFW2C format is to be used for filing amended and/or corrected W2 files.
    • W-3 file must be.xls or .xlsx
    • Portal screenshots added to document
  • State Approval Sheet to Accompany Form Submissions
Links will be activated as forms become available

 

2025 2D Barcode Specifications

  • 2025 1040 2D Barcode Specifications:  2D submissions for 1040 and 1040NR will be accepted starting TBA.
    • RI-1040 -
      • 2025 2D Resident Tests
    • RI-1040NR -   
      • 2025 2D Non-resident Tests
    • Use the 2D tests above for your ATS
  • 2025 Corporate 2D Barcode Specifications: 2D submissions for 1120C, 1120S, and 1065 will be accepted starting TBA.
    • RI-1120C -
      • 2025 RI-1120C Corporate Tests
        • Please include these schedules or something similar with your CGM test and be sure to include with MeF and paper filings.
    • RI-1120S -
      • 2025 RI-1120S Corporate Tests
    • RI-1065 -
      • 2025 RI-1065 Corporate Tests
    • Use the 2D Corporate tests for your ATS
  • 2025 RI-1041 ATS test -
  • 2025 2D Corporate tests to be used for 2D and MeF testing - RI-1120C - RI-1120S - RI-1065
  • 2025 RI-1040 2D tests to be used for 2D and MeF testing.
  • 2025 RI-1040NR 2D tests to be used for 2D and MeF testing.
  • Magnetic Media Specifications: see the Withholding Requirements Document - Updated 12/25/2024
  • 1D barcode specs: see the 2025 Form Specifications Guide 

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 are to be submitted as a PDF via email to Tax.VendorForms@tax.ri.gov.

  • Forms with a 2D barcode:
    • 1040 - Submit each test scenario provided - 2025 1040R Tests
    • 1040NR - Submit each test scenario provided - 2025 1040NR Tests
    • 1120C - Submit each test scenario provided - 2025 Corporate Tests and CGM Schedules
    • 1120S - Submit each test scenario provided - 2025 Corporate Tests.
    • 1065 - Submit each test scenario provided - 2025 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 TBA.

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
  • 2025 RI-6238 -
    • Grid version -
  • RI-2210A -
  • RI-2210 -
    • Grid version - only Farmer/Fisherman and Annualization check boxes will be data captured
  • RI-1310 -
  • 2025 Tax Rate and Worksheets -
  • 2025 Tax Tables -
  • Social security modification worksheet for Schedule M, line 1s -
  • 2026 RI-1040ES - 1D barcode is required -
  • 2025 RI-1040V - 1D barcode is required -
  • 2025 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 TBA.

  • 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 Combined Reporting Study template - Coming Soon
  • 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 TBA.

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

 

1040C 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 TBA.

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 -
  • 2026 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 TBA.

  • 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 - 4
  • 2025 RI Schedule PTE - MUST BE SUPPORTED
    • Grid version -
  • 2025 RI Schedule PTW - 1041 - MUST BE SUPPORTED
    • Grid version -
  • RI-8736 -
    • Grid version -
  • RI-1041V -
    • Grid version -
  • 2025 1041 Amended Supplement -
  • 2025 Fiduciary Tax Rate Schedule -
  • 2025 Schedule K-1 - MUST BE SUPPORTED
  • 2025 Schedule K-1 Instructions -
  • 2210 and 2210A - see "1040 Series" above
  • RI-1041 Instructions -
  • 2026 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 TBA.

  • 2025 1120C -
    • Grid version -
  • 2025 Schedule D -
    • Grid version -
  • 2025 1120C Instructions with Worksheets -
  • 2025 1120S -
    • Grid version -
  • 2025 1120S Instructions -
  • 2025 1065 -
  • Grid version -
  • 2025 1065 Instructions -
  • 2025 Q-Sub Schedule -
    • Grid version -
  • 2025 RI-1120F -
    • Grid version -
  • 2025 Schedule S -
    • Grid version -
  • 2025 RI-2220 -
    • Grid version - Only the Annualization of Income checkbox will be data captured
  • 2025 RI-1120POL -
    • Grid version -
  • 2025 CR-PT -
    • Grid version -
  • 2025 Schedule B-CR -
    • Grid version -
  • 2025 Schedule B-CR Instructions -
  • 2025 RI Schedule PTE - MUST BE SUPPORTED -
    • Grid version -
  • 2025 RI Schedule PTW - MUST BE SUPPORTED -
    • Grid version -
  • 2025 Schedule K-1 - MUST BE SUPPORTED -
  • 2025 Schedule K-1 Instructions -
  • 2025 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: 
Form RI-PTE has been DISCONTINUED for Tax Years beginning on or after January 1, 2024. Prior years forms are still active.  Effective for tax years beginning on or after January 1, 2024, there is RI Schedule PTE.

 

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 starting November 6, 2024.

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 November 20, 2024.

 

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 TBA.

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.

  • 2025 RI-2441 -
  • 2025 RI-2874 -
  • 2025 RI-3468 -
  • 2025 RI-5009 -
  • 2025 RI-6324 -
  • 2025 RI-7695E -
  • 2025 RI-8826 -
  • 2025 RI-9261 - 

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

 

Withholding: 

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 13, 2024.

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 20, 2024.

 

Contact Us

Forms, Credits & Incentives Section

Email:  Tax.VendorForms@tax.ri.gov