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 Monday, November 25, 2024 for all MeF types.

 
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

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 - 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. 
    • 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 November 13, 2024.

1040 Series: 

 

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 November 6, 2024.

 

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 November 6, 2024.

 

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 November 6, 2024.

Note that barcode IDs on the coupons - 1040C-V, 4868C and 1040C-ES did not roll forward - they are the same as last year

 

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 20, 2024.

 

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 November 13, 2024.

 

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.

  • T-204R Annual Reconciliation for Sellers of Tangible Personal Property - DISCONTINUED for Tax Year 2023, prior versions still exist.
  • 2024 T-204A Annual Reconciliation for Class A Package and Liquor Stores -
  • 2024 T-204W Annual Reconciliation for Writers, Composers and Artists - 
  • ST Payment Due Date Calendar - Draft posted 11/01/2024

 

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 November 13, 2024.

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.

  • 2024 RI-2441 - Final posted 1/5/2024 - No changes from prior year
  • 2024 RI-2874 - Final posted 1/5/2024 - No changes from prior year
  • 2024 RI-3468 - Final posted 1/5/2024 - No changes from prior year
  • 2024 RI-5009 - Final posted 1/5/2024 - No changes from prior year
  • 2024 RI-6324 - Final posted 1/5/2024 - No changes from prior year
  • 2024 RI-7695E - Draft Posted 11/1/2024
  • 2024 RI-8826 - Final posted 1/5/2024 - No changes from prior year
  • 2024 RI-9261 - Final posted 1/5/2024 - No changes from prior year

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