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Department of Taxation and Finance

Fiduciary income tax information for software developers

Software developer fiduciary income tax forms development testing overview

Welcome!  New York State Tax Department encourages Software Developers to provide software in support of filing New York State tax returns. Electronic and paper print reproduction form testing is not mutually exclusive, but rather a testing mandate that each Software Developer must participate to receive program approval. To receive software approval, a Software Developer must test each form it supports electronically as Modernized e-File (MeF) and paper print reproduction (1D and 2D barcode) processing. A Letter of Intent (LOI) is required for both MeF (Letter of Intent to Develop MeF Fiduciary Income Tax E-file Software) and 1D/2D barcode (Letter of Intent to Develop Substitute Personal Income Tax Forms) testing. The LOIs facilitate accurate Software Developer contact representation, communicates the necessary approvals throughout the testing process, and safeguards that production issues are immediately corrected.

New York State Tax Department Publications provide comprehensive form testing compliance guidelines for Fiduciary MeF and paper print reproduction; Publication 95, New York State Modernized e-file (MeF) Guide for Software Developers and Publication 75, Specifications for Reproduction of New York State Scannable and Non-scannable Income Tax Forms and 2D Barcodes.  New York State Tax Department expects Software Developers to follow these testing guidelines.

 

Modernized Electronic Filing (MeF)

 

Email testing inquiries to:

 Fiduciary MeF

 

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