Income tax information for software developers
Software developer personal income tax (PIT) 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 in to receive program approval. To receive software approval, a Software Developer must test each form it supports electronically as Modernized e-Filing (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 Personal Income Tax E-file Software) and paper print reproduction (Form TR-376-IT, Letter of Intent to Develop Substitute Income Tax Forms). 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 Personal Income Tax MeF and paper print reproduction; Publication 95, New York State Modernized e-file (MeF) Guide for Software Developers and Publication 75, New York State Reproduction of Income Tax Forms: A Guide for Software Developers for Tax Year 2020. New York State Tax Department expects Software Developers to follow these testing guidelines.