Wisconsin will be supporting Forms Based schemas only for Corporation and Partnership returns for Tax Year 2016. Category based schemas have been discontinued for TY 2010 and after.
Software Developers Guide
- New reject codes:
- F4-055 – Schedule 4V must be included
- F4-060 – Schedule FC-A must be included
- FPW1-011 – Form PW-U is required when the Annualized check box is true
- F3-090 – Schedule DE is required when line H check box is checked
- F5S-060 – The number of partners/shareholders claimed does not match the number of K-1's included in the file
- F5S-090 – Gross Receipts are required for this return
- F6-116 – Schedule BD must be included in the XML submission
- F6-118 – Schedule FC-A must be included in the XML submission
- FPW1-012 – Line 3 does not equal the sum of Part 1A tiered entities Total Amount withheld
- Deleted Reject Codes:
- New Schedule - Schedule BD - Business Development Credit
- Wisconsin will require a complete Wisconsin Letter of Intent from each software vendor prior to participation in electronic filing. All schemas and test scenarios will be posted on the FTA State Exchange System. Please contact
DORDeveloperRelations@wisconsin.gov for information on participation. List MeF Participation in the subject line.
- Wisconsin will implement a March 1 testing deadline. We will continue to work with vendors that are in the process of obtaining form approval, but will not review any submissions for forms that vendors have not been actively testing.
- Adhere to all federal and state procedures, requirements and specifications. These requirements are specified in IRS Publication 4164, Modernized e-File Guide for Software Developers and Transmitters and in the Wisconsin MeF Software Vendor Operating Agreement.
- Successfully complete all testing.
- Be developed in accordance with statutory requirements and department return preparation instructions.
- Provide accurate Wisconsin Corporate tax returns in correct electronic format.
- Provide data validation, verification, and error detection to prevent transmission of incomplete, inaccurate, or invalid return information.
- Software provider must be available to correct any software errors, which may occur after production begins, and work with the department to follow up on any processing issues that may arise during filing season. If software providers need to re-release corrected software it should be done in a timely manner and proper notification should be made to all customers.
- Software providers must include electronic signature information in their software. A statement notifying taxpayers of the following should be included in the software directly before the taxpayer submits the return:
Under penalties of law, I declare by submitting this return that I have personally examined this return, including any accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Included in MeF Electronic Filing
MeF Business Rules
The department will be able to accept test returns beginning when the IRS ATS becomes available for 2016. The testing system will be available year round. The beginning test date is subject to IRS availability and is subject to change.
There are two kinds of testing available. The first is required, the developer must submit test returns for each test script for all form types the developer supports and seeks approval for. The software developer may want to send an email indicating that test returns have been submitted. If the return passes validation, department personnel will review the return to ensure results match the scenario. The developer will be notified by email of test results.
Once a form type is approved, the developer may want to test with their own test cases. This is optional but recommended. The department will not ordinarily review these submissions, but the submissions will be validated against the XML schema and secondary validation (Business) rules. The department will provide test results in the form of an acknowledgement.
Software Providers wishing to participate in electronic filing in Wisconsin are required to submit a signed Letter of Intent prior to gaining access to schemas or test scenarios. Please email DORDeveloperRelations@wisconsin.gov for further information. List MeF Participation in the subject line.
Wisconsin will implement a March 1 testing deadline. We will continue to work with vendors that are in the process of obtaining form approval, but will not review any submissions for forms that vendors have not been actively testing.