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Software Development and Substitute Form Information

This section of the Department of Revenue website is designed to provide information to the tax software development and substitute forms design community.  Click on the links to the left or below for additional information on any of the topics.

Announcements and Important Dates

Current/Upcoming Events

TY2015:

  • 2/4/2016 - BMF Production start date
  • 2/4/2016 - Revised KYBusiness2015v0.4 to change FormLLETKC element SubsFEIN to TINType.  Approved for ATS and Production immediately.
  • 1/30/2016 - Revised KYBusiness2015v0.4 and approved for Production use when it starts on 2/4/2016.  Version is approved for use in ATS immediately.  The revision was to add the 4562K as an optional form in the 765GP schema.  Version did not change. 
  • ATS start date for 720SL and 765GP is 1/25/2016
  • 1/21/2016 - Revised KYBusiness2015v0.4 posted to make 720SL - PreparerSignature element optional - No change to schema version; Effective immediately 
  • Kentucky efile start dates: BMF begins 01/25/2016 UPDATE:  BMF start date postponed to 2/4/2016
  • Kentucky efile start dates:  IMF efile begins 01/19/2016
  • Kentucky e-File start dates:  Kentucky will participate in the IMF Controlled Launch on 01/15/2016
  • BMF ATS for 720, 720-S and 765 start date 12/21/2015
  • Revised schema KYBusiness2015v0.4 released on 12/21/2015 and effective immediately 
  • Business Schema/efile update:  Form 725 will not be accepted for efile in tax year 2015. The 725 schema maturity level is being changed to draft in the business schema.  Form 720, 720-S, 765, 765-GP and 720-SL will be available for efile.  KY Pub 4163 has been revised.
  • Revised schema KYIndividual2015v0.4 released on 12/01/2015 and will be effective on 12/04/2015 for ATS testing. 
  • IMF ATS begins 11/02/2015; BMF start date TBD 
  • Posted KYBusiness2015v.03 on 10/30/2015
  • Posted KYBusiness2015v.02 and TY2015 BMF Reject Codes on 10/28/2015 
  • Interest for 2016 will remain the same
  • Last day to efile through IMF for TY2014 is 11/21/2015; Last day to efile through BMF for TY2014 is 12/26/2015
  • KY Pre-Production IMF schema is available upon request.  Contact RichardJ.Hill@ky.gov to request a copy
  • Posted TY2015 KY Publication 4163 and TY2015 KY Publication 4164 on 10/17/2015
  • Posted TY2015 IMF Reject Codes on 10/09/2015 
  • Marked draft forms/instructions appropriately where pending federal legislation applies
  • Posted the Kentucky Statement of Intent for Business Income Tax Software Development on 10/08/2015; Accepting SOI's beginning 10/08/2015
  • Posted the  Kentucky Statement of Intent for Individual Income Tax Software Development and Business Rules on 10/07/2015; Accepting SOI's beginning 10/07/2015 
  • Posted 2D Barcode information on 09/10/2015; Testing date 09/17/2015
  • Posted KY Publication 1345 on 09/04/2015
  • What's New for Tax Year 2015?  [PDF 33K] (Revision posted on 10-13-2015)
  • Substitute forms review/approval in draft starts on 07/01/2015
  • Posted Statement of Intent for Substitute Forms Development on 07/01/2015; Accepting completed statements
  • Forms Committee meetings are underway
  • Posting drafts of the TY2015 forms as they become available

Past Events

TY2014:

  • ATS and Production efile for Form 765 start date 04/22/2015
  • Production start date for the 720 and 720-S is 01/26/2015.
  • ATS start date for 720 and 720-S is 1/9/2015.
  • The IRS announced the start date for filing TY2014 Individual Income Tax returns - January 20, 2015. Kentucky will begin TY2014 on January 20, 2015 for both paper filed and efiled returns.  We will participate in the Controlled Launch which begins on January 12, 2015.
  • Interest for 2015 will remain the same at 6%
  • ATS start date for Form 740 and Form 740-NP will begin 12/01/2014.  The start date for the Form 40A102 is 12/19/2014.
  • Business Rules for 740, 740-NP posted on 10-29-2014
  • ATS scenarios for IMF released on 10-24-2014
  • Reject codes for 720, 720-S, 740, 740-NP, 40A102 posted on 10-24-2014
  • Individual and Corporate 2014v1.0 schemas released on 10-20-2014
  • KY Publication 4163 posted on 10-20-2014
  • KY Publication 4164 posted on 10-07-2014
  • IMF Letter of Intent was posted on 09-29-2014
  • KY Publication 1345 was posted on 09-29-2014
  • 2D Barcode testing start date:  09-29-2014
  • What's New for Tax Year 2014?  [PDF 51K] (Posted 09-29-2014)

Modernized Electronic Filing (MeF)

Link directs you to information about Kentucky's electronic filing program including the ATS test returns, state schemas, business rules, reject codes, KY Publication 4163 and KY Publication 4164.

Business Income Tax contact:  AudreyJ.Terry@ky.gov

Individual Income Tax contact:  RichardJ.Hill@ky.gov

E-File Specifications

TY2015

TY2014

Substitute Forms

Link directs you to information for developing substitute income tax forms including the Substitute Forms Vendor Approval list. 

Department of Revenue contact information for each tax type is included in the Substitute Forms Design Document.

2D Barcode Specifications

Link directs you to the current year 2D barcode information including file layouts, barcode specifications manual, mapped forms, test returns and software approval list. 

2D Barcode contact: RichardJ.Hill@ky.gov; AudreyJ.Terry@ky.gov

Testing begins:  TBD

 

Last Updated 2/6/2016