Kentucky Department of Revenue Kentucky Department of Revenue Kentucky Department of Revenue Kentucky Department of Revenue

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Modernized Electronic Filing (MeF)

Kentucky participates in the modernized e-file (MeF) program in conjunction with the IRS.  Below are details of the programs supported.

Kentucky MeF Status

Business Income Tax MeF (BMF) Production

  • Status:  Operational 
  • Current Schema:  KYBusiness2015v0.4 [ZIP 280K]
  • Acknowledgement Status:  Operational  - Acks are up to date 

Business Income Tax MeF (BMF) ATS

  • Status:  Operational

Individual Income Tax MeF (IMF) Production

  • Status: Operational
  • Current Schema:   KYIndividual2015v0.4
  • Acknowledgement Status:  Operational - Acks are up to date 

Individual Income Tax MeF (IMF) ATS

  • Status:    Operational 
  • Current ATS Schema:  KYIndividual2015v0.4
Schema Packages

Multiple schema versions are not supported at this time.  Only the current version will be supported.

BMF Schema

KYBusiness2015v0.4 [ZIP 280K] (Revised on 02-04-2016)  This schema is approved for use in ATS testing immediately.  The Form 765-GP and Form 720-SL are being added to e-file for TY2015. The 1-21-2016 revision makes the PreparerSignature in the 720SL optional. The 1-30-2016 revision added the 4562K as an optional form in the 765GP schema.  The revision on 2-4-2016 changes the FormLLETKC element SubsFEIN to TINType. This schema is approved for use in Production beginning 2/4/2016.

Note: The Form 725 will not be available for e-file in tax year 2015. The Form 725 schema maturity level has been changed to draft and KYForm725 was removed from BusinessStateEnumeration. 

IMF Schema

Send an e-mail to RichardJ.Hill@ky.gov to request a copy of the TY2015 IMF Schema for ATS

Attachments:  Pdf documents limited to those documents that contain additional KY withholding that are not included in our schema will be accepted as attachments.  The use of pdf attachments to support the Kentucky withholding will delay the processing of the return.

 

Reject Codes/Business Rules

Publications
Software Testing

BMF ATS Testing - Start date TBD

Complete the Statement/Letter of Intent for Business Income Tax Software Development prior to submitting the initial set of tests.  When submitting your tests, please provide a list of the submission ids you are submitting for review to  AudreyJ.Terry@ky.gov  and RichardJ.Hill@ky.gov

Kentucky will be using criteria based scenarios for BMF ATS for tax year 2015. You are not limited to testing only the forms provided in the criteria.  If you do not support a form or line requested within the test, do not include that data and advise of the software limitation.  Refer to the Kentucky Publication 4163 for additional information. 

IMF ATS Testing - Start date 11/2/2015

Complete the Statement/Letter of Intent for Individual Income Tax Software Development prior to submitting the initial set of tests.  When submitting your tests, please provide a list of the submission ids you are submitting for review to RichardJ.Hill@ky.gov and AudreyJ.Terry@ky.gov 

The following scenarios should be submitted for testing.  You are not limited to testing only the forms provided in the scenarios.  If you do not support a form or line found within the test scenario, do not include that data and advise of the software limitaion. Refer to the Kentucky Publication 4164 for additional information. 

A $3 tolerance is built in for tax computation vs Tax Table.  Either option is correct.

Form 740 ATS Test Scenarios

Form 740-NP ATS Test Scenarios

Form 40A102 ATS Test Scenarios

Form EPAY ATS Test Scenarios

 

Common Reasons for Rejections of Business Returns

BMF

Instances of the following are common reasons for rejecting the business return. 

1)  Validation #1 - The LLET account number is checked against the Department's taxpayer registration database.  The assigned account number and taxpayer's name must agree with the information on the electronically filed return.  This validation is also completed on the Form 41A720SL.

2)  Validation #2 - The FEIN must correspond with the Department's taxpayer registration database.  The FEIN and taxpayer's name must agree with the information on the electronically filed return.

3) Validation #3 -  A parent company filing a return with subsidiaries must supply the proper LLET account number and FEIN, if required.  The LLET account number and FEIN go through the same validations against the DOR taxpayer registration database as listed in #1 and #2 above.

Assistance:  The taxpayer/preparer should call the Division of Taxpayer Registration at (502) 564-3306 for assistance with the Kentucky Corporation/LLET account number.  For pass-through entities with nonresident withholding, the authorized representative will need to request assistance with the account number for the pass-through entity.

Archived Information

Follow the link for additional archived information.

Tax Year 2014

 

Approved Software List
 

Individual Income Tax:

Tax Year 2015 Individual Income Tax Software Approval List [PDF 290K] (Revision posted 01-20-2016)

Business Income Tax:

Tax Year 2015 Business Income Tax Software Approval List [PDF 270K] (Revision posted 02-22-2016)

 

Last Updated 4/22/2016