otr

Office of Tax and Revenue
 

DC Agency Top Menu


-A +A
Bookmark and Share

Software Developer Information

Attention Software Developers (Electronic and Paper Forms)

For Tax Year 2016, DC will be using the State Exchange System (SES) to securely distribute the Tax Software Provider Registration Form (or Letter of Intent), efile schemas, business rules and related materials, and all SUB Forms for the coming year.

All software providers are required to complete the registration form to request approval from DC OTR to provide tax preparation software for electronic and paper form submissions. Permission to access the registration form will be granted to vendors by DC.
 
For more information about being included on the vendor access list with the Federation of Tax Administrators (FTA), contact the District of Columbia Office of Tax and Revenue at [email protected]

Approved vendors will be granted view/download access to the DC folders on the SES. An email will be sent to once permission is granted. The registration form is due by October 14, 2016.

Modernized e-file (MeF)

The Office of Tax and Revenue (OTR) invites all eligible practitioners and software developers to participate in the DC MeF joint electronic program. Beginning Tax Year 2016, OTR will be requiring the Standard 2016 Tax Software Provider Registration Form located on the State Exchange System (SES). This registration is required for MeF and substitute forms. If you need additional information, please email [email protected].

The following is a list of TY 2016 e-file tax software packages subject to DC approval, as packages are subject to approval each year.

Individual Income

Company Name Product Name
HRB Development, LLC H&R BlockTax Software (TaxCut)
Wolters Kluwer CCH ProSystemfx
CS Professional Suite UltraTax CS
Drake Software 1040.COM
Drake Software Drake Tax
H&R Block, Inc. HRBO At Home Online
Intuit Inc. ProSeries
Jackson Hewitt ProFiler
Intuit Inc. Lacerte
Intuit Inc. ProConnect Tax Online (ITO)
Petz Enterprises Crosslink
TaxSlayer, LLC    TaxSlayer Online
TaxSlayer, LLC   TaxSlayer Pro
Universal Tax Systems TaxWise
Thomson Reuters    GoSystem/ONESOURCE
TaxAct, Inc. TaxAct
TaxAct, Inc. TaxAct FFA
Taxware Systems Inc Wintax - 1040
Taluy California Corp FileYourTaxes.com
Taluy California Corp ProTaxPro.com
Lamson Tech 1040NOW
TaxHawk, Inc Express1040.com
TaxHawk, Inc FreeTaxUSA.com
TaxHawk, Inc TaxHawk.com
On-Line Taxes, Inc OLT Desktop
On-Line Taxes, Inc OLT.com - Self Prep
On-Line Taxes, Inc OLTPro Desktop
On-Line Taxes, Inc OLTPro Web
LTS Software, Inc (Liberty Tax) LibTax
Credit Karma Tax, Inc Credit Karma Tax
Intuit Inc. TurboTax
Intuit Inc. Fillable Forms
LTS Software, Inc (Liberty Tax) DIY Free Tax
LTS Software, Inc (Liberty Tax) eSmart Tax FFA
LTS Software, Inc (Liberty Tax) Liberty Online
LTS Software, Inc (Liberty Tax) eSmart Tax
Universal Tax Systems ATX
H&R Block, Inc. BlockWorks

Fiduciary

Company Name Product Name
Wolters Kluwer CCH ProSystemfx
CS Professional Suite UltraTax CS
Drake Software Drake Tax
TaxSlayer, LLC TaxSlayer Pro Business
On-Line Taxes, Inc OLTPro Desktop
On-Line Taxes, Inc OLTPro Web

Corporated Franchise

Company Name Product Name
Wolters Kluwer CCH ProSystemfx
CS Professional Suite UltraTax CS
Drake Software Drake Tax
TaxSlayer, LLC TaxSlayer Pro Business
Universal Tax Systems ATX

Unincorporated Franchise

Company Name Product Name
Wolters Kluwer CCH ProSystemfx
CS Professional Suite UltraTax CS
Drake Software Drake Tax
Universal Tax Systems ATX

Partnership

Company Name Product Name
Wolters Kluwer CCH ProSystemfx
CS Professional Suite UltraTax CS
Drake Software Drake Tax
TaxSlayer, LLC TaxSlayer Pro Business
Universal Tax Systems ATX

Substitute Tax Forms Approval Process and Information

A substitute tax form is a computer-generated form for filing in lieu of official DC tax forms. Reference the "Substitute Forms Guidelines" publication for the appropriate generation, use and approval of substitute forms.

  • DC-1167 Substitute Forms Guidelines September 2016 - Available on the State Exchange System (SES) 
  • DC-1167 Substitute Forms Guidelines September 2015 - Available on the State Exchange System (SES)
  • DC-1167 Substitute Forms Guidelines December 2014 - Available on the State Exchange System (SES)

Substitute tax form grids are available to assist software developers and printers in the accurate generation of substitute tax forms. These grids show the exact design and location of the required elements on the official forms. The substitute tax form grids are for computer-generated/printed, black-and-white versions of pages in the official form that contain drop-out ink. If there are pages in the official version that are black-and-white, continue those in the same format.


Substitute Tax Form Grids

Questions and comments concerning these grids should be addressed to the Office of Tax and Revenue's System and Forms Division at (202) 442-6262 or (202) 442-6919.

Individual Income and Business Returns: 

  • 2016 (for returns filed in 2017) - Available on the State Exchange System (SES)
  • 2015 (for returns filed in 2016) - Available on the State Exchange System (SES)
  • 2014 (for returns filed in 2015) - Available on the State Exchange System (SES)

Personal Property Returns:

  • 2017 (for returns filed in 2016) - Available on the State Exchange System (SES)
  • 2016 (for returns filed in 2015) - Available on the State Exchange System (SES)
  • 2015 (for returns filed in 2014) - Available on the State Exchange System (SES)
  • 2014 (for returns filed in 2013) - Available on the State Exchange System (SES)