Individual e-file MeF General Information
We accept e-file for the current year and two prior year tax returns. For example, for the processing year 2017, we accept tax returns for tax years 2016, 2015, and 2014.
See the complete list of acceptable forms and schedules for MeF, including the maximum number of each type allowed per return.
Schemas and Business Rules
- Schemas and business rules are available to Authorized Users. Please contact the e-file coordinator with the Company Name, your Name, Authorized User role and ETIN to request Tax Year 2016 Schemas.
Individual e-file Publications
- Publication 1345 Handbook for Authorized e-file Providers
- Publication 1346X California Individual and Fiduciary e-file Return and Stand-Alone Payment Guide for Software Developers and Transmitters
- Publication 1436X Test Package for e-file of California Business, Fiduciary, and Individual Tax Returns and Stand-Alone Payments
Individual e-file Calendar- Tax Year 2016
Stand-Alone Electronic Funds Withdrawal (EFW)
Beginning January 2017, fiduciaries will have the ability to submit an Electronic Funds Withdrawal (EFW) request for extension and estimate payments using tax preparation software. These payment requests will be accepted as “stand-alone”, and can be submitted separately from the e-filed return. The return can be filed at a later date.
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