Valid corporation and partnership FTB XML schemas

Overview

California e-file Schemas and Business Rules will be made available on the FTA State Exchange System (SES) website to Authorized Users. Access is granted after the software developer completes a CA Letter of Intent (LOI) for each supported tax year. If you are a software developer and do not have access to the CA SES folder, please contact the FTB LOI mailbox. The following tables provide information on valid Schemas and Business Rules for software developers who are interested in developing software for California's Corporation and Partnership e-file program.

Tax Year 2021

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date Comments
100/100S/100W/100X
565/568
2021v2.0 09/27/21 2021v2.0 Not applicable Not applicable
2021v1.0 08/23/21 2021v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2021v2.0 09/27/21 2021v2.0 Start: 11/12/21 Start: 01/03/22
2021v1.0 08/23/21 2021v1.0 Not applicable Not applicable

Tax Year 2020

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date Comments
100/100S/100W/100X
565/568
2020v4.1 03/05/21 2020v4.1 Start: 03/15/21 Start: 03/20/21
2020v4.0 12/07/20 2020v4.0 Start: 12/14/20 Start: 01/04/21
  • 02/08/21 – Business Rules updated. Available for PATS on 02/16/21 and Production on 02/23/21.

  • 01/12/21 – Business Rules updated. Available for PATS on 01/19/21 and Production on 01/29/21.
2020v3.0 11/13/20 2020v3.0 Start: 11/23/20
End: 12/13/20
Not applicable
2020v2.0 10/26/20 2020v2.0 Start: 11/12/20
End: 11/22/20
Not applicable
2020v1.0 09/21/20 2020v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2020v1.0 09/21/20 2020v1.0 Start: 11/12/20 Start: 01/04/21

Tax Year 2019

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date
100/100S/100W/100X
565/568
2019v4.2 05/22/20 2019v4.2 Start: 06/08/20 Start: 06/22/20
2019v4.1 03/09/20 2019v4.1 Start: 03/16/20 Start: 03/22/20
2019v4.0 12/30/19 2019v4.0 Start: 01/03/20 Start: 01/08/20
2019v3.0 12/09/19 2019v3.0 Start: 12/16/19
End: 01/02/20
Start: 01/02/20
End: 01/07/20
2019v2.0 10/21/19 2019v2.0 Start: 11/12/19
End: 12/15/19
Not applicable
2019v1.0 09/23/19 2019v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2019v1.0 09/23/19 2019v1.0 Start: 11/12/19 Start: 01/02/19
End: 01/03/21

Tax Year 2018

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date
100/100S/100W/100X
565/568
2018v4.1 01/23/20 2018v4.1 (100/100S/100W /100X only) Start: 01/27/20 Start: 01/27/20
2018v4.0 12/10/18 2018v4.0 12/28/18 01/02/19
2018v3.0 11/01/18 2018v3.0 11/13/18 Not applicable
2018v2.0 10/30/18 2018v2.0 Not applicable Not applicable
2018v1.0 09/24/18 2018v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2018v1.0 09/24/18 2018v1.0 11/13/18 Start: 01/02/19
End: 01/01/20