Valid exempt organization FTB XML schemas

Overview

The following tables provide information on valid Schemas and Business Rules for software developers who are interested in developing software for California's Exempt Organization e-file program. Beginning with Tax Year 2018, California e-file Schemas and Business Rules will be made available on the FTA State Exchange System (SES) website in conjunction with the Secure Web Internet File Transfer (SWIFT) Service to Authorized Users. If you are a software developer and do not have an e-file Schema SWIFT account or have access to the CA SES folder, please contact the e-file coordinator with your Name, Company Name, ETIN and at least one business and technical contact to request access to our Schemas and Business Rules.

Tax Year 2018

Form Type Version Release Date Business Rule Version PATS Date Production Date
199 2018v2.0 12/10/18 2018v2.0 12/28/18 01/02/19
2018v1.0 09/24/18 2018v1.0 11/13/18 Not applicable

Tax Year 2017

Form Type Version Release Date Business Rule Version PATS Date Production Date
199 2017v2.2 02/28/18 2017v2.2 03/11/18 Start: 03/18/18
2017v2.1 01/11/18 2017v2.1 01/18/18 Start: 01/18/18
2017v2.0 12/15/17 2017v2.0 12/22/17 Start: 01/02/18
2017v1.1 10/23/17 2017v1.1 11/13/17 Not applicable
2017v1.0 09/22/17 2017v1.0 Not applicable Not applicable

Tax Year 2016

Form Type Version Release Date Business Rule Version PATS Date Production Date
199 2016v3.1 01/05/17 2016v3.1 01/17/17 Start: 01/17/17
2016v3.0 12/16/16 2016v3.0 12/23/16 Start: 01/03/17
2016v2.0 10/24/16 2016v2.0 11/14/16 Not applicable