Valid exempt organization 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 Exempt Organization e-file program.

The stand-alone EFW payment program has only one active version in our system at all times. All stand-alone payments must be sent using the most current version.

Tax Year 2024

Form Type Schema/Business Rule Version Release Date PATS Date Production Date Comments
109/199 2024v2.0 09/24/24 Not applicable Not applicable
2024v1.0 08/20/24 Not applicable Not applicable
Stand-Alone EFW Payments (109) 2024v1.0 08/20/24 Start: 11/19/24 Start: 01/02/25

Tax Year 2023

Form Type Schema/Business Rule Version Release Date PATS Date Production Date Comments
109/199 2023v4.2 05/14/24 Start: 06/03/24 Start: 06/17/24
2023v4.1 02/29/24 Start: 03/04/24 Start: 03/18/24 03/20/24 – Business rule updated. Available for PATS and Production on 03/21/24
2023v4.0 12/12/23 Start: 12/18/23 Start: 01/02/24
2023v3.0 10/31/23 Start: 11/20/23
End: 12/17/23
Not applicable
2023v2.0 09/26/23 Not applicable Not applicable
2023v1.0 07/03/23 Not applicable Not applicable
Stand-Alone EFW Payments (109) 2023v2.0 09/26/23 Start: 11/20/23 Start: 01/02/24
2023v1.0 07/03/23 Not applicable Not applicable

Tax Year 2022

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date Comments
199 2022v4.0 12/05/22 2022v4.0 Start: 12/13/22 01/03/23
2022v4.0 12/05/22 2022v4.0 Start: 12/13/22 Start: 01/03/23
2022v3.0 10/31/22 2022v3.0 Start: 11/21/22
End: 12/12/22
Not applicable
2022v2.0 09/26/22 2022v2.0 Not applicable Not applicable
2022v1.0 08/22/22 2022v1.0 Not applicable Not applicable

Tax Year 2021

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date Comments
199 2021v4.0 12/06/21 2021v4.0 Start: 12/13/21 Start: 01/03/22
2021v3.0 11/01/21 2021v3.0 Start: 11/22/21
End: 12/12/21
Not applicable
2021v2.0 09/27/21 2021v2.0 Not applicable Not applicable
2021v1.0 08/23/21 2021v1.0 Not applicable Not applicable