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.

Tax Year 2022

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date Comments
199 2022v4.1 03/06/23 2022v4.1 Start: 03/13/22 Start: 03/20/23
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

Tax Year 2020

Form Type Schema Version Release Date Business Rule Version PATS Date Production Date
199 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
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