Valid fiduciary 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 Fiduciary 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 2023

Form Type Schema/Business Rule Version Release Date PATS Date Production Dates Comments
541
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
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 08/22/23 Not applicable Not applicable
Stand-Alone EFW Payments 2023v1.0 08/22/23 Start: 11/20/23 Start: 01/02/24

Tax Year 2022

Form Type Schema Version Release Date Business Rule Version PATS Date Production Dates Comments
541 2022v4.1 03/06/22 2022v4.1 Start: 03/13/23 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
Stand-Alone EFW Payments 2022v1.0 08/22/22 2022v1.0 Start: 11/21/22 Start: 01/03/23
End: 01/01/24

Tax Year 2021

Form Type Schema Version Release Date Business Rule Version PATS Date Production Dates Comments
541 2021v4.1 03/04/22 2021v4.1 Start: 03/09/22 Start: 03/21/22
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
Stand-Alone EFW Payments 2021v1.0 08/23/21 2021v1.0 Start: 11/22/21
End: 11/21/22
Start: 01/03/22
End: 01/01/23