Valid fiduciary 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 Fiduciary e-file program. Beginning with Tax Year 2018, California e-file Schemas and Business Rules are made available on the FTA State Exchange System (SES) website in conjunction with SWIFT (Secure Web Internet File Transfer) 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.

Tax Year 2018

Form Type Version Release Date Business Rule Version PATS Date Production Dates
541 2018v4.0 12/17/18 2018v4.0 Start: 12/28/18 01/02/19
2018v3.0 11/01/18 2018v3.0 Start: 11/13/18
End:  12/27/18
Not applicable
2018v2.0 10/29/18 2018v2.0 Not applicable Not applicable
2018v1.0 09/17/18 2018v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2018v1.0 09/17/18 2018v1.0 Start: 11/13/18 Start: 01/02/19

Tax Year 2017

Form Type Version Release Date Business Rule Version PATS Date Production Dates
541 2017v3.1 02/26/18 2017v3.1 03/11/18 Start: 03/18/18
2017v3.0 01/11/18 2017v3.0 01/18/18 Start: 01/18/18
2017v2.0 12/05/17 2017v2.0 12/18/17 Start: 01/02/18
End:  01/17/18
2017v1.1 10/25/17 2017v1.1 11/13/17 Not applicable
2017v1.0 09/22/17 2017v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2017v2.0 12/05/17 2017v2.0 12/18/17 Start: 01/02/18
2017v1.1 10/25/17 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 Dates
541 2016v3.0 12/16/16 2016v3.0 12/23/16 Start: 01/03/17