Valid individual 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 Individual e-file program.

Tax Year 2019

Form Type Version Release Date Business Rule Version PATS Date Production Dates
540/NR/2EZ 2019v1.0 09/17/19 2019v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2019v1.0 09/17/19 2019v1.0 11/12/19 01/02/20

Tax Year 2018

Form Type Version Release Date Business Rule Version PATS Date Production Dates
540/NR/NRS/2EZ 2018v4.1 05/16/19 2018v4.1 Start: 05/20/19 Start: 05/28/19
2018v4.0 12/17/18 2018v4.0 Start: 12/28/18 Start: 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
540/NR/NRS/2EZ 2017v3.2 05/21/18 2017v3.2 06/04/18 Start: 06/10/18
2017v3.1 02/26/18 2017v3.1 03/11/18 Start: 03/18/18
2017v3.0 01/17/18 2017v3.0 01/29/18 Start: 01/29/18
2017v2.0 12/08/17 2017v2.0 12/18/17 Start: 01/02/18
End:  01/28/18
2017v1.1 10/27/17 2017v1.1 11/13/17 Not applicable
2017v1.0 09/08/17 2017v1.0 Not applicable Not applicable
Stand-Alone EFW Payments 2017v2.0 12/08/17 2017v2.0 12/18/17 Start: 01/02/18
2017v1.1 10/27/17 2017v1.1 11/13/17 Not applicable
2017v1.0 09/08/17 2017v1.0 Not applicable Not applicable

Tax Year 2016

Form Type Version Release Date Business Rule Version PATS Date Production Dates
540/NR/NRS/2EZ 2016v3.1 01/05/17 2016v3.1 01/17/17 Start: 01/17/17
2016v3.0 12/14/16 2016v3.0 12/23/16 Start: 01/03/17