Substitute Forms Specifications

Overview

The Virginia Department of Taxation (Department) designed this page to provide overall standards and specifications for Substitute Forms.

 

The "Substitute Forms" (i.e. substitute versions of existing official tax forms) are required to be specially formatted and displayed to ensure proper processing of customer information via the Department's paper processing systems. Details that are specific to each form/return/schedule/voucher are provided separately in "Spec Documents", which are also located on this page.

Virginia Tax Software Provider Registration and Letter of Intent

The Virginia Department of Taxation participates in an approval process to comply with national security summit standards and therefore stores related software development documentation in a secured site. 

 

All software vendors must complete the Tax Software Provider Registration and Letter of Intent in order to gain access to the secured sit​e and participate with submitting Virginia 760CG returns / schedules. Contact the Substitute Forms mailbox to request the registration / letter of intent document and begin the approval process. 

 

These software development documents will be available in the secured site. Specifications for the 760CG package are provided in the Exact Specifications document and are available in two formats. The standards guide, available in the Resources section, addresses all substitute forms (including the 760CG package) and also provides details for transmission of 760CG test cases covered in the Test Scripts. The 760CG Series forms are displayed in the Individual Forms table on this page.

  • 760CG Exact Specifications - PDF and Excel Formats
  • 760CG Test Scripts
  • 760CG Schedule FED Comparison Details 

Resources

Use the Substitute Forms email box for comments/questions in addition to the information covered in the Resources and the Specifications below.

Substitute Forms Specifications

Specifications are provided for each form / form package that is part of the Substitute Forms Approval process.

 

Only the forms listed in the table below go through the Substitute Forms Approval Process. If a form is not listed, review the Forms section of our website to determine the appropriate name field format and length. Forms not listed below must not be sent for Substitute Forms approval.

 

Each document details requirements specific to the form and includes an image of the form in its completed state (when applicable). A version with grid lines displayed is also provided for voucher-sized forms. Full size forms with 1D Barcodes are grouped together by tax type.

 

Please note - Individual Income, Corporation, Pass-Through Entity and Insurance Premiums forms require annual updates as preparation for the next tax year. The substitute versions of these forms will be removed from this page and replaced with new versions once the tax year updates are complete.

Individual Income Tax

Individual Income Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
Individual Income Tax -
1D Barcodes
Forms 760C, 760F, 760PY, 760PY-ADJ, 760PY-INC, 763, 763-ADJ, 763S, 765, 770,
Schedule CR, Schedule L, Schedule OSC, Schedule VAC & Schedule VACS
- - - 09/16/16
760CG Series - Grid Individual Income Tax Forms & Schedules - Grid Version 09/23/16 09/23/16
760CG Series - No Grid Individual Income Tax Forms & Schedules - No Grid Version 09/23/16 09/23/16
760ES Estimated Income Tax Payment Voucher - Individual 07/2016 09/16/16
760IP Automatic Extension Payment Coupon - Individual - - - - - -
760PFF 760 Payment Coupon - Farmers, Fishermen & Merchant Seamen Only - - - - - -
760PMT 760 Payment Coupon 02/2016 09/16/16
770ES Estimated Income Tax Payment Voucher - Estates, Trusts & Unified Nonresidents 07/2016 09/23/16
770IP Automatic Extension Payment Voucher - 770 & 765 - - - - - - 
CU-7 Consumer's Use Tax Return For Individuals 08/2016 09/16/16

Top

Corporation and Pass-Through Entity Tax

Corporation and Pass-Through Entity Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
Corporation and PTE Tax -
1D Barcodes
Forms 500, 500A, 500AB, 500AC, 500ADJ, 500C, 500CR, 500EC, 500EL, 500FED,
500MT,500NOLD, 500T, 502, 502A, 502ADJ & VK-1
- - - 09/16/16
500CP Automatic Extension Payment Coupon - Corporate 07/2016 09/16/16
500ES Estimated Income Tax Payment Voucher - Corporate 07/2016 09/16/16
500V Corporate Income Tax Payment Coupon 07/2016 09/16/16
502V PTE Tax Payment Voucher 07/2016 09/16/16
502-VK1 PDF PTE Tax Schedule - Consolidated VK-1 (PDF) - - - - - -
502-VK1 Excel PTE Tax Schedule - Consolidated VK-1 (Excel) - - - - - -
VK1 Specs PTE Tax Schedule - Consolidated VK-1 (Design & Form Specifications) - - - - - -
502-W PTE Withholding Tax Payment Voucher 07/2016 09/16/16

Top

Insurance Premiums License Tax

Insurance Premiums License Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
Insurance Premiums License Tax -
1D Barcodes
Forms 800, 800ADJ, 800B, 800C, 800CR, 800RET, 802 & 844 - - - 09/16/16
800ES Estimated Tax Payment Voucher - Insurance Premiums 05/2016 - - -
800V Insurance Premiums License Tax Payment Voucher 06/2016 - - -
801 Surplus Lines Brokers Tax Return - Quarterly 06/2016 09/16/16
802V Surplus Lines Brokers Tax Payment Voucher - Annual Reconciliation 06/2016 09/16/16

Top

Sales and Use Tax

Sales and Use Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
Sales and Use Tax -
1D Barcodes
AST-3, MVR-420, MVR-420B, ST-6, ST-6B, ST-6R, ST-7, ST-8, ST-8B,
ST-8R, ST-9, ST-9B, ST-9R, VM-2 & VM2-B
- - - 09/16/16
AST-2 Dealer's Aircraft Sales & Use Tax Return 05/2006 09/16/16
DM-1 Digital Media Fee Tax Return 07/2013 09/16/16
MVR-420V Motor Vehicle Rental Tax Voucher 04/2016 09/16/16
ST-6V Direct Pay Permit Sales Tax Payment Voucher 07/2015 09/16/16
ST-7V Business Consumer's Use Tax Payment Voucher 03/2016 09/16/16
ST-8V Out-of-State Dealer's Use Tax Payment Voucher 07/2015 09/16/16
ST-9V Retail Sales & Use Tax Payment Voucher 03/2013 09/16/16
T-1 Tire Recycling Fee Tax Return 06/2013 09/16/16
VM-2V Vending Machine Dealer's Sales Tax Voucher 04/2016 09/16/16
WCT-2 Dealer's Monthly Return of Watercraft Sales & Use Tax 01/2015 09/16/16

Top

Withholding Tax

Withholding Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
VA-5 Monthly Monthly Withholding Tax Return 04/2015 09/16/16
VA-5 Quarterly Quarterly Withholding Tax Return 04/2015 09/16/16
VA-6 Annual / Final Withholding Tax Reconciliation 04/2014 09/16/16
VA-6H Household Annual Withholding Tax Reconciliation 04/2014 09/16/16
VA-15 Semi-Weekly Withholding Tax Payment 02/2015 09/16/16
VA-16 Quarterly Withholding Reconciliation of VA-15 Payments 02/2015 09/16/16

Top

Miscellaneous

Miscellaneous - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
Miscellaneous Taxes -
1D Barcodes
Forms 404, 1034, 1035, CT-75, CT-75B & TT-8 - - - 09/16/16
CO-1 Corn Assessment Tax Return 05/2006 09/16/16
CT-75V Communication Taxes Voucher 05/2016 09/16/16
CX-1 Cotton Assessment Tax Return 03/2016 09/16/16
EG-1 Egg Excise Tax Return 04/2015 09/16/16
Form 200 Litter Tax Return 03/2016 09/16/16
PN-1 Peanut Excise Tax Return 05/2016 09/16/16
SG-1 Small Grains Assessment Tax Return 07/2005 09/16/16
SH-1 Sheep Assessment Tax Return 05/2006 09/16/16
TT-8V Tobacco Products Tax Voucher 05/2016 09/16/16

Top

 

Last Updated 09/28/2016 09:56