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Substitute Forms Specifications

Overview

The Virginia Department of Taxation (the 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.

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.

Each document details requirements specific to the form and also includes an image of the form in its completed state. A version with grid lines displayed is also provided for voucher-sized forms and the 760CG series.

Individual Income Tax

 Individual Income Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
PDF 760CG Exact Positioning Specifications 12/11/13 04/16/14
Spreadsheet 760CG Exact Positioning Specifications 12/11/13 TBD
Test Scripts 760CG Substitute Forms - Test Scripts 11/01/13 04/16/14
760 Series - Grid Individual Income Tax Forms & Schedules - Grid Version 11/01/13 TBD
760CG Individual Income Tax Form - 760 11/01/13 TBD
760CG - ADJ Individual Income Tax Schedule - ADJ 11/01/13 TBD
760CG - FED Individual Income Tax Schedule - FED 11/01/13 TBD
760CG - INC Individual Income Tax Schedule - INC 11/01/13 TBD
760ES Estimated Income Tax Payment Voucher - Individual 08/2013 05/16/14
760IP Automatic Extension Payment Coupon - Individual 01/2013 TBD
760PFF 760 Payment Coupon - Farmers, Fishermen & Merchant Seamen Only 09/2013 TBD
760PMT 760 Payment Coupon 09/2013 TBD
760PY Part-Year Resident Individual Income Tax Return 07/2013 TBD
760PY - ADJ Part-Year Resident Tax Schedule - ADJ 07/2013 TBD
763 Nonresident Individual Income Tax Return 08/2013 TBD
763-ADJ Nonresident Tax Schedule - ADJ 07/2013 TBD
763-S Special Nonresident Claim for Income Tax Withheld 07/2013 TBD
Schedule CR Individual Income Tax (760CG, 760PY, 763) Schedule - CR 07/2013 TBD
Schedule OSC Individual Income Tax (760CG, 760PY, 763) Schedule - OSC 01/2013 TBD
Schedule VAC Individual Income Tax (760CG, 760PY, 763) Schedule - VAC TBD TBD
Schedule VACS Individual Income Tax (760CG, 760PY, 763) Schedule - VACS TBD TBD
765 Unified Nonresident Income Tax Return 12/2013 TBD
765 - Sch. L Unified Nonresident Tax Schedule - L 11/2012 TBD
770 Fiduciary Income Tax Return 08/2013 TBD
770ES Estimated Income Tax Payment Voucher - Estates, Trusts & Unified Nonresidents 02/2012 5/16/14
770IP Automatic Extension Payment Voucher - 770 & 765 01/2013 TBD
CU-7 Consumer's Use Tax Return For Individuals 08/2012 05/16/14

Corporation and Pass-Through Entity Tax

 Corporation and Pass-Through Entity Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
500 Corporate Income Tax Return 06/2013 TBD
500-A Corporate Income Tax Schedule - A 08/2013 TBD
500-ADJ Corporate Income Tax Schedule - ADJ 06/2013 TBD
500-CP Automatic Extension Payment Coupon - Corporate 08/2013 TBD
500-CR Corporate Income Tax Schedule - CR 08/2013 TBD
500ES Estimated Income Tax Payment Voucher - Corporate 09/2013 05/16/14
500V Corporate Income Tax Payment Coupon 07/2013 TBD
502 Pass-Through Entity (PTE) Tax Return 08/2013 06/17/14
502-A PTE Tax Schedule - A 08/2013 TBD
502-ADJ PTE Tax Schedule - ADJ 06/2013 TBD
502-V PTE Tax Payment Voucher 10/2013 06/17/14
502-VK1 PTE Tax Schedule - VK-1 10/2013 TBD
502-VK1 PDF PTE Tax Schedule - Consolidated VK-1 (PDF) 10/2013 TBD
502-VK1 Excel PTE Tax Schedule - Consolidated VK-1 (Excel) 10/2013 TBD
VK1 Excel Specs PTE Tax Schedule - Consolidated VK-1 (Excel Design Specifications) 10/2013 TBD
502-W PTE Withholding Tax Payment Voucher 06/2013 06/17/14

Insurance Premiums License Tax

 Insurance Premiums License Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
800 Insurance Premiums License Tax Return 05/2013 05/16/14
800-ADJ Insurance Premiums License Tax Schedule - ADJ 04/2013 05/16/14
800C Underpayment of Estimated Tax - Insurance Premiums 05/2013 05/16/14
800-CR Insurance Premiums License Tax Schedule - CR 05/2013 05/16/14
800ES Estimated Tax Payment Voucher - Insurance Premiums 07/2013 05/16/14
800IES Initial Estimated Tax Payment Voucher & Registration (R-1A) 03/2013 05/16/14
800-RET Insurance Premiums License Tax Schedule - RET 10/2013 05/16/14
800V Insurance Premiums License Tax Payment Voucher 05/2013 05/16/14
801 Surplus Lines Brokers Tax Return - Quarterly 02/2014 05/16/14
802 Surplus Lines Brokers Tax Return - Annual Reconciliation 06/2012 05/16/14
802V Surplus Lines Brokers Tax Payment Voucher - Annual Reconciliation 06/2012 05/16/14

Sales and Use Tax

 Sales and Use Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
AST-2 Dealer's Aircraft Sales & Use Tax Return 05/2006 05/16/14
DM-1 Digitial Media Fee Tax Return 07/2013 05/16/14
MVR-420 Motor Vehicle Rental Tax Return  03/2014 05/16/14
MVR-420B Motor Vehicle Rental Tax Schedule - B 03/2014 05/16/14
MVR-420V Motor Vehicle Rental Tax Voucher 03/2014 05/16/14
ST-APC Accelerated Sales & Use Tax Payment Voucher 04/2014 06/04/14
ST-6 Direct Pay Permit Sales Tax Return  03/2013 06/04/14
ST-6V Direct Pay Permit Sales Tax Payment Voucher 03/2013 05/16/14
ST-7 Business Consumer's Use Tax Return 03/2013 05/16/14
ST-7V Busines Consumer's Use Tax Payment Voucher 03/2013 05/16/14
ST-6B Schedule ST-6B (ST-6, ST-7) - Local Taxes 03/2013 05/16/14
ST-6R Schedule ST-6R (ST-6, ST-7) - Regional State Taxes 03/2013 05/16/14
ST-8 Out-of-State Dealer's Use Tax Return 03/2013 05/16/14
ST-8B Out-of-State Dealer's Use Tax Schedule - B 03/2013 05/16/14
ST-8R Out-of-State Dealer's Use Tax Schedule - R 03/2013 05/16/14
ST-8V Out-of-State Dealer's Use Tax Payment Voucher 03/2013 06/04/14
ST-9 Retail Sales & Use Tax Return 03/2013 05/16/14
ST-9B Retail Sales & Use Tax Schedule - B 03/2013 05/16/14
ST-9R Retail Sales & Use Tax Schedule - R 03/2013 05/16/14
ST-9V Retail Sales & Use Tax Payment Voucher 03/2013 06/04/14
T-1 Tire Recycling Fee Tax Return 06/2013 05/16/14
VM-2 Vending Machine Dealer's Sales Tax Return 03/2013 05/16/14
VM-2B Vending Machine Dealer's Sales Tax Schedule - B 03/2013 05/16/14
VM-2V Vending Machine Dealer's Sales Tax Voucher 03/2013 05/16/14
WCT-2 Dealer's Monthly Return of Watercraft Sales & Use Tax 07/2005 05/16/14

Withholding Tax

 Withholding Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
VA-5 Monthly Monthly Withholding Tax Return 05/2013 05/16/14
VA-5 Quarterly Quarterly Withholding Tax Return 05/2013 07/02/14
VA-6 Annual / Final Withholding Tax Reconciliation 05/2013 07/02/14
VA-6H Household Annual Withholding Tax Reconciliation 05/2013 05/16/14
VA-15 Semi-Weekly Withholding Tax Payment 06/2013 05/16/14
VA-16 Quarterly Withholding Reconciliation of VA-15 Payments 06/2013 05/16/14

Miscellaneous

 Miscellaneous - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
CO-1 Corn Assessment Tax Return 05/2006 05/16/14
CT-75 Communication Taxes Return 03/2011 05/16/14
CT-75B Communication Taxes Schedule - B 04/2013 05/16/14
CT-75V Communication Taxes Voucher 03/2011 05/16/14
CX-1 Cotton Assessment Tax Return 08/2006 05/16/14
EG-1 Egg Excise Tax Return 05/2006 05/16/14
Form 200 Litter Tax Return 10/2011 05/16/14
PN-1 Peanut Excise Tax Return 05/2013 05/16/14
SG-1 Small Grains Assessment Tax Return 07/2005 05/16/14
SH-1 Sheep Assessment Tax Return 05/2006 05/16/14
TT-8 Tobacco Products Tax Return 04/2011 05/16/14
TT-8V Tobacco Products Tax Voucher 04/2011 05/16/14

 

Last Updated 8/26/2014 10:10

 

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