Tax Software Developer Resources

Tax Year 2024

This page has been updated with Tax Year 2024 draft forms, guides, and specifications. We will open for testing December 2, 2024. Please reach out with questions to PortlandTaxForms@portlandoregon.gov. 

General Information

We require a hard or electronic copy of the form for review.  If the software performs calculations, we will review forms that have been calculated with "dummy" data (that illustrates that correct calculations, limitations, internal diagnostics, etc.) instead of the instructions.

We maintain a "software providers" database and email updates about forms.  If you want to be included in the database, please email PortlandTaxForms@portlandoregon.gov and provide:

• Your name
• Your job title
• The name of your employer
• City/County/Metro tax forms that you handle
• Your email address
• Your telephone number

If you have been receiving emails from us already, you are already in the database and do not need to contact us.

If you have any specific questions related to any of the Tax Returns and Forms, contact PortlandTaxForms@portlandoregon.gov.

Forms Approval Timeline

Forms currently posted on this page are draft versions.

Final versions of the forms will be posted after the relevant federal and Oregon tax forms are finalized to ensure that line number references are correct. This generally occurs in mid to late January. Final forms will be posted below when they are completed. Developers can check this page periodically to find out the status of our forms.

What's New for Tax Year 2024?

Please send your forms for calculation and 2D Barcode testing to PortlandTaxForms@portlandoregon.gov.

Please note, we are a separate government agency from the Oregon Department of Revenue.

Note: The City of Portland anticipates processing refunds more quickly for forms that are submitted via MeF or with 2D barcodes, as they will enter our system more rapidly than manual entry. We believe it is to everyone’s benefit – the taxpayer, the software vendor, and the agency – to support this compatibility on the forms.

Personal Income Tax Programs

TY 2024 updates to the Metro Supportive Housing Services Personal Income Tax Forms

General Return Changes for all Forms

1. Added clarifying verbiage to Prepayments line 9 "(estimated payments, extension payments, and credit carried forward)"

Accessibility and Cosmetic Changes

• Updated to include "no staples" in top left corner of page 1
• Updated to include anchors to remaining 3 corners
  • Anchors may have shifted lines to following pages
  • This addition is part of scanning project currently in development
  • Anchors not required for vendor forms in TY 24

TY 2024 updates to the Multnomah County Preschool for All Personal Income Tax Forms

General Return Changes for all Forms

1. Added clarifying verbiage to Prepayments line 11 "(estimated payments, extension payments, and credit carried forward)"

Accessibility and Cosmetic Changes

• Updated to include "no staples" in top left corner of page 1
• Updated to include anchors to remaining 3 corners
  • Anchors may have shifted lines to following pages
  • This addition is part of scanning project currently in development
  • Anchors not required for vendor forms in TY 24

Business Income Tax Programs

TY 2024 updates to the Metro Supportive Housing Services Business Income Tax Forms

General Return Changes for all Forms

1. Added “or loss” to the following METBIT form lines:
   1. Line 7: Non-business income or loss subtraction
   2. Line 10: Add-back of non-business income or loss allocated to Metro
2. Updated “gross income” to “sales” in:
   1. Part I of the METBIT forms

Accessibility and Cosmetic Changes

• Updated to include "no staples" in top left corner of page 1
• Updated to include anchors to remaining 3 corners
  • Anchors may have shifted lines to following pages
  • This addition is part of scanning project currently in development
  • Anchors not required for vendor forms in TY 24

TY 2024 updates to the City of Portland, Oregon/Multnomah County, Oregon Business Tax Forms

General Return Changes for all Forms

1. Added “or loss” to the following BZT form lines:
   1. Add-Back of non-business income or loss allocated to Multnomah County
      1. SP line 19
      2. C, P, SC line 17
      3. E line 14
   2. Add-back of non-business income or loss allocated to City of Portland
      1. SP line 29
      2. C,P, SC line 27
      3. E line 22
2. Added additional exemption codes to the BZT forms:
   1. 11. Reporting only section 1031 deferred gain
   2. 12. Reporting only Self Directed IRA operations
   3. 13. Reporting for a Real Estate Investment Trust (REIT)
3. Updated “gross income” to “sales” in:
   1. Part I of the BZT forms
   2. Line 1 of CES form
4. Owner's Compensation Deduction
   • The Owner's Compensation Deduction for the City of Portland has been increased to $156,000 per owner/partner/shareholder.
   • The Owner's Compensation Deduction for Multnomah County has been increased to $154,000 per owner/partner/shareholder. 

Accessibility and Cosmetic Changes

• Updated to include "no staples" in top left corner of page 1
• Updated to include anchors to remaining 3 corners
  • Anchors may have shifted lines to following pages
  • This addition is part of scanning project currently in development
  • Anchors not required for vendor forms in TY 24

Other Form Changes

Form CES-2024 - Clean Energy Surcharge

1. Updated “gross income” to “sales” in:
   1. Line 1 of CES form

Forms with No 2D Barcode

The following forms and schedules will continue to be flat and do not need to be submitted for 2D barcode testing:

For the current business taxes:

• BZT-V
• CES-V
• HVT
• PRS Schedule
• Schedule R
• Form BRC
• Form BZT EXT 
• Form BIT EXT

For the Arts Tax:

• ARTS2024

Testing Timelines

We plan to launch our full 2D barcode testing process on 12/2/2024 to allow ample time to test your submissions and get the feedback to you in a timely manner. Earlier submissions will be accepted and will be the first to receive testing results. Please send questions regarding developer support and testing processes to PortlandTaxForms@portlandoregon.gov.

Tax Year 2024 Multnomah County Preschool for All Personal Income Tax Returns for Software Developers

2D barcode specifications are provided below.

Draft Versions:

Full year residents

Part-year and non-residents

Fillable 2024 Multnomah County Preschool for All Personal Income Tax Returns for Calculation Testing

Tax Year 2024 Metro Supportive Housing Services Personal Income Tax Returns for Software Developers

2D barcode specifications are provided below.

Draft Versions:

Full year residents

Part-year and non-residents

Fillable 2024 Metro Supportive Housing Services Personal Income Tax Returns for Calculation Testing

Tax Year 2024 Metro Supportive Housing Services Business Income Tax Returns for Software Developers

2D barcode specifications are provided below.

Draft Versions:

Partnerships

S corporations

C corporations

Trusts and Estates

Fillable 2024 Metro Supportive Housing Services Business Income Tax Returns for Calculation Testing

Tax Year 2024 Business Tax Returns and Forms for Software Developers

Software developers are required to incorporate a 2D barcode into the Business Tax Return forms starting with tax year 2012 and are still required to do so. 2D barcode specifications are provided below.

Draft Versions:

Individuals / Sole Proprietors

Partnerships

S corporations

C corporations

Trusts and Estates

Fillable 2024 Business Tax Returns and Forms for Calculation Testing

Tax Year 2024 - Other Forms and Schedules

Developer Information

2D Barcode specs last updated: 11/19/2024  

Disclaimer: The Penalty & Interest Calculator is a tool to assist developers in creating and testing penalty and interest calculations. It is a simplified version of the Business Tax Returns penalty & interest calculator. The Revenue Division cannot fully guarantee the accuracy of the calculator. 

Vendor Test Scenarios