STATE OF NEW YORK Department of Taxation and Finance Letter of Intent to Develop MeF Fiduciary Income Tax E-file Software for Tax Year 2017 If you are a software developer who plans to market or distribute software for preparation and e-filing of New York State fiduciary income tax forms, you must complete this form before you can begin testing. If you have more than one product you need to complete and submit a separate Letter of Intent for each product; each product must have its own software ID. We need this information to ensure that we: • Have the most current vendor information on file; and • Are able to determine the status of each vendor's progress throughout the ATS Testing process; and • All issues in production are identified, communicated and corrected Instructions: 1. Please complete all the relevant vendor information fields below. You may choose your own New York State Software ID. This may be up to ten Alpha/Numeric characters. 2. In the Supported Forms section check the boxes that correspond to the forms that your software will provide. Indicate any relevant information that pertains to the forms in the corresponding "Comments" section. 3. When completed, save a copy of this file and return via email to NYSFIDMEF@tax.ny.gov Notify us of any changes. If, after you submit this letter, you change the forms you have included in your software package, you must notify us within seven days. An updated Letter of Intent and additional testing may be required. Type of Software Product DIY/Consumer (Web-Based) DIY/Consumer (Desktop) Professional/Paid Preparer (Web-Based) Professional/Paid Preparer (Desktop) NYS Software ID Product Name EFIN ETIN NACTP Member Yes No Member ID# Paper Vendor ID # (If different from NACTP #) TR-376-FIDMEF (10/17) Page 1 of 6 |
Contact Information Legal name Firm name Address City State Zip code Website Primary contact name E-mail address Phone number Ext Secondary contact name E-mail address Phone number Ext Please indicate if you support the following ( no,if explain why in the space provided): Linked Yes Unlinked Yes No Foreign address Yes No PDF attachments Yes No Amended returns Yes No TR-376-FIDMEF (10 7/1 ) Page 2 of 6 |
Rebranded software products Use this section only if this product is rebranded with the approval of the software publisher, who is the original creator of the software and signer of the LOI. It is the position of the STAR Working Group under the auspices of the IRS Security Summit that: Rebranding where the software publisher makes all code changes to generate the rebranded software and ensures that the rebranded software meets the applicable requirements (Trusted Customer, Generation of Authentication Elements, Generate of LEADS reports, STAR Requirements, etc) does not pose any additional risk to the tax ecosystem. Rebranding where the organization who rebrands the software has the capability to make cosmetic changes including but not limited to color or font, but cannot make changes to the applicable requirements (listed above) also does not pose additional risk to the ecosystem. Rebranded product name Unique identifier Contact person Email address Phone Rebranded product name Unique identifier Contact person Email address Phone Rebranded product name Unique identifier Contact person Email address Phone Rebranded product name Unique identifier Contact person Email address Phone Rebranded product name Unique identifier Contact person Email address Phone *If there are more than five software products that have rebranded under a different name, please list them on a separate sheet and attach with your LOI submission. For Rebranded products, New York State Department of Taxation and Finance has the following requirements for e-file ATS approval Rebranded products are required to complete the full e-file ATS approval process Rebranded products are required to complete an abbreviated e-file ATS approval process Rebranded products are not required to complete e-file ATS approval TR-376-FIDMEF (10 7/1 ) Page 3 of 6 |
Supported Forms - XML / PDF Please indicate your support for the following forms. "XML" indicates support for the form in XML. "PDF" indicates support for the form as an attached PDF. NOTE: If your software supports any or all of Forms IT-370-PF, IT-205, IT-205-T, or IT-2106 (main forms), they must be supported in XML. PDF attachment of main forms is not allowed. New forms for tax year 2017 are marked with an asterisk (*). Form XML PDF Form XML PDF Form XML PDF Main Forms IT-242* IT-639 IT-370-PF XML only IT-249 IT-640 IT-205 XML only IT-256 IT-641 IT-2106 XML only IT-2105.9 IT-642 _______________________ IT-205-T IT-398 IT-643 IT-205-A IT-399 IT-644 IT-205-C IT-601 IT-645 IT-205-J IT-603 IT-646 IT-112-R IT-604 IT-647* IT-135 IT-606 DTF-622* IT-182 IT-607 DTF-686* IT-212 IT-611 W-2 XML only IT-217 IT-611.1 W-2G XML only IT-219 IT-611.2 1099-DIV XML only IT-222 IT-612 1099-G XML only IT-223 IT-631* 1099-INT XML only IT-225 IT-635* 1099-MISC XML only IT-230* IT-637 1099-R XML only IT-241 IT-638 Reset Choices Comments: TR-376-FIDMEF (10/17) Page 4 of 6 |
National Security Summit standards and requirements National standards have been developed to protect taxpayers from identity theft tax refund fraud. You are agreeing to adhere to all IRS, tate,s and ndustry i ecurity s ummits guidelines as a condition of providing tax software product(s) to taxpayers and tax professionals for individual income tax MeF. Standards in this section apply to all Do t ourselfi y (DIY) onsumerc and rofessional, p aid reparer p roducts,p taxp professional, and volunteer (VITA) products. Authentication data elements The state e-standards Authentication Header Schema has been established to identify and authenticate a taxpayer and prevent identity theft tax refund fraud. Tax oftware s roviderspare required to transmit all data elements included in the state authentication data elements when available. If you are not providing all data elements you must explain what you are not providing and why you are unable to provide them in the space provided below. This area intentionally left blank TR-376-FIDMEF (10 7/1 ) Page 5 of 6 |
Signature I acknowledge that all e-file ATS tests submitted during the approval process are created in and originate from the actual software. I acknowledge that all electronic returns received by New York State generated from this software will be electronically filed from the initially approved product version, or a subsequent product update. I acknowledge that New York State will be notified immediately of any incorrect and/or missing calculation or e-file data element for any electronically filed returns submitted to New York State As the representative of the above named organization, I agree, on behalf of the organization, to comply with all requirements listed above. Furthermore, by signing this agreement, my organization is agreeing to all of the requirements listed above. The New York State Department of Taxation and Finance reserves the right to revoke approval acceptance of any company and thereby refuse to accept any additional returns from such software company that does not adhere to above stated requirements. As an approved New York State provider, I agree to provide true, accurate, current, and complete information about my company. I understand that if I provide any information that is untrue, inaccurate, obsolete, or incomplete, the New York State Department of Taxation and Finance has the right to deny, suspend, or terminate my account. (AUTHORIZED REPRESENTATIVE) PRINTED NAME (AUTHORIZED REPRESENTATIVE) SIGNATURE TR-376-FIDMEF (10/17) Page 6 of 6 |