STATE OF NEW YORK
                           Department of Taxation and Finance

       Letter of Intent to Develop MeF Partnership  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 
partnership 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 Partnership.MeF@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-PTMEF 1 7 ( /1 )                                                                                            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 (and if no, please 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-PTMEF 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  Contact Person Phone                  Email Address             Unique Identifier 

       Rebranded Product Name  Contact Person Phone                  Email Address             Unique Identifier 

       Rebranded Product Name  Contact Person Phone                  Email Address             Unique Identifier 

       Rebranded Product Name  Contact Person Phone                  Email Address             Unique Identifier 

       Rebranded Product Name  Contact Person Phone                  Email Address             Unique Identifier 

       *If there are more than 5 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 

                 4   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-PTMEF 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-204, IT-204.1, 
IT-204-CP, IT-204-IP and IT-204-LL, they must be supported in XML. Software supporting IT-204 must support IT-204.1, 
IT-204-CP, and IT-204-IP in XML. New forms for tax year 2017 are marked "*".
Form             XML     PDF       Form            XML       PDF        Form    XML               PDF
Main Forms                         IT-399                               IT-642

IT-370-PF              XML only
                                   IT-602                               IT-643
IT-204                 XML only
                                   IT-603                               IT-644
IT-204.1               XML only
                                   IT-604                               IT-645
IT-204-CP              XML only
                                   IT-606                               IT-646
IT-204-IP              XML only
                                   IT-607                               IT-647*
IT-204-LL              XML only
_____________________________      IT-611                               Y-204

IT-212                             IT-611.1                             DTF-621*

IT-223                             IT-611.2                             DTF-622*

IT-225 
                                   IT-612                               DTF-624*
IT-236
                                   IT-631*                              DTF-686

IT-238*                            IT-634

IT-241                             IT-635

IT-242                             IT-636

IT-248* 
                                   IT-637
IT-249
                                   IT-638

IT-250*                            IT-639

IT-256                             IT-640

IT-398                             IT-641
                                                                                                     Reset Choices

Comments:

TR-376-PTMEF 10 7 ( /1 )                                                                                            Page  4of 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, State, and Industry Security Summit 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 It Yourself (DIY) Consumer and Professional, Paid 
                Preparer Products, tax 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 Software Providers are 
                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-PTMEF 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-PTMEF 10 7 ( /1 )                                                                                   Page 6 of 6