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 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 and the 760CG series. Full size forms with 1D Barcodes are grouped together by tax type.

Individual Income Tax

Individual Income Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
PDF 760CG Exact Positioning Specifications 08/14/15 08/14/15
Spreadsheet 760CG Exact Positioning Specifications 08/14/15 08/14/15
Test Scripts 760CG Substitute Forms - Test Scripts - - - TBD
760CG Series - Grid Individual Income Tax Forms & Schedules - Grid Version 08/14/15 08/14/15
760CG Series - No Grid Individual Income Tax Forms & Schedules - No Grid Version 08/14/15 08/14/15
760CG - Schedule FED Schedule FED - Form 760CG Details 08/14/15 08/14/15
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
- - - 08/14/15
760ES Estimated Income Tax Payment Voucher - Individual TBD TBD
760IP Automatic Extension Payment Coupon - Individual TBD TBD
760PFF 760 Payment Coupon - Farmers, Fishermen & Merchant Seamen Only TBD TBD
760PMT 760 Payment Coupon TBD TBD
770ES Estimated Income Tax Payment Voucher - Estates, Trusts & Unified Nonresidents TBD TBD
770IP Automatic Extension Payment Voucher - 770 & 765 TBD TBD
CU-7 Consumer's Use Tax Return For Individuals TBD TBD

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
- - - 08/20/15
500CP Automatic Extension Payment Coupon - Corporate TBD TBD
500ES Estimated Income Tax Payment Voucher - Corporate TBD TBD
500V Corporate Income Tax Payment Coupon TBD TBD
502V PTE Tax Payment Voucher TBD TBD
502-VK1 PDF PTE Tax Schedule - Consolidated VK-1 (PDF) TBD TBD
502-VK1 Excel PTE Tax Schedule - Consolidated VK-1 (Excel) TBD TBD
VK1 Specs PTE Tax Schedule - Consolidated VK-1 (Design & Form Specifications) TBD TBD
502-W PTE Withholding Tax Payment Voucher TBD TBD

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 - - - 08/14/15
800ES Estimated Tax Payment Voucher - Insurance Premiums TBD TBD
800IES Initial Estimated Tax Payment Voucher & Registration (R-1A) TBD TBD
800V Insurance Premiums License Tax Payment Voucher TBD TBD
801 Surplus Lines Brokers Tax Return - Quarterly TBD TBD
802V Surplus Lines Brokers Tax Payment Voucher - Annual Reconciliation TBD TBD

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-8, ST-8B,
ST-8R, ST-9, ST-9B, ST-9R, VM-2 & VM2-B
- - - 09/23/14
AST-2 Dealer's Aircraft Sales & Use Tax Return 05/2006 05/16/14
DM-1 Digital Media Fee Tax Return 07/2013 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-6V Direct Pay Permit Sales Tax Payment Voucher 03/2013 05/16/14
ST-7 Business Consumer's Use Tax Payment Voucher 06/2014 12/03/14
ST-7V Business Consumer's Use Tax Payment Voucher 06/2014 12/03/14
ST-8V Out-of-State Dealer's Use Tax Payment Voucher 03/2013 06/04/14
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-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
Miscellaneous Taxes -
1D Barcodes
Forms 404, 1034, 1035, CT-75, CT-75B & TT-8 - - - 09/23/14
CO-1 Corn Assessment Tax Return 05/2006 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-8V Tobacco Products Tax Voucher 04/2011 05/16/14

 

Last Updated 08/26/2015 14:14