Substitute Forms Specifications

Overview

The Virginia Department of Taxation (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.

Software Partner Agreement

Beginning for Tax Year 2015, the Department requires all software vendors to complete and submit the applicable Software Partner Agreement(s). Details for this new requirement are provided in the agreement documents below. 

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. Forms not listed below must not be sent for Substitute Forms approval.

 

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 11/16/15 11/16/15
Spreadsheet 760CG Exact Positioning Specifications 11/16/15 11/16/15
Test Scripts 760CG Substitute Forms - Test Scripts - - - 10/08/15
760CG Series - Grid Individual Income Tax Forms & Schedules - Grid Version 12/09/15 12/09/15
760CG Series - No Grid Individual Income Tax Forms & Schedules - No Grid Version 12/09/15 12/09/15
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 09/2015 10/20/15
760IP Automatic Extension Payment Coupon - Individual 01/2015 09/01/15
760PFF 760 Payment Coupon - Farmers, Fishermen & Merchant Seamen Only 05/2015 09/01/15
760PMT 760 Payment Coupon 05/2015 09/01/15
770ES Estimated Income Tax Payment Voucher - Estates, Trusts & Unified Nonresidents 09/2015 10/20/15
770IP Automatic Extension Payment Voucher - 770 & 765 02/2015 09/01/15
CU-7 Consumer's Use Tax Return For Individuals 02/2015 09/01/15

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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 12/2015 10/20/15
500ES Estimated Income Tax Payment Voucher - Corporate 09/2014 10/20/15
500V Corporate Income Tax Payment Coupon 07/2015 10/20/15
502V PTE Tax Payment Voucher 10/2015 10/20/15
502-VK1 PDF PTE Tax Schedule - Consolidated VK-1 (PDF) 10/2015 11/04/15
502-VK1 Excel PTE Tax Schedule - Consolidated VK-1 (Excel) 10/2015 11/04/15
VK1 Specs PTE Tax Schedule - Consolidated VK-1 (Design & Form Specifications) 10/2015 10/26/15
502-W PTE Withholding Tax Payment Voucher 06/2015 10/20/15

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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 - - - 10/20/15
800ES Estimated Tax Payment Voucher - Insurance Premiums 04/2015 09/01/15
800IES Initial Estimated Tax Payment Voucher & Registration (R-1A) 03/2013 09/01/15
800V Insurance Premiums License Tax Payment Voucher 04/2015 09/01/15
801 Surplus Lines Brokers Tax Return - Quarterly 03/2015 09/01/15
802V Surplus Lines Brokers Tax Payment Voucher - Annual Reconciliation 03/2015 09/01/15

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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-7, ST-8, ST-8B,
ST-8R, ST-9, ST-9B, ST-9R, VM-2 & VM2-B
- - - 10/20/15
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-6V Direct Pay Permit Sales Tax Payment Voucher 03/2013 05/16/14
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 07/2015 10/20/15
ST-9V Retail Sales & Use Tax Payment Voucher 03/2013 10/20/15
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 01/2015 10/20/15

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Withholding Tax

Withholding Tax - Substitute Forms
Form Form Description Form
Revision Date
Spec
Posting Date
VA-5 Monthly Monthly Withholding Tax Return 04/2015 10/20/15
VA-5 Quarterly Quarterly Withholding Tax Return 04/2015 10/20/15
VA-6 Annual / Final Withholding Tax Reconciliation 04/2014 10/20/15
VA-6H Household Annual Withholding Tax Reconciliation 04/2014 10/20/15
VA-15 Semi-Weekly Withholding Tax Payment 02/2015 10/20/15
VA-16 Quarterly Withholding Reconciliation of VA-15 Payments 02/2015 10/20/15

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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 - - - 10/20/15
CO-1 Corn Assessment Tax Return 05/2006 05/16/14
CT-75V Communication Taxes Voucher 04/2015 10/20/15
CX-1 Cotton Assessment Tax Return 08/2006 05/16/14
EG-1 Egg Excise Tax Return 04/2015 10/20/15
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 02/2015 10/20/15

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Last Updated 12/09/2015 15:46