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Information
A collection of resources for tax software developers for review of forms for inclusion in their tax software products.
Tax Year 2026 Overview
The City of Portland sent the TY 2026 Letter of Intent by email in early July 2026. Draft forms will be published here in early September.
The flat and fillable forms are now combined; they can be printed without any entry and will appear as the previous flat forms would, with decimals and parenthesis for handwritten returns. Additionally, the fields can be digitally entered and will accept entries and perform calculations as in previous years, and will continue to generate a 2D barcode.
To comply with WCAG 2.1, return instructions have been converted to accessible webpages. A pdf version of these pages will be available on the FTA's State Exchange System, which will assign versions throughout development.
The City of Portland adopted LIC-2.05 Requirement to File Returns Electronically in 2024. For TY 2026, personal income tax returns are required, in addition to those required last year. For required forms by tax year, go to the Requirement Schedule.
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.
Please submit an LOI to receive access to SES 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.
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.
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 will be available in early November.
Developers can check this page periodically to find updates on the status of our forms and testing.
Testing Timelines
We are targeting ATS and forms testing opening on 11/9/26.
The City launched new scanning processes last year. All 2D and substitute forms must include QR codes identifying the form name. Testing will include physical scans of all test submissions. Please note this may increase our previous test result turnaround. Please send questions regarding developer support and testing processes to PortlandTaxForms@portlandoregon.gov.
Tax Year 2026 Form Changes
Personal Income Tax Programs
TY 2026 updates to the Arts Education Tax Forms
General Return Changes - complete structuring
- Demographic fields now align with other tax programs
- Standard filing statuses
- Complete rewrite of form fields
- Liability based on Oregon Taxable Income and Portland residency
- No requirement to file if Oregon Taxable Income falls below threshold before deductions ($20k for Single, MFS / $40k for MFJ, HOH or QSS)
- Deductions for dependents and exempt income
- The annual tax assessment will increase to $50 for Single, MFS, QSS or HOH / $100 for MFJ for TY26
- Planned future tax assessment increases to be indexed to inflation
TY 2026 updates to the Metro Supportive Housing Services Personal Income Tax Forms
Accessibility and Cosmetic Changes
- Demographics for both MET and MC forms
- Removed "SINGLE" and "JOINT" from Filing Status box, added initialisms instead
- Changed label on SSN field
- Added email address and DOD fields for prime/spouse
- Added Country field
- Line 2: changed "less" to "subtract"
- Line 4: replaced 'single/joint' with filing status' initialisms and updated exemption threshold amounts
- Line 5: added calculation guidance
- Lines 10-14 (MET-40) and 8-14 (MET-40-NP) moved to the second page
- Line 13: bolded text
- Removed taxfiler email and phone number fields from Part IV - Signature section
- Added guidance to Mailing Instructions
TY 2026 updates to the Multnomah County Preschool for All Personal Income Tax Forms
Accessibility and Cosmetic Changes
- Demographics for both MET and MC forms
- Removed "SINGLE" and "JOINT" from Filing Status box, added initialisms instead
- Changed label on SSN field
- Added email address and DOD fields for prime/spouse
- Added Country field
- Lines 1 & 4: abbreviated Multnomah County to "MultCo"
- Line 2: changed "less" to "subtract"
- Lines 4 and 5b: replaced 'single/joint' with filing status' initialisms
- Line 5: added calculation guidance
- Lines 5a & 5b: removed "enter the balance of"
- Lines 9-14 (MC-40) moved to the second page
- Part II, lines 6-14 (MC-40-NP) moved to the second page
- Line 15: Bolded text
- Removed taxfiler email and phone number fields from Part IV - Signature section
- Added guidance to Mailing Instructions
Business Income Tax Programs
TY 2026 updates to the Metro Supportive Housing Services Business Income Tax Forms
Accessibility and Cosmetic Changes
- Demographics
- Swapped FEIN and Acct ID
- Added Country field
- Updated line 2 verbiage
- Updated line 14 verbiage
- Bold text on line 19 and 19a
TY 2026 updates to the City of Portland, Oregon/Multnomah County, Oregon Business Tax Forms
General Return Changes for all Forms
- Owner's Compensation Deduction
- The Owner's Compensation Deduction for the City of Portland will be updated in October 2026
- The Owner's Compensation Deduction for Multnomah County will be updated in October 2026
Accessibility and Cosmetic Changes
- Removed phone numbers from footer
- Bold text on the refund lines
- SP:
- Flipped SSN and Account ID fields
- Updated label for SSN and TP Name's fields
- Added email address field
- Added Country field
- Lines 19-21 moved to the second page
- Removed taxfiler email and phone number fields from Signature section
- SC, P, E, C
- Flipped FEIN and Account ID fields
- Added Country field
Other Form Changes
Form CES-2026 - Clean Energy Surcharge
Accessibility and Cosmetic Changes
- Formatted header to match BZT's, added PRO's link
- Flipped FEIN and Account ID fields
- Added Country field
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
- BIT-V
- CES-V
- HVT Schedule
- PRS Schedule
- Schedule R
- Form BRC
- Form EXT
For the current withholding and personal income taxes:
- PIT-V
- WIT-V
For the Arts Education Tax:
- ARTS2026
Tax Year 2026 Arts Education Tax for Software Developers
Draft Versions:
Tax Year 2026 Multnomah County Preschool for All Personal Income Tax Returns for Software Developers
2D barcode specifications are provided below.
The flat and fillable forms are now combined; they can be printed without any entry and will appear as the previous flat forms would, with decimals and parenthesis for handwritten returns. Additionally, the fields can be digitally entered and will accept entries and perform calculations as in previous years, and will continue to generate a 2D barcode.
Draft Versions:
Full year residents
Part-year and non-residents
Tax Year 2026 Metro Supportive Housing Services Personal Income Tax Returns for Software Developers
2D barcode specifications are provided below.
The flat and fillable forms are now combined; they can be printed without any entry and will appear as the previous flat forms would, with decimals and parenthesis for handwritten returns. Additionally, the fields can be digitally entered and will accept entries and perform calculations as in previous years, and will continue to generate a 2D barcode.
Draft Versions:
Full year residents
Part-year and non-residents
Tax Year 2026 Metro Supportive Housing Services Business Income Tax Returns for Software Developers
2D barcode specifications are provided below.
The flat and fillable forms are now combined; they can be printed without any entry and will appear as the previous flat forms would, with decimals and parenthesis for handwritten returns. Additionally, the fields can be digitally entered and will accept entries and perform calculations as in previous years, and will continue to generate a 2D barcode.
Draft Versions:
Partnerships
S corporations
C corporations
Trusts and Estates
Tax Year 2026 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.
The flat and fillable forms are now combined; they can be printed without any entry and will appear as the previous flat forms would, with decimals and parenthesis for handwritten returns. Additionally, the fields can be digitally entered and will accept entries and perform calculations as in previous years, and will continue to generate a 2D barcode.
Draft Versions:
Individuals / Sole Proprietors
Partnerships
S corporations
C corporations
Trusts and Estates
Tax Year 2026 - Other Forms and Schedules
Instructions for Form CES-2026
Will be posted in October:
HVT Schedule
PRS Schedule
Schedule R
Payment Vouchers
Developer Information
Updated 9/4/26
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
Will be posted in late October 2026.