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Tax Software Developer Resources

Information
A collection of resources for tax software developers for review of forms for inclusion in their tax software products.
On this page

Tax Year 2023

We opened for e-filing submissions on Monday, January 29, 2024. We began accepting all test submissions on Monday, November 20, 2023. 

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.

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

Draft forms will be posted on this page when they are completed.

Final versions of the forms will be posted after the relevant federal and Oregon tax forms are finalized to ensure that line number references are correct. This generally occurs in mid to late January. Final forms will be posted below when they are completed. Developers can check this page periodically to find out the status of our forms.


What's New for Tax Year 2023?

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.

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.

Personal Income Tax Programs

TY 2023 updates to the Metro Supportive Housing Services Personal Income Tax Forms

General Return Changes for all Forms
  1. New check box for actual method for PTI, located in Sched PTI for MET40 and MET40NP.
  2. Pass-through income modifications is now 'previously taxed income modifications'.
    • Pass-through entity is now 'previously taxed entity'.
  3. Added verbiage for state and federal forms under Metro Taxable Income section:
    • "Attach required federal and Oregon tax pages. See instructions."
  4.  Credit (refund/CCF) line:
    • Changed verbiage to "Enter the amount from line x you want (the selection is irrevocable)".
    • "Applied to tax year YYYY" is now "Applied as an estimated payment to the next open tax year".
  5. Preparer's phone number is now  preparer's license number.
  6. Added labels to the columns in Schedule WH indicating which box of the W-2 they need to enter.
Accessibility and Cosmetic Changes
  • None

TY 2023 updates to the Multnomah County Preschool for All Personal Income Tax Forms

General Return Changes for all Forms
  • New check box for actual method for PTI, located in Sched PTI for MC40 and MC40NP.
  • Pass-through income modifications is now 'previously taxed income modifications'.
    • Pass-through entity is now 'previously taxed entity'.
  • Added verbiage for state and federal forms under Metro Taxable Income section:
    • "Attach required federal and Oregon tax pages. See instructions."
  •  Credit (refund/CCF) line:
    • Changed verbiage to "Enter the amount from line x you want (the selection is irrevocable)".
    • "Applied to tax year YYYY" is now "Applied as an estimated payment to the next open tax year".
  • Preparer's phone number is now  preparer's license number.
  • Added labels to the columns in Schedule WH indicating which box of the W-2 they need to enter
Accessibility and Cosmetic Changes
  • None

Business Income Tax Programs

TY 2023 updates to the Metro Supportive Housing Services Business Income Tax Forms

General Return Changes for all Forms
  1. New line: "Non-business income subtraction"
    • All METBIT forms, line 7
  2. New line: "Add-back of non-business income allocated to Metro"
    • All METBIT forms, line 10
  3. New line: "Total business income taxable to Metro"
    • All METBIT Forms, line 11
  4. Preparer's phone number is now  preparer's license number on METBIT forms.
  5. Credit (refund/CCF) line, all METBIT forms:
    • Changed verbiage to "Enter the amount from line x you want (the selection is irrevocable)"
    • "Applied to tax year YYYY" is now "Applied as an estimated payment to the next open tax year".
Accessibility and Cosmetic Changes
  • None
2023 METBIT-20
  • New check box: "Actual PTI modification election"
2023 METBIT-65
  • New check box: "Actual PTI modification election"

TY 2023 updates to the City of Portland, Oregon/Multnomah County, Oregon Business Tax Forms

General Return Changes for all Forms
  1. New line: "Add-back of non-business income allocated to MC/CP/Metro"
    • Form SP: lines 19, 29
    • Form C, P, SC: lines 17, 27
    • Form E: lines 14, 22
  2. New line: "Total business income taxable to MC/CP/Metro"
    • Form SP: lines 20, 30
    • Form C, P, SC: lines 18, 28
    • Form E: lines 15, 23
  3. New line: "Downtown Business Incentive (DBI) credit"
    • Form SP: line 34
    • Form C, P, SC: line 32
    • Form E: line 27
  4. Preparer's phone number is now  preparer's license number on BZT forms.
  5. Additional attestation for DBI in the signature section (all BZT forms).
  6. Credit (refund/CCF) line (all BZT forms):
    • Changed verbiage to "Enter the amount from line x you want (the selection is irrevocable)"
    • "Applied to tax year YYYY" is now "Applied as an estimated payment to the next open tax year".
  7. Owner's Compensation Deduction
    • The Owner's Compensation Deduction for the City of Portland has been increased to $152,500 per owner/partner/shareholder.
    • The Owner's Compensation Deduction for Multnomah County has been increased to $150,000 per owner/partner/shareholder. 
Accessibility and Cosmetic Changes
  • None
SC-2023 Form Changes 

New check box: "Actual PTI modification election" in MC section

P-2023 Form Changes

New check box: "Actual PTI modification election" in MC section

Other Form Changes
Form CES-2023 - Clean Energy Surcharge

Credit (refund/CCF) line:

  • Changed verbiage to "Enter the amount from line x you want (the selection is irrevocable)"
  • "Applied to tax year YYYY" is now "Applied as an estimated payment to the next open tax year".
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
  • CES-V
  • HVT
  • PRS Schedule
  • Schedule R
  • Form BRC
  • Form BZT EXT 
  • Form BIT EXT

For the Arts Tax:

  • ARTS2023

Testing Timelines

We plan to launch our full 2D barcode testing process on 11/20/2023 to allow ample time to test your submissions and get the feedback to you in a timely manner. Earlier submissions will be accepted and will be the first to receive testing results. Please send questions regarding developer support and testing processes to PortlandTaxForms@portlandoregon.gov.


Tax Year 2023 Multnomah County Preschool for All Personal Income Tax Returns for Software Developers

2D barcode specifications are provided below.

Final Versions:

Full year residents

Part-year and non-residents

Fillable 2023 Multnomah County Preschool for All Personal Income Tax Returns for Calculation Testing


Tax Year 2023 Metro Supportive Housing Services Personal Income Tax Returns for Software Developers

2D barcode specifications are provided below.

Final Versions:

Full year residents

Part-year and non-residents

Fillable 2023 Metro Supportive Housing Services Personal Income Tax Returns for Calculation Testing


Tax Year 2023 Metro Supportive Housing Services Business Income Tax Returns for Software Developers

2D barcode specifications are provided below.

Final Versions:

Partnerships

S corporations

C corporations

Trusts and Estates

Fillable 2023 Metro Supportive Housing Services Business Income Tax Returns for Calculation Testing


Tax Year 2023 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.

Final Versions:

Individuals / Sole Proprietors

Partnerships

S corporations

C corporations

Trusts and Estates

Fillable 2023 Business Tax Returns and Forms for Calculation Testing


Tax Year 2023 - Other Forms and Schedules


Developer Information

2D Barcode specs last updated: 11/16/2023  

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

Contact

Portland Tax Forms Vendor Support