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Last Updated: 8/6/2018

Substitute form scenario requirements

Submit three copies of the return with a completed 2018 Transmittal for Substitute Form Approval. Each copy of the return should include separate scenarios for each filing type. For example, married or filing separate and different checkboxes. Also, the returns should use fictitious names, ID numbers, and addresses.

Elements to include in return copies

The elements below apply to the following returns:

  • For individuals: Individual Income Tax and Property Tax Refund
  • For businesses: M2, M3, M4, and M8

Include one of each of the following scenarios in your submission:

  • Maximum field length data on all fields, all checkboxes marked, and only the checking account box marked in the banking section. Use more than Xs and 9s.
  • Negative values (where allowed), no checkboxes marked, and only the savings account box marked in the banking section.
  • Variable field data and various checkboxes marked.

Elements to include in voucher copies

Voucher scenarios are available on the voucher specifications documents.