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Last Updated: 8/2/2017

Substitute form scenario requirements

Submit five copies of the return with a completed 2017 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

In your return copies, they must include:

  • One with the checking box checked (in the banking area)
  • One with the savings box checked (in the banking area)
  • One with no checkboxes checked
  • One with all checkboxes checked
  • One with various checkboxes checked

Also include:

  • One with maximum field length data on all fields. Use more than Xs and 9s
  • One with negative figures where allowed
  • Three with variable field length data

Elements to include in voucher copies

Voucher scenarios are available on the voucher specifications documents.