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Who Needs to Submit a Letter of Intent?

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If you provide tax preparation software for any of the tax types or credits below, you must submit a 2018 Letter of Intent (LOI) to register your software:

  • Corporate Franchise Tax
  • Credit for Military Service in a Combat Zone
  • Fiduciary Income Tax
  • Individual Income Tax
  • Insurance Premium Tax
  • Partnership Tax
  • Property Tax Refund
  • S Corporation Tax

If you only reproduce any of the items below you are not required to submit an LOI:

Note: You still must follow the substitute form design specifications and submit your forms for approval.

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