The Indiana individual income tax return is electronically filed as part of the Federal/State Electronic Filing Program. All IRS requirements and procedures must be followed when developing the Indiana return. The following information, available on the IRS website, may be of particular interest to software developers:
IRS Publication 4164, “Modernized e-File (MeF) Guide for Software Developers and Transmitters” at www.irs.gov/pub/irs-pdf/p4164.pdf
IRS Tax Professionals page at www.irs.gov/for-Tax-Pros
To participate in the Indiana Electronic Filing Program, a Software Developer must be accepted into the federal program. The application to become an Authorized e-file Provider can be found on the IRS website. To participate as a Software Developer in the Indiana Electronic Filing Program, you must work with the Department to develop and test your software. This includes testing of certain forms the software must produce. Please complete Indiana’s Software Developer Registration form to register your interest with us and receive a user ID and password to access Publications. Note that each product and platform (MEF and paper) combination must be registered.
Only software packages certified by the Indiana Department of Revenue may be used to create and transmit Indiana returns. No company may advertise that a software package can be used for electronically filing Indiana returns until receiving written notice from the department stating that their software has been certified for the current tax year.
The department is currently participating in the Fed/State Electronic Filing programs under the MeF (Modernized e-File) platform. Software developers must register with the department to indicate the platforms they will support under each of their products. The department will then assign and send the developers a separate Software Developer Code for each platform they support within each of their products.
The state of Indiana requires all approved vendors to meet specific system security guidelines in order to register and certify to electronically file tax returns in Indiana.
- Publication IND 1345 - Handbook for Electronic Return Originators and Transmitters of Individual Income Tax Returns
- Publication IND 4163 - Handbook for Electronic Return Originators and Corporate Income Tax Returns
Participating developers may go to the Developers' Corner. A password is required. The password will be given to each developer only after the department has accepted them as a participating developer.
If you have questions regarding E-File software development or software testing, please e-mail the department.