Here is some detailed information for tax professionals for filing and paying your clients’ taxes using the Vermont-IRS Modernized e-File (MeF) system.
MeF Filing of Tax Returns for Individuals, Corporate and Business Income Taxes, and Fiduciary Taxes
Vermont tax returns for individuals, corporate and business income, and fiduciary should be filed electronically, using the software of Vermont-certified e-file commercial vendors, although paper filing is an option. Vermont participates in the IRS electronic filing program. The Vermont-IRS Modernized e-File (MeF) system program works best when the federal and state returns are filed together in one transmission to the IRS. The state return is available to Vermont after the IRS accepts the federal return.
What are the tax filing procedures for authorized Electronic Return Originators (EROs) of Vermont tax returns?
The general filing procedures for electronic tax returns are as follows:
- Use tax preparation software approved for use in the Federal/State Electronic Filing Program and Vermont-approved software
- Use the most current version of a vendor’s software
- Comply with all requirements and specifications contained in the Vermont MeF E-File Handbooks:
Throughout the year, multiple versions of these documents may be used at the same time. This is why special attention should be paid to the Release memo issue date and the projected start and end dates.
Tax Year 2023
| Type | Release Date |
|---|---|
| Handbook on Corporate & Business Income Tax Modernized e-File (MeF) for Tax Year 2023 | October 30, 2023 |
| Handbook on Fiduciary Income Tax Modernized e-File (MeF) for Tax Year 2023 | October 30, 2023 |
| Handbook on Individual Income Tax Modernized e-File (MeF) for Tax Year 2023 | November 21, 2023 |
How Vermont Certifies Vendors of E-Filing Software and Paper Tax Forms
Vermont certifies vendors of both electronic software and paper tax forms. In accordance with the National Association of Computer Tax Processors Tax Form Design Standards and Guidelines, tax departments are instructed to limit form approval to the appearance of the form, placement, and formatting of data, and the ability of the department to process the form. Checking the accuracy of data calculation is not a part of the form approval process.
| Type | Release Date |
|---|---|
| Tax Year 2023 Filing Season Certified E-File Vendors | March 19, 2024 |
| Tax Year 2023 Filing Season Certified Vendors for Paper Filing | March 19, 2024 |
How Do I Learn About and Report Tax Preparation Software Errors?
Review our catalog of reported software issues:
- No Reported Software Issues
Reporting Known Tax Preparation Software Errors
Report
Review the procedure for reporting software errors to learn what to do when you find an error in tax preparation software and how to keep up to date with known software errors and vendor patches.
Download
Be Sure to Use Corrected Software Patches
Please download software patches where the vendor has fixed an error. Many times, a software vendor will patch a known problem. However, this solution is only effective if downloaded by the software user.