Free Pub-63, 2D Barcode Layout - Utah

tax.utah.gov

Publication 63
Revised 9/24/08

Handbook for 2D Barcode Layout for Utah Individual Income Tax Returns
Utah State Tax Commission 210 North 1950 West Salt Lake City, Utah 84134 801-297-2200 1-800-662-4335 www.tax.utah.gov

2008
If you need an accommodation under the Americans with Disabilities Act, contact the Tax Commission at 801-297-3811, or TDD 801-297-2020. Please allow three working days for a response.

Contents
General Information ......................................................................... 1 2D Barcodes .................................................................................... 1 2D Barcode Returns ........................................................................ 2 Changed Returns....................................................................... 2 Amended Returns ...................................................................... 2 Where to Mail............................................................................. 2 Approval Process ............................................................................ 2 Barcode Test Checklist .............................................................. 2 Software Approval...................................................................... 2 Calendar .......................................................................................... 2 Contact Information ........................................................................ 2 Publications and Other Information ................................................. 3 Appendix A 2D Barcode Layout for Utah TC-40 (Tax Year 2008) .................. 4 Appendix B Payment Coupon Instructions .................................................. 10 Coupon Sample ....................................................................... 10

General Information
The 2005 Utah Legislature passed a bill mandating filing requirements for income tax return preparers (see Utah Code §59-10-514.1). This bill requires tax return preparers to file Utah individual income tax returns one of two ways: 1. Electronically. 2. If by paper, with a 2D bar code containing the return data. Amended and prior-year returns are not subject to this requirement. The mandate applies to individuals or firms who prepare more than 100 Utah individual income tax returns per year. There are three exceptions to this provision: 1. The return is filed with a required schedule that cannot be transmitted electronically or included in the 2D bar code. 2. The taxpayer completes form TC-831 (or equivalent), requesting his/her return not be filed electronically or with a 2D bar code. 3. The Tax Commission waives the requirement, finding it places an "undue hardship" on the preparer. Find more information on the mandate online at tax.utah.gov/taxpros/mandate.

2D Barcodes
A 2D barcode is a rectangular pattern of lines and dots containing data in a format that can be scanned by optical equipment. The standard 2D barcode used in the tax industry and by Utah is the PDF417 barcode. It can contain up to 1,800 ASCII characters in up to 34 columns of 90 rows each. When printed, the barcode looks like this:

Most laser and inkjet printers can print 2D barcodes, but older, dot-matrix printers typically do not print the barcode clearly enough to be read. Software that includes 2D barcode technology must print the barcode at the top right side of page 1 of form TC-40, Utah Individual Income Tax Return.

If the 2D barcode is not approved, we will identify the problems and help you correct them. Once the errors have been corrected, you must resubmit the tests. If the 2D barcode is approved, we will notify you by fax or email. If you have not given a fax number or email address, a written approval will be mailed. Use of non-compliant or unapproved 2D barcode returns may result in the Tax Commission notifying the developer, user and/or taxpayer, instructing them to re-file on official forms or approved substitutes.

2D Barcode Returns
Changed Returns
Changes made to a return after printing will not be reflected in the 2D barcode. If you make changes to a 2D barcode return after printing it with the barcode: 1. Print the return again with the corrected 2D barcode, or 2. If the return cannot be reprinted, clearly mark the changes on the return and cross out the 2D barcode with a wide, black marker.

Barcode Test Checklist
When submitting 2D barcode tests for approval, remember: · Be sure to include 10 separate 2D barcode returns with different variable data. · Verify your four-digit vendor code (or vendor name) is printed on each form. · Your form design must conform to the standards outlined in Pub 99. · Include your company contact person's name, address and telephone number with your submission.

Amended Returns
Amended returns may be submitted with a 2D barcode that contains the changed/corrected data.

Where to Mail
Mail 2D barcode returns to the same address as regular, non-barcode returns. Refund returns: Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134-0260 All other returns and payments: Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134-0266

Software Approval
The Tax Commission does not review, test or approve the logic of software programs or confirm the calculations entered on substitute forms with software programs. The accuracy of these programs is the responsibility of the developer, distributor and user.

Calendar
The following dates have been set by the Tax Commission with regard to processing 2008 Utah individual income tax barcode returns. Dates are projected and subject to change. Oct. 20, 2008 Oct. 22, 2008 Jan. 2, 2009 Release projected final version of form TC-40. Begin testing 2D barcode TC-40 returns. Begin processing 2D barcode TC-40 returns.

Approval Process
You must submit one blank form to the Tax Commission for form design approval. See Pub 99, Guidelines for Substitute and Copied Utah Tax Forms. In addition, you must submit 10 separate 2D barcode test returns for barcode testing on Tax Commission equipment. The test returns must be printed with your return software and sent by mail. Faxed and email tests are not accepted. The data included in the 2D barcode must exactly match what is printed on the TC-40. Submit 2D barcode tests to: Jim McNair, 2D Barcode Coordinator Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134 Telephone: 801-297-7618 NOTE: If sending your tests by a private carrier (FedEx, UPS, etc.) use ZIP Code 84116 to avoid extra costs and/or delivery delays. The 84134 ZIP Code is for U.S. Postal Service mail only.

Contact Information
2D Barcode Specifications and Testing
Jim McNair Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134 Telephone: 801-297-7618 1-800-662-4335 ext. 7618 (outside Salt Lake) Fax: 801-297-7698 Email: [email protected]

Substitute Utah Forms Approval
Warren Webb Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134-3400 Telephone: 801-297-7715 1-800-662-4335 ext. 7715 (outside Salt Lake) Fax: 801-297-3502 Email: [email protected]

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General Information/Taxpayer Assistance
801-297-2200 1-800-662-4335 (outside the Salt Lake area) www.tax.utah.gov

Publications and Other Information
To learn more about filing Utah income tax returns, find the following publications online at tax.utah.gov/forms: · Pub 59, Utah Handbook for Electronic Filers of Utah Individual Income Tax Returns · Pub 59-PATS, Tests for Electronic Filing · Pub 63, Utah Handbook for 2D Barcode Layout for Utah Individual Income Tax Returns · Pub 63-A, 2D Barcode Return Tests · Pub 99, Guidelines for Substitute and Copied Utah Tax Forms · TC-40, Individual Income Tax Return and Instructions Draft versions of the forms and publications can be downloaded from tax.utah.gov/forms/finals/release.html.

Electronic Filing System Assistance
Doug Hansen Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134 Telephone: 801-297-7575 1-800-662-4335 ext. 7575 (outside Salt Lake) Fax: 801-297-7698 Email: [email protected]

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Appendix A
2D Barcode Layout for Utah TC-40 (Tax Year 2008)
The following is the layout for the 2D barcode. Each field is terminated with a carriage return / line feed. If there is no data for a field, just insert the carriage return. Null characters are not allowed in any fields. Maximum size for the 2D barcode is 1800 printable ASCII characters.

No. Header Information
1 2 Header version number Developer code

Max. Data Length Type Comments
2 4 A/N N Current value is "T1" As assigned by NACTP

· · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

No. State Specific Data
3 4 5 6 Jurisdiction Description Specification version Software/Form version

Max. Data Length Type Comments
2 6 10 10 A/N A/N A/N A/N Allowable value: "UT" Allowable value: "4TC-40" Must contain the value "2008.01.00" (must be fixed length of ten characters) Version used to produce the barcode (defined by vendor). Acceptable value established during vendor testing (must be a fixed length of ten characters, including spaces).

· · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

No. Return Line Identifier
7 Filing period to date

Return Line No.

Max. Data Length Type Comments
4 N MMYY ­ must be 4 numeric digits, no spaces. If filing period is the 2008 calendar year, enter "1208". For fiscal filing period, enter the ending month and two-digit year of the filing period. "X" if box is checked; otherwise blank Allowable values: blank, 1, 2, 3, 4, or 5 "X" if box is checked; otherwise blank "X" if box is checked; otherwise blank Must contain 9 numeric digits Must contain one space between first name and middle initial. No punctuation or numeric characters allowed. Required. No punctuation or numeric characters allowed, except apostrophes or hyphens. If value entered, must contain 9 numeric digits Must contain one space between first name and middle initial. No punctuation or numeric characters allowed. Required if married joint or separate return. No punctuation or numeric characters allowed, except apostrophes or hyphens. Street address line 1 Street address line 2 Use standard postal state abbreviation

8 9 10 11 12 13

Form 8886 checkbox Amended return code Taxpayer deceased code Spouse deceased code Taxpayer SSN Taxpayer first name & middle initial

1 1 1 1 9 15

A/N N A/N A/N N A/N

14 15 16

Taxpayer last name Spouse SSN Spouse first name & middle initial

15 9 15

A/N N A/N

17

Spouse last name

15

A/N

18 19 20 21 22 23 24 25 26 27

Address ­ line 1 Address ­ line 2 City / foreign city State Zip code Plus 4 Foreign country Telephone number Filing status Taxpayer exemption 1 2a

35 35 15 2 5 4 15 10 1 1

A/N A/N A/N A/N N N A/N N A/N N

Include area code; no punctuation allowed 1, 2, 3, 4, 5, or 9 0 or 1

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28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78

Spouse exemption Dependent exemptions Total exemptions Election campaign fund ­ taxpayer Election campaign fund ­ spouse Federal adjusted gross income Additions to income ­ TC-40A, Pt 1 Deductions from income ­ TC-40, Pt 2 Utah taxable income Exempt from Utah tax checkbox Tax calculation Personal exemptions amount Standard or itemized deductions State income tax deducted on Sch A Initial taxpayer tax credit Phase-out base amount Phase-out amount Taxpayer tax credit Utah income tax Apport NR cr ­ TC-40A, Part 3 Res or nonres tax Nonapport NR cr ­ TC-40A, Part 4 Contributions code (1) Contributions amount (1) Contributions school district code (1) Contributions code (2) Contributions amount (2) Contributions school district code (2) Contributions code (3) Contributions amount (3) Contributions school district code (3) Contributions code (4) Contributions amount (4) Contributions school district code (4) Contributions code (5) Contributions amount (5) Contributions school district code (5) Amended return ­ refund Recapture of low-income housing cr Utah use tax Utah tax withheld Credit for Utah tax prepaid Nonres w/h ­ TC-40W, Part 3 Mineral w/h ­ TC-40W, Part 2 Amended return ­ previous payment Refundable cr ­ TC-40A, Part 5 Tax due Pay this amount Refund Refund applied to next year Direct deposit ­ routing number

2b 2c 2d 3 3 4 5 7 8 9 10 11 12 14 16 17 19 20 21 22 24 25 27a 27a 27a 27b 27b 27b 27c 27c 27c 27d 27d 27d 27e 27e 27e 28 29 30 32 33 34 35 36 37 39 41 42 43 44

1 2 2 1 1 11 11 11 11 1 9 9 9 9 9 9 9 9 9 9 9 9 2 9 2 2 9 2 2 9 2 2 9 2 2 9 2 9 9 9 9 9 9 9 9 9 9 9 11 11 9

N N N A/N A/N N N N N A/N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N

0 or 1 00 through 99 00 through 99 C, D, L, R, or N C, D, L, R, or N Whole dollars only; or 0 Whole dollars only; or 0 Whole dollars only, or 0 Whole dollars only, or 0 X if box checked, otherwise blank Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Blank, 01 - 03, 05, or 09 (must be two digits) Whole dollars only, or 0 Blank, 01 - 41 (must be two digits) Blank, 01 - 03, 05, or 09 (must be two digits) Whole dollars only, or 0 Blank, 01 - 41 (must be two digits) Blank, 01 - 03, 05, or 09 (must be two digits) Whole dollars only, or 0 Blank, 01 - 41 (must be two digits) Blank, 01 - 03, 05, or 09 (must be two digits) Whole dollars only, or 0 Blank, 01 - 41 (must be two digits) Blank, 01 - 03, 05, or 09 (must be two digits) Whole dollars only, or 0 Blank, 01 - 41 (must be two digits) Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Whole dollars only, or 0 Allowable values in first two positions: 01 - 12, 21 - 32; must be 9 digits. Must be blank if account type checkboxes are blank. Must be blank if account type checkboxes are blank. May contain up to 17 digits (must be leftjustified). Leading zeroes are acceptable if part of account number.

79

Direct deposit ­ account number

44

17

N

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80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130

Checking account checkbox Savings account checkbox Designee PIN Preparer's SSN or PTIN Preparer's EIN Additions to income code (1) Additions to income amount (1) Additions to income code (2) Additions to income amount (2) Additions to income code (3) Additions to income amount(3) Additions to income code (4) Additions to income amount(4) Additions to income code (5) Additions to income amount(5) Deduction from income code (1) Deduction from income amount (1) Deduction from income code (2) Deduction from income amount (2) Deduction from income code (3) Deduction from income amount (3) Deduction from income code (4) Deduction from income amount (4) Deduction from income code (5) Deduction from income amount (5) Native Amer enroll no. ­ taxpayer Native Amer tribe no. ­ taxpayer Native Amer enroll no. ­ secondary Native Amer tribe no. ­ secondary Apportion NR credit code (1) Apportion NR credit amount (1) Apportion NR credit code (2) Apportion NR credit amount (2) Apportion NR credit code (3) Apportion NR credit amount (3) Apportion NR credit code (4) Apportion NR credit amount (4) Apportion NR credit code (5) Apportion NR credit amount (5) Retirement checkbox ­ taxpayer Retirement checkbox ­ spouse Nonapportion NR credit code (1) Nonapportion NR credit amount (1) Nonapportion NR credit code (2) Nonapportion NR credit amount (2) Nonapportion NR credit code (3) Nonapportion NR credit amount (3) Nonapportion NR credit code (4) Nonapportion NR credit amount (4) Nonapportion NR credit code (5) Nonapportion NR credit amount (5) Refundable credit code (1)

34 34 Signature block Signature block Signature block TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 1 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, Part 2 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, part 3 TC-40A, Part 3 TC-40A, Part 3 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 4 TC-40A, part 5

1 1 5 9 9 2 9 2 9 2 9 2 9 2 9 2 9 2 9 2 9 2 9 2 9 9 1 9 1 2 9 2 9 2 9 2 9 2 9 1 1 2 9 2 9 2 9 2 9 2 9 2

A/N A/N A/N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N A/N A/N N N N N N N N N N N N

X if box checked, otherwise blank X if box checked, otherwise blank Allow alpha, numbers or spaces. Space fill if not all 5 characters used. If value entered, must contain 9 digits If value entered, must contain 9 digits Blank, 51, 53 - 57, 60, 61, or 69 Whole dollars only, or 0 Blank, 51, 53 - 57, 60, 61, or 69 Whole dollars only, or 0 Blank, 51, 53 - 57, 60, 61, or 69 Whole dollars only, or 0 Blank, 51, 53 - 57, 60, 61, or 69 Whole dollars only, or 0 Blank, 51, 53 - 57, 60, 61, or 69 Whole dollars only, or 0 Blank, 71, 77 - 80, 82, or 85 Whole dollars only, or 0 Blank, 71, 77 - 80, 82, or 85 Whole dollars only, or 0 Blank, 71, 77 - 80, 82, or 85 Whole dollars only, or 0 Blank, 71, 77 - 80, 82, or 85 Whole dollars only, or 0 Blank, 71, 77 - 80, 82, or 85 Whole dollars only, or 0 Must contain 9 digits, or blank Blank, 1 - 6 Must contain 9 digits, or blank Blank, 1 - 6 Blank, 04, 18, 20, or 22 (must be two digits) Whole dollars only, or 0 Blank, 04, 18, 20, or 22 (must be two digits) Whole dollars onl, or 0 Blank, 04, 18, 20, or 22 (must be two digits) Whole dollars only, or 0 Blank, 04, 18, 20, or 22 (must be two digits) Whole dollars only, or 0 Blank, 04, 18, 20, or 22 (must be two digits) Whole dollars only, or 0 Blank, or X if box checked Blank, or X if box checked Blank, 01 - 03, 05 - 08, 10 - 13, 17, 19 or 21 (must be two digits) Whole dollars only, or 0 Blank, 01 - 03, 05 - 08, 10 - 13, 17, 19 or 21 (must be two digits) Whole dollars only, or 0 Blank, 01 - 03, 05 - 08, 10 - 13, 17, 19 or 21 (must be two digits) Whole dollars only, or 0 Blank, 01 - 03, 05 - 08, 10 - 13, 17, 19 or 21 (must be two digits) Whole dollars only, or 0 Blank, 01 - 03, 05 - 08, 10 - 13, 17, 19 or 21 (must be two digits) Whole dollars only, or 0 Blank, 39 - 41, or 47 - 48

63

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132 133 134 135 136 137 138 139 140 141 142 143

Refundable credit amount (1) Refundable credit code (2) Refundable credit amount (2) Refundable credit code (3) Refundable credit amount (3) Refundable credit code (4) Refundable credit amount (4) Refundable credit code (5) Refundable credit amount (5) Nonresident checkbox Part-year resident checkbox Total Utah income column A

TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40A, part 5 TC-40B TC-40B

9 2 9 2 9 2 9 2 9 1 1

N N N N N N N N N A/N A/N N

Whole dollars only, or 0 Blank, 39 - 41, or 47 - 48 Whole dollars only, or 0 Blank, 39 - 41, or 47 - 48 Whole dollars only, or 0 Blank, 39 - 41, or 47 - 48 Whole dollars only, or 0 Blank, 39 - 41, or 47 - 48 Whole dollars only, or 0 Blank or X Blank or X Whole dollars only, or 0. Must contain zero if both non- and part-year resident boxes are blank. Whole dollars only, or 0. Must contain zero if both non- and part-year resident boxes are blank. Whole dollars only, or 0. Must contain zero if both non- and part-year resident boxes are blank.

TC-40B, line 32a 11

144

Total federal income column B

TC-40B, line 32b 11

N

145

Non or PY resident tax calculation

TC-40B, line 35

9

N

· · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

No. Form W-2 / 1099 Data
146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 #1 W-2/1099 ­ Taxpayer ID #1 W-2/1099 ­ Employer EIN or payer ID #1 W-2/1099 ­ Utah wages or taxable amount #1 W-2/1099 ­ Utah tax withheld #1 W-2/1099 ­ Employer Utah ID #1 W-2/1099 ­ Spouse indicator #1 W-2/1099 ­ Type indicator #2 W-2/1099 ­ Taxpayer ID #2 W-2/1099 ­ Employer EIN or payer ID #2 W-2/1099 ­ Utah wages or taxable amount #2 W-2/1099 ­ Utah tax withheld #2 W-2/1099 ­ Employer Utah ID #2 W-2/1099 ­ Spouse indicator #2 W-2/1099 ­ Type indicator #3 W-2/1099 ­ Taxpayer ID #3 W-2/1099 ­ Employer EIN or payer ID #3 W-2/1099 ­ Utah wages or taxable amount #3 W-2/1099 ­ Utah tax withheld #3 W-2/1099 ­ Employer Utah ID #3 W-2/1099 ­ Spouse indicator #3 W-2/1099 ­ Type indicator #4 W-2/1099 ­ Taxpayer ID #4 W-2/1099 ­ Employer EIN or payer ID #4 W-2/1099 ­ Utah wages or taxable amount #4 W-2/1099 ­ Utah tax withheld #4 W-2/1099 ­ Employer Utah ID #4 W-2/1099 ­ Spouse indicator #4 W-2/1099 ­ Type indicator #5 W-2/1099 ­ Taxpayer ID #5 W-2/1099 ­ Employer EIN or payer ID

Max. Data Length Type Comments (see NOTE 3)
9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank

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176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226

#5 W-2/1099 ­ Utah wages or taxable amount #5 W-2/1099 ­ Utah tax withheld #5 W-2/1099 ­ Employer Utah ID #5 W-2/1099 ­ Spouse indicator #5 W-2/1099 ­ Type indicator #6 W-2/1099 ­ Taxpayer ID #6 W-2/1099 ­ Employer EIN or payer ID #6 W-2/1099 ­ Utah wages or taxable amount #6 W-2/1099 ­ Utah tax withheld #6 W-2/1099 ­ Employer Utah ID #6 W-2/1099 ­ Spouse indicator #6 W-2/1099 ­ Type indicator #7 W-2/1099 ­ Taxpayer ID #7 W-2/1099 ­ Employer EIN or payer ID #7 W-2/1099 ­ Utah wages or taxable amount #7 W-2/1099 ­ Utah tax withheld #7 W-2/1099 ­ Employer Utah ID #7 W-2/1099 ­ Spouse indicator #7 W-2/1099 ­ Type indicator #8 W-2/1099 ­ Taxpayer ID #8 W-2/1099 ­ Employer EIN or payer ID #8 W-2/1099 ­ Utah wages or taxable amount #8 W-2/1099 ­ Utah tax withheld #8 W-2/1099 ­ Employer Utah ID #8 W-2/1099 ­ Spouse indicator #8 W-2/1099 ­ Type indicator #9 W-2/1099 ­ Taxpayer ID #9 W-2/1099 ­ Employer EIN or payer ID #9 W-2/1099 ­ Utah wages or taxable amount #9 W-2/1099 ­ Utah tax withheld #9 W-2/1099 ­ Employer Utah ID #9 W-2/1099 ­ Spouse indicator #9 W-2/1099 ­ Type indicator #10 W-2/1099 ­ Taxpayer ID #10 W-2/1099 ­ Employer EIN or payer ID #10 W-2/1099 ­ Utah wages or taxable amount #10 W-2/1099 ­ Utah tax withheld #10 W-2/1099 ­ Employer Utah ID #10 W-2/1099 ­ Spouse indicator #10 W-2/1099 ­ Type indicator #11 W-2/1099 ­ Taxpayer ID #11 W-2/1099 ­ Employer EIN or payer ID #11 W-2/1099 ­ Utah wages or taxable amount #11 W-2/1099 ­ Utah tax withheld #11 W-2/1099 ­ Employer Utah ID #11 W-2/1099 ­ Spouse indicator #11 W-2/1099 ­ Type indicator #12 W-2/1099 ­ Taxpayer ID #12 W-2/1099 ­ Employer EIN or payer ID #12 W-2/1099 ­ Utah wages or taxable amount #12 W-2/1099 ­ Utah tax withheld

11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11

N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N

Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0

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227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250

#12 W-2/1099 ­ Employer Utah ID #12 W-2/1099 ­ Spouse indicator #12 W-2/1099 ­ Type indicator #13 W-2/1099 ­ Taxpayer ID #13 W-2/1099 ­ Employer EIN or payer ID #13 W-2/1099 ­ Utah wages or taxable amount #13 W-2/1099 ­ Utah tax withheld #13 W-2/1099 ­ Employer Utah ID #13 W-2/1099 ­ Spouse indicator #13 W-2/1099 ­ Type indicator #14 W-2/1099 ­ Taxpayer ID #14 W-2/1099 ­ Employer EIN or payer ID #14 W-2/1099 ­ Utah wages or taxable amount #14 W-2/1099 ­ Utah tax withheld #14 W-2/1099 ­ Employer Utah ID #14 W-2/1099 ­ Spouse indicator #14 W-2/1099 ­ Type indicator #15 W-2/1099 ­ Taxpayer ID #15 W-2/1099 ­ Employer EIN or payer ID #15 W-2/1099 ­ Utah wages or taxable amount #15 W-2/1099 ­ Utah tax withheld #15 W-2/1099 ­ Employer Utah ID #15 W-2/1099 ­ Spouse indicator #15 W-2/1099 ­ Type indicator

6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1 9 9 11 11 6 1 1

A/N A/N N N N N N A/N A/N N N N N N A/N A/N N N N N N A/N A/N N

Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2 Must contain 9 digits, or blank Must contain 9 digits, or blank Whole dollars only, or 0 Whole dollars only, or 0 Utah employer ID number (spaces if not available) X if checkbox checked, otherwise blank W-2 = 1; 1099 = 2

· · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

No. Form TC-675R
251 252 253 254 255 256 257 258 #1 TC-675R ­ Payer ID #1 TC-675R ­ Utah tax withheld #1 TC-675R ­ Utah account number #1 TC-675R ­ Spouse indicator #2 TC-675R ­ Payer ID #2 TC-675R ­ Utah tax withheld #2 TC-675R ­ Utah account number #2 TC-675R ­ Spouse indicator

Max. Data Length Type Comments (see NOTE 4)
9 11 6 1 9 11 6 1 N N A/N A/N N N A/N A/N Must contain 9 digits, or blank Whole dollars only Utah producer account number (spaces not available) X if checkbox checked, otherwise blank Must contain 9 digits, or blank Whole dollars only Utah producer account number (spaces not available) X if checkbox checked, otherwise blank

··································································· Max. Data Length Type Comments (see NOTE 4)
9 11 1 9 11 1 N N A/N N N A/N Must contain 9 digits, or blank Whole dollars only X if checkbox checked, otherwise blank Must contain 9 digits, or blank Whole dollars only X if checkbox checked, otherwise blank

No. Schedule K-1
259 260 261 262 263 264 #1 Sch K-1 ­ Federal EIN #1 Sch K-1 ­ Utah tax withheld #1 Sch K-1 ­ Spouse indicator #2 Sch K-1 ­ Federal EIN #2 Sch K-1 ­ Utah tax withheld #2 Sch K-1 ­ Spouse indicator

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No. Trailer Information
265 End of data

Max Data Length Type Comments
5 A/N Allowable value: "*EOD*"

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NOTE 1: Negative values in numeric fields must be represented with a trailing minus sign following the numeric digits in the field. NOTE 2: Alphabetic characters in alphanumeric fields are always UPPER CASE. NOTE 3: The following rule applies to W-2/1099 fields: For each W-2/1099 field group (groups #1 through #15), if a group is unused, all the fields in the group must contain a carriage return. Otherwise, all fields in the group must contain data as described in the Comments column. Do not include non-Utah W-2/1099 data in these fields. Form 1099 data should only be reported if there is Utah withholding tax on the form. NOTE 4: The following rule applies to TC-675R and Schedule K-1 fields: For each TC-675R and Schedule K-1 field group (groups #1 and #2), if a group is unused, all the fields in the group must contain a carriage return. Otherwise, all fields in the group must contain data as described in the Comments column. TC-675R and Schedule K-1 data should only be reported there is Utah withholding tax on the form.

Appendix B
Payment Coupon Instructions
Prepare a payment coupon, form TC-547, for all balancedue returns filed electronically or with a 2D barcode. The taxpayer sends the coupon with his/her payment to the Tax Commission by the April 15 due date. NOTE: If the return was filed electronically, a paper copy of the return MUST NOT be submitted with the coupon and payment. The coupon does not include a scanline or barcode and does not need to be submitted to the Tax Commission for testing. Find the payment coupon online at tax.utah.gov/forms/current/tc-547, or see the sample below. Print the coupon on the bottom-third of the page, with a 11/8 inch margin at the bottom. It is not necessary to print the top portion of the page containing the instructions. The coupon and payment are mailed to: Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134-0266

Coupon Sample

TC-547 Individual Income Tax Mail to: Utah State Tax Commission, 210 N 1950 W, SLC UT 84134-0266 Rev. 9/08 Social Security no. Return Payment Coupon Primary taxpayer name I I Tax year ending Social Security no. T Secondary taxpayer name 0 USTC Use Only 0 Address 4 State Zip code
City

Payment amount enclosed $

00

Make check or money order payable to the Utah State Tax Commission. Do not send cash. Do not staple check to coupon. Detach check stub.

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