Software Developers Guide - General Information
Timeliness of filing
Wisconsin uses the ElectronicPostmark for determining the timeliness of return, as long as the submission is actually received by the department within five days.
Rejected Returns - Perfection Period
Wisconsin follows the IRS. If a timely submitted return is rejected, but corrected, resubmitted and accepted within 10 days, the resubmitted return will be considered timely.
Payment and refund options: We offer refund direct deposit capabilities and multiple options for making payments.
- Include direct debit information along with your electronic return. You may warehouse this payment until the due date of the return.
- We offer credit card payments through our vendor site.
- Debit payments at our web site through My Tax Account.
- ACH Credit
- We provide specifications for a vendor generated payment voucher for use with a paper check.
- Option to pay by check using Corporation Electronic Payment Voucher.
Zero or Blank Fields - You do not need to transmit any optional element that has a zero or is blank. Send data elements only if they contain data values. Do not send empty data elements (i.e., zero financial fields, unused elements, etc.).
Type of Filings Accepted
Fed/State (Linked), State-Only (Unlinked). Wisconsin will accept both linked and unlinked returns. A complete copy of the federal return is required in either case.
Decimal Places for Ratios
All decimal and percent fields are defined as Decimal99Type, however most of our instructions say to carry to 6 places to the right of the decimal. Fields that appear on the form as percent are defined as Decimal99Type and should be converted to decimal even where the value is displayed as a percent on the paper form. Ratios and percentages will use a single position in front of the decimal and up to 8 decimal places. Examples: 100% = 1.00000000 37.3% = .37333333
Handling of Attachments
PDF Requirements vs. WR-A. We do not require any PDF attachments. However, there may be circumstances where we do require additional information as part of the return. Examples could be supporting documents or third party documentation to support a credit. There are options for submitting this required information. One option is PDF attachments. The other option is mailing the paper documents to the department with a form WR-A cover form.
Use of PDF Attachments for Unsupported Credit Schedules
If you do not support a credit schedule in XML, you may submit that credit schedule as a PDF attachment. Obviously your tax preparation software must support the proper preparation of the credit schedule and its inclusion in a return. We would prefer that you submit the credit schedule data in XML format, but realize that some credit schedules have relatively low volume and would prefer to receive the return electronically with PDF documents rather than excluding those taxpayers from electronic filing (note that some returns are mandated to be electronically filed). The ability to use PDF attachments of unsupported credit schedules applies to Corp and Partnership MeF returns only, it does not apply to Individual or Fiduciary returns.
Exclusions from Electronic Filing Program
There are minimal exclusions from our electronic filing program, please refer to the extensive list of included forms and schedules.
Details of the State Submission Manifest.
StateSubmissionType - In the StateSubmissionManifest there is an element SubmissionType. We are validating the manifest and the value of this element must match ReturnHeaderState/ReturnType which comes from an enumerated list in ../StateBusiness/BusinessStateEnumerations.xsd
StateSchemaVersion - The StateSubmissionManifest has an optional element StateSchemaVersion. If you use this element, the value should match the value used in BusinessReturnWI_x.xsd/stateSchemaVersion of type WISchemaVersionType, enumerated in ../StateBusiness/BusinessStateEnumerations.xsd
Federal Data Requirements
Wisconsin requires a complete copy of the federal return be included with the state return. In general, Wisconsin would get a complete copy of the Federal XML return including all attachments, however there may be circumstances where the federal return does not support XML. In that case, you may include a copy of the federal return as a PDF attachment.
Last updated January 11, 2012