General Information
We require a hard or electronic copy of the form for review. If the software performs calculations, we will review forms that have been calculated with "dummy" data (that illustrates that correct calculations, limitations, internal diagnostics, etc.) instead of the instructions.
We maintain a "software providers" database and email updates about forms. If you want to be included in the database, please email PortlandTaxForms@portlandoregon.gov and provide:
- Your name
- Your job title
- The name of your employer
- City/County/Metro tax forms that you handle
- Your email address
- Your telephone number
If you have been receiving emails from us already, you are already in the database and do not need to contact us.
If you have any specific questions related to any of the Tax Returns and Forms, contact PortlandTaxForms@portlandoregon.gov.
Forms Approval Timeline
Draft versions of the Tax Returns and related forms are generally not available until early to mid-November. Draft forms will be posted on this page when they are completed.
Final versions of the forms will be posted after the relevant federal and Oregon tax forms are finalized to ensure that line number references are correct. This generally occurs in mid to late December. Final forms will be posted below when they are completed. Developers can check this page periodically to find out the status of our forms.
What's New for Tax Year 2022?
Please send your forms for calculation and 2D Barcode testing to PortlandTaxForms@portlandoregon.gov.
Please note, we are a separate government agency from the Oregon Department of Revenue.
Note: The City of Portland anticipates processing refunds more quickly for forms that are submitted via MeF or with 2D barcodes, as they will enter our system more rapidly than manual entry. We believe it is to everyone’s benefit – the taxpayer, the software vendor, and the agency – to support this compatibility on the forms.
Personal Income Tax Programs
TY 2022 updates to the Metro Supportive Housing Services Personal Income Tax Forms
General Return Changes for all Forms
- Updated 'Qualifying Widow(er)' filing status to 'Qualified Surviving Spouse'
- 'Schedule A' has been renamed 'Schedule WH'
- 'Schedule B' has been renamed 'Schedule PTI'
- Header for column C has been renamed 'Income Subject to Tax from Pass-Through Entity'
- Header for column D has been renamed 'Ownership Percentage'
Accessibility and Cosmetic Changes
- Removed the black bar in the form name at the top
- Demographic fields decode no longer in all capital letters
- Section headers no longer have a grey bar
TY 2022 updates to the Multnomah County Preschool for All Personal Income Tax Forms
General Return Changes for all Forms
- Updated 'Qualifying Widow(er)' filing status to 'Qualified Surviving Spouse'
- 'Schedule A' has been renamed 'Schedule WH'
- 'Schedule B' has been renamed 'Schedule PTI'
- Header for column C has been renamed 'Income Subject to Tax from Pass-Through Entity'
- Header for column D has been renamed 'Ownership Percentage'
Accessibility and Cosmetic Changes
- Removed the black bar in the form name at the top
- Demographic fields decode no longer in all capital letters
- Section headers no longer have a grey bar
Business Income Tax Programs
TY 2022 updates to the Metro Supportive Housing Services Business Income Tax Forms
General Return Changes for all Forms
- Part I has been retitled 'Gross Income and Apportionment'
- Lines 5a - 5c have moved to Part I as lines 1 - 3
- Previous lines 1 - 4 moved down to Part II
- Line references have been updated accordingly
- Added verbiage to line 4 to reference form title
- Updated verbiage on line 10 to replace 'line 6 minus line 7' to 'sum of line 8 and line 9'
- Renumbered lines in Part III
Accessibility and Cosmetic Changes
- Removed the black bar in the form name at the top
- Demographic fields decode no longer in all capital letters
- Section headers no longer have a grey bar
2022 METBIT-20
- Part III moved to the front page of the return.
TY 2022 updates to the City of Portland, Oregon/Multnomah County, Oregon Combined Business Tax Forms
General Return Changes for all Forms
Owner's Compensation Deduction
- The Owner's Compensation Deduction for the City of Portland has been increased to $147,000 per owner/partner/shareholder.
- The Owner's Compensation Deduction for Multnomah County has been increased to $145,000 per owner/partner/shareholder.
Accessibility and Cosmetic Changes
- Removed the black bar in the form name at the top
- Demographic fields decode no longer in all capital letters
- Section headers no longer have a grey bar
SP-2022 Form Changes
The field for Number of Owners has moved from line 16 in Part III to Part I of the SP-2022.
Other Form Changes
Form CES-2022 - Clean Energy Surcharge
- Prepayments line has moved from line 12 to line 14
- Penalty and Interest lines have moved above the prepayments line
- Updated verbiage for line 15
- Replaced "tax" with "return" on line 16a
- New line 17
Forms with No 2D Barcode
The following forms and schedules will continue to be flat and do not need to be submitted for 2D barcode testing:
For the current business taxes:
- BZT-V
- CES-V
- HVT
- PRS Schedule
- Schedule R
- Form BRC
- Form EXT
For the Arts Tax:
- ARTS2022
Testing Timelines
We plan to launch our full 2D barcode testing process on 12/1/2022 to allow ample time to test your submissions and get the feedback to you in a timely manner. Earlier submissions will be accepted and will be the first to receive testing results. Please send questions regarding developer support and testing processes to PortlandTaxForms@portlandoregon.gov.
Tax Year 2022 Multnomah County Preschool for All Personal Income Tax Returns for Software Developers
2D barcode specifications are provided below.
Final Versions:
Full year residents
Part-year and non-residents
Fillable 2022 Multnomah County Preschool for All Personal Income Tax Returns for Calculation Testing
Tax Year 2022 Metro Supportive Housing Services Personal Income Tax Returns for Software Developers
2D barcode specifications are provided below.
Final Versions:
Full year residents
Part-year and non-residents
Fillable 2022 Metro Supportive Housing Services Personal Income Tax Returns for Calculation Testing
Tax Year 2022 Metro Supportive Housing Services Business Income Tax Returns for Software Developers
2D barcode specifications are provided below.
Final Versions:
Partnerships
S corporations
C corporations
Trusts and Estates
Fillable 2022 Metro Supportive Housing Services Business Income Tax Returns for Calculation Testing
Tax Year 2022 Combined Business Tax Returns and Forms for Software Developers
Software developers are required to incorporate a 2D barcode into the Combined Tax Return forms starting with tax year 2012 and are still required to do so. 2D barcode specifications are provided below.
Final Versions:
Individuals / Sole Proprietors
Partnerships
S corporations
C corporations
Trusts and Estates
Fillable 2022 Combined Business Tax Returns and Forms for Calculation Testing
Tax Year 2022 - Other Forms and Schedules
Developer Information
2D Barcode specs last updated: 11/30/2022 @ 3:22 pm
Disclaimer: The Penalty & Interest Calculator is a tool to assist developers in creating and testing penalty and interest calculations. It is a simplified version of the Combined Tax Returns penalty & interest calculator. The Revenue Division cannot fully guarantee the accuracy of the calculator.