STATE OF NEW YORK
DEPARTMENT OF TAXATION AND FINANCE
Office of Budget & Management Analysis
Bureau of Fiscal Services
Building 9, Room 234
W.A. Harriman Campus
Albany, NY 12227
Patricia Mitchell, Chief Financial Officer
Eric Mostert, Assistant Director, Budget & Accounting Services
Catherine Golden, Assistant Director, Procurement
February 22, 2011
Amendment 5 – Amendment to Request for Proposal (RFP) #10-14,
Data Capture Solution for New York State Corporation Tax Program
and Response to Bidder Questions
The Department is Amending Exhibit 1- Processing Year 2009 Corporation Tax
Volumes by Return Type to remove form types that are obsolete (strikethrough in
the Amended Exhibit attached) and add the names of the corresponding
Attachments.
All requirements and conditions of the RFP remain as indicated.
Exhibit 1- Processing Year 2009 Corporation Tax Volumes by Return Type
Return
Type: Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total:
CT-13 88 190 101 173 488 91 146 207 137 255 784 93 2,753
CT-183 26 73 545 95 40 105 49 69 287 38 27 44 1,398
CT-
183M 7 29 223 43 15 29 19 32 143 17 15 29 601
CT-184 25 69 547 76 27 86 45 49 237 20 23 24 1,228
CT-
184M 4 28 239 23 9 23 19 27 115 7 13 12 519
CT-185 3 4 20 3 3 2 6 16 4 3 0 2 66
CT-186 0 0 13 2 0 1 0 1 7 0 1 0 25
CT-
186A 0 0 0 0 0 0 0 0 0 0 0 0 0
CT-
186AM 0 0 0 0 0 2 0 0 0 0 0 0 2
CT-
186E 16 14 226 15 29 77 11 25 88 23 10 43 577
CT-
186EZ 52 73 285 26 4 14 5 7 26 7 4 9 512
CT-
186M 0 0 2 2 0 0 0 1 2 0 1 1 9
CT-
186P 0 1 26 5 0 0 0 0 1 4 0 0 37
CT-
186PM 0 0 11 1 0 0 0 0 1 4 1 0 18
CT-240 111 91 438 133 190 173 228 150 246 117 154 128 2,159
CT-245 345 747 2,788 344 316 346 625 614 651 366 329 372 7,843
CT-32 10 20 72 5 18 34 18 28 233 32 22 89 581
CT-
32AC 17 13 469 20 55 46 46 23 344 41 40 582 1,696
CT-32A 5 11 32 6 6 10 8 9 110 11 12 42 262
CT-32M 7 14 79 15 12 32 19 25 253 37 20 109 622
CT-32S 0 0 5 1 0 0 0 0 5 0 0 0 11
CT-33 11 6 31 10 8 7 9 3 101 9 15 59 269
CT-33A 1 0 1 1 0 1 0 0 4 2 1 11 22
Return
Type: Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total:
CT-33C 0 3 37 1 0 1 0 4 9 1 0 1 57
CT-33M 29 49 460 29 32 28 26 29 323 18 31 102 1,156
CT-
33NL 23 82 605 20 24 34 19 34 300 19 8 49 1,217
CT-3360 99 109 122 69 120 137 161 142 160 191 202 145 1,657
CT-3 5,357 6,936 24,289 7,309 5,198 8,151 6,854 7,799 26,640 5,988 5,852 7,287 117,660
CT-3A 211 159 568 159 133 245 176 238 1,611 382 320 917 5,119
CT-3AC 1,525 1,267 2,839 834 471 1,435 571 943 6,514 2,380 1,648 7,155 27,582
CT-
3M4M 8,356 10,620 31,054 9,097 8,102 11,301 9,818 11,126 27,286 8,904 9,211 10,477 155,352
CT-3S 5,279 21,434 100,740 24,817 7,175 8,295 8,935 9,822 39,830 7,570 4,432 4,287 242,616
CT-3SA 0 0 1 0 0 0 0 0 0 0 0 1 2
CT-
3SAC 0 0 0 0 0 0 0 1 0 0 0 0 1
CT-4 6,133 7,884 21,989 6,427 5,519 7,228 6,419 7,080 12,689 6,146 6,129 6,216 99,859
CT-4S 215 191 224 169 141 154 191 148 189 153 192 147 2,114
CT-5 3,302 3,331 58,162 3,615 3,222 4,459 2,418 2,375 4,709 2,136 2,522 4,156 94,407
CT-5.1 128 147 451 121 168 703 188 451 3,539 199 138 812 7,045
CT-5.3 82 79 3,522 222 80 265 88 71 279 82 77 204 5,051
CT-5.4 889 1,953 102,681 2,459 304 240 179 180 331 132 166 946 110,460
CT-5.9 10 26 916 17 5 6 2 4 20 0 1 8 1,015
CT-5.9E 1 2 202 1 1 2 0 1 1 0 0 2 213
CT-
408SF 181 286 2,190 703 291 366 306 300 608 382 255 408 6,276
Monthly
Total: 32,548 55,941 357,205 57,068 32,206 44,129 37,604 42,034 128,033 35,676 32,656 44,969 900,069
The volumes above represent the volumes of Corporation Tax returns received and processed January 1, 2009 through
December 31, 2009.
Attachments
CT-222 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-238 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-239 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-241 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-242 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-243 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-246 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-248 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-249 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-250 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-259 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-261 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-33.1 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-33-A-ATT There are no volumes for this form as it is an attachment to various primaries listed above.
CT-33A/AB- There are no volumes for this form as it is an attachment to various primaries listed above.
CT-33-R There are no volumes for this form as it is an attachment to various primaries listed above.
CT-34-SH There are no volumes for this form as it is an attachment to various primaries listed above.
CT-38 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-40 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-41 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-43 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-44 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-46 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-47 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-500 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-601 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-601.1 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-602 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-603 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-604 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-604-CP There are no volumes for this form as it is an attachment to various primaries listed above.
CT-605 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-606 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-611 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-611.1 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-612 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-613 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-619 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-621 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-622 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-624 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-630 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-631 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-686 There are no volumes for this form as it is an attachment to various primaries listed above.
CT-200-V There are no volumes for this form as it is new for Tax Year 2011.