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Release Memo September 29, 2014

Exempt Organization Software Developers

We have posted updated XML Schemas and Business Rules for the following EO forms for Tax Year 2014 (Processing Year 2015).  

Tax Year 2014 Schema Versions

  • Form 990x (990, 990-EZ, 990-PF) -- TY2014v.3.0
  • Form 990-N -- TY2014v2.1
  • Form 1120-POL -- TY2014v3.0
  • Form 8868 -- TY2014v2.1

The schema and business rules for all forms will be operational in ATS on November 3, 2014. The schema and business rules for forms 990-N and 8868 will be operational in Production in January 2015. However, the Form 990 and the 1120-POL packages will not be operational in the Production environment. We are currently making updates to the Form 990 and 1120-POL schemas and rules for Processing Year 2015. Updated versions will be posted as they become available.

XML Schemas

The schemas are posted by form type and version number.  "Diff Files" are included that show the changes from the previous schema versions. 

Business Rules

Business Rules are posted, by form type and version number, in two different formats that contain identical information – Adobe (.pdf) and comma separated file (.csv). The rule status column identifies newly added or deleted rules.  

Key Changes


  • All forms: efileTypes.xsd
  • Form 990x: Shared form changes.
  • Form 1120-POL: Shared form changes. 

 If you have any questions, please contact Tiwana Holland from the EO e-file team (202) 317-8778.

Page Last Reviewed or Updated: 03-Oct-2016