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TY2016 XML Schemas and Business Rules for Exempt Organizations Modernized e-file

The links below provide information and technical guidance for software developers and transmitters who are interested in developing software for the Modernized e-File Forms 990, 990-EZ, 990-N, 990-PF, 1120-POL and 8868 for Tax Year (TY) 2016. Included are the XML Schemas, Business Rules, Release Memorandums and specific instructions. 

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in Publication 4163 and Publication 4164

Test scenarios for the Form 990 family, 990-N, 1120-POL and 8868 are listed on the Exempt Organizations MeF Assurance Testing System (ATS) Test Scenarios page. General testing information can be found in Publication 5078.

Tax Year 2016 Documents

Production & Acceptance Testing System (ATS) System - Current Valid Schemas

Form 990/990-EZ/990-PF

Links to Form 990 TY2016 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates
2016v3.1 05-16-2017

Start Date: 06-18-2017

End Date:

Start Date: 06-18-2017

End Date:

2016v3.0 12-14-2016

Start Date: 12-29-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v2.1 11-10-2016

Start Date: 12-12-2016

End Date: 12-28-2016

Not operational in Production

 

2016v2.0 09-23-2016

Start Date: 10-31-2016

End Date: 12-28-2016

Not operational in Production

 

2016v1.1 09-06-2016

Not operational in ATS

 

Not operational in Production

 

2016v1.0

08-19-2016

06-06-2016

Not operational in ATS

 

Not operational in Production

 

     

 

Form 990-N

Links to Form 990-N TY2016 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates
2016v2.1 11-10-2016

Start Date: 12-12-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v2.0 09-23-2016

Start Date: 10-31-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v1.1 09-06-2016

Not operational in ATS

 

Not operational in Production

 

2016v1.0

08-19-2016

06-06-2016

Not operational in ATS

 

Not operational in Production

 

         

Form 1120-POL

Links to Form 1120-POL TY2016 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates
2016v2.3 05-16-2017

Start Date: 06-18-2017

End Date:

Start Date: 06-18-2017

End Date:

2016v2.2 12-14-2016

Start Date: 12-29-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v2.1 11-10-2016

Start Date: 12-12-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v2.0 09-23-2016

Start Date: 10-31-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v1.1 09-06-2016

Not operational in ATS

 

Not operational in Production

 

2016v1.0

08-19-2016

06-06-2016

Not operational in ATS

  

Not operational in Production

 

 

     

Form 8868

Links to Form 8868 TY2016 Schemas, Business Rules, Release Memos
Version Date Posted ATS Dates Production Dates
2016v2.1 11-10-2016

Start Date: 12-12-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v2.0 09-23-2016

Start Date: 10-31-2016

End Date:

Start Date: 01-06-2017

End Date:

2016v1.1 09-06-2016

Not operational in ATS

 

Not operational in Production

 

2016v1.0

08-19-2016

06-06-2016

Not operational in ATS

 

Not operational in Production

 

 

 

          

 

 

Page Last Reviewed or Updated: 19-May-2017