TY2022 XML Schemas and Business Rules for Exempt Organizations and Other Tax Exempt Entities Modernized e-File

 

More In File

Updates for TY2022:

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, 990-T, 1120-POL, 8868, 4720, 5227 and 5330 for Tax Year (TY) 2022 and Form 8038-CP for TY2023. 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 4163PDF and Publication 4164PDF.

Test scenarios for the Form 990 family, 990-N, 990-T, 1120-POL, 8868, 4720, 5227, 5330, and 8038-CP are listed on the Exempt Organizations and Other Tax Exempt Entities MeF Assurance Testing System (ATS) Test Scenarios page.

General testing information can be found in Publication 5078PDF.

Tax Year 2022 Documents

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

Form 990/990-EZ/990-PF

Links to Form 990 TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v5.0 02-09-2023 Start Date: 03-05-2023
End Date:		 Start Date: 03-19-2023
End Date:
2022v4.1 11-28-2022 Start Date: 12-18-2022
End Date: 03-04-2023		 Start Date: 01-12-2023
End Date: 03-18-2023
2022v4.0 11-14-2022 Start Date: 12-11-2022
End Date: 03-04-2023		 Start Date: 01-12-2023
End Date: 03-18-2023
2022v3.0 10-13-2022 Start Date: 11-20-2022
End Date: 12-11-2022		 Not operational in production
2022v2.0 07-21-2022 Start Date: 10-24-2022
End Date:		 Not operational in production
2022v1.0 06-09-2022 Not operational in ATS Not operational in production

Form 990N

Links to Form 990N TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v1.0
(updated)		 02-09-2023 Start Date: 03-05-2023
End Date:		 Start Date: 03-19-2023
End Date:
2022v1.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Start Date: 01-12-2023
End Date:

Form 990T

Links to Form 990-T TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v7.1 08-31-2023 Start Date: 10-23-2023
End Date:		 Start Date: TBD
End Date:
2022v7.0 02-09-2023 Start Date: 03-05-2023
End Date:		 Start Date: 03-19-2023
End Date:
2022v6.0 11-28-2022 Start Date: 12-18-2022
End Date: 03-04-2023    		 Start Date: 01-12-2023
End Date: 03-18-2023
2022v5.0 11-14-2022 Start Date: 12-11-2022
End Date: 12-18-2022		 Not operational in production
2022v4.0 10-13-2022 Start Date: 11-20-2022
End Date: 12-11-2022		 Not operational in production
2022v3.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Not operational in production
2022v2.0 07-21-2022 Not operational in ATS Not operational in production
2022v1.0 06-09-2022 Not operational in ATS Not operational in production

Form 1120-POL

Links to Form 1120-POL TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v6.1 08-31-2023 Start Date: 10-23-2023
End Date:		 Start Date: TBD
End Date:
2022v6.0 11-28-2022 Start Date: 12-18-2022
End Date:		 Start Date: 01-12-2023
End Date:
2022v5.0 11-14-2022 Start Date: 12-11-2022
End Date: 12-18-2022		 Not operational in production
2022v4.0 10-13-2022 Start Date: 11-20-2022
End Date: 12-11-2022		 Not operational in production
2022v3.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Not operational in production
2022v2.0 07-21-2022 Not operational in ATS Not operational in production
2022v1.0 06-09-2022 Not operational in ATS Not operational in production

Form 8868

Links to Form 8868 TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v1.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Start Date: 01-12-2023
End Date:

Form 4720

Links to Form 4720 TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v3.0
(updated)		 02-09-2023 Start Date: 03-05-2023
End Date:		 Start Date: 03-19-2023
End Date:
2022v3.0 11-28-2022 Start Date: 12-18-2022
End Date:		 Start Date: 01-12-2023
End Date:
2022v2.0 11-14-2022 Start Date: 12-11-2022
End Date: 12-18-2022		 Not operational in production
2022v1.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Not operational in production

Form 5227

Links to Form 5227 TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v4.0 11-28-2022 Start Date: 12-18-2022
End Date:		 Start Date: 01-12-2023
End Date:
2022v3.0 11-14-2022 Start Date: 12-11-2022
End Date: 12-18-2022		 Not operational in production
2022v2.0 10-13-2022 Start Date: 11-20-2022
End Date: 12-11-2022		 Not operational in production
2022v1.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Not operational in production

Form 5330

Links to Form 5330 TY2022 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2022v3.0 11-28-2022 Start Date: 12-18-2022
End Date:		 Start Date: 01-12-2023
End Date:
2022v2.0 11-14-2022 Start Date: 12-11-2022
End Date: 12-18-2022		 Not operational in production
2022v1.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Not operational in production

Form 8038-CP

Links to Form 8038-CP TY2023 Schemas, Business Rules, Release Memos

Version Available Date ATS Dates Production Dates
2023v4.0 02-09-2023 Start Date: 03-05-2023
End Date:		 Start Date: 03-19-2023
End Date:
2023v3.0 11-28-2022 Start Date: 12-18-2022
End Date: 03-04-2023		 Start Date: 01-12-2023
End Date: 03-18-2023
2023v2.0 11-14-2022 Start Date: 12-11-2022
End Date: 12-18-2022		 Not operational in production
2023v1.0 09-01-2022 Start Date: 10-24-2022
End Date:		 Not operational in production

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Page Last Reviewed or Updated: 20-Sep-2023