MeF Exempt Organization Stakeholders:
We are providing additional eXtensible Mark-up Language (XML) Schemas and Business
Rules for the following forms for Tax Year 2016 (Processing Year 2017).
Tax Year 2016 Schema Versions:
- Form 990x (990, 990-EZ, 990-PF): TY2016v3.0
- Form 1120-POL: TY2016v2.2
Form 990 Family Schemas and Business Rules Distribution is now through the Registered User Portal and your e-services mailbox. This mailbox is part of the Secure Object Repository (SOR). Users will access their mailbox in their existing e-services account to pick up the schema and business rules packages.
In order to receive the distribution of schema packages you must have an active e-services account and be listed on an e-File application with the provider option of Software Developer. Your role on the e-File Application must be Principal, Responsible Official, or a Delegated User with MeF authorities. If you are a registered user in e-services and are listed on a State e-File application you will receive this distribution.
We encourage you to review your e-File application at this time to verify you have the appropriate role and to verify you have access to your e-services account.
Note: You can access the login page, register for e-services, reset your password, and make changes to your existing account on e-Services Online Tools for Tax Professionals on IRS.gov.
The Schemas and Business Rules versions listed above will be operational in ATS on December 29, 2016, and in Production on January 6, 2017.
The schemas are packaged by form type and version number. "Diff" files are included which identify the difference between the schema version listed above and the previous schema version.
Business Rules are packaged by form type and version number. Two different formats are provided that contain identical information – Adobe (.pdf) and comma separated file (.csv). A column within the file identifies changes made from the previous version.
Form 990x: Form 990, Schedule A.
Form 1120-POL: Changes to business rules.
As a reminder, the schema for Form 990x, TY2015v2.1, will no longer be operational in Production in January. The latest version, TY2015v3.0, was posted on IRS.GOV on June 6, 2016, and will be operational on January 6, 2017.
If you have any questions about the Schemas or Business Rules, please send your inquiry to the MeF Mailbox.