Release Memo for 9465 CUv18.0

May 17, 2018
MeF 720/2290 Stakeholders:

We are providing the Form 9465 Continuous Use (CU) Version 18.0 Schemas and Business Rules package which contain tax year updates. Form 9465 may be used by sole proprietors to request installment agreements for business entities no longer in business and can be submitted with Forms 720 and 2290 returns.
When requesting an installment agreement for a business, Form 9465 must be submitted as a stand-alone. It cannot be attached to a business return. These Schemas and Business Rules will not be available in the Assurance Testing System (ATS) and the Production system.
The distribution of MeF Schemas and Business Rules 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.

To receive the distribution of Schema and Business Rule 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 now 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
XML Schemas

The "Diff" Files for the Form 9465 identify the changes from the CUv17.0 Schema package to the CUv18.0 Schema package.

Business Rules

The Form 9465 CUv18.0 Business Rules are available in two (2) formats that contain identical information: Adobe (.pdf) and Comma Separated Values (.csv).

If you have any questions about these Schemas or Business Rules, please send your inquiry to the MeF Mailbox.

Current Valid Schemas for the Modernized e-File (MeF), Excise Tax e-Filing and Compliance (ETEC) Forms 720, 2290 and 8849
Modernized e-File (MeF) Program Information Page