MeF 94x Stakeholders:
The 94x Annual Forms Schemas and Business Rules for Tax Year 2016, which included updates to the efileAttachments, efileTypes and Return Header, were made available on September 23, 2016. A Business Rule Change Page for Form 940 was made available on December 13, 2016. These Schemas and Business Rules were made available in the Assurance Testing System (ATS) on November 7, 2016 and on January 06, 2017 in the Production System. This Schema and Business Rule version is available for use in the ATS and 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 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 "Diff" Files for the 94x Annual Forms identify the changes from the Tax Year 2016v2.0 Schema package to the Tax Year 2016v3.0 Schema package.
The 94x Annual Forms 2016v3.0 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 and Business Rules, please send your inquiry to the MeF Mailbox.