Release Memo for Form 9465 Continuous Use version (CUv20.0)

Revised November 5, 2019

MeF 720, 94x and 2290 Stakeholders:

The Form 9465 Continuous Use (CU) version 20.0 Schemas and Business Rules package, which contained tax year updates, were made available on October 17, 2018. Form 9465 may be used by sole proprietors to request installment agreements for business entities no longer in business and can be submitted with Employment Tax returns (Forms 940, 941, 943, 944 and 945) and Excise Tax returns (Forms 720 and 2290).

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 were made available in the Assurance Testing System (ATS) on December 09, 2018, and on January 08, 2019 in the Production System. As of October 15, 2019, this Schema and Business Rule version is no longer available for use in the Assurance Testing System (ATS), but can still be used in 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 also 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 IRS.gov.

XML Schemas

The "Diff" Files for the Form 9465 identify the changes from the CUv19.0 Schema package to the Cuv20.0 Schema package.

Business Rules

The Form 9465 CUv20.0 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.


Modernized e-File (MeF) Schemas and Business Rules

Modernized e-File (MeF) Program Information Page