Tax Year 2019 Valid XML, Schemas and Business Rules for Form 720 Modernized e-File (MeF)

 

The following links provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File (MeF) Form 720 for Tax Year (TY) 2019. Included are the XML Schemas, Business Rules, Release Memorandum and specific instructions.

Developers and other Authorized IRS e-file Providers can find information on e-filing returns through MeF in the Publication 4163 PDF and Publication 4164 PDF.  Test Scenarios for Form 720 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) Page.

XML Schemas, Business Rules and Release Memos - Throughout the year, multiple versions of these documents may be in use at the same time. Special attention should be paid to the Release Memo issue date and the projected start and end dates for Assurance Testing System (ATS) and Production.


Tax Year 2019 Documents

Release Memo Schema Version ATS Date Production Date Business Rules
05/30/2019 Q4v1.3
Q3v1.3
Q2v1.3
Start: 06/02/2019
End: TBD
Start: 07/01/2019
End: TBD

Business Rules Change Pages dated
07/22/2020

Business Rule Change Pages dated 09/03/2019
Q4v1.3
Q3v1.3
Q2v1.3

02/13/2019 Q4v1.2
Q3v1.2
Q2v1.2
Q1v1.2
Start: 03/10/2019
End: TBD
Start: 03/10/2019
End: TBD

Business Rule Change Pages have been issued for Q1v1.2 ONLY
dated 09/03/2019
Q4v1.2
Q3v1.2
Q2v1.2
Q1v1.2

11/28/2018 Q4v1.1
Q3v1.1
Q2v1.1
Q1v1.1
Start: 12/30/2018
End: TBD
Start: 01/08/2019
End: TBD
Q4v1.1
Q3v1.1
Q2v1.1
Q1v1.1
 
05/17/2018 Q4v1.0
Q3v1.0
Q2v1.0
Q1v1.0
Start: 10/29/2018
End: TBD
Not Valid for Production

Q4v1.0
Q3v1.0
Q2v1.0
Q1v1.0

Business Rule Change Pages have been issued for each QTR dated 08/20/2018

 

Form 9465

Version Date Posted ATS Date Production Date
CUv24.0 10/17/2020 Start: 11/22/2020
End: TBD

Start: 02/12/2021
End:TBD

CUv23.0 09/02/2020 Start: 11/02/2020
End: 11/21/2020
Not Valid in Production
CUv22.0 07/22/2020 Not Valid in ATS Not Valid in Production
CUv21.0 07/23/2019 Start: 11/04/2019
End: 11/01/2020
Start: 01/07/2020
End: 02/11/2021

 

Modernized e-File (MeF) XML Schemas and Business Rules for Excise Tax Form 720