Tax Year 2020 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) 2020. 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 4163PDF and Publication 4164PDF.  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 2020 Documents

 

Release Memo Schema Version ATS Date Production Date Business Rules Comments
04/13/2020 Q4v1.3
Q3v1.3
Q2v1.3

Start:
06/21/2020
End: TBD

Start:
06/21/2020
End: TBD


 

Business Rules
Change Page
dated
07/22/2020

Business Rules Change Page dated 09/02/2021

02/12/2020

Q4v1.2
Q3v1.2
Q2v1.2
Q1v1.2

Start:
03/08/2020
End: TBD

Start:
03/08/2020
End: TBD

  Business Rules Change Page – Q1v1.2, only dated 09/02/2021
07/23/2019 Q4v1.1
Q3v1.1
Q2v1.1
Q1v1.1
Start:
11/04/2019
End: TBD

Start:
01/7/2020
End: TBD

 

Business Rules Change Pages have been issued for each QTR dated 09/03/2019
06/11/2019 Q4v1.0
Q3v1.0
Q2v1.0
Q1v1.0
Not Valid for ATS Not Valid for Production

 

 

 

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

 

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