Tax Year 2021 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) 2021. Included are the Extensible Markup Language (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 2021 Documents

Release Memo Schema Version ATS Date Production Date Business Rules Comments
04/26/2021 Q4v3.2
Q3v3.2
Q2v3.2
Start: 06/06/2021
End: TBD
Start: 06/20/2021
End: TBD
Q4v3.2
Q3v3.2
Q2v3.2
Business Rules Change Page dated 09/02/2021
02/09/2021 Q4v3.1
Q3v3.1
Q2v3.1
Q1v3.1

Start: 03/07/2021

End: TBD

Start: 03/21/2021

End: TBD

Q4v3.1
Q3v3.1
Q2v3.1
Q1v3.1
Business Rules Change Page – Q1v3.1, only dated 09/02/2021
10/16/2020

Q4v3.0
Q3v3.0
Q2v3.0
Q1v3.0

Start: 11/22/2020

End: TBD

Start: 01/08/2021

End: TBD

Q4v3.0
Q3v3.0
Q2v3.0
Q1v3.0

 

 

Form 9465

Version Date Available ATS Date Production Date
CUv25.0 07/21/2022 Start: 10/24/2022
End: TBD
Start: 01/23/2023
End: TBD

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