Tax year 2022 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) 2022. 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 2022 documents

Release memo Schema version ATS date Production date Business rules Comments
04/20/2023 Q3v3.1 Start: 06/4/2023
End: TBD
Start: 06/18/2023 
End: TBD
Q3v3.1

Schema Update only

Business Rules Change Pages dated 07/20/2023

Business Rules Change Page dated 11/13/2023

01/06/2023 Q4v3.1 Start: 12/18/2022
End: TBD
Start: 01/12/2023 
End: TBD
Q4v3.1

Schema Updates dated 12/23/2022

Business Rules Change Page dated 11/13/2023

04/21/2022 Q4v3.0
Q3v3.0
Q2v2.2
Start: 06/05/2022
End: TBD
Start: 06/19/2022
End: TBD
Q4v3.0
Q3v3.0
Q2v2.2

Business Rules Change Page for Version Q2v2.2, only dated 07/20/2023

Business Rules Change Page for Version Q2v2.2 only dated 11/13/2023

02/10/2022 Q4v2.1
Q3v2.1
Q2v2.1
Q1v2.1
Start: 03/06/2022
End: 06/04/2022
Start: 03/20/2022
End: 06/18/2022
Q4v2.1
Q3v2.1
Q2v2.1
Q1v2.1

Business Rules Change Page for Version Q1v2.1, only dated 07/20/2023

Business Rules Change Page for Version Q1v2.1 only dated 11/13/2023

07/22/2021 Q4v2.0
Q3v2.0
Q2v2.0
Q1v2.0
Start: 10/12/2021
End: TBD
Start: 01/07/2022
End: TBD
Q4v2.0
Q3v2.0
Q2v2.0
Q1v2.0
Business Rules Change Page dated 09/02/2021

Form 9465

Version Date available ATS date Production date
CUv26.0 11/13/2023 Start: 12/17/2023
End: TBD
Start: 01/29/2024
End: TBD

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