TY 2023 valid XML schemas and business rules for Form 1065 Modernized e-File (MeF)


The links below provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File (MeF) Form 1065 for Tax Year (TY) 2023.

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 1065 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

Extensible Markup Language (XML) Schemas, Business Rules, and Release Memorandum - 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.

Form 1065 Schemas and Business Rules are now distributed 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.

Tax year 2023 documents

Form 1065 links to TY2023 release memos

Version Available date ATS date Production date Comments
2023v5.2 04/18/2024 Start: 06/02/2024
End: TBD
Start: 06/16/2024
End: TBD
2023v5.1 02/08/2024 Start: 03/03/2024

End: TBD

Start: 03/17/2024

End: TBD

2023v5.0 11/13/2023 Start: 12/17/2023

End: TBD

Start: 01/16/2024

End: TBD

12/28/2023 – updated Business Rules Package provided
04/18/2023 – Business Rules updates provided
2023v4.0 10/12/2023 Start: 11/19/2023

End: 12/16/2023

Not Valid for Production  
2023v3.0 08/31/2023 Start: 10/23/2023

End: 11/18/2023

Not Valid for Production  
2023v2.0 07/20/2023 Not Valid for ATS Not Valid for Production  
2023v1.0 06/08/2023 Not Valid for ATS Not Valid for Production  

Valid XML schemas and business rules for 1065 Modernized e-File (MeF)

Modernized e-File (MeF) schemas and business rules