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Tax year 2027 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) 2027. 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 4163 PDF. Test scenarios for Form 720 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

Extensible Markup Language (XML) Schemas, Business Rules and Release Memo - 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 2027 documents

Release memoSchema versionBusiness rulesATS dateProduction dateComments
9/24/2026Q1v1.2
Q2v1.2
Q3v1.2
Q4v1.2
Q1v1.2
Q2v1.2
Q3v1.2
Q4v1.2

Start: 11/1/2026

End: TBD

Start: TBD

End: TBD

-
8/13/2026Q1v1.1
Q2v1.1
Q3v1.1
Q4v1.1
Q1v1.1
Q2v1.1
Q3v1.1
Q4v1.1

Start: 10/13/2026

End: 10/31/2026

Start: TBD

End: TBD

-
5/28/2026Q1v1.0
Q2v1.0
Q3v1.0
Q4v1.0
Q1v1.0
Q2v1.0
Q3v1.0
Q4v1.0
Not valid in ATSNot valid in production-

Form 9465

VersionDate availableATS dateProduction date
CUv30.09/24/202611/1/2026TBD
CUv29.07/2/202610/13/2026Not valid in production
CUv28.15/28/2026Not valid in ATSNot valid in production
CUv28.07/16/2025

Start: 10/14/2025

End: TBD

Start: 1/26/2026

End: TBD


MeF XML schema and business rules for Excise Tax Form 720