Exempt Organization Software Developers

We have posted updated XML Schemas and Business Rules for the following EO forms for Tax Year 2014 (Processing Year 2015).

Tax Year 2014 Schema Versions

  • Form 990x (990, 990-EZ, 990-PF) -- TY2014v.4.1
  • Form 990x (990, 990-EZ, 990-PF) -- TY2014v.5.0

The schema and business rules for version 5.0 will be operational in ATS on December 29, 2014, and in Production in January 2015. Version 4.1 will be obsolete due to the changes in Version 5.0.

XML Schemas

The schemas are posted by form type and version number. "Diff Files" are included that show the changes from the previous schema versions.

Business Rules

Business Rules are posted, by form type and version number, in two different formats that contain identical information – Adobe (.pdf) and comma separated file (.csv). The rule status column identifies newly added or deleted rules.

Key Changes


  • Form 990-X, version 4.1: XML standardization name correction on IRS990 schema.
  • Form 990-X, version 5.0: Corrections to Form 990 Schedule A.

If you have any questions, please contact Tiwana Holland from the EO e-file team 202-317-8778.