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) 2024. 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.

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 2024 documents

Release memo Schema version ATS date Production date Business rules Comments
04/18/2024 Q4v3.0

Q3v3.0

Q2v3.0

Q1v3.0

Start: 06/02/2024

End: TBD

Start: 06/16/2024

End: TBD

Q4v3.0

Q3v3.0

Q2v3.0

Q1v3.0

 
02/08/2024 Q4v2.2

Q3v2.2

Q2v2.2

Q1v2.2

Start: 03/03/2024

End: 06/01/2024

Start: 03/17/2024

End: 06/15/2024

Q4v2.2

Q3v2.2

Q2v2.2

Q1v2.2

 
10/12/2023 Q4v2.1

Q3v2.1

Q2v2.1

Q1v2.1

Start: 11/19/2023

End: 06/01/2024

Start: 01/16/2024

End: 06/15/2024

Q4v2.1

Q3v2.1

Q2v2.1

Q1v2.1

Business Rules Change page dated 11/13/2023
08/31/2023 Q4v2.0

Q3v2.0

Q2v2.0

Q1v2.0

Start: 10/23/2023

End: 06/01/2024

Start: 01/16/2024

End: 06/15/2024

Q4v2.0

Q3v2.0

Q2v2.0

Q1v2.0

 
06/08/2023 Q4v1.0

Q3v1.0

Q2v1.0

Q1v1.0

Not Valid for ATS Not Valid for Production Q4v1.0

Q3v1.0

Q2v1.0

Q1v1.0

Business Rules Change pages dated 07/20/2023

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


MeF XML schema and business rules for Excise Tax Form 720