Release Memo for 941x Modernized e-File (MeF) Quarterly Forms (2017v4.0)
94x MeF Stakeholders:
The Tax Year 2017v4.0 Schemas and Business Rules for the 941x Quarterly Forms include tax year updates and legislative changes for the Qualified Small Business Payroll Tax Credit for Increasing Research Activities and Certified Professional Employer Organization (CPEO) program were made available on November 10, 2016. These Schemas and Business Rules were made available in the Assurance Testing System (ATS) on December 12, 2016 and will be available in the Production environment on April 1, 2017.
Form 941x Quarterly Schemas and Business Rules Distribution is now 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.
In order to receive the distribution of Schema and Business Rule packages you must have an active e-services account and be listed on an e-File application with the provider option of Software Developer. Your role on the e-File Application must be Principal, Responsible Official or a Delegated User with MeF authorities. If you are a registered user in e-services and are listed on a State e-File application you will receive this distribution.
We encourage you to review your e-File application at this time to verify you have the appropriate role and to verify you have access to your e-services account.
Note: You can access the login page, register for e‐services, reset your password and make changes to your existing account on e-Services Online Tools for Tax Professionals on IRS.gov.
The "Diff" Files for the 941x Quarterly Forms identify the changes from the Tax Year 2017v3.0 Schema package to the Tax Year 2017v4.0 Schema package.
The 941x Quarterly Forms 2017v4.0 Business Rules are available in two (2) formats that contain identical information: Adobe (.pdf) and Comma Separated Values (.csv).
If you have any questions about these Schemas and Business Rules, please send your inquiry to the MeF Mailbox.