Release Memo for Form 9465 Modernized e-File (MeF) CUv13.0
94x MeF Stakeholders:
We are providing the Continuous Use (CU) CUv13.0 Schemas and Business Rules for the Form 9465 that include tax year updates. Form 9465 may be used by sole proprietors to request installment agreements for business entities no longer in business and can be submitted with Forms 94x. When requesting an installment agreement for a business, Form 9465 must be submitted as a stand-alone. It cannot be attached to a business return. These Schemas and Business Rules will be available in the Assurance Testing System (ATS) on November 7, 2016 and will not be available in the Production environment.
Form 9465 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 Form 9465 identify the changes from the CUv12.0 Schema package to the CUv13.0 Schema package.
The Form 9465 CUv13.0 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 or Business Rules, please send your inquiry to the MeF Mailbox.