TY 2022 valid XML schemas and business rules for Form 1065 Modernized e-File (MeF)


The links below provide information and technical guidance for Software Developers and Transmitters who are interested in developing software for the Modernized e-File (MeF) Form 1065 for Tax Year (TY) 2022.

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 1065 can be found on the Modernized e-File (MeF) Assurance Testing System (ATS) page.

Extensible Markup Language (XML) Schemas, Business Rules, and Release Memorandum — 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.

Form 1065 Schemas and Business Rules are now distributed 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.

Tax year 2022 documents

Form 1065 links to TY2022 release memos

Version Available Date ATS Date Production Date Comments
2022v4.3 11/13/2023 Start: 06/2/2024
End: TBD
Start: 06/16/2024
End: TBD
3/28/2024 Update made to ATS and Production dates; the version was delayed and will now be available in June
2022v4.2 02/09/2023 Start: 03/05/2023
End: TBD
Start: 03/19/2023
End: TBD
  • 04/20/2023 Business Rules updates provided via the SOR and were placed into ATS on 03/05/2023 and Production on 03/19/2023
  • 06/08/2023 Business Rules update provided via the SOR and were placed into ATS on 03/05/2023 and Production on 03/19/2023 
  • 07/20/2023 Business Rules updates provided.
  • 10/12/2023 Business Rules updates provided.
  • 11/13/2023 Business Rules updates provided.
  • 12/27/2023 Business Rules updates provided
2022v4.1 11/28/2022

Start: 12/18/2022
End: TBD

Start: 01/12/2023     End: TBD  
2022v4.0 11/14/2022 Start: 12/11/2022
End: TBD
Start: 01/12/2023     End: TBD  
2022v3.0 10/14/2022

Start: 11/20/2022
End: 12/10/2022

Not Valid For Production  
2022v2.0 7/21/2022 Start: 10/24/2022
End: 11/19/2022
Not Valid For Production 08/09/2022 Business Rules updates provided 
2022v1.0 06/09/2022 Not Valid For ATS Not Valid For Production


Valid XML schemas and business rules for 1065 Modernized e-File (MeF)

Modernized e-File (MeF) schemas and business rules