Introducing the New Modernized e-File (MeF) Business Returns Schema and Business Rules

Attention all Software Developers, Return Transmitters, and Authorized IRS e-file Providers/EROs! We are excited to announce the availability of the new Modernized e-File (MeF) Business Returns Schema and Business Rules. These are now accessible for Tax Years 2023 and 2024, as well as Processing Year 2024.

Current Year Schemas and Business Rules

The current year schemas and business rules include:

– Form 1120X 2023v5.0
– Form 1065 2023v5.0
– Form 94x Annual 2023v2.0
– Form 990x 2023v4.0
– Form 990-T 2023v5.0
– Form 1120-POL 2023v5.0
– Form 8868 2023v2.0
– Form 5227 2023v3.0
– Form 1041 2023v5.0
– Form 9465 CUv26.0

Current Year Business Rules Change Pages

For the current year, the business rules change pages are available for Form 720 Q1-Q4 2024v2.1.

Prior Year Business Rules Change Pages

For the prior years, the business rules change pages are available for a variety of forms including Form 1120x, Form 1065, and Form 720 among others.

Prior Year Schema

The prior year schema is available for Form 1065 2022v4.3.

Important Note for Software Developers

Software Developers, please take note. If only minor changes occur, you are not required to use the new version. However, if the major number changes, all software must reflect the new version.

For more information about Schemas and Business Rules, please visit the Modernized e-file (MeF) Schemas and Business Rules page on IRS.gov.

Downloading Schemas and Business Rules

Software Developers and State organizations can download Schemas and Business Rules from their e-Services mailbox. To access these files, you need an active e-Services account and must be listed on an e-File application with the provider option of Software Developer or State.

Accessing Your Account

You may have several messages in your account. Please open all of them to find the set you would like to download. After 60 days the messages are purged. If you have the appropriate role and do not have these files available for download within 48 hours, please contact the MeF Mailbox at [email protected] with the Company Name, ETIN and Schema Package(s) with Tax Year needed.