Monday, September 26, 2022

Completing Assurance Testing System Questionnaires

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Subject: Completing Assurance Testing System Questionnaires


Attention: Software Developers and Transmitters

Beginning October 1, 2022, software developers will initiate Modernized e-File (MeF) Assurance Testing System (ATS) questionnaires electronically by accessing their e-Services account at https://www.irs.gov/e-services and submitting questionnaires for each form they are testing.

Important notes to assist in completing questionnaires:

 • Software developers must complete a questionnaire for each software package they are testing.

 • The system will automatically issue the software identification number for each package once the questionnaire is complete.

 • Software developers will continue the testing process with assigned e-help desk assistors.

 • Existing software developers will continue to receive initial contact emails from their assigned e-help desk assistor at the start of testing.

 • New software developers or those who did not participate in testing last year should contact the e-Help desk at 866-255-0654 when they are ready to test.

 • To create or edit questionnaires, authorized users must be listed on the IRS e-File application and have one of the following roles:

  • Principal or user granted Principal Consent authority
  • Responsible Official or Delegate Users with Add & Change Software Package Information authority granted (this authority will be available   September 26th).

 • The IRS e-file application must be in Completed status with the Software Developer provider option in Accepted status to add a software package.

 • Follow the steps below to complete the questionnaire:

       • sign into your IRS e-File application
       • select the Software Packages tab
       • select Add Software Package
       • complete the Add Software Packages pop-up
       • select Save

If you need additional assistance, contact the e-Help desk at 866-255-0654.

 

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