Friday, December 29, 2023

QuickAlerts - Technical New Modernized e-File (MeF) Business Returns Schema and Business Rules are Available.

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Subject:  New Modernized e-File (MeF) Business Returns Schema and Business Rules are Available.


Attention: Software Developers, Return Transmitters and Authorized IRS e-file Providers/EROs.

Tax Years 2021-2024 Processing Year 2024 Schemas and Business Rules are available.

Current Year Schemas and Business Rules:

  • Form 940 Annual                TY 2023v2.0
  • Form 944 Annual                TY 2023v2.0
  • Form 945 Annual                TY 2023v2.0

Current Year Business Rules Change Pages Only:

  • Form 94x Quarterly            TY 2024v1.0
  • Form 1065                          TY 2023v5.0
  • Form 1120x                        TY 2023v5.0
  • Form 2290                          TY 2023v1.0
  • Form 8849                          TY 2024v1.0
  • Form 7004                          TY 2023v1.0

Prior Year Business Rules Change Pages Only:

  • Form 940/940PR Annual          TY 2021v2.0
  • Form 943/943PR Annual          TY 2021v2.0
  • Form 944 Annual                      TY 2021v2.0
  • Form 945 Annual                      TY 2021v2.0
  • Form 940/940PR Annual          TY 2022v2.0
  • Form 943/943PR Annual          TY 2022v2.0
  • Form 944 Annual                      TY 2022v2.0
  • Form 945 Annual                      TY 2022v2.0
  • Form 941/941SSPR Quarterly  TY 2022Q1v2.0
  • Form 941/941SSPR Quarterly  TY 2022Q2v3.0
  • Form 941/941SSPR Quarterly  TY 2022Q3v3.0
  • Form 941/941SSPR Quarterly  TY 2022Q4v3.0
  • Form 941/941SSPR Quarterly  TY 2023Q1v2.1
  • Form 941/941SSPR Quarterly  TY 2023Q2v2.1
  • Form 941/941SSPR Quarterly  TY 2023Q3v2.1
  • Form 941/941SSPR Quarterly  TY 2023Q4v2.1
  • Form 1065                                 TY 2021v4.4
  • Form 1065                                 TY 2022v4.2
  • Form 1120x                                TY 2021v4.4
  • Form 1120x                                TY 2022v5.3
  • Form 2290                                  TY 2021v2.0
  • Form 2290                                  TY 2022v2.0
  • Form 8849                                  TY 2022v2.0
  • Form 8849                                  TY 2023v1.1

Note: If only minor changes occur, Software Developers are not required to use the new version. If the major number changes, all software must reflect the new version.

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

Software Developers and State organizations may download Schemas and Business Rules from their e-Services mailbox. To access these files, the following is needed:

  • Active e-Services account
  • Listed on an e-File application with the provider option of Software Developer or State
  • Software Developer must have an associated tax type of 94x and 1065.

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 with the Company Name, ETIN and Schema Package(s) with Tax Year needed.

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