MeF Exempt Organizations and Other Tax Exempt Entities Stakeholders: We are providing new versions of Tax Year 2023 eXtensible Mark-up Language (XML) Schemas and Business Rules for the following forms in Processing Year 2024. Tax year 2023 schema version: Form 990x: TY2023v4.0 Form 990-T: TY2023v5.0 Form 1120-POL: TY2023v5.0 Form 5227: 2023v3.0 Form 8868: 2023v2.0 The Schemas and Business Rules for Tax Year 2023 will be available for use in ATS and Production. Accessing the schemas and business rules Distribution of the schemas and business rules 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. Instructions for accessing the SOR mailbox Additional information We package the XML Schemas by form type and version number. Each package includes "DIFF" files that identify the difference between the schema version listed above and the previous schema version. We also package the Business Rules by form type and version number. Each package includes two different formats that contain identical information – Adobe (.pdf) and comma separated file (.csv). A column within the file identifies changes made from the previous version. Key schema changes are listed below: All: Updates to efileTypes. Form 990x: Shared forms. Form 990-T: IRS990T and shared forms. Form 1120POL: IRS1120POL and shared forms. Form 5227: Shared forms. Form 8868: IRS8868 and ReturnHeader. If you have any questions about the Schemas or Business Rules, please send your inquiry to the MeF Mailbox. Back to 990 Form Family TY2023 Main Page
