June 6, 2024 MeF 720, 9465 and 2290 Stakeholders: The Form 9465 Continuous Use (CU) version 27.0 Schemas and Business Rules package, which contained tax year updates, were made available through the Secure Object Repository (SOR) on June 6, 2024. Form 9465 may be used by sole proprietors to request installment agreements for business entities no longer in business and can be submitted with Employment Tax returns (Forms 940, 941, 943, 944 and 945) and Excise Tax returns (Forms 720 and 2290). When requesting an installment agreement for a business, Form 9465 must be submitted as a stand-alone. It cannot be attached to a business return. The distribution of MeF Schemas and Business Rules is now through the Registered User Portal and your e-Services mailbox. 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 To receive the distribution of Schema and Business Rule packages you must have an active e-Services account and be listed on an e-File application with the provider option of Software Developer. Your role on the e-File Application must be Principal, Responsible Official or a Delegated User with MeF authorities. If you are a registered user in e-Services and are listed on a State e-file Application, you will also receive this distribution. We encourage you to review your e-file application now to verify you have the appropriate role and to verify you have access to your e-Services account. Note: You can access the login page, register for e‐Services, reset your password and make changes to your existing account on e-Services Online Tools for Tax Professionals. XML schemas The "Diff" Files for the Form 9465 identify the changes from the CUv7.0 Schema package to the CUv26.0 Schema package. Business rules The MeF Form 9465 CUv27.0 Business Rules are available in two formats that contain identical information: Adobe (.pdf) and Comma Separated Values (.csv). If you have any questions about the schemas or business rules, please send your inquiry to the MeF Mailbox. Modernized e-File (MeF) schemas and business rules Modernized e-File (MeF) program information
