April 18, 2024 MeF 1041 stakeholders: We are providing tax year 2023 Extensible Markup Language (XML) schemas and business rules for the following forms that include new tax year form(s) and tax law changes. Included in the 2023v7.0 schema package are "DIFF" files which identify the difference between the 2023v6.0 schema package and the 2023v7.0 schema package. The XML standardization was applied and are available for program planning purposes. These schemas and business rules will be used in the Assurance Testing System (ATS) on June 2, 2024, and in production on June 16, 2024. Form 1041 schemas and business rules distribution 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 To receive the distribution of schema 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 receive this distribution. We encourage you to review your e-file application currently 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. Business rules Business rules are posted in two different formats which contain identical information - Adobe (PDF) and a comma-separated file (CSV). A column within the file identifies changes made from the previous version. If you have any questions about the schemas or business rules, please send your inquiry to the MeF Mailbox. TY 2023 Form 1041 schemas and business rules
