TY2007 Business Rules & Schema Updates |
|
December 10, 2007
Exempt Organization Software Developers
We are pleased to announce that we have posted updated versions of the XML schemas and business rules to the ATS and Production Tables on the web site for:
-
TY2007: 990x (990, EZ, PF), 1120POL, and 8868
-
TY2006: 990x (990, EZ, PF), 1120POL, and 8868
-
TY2005: 1120POL
When we open for TY 2007, Forms 990/990-EZ/990-N/990-PF, Version 2.0, a major version change, will be the version that we will use. We have also posted updated versions (minor version changes) for all of the other forms, with the exception of TY2006 1120POL that contains a major version change.
In addition, we are reposting the business rules packages for Form 990-N, Version 2.0, Form 990x 2006 Version 4.0 and Form 990x 2005 Version 4.0 to add additional business rules that were not submitted with the original posting.
All of the forms will be available for testing in ATS on December 17, 2007, and will be operational in Production on January 7, 2008. The table is being updated to reflect these operational dates.
XML Schemas
The schemas are posted in the ATS and Production System tables. "Diff Files" are included that show the changes from the previous schema versions.
Business Rules
Business Rules are posted in two different formats that contain identical information – a Word document (.doc) and a comma separated file (.csv). A column within the file identifies changes made from the last version to help clarify changes made. New business rules are posted in the ATS and Production system tables. None of the business rules have changed for the updated versions of the schemas.
Key Changes
The major changes to TY 2007 schemas include:
-
ReturnId is being removed from the Return Header in all schemas.
-
Schema version is being added to the State Manifest as an optional field
-
The acknowledgment will include the “IRS Received Date”. For accepted returns, the date will reflect the date IRS considers the return received. Rejected returns will have the entry “N/A”.
-
The IRS received date will be set to Greenwich Mean Time (GMT) minus 11 hours
-
For rejected returns or returns with an alert, the acknowledgment will include the Document ID if the following conditions are met: the XML data is well formed; individual documents can be extracted from the XML return data; and each document has a unique Document ID. This information is provided to help further identify the reason for the reject. For returns that do not meet these criteria, the Document ID will be populated with “Not Applicable”.
If you have any questions, you may send an e-mail to the EO e-file team at: TEGE-EO-efile@irs.gov. You can also contact Tiwana Holland from the EO e-file team at (202) 283-8798.
|
|
|
Page Last Reviewed or Updated: December 22, 2008