Updated April 11, 2007

• IRS Tax XML Developments
• State and Other Tax XML Developments
• Links and Other Resources
• Schedule of Upcoming TIGERS Meetings

To facilitate education and preparation for TIGERS meetings addressing continued Tax XML development, the following items have been posted to assist in the discussions.

NOTE: - If you have comments on:

Any of the XML work described here (especially IRS-Modernized Fed-State 1120/1065/1040, Federal-State Employment Tax, and Streamlined Sales Tax work), please send them to Terry Garber, TIGERS Chair.

State documents provided below, other than the Change Control Forms, represent works in progress and drafts as historical reference. Follow the link to the IRS web site for further Fed-State E-File documentation. (However, please see the note under IRS Tax Developments.)

Production Federal-State XML Schemas and associated information will be hosted on the IRS web page - this covers FSET, 1120, 1065, and 1040.

The Streamlined Sales Tax XML Production Schemas and other technical documentation such as the SST User Guide are posted on the Streamlined Sales Tax website.

For an explanatory XML Glossary in PDF format, click here.

IRS Tax XML Developments

• 4/07 - link to 2007 IRS Software developer's page (NEW)
  11/04 - a link to the IRS page that contains various State-IRS XML schema resources for programs in production and those under development.
  
  (NOTE: All state master schemas, change control information, etc., as well as additional information and schemas for employment tax and sales tax, will soon be moved to www.statemef.com; the site is being redeveloped and should be available in January 2007.)

State and Other Tax XML Developments

March 2007 - Presentation on Status of IRS and FedState Modernized e-File (NEW)

November 2006 - Link to document "FedState Modernized (MeF) E-File 101" (pdf)
June 2006 - Status of State development of FS1120 / FS1065
May 2006 - Summary of TIGERS Call - Sharing Development Practices in Modernized Fed-State E-File
March 2006 - Summary of TIGERS Status on Modernized Fed-State E-File
February 2006 - Summary of TIGERS Status on Modernized Fed-State E-File

Fed-State 1120 Program Development

• Link to FTA web page with Fed-State 1120 development information
  [for additional information see THIS LINK on TaxExchange] (limited to State Tax Agency Personnel)
• Fed-State 1120 Change Control document (added 9-22-05)

Fed-State 1065 Program Development

Link to FTA web page with Fed-State 1065 development information

FSET - Federal-State Employment Tax Standards Information

• 1/05 - FSET Schemas V2 (zipped file)
• 5/04 - FSET Schemas V1.06 (zipped file)
• 4/03 - FSET Change Control Form - the rules on state use of FSET Schemas.
• 3/03 - a listing of state "payroll tax" data elements from a variety of states created to promote commonality and reduction of complexity in the assignment of XML data tags. Download an .xls file here.
  States desiring to become part of FSET should examine this list and - well before implementation of production e-filing - submit any new items they may need to TIGERS. See the TIGERS FSET Change Control Process Document link above to do so.
• 2/03 - FSET Program description and Fact Sheet
• 11/02 - Version Control for FSET State Schemas - The IRS has agreed to house state employment tax and UI schemas at the www.irs.gov web site, allowing other states and software developers a one-stop approach to software development.

SSTP - Streamlined Sales Tax Project Standards Information

• Link to - Streamlined Sales Tax Project (SSTP) web site - Contains SST Schemas, Implementation Guide, Powerpoint file from April 2005 SST Education Seminar - click the "SST Technology" button
• 3/06 - Summary of TIGERS progress on SST (pdf)
• 2/06 - Summary of TIGERS progress on SST (pdf)
• 5/05 - Traditional Registration System (TRS2005V3) Schemas (zip file) (if you cannot receive a zip contact Terry Garber at garbert@sctax.org)
               Request Changes to TRS XML Schemas
• Presentations from January 6-7, 2004 SSTP Meeting
• 1/04 - Powerpoint Files from January 6-7 SSTP Education Session in Nashville TN
  

Sales Tax - Full Electronic Return (FER) Standards Information

(To be posted)

Motor Fuel Tax Program Standards Information

• Link to FTA Motor Fuel Tax Uniformity Project
• 4/03 - updated Motor Fuel Tax XML Schema Model (downloadable Zip file).
• 5/02 - reporting tax data in XML vs. EDI - a PDF presentation with a basic explanation of XML and relating XML to the use of EDI in motor fuel reporting.
• 5/02 - a logical data model of a Uniform Tax Reporting process for motor fuel tax filing, developed to assist in creating an XML reporting process.
• 5/02 - an X12 EDI data model of a Uniform Tax Reporting process for motor fuel, developed for comparative purposes.

Links and Other Resources

• ANSI X12 Accredited Standards Committee X12 - The national standards body that TIGERS is a component part of, as a Task Group under its Government Subcommittee.
• Web Services Interoperability - what the IRS is expected to rely on as a basis for future interactions with the public and the states.
• www.OASIS-open.org - link to OASIS, the Organization for the Advancement of Structured Information Standards, which is a non-profit, international consortium that creates interoperable industry specifications based on public standards such as XML and SGML, and others that are related to structured information processing.
• The XBRL web site contains further information on eXtensible Business Reporting Language and the Enhanced XML-Schema Specification.
• XML Tutorial resources. This site has suggested XML schema design guidelines, a slide presentation, and a tutorial.
• The Annotated XML Specification. Helpful notes - what is a "W3C Recommendation" anyway?
• Web Developer's Virtual Library. A host of links to additional explanatory info on XML, somewhat technical.

Back to TIGERS page.