Publication 1436 (Rev. 10-2012) - Internal Revenue Service

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Tax Year 2012 Participants Acceptance Testing System (PATS) for e-File 4
WHO MUST TEST? The Submission Processing (SP) requires that all Software Developers and Transmitters pass Participants Acceptance Testing System (PATS) and perform the suggested tests in this Test Package before being allowed to transmit directly to the IRS for the 2013 (Tax Year 2012) filing season. WHY TEST? The purpose of testing is to ensure, prior to live processing, that: ► filers transmit in the correct format and meet the IRS electronic filing specifications; ► returns have fewer validation or math errors; ► required fields post to the IRS master file; and ► filers understand and are familiar with the mechanics of electronic filing. WHAT IS TESTED? IRS will provide test criteria for scenarios 8, 9, and 10 that, if supported by the software, all developers must follow and include when developing their test scenarios. You are required to transmit test scenarios using Forms 1040/A/EZ and forms and schedules associated with the 1040 series tax return. A test file consisting of at least three (3) returns, but not more than thirty-eight (38), with the related forms, schedules and attachments must be transmitted. A range of test Social Security Numbers 400-00-1001 through 400-00-1099 will be used in all test scenarios. If your return rejects, you can make the correction and re-transmit as many times as necessary until the return is accepted. If you will be participating in the Federal/State electronic filing program, you will need to test your Federal/State returns using one of the Federal scenarios you create. You should add the appropriate information in the generic state record and transmit the return as part of your regular transmission. Specific instructions are available from participating states. The criteria for the test scenarios provide some of the information needed to prepare the appropriate forms and schedules; however, computations and data for all lines have not been provided. Therefore, some knowledge of tax law and tax preparation is necessary. You must correctly prepare and compute these returns before transmitting to the IRS. Participants Acceptance Testing begins November 13, 2012 and ends April 30, 2013. 5
Page 1 and 2: Procedures Test Package for the for
Page 3 and 4: INTRODUCTION…………………
Page 5 and 6: INTRODUCTION This Publication will
Page 7: Test Process Are there Differences
Page 11 and 12: SOFTWARE DEVELOPER ACCEPTANCE PROCE
Page 13 and 14: The IRS will only accept these SSNs
Page 15 and 16: Form 1040 Department of the Treasur
Page 17 and 18: Employer identification number (EIN
Page 19 and 20: SCHEDULE B (Form 1040A or 1040) Dep
Page 21 and 22: Form Department of the Treasury—I
Page 25 and 26: Form 2441 (2012) Part III Dependent
Page 27 and 28: SCHEDULE 8812 (Form 1040A or 1040)
Page 31 and 32: Version A, Cycle 3 Form 8880 Depart
Page 35 and 36: Enclose, but do not attach, any pay
Page 37 and 38: Tax Year 2012 Assurance Testing Sys
Page 39 and 40: Forms and schedules that may be fil
Page 41 and 42: WHAT IS TESTED? The test package fo
Page 43 and 44: PRACTIONER PIN Taxpayers using an E
Page 45 and 46: SOCIAL SECURITY RANGE FOR STATE RET
Page 53 and 54: Form 2555 (2012) Page 3 Part V All
Page 57 and 58: Version A, Cycle 5 Form 1040 For (2
Page 59 and 60:
Form 8938 (November 2012) Departmen
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ATS Test Scenario 3 Taxpayer: Sam a
Page 63 and 64:
Employer identification number (EIN
Page 65 and 66:
Version A, Cycle 5 Form 1040 For (2
Page 67 and 68:
SCHEDULE C (Form 1040) Profit or Lo
Page 69 and 70:
SCHEDULE EIC (Form 1040A or 1040) D
Page 71 and 72:
Form 8862 (Rev. December 2012) Depa
Page 73 and 74:
Form 8867 Department of the Treasur
Page 75 and 76:
Version A, Cycle 1 Form 8867 (2012)
Page 77 and 78:
Page 79 and 80:
Page 81 and 82:
CORRECTED (if checked) PAYER’S na
Page 83 and 84:
Version A, Cycle 2 Schedule E (Form
Page 85 and 86:
SCHEDULE J (Form 1040) Department o
Page 87 and 88:
DRAFT AS OF 9 Chemicals. . . . . .
Page 89 and 90:
ATS Test Scenario 05 Taxpayer: Zeus
Page 91 and 92:
Page 93 and 94:
Page 95 and 96:
Version A, Cycle 2 SCHEDULE A (Form
Page 97 and 98:
Part III Complete this DRAFT part t
Page 99 and 100:
Form 6198 At-Risk Limitations OMB N
Page 101 and 102:
DRAFT AS OF 5 Meals and entertainme
Page 103 and 104:
Page 105 and 106:
Page 107 and 108:
Page 109 and 110:
Page 111 and 112:
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ATS/PATS Test Scenario 8 Taxpayer:
Page 117 and 118:
Page 119 and 120:
Page 121 and 122:
Page 123 and 124:
Version A, Cycle 5 Form 1040A (2012
Page 125 and 126:
Form 2441 Child and Dependent Care
Page 127 and 128:
SCHEDULE EIC (Form 1040A or 1040) D
Page 129 and 130:
Version B, Cycle 6 Schedule 8812 (F
Page 131 and 132:
Form 8863 (2012) Page 2 Name(s) sho
Page 133 and 134:
Page 135 and 136:
Page 137 and 138:
ATS Test Scenario 11 Taxpayer: Edga
Page 139 and 140:
Section A—Farm Income—Cash Meth
Page 141 and 142:
DRAFT AS OF b Multiply line 5a by 9
Page 143 and 144:
ATS Test Scenario 12 Taxpayer: Susa
Page 145 and 146:
ATS Test Scenario 13 Taxpayer: Apri
Page 147 and 148:
Form 9465 ATS Test Scenario 14 Taxp
Page 149 and 150:
ATS Test Scenario 15 Taxpayer: Lind
Page 151 and 152:
Test Scenario 16 Taxpayer: Joann Bi
Page 153:
Form 56 (Rev. 12-2011) Page 2 Part
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Publication 1436 (Rev. 10-2012) - Internal Revenue Service

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