Example using IRS MeF XML Files (In demo Directory)
This example demonstrates loading a sample IRS Modernized eFile tax return using a Joost STX transformation. The data is in the form of a complex XML file.
The U.S. Internal Revenue Service (IRS) made a significant commitment to XML and specifies its use in its Modernized e-File (MeF) system. In MeF, each tax return is an XML document with a deep hierarchical structure that closely reflects the particular form of the underlying tax code.
XML, XML Schema and stylesheets play a role in their data representation and business workflow. The actual XML data is extracted from a ZIP file attached to a MIME “transmission file” message. For more information about MeF, see Modernized e-File (Overview) on the IRS web site.
The sample XML document, RET990EZ_2006.xml, is about 350KB in size with two elements:
The <ReturnHeader> element contains general details about the tax return such as the taxpayer’s name, the tax year of the return, and the preparer. The <ReturnData> element contains multiple sections with specific details about the tax return and associated schedules.
The following is an abridged sample of the XML file.
<?xml version="1.0" encoding="UTF-8"?> <Return returnVersion="2006v2.0" xmlns="http://www.irs.gov/efile" xmlns:efile="http://www.irs.gov/efile" xsi:schemaLocation="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <ReturnHeader binaryAttachmentCount="1"> <ReturnId>AAAAAAAAAAAAAAAAAAAA</ReturnId> <Timestamp>1999-05-30T12:01:01+05:01</Timestamp> <ReturnType>990EZ</ReturnType> <TaxPeriodBeginDate>2005-01-01</TaxPeriodBeginDate> <TaxPeriodEndDate>2005-12-31</TaxPeriodEndDate> <Filer> <EIN>011248772</EIN> ... more data ... </Filer> <Preparer> <Name>Percy Polar</Name> ... more data ... </Preparer> <TaxYear>2005</TaxYear> </ReturnHeader> ... more data ..
The goal is to import all the data into a HAWQ database. First, convert the XML document into text with newlines “escaped”, with two columns:
ReturnId and a single column on the end for the entire MeF tax return. For example:
Load the data into HAWQ.