Tax Data Exchange
Whether you call it
tax data delivery,
tax data distribution,
tax data communication, or
tax data exchange...
this site is about explaining and supporting
new industry standards
that simplify and
streamline getting tax data from
tax document issuers
to taxpayers, tax preparers, and
their tax software.
Service and Resources
The New Industry Standards
- Replace OCR and PDF parsing with a more reliable and simpler-to-implement technology. See details
- Support democratization of tax document data so that all tax software companies can offer data import features
- Expand to over 50 the number of tax documents and statements for which standards are defined
- Standardize and improve API authorization and security.
The site references older standards to support migration to the newest standard, Financial Data Exchange (FDX).