Tax Document Electronic Distribution - File Export/Import
File Export/Import Use Case
The file export/import (or file download/upload) use case is depicted in the diagram below and in this short video.
It is a valid use case under the following circumstances:
- The issuer of the income tax document cannot justify the cost to develop, maintain, and operate an API server.
- The time and cost to establish data sharing agreements with all tax software companies is too great.
Issuers of Annual Tax Documents — File Export (Download)
In addition to providing download of annual tax documents in human-readable form (PDF), add download of the tax document data as FDX JSON that tax software can consume.
Your website might have a page that looks like this:
A taxpayer would download the FDX JSON file as seen in this video clip.
Income Tax Return Preparation Applications — File Import (Upload)
Tax software applications then provide for upload of FDX JSON files.
Here is an example page from a tax software app.
Taxpayers drag and drop the downloaded FDX JSON file as seen in this video.