Tax Documents

 

Tax1099K

 

FDX Data Structure as JSON
{
  "taxYear" : 0,
  "corrected" : true,
  "accountId" : "",
  "taxFormId" : "",
  "taxFormDate" : "2020-07-01",
  "description" : "string",
  "additionalInformation" : "string",
  "taxFormType" : "BusinessIncomeStatement",
  "attributes" : [ {
    "name" : "string",
    "value" : "string",
    "boxNumber" : "string",
    "code" : "string"
  } ],
  "error" : {
    "code" : "string",
    "message" : "string"
  },
  "filerNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64",
    "phone" : {
      "type" : "HOME",
      "country" : "string",
      "number" : "string",
      "extension" : "string"
    }
  },
  "paymentSettlementEntity" : true,
  "electronicPaymentFacilitator" : true,
  "paymentCard" : true,
  "thirdPartyNetwork" : true,
  "payeeNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64"
  },
  "pseName" : "string",
  "accountNumber" : "string",
  "filerTin" : "string",
  "payeeFederalId" : "string",
  "payeeTin" : "string",
  "grossAmount" : 0.0,
  "cardNotPresent" : 0.0,
  "merchantCategoryCode" : "string",
  "numberOfTransactions" : 0.0,
  "federalTaxWithheld" : 0.0,
  "monthAmounts" : [ {
    "month" : "JAN",
    "amount" : 0.0
  } ],
  "stateTaxWithholding" : [ {
    "stateTaxWithheld" : 0.0,
    "state" : "string",
    "stateTaxId" : "string",
    "stateIncome" : 0.0
  } ],
  "psePhone" : {
    "type" : "HOME",
    "country" : "string",
    "number" : "string",
    "extension" : "string"
  },
  "secondTinNotice" : true
}
FDX / Data Structures / Tax1099K
Form 1099-K, Merchant Card and Third-Party Network Payments
Extends and inherits all fields from Tax  
Tax1099K Properties
#IdTypeDescription
1filerNameAddressNameAddressPhoneFiler's name, address, and phone
2paymentSettlementEntitybooleanCheck to indicate if FILER is a Payment Settlement Entity (PSE)
3electronicPaymentFacilitatorbooleanCheck to indicate if FILER is an Electronic Payment Facilitator (EPF) / Other third party
4paymentCardbooleanCheck to indicate transactions reported are: Payment card
5thirdPartyNetworkbooleanCheck to indicate transactions reported are: Third party network
6payeeNameAddressNameAddressPayee's name and address
7pseNamestringPSE's name
8accountNumberstringAccount number
9filerTinstringFILER'S TIN
10payeeFederalIdstringPAYEE'S taxpayer identification no. (deprecated for rename to payeeTin, removing in FDX v5.0)
11payeeTinstringPAYEE'S TIN
12grossAmountnumber (double)Box 1a, Gross amount of payment card/third party network transactions
13cardNotPresentnumber (double)Box 1b, Card Not Present Transactions
14merchantCategoryCodestringBox 2, Merchant category code
15numberOfTransactionsnumber (double)Box 3, Number of purchase transactions
16federalTaxWithheldnumber (double)Box 4, Federal income tax withheld
17monthAmountsArray of MonthAmountBox 5, Monthly amounts
18stateTaxWithholdingArray of StateTaxWithholdingBoxes 6-8, State tax withholding
19psePhoneTelephoneNumberPlusExtensionPSE's phone number
20secondTinNoticebooleanSecond TIN Notice
Tax1099K Usage:
Example Form JSON

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{
  "tax1099K" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax1099K",
    "filerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "paymentSettlementEntity" : true,
    "electronicPaymentFacilitator" : true,
    "paymentCard" : true,
    "thirdPartyNetwork" : true,
    "payeeNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "pseName" : "PSE Associates",
    "accountNumber" : "111-5555555",
    "filerTin" : "12-3456789",
    "payeeTin" : "xxx-xx-0123",
    "grossAmount" : 6000.0,
    "cardNotPresent" : 2000.0,
    "merchantCategoryCode" : "1731",
    "numberOfTransactions" : 356.0,
    "federalTaxWithheld" : 400.0,
    "monthAmounts" : [ {
      "month" : "JAN",
      "amount" : 100.0
    }, {
      "month" : "FEB",
      "amount" : 200.0
    }, {
      "month" : "MAR",
      "amount" : 300.0
    }, {
      "month" : "APR",
      "amount" : 400.0
    }, {
      "month" : "MAY",
      "amount" : 500.0
    }, {
      "month" : "JUN",
      "amount" : 600.0
    }, {
      "month" : "JUL",
      "amount" : 700.0
    }, {
      "month" : "AUG",
      "amount" : 800.0
    }, {
      "month" : "SEP",
      "amount" : 900.0
    }, {
      "month" : "OCT",
      "amount" : 1000.0
    }, {
      "month" : "NOV",
      "amount" : 1100.0
    }, {
      "month" : "DEC",
      "amount" : 1200.0
    } ],
    "stateTaxWithholding" : [ {
      "stateTaxWithheld" : 10.0,
      "state" : "NY",
      "stateTaxId" : "123-1234",
      "stateIncome" : 100.0
    } ],
    "psePhone" : {
      "number" : "7771234567",
      "extension" : "111"
    }
  }
}
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