Tax1099K
As a tax document issuer you collect the data elements shown below into either a flat or tree structure.
You then populate the applicable FDX object, serialize it to JSON, and
distribute the JSON in up to 4 ways.
(1) File download or (2) API
(3) Printed document with QR code
(4) PDF file with embedded JSON
FDX / Data Structures / Tax1099K
Form 1099-K, Merchant Card and Third-Party Network Payments, from FILER (1st-8th, 11th boxes as issuer) to PAYEE (12th-19th boxes as recipient)
Extends and inherits all fields from Tax
Tax1099K Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | paymentSettlementEntity | boolean | Check to indicate if FILER is a Payment Settlement Entity (PSE) |
| 2 | electronicPaymentFacilitator | boolean | Check to indicate if FILER is an Electronic Payment Facilitator (EPF) / Other third party |
| 3 | paymentCard | boolean | Check to indicate transactions reported are: Payment card |
| 4 | thirdPartyNetwork | boolean | Check to indicate transactions reported are: Third party network |
| 5 | pseName | string | PSE's name |
| 6 | psePhone | TelephoneNumberPlusExtension | |
| 7 | accountNumber | string | Account number |
| 8 | grossAmount | number | Box 1a, Gross amount of payment card/third party network transactions |
| 9 | cardNotPresent | number | Box 1b, Card Not Present Transactions |
| 10 | tips | number | Box 1c, Cash tips |
| 11 | occupationCodes | Array of string | Box 1d, Treasury Tipped Occupation Codes (TTOC) |
| 12 | merchantCategoryCode | string | Box 2, Merchant category code |
| 13 | numberOfTransactions | number | Box 3, Number of payment transactions |
| 14 | federalTaxWithheld | number | Box 4, Federal income tax withheld |
| 15 | monthAmounts | Array of MonthAmount | Box 5, Monthly amounts |
| 16 | stateAndLocal | Array of StateAndLocalTaxWithholding | Boxes 6-8, State and Local tax withholding |
| 17 | secondTinNotice | boolean | Second TIN Notice |
Tax1099K Usage:
- TaxData tax1099K
FDX Tax Schema and Model Files
A copy of the FDX tax schema files (yaml) and related model files in csharp, java, python, ruby, and typescript languages are available at this private GitHub repository:
https://github.com/iTipsDev/fdx-tax-schema-v6.6.0
We will make this repository available to developers implementing Financial Data Exchange (FDX) JSON in their applications. Just send your GitHub user email and company name to info@taxdataexchange.org to be granted access.
SDK (Java Software Development Kit)
A java SDK is available to generate Tax1099K documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this GitHub page and contact us at info@taxdataexchange.org to license the SDK.
Docker Image
A Docker image is available to generate Tax1099K documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this page and contact us at info@taxdataexchange.org to license the Docker image.
