Tax1099K_V100

OFX / Types / Tax1099K_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 PAYEEADDR PayeeAddressType
6 FILERADDR FilerAddressType
7 ADDLSTATETAXWHAGG AddlStateTaxWheldAggregateType
8 PSE BooleanType
9 EPF BooleanType
10 PAYCARD BooleanType
11 THIRDNET BooleanType
12 ACCTNUM GenericNameType
13 FILERID GenericNameType
14 PAYEEID IdType
15 GROSS AmountType
16 CARDNOTPRESENT AmountType
17 CATCODE GenericNameType
18 NUMTRAN GenericNameType
19 FEDTAXWH AmountType
20 JAN AmountType
21 FEB AmountType
22 MAR AmountType
23 APR AmountType
24 MAY AmountType
25 JUN AmountType
26 JUL AmountType
27 AUG AmountType
28 SEP AmountType
29 OCT AmountType
30 NOV AmountType
31 DEC AmountType
32 PSENAME GenericNameType
33 PSEPHONE PhoneType
Usages:
XSD
	<xsd:complexType name="Tax1099K_V100">
		<xsd:annotation>
			<xsd:documentation>Form 1099-K - Merchant Card and Third-Party Network Payments</xsd:documentation>
		</xsd:annotation>
		<xsd:complexContent>
			<xsd:extension base="ofx:AbstractTaxForm1099Type">
				<xsd:sequence>
					<xsd:element name="PAYEEADDR" type="ofx:PayeeAddressType" minOccurs="0"/>
					<xsd:element name="FILERADDR" type="ofx:FilerAddressType" minOccurs="0"/>
					<xsd:element name="ADDLSTATETAXWHAGG" type="ofx:AddlStateTaxWheldAggregateType" minOccurs="0" maxOccurs="unbounded"/>
					<xsd:element name="PSE" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Check to indicate if FILER is a (an): Payment settlement entity (PSE)</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="EPF" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Check to indicate if FILER is a (an): Electronic payment facilitator (EPF)/Other third party</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PAYCARD" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Check to indicate transactions reported are: Payment card</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="THIRDNET" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Check to indicate transactions reported are: Third party network</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="ACCTNUM" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Account number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="FILERID" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>FILER’S federal identification no.</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PAYEEID" type="ofx:IdType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>PAYEE’S taxpayer identification no.</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="GROSS" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1a. Gross amount of payment card/third party network transactions</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="CARDNOTPRESENT" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1b. Card Not Present Transactions</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="CATCODE" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 2. Merchant category code</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="NUMTRAN" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 3. Number of purchase transactions</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="FEDTAXWH" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 4. Federal income tax withheld</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="JAN" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5a. January</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="FEB" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5b. February</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="MAR" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5c. March</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="APR" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5d. April</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="MAY" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5e. May</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="JUN" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5f. June</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="JUL" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5g. July</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="AUG" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5h. August</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="SEP" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5i. September</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="OCT" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5j. October</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="NOV" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5k. November</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="DEC" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5l. December</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PSENAME" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>PSE's name</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PSEPHONE" type="ofx:PhoneType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>PSE's phone number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
				</xsd:sequence>
			</xsd:extension>
		</xsd:complexContent>
	</xsd:complexType>

OFX XML

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>

<OFX>
    <SIGNONMSGSRSV1>
        <SONRS>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>Successful Login</MESSAGE>
            </STATUS>
            <DTSERVER>39210131000000</DTSERVER>
            <LANGUAGE>ENG</LANGUAGE>
            <FI>
                <ORG>fiName</ORG>
                <FID>fiId</FID>
            </FI>
        </SONRS>
    </SIGNONMSGSRSV1>
    <TAX1099MSGSRSV1>
        <TAX1099TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1099RS>
                <TAX1099K_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <PAYEEADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <PAYEENAME1>Kris Q Public</PAYEENAME1>
                    </PAYEEADDR>
                    <FILERADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <FILERNAME1>Financial Data Exchange</FILERNAME1>
                    </FILERADDR>
                    <ADDLSTATETAXWHAGG>
                        <STATECODE>NY</STATECODE>
                        <STATEIDNUM>123-1234</STATEIDNUM>
                        <STATETAXWHELD>10.00</STATETAXWHELD>
                    </ADDLSTATETAXWHAGG>
                    <PSE>Y</PSE>
                    <EPF>Y</EPF>
                    <PAYCARD>Y</PAYCARD>
                    <THIRDNET>Y</THIRDNET>
                    <ACCTNUM>111-5555555</ACCTNUM>
                    <FILERID>12-3456789</FILERID>
                    <PAYEEID>xxx-xx-0123</PAYEEID>
                    <GROSS>6000.00</GROSS>
                    <CARDNOTPRESENT>2000.00</CARDNOTPRESENT>
                    <CATCODE>1731</CATCODE>
                    <NUMTRAN>356.00</NUMTRAN>
                    <FEDTAXWH>400.00</FEDTAXWH>
                    <JAN>100.00</JAN>
                    <FEB>200.00</FEB>
                    <MAR>300.00</MAR>
                    <APR>400.00</APR>
                    <MAY>500.00</MAY>
                    <JUN>600.00</JUN>
                    <JUL>700.00</JUL>
                    <AUG>800.00</AUG>
                    <SEP>900.00</SEP>
                    <OCT>1000.00</OCT>
                    <NOV>1100.00</NOV>
                    <DEC>1200.00</DEC>
                    <PSENAME>PSE Associates</PSENAME>
                    <PSEPHONE></PSEPHONE>
                </TAX1099K_V100>
            </TAX1099RS>
        </TAX1099TRNRS>
    </TAX1099MSGSRSV1>
</OFX>

FDX JSON

{
  "tax1099K" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax1099K",
    "filerNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "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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