Tax Data Exchange Resources and Services

October 17, 2023

As tax year 2022 filing season concludes, we are pleased to announce the availability of the resources and services
you need to produce truly-electronic tax documents for the 2023 tax year this coming January.

Does your company produce and issue
Forms W-2, 1099, 1098, 1042, 2439, 3921, 5498, or Schedules K-1?

If so, for a relatively small incremental investment of time and money,

Instead of enduring the tedium of manually entering the data from your tax documents into tax software, recipients

Add QR Codes to Your Tax Documents

Form 1098-T

More information on this technology.

Embed Industry-Standard JSON in Your Tax Documents

Embedded JSON

More information on this technology.

Get the Resources You Need

You are already doing most of the work.

You just need to do these additional steps

The information and resources you need to do this are included in our new "Tax Data Exchange Services" app.

Get more information, check out the app at



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