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EDI 813 Electronic Filing of Tax Return Data

Functional Group TF

X12F Finance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Electronic Filing of Tax Return Data Transaction Set (813) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used by tax filers to electronically file tax returns with a federal, state, or local taxing authority and which may initiate payments related to the tax return.

Heading

Position
Segment
Name
Max use
  1. To indicate the start of a transaction set and to assign a control number

  2. To indicate the type of tax information.

  3. To specify pertinent dates and times

  4. To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities.

    The TIA segment allows for tax information and amounts associated with the entire filing.
  5. To specify identifying numbers.

  6. To uniquely identify a transaction to an application.

  7. (1) To indicate the beginning of a PaymentOrder/Remittance Advice Transaction Set and total payment amount or (2) to enable related transfer of funds and/or information from payer to payee to occur

  8. N1 Loop Optional
    Repeat 5
    1. To identify a party by type of organization, name and code

      This N1 loop reflects names and addresses associated with the entire filing.
    2. To specify additional names or those longer than 35 characters in length

    3. To sequence individual name components for maximum specificity

    4. To specify the location of the named party

    5. To specify the geographic place of the named party

    6. To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
  1. TFS Loop Optional
    Repeat 100000
    1. To indicate the tax form reported.

    2. To specify identifying numbers.

    3. To specify pertinent dates and times

    4. To provide a free form format that would allow the transmission of text information.

    5. N1 Loop Optional
      Repeat 5
      1. To identify a party by type of organization, name and code

        This N1 loop reflects names and addresses associated with a particular tax form (TFS).
      2. To specify additional names or those longer than 35 characters in length

      3. To sequence individual name components for maximum specificity

      4. To specify the location of the named party

      5. To specify the geographic place of the named party

    6. FGS Loop Optional
      Repeat 100000
      1. To provide information for a section or data group in a form or schedule

      2. To specify identifying numbers.

      3. To specify pertinent dates and times

      4. N1 Loop Optional
        Repeat 5
        1. To identify a party by type of organization, name and code

          This N1 loop reflects names and addresses associated with a particular subset of a tax form.
        2. To specify additional names or those longer than 35 characters in length

        3. To sequence individual name components for maximum specificity

        4. To specify the location of the named party

        5. To specify the geographic place of the named party

      5. TIA Loop Optional
        Repeat 10000
        1. To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities.

        2. To specify pertinent dates and times

        3. To provide a free form format that would allow the transmission of text information.

Summary

Position
Segment
Name
Max use
  1. To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments).

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