149 - Notice of Tax Adjustment or Assessment

FUNCTIONAL GROUP=NT

This X12 Transaction Set contains the format and establishes the data contents of the Notice of Tax Adjustment or Assessment Transaction Set (149) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used by a taxing authority to transmit to a taxpayer either a notice of adjustment to a prior tax filing, or a notice of assessment of taxes due to the taxing authority, which may be a notice of warrant.

SCHEMA

ST

Segment	Name	Position
ST	Transaction Set Header	0100
BGN	Beginning Segment	0200
DTM	Date/Time Reference	0300
TDS	Total Monetary Value Summary	0400
REF	Reference Information	0500
MSG	Message Text	0600

N1

Segment	Name	Position
N1	Party Identification	0700
N2	Additional Name Information	0800
IN2	Individual Name Structure Components	0900
N3	Party Location	1000
N4	Geographic Location	1100
PER	Administrative Communications Contact	1200

TFS

Segment	Name	Position
TFS	Tax Form	0100
REF	Reference Information	0200
DTM	Date/Time Reference	0300
TIA	Tax Information and Amount	0350

N1

Segment	Name	Position
N1	Party Identification	0400
N2	Additional Name Information	0500
IN2	Individual Name Structure Components	0600
N3	Party Location	0700
N4	Geographic Location	0800

FGS

Segment	Name	Position
FGS	Form Group	0900
REF	Reference Information	1000
DTM	Date/Time Reference	1100
TIA	Tax Information and Amount	1200
MSG	Message Text	1300
PCT	Percent Amounts	1350

AMT

Segment	Name	Position
AMT	Monetary Amount Information	1400
DTM	Date/Time Reference	1500

N1

Segment	Name	Position
N1	Party Identification	1600
N2	Additional Name Information	1700
IN2	Individual Name Structure Components	1800
N3	Party Location	1900
N4	Geographic Location	2000
SE	Transaction Set Trailer	2100

COMMENTS

Notes
1/0700	This N1 loop reflects names and addresses associated with the entire notice.
2/0400	This N1 loop reflects names and addresses associated with a particular tax form or schedule.
2/1600	This N1 loop reflects names and addresses associated with a particular subset of a tax form or schedule.

rev 25/11/2024