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X12 - 813 - Electronic Filing of Tax Return Data
X12 - 813 - Electronic Filing of Tax Return Data
Micah A. Parker avatar
Written by Micah A. Parker
Updated today

Product: X12 EDI

Transaction: 813


813 - Electronic Filing of Tax Return Data
FUNCTIONAL GROUP=TF

This X12 Transaction Set 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.


SCHEMA


ST

Segment

Name

Position

ST

0100

BTI

Beginning Tax Information

0200

DTM

0300

TIA

Tax Information and Amount

0400

REF

0430

TRN

Trace

0450

BPR

Beginning Segment for Payment Order/Remittance Advice

0470

N1

Segment

Name

Position

N1

0500

N2

0600

IN2

Individual Name Structure Components

0700

N3

0800

N4

0900

PER

1000

TFS

Segment

Name

Position

TFS

Tax Form

0100

REF

0200

DTM

0300

MSG

Message Text

0400

N1

Segment

Name

Position

N1

0500

N2

0600

IN2

Individual Name Structure Components

0700

N3

0800

N4

0900

TIA

Segment

Name

Position

TIA

Tax Information and Amount

0920

DTM

0940

MSG

Message Text

0960

FGS

Segment

Name

Position

FGS

Form Group

1000

REF

Reference Information

1100

DTM

Date/Time Reference

1200

N1

Segment

Name

Position

N1

0500

N2

0600

IN2

Individual Name Structure Components

0700

N3

0800

N4

0900

TIA

Segment

Name

Position

TIA

Tax Information and Amount

1800

DTM

Date/Time Reference

1900

MSG

Message Text

2000

SE

Segment

Name

Position

SE

Transaction Set Trailer

0100


COMMENTS


Notes

1/0400

The TIA segment allows for tax information and amounts associated with the entire filing. At least one occurrence of the TIA segment must be present in the transaction set, either in Table 1 or Table 2.

1/0500

This N1 loop reflects names and addresses associated with the entire filing.

2/0500

This N1 loop reflects names and addresses associated with a particular tax form (TFS).

2/0920

At least one occurrence of the TIA segment must be present in the transaction set, either in Table 1 or Table 2.

2/1300

This N1 loop reflects names and addresses associated with a particular subset of a tax form.

2/1800

At least one occurrence of the TIA segment must be present in the transaction set, either in Table 1 or Table 2.

rev 12/3/2024

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