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Transaction Set
in
X12 Release 004010

813 Electronic Filing of Tax Return Data

Functional Group TF

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

Sequence
Segment
Name
Max use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
Beginning Tax InformationMandatory
Max 1
To indicate the type of tax information
030
Date/Time ReferenceMandatory
Max 10
To specify pertinent dates and times
040
Tax Information and Amount
Max 1000
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. At least one occurrence of the TIA segment must be present in the transaction set, either in Table 1 or Table 2.
043
Reference Identification
Max 10
To specify identifying information
045
Trace
Max 1000
To uniquely identify a transaction to an application
047
Beginning Segment for Payment Order/Remittance Advice
Max 1000
To indicate the beginning of a Payment Order/Remittance Advice Transaction Set and total payment amount, or to enable related transfer of funds and/or information from payer to payee to occur
N1 Loop
Repeat 5
050
Name
Max 1
To identify a party by type of organization, name, and code
This N1 loop reflects names and addresses associated with the entire filing.
060
Additional Name Information
Max 2
To specify additional names or those longer than 35 characters in length
070
Individual Name Structure Components
Max 10
To sequence individual name components for maximum specificity
080
Address Information
Max 2
To specify the location of the named party
090
Geographic Location
Max 1
To specify the geographic place of the named party
100
Administrative Communications Contact
Max 2
To identify a person or office to whom administrative communications should be directed

Detail

Sequence
Segment
Name
Max use
TFS Loop
Repeat 100000
010
Tax Form
Max 1
To indicate the tax form or the type of tax form being reported
020
Reference Identification
Max 10
To specify identifying information
030
Date/Time Reference
Max 10
To specify pertinent dates and times
040
Message Text
Max 1000
To provide a free-form format that allows the transmission of text information
N1 Loop
Repeat 5
050
Name
Max 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).
060
Additional Name Information
Max 2
To specify additional names or those longer than 35 characters in length
070
Individual Name Structure Components
Max 10
To sequence individual name components for maximum specificity
080
Address Information
Max 2
To specify the location of the named party
090
Geographic Location
Max 1
To specify the geographic place of the named party
TIA Loop
Repeat 10000
092
Tax Information and Amount
Max 1
To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities
At least one occurrence of the TIA segment must be present in the transaction set, either in Table 1 or Table 2.
094
Date/Time Reference
Max 10
To specify pertinent dates and times
096
Message Text
Max 1000
To provide a free-form format that allows the transmission of text information
FGS Loop
Repeat 100000
100
Form Group
Max 1
To provide information for a section or data group in a form or schedule
110
Reference Identification
Max 10
To specify identifying information
120
Date/Time Reference
Max 10
To specify pertinent dates and times
N1 Loop
Repeat 5
130
Name
Max 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.
140
Additional Name Information
Max 2
To specify additional names or those longer than 35 characters in length
150
Individual Name Structure Components
Max 10
To sequence individual name components for maximum specificity
160
Address Information
Max 2
To specify the location of the named party
170
Geographic Location
Max 1
To specify the geographic place of the named party
TIA Loop
Repeat 10000
180
Tax Information and Amount
Max 1
To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities
At least one occurrence of the TIA segment must be present in the transaction set, either in Table 1 or Table 2.
190
Date/Time Reference
Max 10
To specify pertinent dates and times
200
Message Text
Max 1000
To provide a free-form format that allows the transmission of text information

Summary

Sequence
Segment
Name
Max use
010
Transaction Set TrailerMandatory
Max 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)
Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.
Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.