EDI

API DocsTerminal
NEW!
Programmatically translate EDI to JSON with the EDI Core REST API
Get started in minutes →
Transaction Set
in
X12 Release 004010

826 Tax Information Exchange

Functional Group TI

This Draft Standard for Trial Use contains the format and establishes the data contents of the Tax Information Exchange Transaction Set (826) for use within the context of an Electronic Data Interchange (EDI) environment. This bi-directional transaction set can be used to exchange tax information between various tax agencies and other authorized parties.

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
The BTI Segment establishes the Tax Information Exchange Program.
022
Date/Time Reference
Max >1
To specify pertinent dates and times
024
Reference Identification
Max >1
To specify identifying information
026
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
028
Yes/No Question
Max >1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
This YNQ segment refers to the validity of taxpayer identification in Table 1.
N1 Loop
Repeat >1
030
Name
Max 1
To identify a party by type of organization, name, and code
040
Additional Name Information
Max 2
To specify additional names or those longer than 35 characters in length
050
Individual Name Structure Components
Max >1
To sequence individual name components for maximum specificity
060
Address Information
Max 2
To specify the location of the named party
070
Geographic Location
Max 1
To specify the geographic place of the named party
080
Administrative Communications Contact
Max >1
To identify a person or office to whom administrative communications should be directed

Detail

Sequence
Segment
Name
Max use
TFS Loop
Repeat >1
010
Tax Form
Max 1
To indicate the tax form or the type of tax form being reported
The TFS segment establishes the tax form, schedule, or type.
020
Reference Identification
Max >1
To specify identifying information
030
Date/Time Reference
Max >1
To specify pertinent dates and times
040
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
The TIA segment specifies individual data fields within the tax form, schedule, or type identified in the TFS segment.
042
Yes/No Question
Max >1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
This YNQ segment refers to the validity of taxpayer identification in the TFS loop.
N1 Loop
Repeat >1
050
Name
Max 1
To identify a party by type of organization, name, and code
060
Additional Name Information
Max 2
To specify additional names or those longer than 35 characters in length
070
Individual Name Structure Components
Max >1
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 >1
To identify a person or office to whom administrative communications should be directed
FGS Loop
Repeat >1
110
Form Group
Max 1
To provide information for a section or data group in a form or schedule
120
Reference Identification
Max >1
To specify identifying information
130
Date/Time Reference
Max >1
To specify pertinent dates and times
140
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
142
Yes/No Question
Max >1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
This YNQ segment refers to the validity of taxpayer identification in the FGS loop.
N1 Loop
Repeat >1
150
Name
Max 1
To identify a party by type of organization, name, and code
160
Additional Name Information
Max 2
To specify additional names or those longer than 35 characters in length
170
Individual Name Structure Components
Max >1
To sequence individual name components for maximum specificity
180
Address Information
Max 2
To specify the location of the named party
190
Geographic Location
Max 1
To specify the geographic place of the named party
200
Administrative Communications Contact
Max >1
To identify a person or office to whom administrative communications should be directed
210
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.