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Transaction Set
in
X12 Release 004040

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.

Heading

Sequence
Segment
Name
Max use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning Tax InformationMandatory
Max 1
To indicate the type of tax information
0300
Date/Time ReferenceMandatory
Max 10
To specify pertinent dates and times
0400
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.
0430
Reference Identification
Max 10
To specify identifying information
0450
Trace
Max 1000
To uniquely identify a transaction to an application
0470
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 >1
0500
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.
0600
Additional Name Information
Max 2
To specify additional names
0700
Individual Name Structure Components
Max 10
To sequence individual name components for maximum specificity
0800
Address Information
Max 2
To specify the location of the named party
0900
Geographic Location
Max 1
To specify the geographic place of the named party
1000
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
0100
Tax Form
Max 1
To indicate the tax form or the type of tax form being reported
0200
Reference Identification
Max 10
To specify identifying information
0300
Date/Time Reference
Max 10
To specify pertinent dates and times
0400
Message Text
Max 1000
To provide a free-form format that allows the transmission of text information
N1 Loop
Repeat >1
0500
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).
0600
Additional Name Information
Max 2
To specify additional names
0700
Individual Name Structure Components
Max 10
To sequence individual name components for maximum specificity
0800
Address Information
Max 2
To specify the location of the named party
0900
Geographic Location
Max 1
To specify the geographic place of the named party
TIA Loop
Repeat 10000
0920
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.
0940
Date/Time Reference
Max 10
To specify pertinent dates and times
0960
Message Text
Max 1000
To provide a free-form format that allows the transmission of text information
FGS Loop
Repeat 100000
1000
Form Group
Max 1
To provide information for a section or data group in a form or schedule
1100
Reference Identification
Max 10
To specify identifying information
1200
Date/Time Reference
Max 10
To specify pertinent dates and times
N1 Loop
Repeat >1
1300
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.
1400
Additional Name Information
Max 2
To specify additional names
1500
Individual Name Structure Components
Max 10
To sequence individual name components for maximum specificity
1600
Address Information
Max 2
To specify the location of the named party
1700
Geographic Location
Max 1
To specify the geographic place of the named party
TIA Loop
Repeat 10000
1800
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.
1900
Date/Time Reference
Max 10
To specify pertinent dates and times
2000
Message Text
Max 1000
To provide a free-form format that allows the transmission of text information

Summary

Sequence
Segment
Name
Max use
0100
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.