EDI 149 Notice of Tax Adjustment or Assessment

Functional Group NT

X12F Finance Subcommittee

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.

Heading

Position
Segment
Name
Max use
  1. To indicate the start of a transaction set and to assign a control number

  2. To indicate the beginning of a transaction set

  3. To specify pertinent dates and times

  4. To specify the total invoice discounts and amounts

  5. To specify identifying information

  6. To provide a free-form format that allows the transmission of text information

  7. N1 Loop Mandatory
    Repeat >1
    1. To identify a party by type of organization, name, and code

      This N1 loop reflects names and addresses associated with the entire notice.
    2. To specify additional names

    3. To sequence individual name components for maximum specificity

    4. To specify the location of the named party

    5. To specify the geographic place of the named party

    6. To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
  1. TFS Loop Optional
    Repeat >1
    1. To indicate the tax form or the type of tax form being reported

    2. To specify identifying information

    3. To specify pertinent dates and times

    4. To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities

    5. N1 Loop Optional
      Repeat >1
      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 or schedule.
      2. To specify additional names

      3. To sequence individual name components for maximum specificity

      4. To specify the location of the named party

      5. To specify the geographic place of the named party

    6. FGS Loop Optional
      Repeat >1
      1. To provide information for a section or data group in a form or schedule

      2. To specify identifying information

      3. To specify pertinent dates and times

      4. To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities

      5. To provide a free-form format that allows the transmission of text information

      6. To qualify percent amounts and supply percent amounts

      7. AMT Loop Optional
        Repeat >1
        1. To indicate the total monetary amount

        2. To specify pertinent dates and times

      8. N1 Loop Optional
        Repeat >1
        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 or schedule.
        2. To specify additional names

        3. To sequence individual name components for maximum specificity

        4. To specify the location of the named party

        5. To specify the geographic place of the named party

  2. To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

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