EDI 149 Notice Of Tax Adjustment Or Assessment

This Draft Standard for Trial Use 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.

Segments

Position

Segment

Name

Max use

100

Transaction Set Header

Mandatory

AtMax 1

To indicate the start of a transaction set and to assign a control number

200

BGN

Beginning Segment

Mandatory

AtMax 1

To indicate the beginning of a transaction set

300

DTM

Date/Time Reference

Mandatory

GT 1

To specify pertinent dates and times

400

TDS

Total Monetary Value Summary

Opt

AtMax 1

To specify the total invoice discounts and amounts

500

REF

Reference Identification

Opt

GT 1

To specify identifying information

600

MSG

Message Text

Opt

GT 1

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

LOOP

Mandatory

GT 1

700

Name

Mandatory

AtMax 1

To identify a party by type of organization, name, and code

800

Additional Name Information

Opt

AtMax 2

To specify additional names

900

IN2

Individual Name Structure Components

Opt

AtMax 10

To sequence individual name components for maximum specificity

1000

Address Information

Opt

AtMax 2

To specify the location of the named party

1100

Geographic Location

Opt

AtMax 1

To specify the geographic place of the named party

1200

PER

Administrative Communications Contact

Opt

AtMax 2

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

TFS

LOOP

Opt

GT 1

100

TFS

Tax Form

Opt

AtMax 1

To indicate the tax form or the type of tax form being reported

200

REF

Reference Identification

Opt

GT 1

To specify identifying information

300

DTM

Date/Time Reference

Opt

GT 1

To specify pertinent dates and times

350

TIA

Tax Information and Amount

Opt

GT 1

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

LOOP

Opt

GT 1

400

Name

Opt

AtMax 1

To identify a party by type of organization, name, and code

500

Additional Name Information

Opt

AtMax 2

To specify additional names

600

IN2

Individual Name Structure Components

Opt

AtMax 10

To sequence individual name components for maximum specificity

700

Address Information

Opt

AtMax 2

To specify the location of the named party

800

Geographic Location

Opt

AtMax 1

To specify the geographic place of the named party

FGS

LOOP

Opt

GT 1

900

FGS

Form Group

Opt

AtMax 1

To provide information for a section or data group in a form or schedule

1000

REF

Reference Identification

Opt

GT 1

To specify identifying information

1100

DTM

Date/Time Reference

Opt

GT 1

To specify pertinent dates and times

1200

TIA

Tax Information and Amount

Opt

GT 1

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

1300

MSG

Message Text

Opt

GT 1

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

1350

PCT

Percent Amounts

Opt

GT 1

To qualify percent amounts and supply percent amounts

AMT

LOOP

Opt

GT 1

1400

AMT

Monetary Amount

Opt

AtMax 1

To indicate the total monetary amount

1500

DTM

Date/Time Reference

Opt

GT 1

To specify pertinent dates and times

LOOP

Opt

GT 1

1600

Name

Opt

AtMax 1

To identify a party by type of organization, name, and code

1700

Additional Name Information

Opt

AtMax 2

To specify additional names

1800

IN2

Individual Name Structure Components

Opt

AtMax 10

To sequence individual name components for maximum specificity

1900

Address Information

Opt

AtMax 2

To specify the location of the named party

2000

Geographic Location

Opt

AtMax 1

To specify the geographic place of the named party

2100

Transaction Set Trailer

Mandatory

AtMax 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)

Elements

Position	Element	Name	Requirement	Type	Min/Max	Repeat

1	143	Transaction Set Identifier Code	Mandatory	ID	3/3	1

2	329	Transaction Set Control Number	Mandatory	Alphanumeric	4/9	1

3	1705	Implementation Convention Reference	Opt	Alphanumeric	1/35	1

EDI Dictionary

EDI 149 Notice Of Tax Adjustment Or Assessment

Segments

Elements