EDI 151 Electronic Filing of Tax Return Data Acknowledgment

Functional Group TA

X12F Finance Subcommittee

This X12 Transaction Set contains the format and establishes the data contents of the Electronic Filing of Tax Return Data Acknowledgment Transaction Set (151) within the context of an Electronic Data Interchange (EDI) environment. This transaction set is used to electronically acknowledge receipt of each tax return filed using the Electronic Filing of Tax Return Data Transaction Set (813) and may indicate any error conditions. This transaction set can be used by a federal, state, or local taxing authority to acknowledge the status of an electronically filed tax return which has been electronically filed using Transaction Set 813.

Heading

1. 0100 · ST · Transaction Set Header · Max 1 · Mandatory

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

2. 0200 · BTA · Beginning Tax Acknowledgment · Max 1 · Mandatory

   To acknowledge acceptance or rejection of a transaction set

3. 0300 · BTI · Beginning Tax Information · Max 1 · Mandatory

   To indicate the type of tax information

4. 0350 · DTM · Date/Time Reference · Max 10 · Optional

   To specify pertinent dates and times

5. 0400 · REF · Reference Information · Max 10 · Optional

   To specify identifying information

   The REF segment is used to provide identification numbers for this acknowledgment.

6. 0420 · AMT · Monetary Amount Information · Max 10 · Optional

   To indicate the total monetary amount

7. 0440 · QTY · Quantity Information · Max 10 · Optional

   To specify quantity information

8. PBI Loop Optional Repeat 1000

   1. 0500 · PBI · Problem Identification · Max 1 · Mandatory

      To identify an error or previously transmitted error

   2. 0600 · TIA · Tax Information and Amount · Max 2 · Optional

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

Detail

1. TFS Loop Optional Repeat 100000

   1. 0100 · TFS · Tax Form · Max 1 · Mandatory

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

   2. 0200 · REF · Reference Information · Max 10 · Optional

      To specify identifying information

   3. 0250 · DTM · Date/Time Reference · Max 10 · Optional

      To specify pertinent dates and times

   4. PBI Loop Optional Repeat 1000

      1. 0300 · PBI · Problem Identification · Max 1 · Mandatory

         To identify an error or previously transmitted error

      2. 0350 · TIA · Tax Information and Amount · Max 2 · Optional

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

   5. FGS Loop Optional Repeat 100000

      1. 0400 · FGS · Form Group · Max 1 · Mandatory

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

      2. 0420 · REF · Reference Information · Max 10 · Optional

         To specify identifying information

      3. 0450 · DTM · Date/Time Reference · Max 10 · Optional

         To specify pertinent dates and times

      4. PBI Loop Optional Repeat 1000

         1. 0500 · PBI · Problem Identification · Max 1 · Mandatory

            To identify an error or previously transmitted error

         2. 0550 · TIA · Tax Information and Amount · Max 2 · Optional

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

2. 0600 · SE · Transaction Set Trailer · Max 1 · Mandatory

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