ValidateForm
Validates the Forms in the request against IRS Business rules and field specification without creating the returns in TaxBandits.
POST Form5498/ValidateForm
Request Body
Field | Type | Description |
---|---|---|
SubmissionManifest | object | SubmissionManifest provides brief information about a particular submission on the whole. It contains information like
|
SubmissionId | Guid | Unique identifier created by TaxBandits for each submission. Not required when you are creating a return. |
TaxYear | string | Tax year of Form 5498 to be filed. Allowed values: "2023" |
IsFederalFiling | Boolean | Federal Filing for the return will be enabled when the value is True. Form 5498 will be sent directly to the IRS. |
IsPostal | Boolean | If this value is set as true, the Postal Mailing service will be opted for all the recipients included in the submission. Once the returns are transmitted, the Form 5498 form copies will be mailed to the recipient's address via USPS. Note: Postal Orders for Foreign Address will not be created. |
IsOnlineAccess | Boolean | If this value is set as true, the Online Access service will be enabled for all the recipients included in the submission. Once the returns are transmitted, an email with a link to the secure TaxBandits portal will be sent to the recipients. The recipients can then provide consent and download Form 5498 copies from the portal. |
IsScheduleFiling | Boolean | When true, schedule filing services will be provided for Form 5498 returns under this submission. |
ScheduleFiling | object | Contains preferred date to submit the returns to IRS. It is required only when "IsScheduleFiling" is set as True. |
ReturnHeader | object | Contains information about the Business details. |
Business | object | Object to identify the Business Details. |
BusinessId | Guid | Optional Use the unique Business Id (Generated by TaxBandits) you received in response to the Business CREATE Endpoint. By giving the Business Id, you do not have to provide all the business information again. If you do not have a Business Id, ignore the field. |
BusinessNm | string | Name of the business Size Range: ..75 |
PayerRef | string | Optional An unique identifier for each payer completing their information. This identifier can be used in future references of the payer in the API. Size Range: ..50 |
TradeNm | string | Optional Name under which the business operates. Size Range: ..75 |
IsEIN | Boolean | When true, identifies the business with an EIN. |
EINorSSN | string | When IsEIN is true, use Employer Identification Number (EIN). When IsEIN is false, use Social Security Number (SSN). Size Range: 9-11 |
string | Optional Email address of the Business. Size Range: ..100 | |
ContactNm | string | Optional Name of the person who can be contacted by the IRS. Size Range: ..27 |
Phone | string | Optional Phone number of the business. Size Range: 10 |
PhoneExtn | string | Optional Extension of the business phone number. Size Range: ..5 |
Fax | string | Optional Fax number of the Business. Size Range: 10 |
BusinessType | string | Optional Type of business. Optional for w-2/5498 and mandatory for 94X series. Size Range: 4 Allowed values"ESTE", "PART", "CORP", "EORG", "SPRO" |
SigningAuthority | object | Optional Details of the person who is authorized to sign the return. |
Name | string | Optional Name of the signing authority. Size Range: ..35 |
Phone | string | Optional Phone number of the signing authority. Size Range: 10 |
BusinessMemberType | string | Optional Business title of the signing authority. Size Range: 5..29 Allowed values"CORPORATESECRETARY", "SECRETARYTREASURER", "PARTNER", "GENERALPARTNER", "LIMITEDPARTNER", "LLCMEMBER", "MANAGINGMEMBER", "MANAGER", "TAXMATTERPARTNER", "PRESIDENT", "VICEPRESIDENT", "CORPORATETREASURER", "TREASURER", "ASSISTANTTREASURER", "CHIEFACCOUNTINGOFFICER", "CHIEFEXECUTIVEOFFICER", "CHIEFFINANCIALOFFICER", "TAXOFFICER", "CHIEFOPERATINGOFFICER", "CORPORATEOFFICER", "EXECUTIVEDIRECTOR", "DIRECTOR", "CHAIRMAN", "EXECUTIVEADMINISTRATOR", "RECEIVER", "PASTOR", "ASSISTANTTORELIGIOUSLEADER", "REVEREND", "PRIEST", "MINISTER", "RABBI", "LEADEROFRELIGIOUSORGANIZATION", "SECRETARY", "DIRECTOROFTAXATION", "DIRECTOROFPERSONNEL", "ADMINISTRATOR", "EXECUTOR", "TRUSTEE", "FIDUCIARY", "OWNER", "SOLEPROPRIETOR", "MEMBER", "SOLEMEMBER" |
KindOfEmployer | string | Optional Identifies the kind of employer. Mandatory for W-2 and Optional for 5498.Allowed values"FEDERALGOVT", "STATEORLOCAL501C", "NONGOVT501C", "STATEORLOCALNON501C", "NONEAPPLY" |
KindOfPayer | string | Optional Identifies the kind of payer. This field is mandatory in W-2 and Optional in 5498.Allowed values"REGULAR941", "REGULAR944", "AGRICULTURAL943", "HOUSEHOLD", "MILITARY", "MEDICAREQUALGOVEM", "RAILROADFORMCT1" |
IsBusinessTerminated | Boolean | When true, identifies the business as terminated. |
IsForeign | Boolean | When true, identifies the business address with a foreign address. |
USAddress | object | If IsForeign is false, pass US address of the business. |
Address1 | string | Employer/Payer's US address (street address or post office box of that locality). Size Range: ..35 |
Address2 | string | Optional Employer/Payer's suite or apartment. Size Range: ..35 |
City | string | Employer/Payer's city. Size Range: ..27 |
State | string | Employer/Payer's state code. Refer Static values. Size Range: 2 Allowed values"AL", "AK", "AZ", "AR", "CA", "CO", "CT", "DE", "DC", "FL", "GA", "HI", "ID", "IL", "IN", "IA", "KS", "KY", "LA", "ME", "MD", "MA", "MI", "MN", "MS", "MO", "MT", "NE", "NV", "NH", "NJ", "NM", "NY", "NC", "ND", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VT", "VA", "WA", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP" |
ZipCd | string | Employer/Payer's zip code Size Range: 5..10 |
ForeignAddress | object | If IsForeign is true, pass foreign address of the business |
Address1 | string | Employer/Payer's foreign address (street address or post office box of that locality). Size Range: ..35 |
Address2 | string | Optional Employer/Payer's suite or apartment. Size Range: ..35 |
City | string | Employer/Payer's city. Size Range: ..27 |
ProvinceOrStateNm | string | Employer/Payer's province or state name. Size Range: ..30 |
Country | string | Employer/Payer's country Size Range: 2 Allowed values"CA", "MX", "AF", "AX", "XI", "AL", "AG", "AQ", "AN", "AO", "AV", "AY", "AC", "AR", "AM", "AA", "XA", "AT", "AS", "AU", "AJ", "XZ", "BF", "BA", "FQ", "BG", "BB", "BS", "BO", "BE", "BH", "BN", "BD", "BT", "BL", "BK", "BC", "BV", "BR", "IO", "VI", "BX", "BU", "UV", "BM", "BY", "CB", "CM", "XY", "CV", "CJ", "CT", "CD", "XC", "CI", "CH", "KT", "IP", "CK", "CO", "CN", "CF", "CG", "CW", "CR", "VP", "CS", "IV", "HR", "CU", "CY", "EZ", "DA", "DX", "DJ", "DO", "DR", "TT", "EC", "EG", "ES", "UK", "EK", "ER", "EN", "ET", "EU", "FK", "FO", "FM", "FJ", "FI", "FR", "FG", "FP", "FS", "GB", "GA", "GZ", "GG", "GM", "GH", "GI", "GO", "GR", "GL", "GJ", "GP", "GQ", "GT", "GK", "GV", "PU", "GY", "HA", "HM", "HO", "HK", "HQ", "HU", "IC", "IN", "ID", "IR", "IZ", "EI", "IS", "IT", "JM", "JN", "JA", "DQ", "JE", "JQ", "JO", "JU", "KZ", "KE", "KQ", "KR", "KN", "KS", "KU", "KG", "LA", "LG", "LE", "LT", "LI", "LY", "LS", "LH", "LU", "MC", "MK", "MA", "MI", "MY", "MV", "ML", "MT", "IM", "RM", "MB", "MR", "MP", "MF", "MQ", "MD", "MN", "MG", "MJ", "MH", "MO", "MZ", "XM", "WA", "NR", "BQ", "NP", "NL", "NT", "NC", "NZ", "NU", "NG", "NI", "NE", "NF", "XN", "CQ", "NO", "MU", "OC", "PK", "LQ", "PS", "PM", "PP", "PF", "PA", "PE", "RP", "PC", "PL", "PO", "RQ", "QA", "RE", "RO", "RS", "RW", "WS", "SM", "TP", "SA", "XS", "SG", "RI", "SE", "SL", "SN", "XR", "LO", "SI", "BP", "SO", "SF", "SX", "SP", "PG", "CE", "SH", "SC", "ST", "SB", "VC", "SU", "NS", "SV", "WZ", "SW", "SZ", "SY", "TW", "TI", "TZ", "TH", "TO", "TL", "TN", "TD", "XT", "TE", "TS", "TU", "TX", "TK", "TV", "UG", "UP", "AE", "UY", "UZ", "NH", "VT", "VE", "VM", "VQ", "WQ", "XW", "WF", "WE", "WI", "YM", "YI", "ZA", "ZI" |
PostalCd | string | Employer/Payer's postal code. |
ReturnData | object[] | Contains information about the recipient details and Form 5498 details. |
RecordId | Guid | Unique Identifier of the Record. Mention the Form 5498 return's Record ID that you want to update. If you do not provide the Record ID, then a new record will be added to the submission. |
SequenceId | string | An unique reference ID for the submission that can be used to identify a particular record. The Sequence ID will be returned in the Response for your reference. Size Range: 50 |
IsPostal | Boolean | If this value is set as true, the Postal Mailing service will be opted for the recipient included in the record. Once the return is transmitted, the Form 5498 copy will be mailed to the recipient's address via USPS. Postal Orders for Foreign Address will not be created. Note: To enable this, you must have set the IsPostal value as True under the submission. You can set this value as False for the other records for which you don’t want this service. |
IsOnlineAccess | Boolean | If this value is set as true, the Online Access service will be enabled for the recipient included in the record. Once the return is transmitted, an email with a link to the secure TaxBandits portal will be sent to the recipient. The recipient can then provide consent and download Form 5498 copy from the portal. Note: To enable this, you must have set the IsOnlineAccess value as True under the submission. You can set this value as False for the other records for which you don’t want this service. |
Recipient | object | Object to identify the recipient details. |