Version: 1.7.3

Update

Updates the information on Form 940SCHRs by Submission Id and Record Id.

Updated credit reduction rates for tax year 2024

State Name	Percentage
California (CA)	0.9%
New York (NY)	0.9%
Virgin Islands (VI)	4.2%

PUT Form940SchR/Update

Request Body

Field	Type	Description
SubmissionId	Guid	Unique identifier of a submission.
Form940SchRRecords	object[]	Collection of objects to update Form 940SCHR and aggregate Form 940 records.
Sequence	string	A unique number given by an inbound application to identify failed records. Size Range: ..10
ReturnHeader	object	Identifies the supporting details of Form940SCHR
ReturnType	string	Type of the return to be filed. Enter values like. Allowed values: "FORM940SCHR"
MoreClients	Boolean	When MoreClients is true, allows submission for more than 1000 clients . When MoreClients is false, allows a maximum of 1000 clients in one submission. Required only for Form 941SCHR/940SCHR.
TaxYr	string	Tax year for which Form 940 SCH R needs to be filed. Allowed values "2024" ,"2023" ,"2022", "2021", "2020"
Business	object	Object to identify the Business details.
BusinessId	Guid	Use the unique Business ID (Generated by TaxBandits), you received in the response of the Business CREATE Endpoint. If you have do not have a Business ID, ignore the field. By giving the Business ID, you do not have to provide all the business information again.
BusinessNm	string	Name of the business Size Range: ..75
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
Email	string	Email address of the business Size Range: ..100
ContactNm	string	OptionalName of the person who can be contacted by the IRS Size Range: ..27
Phone	string	Contact 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	Type of business. Optional for W-2/1099 and mandatory for 94X series. Size Range: ..4 Allowed values "ESTE", "PART", "CORP", "EORG", "SPRO" For the description of the Allowed Values , click here
SigningAuthority	object	Details of the person who is authorized to sign the return.
Name	string	Name of the signing authority. Size Range: ..35
Phone	string	Phone number of the signing authority. Size Range: 10
BusinessMemberType	string	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	Identifies the kind of employer. Mandatory for W-2 and optional for 1099-MISC and 94X series. Allowed values "FEDERALGOVT", "STATEORLOCAL501C", "NONGOVT501C", "STATEORLOCALNON501C", "NONEAPPLY"
KindOfPayer	string	Identifies the kind of payer. This field is mandatory in W-2 and optional in 1099-MISC and 94X series. 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: ..46
Address2	string	Optional Employer/Payer's suite or apartment Size Range: ..46
City	string	Employer/Payer's city Size Range: ..50
State	string	State code of the employer/payer. 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: ..50
Address2	string	Optional Employer/Payer's suite or apartment. Size Range: ..50
City	string	Employer/Payer's city. Size Range: ..50
ProvinceOrStateNm	string	Employer/Payer's province or state name. Size Range: ..50
Country	string	Employer/Payer country code. Refer Static values. Size Range: 2 Allowed values "AF", "AX", "AL", "AG", "AQ", "AN", "AO", "AV", "AY", "AC", "AR", "AM", "AA", "AT", "AS", "AU", "AJ", "BF", "BA", "FQ", "BG", "BB", "BO", "BE", "BH", "BN", "BD", "BT", "BL", "BK", "BC", "BV", "BR", "IO", "VI", "BX", "BU", "UV", "BM", "BY", "CB", "CM", "CA", "CV", "CJ", "CT", "CD", "CI", "CH", "KT", "IP", "CK", "CO", "CN", "CF", "CG", "CW", "CR", "CS", "IV", "HR", "CU", "UC", "CY", "EZ", "DA", "DX", "DJ", "DO", "DR", "TT", "EC", "EG", "ES", "EK", "ER", "EN", "ET", "FK", "FO", "FM", "FJ", "FI", "FR", "FP", "FS", "GB", "GA", "GG", "GM", "GH", "GI", "GR", "GL", "GJ", "GQ", "GT", "GK", "GV", "PU", "GY", "HA", "HM", "VT", "HO", "HK", "HQ", "HU", "IC", "IN", "ID", "IR", "IZ", "EI", "IS", "IT", "JM", "JN", "JA", "DQ", "JE", "JQ", "JO", "KZ", "KE", "KQ", "KR", "KN", "KS", "KV", "KU", "KG", "LA", "LG", "LE", "LT", "LI", "LY", "LS", "LH", "LU", "MC", "MK", "MA", "MI", "MY", "MV", "ML", "MT", "IM", "RM", "MR", "MP", "MX", "MQ", "MD", "MN", "MG", "MJ", "MH", "MO", "MZ", "WA", "NR", "BQ", "NP", "NL", "NC", "NZ", "NU", "NG", "NI", "NE", "NF", "CQ", "NO", "MU", "OC", "PK", "PS", "LQ", "PM", "PP", "PF", "PA", "PE", "RP", "PC", "PL", "PO", "RQ", "QA", "RO", "RS", "RW", "TB", "RN", "WS", "SM", "TP", "SA", "SG", "RI", "SE", "SL", "SN", "NN", "LO", "SI", "BP", "SO", "SF", "SX", "OD", "SP", "PG", "CE", "SH", "SC", "ST", "SB", "VC", "SU", "NS", "SV", "WZ", "SW", "SZ", "SY", "TW", "TI", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TX", "TK", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
PostalCd	string	Employer/Payer's postal code Size Range: ..16
IsThirdPartyDesignee	Boolean	When true, your third-party designee is allowed to discuss the return with the IRS
ThirdPartyDesignee	object	Third Party Designee Details
Name	string	Third Party Designee's name.
Phone	string	Third Party Designee's phone number.
PIN	string	A 5 digit PIN (Should not contain all zeroes) used when communicating to the IRS.
SignatureDetails	object	Identifies the signature type used in Form 940
SignatureType	string	Type of signature used to sign Form 940 SCHR Allowed values "ONLINE_SIGN_PIN", "FORM_8453_EMP","REPORTING_AGENT"
OnlineSignaturePIN	object	A 10-digit signature PIN to become an IRS authorized signer.
PIN	string	Sign using a 10 digit PIN received from the IRS. Size Range: 10
ReportingAgentPIN	object	A 5-digit number assigned by the IRS
PIN	string	Sign using a 5 digit PIN received from the IRS. Size Range: 5
Form8453EMP	object	An alternate option to sign the return using Form 8453 EMP when there is no PIN
ReturnData	object	Identifies the Form 940SCHR and Aggregate Form 940 data.
Form940MainFilerData	object	Form 940 Details of the CPEO or the sec. 3504 Agent's employees for Schedule R
IsSuccessorEmployer	Boolean	Are you a successor employer? (Yes / No)
IsAmended	Boolean	Is this an Amended return (Yes / No)
IsPymtsMadeToEmployees	Boolean	Have you made any payments to employees during the filing tax year? (Yes / No)
IsBusinessClosed	Boolean	Is this your final return? (Business closed or stopped paying wages) (Yes / No)
FilerType	string	Section 3504 Agent / CPEO Allowed values "SECTION3504AGENT", "CPEO"
TotTaxableWagesAmt	number	Total taxable FUTA wages amount Size Range: 0-9999999999999.99
FUTAAdjAmt	number	FUTA Adjustment amount Size Range: 0-9999999999999.99
TotCrdtRedAmt	number	Total credit reduction amount. Enter the total from Schedule A (Form 940) Size Range: 0-9999999999999.99
FUTATaxAfterAdjAmt	number	Total FUTA tax after adjustments amount Size Range: 0-9999999999999.99
TotDepositAmt	number	FUTA tax deposited for the year, including any overpayment applied from a prior year Size Range: 0-9999999999999.99
FUTAStates	object[]	Schedule A (Form 940), Multi-State Employer and Credit Reduction Information
StateCd	string	State code of the employer/client. 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"
TotTaxableFUTAwagesAmt	number	Total taxable FUTA wages amount of the state Size Range: 0-99999999999999.99
CreditReductionRt	number	Credit Reduction Rate of the state. To know the credit reduction rate for Tax year 2024, click here. Size Range: 0-99999999999999.99
CreditReductionAmt	number	Credit Reduction amount of the state. This will be equal to the Total taxable FUTA wages amount multiplied with the Credit Reduction Rate. (Round of the amount upto 2 digits after decimal point) Size Range: 0-99999999999999.99
AddForm940ClientDetails	object[]	Add a Collection of Form 940 Details of each client for Schedule R.
CSeqId	string	A unique sequence number of a client. Size Range: ..10
ClientEIN	string	Gets the client’s Employer identification number (EIN). Schedule R Column a. Size Range: 9
StateCd	string	State code of the Client. Schedule R Column b. 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"
WagesTypeCd	string	Gets the code type of wages,tips, and other compensation (CPEO Use Only). Schedule R Column c. Allowed values "A", "B","C", "D"
TotTaxableWagesAmt	number	Get the total taxable FUTA wages amount. Schedule R Column d. Size Range: 0-99999999999999.99
FUTAAdjAmt	number	Get the total adjustments to FUTA tax. Schedule R Column e. Size Range: 0-99999999999999.99
TotCrdtRedAmt	number	Get the total credit reduction amount. Schedule R Column f. Size Range: 0-99999999999999.99
FUTATaxAfterAdjAmt	number	Get the total FUTA tax after adjustment amount. Schedule R Column g. Size Range: 0-99999999999999.99
TotDepositAmt	number	Get the total FUTA tax deposit amount. Schedule R Column h. Size Range: 0-99999999999999.99
CRecordId	Guid	Unique identifier of a client record.
UpdateForm940ClientDetails	object[]	Update a Collection of Form 940 Details of each client for Schedule R.
CSeqId	string	A unique sequence number of a client. Size Range: ..10
ClientEIN	string	Gets the client’s Employer identification number (EIN). Schedule R Column a. Size Range: 9
StateCd	string	State code of the Client. Schedule R Column b. 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"
WagesTypeCd	string	Gets the code type of wages,tips, and other compensation (CPEO Use Only). Schedule R Column c. Allowed values "A", "B","C", "D"
TotTaxableWagesAmt	number	Get the total taxable FUTA wages amount. Schedule R Column d. Size Range: 0-99999999999999.99
FUTAAdjAmt	number	Get the total adjustments to FUTA tax. Schedule R Column e. Size Range: 0-99999999999999.99
TotCrdtRedAmt	number	Get the total credit reduction amount. Schedule R Column f. Size Range: 0-99999999999999.99
FUTATaxAfterAdjAmt	number	Get the total FUTA tax after adjustment amount. Schedule R Column g. Size Range: 0-99999999999999.99
TotDepositAmt	number	Get the total FUTA tax deposit amount. Schedule R Column h. Size Range: 0-99999999999999.99
CRecordId	Guid	Unique identifier of a client record.
DeleteForm940ClientDetails	object[]	Delete a Collection of Form 940 Details of each client for Schedule R.
ClientRecordId	Guid	Client Record Identifier
Form940Total	object	Aggregate Form 940 (Totals of Clients + the main filer). For Form 940
IsMultiState	Boolean	When true, identifies the employer as a multi-state employer.
WagesAmt	number	Gets the amount of the total payments made to all employees. Line 3. Size Range: 0-99999999999999.99
ExemptWagesAmt	number	Gets the amount of the payments exempt from FUTA tax. Line 4. Size Range: 0-99999999999999.99
IsFringeBenfs	Boolean	When true, identifies the payments exempt from FUTA tax has Fringe Benefits.
IsGrpTermLifeIns	Boolean	When true, identifies the payments exempt from FUTA tax has Group-term life insurance.
IsRetrmntOrPension	Boolean	When true, identifies the payments exempt from FUTA tax has Retirement/Pension.
IsDepCare	Boolean	When true, identifies the payments exempt from FUTA tax has Dependent care.
IsOtherExempt	Boolean	When true, identifies the payments exempt from FUTA tax has other Exempt.
WagesOverLmtAmt	number	Gets the total amount of the payments made to each employee in excess of $7,000. Line 5 Size Range: 0-99999999999999.99
TotExemptWagesAmt	number	Gets the subtotal amount by adding the amounts on Line 4 and 5 on Line 6. Size Range: 0-99999999999999.99
TotTaxableWagesAmt	number	Gets the total taxable FUTA wages by subtracting the amount on line 6 from line 3 on line 7. Size Range: 0-99999999999999.99
FUTATaxBeforeAdjAmt	number	Gets the total FUTA tax before adjustments by multiplying line 7 by 0.006 on line 8. Size Range: 0-99999999999999.99
MaxCreditAmt	number	Gets the amount by multiplying line 7 by 0.054 on line 9 if all taxable FUTA wages paid were excluded from state unemployment tax. Line 9. Size Range: 0-99999999999999.99
FUTAAdjAmt	number	Gets some of the taxable FUTA Wages that were excluded from State Unemployment Tax or the late payments that were made for state unemployment tax. Size Range: 0-99999999999999.99
TotCrdtRedAmt	number	Gets the FUTA taxable wages that were also subject to state unemployment taxes in any states that are subject to credit recuction. Line 11. Size Range: 0-99999999999999.99
FUTATaxAfterAdjAmt	number	Gets the total FUTA tax after adjustments amount by adding the amounts on Lines 8, 9, 10, 11. Line 12. Size Range: 0-99999999999999.99
TotDepositAmt	number	Gets the amount of FUTA tax deposited for the year, including any overpayment applied from a prior year. Line 13. Size Range: 0-99999999999999.99
FirstQtrTaxLiabilityAmt	number	Gets the FUTA Tax Liability amount for 1st quarter (January 1 – March 31). Line 16a. Size Range: 0-99999999999999.99
secondQtrTaxLiabilityAmt	number	Gets the FUTA Tax Liability amount for 2nd quarter (April 1 – June 30). Line 16b. Size Range: 0-99999999999999.99
ThirdQtrTaxLiabilityAmt	number	Gets the FUTA Tax Liability amount for 3rd quarter (July 1 – September 30). Line 16c. Size Range: 0-99999999999999.99
FourthQtrTaxLiabilityAmt	number	Gets the FUTA Tax Liability amount for 4th quarter (October 1 – December 31). Line 16d. Size Range: 0-99999999999999.99
TotTaxLiabilityAmt	number	Gets the total FUTA tax liability amount for the year. Line 17. Size Range: 0-99999999999999.99
BalanceDueAmt	number	Gets the difference amount of the balance due if line 12 is more than line 13. Line 14 Size Range: 0-99999999999999.99
OverPaidAmt	number	Gets the difference overpayment amount if line 13 is more than line 12. Line 15. Size Range: 0-99999999999999.99
OverPaymentRecoveryType	string	Gets the overpayment recovery type. Whether to have the IRS refund the excess amount or apply it to next return. Check only one box on line 15. Allowed values "REFUND", "APPLYTORETURN"
IRSPaymentType	string	Payment type to make payments to the IRS. Choose from EFW, EFTPS, Check or Money Order Allowed values "EFW", "EFTPS", "CHECK_OR_MO"
IRSPayment	object	Identifies the details of Electronic Funds Withdrawal (EFW) if paying the balance due along with the return
BankRoutingNum	string	Bank Routing Number of EFW payment Size Range: 9
AccountType	string	Account Type (Checking or Saving) of EFW payment
BankAccountNum	string	Bank Account Number of EFW payment Size Range: ..17
Phone	string	Phone of EFW payment Size Range: 10
FinalPayRoll	object	Identifies name and address of the Record Keeper
PersonNm	string	Name of the Record Keeper Size Range: ..40
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: ..46
Address2	string	Optional Employer/Payer's suite or apartment Size Range: ..46
City	string	Employer/Payer's city Size Range: ..50
State	string	State code of the employer/payer. 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: ..50
Address2	string	Optional Employer/Payer's suite or apartment Size Range: ..50
City	string	Employer/Payer's city Size Range: ..50
ProvinceOrStateNm	string	Employer/Payer's province or state name. Size Range: ..50
Country	string	Employer/Payer country code. Refer Static values. Size Range: 2 Allowed values "AF", "AX", "AL", "AG", "AQ", "AN", "AO", "AV", "AY", "AC", "AR", "AM", "AA", "AT", "AS", "AU", "AJ", "BF", "BA", "FQ", "BG", "BB", "BO", "BE", "BH", "BN", "BD", "BT", "BL", "BK", "BC", "BV", "BR", "IO", "VI", "BX", "BU", "UV", "BM", "BY", "CB", "CM", "CA", "CV", "CJ", "CT", "CD", "CI", "CH", "KT", "IP", "CK", "CO", "CN", "CF", "CG", "CW", "CR", "CS", "IV", "HR", "CU", "UC", "CY", "EZ", "DA", "DX", "DJ", "DO", "DR", "TT", "EC", "EG", "ES", "EK", "ER", "EN", "ET", "FK", "FO", "FM", "FJ", "FI", "FR", "FP", "FS", "GB", "GA", "GG", "GM", "GH", "GI", "GR", "GL", "GJ", "GQ", "GT", "GK", "GV", "PU", "GY", "HA", "HM", "VT", "HO", "HK", "HQ", "HU", "IC", "IN", "ID", "IR", "IZ", "EI", "IS", "IT", "JM", "JN", "JA", "DQ", "JE", "JQ", "JO", "KZ", "KE", "KQ", "KR", "KN", "KS", "KV", "KU", "KG", "LA", "LG", "LE", "LT", "LI", "LY", "LS", "LH", "LU", "MC", "MK", "MA", "MI", "MY", "MV", "ML", "MT", "IM", "RM", "MR", "MP", "MX", "MQ", "MD", "MN", "MG", "MJ", "MH", "MO", "MZ", "WA", "NR", "BQ", "NP", "NL", "NC", "NZ", "NU", "NG", "NI", "NE", "NF", "CQ", "NO", "MU", "OC", "PK", "PS", "LQ", "PM", "PP", "PF", "PA", "PE", "RP", "PC", "PL", "PO", "RQ", "QA", "RO", "RS", "RW", "TB", "RN", "WS", "SM", "TP", "SA", "SG", "RI", "SE", "SL", "SN", "NN", "LO", "SI", "BP", "SO", "SF", "SX", "OD", "SP", "PG", "CE", "SH", "SC", "ST", "SB", "VC", "SU", "NS", "SV", "WZ", "SW", "SZ", "SY", "TW", "TI", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TX", "TK", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
PostalCd	string	Employer/Payer's postal code . Size Range: ..16
ScheduleA	object[]	Schedule A (Form 940), Multi-State Employer and Credit Reduction Information
StateCd	string	State code of the employer/client. 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"
TotTaxableFUTAwagesAmt	number	Total taxable FUTA wages amount of the state Size Range: 0-99999999999999.99
CreditReductionRt	number	Credit Reduction Rate of the state. To know the credit reduction rate for Tax year 2024, click here. Size Range: 0-99999999999999.99
CreditReductionAmt	number	Credit Reduction amount of the state. This will be equal to the Total taxable FUTA wages amount multiplied with the Credit Reduction Rate. (Round of the amount upto 2 digits after decimal point) Size Range: 0-99999999999999.99
RecordId	Guid	Unique identifier of a record.

note

All the amount fields should be rounded to two decimal places. An error will occur if you enter more than two decimal places. The error will apply even if the value is 0.000.

Request JSON

{
    "SubmissionId": "035cf5e6-7852-418a-807c-36466125e36e",
    "Form940SchRRecords": [
        {
            "SequenceId": "01",
            "ReturnHeader": {
                "ReturnType": "FORM940SCHR",
                "MoreClients": true,
                "TaxYr": "2024",
                "Business": {
                    "BusinessId": null,
                    "BusinessNm": "Snowdaze LLC",
                    "TradeNm": "Kodak",
                    "IsEIN": true,
                    "EINorSSN": "006733427",
                    "Email": "john@sample.com",
                    "ContactNm": "John",
                    "Phone": "1234567890",
                    "PhoneExtn": null,
                    "Fax": null,
                    "BusinessType": "ESTE",
                    "SigningAuthority": {
                        "Name": "John",
                        "Phone": "1234567890",
                        "BusinessMemberType": "ADMINISTRATOR"
                    },
                    "KindOfEmployer": "FEDERALGOVT",
                    "KindOfPayer": "REGULAR941",
                    "IsBusinessTerminated": false,
                    "IsForeign": false,
                    "USAddress": {
                        "Address1": "1741 Kinsey Rd",
                        "Address2": "Main St",
                        "City": "Dothan",
                        "State": "AL",
                        "ZipCd": "36303"
                    },
                    "ForeignAddress": {
                        "Address1": null,
                        "Address2": null,
                        "City": null,
                        "ProvinceOrStateNm": null,
                        "Country": null,
                        "PostalCd": null
                    }
                },
                "IsThirdPartyDesignee": false,
                "ThirdPartyDesignee": {
                    "Name": null,
                    "Phone": null,
                    "PIN": null
                },
                "SignatureDetails": {
                    "SignatureType": "ONLINE_SIGN_PIN",
                    "OnlineSignaturePIN": {
                        "PIN": "1234567891"
                    },
                    "ReportingAgentPIN": {
                        "PIN": null
                    },
                    "Form8453EMP": null
                }
            },
            "ReturnData": {
                "Form940MainFilerData": {
                    "IsSuccessorEmployer": false,
                    "IsAmended": false,
                    "IsPymtsMadeToEmployees": true,
                    "IsBusinessClosed": false,
                    "FilerType": "CPEO",
                    "TotTaxableWagesAmt": 0,
                    "FUTAAdjAmt": 0,
                    "TotCrdtRedAmt": 0,
                    "FUTATaxAfterAdjAmt": 0.0,
                    "TotDepositAmt": 0,
                    "FUTAStates": null
                },
                "AddForm940ClientDetails": [
                    {
                        "CSeqId": "3",
                        "ClientEIN": "234897654",
                        "StateCd": "NY",
                        "WagesTypeCd": "C",
                        "TotTaxableWagesAmt": 233333.4,
                        "FUTAAdjAmt": 0.0,
                        "TotCrdtRedAmt": 2100.0,
                        "FUTATaxAfterAdjAmt": 6066.6,
                        "TotDepositAmt": 0.0,
                        "CRecordId": null
                    }
                ],
                "UpdateForm940ClientDetails": null,
                "DeleteForm940ClientDetails": null,
                "Form940Total": {
                    "IsMultiState": true,
                    "WagesAmt": 700000.06,
                    "ExemptWagesAmt": 0.0,
                    "IsFringeBenfs": false,
                    "IsGrpTermLifeIns": false,
                    "IsRetrmntOrPension": false,
                    "IsDepCare": false,
                    "IsOtherExempt": false,
                    "WagesOverLmtAmt": 0.0,
                    "TotExemptWagesAmt": 0.0,
                    "TotTaxableWagesAmt": 700000.06,
                    "FUTATaxBeforeAdjAmt": 4200.0,
                    "MaxCreditAmt": 0.0,
                    "FUTAAdjAmt": 0.0,
                    "TotCrdtRedAmt": 14000.0,
                    "FUTATaxAfterAdjAmt": 18200,
                    "TotDepositAmt": 0.0,
                    "FirstQtrTaxLiabilityAmt": 0.0,
                    "secondQtrTaxLiabilityAmt": 0.0,
                    "ThirdQtrTaxLiabilityAmt": 0.0,
                    "FourthQtrTaxLiabilityAmt": 18200,
                    "TotTaxLiabilityAmt": 18200,
                    "BalanceDueAmt": 18200,
                    "OverPaidAmt": 0,
                    "OverPaymentRecoveryType": null
                },
                "IRSPaymentType": "CHECK_OR_MO",
                "IRSPayment": {
                    "BankRoutingNum": null,
                    "AccountType": null,
                    "BankAccountNum": null,
                    "Phone": null
                },
                "FinalPayRoll": {
                    "PersonNm": null,
                    "IsForeign": false,
                    "USAddress": {
                        "Address1": null,
                        "Address2": null,
                        "City": null,
                        "State": null,
                        "ZipCd": null
                    },
                    "ForeignAddress": null
                },
                "ScheduleA": [
                    {
                        "StateCd": "VI",
                        "TotTaxableFUTAwagesAmt": 233333.33,
                        "CreditReductionRt": 0.042,
                        "CreditReductionAmt": 9800.0
                    },
                    {
                        "StateCd": "CA",
                        "TotTaxableFUTAwagesAmt": 233333.33,
                        "CreditReductionRt": 0.009,
                        "CreditReductionAmt": 2100.0
                    },
                    {
                        "StateCd": "NY",
                        "TotTaxableFUTAwagesAmt": 233333.33,
                        "CreditReductionRt": 0.009,
                        "CreditReductionAmt": 2100.0
                    }
                ]
            },
            "RecordId": "b0369198-07f3-401a-bb13-2b796235d93c"
        }
    ]
}

Response Body

Field	Type	Description
StatusCode	number	Returns the HTTP status codes like 200,300 etc.
StatusName	string	Name of the status code.
StatusMessage	string	Detailed status message.
SubmissionId	Guid	Unique identifier of a submission
Form940SchRRecords	object	Pulls the Form 940SCHR records with Success and Error statuses
SuccessRecords	object[]	It will show the detailed information about the success status of Form 940 Records
Sequence	string	A unique number given by an inbound application to identify failed records.
RecordId	Guid	Unique identifier of a record.
RecordStatus	string	Returns the status of the records.
CreatedTs	string	Date and time of return created.
UpdatedTs	string	Date and time of return updated.
ClientSuccessRecords	object[]	Client Success Status.
CSeqId	string	This identifies the sequence on the record sent in the payload. When errors occur we will send the errors attached to particular sequence.
CRecordId	string	Client Record Identifier
RecordStatus	string	Return status details like Processing, Created, Accepted, Rejected.
CreatedTs	string	Return created date and time
UpdatedTs	string	Return updated date and time
ErrorRecords	object[]	It will show the detailed information about the error status of Form 940 Records
RecordId	Guid	Unique identifier of a record
Sequence	string	A unique number given by an inbound application to identify failed records.
Errors	object[]	Shows detailed error information.
Code	string	Returns the validation error code.
Name	string	Name of the validation error.
Message	string	Description of the validation error.
Type	string	Type of validation error.
ClientErrorRecords	object[]	Client Error Status.
CSeqId	object[]	This identifies the sequence on the record sent in the payload. When errors occur we will send the errors attached to particular sequence.
CRecordId	object[]	Client Record Identifier
Errors	object[]	It will show the detailed information about the error.
Code	string	It will return the validation error code.
Name	string	It will return the name of the validation error.
Message	string	It will return the detailed message of the validation error.
Type	string	It will show the type of an error.
Errors	object[]	Shows detailed error information.
Code	string	Returns the validation error code.
Name	string	Name of the validation error.
Message	string	Description of the validation error.
Type	string	Type of validation error.

Response JSON

Success Response - This is a sample response for successful API requests.

{
   "StatusCode": 200,
   "StatusName": "Ok",
   "StatusMessage": "Successful API call",
   "SubmissionId": "e6e465db-f293-44e6-b659-3e528ea0cec7",
   "Form940SchRRecords": {
       "SuccessRecords": [
           {
               "Sequence": "01",
               "RecordId": "b3b9fc3c-6577-418f-bc5e-895b9478ce25",
               "RecordStatus": "Created",
               "CreatedTs": "2021-03-29 09:54:08 -04:00",
               "UpdatedTs": "2021-03-29 09:59:34 -04:00",
               "ClientSuccessRecords": [
                   {
                       "CSeqId": "1",
                       "CRecordId": "3982d093-1838-404b-8b0c-9bc1491c9701",
                       "RecordStatus": "Updated",
                       "CreatedTs": "2021-03-29 09:54:09 -04:00",
                       "UpdatedTs": "2021-03-29 09:59:34 -04:00"
                   }
               ]
           }
       ],
       "ErrorRecords": null
   },
   "Errors": null
}

W-9 Automation

BOIR Automation

TIN Matching

1099 Automation

941/940 Automation

W-2 Automation

ACA Automation

Supported Forms

Gig Software

Payroll Software

Affiliate Software

HOA Software

Reselling Platform

HCM Providers

Property Management