1099/W-2 Reconciliation Report for Payer

1099/W-2 Reconciliation Report for Payer

Use this endpoint to retrieve a summary of 1099/W-2 filings for a specific payer (business).

In the API request, you must provide the BusinessId or PayerRef of the corresponding payer, specify the date range for the period you wish to generate the report, and include the relevant tax year. This will retrieve the filling summary for the payers across all submissions.

If you need to retrieve the filling summary for the payer under a specific submission, you can provide the SubmissionId in the request.

GET Reports/Form1099W2BusinessReport 

Run in Postman

Request Params

Field	Type	Description
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.
PayerRef	string	Optional An unique identifier for each payer completing their information.
SubmissionId	Guid	Unique identifier created by TaxBandits for each submission.
TaxYear	string	Enter the tax year for which 1099/W-2 reconcile records should be listed Allowed values "2023","2024","2025"
FromDate	string	Enter a date from which 1099/W2 reconcile records need to be listed in MM/DD/YYYY format.
ToDate	string	Enter a date till which 1099/W2 reconcile records created are to be listed in MM/DD/YYYY format.
Page	number	Selected page number to be listed
PageSize	number	Number of 1099/W2 reconcile records to be listed in each page. Note: PageSize can be maximum of 100.

Response Body

Field	Type	Description
BusinessId	Guid	Unique identifier of a Business.
PayerRef	string	Unique identifier of the payer.
BusinessNm	string	Name of the business
TIN	String	Taxpayer Identification Number of the requester.
ReconcileReport	Object	Returns the reconcile information about 1099/W2 form series filed by the requester
W21099ACASubmissions	Object[]	Returns detailed reconcile information (for each submission) of 1099/W2 form series filled by the requester
SubmissionId	Guid	Unique identifier of a submission
TaxYear	string	Returns the tax year of the submission
FormType	string	Returns the form type of the submission
TotalRecords	number	Returns the total number of records in the submission
FederalSummary	object	Returns summary of federal filing service type
Created	number	Returns the total number of returns in CREATED status
Transmitted	number	Returns the total number of returns in TRANSMITTED status
SentToAgency	number	Returns the total number of returns in SENT TO AGENCY status
Accepted	number	Returns the total number of returns in ACCEPTED status
Rejected	number	Returns the total number of returns in REJECTED status
AcceptedWithErrors	number	Returns the total number of returns in ACCEPTEDWITHERRORS status
StateSummary	Object	Returns the summary of state filing service type
Created	number	Returns the total number of returns in CREATED status
Transmitted	number	Returns the total number of returns in TRANSMITTED status
SentToAgency	number	Returns the total number of returns in SENT TO AGENCY status
Accepted	number	Returns the total number of returns in ACCEPTED status
Rejected	number	Returns the total number of returns in REJECTED status
PostalSummary	object	Returns the summary of postal mailing service type
Created	number	Returns the total number of records opted for postal mailing service type
Sent	number	Returns the total number of returns in SENT status
Received	number	Returns the total number of returns in RECEIVED status
NotCreated	number	Returns the total number of returns in NOTCREATED status
OnlineAccessSummary	object	Returns the summary of online access service type
Created	number	Returns the total number of returns in CREATED status
OrderReceived	number	Returns the total number of returns in ORDER_RECEIVED status
EmailSent	number	Returns the total number of returns in EMAIL_SENT status
DownloadedForm	number	Returns the total number of returns in DOWNLOADED_FORM status
ViewedForm	number	Returns the total number of returns in VIEWED_FORM status
TotalSubmissions	number	Returns the count of total submissions
TotalRecords	number	Total number of records.
TotalPages	number	Total number of pages.
Page	number	Pulls the records listed in the page selected
PageSize	number	Number of reconcile records to be listed in each page.
Errors	object[]	Shows detailed error information
Id	string	Returns the validation error id
Name	string	Name of the validation error
Message	string	Description of the validation error

Request Params

"Reports/Form1099W2BusinessReport?BusinessId=98a5d76f-df5a-4184-ad5b-df6cb0ef5bc5"

Response JSON

{
    "BusinessId": "98a5d76f-df5a-4184-ad5b-df6cb0ef5bc5",
    "PayerRef": null,
    "BusinessNm": "Snowdaze LLC",
    "TIN": "65-7368245",
    "TotalSubmissions": 2,
    "TotalRecords": 2,
    "ReconcileReport": {
        "W21099ACASubmissions": [
            {
                "SubmissionId": "a9c6c150-35e1-47ff-8008-2b314c63e03f",
                "TaxYear": "2024",
                "FormType": "Form 1099 NEC",
                "TotalRecords": 1,
                "FederalSummary": {
                    "Created": 0,
                    "Transmitted": 1,
                    "SentToAgency": 0,
                    "Accepted": 0,
                    "Rejected": 0,
                    "AcceptedWithErrors": 0
                },
                "StateSummary": {
                    "Created": 0,
                    "Transmitted": 2,
                    "SentToAgency": 0,
                    "Accepted": 0,
                    "Rejected": 0
                },
                "PostalSummary": {
                    "Created": 0,
                    "Received": 1,
                    "Sent": 0
                },
                "OnlineAccessSummary": {
                    "Created": 0,
                    "OrderReceived": 0,
                    "EmailSent": 1,
                    "DownloadedForm": 0,
                    "ViewedForm": 0
                }
            },
            {
                "SubmissionId": "19f08fd9-22ac-4bdc-aa9b-a4f669e0b9d5",
                "TaxYear": "2024",
                "FormType": "Form 1099 NEC",
                "TotalRecords": 1,
                "FederalSummary": {
                    "Created": 0,
                    "Transmitted": 1,
                    "SentToAgency": 0,
                    "Accepted": 0,
                    "Rejected": 0,
                    "AcceptedWithErrors": 0
                },
                "StateSummary": null,
                "PostalSummary": {
                    "Created": 0,
                    "Received": 1,
                    "Sent": 0
                },
                "OnlineAccessSummary": {
                    "Created": 0,
                    "OrderReceived": 0,
                    "EmailSent": 1,
                    "DownloadedForm": 0,
                    "ViewedForm": 0
                }
            }
        ]
    },
    "TotalPages": 1,
    "Page": 1,
    "PageSize": 100,
    "Errors": null
}