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Version: 1.7.3

IRIS Updates for 2024

We have some important updates regarding our API integration, particularly in light of the upcoming changes stemming from the IRS IRIS implementation.

As you may be aware, the IRS is undergoing significant changes. The changes we're making to our API are aligned with the broader shifts expected from the IRS due to the IRIS implementation. This ensures that our platform remains compliant and seamlessly integrates with any updates from the IRS.

Note: We understand that adapting to new systems can be challenging, which is why we want to assure you that even if you choose not to accommodate the changes immediately, your current integration will be working as normal. We're committed to ensuring you a smooth transition.

API Endpoint changes

All the Form endpoints will have new nodes introduced mainly to differentiate a Business and an Individual.

Business or Payer

Currently, you would have been used to provide the payer data in the BusinessNm field, irrespective of whether the payer is an individual or a business.

Now, with this update, if the payer is an Individual, you can use the new nodes to send the Individual information.

FieldTypeDescription
FirstNmstringFirst Name of the Individual.
Size Range: ..20
MiddleNmstringMiddle Name of the Individual.
Size Range: ..20
LastNmstringLast Name of the Individual.
Size Range: ..20
SuffixstringSuffix.
Size Range: ..20

If the Payer is a Business, you can follow the same process as earlier.

FieldTypeDescription
BusinessNmstringName of the business.
Size Range: ..75
TradeNmstringName under which the business operates .
Size Range: ..75

Recipient

Currently, you would have been used to provide the recipient data in the FirstPayeeNm field, irrespective of whether the recipient is an individual or a business.

Now, with this update, if the recipient is an Individual, you can use the new nodes to send the Individual information.

FieldTypeDescription
FirstNmstringFirst Name of the Individual.
Size Range: ..20
MiddleNmstringMiddle Name of the Individual.
Size Range: ..20
LastNmstringLast Name of the Individual.
Size Range: ..20
SuffixstringSuffix.
Size Range: ..20

If the Recipient is a Business, you can follow the same process as earlier.

FieldTypeDescription
FirstPayeeNmstringEnter the recipient's business name here.
Size Range: ..40
SecondPayeeNmstringIf there are multiple recipients (for example, partners, joint owners, or spouses), use this field for those names not associated with the TIN or if not enough space was provided in the First Payee Name, continue the name in this field.
Size Range: ..40

By implementing these changes, we're preparing you for the upcoming 2025 tax season. Our goal is to provide you with a robust and reliable platform that meets your needs and simplifies the tax filing process for you and your clients.

Release Dates

EnvironmentDate
Sandbox Release DateJuly 5, 2024
Live Release DateAugust 5, 2024

Note: We understand that adapting to new systems can be challenging, especially in a short span of time. However, we are making these changes to align with the IRS updates and our clients’ requirements. We want to assure you that even if you choose not to accommodate the changes immediately, your current integration will be working as normal. We're committed to ensuring you a smooth transition.