BOI Reporting
| Forms | Description | API Endpoints |
|---|---|---|
| BOIR | Used to report information about the beneficial owners of a reporting company, ensuring compliance with FinCEN requirements. | Endpoints |
BOIR
Used to report information about the beneficial owners of a reporting company, ensuring compliance with FinCEN requirements.
1099 Forms
| Forms | Description | API Endpoints |
|---|---|---|
| Form 1099-NEC | Used to report the non-employee compensation such as payments made to independent contractors, freelancers, etc. | Endpoints |
| Form 1099-MISC | Used to report miscellaneous payments such as rents, prizes, medical and health care payments, etc. | Endpoints |
| Form 1099-K | Used to report the transactions made through online payment cards and third-party networks. | Endpoints |
| Form 1099-INT | Used to report payments made as interest income, interest on U.S. savings bonds and treasury obligations, etc. | Endpoints |
| Form 1099-DIV | Used to report the payments made to the investors as dividends and distributions for various investments. | Endpoints |
| Form 1099-R | Used to report payments made as distributions on retirement benefits such as pensions, annuities, etc. | Endpoints |
| 1099 State Filing | Apart from federal filings, 1099 Forms are required to be filed with some states as well. Check out your 1099 state filing requirements. | Endpoints |
| Form 1042-S | Used to report the payments made to any foreign individuals or entities. | Endpoints |
| Form W-2G | Used to report the winnings from gambling activities such as Horse Racing, Sweepstakes, etc. | Endpoints |
| Form 1099-A | Used to report the acquisition or abandonment of secured property. | Endpoints |
| Form 1099-B | Used to report the proceeds made from the broker or barter exchange transactions. | Endpoints |
| Form 1099-C | Used by applicable financial entities to report the cancellation of $600 or more in debt owed to them by debtors. | Endpoints |
| Form 1099-G | Used by Federal, state, or local governments to report payments such as unemployment compensation, tax credits, taxable grants, etc. | Endpoints |
| Form 1099-LTC | Used to report long-term care and accelerated death benefits. | Endpoints |
| Form 1099-OID | Used to report the Original Issue Discount (OID), i.e., interest from certain types of bonds issued. | Endpoints |
| Form 1099 PATR | Used by cooperatives to report the payments made as patronage dividends and other distributions described in section 6044(b). | Endpoints |
| Form 1099-Q | Used by the officers/employees of a program established by a state or eligible educational institution to report distributions from a qualified tuition program (QTP). | Endpoints |
| Form 1099-S | Used to report the proceeds made from the sale or exchange of real estate properties. | Endpoints |
| Form 1099-SA | Used to report the distributions made from an HSA, Archer MSA, or MA MSA account. | Endpoints |
| Form 1099 Corrections | 1099 corrections are filed to correct the information reported on previously filed 1099 forms. | Endpoints |
| Form 1096 | Used as a transmittal form for 1099 forms. | Endpoints |
| Form 1042-T | Used to transmit Forms 1042-S, which report U.S. source income paid to foreign persons and the associated withholding. | Endpoints |
Form 1099-NEC
Used to report the non-employee compensation such as payments made to independent contractors, freelancers, etc.
Form 1099-MISC
Used to report miscellaneous payments such as rents, prizes, medical and health care payments, etc.
Form 1099-K
Used to report the transactions made through online payment cards and third-party networks.
Form 1099-INT
Used to report payments made as interest income, interest on U.S. savings bonds and treasury obligations, etc.
Form 1099-DIV
Used to report the payments made to the investors as dividends and distributions for various investments.
Form 1099-R
Used to report payments made as distributions on retirement benefits such as pensions, annuities, etc.
1099 State Filing
Apart from federal filings, 1099 Forms are required to be filed with some states as well.
Check out your 1099 state filing requirements.
Form W-2G
Used to report the winnings from gambling activities such as Horse Racing, Sweepstakes, etc.
Form 1099-B
Used to report the proceeds made from the broker or barter exchange transactions.
Form 1099-C
Used by applicable financial entities to report the cancellation of $600 or more in debt owed to them by debtors.
Form 1099-G
Used by Federal, state, or local governments to report payments such as unemployment compensation, tax credits, taxable grants, etc.
Form 1099-OID
Used to report the Original Issue Discount (OID), i.e., interest from certain types of bonds issued.
Form 1099 PATR
Used by cooperatives to report the payments made as patronage dividends and other distributions described in section 6044(b).
Form 1099-Q
Used by the officers/employees of a program established by a state or eligible educational institution to report distributions from a qualified tuition program (QTP).
Form 1099-S
Used to report the proceeds made from the sale or exchange of real estate properties.
Form 1099-SA
Used to report the distributions made from an HSA, Archer MSA, or MA MSA account.
Form 1099 Corrections
1099 corrections are filed to correct the information reported on previously filed 1099 forms.
Form 1042-T
Used to transmit Forms 1042-S, which report U.S. source income paid to foreign persons and the associated withholding.
94x Forms
| Forms | Description | API Endpoints |
|---|---|---|
| Form 941 | Used by employers to report income taxes, Social Security taxes, or Medicare taxes withheld from employees’ wages. | Endpoints |
| Form 941-PR | Used by Puerto Rico employers to report the income taxes, Social Security taxes, or Medicare taxes withheld from employees’ wages. | Endpoints |
| Form 941-SS | Used by employers in American Samoa, Guam, the Commonwealth of the Northern Mariana Islands, and the U.S. Virgin Islands to report Social Security taxes or Medicare taxes withheld from employees’ wages. | Endpoints |
| Form 941 SP | The Spanish version of 941 Form applicable to tax years starting on or after January 1, 2024. | Endpoints |
| Form 941 Schedule R | CPEOs and Section 3504 reporting agents are required to file Schedule R to report aggregated wages reported on Form 941. | Endpoints |
| Form 940 | Used by employers to report the annual Federal Unemployment (FUTA) Taxes. | Endpoints |
| Form 940 PR | Used by employers in Puerto Rico to report the annual Federal Unemployment (FUTA) Taxes. | Endpoints |
| Form 940 SP | The Spanish version of 940 Form applicable to tax years starting on or after January 1, 2023. | Endpoints |
| Form 940 Schedule R | CPEOs and Section 3504 agents of home care service recipients are required to file Schedule R to allocate the aggregate wages, tax, credit, deposit, and payment amounts reported on Form 940. | Endpoints |
| Form 943 | Used by farmworkers to report the Social Security and Medicare Taxes withheld in employees’ wages. | Endpoints |
| Online 94x PIN Request | Used to obtain a 10-digit signature PIN that can be used to e-sign all employment tax returns. | Endpoints |
| Form 944 | Used by small employers to report and pay annual payroll taxes to the IRS. | Endpoints |
Form 941
Used by employers to report income taxes, Social Security taxes, or Medicare taxes withheld from employees’ wages.
Form 941-PR
Used by Puerto Rico employers to report the income taxes, Social Security taxes, or Medicare taxes withheld from employees’ wages.
Form 941-SS
Used by employers in American Samoa, Guam, the Commonwealth of the Northern Mariana Islands, and the U.S. Virgin Islands to report Social Security taxes or Medicare taxes withheld from employees’ wages.
Form 941 SP
The Spanish version of 941 Form applicable to tax years starting on or after January 1, 2024.
Form 941 Schedule R
CPEOs and Section 3504 reporting agents are required to file Schedule R to report aggregated wages reported on Form 941.
Form 940 PR
Used by employers in Puerto Rico to report the annual Federal Unemployment (FUTA) Taxes.
Form 940 SP
The Spanish version of 940 Form applicable to tax years starting on or after January 1, 2023.
Form 940 Schedule R
CPEOs and Section 3504 agents of home care service recipients are required to file Schedule R to allocate the aggregate wages, tax, credit, deposit, and payment amounts reported on Form 940.
Form 943
Used by farmworkers to report the Social Security and Medicare Taxes withheld in employees’ wages.
Online 94x PIN Request
Used to obtain a 10-digit signature PIN that can be used to e-sign all employment tax returns.
W2 Forms
| Forms | Description | API Endpoints |
|---|---|---|
| Form W-2 | Used by employers to report the wages paid to employees and the taxes they withheld. | Endpoints |
| Form W-3 | Used as a transmittal form along with W-2 forms to report the combined wages of employees. | Endpoints |
| Form W-2c | W-2 corrections are filed to correct any information reported on previously filed W-2 Forms. | Endpoints |
| Form W-3c | Form W-3c transmits corrected wage and tax summaries from Form W-2c to the Social Security Administration in PDF format for accurate employee tax records. | Endpoints |
| W-2 State Filling | Apart from federal filings, W-2 Forms are required to be filed with some states as well. Check out your W-2 state filing requirements. | Endpoints |
Form W-2
Used by employers to report the wages paid to employees and the taxes they withheld.
Form W-3
Used as a transmittal form along with W-2 forms to report the combined wages of employees.
Form W-2c
W-2 corrections are filed to correct any information reported on previously filed W-2 Forms.
Form W-3c
Form W-3c transmits corrected wage and tax summaries from Form W-2c to the Social Security Administration in PDF format for accurate employee tax records.
W-2 State Filling
Apart from federal filings, W-2 Forms are required to be filed with some states as well. Check out your W-2 state filing requirements.
ACA Forms
| Forms | Description | API Endpoints |
|---|---|---|
| Form 1095-C /1094-C | Used by Applicable Large Employers (employers with 50 or more full-time equivalent employees) to report their employees’ health coverage information. | Endpoints |
Form 1095-C /1094-C
Used by Applicable Large Employers (employers with 50 or more full-time equivalent employees) to report their employees’ health coverage information.
Withholding Certificates
| Forms | Description | API Endpoints |
|---|---|---|
| W-9 | Used by the payers to obtain TIN information from their payees for filing 1099 forms and other information returns. | Endpoints |
| W-8BEN | Used by the payers or withholding agents to collect Nonresident Alien information (foreign individuals) for filing 1099 forms and other information returns. | Endpoints |
| WhCertificate | If the payer wants the recipient to choose and fill either W-9 or W-8BEN based on their citizenship status, then the endpoint WhCertificate should be opted. Depending on their nationality and residency status, recipients can fill out, e-sign, and submit either Form W-9 or Form W-8BEN or W-8BEN-E. | Endpoints |
W-9
Used by the payers to obtain TIN information from their payees for filing 1099 forms and other information returns.
W-8BEN
Used by the payers or withholding agents to collect Nonresident Alien information (foreign individuals) for filing 1099 forms and other information returns.
WhCertificate
If the payer wants the recipient to choose and fill either W-9 or W-8BEN based on their citizenship status, then the endpoint WhCertificate should be opted. Depending on their nationality and residency status, recipients can fill out, e-sign, and submit either Form W-9 or Form W-8BEN or W-8BEN-E.
5498 Forms
| Forms | Description | API Endpoints |
|---|---|---|
| 5498 | Used to report the total contributions made to an Individual Retirement Account (IRA) annually. | Endpoints |
| 5498-SA | Used to report the total contributions made to HSA, Archer MSA, or MA MSA accounts. | Endpoints |
| 5498-ESA | Used to report the total contributions made to Coverdell Education Savings Account. | Endpoints |
5498
Used to report the total contributions made to an Individual Retirement Account (IRA) annually.
5498-ESA
Used to report the total contributions made to Coverdell Education Savings Account.
1098 Forms
| Forms | Description | API Endpoints |
|---|---|---|
| Form 1098 | Used to report mortgage interests of $600 or more paid by an individual to a lender. | Endpoints |
| Form 1098-E | Used to report the interest of $600 or more on student loan payments. | Endpoints |
| Form 1098-T | Used by educational institutions to report tuition payments and related expenses to the IRS. | Endpoints |
Form 1098
Used to report mortgage interests of $600 or more paid by an individual to a lender.
Form 1098-T
Used by educational institutions to report tuition payments and related expenses to the IRS.
