149 Notice of Tax Adjustment or Assessment
149 Notice of Tax Adjustment or Assessment
Function Group NT
This X12 Transaction Set contains the format and establishes the data contents of the Notice of Tax Adjustment or Assessment Transaction Set (149) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used by a taxing authority to transmit to a taxpayer either a notice of adjustment to a prior tax filing, or a notice of assessment of taxes due to the taxing authority, which may be a notice of warrant.
Position
Segment
Name
Max Use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
0300
Date/Time ReferenceMandatory
Max >1
To specify pertinent dates and times
0400
Total Monetary Value SummaryOptional
Max 1
To specify the total invoice discounts and amounts
0500
Reference IdentificationOptional
Max >1
To specify identifying information
0600
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
N1Loop
Mandatory
Repeat >1
0700
NameMandatory
Max 1
To identify a party by type of organization, name, and code
0800
Additional Name InformationOptional
Max 2
To specify additional names
0900
Individual Name Structure ComponentsOptional
Max 10
To sequence individual name components for maximum specificity
1000
Address InformationOptional
Max 2
To specify the location of the named party
1100
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1200
Administrative Communications ContactOptional
Max 2
To identify a person or office to whom administrative communications should be directed
Position
Segment
Name
Max Use
TFSLoop
Optional
Repeat >1
0100
Tax FormMandatory
Max 1
To indicate the tax form or the type of tax form being reported
0200
Reference IdentificationOptional
Max >1
To specify identifying information
0300
Date/Time ReferenceOptional
Max >1
To specify pertinent dates and times
0350
Tax Information and AmountOptional
Max >1
To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities
N1Loop
Optional
Repeat >1
0400
NameMandatory
Max 1
To identify a party by type of organization, name, and code
0500
Additional Name InformationOptional
Max 2
To specify additional names
0600
Individual Name Structure ComponentsOptional
Max 10
To sequence individual name components for maximum specificity
0700
Address InformationOptional
Max 2
To specify the location of the named party
0800
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
FGSLoop
Optional
Repeat >1
0900
Form GroupMandatory
Max 1
To provide information for a section or data group in a form or schedule
1000
Reference IdentificationOptional
Max >1
To specify identifying information
1100
Date/Time ReferenceOptional
Max >1
To specify pertinent dates and times
1200
Tax Information and AmountOptional
Max >1
To specify the tax information and/or amount and to be used for tax information only as established by taxing authorities
1300
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
1350
Percent AmountsOptional
Max >1
To qualify percent amounts and supply percent amounts
AMTLoop
Optional
Repeat >1
1400
Monetary AmountMandatory
Max 1
To indicate the total monetary amount
1500
Date/Time ReferenceOptional
Max >1
To specify pertinent dates and times
N1Loop
Optional
Repeat >1
1600
NameMandatory
Max 1
To identify a party by type of organization, name, and code
1700
Additional Name InformationOptional
Max 2
To specify additional names
1800
Individual Name Structure ComponentsOptional
Max 10
To sequence individual name components for maximum specificity
1900
Address InformationOptional
Max 2
To specify the location of the named party
2000
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
2100
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)