Skip to main content

Revisions and Corrections Request Submission Guide

TaxBit CX
  • Updated

There may be a need to change, update, add, or delete an existing form (Commonly known as corrections or revisions). Or perhaps, you have questions from individuals that you need assistance or context on. Using the submission form here, you can submit a revision or correction request. The following article outlines what is needed for each type of request, details are provided on each of the fields in the submission process, and what to expect when submitting a request.

 

Please note: When submitting data for corrections or revisions, TaxBit is focused on ensuring we have what we need, not deciding if the request is valid or not. It’s important that these requests are submitted with accurate and complete information.  

 

Ticket Overview

Organization Name: Name of organization submitting request. Please include additional, clarifying information such as tenants or partners (Example: Organization - Tenant).

 

Requestor Name: Name of person submitting form from organization.

 

Form Type(s): Form(s) that is either affected by an issue, requiring an update, or requiring a new form(s). Available options include:

  • 1099-B
  • 1099-MISC
  • 1099- INT
  • 1099-DIV
  • 1099-NEC
  • 1042-S
  • 1099-R
  • Gain/Loss Statement
  • Transaction Summary

 

Type of Request: Reason for ticketed inquiry. Any time a request is submitted, only one of these options can be selected. If you have more than one type of request, please submit multiple tickets.

 

Please note: If updated data is being delivered to TaxBit to accompany one of these requests, you can include the data as an attachment on one ticket along with the original ticket number to refer to when you submit additional requests.

 

Available options include:

Each request has varying fields. For more information on the requests and their fields, please refer to the Request Types section below.

 

Do form(s) in this request need to be mailed: The client will usually indicate in the form or file if forms need to be mailed to users. If a partial amount of forms need to be mailed please provide a list of External IDs or User UUIDs in the description.

 

Description: Include as much detail as possible regarding your issue/request here.

 

Attachments: Here is where you can upload any files that include updated user data, transaction data, User ID/TaxBit UUID lists or additional information related to the revision request.

 

Request Types

Each request requires varying pieces of information and data. The following section highlights each type of request and what is needed for each type.

 

Request for Data CSV Template

Generally speaking, requests for revisions or corrections would be accompanied by the data being submitted in the original ingestion method. However, clients do have the option to provide their updated data in CSV format.  This can include CSV, JSONL, or API depending on your initial implementation. You can reach out with the option “Unsure - Need more information” if you have any questions about the options available to you.

Fields:

  • Raw Data Templates
    • Payer
    • Users
    • Transactions
  • Aggregate Forms Templates
    • 1099-B
    • 1099-MISC
    • 1099-DIV
    • 1099-NEC
    • 1099-INT
    • 1042-S
  • Unsure - Need more information
  • Other - Not listed

When you submit this type of request, you can anticipate that we will get back to you within 1 business day with follow up questions or the template needed.

 

Request for New Form(s) and Request for Update to Existing Form(s)

Fields:

  • Description of update:
    • TIN Change
    • Name Change
    • Change of Address
    • Transaction Data Issue
    • Tax Calculation Issue
    • Request to Reprint / Re-mail Form
    • Formatting Issue / Request
    • Other
  • Data Delivery Method:
    • API
    • CSV
    • JSONL
  • Number of users

Important note: 

Pre E-File: You have the option to update customer PII data (Tin, Name, or Address change) in the event that the customer reaches out with updated information.

 

Post E-File: You are not obligated to update a 1099 for a PII change (Name, TIN or Address). A filer of 1099's is allowed to rely on the information provided by the customer for purposes of 1099 filing. In the event that a customer does not provide updated information within that tax calendar year, there is no obligation to provide a corrected Form 1099.

 

What data TaxBit needs based on this type of request:

Your data delivery method affects what data we require:

  • API
    • Please delete or update delete any necessary transactions or users via API before submitting the request.
    • Please provide a CSV that includes all of the TaxBit user or transaction UUIDs (or the user IDs/transaction IDs if the TaxBit UUID is not available) for the impacted users or transactions depending on the type of update.
  • CSV or JSONL
    • Please provide a file with the updated data with your revisions or corrections request.
    • Please provide a CSV file that contains a list of the TaxBit user or transaction UUIDs (or the user IDs/transaction IDs if the TaxBit UUID is not available) for the impacted users or transactions depending on the type of update.

Request to Delete Form(s)

Field:

  • Number of Users

 

What data TaxBit needs based on this type of request:

  • API
    • Please delete or update any necessary transactions or users via API before submitting the request.
    • Please provide a CSV that includes all of the TaxBit user or transaction UUIDs (or the user IDs/transaction IDs if the TaxBit UUID is not available) for the impacted users or transactions depending on the type of update.
  • CSV or JSONL
    • Please provide a file with the updated data with your revisions or corrections request, if necessary.
    • Please provide a CSV file that contains a list of the TaxBit user or transaction UUIDs (or the user IDs/transaction IDs if the TaxBit UUID is not available) for the impacted users or transactions depending on the type of update.

 

General Tax Season Inquiry/Customer Questions

Fields:

  • Description of question (choose the following that most applies)
    • Issue with Proceeds
    • Issue with Cost Basis
    • Issue with Income amount
    • Issue with Specific transaction treatment
    • Issue with tax form eligibility
    • Other
  • TaxBit UUID (if available)
  • External User ID

 

What data TaxBit needs based on this type of request:

Please provide whatever data you feel is relevant for the reported issue.

 

Updated Data Submission

When submitting new user, transaction, or aggregate data, requests for revisions or corrections would be accompanied by the data being submitted in the original ingestion method. However, clients do have the option to provide their updated data in CSV format.  This can include CSV, JSONL, or API depending on your initial implementation. If you are providing a file with this data, the request submission form has a file upload field (powered by SendSafely for secure file delivery).

 

There are three methods that TaxBit has accepted data for generating forms. Each of those will have different expectations for delivery.

 

  • API
    • Please deliver the updated data via API before submitting your ticket.
    • Please include an attachment with a CSV that includes all of the TaxBit UUIDs (or the user IDs if the TaxBit UUID is not available) for each of the updated users.
  • CSV
    • Please include as an attachment on the request submission field.
    • You can use the request type “Request for Data CSV Template” to reach out to our team for the specific header format needed to request a correction or revision with this format..
  • JSONL 
    • Please include as an attachment on the request submission field.

 

What to Expect Once a Ticket Has Been Submitted

TaxBit will confirm the receipt of your submission within 1 day of receiving the request. In some cases, we may have to reply with a request for additional information. Typically, requests will be delivered by the end of the following week (i.e. 5 - 10 business days after receiving the request).

So for example, if you submit a request on Wednesday, and all of the necessary information is provided, you would see the correction or revision delivered by Friday the following week.

 

FAQ

Can I submit a request for more than one type at a time? 

While you’ll need to submit separate tickets to identify these requests, if new data needs to be provided that can be submitted all at once.

 

What are the filing deadlines?

The most important date to be aware of, is the federal e-filing deadline on 03/31. Updates delivered by TaxBit before this date will be processed as a revision, and updates delivered after this date will be processed as a correction.

 

Disclaimer: Keywords below are added to articles to enhance searching for content within our Help Center.

Keywords

Revisions and Correction 
R&C

Request Submission



Related articles

Powered by Zendesk