Please refer to the following steps for information on how to identify incomplete account data within the Taxbit Dashboard.
Step 1: From the Eligibility page, select the associated tax form and tax year from the drop-downs on the top right.
Step 2: Then review the total accounts with the “Incomplete Account Data” status from the Eligible Accounts chart on the top left.
Step 3: You can then filter for these accounts by selecting “Filter” in the top-left of the Eligibility table, then filter to “Data Validation: Incomplete”.
Step 4: You can then view each account that has the Data Validation status of “Incomplete” under the Data Validation column.
Review Exact Data Validation Errors
The fastest way to see precisely why an account is incomplete is by downloading the Data Validation Report, which lists the specific issues per account (e.g., missing name, address, or TIN, or formatting problems). Please follow the steps outlined below:
Step 1: From the Eligibility page, select the applicable Form Type and Tax Year from the drop-downs on the top right.
Step 2: Filer to the necessary account(s).
Step 3: Select “Export” from the top right of the Eligibility table.
Step 4: Select “Data Validation Report”
Step 5: Select “Export” from the bottom.
Step 6: You can then download the Data Validation Zip file from the Notifications tab on the left.
You can then download the Data Validation Zip file from the Notifications tab on the left. The reason why the account is incomplete can be found under the “issue_detail” column. Once corrected and re-ingested, the account’s data validation status will update automatically. For more information on how to update account data, please refer to the following guide: How to Update Account Data