Data Ingestion

Tax Documentation - CSV Ingestion Templates

• SCF CP - Tax Documentation Validation CSV Ingestion Template Guide
• SCF - Tax Documentation Validation CSV Ingestion Template Guide

General

• Delete Page
• Tax Documentation - CSV Ingestion Template Guides
• Account Owner/Account - CSV Ingestion Template Guides
• Transactions - CSV Ingestion Template Guides
• Form Data - CSV Ingestion Template Guides
• Tips and Tricks for Working with CSV Files

Account Owner/Account - CSV Ingestion Templates

• Account Balance - CSV Ingestion Template Guide
• CARF/CRS - Account Owner/Account CSV Ingestion Template Guide
• CARF/CRS CP - Account Owner/Account CSV Ingestion Template Guide
• Standard Account Owner/Account - CSV Ingestion Template Guide
• Global Account Owner/Account - CSV Ingestion Template Guide
• IRA - Account Owner/Account CSV Ingestion Template Guide

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Transactions - CSV Ingestion Templates

• Global - Transactions Template Formatting Guide
• Standard - Transactions - CSV Ingestion Template Guide
• Payments - Transactions - CSV Ingestion Template Guide
• IRA - Transactions - CSV Ingestion Template Guide
• Adjustments - Transactions - CSV Ingestion Template Guide
• Derivatives - Supplemental - CSV Ingestion Template Guide

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Form Data - CSV Ingestion Templates

• CRS - Form Data CSV Ingestion Template Guide
• CARF - Form Data CSV Ingestion Template Guide
• 1099-C - Form Data CSV Ingestion Template Guide
• 1099-DA - Form Data CSV Ingestion Template Guide
• 1099-NEC - Form Data CSV Ingestion Template Guide
• 1099-MISC - Form Data CSV Ingestion Template Guide

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Formats & Enums

• Country Names and Codes
• State/Province Names and Codes
• IRA Distribution Codes Reference Guide
• Tax Classification Enums
• Form 1042-S Enum Codes
• Supported Fiat Currencies

How to Articles

• How to Ingest Data
• How to Delete Data