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1042-S - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the 1042-S Form Data Template. The CSV template is also attached to the bottom of this article.
An Account must be created prior to ingesting Form Data.
Please note: For more information on all of the 1042-S data requirements, please refer to this guide: 1042-S - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Income code (Box 1) | income_code | Enum | 01 |
| Gross income (Box 2) | gross_income | Dollar Amount | 100 |
| Chapter indicator (3 or 4) (Box 3) | chapter_indicator | Enum | 4 |
| Exemption code (Box 3a) | exemption_code_3a | Enum | 04 |
| Tax rate (Box 3b) | tax_rate_3b | Enum | 30% |
| Recipient LOB code (Box 13j) | recipient_lob_code | Enum | 05 |
| Exemption code (Box 4a) | exemption_code_4a | Enum | 01 |
| Tax rate (Box 4b) | tax_rate_4b | Enum | 30% |
| Withholding allowance (Box 5) | withholding_allowance | Dollar Amount | 100 |
| Federal tax withheld (Box 7a) | federal_tax_withheld | Dollar Amount | 100 |
| Not Escrow Checkbox (Box 7b) | not_escrow_checkbox | TRUE/FALSE | TRUE |
| WH in Sub. Year Checkbox (Box 7c) | wh_in_sub_year_checkbox | TRUE/FALSE | TRUE |
| Check if Filer is QI, WFP, WFT revising reporting (Box 7d) | qi_wfp_wft | TRUE/FALSE | TRUE |
| Tax withheld by other agents (Box 8) | tax_withheld_by_other_agents | Dollar Amount | 100 |
| Overwithheld tax repaid to recipient (Box 9) | overwithheld_tax_repaid | Dollar Amount | 100 |
| Tax paid by withholding agent (Box 11) | tax_paid_by_wha | Dollar Amount | 100 |
| Primary WHA Name (Box 14a) | primary_wha_name | String | Company A LLC |
| Primary WHA EIN (Box 14b) | primary_wha_ein | String | 12-3456789 |
| Pro-rata Basis Checkbox (Box 15) | prorata_basis_checkbox | TRUE/FALSE | TRUE |
| Payer Name (Box 16a) | payer_name | String | Company A LLC |
| Payer TIN (Box 16b) | payer_tin | String | 12-3456789 |
| Payer GIIN (Box 16c) | payer_giin | XXXXXX.XXXXX.XX.XXX | 0UD7W.99999.SL.724 |
| Payer Ch3 Status (Box 16d) | payer_ch3_status | Enum | 08 |
| Payer Ch4 Status (Box 16e) | payer_ch4_status | Enum | 01 |
| State Withholding (Box 17a) | state_withholding | Dollar Amount | 100 |
| Payer's state number (Box 17b) | payers_state_number | String | 3874938 |
| State Name (Box 17c) | state_name | Enum | NY |
| Final Return | final_return | TRUE/FALSE | FALSE |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| income_code | Form 1042-S Enum Codes |
| exemption_code_3a | |
| exemption_code_4a | |
| recipient_lob_code | |
| tax_rate_3b | |
| tax_rate_4b | |
| chapter_indicator | 3 |
| chapter_indicator | 4 |
| payer_ch3_status | Tax Classification Enums |
| payer_ch4_status | |
| state_name | State Names and Codes |
Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.