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B-Notice Historical Template Guide

Use this template when you need to provide historical B-Notice information for ingestion to the Taxbit Dashboard.

Please see the table below for information on each field within the Historical B-Notice template. The CSV template is also attached to the bottom of this article.

Template:

Field Header Format Example Required?

Account ID

accountId String 12345678 Yes
Tax Year taxYear YYYY 2024 Yes
Notice Date noticeDate YYYY-MM-DD 2025-02-05 Yes
B-Notice Type bNoticeType Enum First Yes
Resolved resolved TRUE/FALSE FALSE Yes
Mailed mailed TRUE/FALSE FALSE Yes
Resolution Date resolutionDate YYYY-MM-DD 2025-03-01 Conditional
Filer Name filerName String Chris P. Bacon No
Occurrence Count occurrenceCount Number 1 No

Please see below for a full list of currently supported enums that can be used in the Account Owner/Account template, as well as the associated fields that they can be used in.

Header

Enum

bNoticeType

First

bNoticeType

Second

 

CSV Template: Taxbit_BNotice_Historical_Ingest_Template