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