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Historical B-Notice - CSV Ingestion 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.

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

 

Taxbit_BNotice_Historical_Ingest_Template