B-Notice Table Export

The B-Notice page gives tax and operations teams one place to review B-Notice records across their account population. A B-Notice, also called a backup withholding notice, is associated with an IRS CP2100 or CP2100A notice and identifies name and taxpayer identification number (TIN) information that did not match IRS records on a filed information return.

The B-Notice page supports a CSV export of the current filtered view. Use this export to review B-Notice records outside of the Taxbit Dashboard or share a specific population with your internal teams.

For more information on the B-Notice page, please refer to the following guide: B-Notice Page

The CSV export includes the following fields shown in the B-Notice table:

Header	Definition
Account ID	The identifier associated with the account included in the B-Notice record.
Account Name	The name associated with the account and B-Notice record.
Type	Identifies the record as a First or Second B-Notice.
Status	The current status of the B-Notice record, such as B-Notice Required, No Further Action, Unknown Account, or Resolved. For more information on each status, please refer to the following guide: B-Notice Details
Filer	The filing entity associated with the B-Notice record.
Notice Date	The date associated with the B-Notice record.