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The Eligibility Table provides detailed information on which Accounts are eligible for a selected tax form and tax year. It offers a variety of exports that can be leveraged to review the filtered population.
The following four exports are made available for filtered accounts by clicking the “Export” button at the top of the Eligibility Table. Examples of each export can be found at the bottom of this guide:
- Account Eligibility Report
- Data Validation Report
- Form Data Export
- Account Owner / Account Export
Please note: Examples of each report can be downloaded from the bottom of this guide.
Please note: The last two files listed above are similar to what is included in a QA Package, but for the entire population of Accounts in the filtered range. These files are particularly helpful for Tax Managers who want to review the information currently on file, or make a small update and re-ingest the information into the Dashboard. For more information on the QA package, please refer to this guide: QA Package
Account Eligibility Report
By default, this report is exported alongside the reports listed below. It provides information displayed within the UI (i.e., Account ID, Name, Eligibility Status, Form Status, etc.), but also includes some additional fields which may be helpful during the course of a review, such as the US TIN Status, Tax Country, Filer, etc.
Data Validation Report
This report provides detailed errors and warnings on the Account Owner and/or Account data that may impact reporting.
While the Account Validation field on the Account Eligibility Report denotes whether sufficient data is on file to proceed with form generation, the Data Validation Report provides more field-specific feedback on what may need to be remediated before you can proceed with form generation.
Form Data Export
An export of the Form Data information that would currently be populated on a tax form for each relevant Account, populated using Taxbit’s Form Data ingestion template.
For more information on formatting the Form Data ingestion template for each form, please refer to the associated guide listed on this page: Form Data - CSV Ingestion Template Guides
Account Owner / Account Export
An export of the Account Owner / Account information that would currently be populated on a tax form for each relevant Account, populated using Taxbit’s Account Owner ingestion template.
For more information on formatting the Account Owner/Account templates, please refer to the associated guides listed on this page: Account Owner/Account - CSV Ingestion Template Guides
Eligibility_Form-Data-Export_Example.csv
Eligibility_Account-Eligibility-Export_Example.csv