Tax1097BTC_V100

XSD

    <xsd:complexType name="Tax1097BTC_V100">
        <xsd:annotation>
            <xsd:documentation>Form 1097-BTC - Bond Tax Credit</xsd:documentation>
        </xsd:annotation>

        <xsd:complexContent>
            <xsd:extension base="ofx:AbstractTaxForm1097Type">

        <xsd:sequence>

            <xsd:element name="ISSUERADDR" type="ofx:Issuer1097AddressType" minOccurs="0"/>
            <xsd:element name="RECIPADDR" type="ofx:Recipient1097AddressType" minOccurs="0"/>


            <xsd:element name="ISSUERID" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>FORM 1097-BTC ISSUER'S federal identification number</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="RECIPID" type="ofx:IdType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>RECIPIENT'S federal identification number</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BYISSUER" type="ofx:BooleanType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Form 1097-BTC issuer is: Issuer of bond or its agent filing 2017 Form 1097-BTC for credit being reported</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BYNOMINEE" type="ofx:BooleanType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Form 1097-BTC issuer is: An entity or a person that received or should have received a 2017 Form 1097-BTC and is distributing part or all of that credit to others</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="TOTAL" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 1. Total</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BONDCODE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 2a. Code</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="UNIQUEID" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 2b. Unique Identifier</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BONDTYPE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 3. Bond type</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="JAN" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5a. January</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="FEB" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5b. February</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="MAR" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5c. March</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="APR" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5d. April</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="MAY" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5e. May</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="JUN" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5f. June</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="JUL" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5g. July</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="AUG" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5h. August</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="SEP" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5i. September</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="OCT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5j. October</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="NOV" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5k. November</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="DEC" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5l. December</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="COMMENTS" type="ofx:MessageType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 6. Comments</xsd:documentation>
                </xsd:annotation>
            </xsd:element>


        </xsd:sequence>

           </xsd:extension>        
        </xsd:complexContent>

    </xsd:complexType>

OFX XML

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>

<OFX>
    <SIGNONMSGSRSV1>
        <SONRS>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>Successful Login</MESSAGE>
            </STATUS>
            <DTSERVER>39210131000000</DTSERVER>
            <LANGUAGE>ENG</LANGUAGE>
            <FI>
                <ORG>fiName</ORG>
                <FID>fiId</FID>
            </FI>
        </SONRS>
    </SIGNONMSGSRSV1>
    <TAX1097MSGSRSV1>
        <TAX1097TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1097RS>
                <TAX1097BTC_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <ISSUERADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <ISSUERNAME1>Financial Data Exchange</ISSUERNAME1>
                    </ISSUERADDR>
                    <RECIPADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <RECIPNAME1>Kris Q Public</RECIPNAME1>
                    </RECIPADDR>
                    <ISSUERID>12-3456789</ISSUERID>
                    <RECIPID>xxx-xx-1234</RECIPID>
                    <BYISSUER>Y</BYISSUER>
                    <BYNOMINEE>Y</BYNOMINEE>
                    <TOTAL>1007.00</TOTAL>
                    <BONDCODE>123-456-789</BONDCODE>
                    <UNIQUEID>guid-54321</UNIQUEID>
                    <BONDTYPE>BondType</BONDTYPE>
                    <JAN>511.00</JAN>
                    <FEB>496.00</FEB>
                    <MAR></MAR>
                    <APR></APR>
                    <MAY></MAY>
                    <JUN></JUN>
                    <JUL></JUL>
                    <AUG></AUG>
                    <SEP></SEP>
                    <OCT></OCT>
                    <NOV></NOV>
                    <DEC></DEC>
                    <COMMENTS>6. Comments</COMMENTS>
                </TAX1097BTC_V100>
            </TAX1097RS>
        </TAX1097TRNRS>
    </TAX1097MSGSRSV1>
</OFX>

FDX JSON

{
  "tax1097Btc" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax1097Btc",
    "issuerNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "issuerTin" : "12-3456789",
    "recipientTin" : "xxx-xx-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "filingForCredit" : true,
    "asNominee" : true,
    "total" : 1007.0,
    "bondCode" : "123-456-789",
    "uniqueId" : "guid-54321",
    "bondType" : "BondType",
    "amounts" : [ {
      "month" : "JAN",
      "amount" : 511.0
    }, {
      "month" : "FEB",
      "amount" : 496.0
    } ],
    "comments" : "6. Comments"
  }
}