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TaXML Presentation

TaXML Presentation. Lesley Anderson. Introduction. “Straw man” XML-based schema The schema authors. Agenda. Developing a hierarchy Creating the schema Creating the XML data file Validating the XML data file with the schema Displaying data using XSL. Developing a Hierarchy.

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TaXML Presentation

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  1. TaXML Presentation Lesley Anderson Microsoft Corporation

  2. Introduction • “Straw man” XML-based schema • The schema authors Microsoft Corporation

  3. Agenda • Developing a hierarchy • Creating the schema • Creating the XML data file • Validating the XML data file with the schema • Displaying data using XSL Microsoft Corporation

  4. Developing a Hierarchy • Tax forms and electronic filing • Included fields that need data entered • Included data only once • Exceptions: key fields and placeholders Microsoft Corporation

  5. Form 1040 Schedule A Schedule B Schedule C Schedule E (pg.1) Schedule EIC Schedule F Schedule H Schedule J Schedule R Schedule SE Form 1040A Schedule 1 Schedule 2 Schedule 3 Form 1040EZ Form 2210-F Form 2441 Form 4255 Form 4562 Form 4797 Form 4835 Form 8606 Forms Supported • Form 8615 • Form 8812 • Form 8815 • Form 8828 • Form 8829 • Form 8839 • Form 8863 • Form 9465 • Form W-2 • Form 1099-INT, DIV, & MISC • Form 1099-R Microsoft Corporation

  6. At the Top of the Hierarchy • TaXML • Authentication • Identification • KeyID • TaxYear • Version • Major • Minor • IndividualTax • CorporateTax • W-2 & W-3 Microsoft Corporation

  7. Taxpayer IDNumber Name FirstName MiddleInitial LastName Suffix CompleteName NameControl Age65OrOlder Blind MilitaryIndicator HomePhone WorkPhone PresidentFund Exemption The Taxpayer Element Microsoft Corporation

  8. Address • Address • Street • Street2 • ApartmentSuite • City • State • ZipCode • NewAddress Microsoft Corporation

  9. FilingStatusInformation • FilingStatusInformation • FilingStatus • MFS • Name • IDNumber • DidNotLiveWithSpouse • HeadofHousehold • Name • IDNumber • QWYearSpouseDied • MustItemizeIndicator Microsoft Corporation

  10. DependentList • DependentList • Dependent • Name • IDNumber • Relationship • QualifyforTaxCredit • QualifiedCareExpense • YearofBirth • Student • Disabled • NumberOfMonths • PYChildCareIndicator Microsoft Corporation

  11. Digging Into the Hierarchy • Wages • Demonstrates adding levels to the hierarchy • Shows how state data can be gathered • ActivityList • Combining business, rental, farm, and farm rentals • Depreciation • California • Integrating state into the mix Microsoft Corporation

  12. Creating the TaXML Schema • XDR rather than DTD • Working in XML • Using a browser • Using an XML editor • Declaring the name space Microsoft Corporation

  13. TaXML AttributeType • AttributeType • tsj • state • keyfield • Format <AttributeType name=“tsj” dt:type=“enumeration” dt:values=“t s j” default=“t”/> Microsoft Corporation

  14. TaXML Data Types • Data types • fixed.14.4 • float • boolean • date • int • string Microsoft Corporation

  15. ElementType Declarations • Declaring the elements • Order • Format • Beginning ‘<‘ • ElementType • Name • Content • Dt:type • Ending ‘/>’ Microsoft Corporation

  16. AccountingMethod Example <ElementType name=“AccountingMethod” content=“textOnly” dt:type=“string”/> Microsoft Corporation

  17. Building the Tree in XML • The tree • Declaring elements that contain other elements • Example <ElementType name="TaXML“content="eltOnly"> <elementtype="Authentication" /> <elementtype="Identification" /> <elementtype="KeyID" /> <elementtype="TaxYear" /> <elementtype="Version" /> <elementtype="IndividualTax" /> </ElementType> Microsoft Corporation

  18. The XML Data File • Creating the data file in “real life” • Schema under control of IRS • XML data files produced by 3rd party software • XML data files created by taxpayer entry on IRS web site • Typed in for this presentation • Demo of the XML file Microsoft Corporation

  19. Sample XML Data File • Identify the version • Include the schema to be used to validate this file • Data must be included between correctly named tags • Case sensitive • End tags • No overlap Microsoft Corporation

  20. Validation of Data • XML validates data against the schema and thus ensures a correctly formed file • As with our current electronic filing system, however, there will be a need for checking content • There would need to be calculations done with the XML data after transmission of the file to the IRS Microsoft Corporation

  21. Displaying Data With XSL • XML data storage versus use of the data • XSL is a separate language • Very new so hard to find information • Uses XML syntax • XSL file Microsoft Corporation

  22. Summary • Hierarchy • XML schema and XML data file • XSL • Questions? Microsoft Corporation

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