TaXML Presentation
Lesley Anderson
Microsoft Corporation
1
6/7/2000
Introduction
“Straw man” XML-based schema
 The schema authors
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Microsoft Corporation
2
6/7/2000
Agenda
Developing a hierarchy
 Creating the schema
 Creating the XML data file
 Validating the XML data file with the
schema
 Displaying data using XSL
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Microsoft Corporation
3
6/7/2000
Developing a Hierarchy
Tax forms and electronic filing
 Included fields that need data entered
 Included data only once
 Exceptions: key fields and placeholders
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Microsoft Corporation
4
6/7/2000
Forms Supported
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Form 1040
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Schedule A
Schedule B
Schedule C
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Schedule E (pg.1)
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Schedule EIC
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Schedule F
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Schedule H
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Schedule J
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Schedule R
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Schedule SE
Microsoft Corporation
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Form 1040A
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– Schedule 1
– Schedule 2
– Schedule 3
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Form 1040EZ
Form 2210-F
Form 2441
Form 4255
Form 4562
Form 4797
Form 4835
Form 8606
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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
5
6/7/2000
At the Top of the Hierarchy
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TaXML
Authentication
 Identification
 KeyID
 TaxYear
 Version
– Major
– Minor
 IndividualTax
 CorporateTax
 W-2 & W-3
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Microsoft Corporation
6
6/7/2000
The Taxpayer Element
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Taxpayer
– IDNumber
– Name
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FirstName
MiddleInitial
LastName
Suffix
CompleteName
NameControl
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Blind
MilitaryIndicator
HomePhone
WorkPhone
PresidentFund
Exemption
– Age65OrOlder
Microsoft Corporation
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6/7/2000
Address
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Address
– Street
– Street2
– ApartmentSuite
– City
– State
– ZipCode
– NewAddress
Microsoft Corporation
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6/7/2000
FilingStatusInformation
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FilingStatusInformation
– FilingStatus
– MFS
 Name
 IDNumber
 DidNotLiveWithSpouse
– HeadofHousehold
 Name
 IDNumber
– QWYearSpouseDied
– MustItemizeIndicator
Microsoft Corporation
9
6/7/2000
DependentList
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DependentList
– Dependent
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Name
IDNumber
Relationship
QualifyforTaxCredit
QualifiedCareExpense
YearofBirth
Student
Disabled
NumberOfMonths
PYChildCareIndicator
Microsoft Corporation
10
6/7/2000
Digging Into the Hierarchy
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Wages
– Demonstrates adding levels to the hierarchy
– Shows how state data can be gathered
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ActivityList
– Combining business, rental, farm, and farm
rentals
– Depreciation
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California
– Integrating state into the mix
Microsoft Corporation
11
6/7/2000
Creating the TaXML Schema
XDR rather than DTD
 Working in XML
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– Using a browser
– Using an XML editor
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Declaring the name space
Microsoft Corporation
12
6/7/2000
TaXML AttributeType
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AttributeType
– tsj
– state
– keyfield
– Format
<AttributeType name=“tsj”
dt:type=“enumeration” dt:values=“t s j”
default=“t”/>
Microsoft Corporation
13
6/7/2000
TaXML Data Types
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Data types
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fixed.14.4
float
boolean
date
int
string
Microsoft Corporation
14
6/7/2000
ElementType Declarations
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Declaring the elements
– Order
– Format
Beginning ‘<‘
 ElementType
 Name
 Content
 Dt:type
 Ending ‘/>’
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Microsoft Corporation
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6/7/2000
AccountingMethod Example
<ElementType name=“AccountingMethod”
content=“textOnly” dt:type=“string”/>
Microsoft Corporation
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6/7/2000
Building the Tree in XML
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The tree
Declaring elements that contain other elements
Example
<ElementType name="TaXML“content="eltOnly">
<element type="Authentication" />
<element type="Identification" />
<element type="KeyID" />
<element type="TaxYear" />
<element type="Version" />
<element type="IndividualTax" />
</ElementType>
Microsoft Corporation
17
6/7/2000
The XML Data File
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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
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Microsoft Corporation
18
6/7/2000
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
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– Case sensitive
– End tags
– No overlap
Microsoft Corporation
19
6/7/2000
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
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Microsoft Corporation
20
6/7/2000
Displaying Data With XSL
XML data storage versus use of the data
 XSL is a separate language
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– Very new so hard to find information
– Uses XML syntax
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XSL file
Microsoft Corporation
21
6/7/2000
Summary
Hierarchy
 XML schema and XML data file
 XSL
 Questions?
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Microsoft Corporation
22
6/7/2000