Client Master File Schema

Sample File = Schema\2021\TEXT\Clients.txt

String fields are displayed within quotations

CRLF=Carriage Return Line Feed (Hex 0D0A)

"Client ID"

"Name line 1"

"Name line 2"

"Street address 1"

"Street address 2"

"City"

"State"

"Zip code"

"Corporate name line 1" ¹

"Corporate name line 2"

"Corporate street address 1"

"Corporate street address 2"

"Corporate city"

"Corporate state"

"Corporate Zip code"

"Report to IRS indicator" ² ³

"Combined Federal/State indicator" ³

"Final return indicator" ³

"Name control"

"TIN Type"

"Taxpayer ID"

"Employer Type"

"Kind of Employer"

"Routing & Transit number"

"Telephone number (XXX-XXX-XXXX)"

"Main contact"

"Fax number (XXX-XXX-XXXX)"

"E-mail address"

"Establishment number"

"Other EIN used this year"

"ACA Contact first name"

"ACA Contact middle initial"

"ACA Contact last name"

"ACA Contact suffix"

"ACA Contact telephone (XXX-XXX-XXXX)"

"State #1 (eg. NY, NJ, ..., or null)"

"State #1 identification number"

"State #2 (eg. NY, NJ, ..., or null)"

"State #2 identification number"

"State #3 (eg. NY, NJ, ..., or null)"

"State #3 identification number"

...

...

...

"State #49 (eg. NY, NJ, ..., or null)"

"State #49 identification number"

"State #50 (eg. NY, NJ, ..., or null)"

"State #50 identification number"

CRLF

¹ This is the entity that owns the taxpayer identification number.

² Indicates whether or not to transmit Corporate information to the IRS.

³ "X" if applicable, otherwise, enter a null string ""