Tax form statuses
Tax forms in Tipalti are assigned progressive statuses for transparency in tracking. Statuses display in the Tipalti Hub and returned in APIs, IPNsAn Instant Payment Notification (IPN) is a messaging service that enables you to receive notifications from Tipalti. IPNs are triggered when defined events occur (e.g., updating payee details)., and FTPA file transfer protocol (FTP) is a standard network protocol that you can use to transfer files to Tipalti and receive reports from Tipalti. update reports.
If there are additional documents associated with a tax form, the document status displays in parentheses following the tax form status. For multiple additional documents, each status is listed within the parentheses; for example, "Submitted (pending documents; pending TINTaxpayer Identification Number validation)".
If the payer rejects a required document, the tax form status returns to its previous state. For example, the status "Submitted (pending document approval)" would revert back to "Submitted (pending documents)".
Tax Form status (document status) |
description |
Payee status |
|---|---|---|
| Not Submitted | Tax form has not been submitted (or uploaded, for manual forms). | Not payable |
| Pending review | Manual tax form is pending payer approval. | Not payable |
| Pending review(pending documents) | Manual tax form is pending payer approval AND the required documents have not been uploaded. | Not payable |
| Pending review(pending documents approval) | Manual tax form AND required document are pending payer approval. | Not payable |
| Submitted |
OR
|
Payable |
| Submitted(pending documents) | Tax form has been approved/ submitted, but the required documents have not been uploaded. | Not payable |
| Submitted(pending documents approval) | Tax form has been approved/ submitted, but the required document is pending payer approval. | Not payable |
| Submitted (pending TIN validation) | Tax form has been approved/ submitted, but TIN is pending validation. | Payable |
| Submitted (TIN validated) | Tax form has been approved/ submitted AND TIN has been validated successfully. | Payable |
| Submitted (failed TIN validation) | Tax form has been approved/ submitted, but TIN validation has failed. | Not payable |