There are 3 ways tax document issuers can participate in the FDX Tax Ecosystem: (1) API, (2) File Export, and (3) QR Codes

Issuers of annual tax documents (e.g. 1099, K-1, W-2) can make tax preparation simpler for document recipients by offering download in both human and computer readable formats.

If your bank, brokerage firm, or other institution is planning on migrating from OFX to FDX, there are tools to make the task simpler.