Helix creates monthly bank statements and yearly tax (1099) statements for customers who have accounts that are active during the period.

1099 Statements are only created and filed with the IRS if the minimum thresholds are met (currently $10 per year in interest income).

statement Object

PropertyData Type (length)Description
customerIdintegerHelix-assigned unique ID for the customer the statement belongs to
createdDatedatetimeDate and time the statement was generated by Helix
monthintegerTwo digit statement month.
Example: 04 for April
statementIdlong integer (64-bit integer)Helix-assigned unique ID for the statement
typeenumPossible values:
- Monthly
- Tax1099INT
- Quarterly
- Tax1099MISC
yearintegerFour digit statement year.
Example: 2020