Statement
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).
Take me to the Statement Endpoint Reference
statement Object
| Property | Data Type (length) | Description |
|---|---|---|
customerId | integer | Helix-assigned unique ID for the customer the statement belongs to |
createdDate | datetime | Date and time the statement was generated by Helix |
month | integer | Two digit statement month. Example: 04 for April |
statementId | long integer (64-bit integer) | Helix-assigned unique ID for the statement |
type | enum | Possible values: - Monthly- Tax1099INT- Quarterly- Tax1099MISC |
year | integer | Four digit statement year. Example: 2020 |
Updated about 1 year ago