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).


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

year

integer

Four digit statement year.
Example: 2020