The new Taxpayer 360 Data Model covers identity and household details, income summary, filing status, and payment history, giving tax agents a complete constituent profile in one view without switching between systems. Connect your data by using Data 360 while keeping your existing system as the source of record.
Where: This change applies to Enterprise, Unlimited, and Developer editions with Public Sector Solutions, Agentforce 1, Data 360, and Experience Cloud.
How: Configure a data space and then deploy the Tax and Revenue Management Data Kit. Use manual data streams to load the rest of your tax agency data into Data 360 using a CRM connector.