Tax Document Item DMO

A single reported line on a tax document, such as an employer-, bank-, or brokerage-reported income or withholding amount used for return pre-fill and reconciliation.

Object Properties

Object API Name: TaxDocumentItem_std__dlm
Category: Unassigned
Availability: Available in 264 and later versions
Primary Key Field: Id

Relationships

• TaxDocumentId has a FOREIGNKEY relationship with the Tax Document DMO Id field.
• ParentLineItemId has a FOREIGNKEY relationship with the Tax Document Item DMO Id field.

Fields

• Category
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• Description
• Id
• InternalOrganizationId
• LastModifiedDateTime
• LineReferenceTxt
• ParentLineItemId
• ReportedAmt
• Subcategory
• TaxDocumentId

Category

• Field API Name: Category__c
• Data Type: TEXT
• Description: The category of the declaration item. Possible values are: Wages, Interest Income, Dividend Income, Capital Gains, Self Employment Income, Retirement Distribution, Mortgage Interest, Tuition Paid, Withholding Federal, Withholding State, Withholding FICA, Other.

cdp_sys_record_currency

• Field API Name: cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

CreatedDateTime

• Field API Name: CreatedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was created.

DataSourceId

• Field API Name: DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

DataSourceObjectId

• Field API Name: DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

Description

• Field API Name: Description__c
• Data Type: TEXT
• Description: The text description (for example, W-2 wages from Tech Industries or Mortgage interest on primary residence).

Id

• Field API Name: Id__c
• Data Type: TEXT
• Description: The unique identifier for this line item record.

InternalOrganizationId

• Field API Name: InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

LastModifiedDateTime

• Field API Name: LastModifiedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was last modified.

LineReferenceTxt

• Field API Name: LineReferenceTxt__c
• Data Type: TEXT
• Description: The specific box or line referenced (for example, Box 1 - Wages, tips, other compensation or Box 2 - Federal income tax withheld).

ParentLineItemId

• Field API Name: ParentLineItemId__c
• Data Type: TEXT
• Description: The original line item that this corrected or amended report supersedes (for example, W-2c correcting a W-2).

ReportedAmt

• Field API Name: ReportedAmt__c
• Data Type: CURRENCY
• Description: The positive monetary amount on this line.

Subcategory

• Field API Name: Subcategory__c
• Data Type: TEXT
• Description: The second-level jurisdiction specific classification (for example, Employment, Self Employment, Interest, Dividend, Capital Gain Short, Capital Gain Long, Rental, Standard, Itemized, Section 80C, Section 80D, Child Tax, EITC).

TaxDocumentId

• Field API Name: TaxDocumentId__c
• Data Type: TEXT
• Description: The parent tax document that contains this line item.