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Tax Filing DMO

A tax return filed by or on behalf of a taxpayer for a given tax period, capturing the as-filed income, deductions, credits, tax liability, refund or balance due, and filing lifecycle status. Supports amended returns and extensions.

Object Properties

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

Relationships

  • TaxTypePeriodId has a FOREIGNKEY relationship with the Tax Type Period DMO Id field.
  • TaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
  • AmendedFromFilingId has a FOREIGNKEY relationship with the Tax Filing DMO Id field.

Fields

AdjustedGrossIncomeAmt

  • Field API Name: AdjustedGrossIncomeAmt__c
  • Data Type: CURRENCY
  • Description: The adjusted gross income.

AmendedFromFilingId

  • Field API Name: AmendedFromFilingId__c
  • Data Type: TEXT
  • Description: The ID of the original filing that this amendment corrects.

AmendedReturnReasonText

  • Field API Name: AmendedReturnReasonText__c
  • Data Type: TEXT
  • Description: The reason for filing an amended return.

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.

ConfirmationNumber

  • Field API Name: ConfirmationNumber__c
  • Data Type: TEXT
  • Description: The tax authority's confirmation or receipt number.

CreatedDateTime

  • Field API Name: CreatedDateTime__c
  • Data Type: DATETIME
  • Description: The timestamp when the filing 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.

DeductionType

  • Field API Name: DeductionType__c
  • Data Type: TEXT
  • Description: The deduction type. Example - Standard; Itemized; Old_Regime; New_Regime.

DependentCount

  • Field API Name: DependentCount__c
  • Data Type: DOUBLE
  • Description: The number of dependents. Example - 0; 1; 2; 3.

ExtendedDueDate

  • Field API Name: ExtendedDueDate__c
  • Data Type: DATEONLY
  • Description: The new deadline after the extension was approved.

ExtensionFiledDate

  • Field API Name: ExtensionFiledDate__c
  • Data Type: DATEONLY
  • Description: The date the deadline extension was submitted.

FilingDate

  • Field API Name: FilingDate__c
  • Data Type: DATEONLY
  • Description: The filing submission date.

FilingMethodType

  • Field API Name: FilingMethodType__c
  • Data Type: TEXT
  • Description: The filing method. Possible values are: E-File, Paper, Tax Professional, Government Portal.

FilingStatus

  • Field API Name: FilingStatus__c
  • Data Type: TEXT
  • Description: The filing status. Possible values are: Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Widow, C-Corporation, Partnership, etc.

FormType

  • Field API Name: FormType__c
  • Data Type: TEXT
  • Description: The form type filed. Example - 1040; 1120; 1065; ITR-1; SA100; T1.

GrossIncomeAmt

  • Field API Name: GrossIncomeAmt__c
  • Data Type: CURRENCY
  • Description: The total income before deductions.

Id

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

InterestAmt

  • Field API Name: InterestAmt__c
  • Data Type: CURRENCY
  • Description: The amount of interest charged.

InternalOrganizationId

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

IsAmended

  • Field API Name: IsAmended__c
  • Data Type: BOOLEAN
  • Description: Whether this filing is an amended or revised return. True if amended, false if not.

IsExtensionFiled

  • Field API Name: IsExtensionFiled__c
  • Data Type: BOOLEAN
  • Description: Whether a deadline extension was filed. True if an extension was filed, false if not.

KQ_AmendedFromFilingId

  • Field API Name: KQ_AmendedFromFilingId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for AmendedFromFilingId

KQ_Id

  • Field API Name: KQ_Id__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for Id

KQ_TaxAccountId

  • Field API Name: KQ_TaxAccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for TaxAccountId

KQ_TaxTypePeriodId

  • Field API Name: KQ_TaxTypePeriodId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for TaxTypePeriodId

LastModifiedDateTime

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

OverpaymentAmt

  • Field API Name: OverpaymentAmt__c
  • Data Type: CURRENCY
  • Description: The amount overpaid.

OwedAmt

  • Field API Name: OwedAmt__c
  • Data Type: CURRENCY
  • Description: The balance due.

PaymentWithholdingAmt

  • Field API Name: PaymentWithholdingAmt__c
  • Data Type: CURRENCY
  • Description: The tax amount already paid through withholdings or previous payments.

PenaltyAmt

  • Field API Name: PenaltyAmt__c
  • Data Type: CURRENCY
  • Description: The penalty amount assessed at filing.

PriorYearOverpaymentAppliedAmt

  • Field API Name: PriorYearOverpaymentAppliedAmt__c
  • Data Type: CURRENCY
  • Description: The payment amount carried over from the prior tax year.

RefundAmt

  • Field API Name: RefundAmt__c
  • Data Type: CURRENCY
  • Description: The refund amount.

Status

  • Field API Name: Status__c
  • Data Type: TEXT
  • Description: The workflow status of the filing. Possible values are: Draft, Submitted, Accepted, Rejected, Under Review, Assessed, Completed.

TaxableIncomeAmt

  • Field API Name: TaxableIncomeAmt__c
  • Data Type: CURRENCY
  • Description: The income subject to tax.

TaxAccountId

  • Field API Name: TaxAccountId__c
  • Data Type: TEXT
  • Description: The tax account that this filing belongs to.

TaxFilingName

  • Field API Name: TaxFilingName__c
  • Data Type: TEXT
  • Description: The display name. The format is [Tax Year] [JurisdictionLevel] Return - [TaxpayerName]. Example - 2025 Federal Return - John Doe.

TaxTypePeriodId

  • Field API Name: TaxTypePeriodId__c
  • Data Type: TEXT
  • Description: The tax period that this filing covers.

TotalCreditAmt

  • Field API Name: TotalCreditAmt__c
  • Data Type: CURRENCY
  • Description: The total amount of credits applied to this filing.

TotalDeductionAmt

  • Field API Name: TotalDeductionAmt__c
  • Data Type: CURRENCY
  • Description: The total amount of deductions.

TotalTaxAfterCreditAmt

  • Field API Name: TotalTaxAfterCreditAmt__c
  • Data Type: CURRENCY
  • Description: The net tax owed after credits are applied.

TotalTaxLiabilityAmt

  • Field API Name: TotalTaxLiabilityAmt__c
  • Data Type: CURRENCY
  • Description: The tax liability before any credits are applied.