Tax Payment DMO

A payment made toward a tax obligation, such as a withholding, estimated payment, balance due, or installment, capturing the payer and remitter accounts, amount, reason, and status.

Object Properties

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

Relationships

• TaxpayerTaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• RemitterTaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• TaxFilingId has a FOREIGNKEY relationship with the Tax Filing DMO Id field.
• TaxTypePeriodId has a FOREIGNKEY relationship with the Tax Type Period DMO Id field.
• PaymentInstrumentId has a FOREIGNKEY relationship with the Payment Instrument DMO Id field.

Fields

• Amt
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• FailureReasonText
• Id
• InternalOrganizationId
• LastModifiedDateTime
• PaymentDate
• PaymentIdentifier
• PaymentInstrumentId
• PaymentReasonType
• RemitterTaxAccountId
• Status
• TaxFilingId
• TaxpayerTaxAccountId
• TaxPaymentName
• TaxTypePeriodId

Amt

• Field API Name: Amt__c
• Data Type: CURRENCY
• Description: The payment amount stored as a positive number.

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.

FailureReasonText

• Field API Name: FailureReasonText__c
• Data Type: TEXT
• Description: The free-text explanation of the failure when status is Failed or Returned.

Id

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

PaymentDate

• Field API Name: PaymentDate__c
• Data Type: DATEONLY
• Description: The date the payment was made or received by the tax authority.

PaymentIdentifier

• Field API Name: PaymentIdentifier__c
• Data Type: TEXT
• Description: The transaction receipt or reference number from the payment processor or tax authority.

PaymentInstrumentId

• Field API Name: PaymentInstrumentId__c
• Data Type: TEXT
• Description: The payment instrument used (for example, bank account, wire, check, or card). This field is null for payroll withholdings.

PaymentReasonType

• Field API Name: PaymentReasonType__c
• Data Type: TEXT
• Description: The payment reason. Possible values are: Withholding, Estimated Q1, Estimated Q2, Estimated Q3, Estimated Q4, Balance Due, Extension, Installment, Penalty, Interest, Advance Tax, Self Assessment, Other.

RemitterTaxAccountId

• Field API Name: RemitterTaxAccountId__c
• Data Type: TEXT
• Description: The tax account that submitted this payment (for example, employer for W-2 withholding, bank for 1099 backup withholding, or brokerage). This field is null when the taxpayer makes the payment directly.

Status

• Field API Name: Status__c
• Data Type: TEXT
• Description: The lifecycle status of the payment. Possible values are: Pending, Completed, Failed, Returned.

TaxFilingId

• Field API Name: TaxFilingId__c
• Data Type: TEXT
• Description: The tax filing this payment is for. This field is null for withholdings or estimated payments made before the return is filed.

TaxpayerTaxAccountId

• Field API Name: TaxpayerTaxAccountId__c
• Data Type: TEXT
• Description: The tax account whose tax obligation this payment satisfies.

TaxPaymentName

• Field API Name: TaxPaymentName__c
• Data Type: TEXT
• Description: The display name of the tax payment. The format is [Direction] - [PaymentType] - [Amount] [Currency Code].

TaxTypePeriodId

• Field API Name: TaxTypePeriodId__c
• Data Type: TEXT
• Description: The tax type period this payment applies to.