Public Sector Developer Guide
jNote: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Tax Constituent Activity
Taxpayer activity for a single tax year including filings, documents, payments, refunds,
and assessments per requested views.
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| additionalFields | Map<String, Object> | Caller-requested extra fields beyond the default typed fields, as requested via dataMappingObjects. Collected here in one place and keyed by the id of the record they belong to (the id present on each filing, payment, refund, assessment, document, and their nested line items/participants). Each value is itself a map of requested field name to value, returned in the field's native JSON type. Present only when extra fields were requested and resolved to a non-null value. | Big, 68.0 | 68.0 |
| assessments | ConnectApi.TaxFilingAssessment[] | Authority adjustments to the filing, each with its own line-item adjustments nested underneath (returned when assessments view requested). | Big, 68.0 | 68.0 |
| currency | String | ISO 4217 currency code (e.g. USD) the monetary amounts are denominated in. The organization's currency (corporate currency for multicurrency orgs). | Big, 68.0 | 68.0 |
| documents | ConnectApi.TaxDocument[] | Tax documents on file for the taxpayer for this year - W-2s, 1099s, filed forms, notices, and supporting attachments with their line-level detail (returned when documents view requested). | Big, 68.0 | 68.0 |
| filings | ConnectApi.TaxFiling[] | Filings for the tax year, each with participants and line items (returned when filings view requested). A tax year may have multiple filings (e.g. federal and state, or an original and its amendment). | Big, 68.0 | 68.0 |
| payments | ConnectApi.TaxPayment[] | Withholdings, estimated payments, and balance-due payments (returned when payments view requested). | Big, 68.0 | 68.0 |
| refunds | ConnectApi.TaxRefund[] | Refund disbursements and offsets (returned when refunds view requested). | Big, 68.0 | 68.0 |
| taxYear | Integer | The tax year this activity is for. | Small, 68.0 | 68.0 |