Public Sector Developer Guide

Public Sector Data Models
Public Sector Standard Objects
PublicSectrSltn Namespace
Public Sector APIs
REST Reference
Resources
Request Bodies
Response Bodies
Action Plan Output
Action Plan Template
Action Plan Template Items
Action Plan Template Item
Action Plan Template List
Benefit Assignment List
Benefit Assignment
Benefit List
Benefit Output
Care Plan Output
Care Plan Benefit Session Output
Care Plan Benefit Session Info List
Care Plan Benefit Session Info
Care Plan Session Enrollee Info List
Care Plan Session Enrollee Info
Care Plan Definition Output
Care Plan Generic Output
Care Plan Task
Care Plan Tasks
Care Plan Task List
Care Plan Template
Care Plan Template Benefit
Care Plan Template Benefit List
Care Plan Template Goal
Care Plan Template Goal List
Claim Collection Output
Claim Error
Claim Item Result
Claim Submission Result
Claim Result
Content Document Link Result
Content Hub External Upload Request Output
Content Hub File Upload Output
Document Result
Custom Field
Custom Field List
External Storage Search Response
External Storage Search Result
External Storage Search Status
Goal Assignment List
Goal Assignment
Goal Definition List
Goal Definition Output
Payment Request Result
Payment Request Error
Problem Definition Output
Regulatory Transaction Fee Recompute Output
Submit Claims Output
Tax Constituent Activity
Tax Revenue Profile
Tax Revenue Profile Tax Account
Tax Filing
Tax Filing Participant
Tax Filing Line Item
Tax Filing Address
Tax Filing Assessment
Tax Filing Line Item Assessment
Tax Payment
Tax Refund
Tax Document
Tax Document Item
Public Sector Standard Invocable Actions
Public Sector Tooling API Objects
Public Sector Metadata API Types
Public Sector Associated Objects
StandardValueSet Names and Standard Picklist Fields
Upload Files to Amazon S3
Accounting Subledger
Action Launcher
Business Rules Engine
Criteria-Based Search and Filter
Decision Explainer
Discovery Framework
Engagement
Group Membership and Households
Identity Verification
Intelligent Document Reader
Interest Tagging
Omnistudio Business REST APIs
Outcome Management Developer Guide
Record Alerts
Record Rollup Definitions
Service Process Studio
Timeline
PDF

Note: 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 Document

A tax document on file for the taxpayer (W-2, 1099, filed form, notice, or attachment).
Property Name Type Description Filter Group and Version Available Version
contentDocumentId String Salesforce Files reference for Salesforce-generated and taxpayer-uploaded documents. Big, 68.0 68.0
documentName String Display name of the document. Big, 68.0 68.0
documentType String Document type (W-2, 1099-INT, 1099-DIV, Form 1040, Schedule A, Notice, etc.). Big, 68.0 68.0
endDate Date The end date of the document. Big, 68.0 68.0
grossEarningAmt Double Total income earned before taxes and deductions reported on the document. Big, 68.0 68.0
id String Unique identifier of the document. Big, 68.0 68.0
isCorrected Boolean Whether this document has been corrected or superseded. Big, 68.0 68.0
issueDate Date Date the document was issued by its source, YYYY-MM-DD. Big, 68.0 68.0
items ConnectApi.TaxDocumentItem[] Line-level detail rows for this document. Big, 68.0 68.0
originalDocumentId String The original document this corrected document supersedes. Big, 68.0 68.0
resolvedFilePath String External file path for third-party issued documents stored outside Salesforce. Big, 68.0 68.0
startDate Date The start date of the document. Big, 68.0 68.0
status String Lifecycle state of the document (e.g., Draft, Final). Big, 68.0 68.0
taxWithheldAmt Double Total tax withheld and remitted on behalf of the taxpayer. Big, 68.0 68.0