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 Filing
A tax filing with its participants and line items.
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| address | ConnectApi.TaxFilingAddress[] | Taxpayer address for this filing. | Big, 68.0 | 68.0 |
| adjustedGrossIncomeAmt | Double | Adjusted gross income (AGI). | Big, 68.0 | 68.0 |
| confirmationNumber | String | Confirmation number from tax authority. | Big, 68.0 | 68.0 |
| documents | String[] | References to documents associated with this filing; each ID resolves to an entry in the documents view. | Big, 68.0 | 68.0 |
| filingDate | Date | Date filing was submitted (YYYY-MM-DD). | Big, 68.0 | 68.0 |
| filingStatus | String | Filing status (for example, Married_Filing_Jointly, Single, Head_of_Household). | Big, 68.0 | 68.0 |
| formType | String | Form type (e.g., 1040, 1040-SR). | Big, 68.0 | 68.0 |
| grossIncomeAmt | Double | Total gross income. | Big, 68.0 | 68.0 |
| id | String | Unique identifier for this filing. | Big, 68.0 | 68.0 |
| isAmended | Boolean | Whether this filing is an amended return. | Big, 68.0 | 68.0 |
| lastModifiedDateTime | Date | Timestamp when this filing was last modified (ISO 8601). | Big, 68.0 | 68.0 |
| lineItems | ConnectApi.TaxFilingLineItem[] | Income, deductions, credits as filed. | Big, 68.0 | 68.0 |
| owedAmt | Double | Amount owed (positive if taxpayer owes). | Big, 68.0 | 68.0 |
| participants | ConnectApi.TaxFilingParticipant[] | Primary filer, spouse, and dependents. | Big, 68.0 | 68.0 |
| paymentWithholdingAmt | Double | Total payments and withholdings. | Big, 68.0 | 68.0 |
| refundAmt | Double | Refund amount (positive if refund due). | Big, 68.0 | 68.0 |
| status | String | Filing status (e.g., Submitted, Accepted, Assessed). | Big, 68.0 | 68.0 |
| taxableIncomeAmt | Double | Taxable income after deductions. | Big, 68.0 | 68.0 |
| totalCreditAmt | Double | Total tax credits. | Big, 68.0 | 68.0 |
| totalDeductionAmt | Double | Total deductions (standard or itemized). | Big, 68.0 | 68.0 |
| totalTaxAfterCreditAmt | Double | Total tax after credits applied. | Big, 68.0 | 68.0 |