Public Sector Developer Guide
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Tax Filing Assessment
A filing-level assessment (authority adjustment) with its line-item adjustments.
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| adjustedGrossIncomeAmt | Double | Adjusted gross income amount assessed by the authority. | Big, 68.0 | 68.0 |
| assessmentDate | Date | Date the authority issued this assessment, YYYY-MM-DD. | Big, 68.0 | 68.0 |
| assessmentName | String | Name of the tax filing assessment. | Big, 68.0 | 68.0 |
| documents | String[] | References to documents associated with this filing assessment; each ID resolves to an entry in the documents view. | Big, 68.0 | 68.0 |
| filingId | String | Identifier of the tax filing being assessed. | Big, 68.0 | 68.0 |
| grossIncomeAmt | Double | Gross income amount assessed by the authority. | Big, 68.0 | 68.0 |
| id | String | Unique identifier for this assessment record. | Big, 68.0 | 68.0 |
| interestAmt | Double | Interest amount assessed by the authority. | Big, 68.0 | 68.0 |
| lineItems | ConnectApi.TaxFilingLineItemAssessment[] | Line-item-level assessments belonging to this filing assessment. | Big, 68.0 | 68.0 |
| overpaymentAmt | Double | Overpayment amount assessed by the authority. | Big, 68.0 | 68.0 |
| owedAmt | Double | Balance due amount assessed by the authority. | Big, 68.0 | 68.0 |
| penaltyAmt | Double | Penalty amount assessed by the authority. | Big, 68.0 | 68.0 |
| previousAssessmentId | String | Identifier of the previous assessment this one overrules, if any. | Big, 68.0 | 68.0 |
| reasonCode | String | Structured reason code for the assessment (for example, MATH_ERROR, UNREPORTED_INCOME, DISALLOWED_CREDIT). | Big, 68.0 | 68.0 |
| reasonText | String | Human-readable assessment reason provided by the authority. | Big, 68.0 | 68.0 |
| refundAmt | Double | Refund amount assessed by the authority. | Big, 68.0 | 68.0 |
| status | String | Stage of the assessment lifecycle (e.g., Initial, Math_Error, Scrutiny, Appeal, Final). | Big, 68.0 | 68.0 |
| taxableIncomeAmt | Double | Taxable income amount assessed by the authority. | Big, 68.0 | 68.0 |
| totalCreditAmt | Double | Total credits amount assessed by the authority. | Big, 68.0 | 68.0 |
| totalDeductionAmt | Double | Total deductions amount assessed by the authority. | Big, 68.0 | 68.0 |
| totalPaymentWithholdingAmt | Double | Total payments and withholdings amount assessed by the authority. | Big, 68.0 | 68.0 |
| totalTaxAfterCreditAmt | Double | Net tax amount after credits assessed by the authority. | Big, 68.0 | 68.0 |
| totalTaxLiabilityAmt | Double | Tax liability amount before credits assessed by the authority. | Big, 68.0 | 68.0 |