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 Refund
A tax refund disbursement record.
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| bankAccountNumber | String | The bank account number used for payment. | Big, 68.0 | 68.0 |
| bankName | String | Name of bank associated with the bank account. | Big, 68.0 | 68.0 |
| cardBrandName | String | Card brand name (e.g. Visa, MasterCard, American Express). | Big, 68.0 | 68.0 |
| disbursementDate | Date | Refund disbursement date (YYYY-MM-DD). | Big, 68.0 | 68.0 |
| expiryDayOfMonth | Double | The day of the month (1–31) on which the payment instrument expires. | Big, 68.0 | 68.0 |
| failureReasonText | String | Reason for refund failure, when applicable. | Big, 68.0 | 68.0 |
| filingId | String | Identifier of the tax filing this refund relates to. | Big, 68.0 | 68.0 |
| id | String | Unique identifier for this refund record. | Big, 68.0 | 68.0 |
| instrumentNumber | String | Masked instrument number (for example, ****7891). | Big, 68.0 | 68.0 |
| instrumentType | String | Payment instrument type (Payroll, EFT_ACH, Check, Direct_Deposit, etc.). | Big, 68.0 | 68.0 |
| issueDate | Date | Issue date on the instrument (YYYY-MM-DD). | Big, 68.0 | 68.0 |
| issuingEntity | String | Entity that issued the instrument (e.g. Wells Fargo). | Big, 68.0 | 68.0 |
| last4Text | String | Last 4 digits of payment method. | Big, 68.0 | 68.0 |
| netAmt | Double | Net refund amount disbursed to the taxpayer. | Big, 68.0 | 68.0 |
| paymentIdentifier | String | Refund payment identifier / reference number. | Big, 68.0 | 68.0 |
| paymentInstrumentId | String | Identifier of the payment instrument the refund was disbursed to. | Big, 68.0 | 68.0 |
| reasonCode | String | Structured reason code for the refund. | Big, 68.0 | 68.0 |
| reasonText | String | Human-readable refund reason. | Big, 68.0 | 68.0 |
| status | String | Refund status (e.g., Disbursed, Returned, Stale Dated, Cancelled). | Big, 68.0 | 68.0 |