Public Sector Developer Guide
jTax 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 |