Tax Document DMO

A tax document issued by, submitted to, or generated for a taxpayer, such as a W-2, 1099, Form 16, filed return, or supporting attachment. Captures the document type, issuing and taxpayer accounts, reported amounts, and lifecycle status.

Object API Name: TaxDocument_std__dlm
Category: Unassigned
Availability: Available in 264 and later versions
Primary Key Field: Id

• TaxpayerTaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• IssuerTaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• TaxTypePeriodId has a FOREIGNKEY relationship with the Tax Type Period DMO Id field.
• ContentDocumentId has a FOREIGNKEY relationship with the Digital Content DMO Id field.
• OriginalDocumentId has a FOREIGNKEY relationship with the Tax Document DMO Id field.

• cdp_sys_record_currency
• ContentDocumentId
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DocumentType
• GrossEarningAmt
• Id
• InternalOrganizationId
• IsCorrected
• IssueDate
• IssuerTaxAccountId
• LastModifiedDateTime
• OriginalDocumentId
• ResolvedFilePathText
• Status
• TaxDocumentName
• TaxpayerTaxAccountId
• TaxTypePeriodId
• TaxWithheldAmt

• Field API Name: cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: ContentDocumentId__c
• Data Type: TEXT
• Description: The Salesforce Files reference for Salesforce generated and taxpayer uploaded documents.

• Field API Name: CreatedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was created.

• Field API Name: DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: DocumentType__c
• Data Type: TEXT
• Description: The document type. Possible values are: W-2, 1099-INT, 1099-DIV, Form 16, Form 1040, Schedule A, Donation Receipt.

• Field API Name: GrossEarningAmt__c
• Data Type: CURRENCY
• Description: The total amount of income earned before taxes and any other deductions have been taken out.

• Field API Name: Id__c
• Data Type: TEXT
• Description: The unique identifier of this document record.

• Field API Name: InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: IsCorrected__c
• Data Type: BOOLEAN
• Description: Whether the document has been corrected (true) or not (false).

• Field API Name: IssueDate__c
• Data Type: DATEONLY
• Description: The date the document was issued by its source.

• Field API Name: IssuerTaxAccountId__c
• Data Type: TEXT
• Description: The issuer of this document (for example, employer, bank, or brokerage). For taxpayer-submitted returns, this is the same as the taxpayer. This field is null for internally generated Salesforce documents.

• Field API Name: LastModifiedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was last modified.

• Field API Name: OriginalDocumentId__c
• Data Type: TEXT
• Description: The original document that this corrected document supersedes.

• Field API Name: ResolvedFilePathText__c
• Data Type: TEXT
• Description: The external file path for third-party issued documents stored outside Salesforce.

• Field API Name: Status__c
• Data Type: TEXT
• Description: The lifecycle state of the document. Possible values are: Draft or Final.

• Field API Name: TaxDocumentName__c
• Data Type: TEXT
• Description: The display name for this document record. For example, “W-2 2025 - Tech Industries”.

• Field API Name: TaxpayerTaxAccountId__c
• Data Type: TEXT
• Description: The taxpayer that this document belongs to.

• Field API Name: TaxTypePeriodId__c
• Data Type: TEXT
• Description: The tax type period that this document relates to.

• Field API Name: TaxWithheldAmt__c
• Data Type: CURRENCY
• Description: The total amount of payroll taxes the employer deducts from a paycheck and sends to the government on behalf of the taxpayer.