# 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 Properties

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

## Relationships

- **TaxpayerTaxAccountId** has a FOREIGNKEY relationship with the [Tax Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxaccountdmo-dmo.md) `Id` field.
- **IssuerTaxAccountId** has a FOREIGNKEY relationship with the [Tax Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxaccountdmo-dmo.md) `Id` field.
- **TaxTypePeriodId** has a FOREIGNKEY relationship with the [Tax Type Period DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxtypeperioddmo-dmo.md) `Id` field.
- **ContentDocumentId** has a FOREIGNKEY relationship with the [Digital Content DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-digitalcontentdmo-dmo.md) `Id` field.
- **OriginalDocumentId** has a FOREIGNKEY relationship with the [Tax Document DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxdocumentdmo-dmo.md) `Id` field.

## Fields

- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [ContentDocumentId](#contentdocumentid)
- [CreatedDateTime](#createddatetime)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [DocumentType](#documenttype)
- [GrossEarningAmt](#grossearningamt)
- [Id](#id)
- [InternalOrganizationId](#internalorganizationid)
- [IsCorrected](#iscorrected)
- [IssueDate](#issuedate)
- [IssuerTaxAccountId](#issuertaxaccountid)
- [LastModifiedDateTime](#lastmodifieddatetime)
- [OriginalDocumentId](#originaldocumentid)
- [ResolvedFilePathText](#resolvedfilepathtext)
- [Status](#status)
- [TaxDocumentName](#taxdocumentname)
- [TaxpayerTaxAccountId](#taxpayertaxaccountid)
- [TaxTypePeriodId](#taxtypeperiodid)
- [TaxWithheldAmt](#taxwithheldamt)

### cdp_sys_record_currency

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

### ContentDocumentId

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

### CreatedDateTime

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

### DataSourceId

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

### DataSourceObjectId

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

### DocumentType

- **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.

### GrossEarningAmt

- **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.

### Id

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

### InternalOrganizationId

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

### IsCorrected

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

### IssueDate

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

### IssuerTaxAccountId

- **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.

### LastModifiedDateTime

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

### OriginalDocumentId

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

### ResolvedFilePathText

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

### Status

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

### TaxDocumentName

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

### TaxpayerTaxAccountId

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

### TaxTypePeriodId

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

### TaxWithheldAmt

- **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.