# Tax Filing Assessment DMO

An authority-issued assessment of a tax filing at a specific point in the assessment lifecycle. Includes the official determination of income, tax, penalties, interest, and refund or balance due. Supersedes prior assessments where applicable.

## Object Properties

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

## Relationships

- **TaxFilingId** has a FOREIGNKEY relationship with the [Tax Filing DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxfilingdmo-dmo.md) `Id` field.
- **PreviousAssessmentId** has a FOREIGNKEY relationship with the [Tax Filing Assessment DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxfilingassessmentdmo-dmo.md) `Id` field.

## Fields

- [AdjustedGrossIncomeAmt](#adjustedgrossincomeamt)
- [AssessmentDate](#assessmentdate)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [CreatedDateTime](#createddatetime)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [GrossIncomeAmt](#grossincomeamt)
- [Id](#id)
- [InterestAmt](#interestamt)
- [InternalOrganizationId](#internalorganizationid)
- [LastModifiedDateTime](#lastmodifieddatetime)
- [OverpaymentAmt](#overpaymentamt)
- [OwedAmt](#owedamt)
- [PenaltyAmt](#penaltyamt)
- [PreviousAssessmentId](#previousassessmentid)
- [ReasonCode](#reasoncode)
- [ReasonText](#reasontext)
- [RefundAmt](#refundamt)
- [Status](#status)
- [TaxableIncomeAmt](#taxableincomeamt)
- [TaxFilingAssessmentName](#taxfilingassessmentname)
- [TaxFilingId](#taxfilingid)
- [TotalCreditAmt](#totalcreditamt)
- [TotalDeductionAmt](#totaldeductionamt)
- [TotalPaymentWithholdingAmt](#totalpaymentwithholdingamt)
- [TotalTaxAfterCreditAmt](#totaltaxaftercreditamt)
- [TotalTaxLiabilityAmt](#totaltaxliabilityamt)

### AdjustedGrossIncomeAmt

- **Field API Name:** `AdjustedGrossIncomeAmt__c`
- **Data Type:** CURRENCY
- **Description:** The adjusted gross income amount assessed by the authority.

### AssessmentDate

- **Field API Name:** `AssessmentDate__c`
- **Data Type:** DATEONLY
- **Description:** The date that the authority issued this assessment.

### 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.

### 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.

### GrossIncomeAmt

- **Field API Name:** `GrossIncomeAmt__c`
- **Data Type:** CURRENCY
- **Description:** The gross income amount assessed by the authority.

### Id

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

### InterestAmt

- **Field API Name:** `InterestAmt__c`
- **Data Type:** CURRENCY
- **Description:** The interest amount assessed by the authority.

### InternalOrganizationId

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

### LastModifiedDateTime

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

### OverpaymentAmt

- **Field API Name:** `OverpaymentAmt__c`
- **Data Type:** CURRENCY
- **Description:** The overpayment amount assessed by the authority.

### OwedAmt

- **Field API Name:** `OwedAmt__c`
- **Data Type:** CURRENCY
- **Description:** The balance due amount assessed by the authority.

### PenaltyAmt

- **Field API Name:** `PenaltyAmt__c`
- **Data Type:** CURRENCY
- **Description:** The penalty amount assessed by the authority.

### PreviousAssessmentId

- **Field API Name:** `PreviousAssessmentId__c`
- **Data Type:** TEXT
- **Description:** The previous assessment that this assessment overrules.

### ReasonCode

- **Field API Name:** `ReasonCode__c`
- **Data Type:** TEXT
- **Description:** The structured reason code. Possible values are: MATH_ERROR, UNREPORTED_INCOME, DISALLOWED_CREDIT.

### ReasonText

- **Field API Name:** `ReasonText__c`
- **Data Type:** TEXT
- **Description:** The assessment reason provided by the authority.

### RefundAmt

- **Field API Name:** `RefundAmt__c`
- **Data Type:** CURRENCY
- **Description:** The refund amount assessed by the authority.

### Status

- **Field API Name:** `Status__c`
- **Data Type:** TEXT
- **Description:** The stage of the assessment lifecycle. Possible values are: Initial, Math_Error, Scrutiny, Appeal, Final.

### TaxableIncomeAmt

- **Field API Name:** `TaxableIncomeAmt__c`
- **Data Type:** CURRENCY
- **Description:** The taxable income assessed by the authority.

### TaxFilingAssessmentName

- **Field API Name:** `TaxFilingAssessmentName__c`
- **Data Type:** TEXT
- **Description:** The name of the tax filing assessment. For example, "Initial - 2025-04-15".

### TaxFilingId

- **Field API Name:** `TaxFilingId__c`
- **Data Type:** TEXT
- **Description:** The tax filing being assessed.

### TotalCreditAmt

- **Field API Name:** `TotalCreditAmt__c`
- **Data Type:** CURRENCY
- **Description:** The amount of total credits assessed by the authority.

### TotalDeductionAmt

- **Field API Name:** `TotalDeductionAmt__c`
- **Data Type:** CURRENCY
- **Description:** The total deductions amount assessed by the authority.

### TotalPaymentWithholdingAmt

- **Field API Name:** `TotalPaymentWithholdingAmt__c`
- **Data Type:** CURRENCY
- **Description:** The total payments and withholdings amount assessed by the authority.

### TotalTaxAfterCreditAmt

- **Field API Name:** `TotalTaxAfterCreditAmt__c`
- **Data Type:** CURRENCY
- **Description:** The net tax amount after credits assessed by the authority.

### TotalTaxLiabilityAmt

- **Field API Name:** `TotalTaxLiabilityAmt__c`
- **Data Type:** CURRENCY
- **Description:** The tax liability amount before credits assessed by the authority.