Tax Filing DMO

A tax return filed by or on behalf of a taxpayer for a given tax period, capturing the as-filed income, deductions, credits, tax liability, refund or balance due, and filing lifecycle status. Supports amended returns and extensions.

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

• TaxTypePeriodId has a FOREIGNKEY relationship with the Tax Type Period DMO Id field.
• TaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• AmendedFromFilingId has a FOREIGNKEY relationship with the Tax Filing DMO Id field.

• AdjustedGrossIncomeAmt
• AmendedFromFilingId
• AmendedReturnReasonText
• cdp_sys_record_currency
• ConfirmationNumber
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DeductionType
• DependentCount
• ExtendedDueDate
• ExtensionFiledDate
• FilingDate
• FilingMethodType
• FilingStatus
• FormType
• GrossIncomeAmt
• Id
• InterestAmt
• InternalOrganizationId
• IsAmended
• IsExtensionFiled
• KQ_AmendedFromFilingId
• KQ_Id
• KQ_TaxAccountId
• KQ_TaxTypePeriodId
• LastModifiedDateTime
• OverpaymentAmt
• OwedAmount
• PenaltyAmt
• PriorYearOverpaymentAppliedAmt
• RefundAmount
• Status
• TaxableIncomeAmt
• TaxAccountId
• TaxFilingName
• TaxTypePeriodId
• TotalCreditsAmt
• TotalDeductionsAmt
• TotalPaymentsAndWithholdingsAmt
• TotalTaxAfterCreditsAmt
• TotalTaxLiabilityAmt

• Field API Name: std__AdjustedGrossIncomeAmt__c
• Data Type: CURRENCY
• Description: The adjusted gross income.

• Field API Name: std__AmendedFromFilingId__c
• Data Type: TEXT
• Description: The ID of the original filing that this amendment corrects.

• Field API Name: std__AmendedReturnReasonText__c
• Data Type: TEXT
• Description: The reason for filing an amended return.

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

• Field API Name: std__ConfirmationNumber__c
• Data Type: TEXT
• Description: The tax authority’s confirmation or receipt number.

• Field API Name: std__CreatedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when the filing record was created.

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

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

• Field API Name: std__DeductionType__c
• Data Type: TEXT
• Description: The deduction type. Example - Standard; Itemized; Old_Regime; New_Regime.

• Field API Name: std__DependentCount__c
• Data Type: DOUBLE
• Description: The number of dependents. Example - 0; 1; 2; 3.

• Field API Name: std__ExtendedDueDate__c
• Data Type: DATEONLY
• Description: The new deadline after the extension was approved.

• Field API Name: std__ExtensionFiledDate__c
• Data Type: DATEONLY
• Description: The date the deadline extension was submitted.

• Field API Name: std__FilingDate__c
• Data Type: DATEONLY
• Description: The filing submission date.

• Field API Name: std__FilingMethodType__c
• Data Type: TEXT
• Description: The filing method. Possible values are: E-File, Paper, Tax Professional, Government Portal.

• Field API Name: std__FilingStatus__c
• Data Type: TEXT
• Description: The filing status. Possible values are: Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Widow, C-Corporation, Partnership, etc.

• Field API Name: std__FormType__c
• Data Type: TEXT
• Description: The form type filed. Example - 1040; 1120; 1065; ITR-1; SA100; T1.

• Field API Name: std__GrossIncomeAmt__c
• Data Type: CURRENCY
• Description: The total income before deductions.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: The unique identifier for this tax filing record.

• Field API Name: std__InterestAmt__c
• Data Type: CURRENCY
• Description: The amount of interest charged.

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

• Field API Name: std__IsAmended__c
• Data Type: BOOLEAN
• Description: Whether this filing is an amended or revised return. True if amended, false if not.

• Field API Name: std__IsExtensionFiled__c
• Data Type: BOOLEAN
• Description: Whether a deadline extension was filed. True if an extension was filed, false if not.

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

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

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

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

• Field API Name: std__LastModifiedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when the filing record was last modified.

• Field API Name: std__OverpaymentAmt__c
• Data Type: CURRENCY
• Description: The amount overpaid.

• Field API Name: std__OwedAmount__c
• Data Type: CURRENCY
• Description: The balance due.

• Field API Name: std__PenaltyAmt__c
• Data Type: CURRENCY
• Description: The penalty amount assessed at filing.

• Field API Name: std__PriorYearOverpaymentAppliedAmt__c
• Data Type: CURRENCY
• Description: The payment amount carried over from the prior tax year.

• Field API Name: std__RefundAmount__c
• Data Type: CURRENCY
• Description: The refund amount.

• Field API Name: std__Status__c
• Data Type: TEXT
• Description: The workflow status of the filing. Possible values are: Draft, Submitted, Accepted, Rejected, Under Review, Assessed, Completed.

• Field API Name: std__TaxableIncomeAmt__c
• Data Type: CURRENCY
• Description: The income subject to tax.

• Field API Name: std__TaxAccountId__c
• Data Type: TEXT
• Description: The tax account that this filing belongs to.

• Field API Name: std__TaxFilingName__c
• Data Type: TEXT
• Description: The display name. The format is [Tax Year] [JurisdictionLevel] Return - [TaxpayerName]. Example - 2025 Federal Return - John Doe.

• Field API Name: std__TaxTypePeriodId__c
• Data Type: TEXT
• Description: The tax period that this filing covers.

• Field API Name: std__TotalCreditsAmt__c
• Data Type: CURRENCY
• Description: The total amount of credits applied to this filing.

• Field API Name: std__TotalDeductionsAmt__c
• Data Type: CURRENCY
• Description: The total amount of deductions.

• Field API Name: std__TotalPaymentsAndWithholdingsAmt__c
• Data Type: CURRENCY
• Description: The tax amount already paid through withholdings or previous payments.

• Field API Name: std__TotalTaxAfterCreditsAmt__c
• Data Type: CURRENCY
• Description: The net tax owed after credits are applied.

• Field API Name: std__TotalTaxLiabilityAmt__c
• Data Type: CURRENCY
• Description: The tax liability before any credits are applied.