# 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 Properties

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

## Relationships

- **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.
- **TaxAccountId** has a FOREIGNKEY relationship with the [Tax Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxaccountdmo-dmo.md) `Id` field.
- **AmendedFromFilingId** has a FOREIGNKEY relationship with the [Tax Filing DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-taxfilingdmo-dmo.md) `Id` field.

## Fields

- [AdjustedGrossIncomeAmt](#adjustedgrossincomeamt)
- [AmendedFromFilingId](#amendedfromfilingid)
- [AmendedReturnReasonText](#amendedreturnreasontext)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [ConfirmationNumber](#confirmationnumber)
- [CreatedDateTime](#createddatetime)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [DeductionType](#deductiontype)
- [DependentCount](#dependentcount)
- [ExtendedDueDate](#extendedduedate)
- [ExtensionFiledDate](#extensionfileddate)
- [FilingDate](#filingdate)
- [FilingMethodType](#filingmethodtype)
- [FilingStatus](#filingstatus)
- [FormType](#formtype)
- [GrossIncomeAmt](#grossincomeamt)
- [Id](#id)
- [InterestAmt](#interestamt)
- [InternalOrganizationId](#internalorganizationid)
- [IsAmended](#isamended)
- [IsExtensionFiled](#isextensionfiled)
- [KQ_AmendedFromFilingId](#kq_amendedfromfilingid)
- [KQ_Id](#kq_id)
- [KQ_TaxAccountId](#kq_taxaccountid)
- [KQ_TaxTypePeriodId](#kq_taxtypeperiodid)
- [LastModifiedDateTime](#lastmodifieddatetime)
- [OverpaymentAmt](#overpaymentamt)
- [OwedAmt](#owedamt)
- [PaymentWithholdingAmt](#paymentwithholdingamt)
- [PenaltyAmt](#penaltyamt)
- [PriorYearOverpaymentAppliedAmt](#prioryearoverpaymentappliedamt)
- [RefundAmt](#refundamt)
- [Status](#status)
- [TaxableIncomeAmt](#taxableincomeamt)
- [TaxAccountId](#taxaccountid)
- [TaxFilingName](#taxfilingname)
- [TaxTypePeriodId](#taxtypeperiodid)
- [TotalCreditAmt](#totalcreditamt)
- [TotalDeductionAmt](#totaldeductionamt)
- [TotalTaxAfterCreditAmt](#totaltaxaftercreditamt)
- [TotalTaxLiabilityAmt](#totaltaxliabilityamt)

### AdjustedGrossIncomeAmt

- **Field API Name:** `AdjustedGrossIncomeAmt__c`
- **Data Type:** CURRENCY
- **Description:** The adjusted gross income.

### AmendedFromFilingId

- **Field API Name:** `AmendedFromFilingId__c`
- **Data Type:** TEXT
- **Description:** The ID of the original filing that this amendment corrects.

### AmendedReturnReasonText

- **Field API Name:** `AmendedReturnReasonText__c`
- **Data Type:** TEXT
- **Description:** The reason for filing an amended return.

### 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.

### ConfirmationNumber

- **Field API Name:** `ConfirmationNumber__c`
- **Data Type:** TEXT
- **Description:** The tax authority's confirmation or receipt number.

### CreatedDateTime

- **Field API Name:** `CreatedDateTime__c`
- **Data Type:** DATETIME
- **Description:** The timestamp when the filing 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.

### DeductionType

- **Field API Name:** `DeductionType__c`
- **Data Type:** TEXT
- **Description:** The deduction type. Example - Standard; Itemized; Old_Regime; New_Regime.

### DependentCount

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

### ExtendedDueDate

- **Field API Name:** `ExtendedDueDate__c`
- **Data Type:** DATEONLY
- **Description:** The new deadline after the extension was approved.

### ExtensionFiledDate

- **Field API Name:** `ExtensionFiledDate__c`
- **Data Type:** DATEONLY
- **Description:** The date the deadline extension was submitted.

### FilingDate

- **Field API Name:** `FilingDate__c`
- **Data Type:** DATEONLY
- **Description:** The filing submission date.

### FilingMethodType

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

### FilingStatus

- **Field API Name:** `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.

### FormType

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

### GrossIncomeAmt

- **Field API Name:** `GrossIncomeAmt__c`
- **Data Type:** CURRENCY
- **Description:** The total income before deductions.

### Id

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

### InterestAmt

- **Field API Name:** `InterestAmt__c`
- **Data Type:** CURRENCY
- **Description:** The amount of interest charged.

### InternalOrganizationId

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

### IsAmended

- **Field API Name:** `IsAmended__c`
- **Data Type:** BOOLEAN
- **Description:** Whether this filing is an amended or revised return. True if amended, false if not.

### IsExtensionFiled

- **Field API Name:** `IsExtensionFiled__c`
- **Data Type:** BOOLEAN
- **Description:** Whether a deadline extension was filed. True if an extension was filed, false if not.

### KQ_AmendedFromFilingId

- **Field API Name:** `KQ_AmendedFromFilingId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for AmendedFromFilingId

### KQ_Id

- **Field API Name:** `KQ_Id__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for Id

### KQ_TaxAccountId

- **Field API Name:** `KQ_TaxAccountId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for TaxAccountId

### KQ_TaxTypePeriodId

- **Field API Name:** `KQ_TaxTypePeriodId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for TaxTypePeriodId

### LastModifiedDateTime

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

### OverpaymentAmt

- **Field API Name:** `OverpaymentAmt__c`
- **Data Type:** CURRENCY
- **Description:** The amount overpaid.

### OwedAmt

- **Field API Name:** `OwedAmt__c`
- **Data Type:** CURRENCY
- **Description:** The balance due.

### PaymentWithholdingAmt

- **Field API Name:** `PaymentWithholdingAmt__c`
- **Data Type:** CURRENCY
- **Description:** The tax amount already paid through withholdings or previous payments.

### PenaltyAmt

- **Field API Name:** `PenaltyAmt__c`
- **Data Type:** CURRENCY
- **Description:** The penalty amount assessed at filing.

### PriorYearOverpaymentAppliedAmt

- **Field API Name:** `PriorYearOverpaymentAppliedAmt__c`
- **Data Type:** CURRENCY
- **Description:** The payment amount carried over from the prior tax year.

### RefundAmt

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

### Status

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

### TaxableIncomeAmt

- **Field API Name:** `TaxableIncomeAmt__c`
- **Data Type:** CURRENCY
- **Description:** The income subject to tax.

### TaxAccountId

- **Field API Name:** `TaxAccountId__c`
- **Data Type:** TEXT
- **Description:** The tax account that this filing belongs to.

### TaxFilingName

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

### TaxTypePeriodId

- **Field API Name:** `TaxTypePeriodId__c`
- **Data Type:** TEXT
- **Description:** The tax period that this filing covers.

### TotalCreditAmt

- **Field API Name:** `TotalCreditAmt__c`
- **Data Type:** CURRENCY
- **Description:** The total amount of credits applied to this filing.

### TotalDeductionAmt

- **Field API Name:** `TotalDeductionAmt__c`
- **Data Type:** CURRENCY
- **Description:** The total amount of deductions.

### TotalTaxAfterCreditAmt

- **Field API Name:** `TotalTaxAfterCreditAmt__c`
- **Data Type:** CURRENCY
- **Description:** The net tax owed after credits are applied.

### TotalTaxLiabilityAmt

- **Field API Name:** `TotalTaxLiabilityAmt__c`
- **Data Type:** CURRENCY
- **Description:** The tax liability before any credits are applied.