Tax Filing Line Item DMO

An individual line item filed on a tax return. For example, a single income, deduction, credit, withholding, or adjustment amount with its category, subcategory, and form-line reference for auditing.

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

• TaxFilingId has a FOREIGNKEY relationship with the Tax Filing DMO Id field.
• TaxFilingParticipantId has a FOREIGNKEY relationship with the Tax Filing Participant DMO Id field.
• IncomeSourceTaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• ParentLineItemId has a FOREIGNKEY relationship with the Tax Filing Line Item DMO Id field.

• Amt
• Category
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• Description
• FormType
• Id
• IncomeSourceTaxAccountId
• InternalOrganizationId
• LastModifiedDateTime
• LineReferenceText
• ParentLineItemId
• Subcategory
• TaxFilingId
• TaxFilingParticipantId

• Field API Name: Amt__c
• Data Type: CURRENCY
• Description: The positive monetary value. Direction of impact is determined by Category.

• Field API Name: Category__c
• Data Type: TEXT
• Description: The line item category. Possible values are: Income, Deduction, Credit, Tax, Adjustment, Exemption, Withholding, Estimated Payment, Penalty, Other.

• 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: 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: Description__c
• Data Type: TEXT
• Description: The line item description. For example, “W-2 wages from Tech Industries”.

• Field API Name: FormType__c
• Data Type: TEXT
• Description: The form this line appears on.

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

• Field API Name: IncomeSourceTaxAccountId__c
• Data Type: TEXT
• Description: The issuer for the filer’s income.

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

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

• Field API Name: LineReferenceText__c
• Data Type: TEXT
• Description: The form-line reference for audit purposes. For example, 1040_Line_1a, Schedule_A_Line_8a, ITR1_ScheduleS_1, SA100_Box_1.

• Field API Name: ParentLineItemId__c
• Data Type: TEXT
• Description: The parent line item in a rollup hierarchy. This field is null for top-level line items. Used to link detailed line items (such as schedule entries or per-taxpayer breakdowns) to their summarized parent lines on the main form.

• Field API Name: Subcategory__c
• Data Type: TEXT
• Description: The second-level classification specific to this filing’s jurisdiction. Possible values are: Employment, Self-Employment, Interest, Dividend, Capital Gain Short, Capital Gain Long, Rental, Standard, Itemized, Child Tax, Earned Income Tax Credit (EITC), etc.

• Field API Name: TaxFilingId__c
• Data Type: TEXT
• Description: The filing that this line item belongs to.

• Field API Name: TaxFilingParticipantId__c
• Data Type: TEXT
• Description: The participant that this line item belongs to.