Tax Refund DMO

A refund disbursement transaction returning overpaid tax to a taxpayer - one row per money-movement event, capturing the net and offset amounts, disbursement instrument and date, settled outcome, and append-only reissue chain. Anchored to the taxpayer’s tax account and tax period.

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

• TaxpayerTaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• TaxFilingId has a FOREIGNKEY relationship with the Tax Filing DMO Id field.
• TaxTypePeriodId has a FOREIGNKEY relationship with the Tax Type Period DMO Id field.
• PaymentInstrumentId has a FOREIGNKEY relationship with the Payment Instrument DMO Id field.
• OriginalRefundId has a FOREIGNKEY relationship with the Tax Refund DMO Id field.

• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DisbursementDate
• FailureReasonText
• Id
• InternalOrganizationId
• LastModifiedDateTime
• NetAmt
• OriginalRefundId
• PaymentIdentifier
• PaymentInstrumentId
• ReasonCode
• ReasonText
• Status
• TaxFilingId
• TaxpayerTaxAccountId
• TaxRefundName
• TaxTypePeriodId

• 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: DisbursementDate__c
• Data Type: DATEONLY
• Description: The date the authority issued or disbursed the refund.

• Field API Name: FailureReasonText__c
• Data Type: TEXT
• Description: The free-text explanation of why the refund failed. Populated when Status is Returned, Cancelled, or Stale Dated.

• Field API Name: Id__c
• Data Type: TEXT
• Description: The unique identifier for this refund transaction.

• 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: NetAmt__c
• Data Type: CURRENCY
• Description: The net amount disbursed to the taxpayer. In an offset case, this is the net amount the taxpayer received, not the gross approved refund.

• Field API Name: OriginalRefundId__c
• Data Type: TEXT
• Description: The original refund that this reissue supersedes. Populated when this refund replaces a previously returned or expired refund.

• Field API Name: PaymentIdentifier__c
• Data Type: TEXT
• Description: The refund trace or issuance reference from the authority or disbursing agent.

• Field API Name: PaymentInstrumentId__c
• Data Type: TEXT
• Description: The payment instrument the refund was disbursed to (for example, bank account for direct deposit or check for paper check). This field is null if no instrument applies, such as a fully offset refund where nothing reached the taxpayer.

• Field API Name: ReasonCode__c
• Data Type: TEXT
• Description: The reason for the refund. Possible values are: Overpayment, Amended Return, Offset, Adjustment, Interest, Other.

• Field API Name: ReasonText__c
• Data Type: TEXT
• Description: The free-text explanation for the refund.

• Field API Name: Status__c
• Data Type: TEXT
• Description: The outcome status of this refund. Possible values are: Disbursed, Returned, Stale Dated, Cancelled.

• Field API Name: TaxFilingId__c
• Data Type: TEXT
• Description: The filing this refund results from. This field is null if the refund is not yet matched to a specific filing.

• Field API Name: TaxpayerTaxAccountId__c
• Data Type: TEXT
• Description: The taxpayer’s tax account that received the refund.

• Field API Name: TaxRefundName__c
• Data Type: TEXT
• Description: The display name shown in lists, lookups, and search. The format is [RefundReason] - [Amount] [Currency] - [TaxYear].

• Field API Name: TaxTypePeriodId__c
• Data Type: TEXT
• Description: The tax period or year the refund applies to.