Tax Constituent Activity

Taxpayer activity for a single tax year including filings, documents, payments, refunds, and assessments per requested views. Each view is a section object. Status is Success, PartialSuccess, or Failed. CurrencyCode is the ISO 4217 currency code.

Each selected view is a section object. Null properties and unselected views are omitted. When a section query fails, that section returns an empty data array and errorRepresentation, and the HTTP status stays 200. Status is PartialSuccess in that case, Success when every selected section succeeds, and Failed when every selected section fails.

Property NameTypeDescriptionFilter Group and VersionAvailable Version
assessmentsTax Activity SectionSection object. Authority adjustments to the filing, each with its own line-item adjustments nested underneath (returned when assessments view requested).Big, 68.068.0
currencyCodeStringISO 4217 currency code (e.g. USD) the monetary amounts are denominated in. The organization’s currency (corporate currency for multicurrency orgs).Big, 68.068.0
statusConnectApi.TaxRevenueActivityStatusOverall outcome across the selected views. Success when every selected section succeeds. PartialSuccess when one or more selected sections fail. Failed when every selected section fails. The HTTP status stays 200.Big, 68.068.0
documentsTax Activity SectionSection object. Tax documents on file for the taxpayer for this year - W-2s, 1099s, filed forms, notices, and supporting attachments with their line-level detail (returned when documents view requested).Big, 68.068.0
filingsTax Activity SectionSection object. Filings for the tax year, each with participants and line items (returned when filings view requested). A tax year may have multiple filings (e.g. federal and state, or an original and its amendment).Big, 68.068.0
paymentsTax Activity SectionSection object. Withholdings, estimated payments, and balance-due payments (returned when payments view requested).Big, 68.068.0
refundsTax Activity SectionSection object. Refund disbursements and offsets (returned when refunds view requested).Big, 68.068.0
taxYearStringThe tax year this activity is for.Small, 68.068.0

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