Tax Filing Assessment

A filing-level assessment (authority adjustment) with its line-item adjustments.

Property NameTypeDescriptionFilter Group and VersionAvailable Version
adjustedGrossIncomeAmtDoubleAdjusted gross income amount assessed by the authority.Big, 68.068.0
assessmentDateDateDate the authority issued this assessment, YYYY-MM-DD.Big, 68.068.0
assessmentNameStringName of the tax filing assessment.Big, 68.068.0
filingIdStringIdentifier of the tax filing being assessed.Big, 68.068.0
grossIncomeAmtDoubleGross income amount assessed by the authority.Big, 68.068.0
idStringUnique identifier for this assessment record.Big, 68.068.0
interestAmtDoubleInterest amount assessed by the authority.Big, 68.068.0
lineItemsTax Activity SectionSection object, returned when this sub-view is expanded. Line-item-level assessments belonging to this filing assessment.Big, 68.068.0
overpaymentAmtDoubleOverpayment amount assessed by the authority.Big, 68.068.0
owedAmtDoubleBalance due amount assessed by the authority.Big, 68.068.0
penaltyAmtDoublePenalty amount assessed by the authority.Big, 68.068.0
previousAssessmentIdStringIdentifier of the previous assessment this one overrules, if any.Big, 68.068.0
reasonCodeStringStructured reason code for the assessment (for example, MATH_ERROR, UNREPORTED_INCOME, DISALLOWED_CREDIT).Big, 68.068.0
reasonTextStringHuman-readable assessment reason provided by the authority.Big, 68.068.0
refundAmtDoubleRefund amount assessed by the authority.Big, 68.068.0
statusStringStage of the assessment lifecycle (e.g., Initial, Math_Error, Scrutiny, Appeal, Final).Big, 68.068.0
taxableIncomeAmtDoubleTaxable income amount assessed by the authority.Big, 68.068.0
totalCreditAmtDoubleTotal credits amount assessed by the authority.Big, 68.068.0
totalDeductionAmtDoubleTotal deductions amount assessed by the authority.Big, 68.068.0
totalPaymentWithholdingAmtDoubleTotal payments and withholdings amount assessed by the authority.Big, 68.068.0
totalTaxAfterCreditAmtDoubleNet tax amount after credits assessed by the authority.Big, 68.068.0
totalTaxLiabilityAmtDoubleTax liability amount before credits assessed by the authority.Big, 68.068.0

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