Public Sector Developer Guide
jTax Document
A tax document on file for the taxpayer (W-2, 1099, filed form, notice, or attachment).
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| contentDocumentId | String | Salesforce Files reference for Salesforce-generated and taxpayer-uploaded documents. | Big, 68.0 | 68.0 |
| documentName | String | Display name of the document. | Big, 68.0 | 68.0 |
| documentType | String | Document type (W-2, 1099-INT, 1099-DIV, Form 1040, Schedule A, Notice, etc.). | Big, 68.0 | 68.0 |
| endDate | Date | The end date of the document. | Big, 68.0 | 68.0 |
| grossEarningAmt | Double | Total income earned before taxes and deductions reported on the document. | Big, 68.0 | 68.0 |
| id | String | Unique identifier of the document. | Big, 68.0 | 68.0 |
| isCorrected | Boolean | Whether this document has been corrected or superseded. | Big, 68.0 | 68.0 |
| issueDate | Date | Date the document was issued by its source, YYYY-MM-DD. | Big, 68.0 | 68.0 |
| items | ConnectApi.TaxDocumentItem[] | Line-level detail rows for this document. | Big, 68.0 | 68.0 |
| originalDocumentId | String | The original document this corrected document supersedes. | Big, 68.0 | 68.0 |
| resolvedFilePath | String | External file path for third-party issued documents stored outside Salesforce. | Big, 68.0 | 68.0 |
| startDate | Date | The start date of the document. | Big, 68.0 | 68.0 |
| status | String | Lifecycle state of the document (e.g., Draft, Final). | Big, 68.0 | 68.0 |
| taxWithheldAmt | Double | Total tax withheld and remitted on behalf of the taxpayer. | Big, 68.0 | 68.0 |