Tax Filing Assessment DMO

An authority-issued assessment of a tax filing at a specific point in the assessment lifecycle. Includes the official determination of income, tax, penalties, interest, and refund or balance due. Supersedes prior assessments where applicable.

Object API Name: std__TaxFilingAssessmentDmo__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.
• PreviousAssessmentId has a FOREIGNKEY relationship with the Tax Filing Assessment DMO Id field.

• AdjustedGrossIncomeAmt
• AssessmentDate
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• GrossIncomeAmt
• Id
• InterestAmt
• InternalOrganizationId
• LastModifiedDateTime
• OverpaymentAmt
• OwedAmt
• PenaltyAmt
• PreviousAssessmentId
• ReasonCode
• ReasonText
• RefundAmt
• Status
• TaxableIncomeAmt
• TaxFilingAssessmentName
• TaxFilingId
• TotalCreditAmt
• TotalDeductionAmt
• TotalPaymentWithholdingAmt
• TotalTaxAfterCreditAmt
• TotalTaxLiabilityAmt

• Field API Name: std__AdjustedGrossIncomeAmt__c
• Data Type: CURRENCY
• Description: The adjusted gross income amount assessed by the authority.

• Field API Name: std__AssessmentDate__c
• Data Type: DATEONLY
• Description: The date that the authority issued this assessment.

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__CreatedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was created.

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

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

• Field API Name: std__GrossIncomeAmt__c
• Data Type: CURRENCY
• Description: The gross income amount assessed by the authority.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: The unique identifier for this assessment record.

• Field API Name: std__InterestAmt__c
• Data Type: CURRENCY
• Description: The interest amount assessed by the authority.

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

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

• Field API Name: std__OverpaymentAmt__c
• Data Type: CURRENCY
• Description: The overpayment amount assessed by the authority.

• Field API Name: std__OwedAmt__c
• Data Type: CURRENCY
• Description: The balance due amount assessed by the authority.

• Field API Name: std__PenaltyAmt__c
• Data Type: CURRENCY
• Description: The penalty amount assessed by the authority.

• Field API Name: std__PreviousAssessmentId__c
• Data Type: TEXT
• Description: The previous assessment that this assessment overrules.

• Field API Name: std__ReasonCode__c
• Data Type: TEXT
• Description: The structured reason code. Possible values are: MATH_ERROR, UNREPORTED_INCOME, DISALLOWED_CREDIT.

• Field API Name: std__ReasonText__c
• Data Type: TEXT
• Description: The assessment reason provided by the authority.

• Field API Name: std__RefundAmt__c
• Data Type: CURRENCY
• Description: The refund amount assessed by the authority.

• Field API Name: std__Status__c
• Data Type: TEXT
• Description: The stage of the assessment lifecycle. Possible values are: Initial, Math_Error, Scrutiny, Appeal, Final.

• Field API Name: std__TaxableIncomeAmt__c
• Data Type: CURRENCY
• Description: The taxable income assessed by the authority.

• Field API Name: std__TaxFilingAssessmentName__c
• Data Type: TEXT
• Description: The name of the tax filing assessment.

• Field API Name: std__TaxFilingId__c
• Data Type: TEXT
• Description: The tax filing being assessed.

• Field API Name: std__TotalCreditAmt__c
• Data Type: CURRENCY
• Description: The amount of total credits assessed by the authority.

• Field API Name: std__TotalDeductionAmt__c
• Data Type: CURRENCY
• Description: The total deductions amount assessed by the authority.

• Field API Name: std__TotalPaymentWithholdingAmt__c
• Data Type: CURRENCY
• Description: The total payments and withholdings amount assessed by the authority.

• Field API Name: std__TotalTaxAfterCreditAmt__c
• Data Type: CURRENCY
• Description: The net tax amount after credits assessed by the authority.

• Field API Name: std__TotalTaxLiabilityAmt__c
• Data Type: CURRENCY
• Description: The tax liability amount before credits assessed by the authority.