Tax Filing Assessment Line Item DMO

An authority-issued assessment of a tax filing line item. Includes the per-line reassessed amount and adjustment reason within an assessment cycle, including lines the authority adds that weren’t on the original return.

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

• TaxFilingAssessmentId has a FOREIGNKEY relationship with the Tax Filing Assessment DMO Id field.
• TaxFilingLineItemId has a FOREIGNKEY relationship with the Tax Filing Line Item DMO Id field.
• TaxFilingParticipantId has a FOREIGNKEY relationship with the Tax Filing Participant DMO Id field.
• TaxAccountId has a FOREIGNKEY relationship with the Tax Account DMO Id field.
• ParentLineItemId has a FOREIGNKEY relationship with the Tax Filing Assessment Line Item DMO Id field.

• AdjustmentCode
• AdjustmentReasonText
• Amt
• Category
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• Description
• FormType
• Id
• InternalOrganizationId
• LastModifiedDateTime
• LineReferenceText
• ParentLineItemId
• Subcategory
• TaxAccountId
• TaxFilingAssessmentId
• TaxFilingLineItemId
• TaxFilingParticipantId

• Field API Name: std__AdjustmentCode__c
• Data Type: TEXT
• Description: The structured adjustment reason code. Possible values are: CTC_AGE_INELIGIBLE, EITC_DOC_NOT_RECEIVED, DEPENDENT_NOT_QUALIFYING, MATH_ERROR, UNREPORTED_INCOME, DEDUCTION_DISALLOWED, CREDIT_RECONCILIATION, WITHHOLDING_DISCREPANCY, FILING_STATUS_CHANGE, PENALTY_ASSESSMENT, OTHER.

• Field API Name: std__AdjustmentReasonText__c
• Data Type: TEXT
• Description: The free text reason for this line-level change.

• Field API Name: std__Amt__c
• Data Type: CURRENCY
• Description: The amount for this line item assessed by the authority.

• Field API Name: std__Category__c
• Data Type: TEXT
• Description: The line item category. Possible values are: Income, Deduction, Credit, Tax, Adjustment, Exemption, Withholding, Estimated Payment, Penalty, Other.

• 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__Description__c
• Data Type: TEXT
• Description: The line item description. For example, “W-2 wages from Tech Industries”, “Mortgage interest on primary residence”.

• Field API Name: std__FormType__c
• Data Type: TEXT
• Description: The form or schedule this line appears on (for example, Form 1040, Schedule A, Schedule C, Form 1099-INT, ITR-1 Schedule S, SA100).

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

• 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__LineReferenceText__c
• Data Type: TEXT
• Description: The form-line reference for audit purposes (for example, 1040_Line_1a, Schedule_A_Line_8a, ITR1_ScheduleS_1, SA100_Box_1).

• Field API Name: std__ParentLineItemId__c
• Data Type: TEXT
• Description: The parent line item in a rollup hierarchy. This field is null for top-level line items. Used to link detailed line items (such as schedule entries or per-taxpayer breakdowns) to their summarized parent lines on the main form.

• Field API Name: std__Subcategory__c
• Data Type: TEXT
• Description: The second-level classification specific to the filing’s jurisdiction (for example, Employment, Interest, Dividend, Standard, Itemized Mortgage Interest, Section 80C, Child Tax, Earned Income Tax Credit).

• Field API Name: std__TaxAccountId__c
• Data Type: TEXT
• Description: The issuer of income for this line item (for example, employer for W-2 wages or bank for interest). This field is null for taxpayer self-reported lines.

• Field API Name: std__TaxFilingAssessmentId__c
• Data Type: TEXT
• Description: The tax filing assessment that this line item belongs to.

• Field API Name: std__TaxFilingLineItemId__c
• Data Type: TEXT
• Description: The original line item being reassessed. This field is null if the authority adds a new line not on the original return (for example, CP2000 unreported income).

• Field API Name: std__TaxFilingParticipantId__c
• Data Type: TEXT
• Description: The participant that this line item belongs to for joint filing disambiguation.