Tax Filing Participant DMO

A participant on a specific tax filing in a defined role, such as filer, spouse, dependent, partner, beneficiary, tax preparer, or authorized representative. Includes dependent-eligibility attributes where applicable.

Object API Name: std__TaxFilingParticipantDmo__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.
• IndividualId has a FOREIGNKEY relationship with the Individual DMO Id field.
• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• PartyIdentificationId has a FOREIGNKEY relationship with the Party Identification DMO Id field.

• AccountId
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DependentType
• Id
• IndividualId
• InternalOrganizationId
• IsDependent
• IsDisabled
• IsJointFiler
• IsStudent
• IsTaxPreparer
• LastModifiedDateTime
• PartyIdentificationId
• RelationshipName
• TaxFilingId

• Field API Name: std__AccountId__c
• Data Type: TEXT
• Description: The ID of the account participant. Possible values are business filer, preparer firm, etc.

• 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__DependentType__c
• Data Type: TEXT
• Description: The dependent classification for the filing’s jurisdiction. For US filings: Qualifying Child or Qualifying Relative. For India filings: Dependent Disabled (80DD), Dependent Medical (80DDB), or HUF Member. For Canada filings: Eligible Dependent or Infirm Dependent.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: The unique identifier for this tax filing participant.

• Field API Name: std__IndividualId__c
• Data Type: TEXT
• Description: The ID of the individual participant. Possible values are: filer, spouse, dependent, preparer.

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

• Field API Name: std__IsDependent__c
• Data Type: BOOLEAN
• Description: Whether the participant is a dependent (true) or isn’t a dependent (false).

• Field API Name: std__IsDisabled__c
• Data Type: BOOLEAN
• Description: Whether the dependent has a qualifying disability (true) or not (false).

• Field API Name: std__IsJointFiler__c
• Data Type: BOOLEAN
• Description: Whether the participant is a joint filer (true) or isn’t (false).

• Field API Name: std__IsStudent__c
• Data Type: BOOLEAN
• Description: Whether the dependent was a full-time student during the tax year (true) or wasn’t (false).

• Field API Name: std__IsTaxPreparer__c
• Data Type: BOOLEAN
• Description: Whether the participant is a tax preparer (true) or isn’t (false).

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

• Field API Name: std__PartyIdentificationId__c
• Data Type: TEXT
• Description: The Taxpayer Identification Number (TIN) record linked to this tax participant. Supported TIN types are Social Security Number (SSN), Employer Identification Number (EIN), Permanent Account Number (PAN), and National Insurance Number (NINO).

• Field API Name: std__RelationshipName__c
• Data Type: TEXT
• Description: The participant’s role on the filing. Possible Filer values are: Primary, Spouse, Primary Business, Partner, Beneficiary, Grantor, HUF Member. Possible Dependent values are: Son, Daughter, Stepchild, Foster Child, Adopted Child, Sibling, Half Sibling, Step Sibling, Grandchild, Niece, Nephew, Parent, Grandparent, Aunt, Uncle, Cousin, In-Law, Other. Possible Preparer values are: Tax Preparer, Authorized Representative.

• Field API Name: std__TaxFilingId__c
• Data Type: TEXT
• Description: The specific filing that this participant appears on.