Financials pillar · v0.16.0

tax-return TaxReturn

One tax-return record.

$id · https://corpospec.com/schemas/v0.16.0/tax-return.schema.json

Fields

Field Type Required Description
balance_outstanding number yes Outstanding balance (due — paid).
currency IsoCurrency yes ISO 4217 currency code.
deductions number yes Allowable deductions.
effective_rate_pct number yes Effective rate (computed; informational).
entity PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
gross_base number yes Pre-deduction gross income / sales / wages base.
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
internal_owner PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
jurisdiction IsoCountry yes ISO 3166-1 alpha-2 country code.
period_end IsoDate yes ISO 8601 date (YYYY-MM-DD).
period_start IsoDate yes Period covered by the return.
retention_until IsoDate yes Retention until 10y (HGB §257 / AO §147).
status TaxReturnStatus yes Filing lifecycle.
statutory_due_date IsoDate yes Statutory filing deadline.
tax_due number yes Tax computed.
tax_kind TaxKind yes Tax kind.
tax_paid number yes Tax already paid (prepayments).
taxable_base number yes Taxable base after deductions.
artefact_ref PathRef? PathRef to the filed return artefact.
assessment_ref PathRef? PathRef to the assessment notice.
filed_on IsoDate?
filing_id string? Filing accession / docket number from the authority.
preparer_ref PathRef? PathRef to preparing tax advisor / firm.

Definitions

Shared types referenced within this schema.

IsoCountry
ISO 3166-1 alpha-2 country code.
pattern: ^[A-Z]{2}$
IsoCurrency
ISO 4217 currency code.
pattern: ^[A-Z]{3}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
TaxKind
Tax kind.
TaxReturnStatus
Filing lifecycle.

Reference in your YAML

# yaml-language-server: $schema=https://corpospec.com/schemas/v0.16.0/tax-return.schema.json