Calculated Tax Status
This is the tax filing status for the associated tax year, as determined by FPS based on other data within the associated ISIR transaction. There is one field for the student’s Calculated Tax Status and one for their parents’, but both fields follow the same criteria.
CPS uses the following criteria to make this assumption:
| Factors | Conclusion |
|---|---|
| Type of Tax Form Filed is non-blank. | The tax filing status is tax filer. |
| Tax Return Completed is filed or will file and Type of Tax Form Filed is blank. | The tax filing status is tax filer. |
| Adjusted Gross Income is positive or negative, Tax Return Completed is blank, and Type of Tax Form Filed is blank. | The tax filing status is tax filer. |
| Tax Return Completed is will not file and Type of Tax Form Filed is blank. | The tax filing status is non-tax filer. |
| Adjusted Gross Income is blank or zero, Tax Return Completed is blank, and Type of Tax Form Filed is blank. | The tax filing status is non-tax filer. |