Marking Rules as Not Applicable for One or More Assessments

There may be P&I rules that only apply to a subset of the assessments for an obligation for one or more time periods. For example:

• The failure to file penalty may apply only to the original assessment and not to amendments

• Different failure to pay penalty rules may exist for the original assessment and for amendments

• For a taxpayer that filed for bankruptcy, P&I Rules should not be applied during specific bankruptcy dates.

To mark P&I rules as only applicable for certain assessments in a given time period, P&I pre-processing algorithms on the obligation type or rule pre-processing algorithms on the P&I rule should find the P&I rule in the calculation periods collection in the P&I - Internal Calculation Info data area and indicate the assessments that are not applicable. Refer to the base product rule pre-processing algorithm Determine Failure to File Applicability C1-PI-RA-DFF for an example of this type of logic.