Current Context Zone

The Current Context Zone contains basic information about the taxpayer on which you are working.

A maximum of three rows may appear:

• The first row contains a person context menu and the person's name. You can click on the person's name to transfer to the Person - Main page. Note, the person's name is formatted by a plug-in algorithm on the installation record. Refer to the base package's name format algorithm for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately.

• The second row contains an account context menu and the account's:

• ID and check digit

• The primary name of the main taxpayer

• Taxpayer class

• The last row contains a location context menu and the location's address and location type. Note, the address information is formatted by a plug-in algorithm on the installation record. Refer to the base package's location format algorithm for an example. If you prefer a different format, your system administrator should configure the system appropriately.