About Uploading Forms

Many tax forms and registration forms are received in batches from an external source. In addition, many tax authorities have imaging equipment that captures paper returns and can produce files to upload to the system.

Forms that are uploaded to the system are created as Form Upload Staging records with a Form Batch Header record that groups together uploaded records that belong to a given batch of forms.

Each form upload staging record refers to a form upload staging type that defines the source of the information, the destination form type and tools for mapping the data received to the expected format in the resulting tax form or registration form.

Contents