Payment Is Processed Separately From The Tax Form

This is applicable for implementations that have separate processes for payments and forms.

In this case, the payment is applied depending on which of the payment and the tax from gets processed first:

In the cases where the payment got applied to an excess credit obligation or company suspense, the payment needs to be transferred when the tax form is processed and the obligation is determined. To do this, a form rule needs to be configured to do this transfer at the point where the form's obligation is identified.

Fastpath:

Refer to Defining Form Rules for details on how to configure rules.

It's important for the payment to capture details that will facilitate the transfer of the payment to the correct obligation when the tax form gets processed. The payment should capture details like the taxpayer's identifier and the tax type / filing period being paid.