The self-service product allows the taxpayer to register as a website user, and enroll to manage taxes online.
A person may work with the self-service portal application in two modes:
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Casual User. There is no need to sign in when casually viewing website content or seeking tax-related advice. Certain online services and features are available for casual users.
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Enrolled User. A user must log in and be properly authenticated and authorized in order to access sensitive personal and financial information such as historical tax returns, payment history, and other items.
XML request contents are affected as follows:
- Requests initiated by a casual user contain no user or tax account information.
- Requests initiated by an enrolled user contain tax account identifiers.
Some online services include an optional taxpayer identification step:
- For casual users, the identification is performed if it's required by business rules.
- For signed-in users, the identification is not performed.
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