The tax account summary contains the most important facts your implementation may wish to bring to taxpayer's attention. The summary is supposed to provide at a glance overview of the account status.
The structure of the summary is a follows:
Title - A short description of the tax account.
Details - Essentials about tax account status, for example a start and end date, the date and the amount of the last payment etc.
Location - An address associated with the account.
Current Balance - The outstanding balance including penalty and interest forecasted as of the current date.
In the self service product the title and the details of the summary are composed using message text with the substitution parameters.
The product is expected to supply the actual data items (dates, numbers, types); this information is used by the self service product as substitution parameters for the summary messages.
The self service product sends an inquiry request containing the tax account identifiers (access type + access keys) and a line of business. The web service is processed by the XAI Inbound Services TSGetTaxAccountSummary, which invokes the service script C1-GetAcctSm.
The service script reads the Master Configuration, determines the service task type holding account information-related configurations and invokes an account summary retriever logic associated with request's access type.
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