Refund Status

In this release, the integration supports the ability for a taxpayer to inquire on the status of a tax refund. This is a special kind of taxpayer service request that defines its own web service. The integration has the following steps:

Note that the implementation of the refund status inquiry creates a service task for the following reasons:

The topics below describe more information about the provided functionality, followed by configuration tasks.

Refund Inquiry Service Task

The web service requesting the refund status is processed by the XAI Inbound Service TSGetRefundStatus, which invokes the service script C1-RSISvcReq. The appropriate service task type to use must be passed in with the other information received from the self service system.

Identifying the Shared Secret Amount

The logic provided in the base product assumes that the shared secret is an amount on the taxpayer's form. Form definition in the system is configurable and each form may be defined with different form lines that capture the amount used for the shared secret. For each form type, the system needs to know which form line is the one used for the shared secret. This information is defined in the self service master configuration.

Fastpath: Refer to Configuration Tasks for Refund Status for information about configuring the system to support these payment destinations.

Determining the Status of the Refund

The lifecycle of creating a tax refund in the system includes the following steps.

An algorithm plugged into the refund status inquiry service task business object as an enter plug-in on the In Progress state is responsible for determining the status of the refund. Refer to the description of the algorithm for more information about the base logic provided.