Determining the Tax Accounts Owned by User

The base product supports the enrollment for access type Tax Role out-of-box. It is implemented for two lines of business: Individual and Business.

Access keys used for Tax Role are:

PER_​ID - taxpayer

TAX_​ROLE_​ID - tax role

Note: See Message Processing Overview chapter for more information about access type and line of business.

The enrollment logic depends on the requested line of business.

For example, the Taxpayer Instruction on the service task type lists Corporate Officer person-to-person relationship type means that the taxpayer(person) requesting an access to the business tax account should be linked to this business (person) as a corporate officer.

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

See Configuration Tasks for Enrollment Request for information about configuring the system to support enrollment requests.