The base product provides a number of rules that attempt to pre-populate a new form with data that already exists in the system for the taxpayer.
These rules are designed to support forms created by online interaction with external applications such as web self service. They are invoked as a stand alone action and return updated form data. They are expected to be plugged in on specific rule events that match those actions.
This section describes the functionality of these rules at a high level. In every case the business object is provided along with a link to the Apply Rule algorithm where the detailed description provides more information.
Copy Previous Tax Form (C1-CopyPreviousTaxForm). This rule attempts to find a previously posted tax form linked to a given taxpayer ID and copies specific lines from that form to the current form. The rule searches for forms for which the taxpayer was either the primary or secondary filer. If more than one form is found, the most recently posted form is used. This rule should be configured for the copy previous form rule event.
Copy Previous Registration Form (C1-CopyPreviousRegForm). This rule attempts to find a previously posted registration form linked to a given taxpayer ID and copies specific lines from that form to the current form. If more than one form is found, the most recently posted form is used. This rule should be configured for the copy previous form rule event.
Pre-populate Demographic Data (C1-PrepopulateDemographicInfo). This rule retrieves name and address details for a taxpayer and transfers them to the current form being processed. It should be configured for the pre-populate form rule event.
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