Some tax types require taxpayers to make estimated payments based on specific conditions -e.g. estimated revenue, estimated tax liability, etc.
When the payment is processed, the obligation may or may not exist yet.
If the obligation exists, the payment is applied to that obligation
If an obligation does not exist but the taxpayer has an existing account, the payment is applied to an excess credit obligation under that account.
If the taxpayer does not have any accounts, the payment is applied to a company suspense account.
In the cases where the payment got applied to an excess credit obligation or company suspense, the payment needs to be transferred when the tax form is processed and the obligation is determined. To do this, a form rule needs to be configured to do this transfer at the point where the form's obligation is identified.
Refer to Defining Form Rules for details on how to configure rules.
It's important for the payment to capture details that will facilitate the transfer of the payment to the correct obligation when the tax form gets processed. The payment should capture details like the taxpayer's identifier and the tax type / filing period being paid.
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