Web Self Service Rules

Many tax authorities provide web self service applications that allow a taxpayer to file forms online. These applications may require form rules that differ from the rules applied when forms are uploaded and processed in the system. The following sections highlight unique functionality for form rules invoked from web self service.

Form Validation

Implementations may choose to offer the ability for the taxpayer to "Check the Form" as it is being filled in. There are some types of validation that a tax authority may not want to execute when a taxpayer requests on demand validation. The product provides the following support for web self service based validation:

Copy Details From Previous Form

Implementations may choose to offer the ability for the taxpayer to pre-populate a new form based on details from a previous filing of the same form type. The type of information that should be copied may differ for different form types. The product provides the following support for this function:

Pre-populate Form Details

Implementations may choose to automatically pre-populate a new form based on known information about the taxpayer. A common example is demographic information such as names and addresses. The type of information that should be retrieved may differ for different form types. The product provides the following support for this function: