Forms are created in the system through a number of different ways. These methods of entering forms in the system are often referred to as 'channels'.
Most forms are uploaded in batch. This is a two-step process:
Your implementation populates the form upload tables. That is referred to as 'Process X'.
The base product processes the upload data and creates the corresponding tax forms and / or registration forms.
See Designing Form Sources and Setting Up Form Sources for details on how to configure your form sources.
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