Online Form Processing

In this release, the integration supports on-line form filing. The following diagram illustrates an expected process flow:

The integration has multiple steps.

Initial processing works as follows:

The interpretation of the identification outcome includes a provision for the first-time filers. The option is configured in the self service product. If first-time filers are allowed, the identification request may return neither taxpayer ID(s) nor an identification error.

Next the online form is rendered and the taxpayer begins to fill in the information. User may press action buttons to request the data to be copied from the previous return and validate the incomplete form multiple times. Every action is triggering a web service call and the base product is processing the incoming web service request. See Form Actions for more details.

Lastly, the user is pressing Ready To File button and the form data is validated one last time. If this action produced no errors, the user is offered an option to review and print the form and then submit it. The integration generates the DLN and also a confirmation ID.

As a result of a successful online form submission the form is created and linked to the form submission service task. The DLN is captured on the service task via characteristic.

The topics below describe more information about the provided functionality, followed by configuration tasks.