The base product supports the enrollment for access type Tax Role out-of-box. It is implemented for two lines of business: Individual and Business.
Access keys used for Tax Role are:
PER_ID - taxpayer
TAX_ROLE_ID - tax role
The enrollment logic depends on the requested line of business.
Individual enrollment - the logic searches for accounts where the identified taxpayer is listed as either a primary taxpayer or a financially responsible person. Non-cancelled tax roles linked to these accounts are returned.
Business enrollment - the logic reads the taxpayer instructions on the service task type and determines the relationships between the requestor and the business. It then determines the business person and finds all accounts where this person is either a primary taxpayer or a financially responsible person. The non-cancelled tax roles linked to these accounts are returned.
For example, the Taxpayer Instruction on the service task type lists Corporate Officer person-to-person relationship type means that the taxpayer(person) requesting an access to the business tax account should be linked to this business (person) as a corporate officer.
An algorithm plugged into the enrollment service task business object as an enter plug-in on the In Progress state is responsible for determining the tax accounts. Refer to the description of the algorithm for more information about the base logic provided.
See Configuration Tasks for Enrollment Request for information about configuring the system to support enrollment requests.
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