Each tax form defines different information which may be used to identify a taxpayer, account and tax role. The form rule infrastructure allows an implementation to configure the appropriate rules to determine and capture these key IDs on the form. These types of rules are typically executed as part of form validation.
For reasons of efficiency and scalability, it is preferable for some of this key information to be identified before the form is created in the system. The product provides the following support to allow the same rules to be used in both situations:
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