The base product provides several rules that create key master
data such as person, account and tax role. These are all Posting rules that should be executed
when transitioning the form to posted after it has been fully validated.
This section describes the functionality of these rules at a high
level and highlights any potential dependency between rules. In every
case the business object is provided along with a link to the Apply
Rule algorithm where the detailed description provides more details.
Note that some rules may also be used for registration forms. Refer
to the separate registration form section for details.
- Create Taxpayer (C1-CreateTaxpayerFromForm). This rule checks whether the form already indicates the Person
ID for the primary taxpayer. If not, it creates a person using appropriate
information from the form. If the form includes secondary taxpayer
information and does not have a Person ID for the secondary taxpayer,
it also creates a person for the secondary taxpayer.
Fastpath: Refer to the Apply Rule algorithm (
C1-TXP-CRE) description for more information.
- Create Account (C1-CreateAccount). This rule checks whether the form already indicates the Account
ID. If not, it creates an account using the primary taxpayer as the
main taxpayer for the account. If the form also identifies a secondary
taxpayer, that person is linked as an additional financially responsible
person for the account.
Fastpath: Refer to the Apply Rule
algorithm (
C1-CREACCTFF) description for more information.
- Create Tax Role (C1-CreateTaxRoleFromTaxForm). This rule is provided to create a tax role for the current tax
form being filed using the tax form's account and filing calendar,
the tax form type's tax type. The rule caters for a tax role start
date to be defined on the form. The rule creates a tax role with
limited information and expects to determine the tax type based on
the tax form type. It is not available for creating tax roles from
registration forms.
Fastpath: Refer to the Apply Rule algorithm
(
C1-FR-CTRFTF) description for more information.
- Create Filing Period Obligation (C1-CreateFPObligationFormRule) This rule creates an obligation
for the tax form if one has not already been identified. It assumes
that the Account and Tax Role for the form are already identified
or have been created. It also assumes that the form's Filing Period
has been identified.
Fastpath: Refer to the Apply Rule
algorithm (
C1-CRE-FPOBL
) description for
more information.
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