After a batch of forms has been uploaded to the system, several steps are needed to successfully upload the batch of forms. The following steps highlight the process. Note that many of these steps are performed by background processes.
The form batch header is validated. If there are any problems, it gets suspended and a user must fix the problems before continuing. Refer to Correcting Suspended Form Batch Headers for more information.
If the form batch header is valid, the form upload staging records are validated. If there are any problems, the record is suspended and a user must fix the problems before continuing. Refer to Correcting Suspended Form Upload Staging Records for more information.
An error may be received in the process of attempting to map the data. This is typically a result of a problem with the submission and not something a user is able to fix. In this case, the record is rejected. If any form upload staging records are rejected, a user is alerted and may choose to cancel the batch. Refer to Reviewing Batches Where Records Were Rejected for more information.
The algorithm may perform some basic form validation, for example to detect missing data such as a receive date. In this case the record is suspended and a user must fix the problems before continuing. Refer to Correcting Suspended Form Upload Staging Records for more information.
Once a form upload staging record passes the validation and mapping steps, it transitions to the Ready to Load state. If all upload staging records are ready to load, the next step is to create the resulting tax form or registration form.
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