Form Control Overview

The base product's standard set of form processing batch jobs are configured by default to process all tax and registration forms received. Any form that passes validation is processed through to Posted if all the batch processes are run.

There are some implementations that want to control volumes of tax forms that are posted and prefer to select which tax forms should be posted. In addition, certain implementations may choose to hold off on processing a certain set of tax forms. The product provides an object called Form Control that may be used by implementations that prefer to work this way. The following topics provide more information about form control records.

Note: Form control is only applicable to tax forms.

Creating Form Controls Via Interface

In this approach, analysis is performed using an appropriate reporting or analysis tool. The tax form IDs are selected in that tool and interfaced to the system.

Creating Form Controls For Uploaded Forms

Form controls can also be created automatically for batch-uploaded forms. A special background process can be run after form upload and tax form validation, to create a form control for each processed form batch header and to link the included tax forms to the form control.

Tax Form Link Status

The tax forms that are eligible to be linked to a form control are in a status of Ready for Posting and remain in that state until the form control is approved. There is another status, referred to as the Link Status that identifies the status of a particular tax form to a particular form control. The following points highlight the status values.

Form Control Review

Once the form control and its list of tax forms are validated, the system transitions the record to Approval in Progress and a To Do entry is created to alert the appropriate user(s). At this point, the reviewing user may do one of the following.

Posting the Tax Forms

Once a user approves a form control, a batch process processes the linked tax forms to transition them to posted. The expectation is that this process is part of the nightly batch cycle because it creates financial transactions and other objects based on the tax form posting rules. As such there may be a delay from the time that a form control is approved to the time its related tax forms are posted.