Retrieve a taxpayer’s profile and tax-year activity from Flow with new invocable actions for Tax and Revenue Management.
- Retrieve a logged-in taxpayer’s display name and the tax years that have filings
- Use the new getTaxpayerProfile action.
- Retrieve a logged-in taxpayer’s filings, documents, payments, refunds, and assessments for one tax year
- Use the new getTaxpayerActivity action.