public async Task AddWorkpaper(TaxlabApiClient client, int taxYear, Guid taxpayerId, ReturnDisclosureTypes returnDisclosureType, string workpaperDescription)
{
Console.WriteLine("== Step: Creating " + workpaperDescription + " workpaper ==========================================================");
var deductionWorkpaper = new OtherDeductionRepository(client);
await deductionWorkpaper.CreateAsync(taxpayerId,
taxYear,
-10000m,
returnDisclosureType,
workpaperDescription
);
}
public async Task <TaxpayerDto> CreateAsync(TaxlabApiClient client)
{
const string firstName = "John";
const string lastName = "Citizen";
const string taxFileNumber = "32989432";
const int taxYear = 2021;
var balanceDate = new LocalDate(2021, 6, 30);
var startDate = balanceDate.PlusYears(-1).PlusDays(-1);
Console.WriteLine("== Step: Creating taxpayer ==========================================================");
var taxpayerService = new TaxpayerRepository(client);
var taxpayerResponse = await taxpayerService.CreateAsync(taxYear,
firstName,
lastName,
taxFileNumber);
var taxpayer = taxpayerResponse.Content;
client.TaxpayerId = taxpayer.Id;
client.Taxyear = taxYear;
Console.WriteLine("== Step: Creating tax return ==========================================================");
var taxReturnRepository = new TaxReturnRepository(client);
var taxReturnResponse = await taxReturnRepository.CreateAsync(taxpayer.Id,
taxYear,
balanceDate,
startDate);
Console.WriteLine("== Step: Creating Uniform workpaper ==========================================================");
var deductionWorkpaper = new OtherDeductionRepository(client);
await deductionWorkpaper.CreateAsync(taxpayer.Id,
taxYear,
-180m,
ReturnDisclosureTypes.AUIndividualWorkRelatedClothingProtective,
"Nice looking uniform"
);
if (taxReturnResponse.Success == false)
{
throw new Exception(taxReturnResponse.Message);
}
var listOfDeductionTypes = new Dictionary <ReturnDisclosureTypes, string>();
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualCostOfManagingTaxAffairsATOInterest, "Interest charged by the ATO");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualCostOfManagingTaxAffairsLitigation, "Litigation costs");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualCostOfManagingTaxAffairsOther, "Other expenses incurred in managing your tax affairs");
listOfDeductionTypes.Add(ReturnDisclosureTypes.DepreciationPool, "Deduction for project pool");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualDividendDeductions, "Dividend deductions");
listOfDeductionTypes.Add(ReturnDisclosureTypes.FarmingIncomeRepaymentsDeposits, "Deductible deposits");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualForestryManagement, "Forestry managed investment");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualGiftsOrDonations, "Gifts or donations");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualInterestDeductions, "Interest deductions");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualLowValuePoolDeductionOther, "Other low value pool deductions");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualLowValuePoolDeductionFinancialInvestment, "Relating to financial Investment");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualLowValuePoolDeductionRentalPool, "Relating to rental property");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUInvestmentIncomeDeduction, "Deduction relating to financial investment");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualElectionExpenses, "Election expenses");
listOfDeductionTypes.Add(ReturnDisclosureTypes.InsurancePremiumDeduction, "Income protection, sickness and accident insurance premiums");
listOfDeductionTypes.Add(ReturnDisclosureTypes.OtherDeductibleExpenses, "Other deductible expenses");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualWorkRelatedClothingUniformCompulsory, "Compulsory uniform");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualWorkRelatedClothingUniformNonCompulsory, "Non-compulsory uniform");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualWorkRelatedClothingOccupationSpecific, "Occupation-specific clothing");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualWorkRelatedClothingProtective, "Protective clothing");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualWorkRelatedTravelExpenses, "Work-related travel expenses");
listOfDeductionTypes.Add(ReturnDisclosureTypes.AUIndividualOtherWorkRelatedExpenses, "Other work-related expenses");
foreach (var item in listOfDeductionTypes)
{
await AddWorkpaper(client, taxYear, taxpayer.Id, item.Key, item.Value);
await Task.Delay(2000);
}
return(taxpayer);
}
public async Task <TaxpayerDto> CreateAsync(TaxlabApiClient client)
{
Console.WriteLine("== Step: Getting Country Lookups ==========================================================");
var lookups = new LookupsRepository(client);
var lookupsArray = await lookups.GetAllLookups();
ICollection <BaseLookupMapperItem> countryLookup = new List <BaseLookupMapperItem>();
var countryListFetched = lookupsArray.Lookups.TryGetValue("Common/RegionLookups/CountryCodes", out countryLookup);
if (countryListFetched)
{
Console.WriteLine($"== Country Lookup count: {countryLookup.Count} fetched==========================================================");
}
else
{
Console.WriteLine($"== Check Lookup call ==========================================================");
}
const int taxYear = 2021;
var balanceDate = new LocalDate(2021, 6, 30);
var startDate = balanceDate.PlusYears(-1).PlusDays(-1);
const string firstName = "Johnny";
const string lastName = "Citizen";
const string taxFileNumber = "32989432";
var taxpayerResponse = await CreateTaxpayer(client, firstName, lastName, taxFileNumber);
var taxpayer = taxpayerResponse.Content;
Console.WriteLine("== Step: Creating employment income workpaper ==========================================================");
var employmentIncomeWorkpaperFactory = new EmploymentIncomeRepository(client);
await employmentIncomeWorkpaperFactory.CreateAsync(taxpayer.Id,
taxYear,
employerName : "ABC Company Limited",
governmentIdentifier : "",
salaryAndWagesIncome : 343434m,
salaryAndWagesTaxWithheld : -213400m,
allowanceIncome : 310m
);
Console.WriteLine("== Step: Creating dividend income workpaper ==========================================================");
var dividendWorkpaperFactory = new DividendIncomeRepository(client);
await dividendWorkpaperFactory.CreateAsync(taxpayer.Id,
taxYear,
"ABC Company Limited",
"123456789",
1,
1000m,
200m,
300m,
-10m);
Console.WriteLine("== Step: Creating interest income workpaper ==========================================================");
var interestWorkpaperFactory = new InterestIncomeRepository(client);
await interestWorkpaperFactory.CreateAsync(taxpayer.Id,
taxYear,
"Our financial institution name",
"123456789",
1,
1000m,
-200m);
Console.WriteLine("== Step: Creating supercontribution workpaper ==========================================================");
var personalSuperannuationContributionFactory = new PersonalSuperannuationContributionRepository(client);
await personalSuperannuationContributionFactory.CreateAsync(taxpayer.Id,
taxYear,
"XYZ Company Limited",
"123456789",
"9867565423",
"5235423423423",
balanceDate,
10000m,
true
);
Console.WriteLine("== Step: Creating Government Allowance workpaper ==========================================================");
var governmentAllowanceFactory = new GovernmentAllowanceRepository(client);
await governmentAllowanceFactory.CreateAsync(taxpayer.Id,
taxYear,
"Allowance",
"testDescription",
1000m,
1000m
);
Console.WriteLine("== Step: Creating Government Pension workpaper ==========================================================");
var governmentPensionFactory = new GovernmentPensionRepository(client);
await governmentPensionFactory.CreateAsync(taxpayer.Id,
taxYear,
"testDescription",
1000m,
1000m
);
Console.WriteLine("== Step: Creating donation deduction workpaper ==========================================================");
var chartiableDonation = new OtherDeductionRepository(client);
await chartiableDonation.CreateAsync(taxpayer.Id,
taxYear,
-10000m,
ReturnDisclosureTypes.AUIndividualGiftsOrDonations
);
Console.WriteLine("== Step: Creating other deduction workpaper ==========================================================");
var expense = new OtherDeductionRepository(client);
await expense.CreateAsync(taxpayer.Id,
taxYear,
-10000m,
ReturnDisclosureTypes.AUDividend
);
Console.WriteLine("== Step: Creating declarations workpaper ==========================================================");
var declarationsWorkpaperFactory = new DeclarationsRepository(client);
await declarationsWorkpaperFactory.CreateAsync(taxpayer.Id,
taxYear,
taxAgentNumber : "",
taxAgentAbn : "",
taxAgentDeclarationStatementAccepted : true,
taxAgentContactFirstName : "Jason",
taxAgentContactLastName : "Campbell",
taxAgentContactPhoneAreaCode : "03",
taxAgentContactPhoneNumber : "88435751",
taxAgentClientReference : "CR010011JC",
taxPayerDeclarationStatementAccepted : true,
taxAgentSignatureFirstName : "John",
taxAgentSignatureLastName : "Citizen"
);
Console.WriteLine("== Step: Creating rental property workpaper ==========================================================");
var rentalPropertyWorkpaperFactory = new RentalPropertyRepository(client);
var rentalPropertyInformation = new RentalPropertyInformation
{
Description = "Rental property 1",
OfficialName = null,
AddressLine1 = "3 Savannah Ct",
AddressLine2 = null,
AddressSuburb = "Hillside",
AddressState = "VIC",
AddressPostcode = "3037",
DateFirstEarnedIncome = "2017-03-15",
PurchaseDate = "2017-01-10",
PurchasePrice = new NumericCell
{
Value = 4900000,
Formula = "4900000"
},
SaleDate = null,
SalePrice = new NumericCell(),
CapitalGainOrLossOnSale = new NumericCell(),
CapitalAllowancesRecoupedOnSale = new NumericCell(),
CapitalWorksRecoupedOnSale = new NumericCell(),
Status = RentalPropertyStatus.Active,
LoanRenegotiatedIndicator = false
};
var rentalIncome = new RentalTransactionCollectionOfNumericCellAndDecimal
{
Description = "Rental Income",
Total = 216000,
Mine = 151200,
RentalTransactions = new List <RentalTransactionOfNumericCellAndDecimal>
{
new RentalTransactionOfNumericCellAndDecimal {
Description = "example rent",
Total = new NumericCell
{
Value = 216000,
Formula = "216000"
},
Mine = 151200
}
}
};
var otherIncome = new RentalTransactionCollectionOfNumericCellAndDecimal
{
Description = "Other Income",
Total = 700,
Mine = 490,
RentalTransactions = new List <RentalTransactionOfNumericCellAndDecimal>
{
new RentalTransactionOfNumericCellAndDecimal {
Description = "example other income",
Total = new NumericCell
{
Value = 700,
Formula = "700"
},
Mine = 490
}
}
};
var insurance = new RentalTransactionCollectionOfNumericCellAndDecimal
{
Description = "Insurance",
//Total = 216000,
//Mine = 151200,
RentalTransactions = new List <RentalTransactionOfNumericCellAndDecimal>
{
new RentalTransactionOfNumericCellAndDecimal {
Description = "Insurance",
Total = new NumericCell
{
//Value = 216000,
Formula = "700"
},
//Mine = 151200
}
}
};
var grossIncome = new RentalTransactionOfDecimalAndDecimal
{
Description = "Gross Income",
Total = 216700,
Mine = 151690
};
var interestOnLoans = new RentalTransactionCollectionOfNumericCellAndNumericCell
{
Description = "Interest On Loans",
Total = -78479,
Mine = -2480,
RentalTransactions = new List <RentalTransactionOfNumericCellAndNumericCell>
{
new RentalTransactionOfNumericCellAndNumericCell {
Description = "example loan 1",
Total = new NumericCell
{
Value = -48024,
Formula = "-48024"
},
Mine = new NumericCell
{
Value = 0,
Formula = "0"
},
},
new RentalTransactionOfNumericCellAndNumericCell {
Description = "example loan 2",
Total = new NumericCell
{
Value = -30455,
Formula = "-30455"
},
Mine = new NumericCell
{
Value = -2480,
Formula = "-2480"
},
}
}
};
await rentalPropertyWorkpaperFactory.CreateAsync(taxpayer.Id,
taxYear,
$"{firstName} {lastName}",
rentalPropertyInformation,
rentalIncome,
otherIncome,
grossIncome,
null,
null,
null,
null,
null,
null,
null,
null,
insurance,
interestOnLoans,
null,
null,
null,
null,
null,
null,
null,
null,
null,
0,
0,
0.7m,
1m
).ConfigureAwait(false);
Console.WriteLine("== Step: Get rental summary property workpaper ==========================================================");
var rentalSummaryWorkpaper = await new RentalPropertiesSummaryRepository(client).GetRentalSummaryWorkpaperAsync(taxpayer.Id, taxYear).ConfigureAwait(false);
return(taxpayer);
}
