public async Task <WorkpaperResponseOfRentalPropertyWorkpaper> CreateAsync(
Guid taxpayerId,
int taxYear,
string taxpayerName = "",
RentalPropertyInformation rentalPropertyInformation = null,
RentalTransactionCollectionOfNumericCellAndDecimal rentalIncome = null,
RentalTransactionCollectionOfNumericCellAndDecimal otherIncome = null,
RentalTransactionOfDecimalAndDecimal grossIncome = null,
RentalTransactionCollectionOfNumericCellAndDecimal advertising = null,
RentalTransactionCollectionOfNumericCellAndDecimal bodyCorporate = null,
RentalTransactionCollectionOfNumericCellAndDecimal borrowingExpenses = null,
RentalTransactionCollectionOfNumericCellAndDecimal cleaning = null,
RentalTransactionCollectionOfNumericCellAndDecimal councilRates = null,
RentalTransactionCollectionOfNumericCellAndDecimal capitalAllowances = null,
RentalTransactionCollectionOfNumericCellAndDecimal capitalWorks = null,
RentalTransactionCollectionOfNumericCellAndDecimal gardening = null,
RentalTransactionCollectionOfNumericCellAndDecimal insurance = null,
RentalTransactionCollectionOfNumericCellAndNumericCell interestOnLoans = null,
RentalTransactionCollectionOfNumericCellAndDecimal landTax = null,
RentalTransactionCollectionOfNumericCellAndDecimal legalFees = null,
RentalTransactionCollectionOfNumericCellAndDecimal pestControl = null,
RentalTransactionCollectionOfNumericCellAndDecimal agentFees = null,
RentalTransactionCollectionOfNumericCellAndDecimal repairsAndMaintenance = null,
RentalTransactionCollectionOfNumericCellAndDecimal stationeryPhonePostage = null,
RentalTransactionCollectionOfNumericCellAndDecimal travelExpenses = null,
RentalTransactionCollectionOfNumericCellAndDecimal waterCharges = null,
RentalTransactionCollectionOfNumericCellAndDecimal sundryExpenses = null,
int weeksRented = 0,
int weeksAvailableForRent = 0,
decimal ownershipPercentageMine = 0m,
decimal ownershipPercentageTotal = 0m)
{
var createRentalPropertyCommand = new CreateRentalPropertyWorkpaperCommand()
{
TaxpayerId = taxpayerId,
TaxYear = taxYear,
};
var createRentalPropertyResponse = await Client.Workpapers_CreateRentalPropertyWorkpaperAsync(createRentalPropertyCommand)
.ConfigureAwait(false);
var getWorkpaperResponse = await GetRentalPropertyWorkpaperAsync(taxpayerId, taxYear, createRentalPropertyResponse);
var workpaper = getWorkpaperResponse.Workpaper;
workpaper.RentalPropertyInformation = rentalPropertyInformation;
workpaper.RentalPropertyIncomeExpenses = new RentalPropertyIncomeExpenses
{
TaxpayerId = taxpayerId,
TaxpayerName = taxpayerName,
WeeksRented = weeksRented,
WeeksAvailableForRent = weeksAvailableForRent,
OwnershipPercentageMine = ownershipPercentageMine,
OwnershipPercentageTotal = ownershipPercentageTotal,
RentalIncome = rentalIncome ?? workpaper.RentalPropertyIncomeExpenses.RentalIncome,
OtherIncome = otherIncome ?? workpaper.RentalPropertyIncomeExpenses.OtherIncome,
GrossIncome = grossIncome ?? workpaper.RentalPropertyIncomeExpenses.GrossIncome,
Advertising = advertising ?? workpaper.RentalPropertyIncomeExpenses.Advertising,
BodyCorporate = bodyCorporate ?? workpaper.RentalPropertyIncomeExpenses.BodyCorporate,
BorrowingExpenses = borrowingExpenses ?? workpaper.RentalPropertyIncomeExpenses.BorrowingExpenses,
Cleaning = cleaning ?? workpaper.RentalPropertyIncomeExpenses.Cleaning,
CouncilRates = councilRates ?? workpaper.RentalPropertyIncomeExpenses.CouncilRates,
CapitalAllowances = capitalAllowances ?? workpaper.RentalPropertyIncomeExpenses.CapitalAllowances,
CapitalWorks = capitalWorks ?? workpaper.RentalPropertyIncomeExpenses.CapitalWorks,
Gardening = gardening ?? workpaper.RentalPropertyIncomeExpenses.Gardening,
Insurance = insurance ?? workpaper.RentalPropertyIncomeExpenses.Insurance,
InterestOnLoans = interestOnLoans ?? workpaper.RentalPropertyIncomeExpenses.InterestOnLoans,
LandTax = landTax ?? workpaper.RentalPropertyIncomeExpenses.LandTax,
LegalFees = legalFees ?? workpaper.RentalPropertyIncomeExpenses.LegalFees,
PestControl = pestControl ?? workpaper.RentalPropertyIncomeExpenses.PestControl,
AgentFees = agentFees ?? workpaper.RentalPropertyIncomeExpenses.AgentFees,
RepairsAndMaintenance = repairsAndMaintenance ?? workpaper.RentalPropertyIncomeExpenses.RepairsAndMaintenance,
StationeryPhonePostage = stationeryPhonePostage ?? workpaper.RentalPropertyIncomeExpenses.StationeryPhonePostage,
TravelExpenses = travelExpenses ?? workpaper.RentalPropertyIncomeExpenses.TravelExpenses,
WaterCharges = waterCharges ?? workpaper.RentalPropertyIncomeExpenses.WaterCharges,
SundryExpenses = sundryExpenses ?? workpaper.RentalPropertyIncomeExpenses.SundryExpenses,
NetRent = workpaper.RentalPropertyIncomeExpenses.NetRent,
OtherDeductions = workpaper.RentalPropertyIncomeExpenses.OtherDeductions,
TotalDeductions = workpaper.RentalPropertyIncomeExpenses.TotalDeductions
};
// Update command for our new workpaper
var upsertCommand = new UpsertRentalPropertyWorkpaperCommand()
{
TaxpayerId = taxpayerId,
TaxYear = taxYear,
DocumentIndexId = getWorkpaperResponse.DocumentIndexId,
CompositeRequest = true,
WorkpaperType = WorkpaperType.RentalPropertyWorkpaper,
Workpaper = getWorkpaperResponse.Workpaper
};
var upsertResponse = await Client.Workpapers_PostRentalPropertyWorkpaperAsync(upsertCommand)
.ConfigureAwait(false);
return(upsertResponse);
}
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);
}
