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);
Console.WriteLine("== Step: Creating taxpayer ==========================================================");
var taxpayerResponse = await CreateTaxpayer(client, "Johnny", "NzCitizen", "565852125");
var taxpayer = taxpayerResponse.Content;
var spouseTaxpayerResponse = await CreateTaxpayer(client, "Mary", "NzCitizen", "329823432");
var spouseTaxpayer = spouseTaxpayerResponse.Content;
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 : "Johnny",
taxAgentSignatureLastName : "NzCitizen"
);
Console.WriteLine("== Step: Populating spouse workpaper ==========================================================");
var spouse = new SpouseRepository(client);
await spouse.CreateAsync(taxpayer.Id,
taxYear,
LinkedSpouseTaxpayerId : spouseTaxpayer.Id,
IsMarriedFullYear : false,
MarriedFrom : startDate,
MarriedTo : startDate.PlusDays(100),
HasDiedThisYear : false
);
return(taxpayer);
}
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);
if (taxReturnResponse.Success == false)
{
throw new Exception(taxReturnResponse.Message);
}
Console.WriteLine("== Step: Populating taxpayer details workpaper ==========================================================");
var details = new TaxpayerDetailsRepository(client);
await details.CreateAsync(taxpayer.Id,
taxYear,
dateOfBirth : new LocalDate(1975, 4, 12),
dateOfDeath : new LocalDate(2020, 12, 31),
finalReturn : true,
mobilePhoneNumber : "0402698741",
daytimeAreaPhoneCode : "613",
daytimePhoneNumber : "54835123",
emailAddress : "*****@*****.**",
bsbNumber : "553026",
bankAccountName : "Bank of Melbourne",
bankAccountNumber : "15987456"
);
Console.WriteLine("== Step: Creating employment income workpaper ==========================================================");
var employmentIncomeWorkpaperFactory = new EmploymentIncomeRepository(client);
await employmentIncomeWorkpaperFactory.CreateAsync(taxpayer.Id,
taxYear,
employerName : "Cloud IT Specialists",
governmentIdentifier : "",
salaryAndWagesIncome : 36690m,
salaryAndWagesTaxWithheld : -21300m,
allowanceIncome : 310m
);
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"
);
return(taxpayer);
}
public async Task <TaxpayerDto> CreateAsync(TaxlabApiClient client, string firstName, string lastName, string taxFileNumber, int taxYear)
{
var balanceDate = new LocalDate(taxYear, 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);
if (taxReturnResponse.Success == false)
{
throw new Exception(taxReturnResponse.Message);
}
Console.WriteLine("== Step: Creating Capital Gains workpaper ==========================================================");
var rentalPropertySale = new CapitalGainOrLossTransactionRepository(client);
await rentalPropertySale.CreateAsync(taxpayerId : taxpayer.Id,
taxYear : taxYear,
description : "Real estate in AU",
category : "5",
purchaseDate : new LocalDate(2019, 5, 1),
purchaseAmount : 10000m,
purchaseAdjustment : 0m,
disposalDate : new LocalDate(2021, 5, 31),
disposalAmount : 130000m,
discountAmount : 0m,
currentYearLossApplied : -1000,
priorLossApplied : -27915.64m,
capitalLossesTransferredInApplied : -10000,
isEligibleForDiscount : true,
isEligibleForActiveAssetReduction : true,
isEligibleForRetirementExemption : true,
retirementExemptionAmount : -5000,
isEligibleForRolloverConcession : true,
rolloverConcessionAmount : -3000
);
Console.WriteLine("== Step: Creating another Capital Gains workpaper ==========================================================");
var shareSale = new CapitalGainOrLossTransactionRepository(client);
await shareSale.CreateAsync(taxpayerId : taxpayer.Id,
taxYear : taxYear,
description : "Shares on ASX",
category : "1",
purchaseDate : new LocalDate(2019, 5, 1),
purchaseAmount : 2000m,
disposalDate : new LocalDate(2021, 5, 31),
disposalAmount : 85896.52m,
priorLossApplied : -1000m,
isEligibleForDiscount : true
);
Console.WriteLine("== Step: Populating taxpayer details workpaper ==========================================================");
var details = new TaxpayerDetailsRepository(client);
await details.CreateAsync(taxpayer.Id,
taxYear,
dateOfBirth : new LocalDate(1975, 4, 12),
dateOfDeath : new LocalDate(2020, 12, 31),
finalReturn : true,
mobilePhoneNumber : "0402698741",
daytimeAreaPhoneCode : "613",
daytimePhoneNumber : "54835123",
emailAddress : "*****@*****.**",
bsbNumber : "553026",
bankAccountName : "Bank of Melbourne",
bankAccountNumber : "15987456"
);
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"
);
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);
}
public async Task <TaxpayerDto> CreateAsync(TaxlabApiClient client, string firstName, string lastName, string taxFileNumber, int taxYear)
{
var balanceDate = new LocalDate(taxYear, 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);
if (taxReturnResponse.Success == false)
{
throw new Exception(taxReturnResponse.Message);
}
Console.WriteLine("== Step: Creating Distributions workpaper ==========================================================");
var distribution1 = new DistributionsRepository(client);
await distribution1.CreateAsync(taxpayerId : taxpayer.Id,
taxYear : taxYear,
taxpayerName : "Distribution From Trust ABC",
typeOfTrustCode : "C",
shareOfIncomeNonPrimaryProduction : 10000m,
frankingCredit : -1000m
);
Console.WriteLine("== Step: Creating Distributions workpaper ==========================================================");
var distribution2 = new DistributionsRepository(client);
await distribution2.CreateAsync(taxpayerId : taxpayer.Id,
taxYear : taxYear,
taxpayerName : "Distribution From Trust XYZ",
typeOfTrustCode : "C",
shareOfIncomeNonPrimaryProduction : 20000m,
frankingCredit : -2000m
);
Console.WriteLine("== Step: Populating taxpayer details workpaper ==========================================================");
var details = new TaxpayerDetailsRepository(client);
await details.CreateAsync(taxpayer.Id,
taxYear,
dateOfBirth : new LocalDate(1975, 4, 12),
dateOfDeath : new LocalDate(2020, 12, 31),
finalReturn : true,
mobilePhoneNumber : "0402698741",
daytimeAreaPhoneCode : "613",
daytimePhoneNumber : "54835123",
emailAddress : "*****@*****.**",
bsbNumber : "553026",
bankAccountName : "Bank of Melbourne",
bankAccountNumber : "15987456"
);
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"
);
return(taxpayer);
}
public async void MapTaxPayerImports()
{
string baseUrl = "https://preview.taxlab.online/api-internal/";
HttpClient httpclient = new HttpClient();
var authService = new AuthService();
TaxlabApiClient client = new TaxlabApiClient(baseUrl, httpclient, authService);
var filename = "ImportData.xlsx";
var importService = new ExcelImportService();
List <TaxpayerImport> imports = importService.CreateTaxpayerFromExcelAsync(filename);
const int taxYear = 2021;
var balanceDate = new LocalDate(2021, 6, 30);
var startDate = balanceDate.PlusYears(-1).PlusDays(-1);
foreach (var import in imports)
{
if (import.Import)
{
Console.WriteLine("== Step: Creating taxpayer ==========================================================");
var taxpayerService1 = new TaxpayerRepository(client);
var taxpayerResponse = await taxpayerService1.CreateAsync(taxYear,
import.TaxpayerOrFirstName,
import.LastName,
import.TaxNumber,
entityType : import.EntityType);
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);
if (taxReturnResponse.Success == false)
{
throw new Exception(taxReturnResponse.Message);
}
Console.WriteLine("== Step: Populating taxpayer details workpaper ==========================================================");
var details = new TaxpayerDetailsRepository(client);
await details.CreateAsync(taxpayer.Id,
taxYear,
dateOfBirth : import.DateOfBirth,
dateOfDeath : new LocalDate(2020, 12, 31),
finalReturn : true,
mobilePhoneNumber : "0402698741",
daytimeAreaPhoneCode : "613",
daytimePhoneNumber : "54835123",
emailAddress : "*****@*****.**",
bsbNumber : import.BsbNumber,
bankAccountName : import.BalanceAccountName,
bankAccountNumber : import.BankAccountNumber,
baseRateEntityIndicator : import.BaseRateEntityIndicator,
familyTrustElectionYear : import.FamilyTrustElectionYear,
familyTrustElection : import.FamilyTrustElection
);
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",
noticesRecipientCorporateName : import.NoticesRecipientCorporateName,
noticesRecipientCorporateABN : import.NoticesRecipientCorporateABN,
noticesRecipientIndividualFirstName : import.NoticesRecipientIndividualFirstName,
noticesRecipientIndividualLastName : import.NoticesRecipientIndividualLastName
);
}
}
}
