private async Task <TaxpayerResponse> CreateTaxpayer(TaxlabApiClient client, string fName, string lName, string tfn)
{
string firstName = fName;
string lastName = lName;
string taxFileNumber = tfn;
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"
);
return(taxpayerResponse);
}
private const int TaxYear = 2021; // Change this to your taxYear
private static async Task Main(string[] args)
{
var authService = new AuthService();
Client = new TaxlabApiClient(BaseUrl, HttpClient, authService);
Console.WriteLine("== Step: Getting existing taxpayers ==========================================================");
var getAllTaxpayers = await Client.Taxpayers_GetTaxpayersAsync().ConfigureAwait(false);
var taxpayerService = new TaxpayerRepository(Client);
var taxpayers = taxpayerService.SearchByTfn("123456789");
var allTaxpayers = taxpayerService.GetAllTaxpayers();
Console.WriteLine("== Step: Create taxpayer who is an employee with lots of deductions ==========================================================");
var employeeWithDeductions = new Personas.EmployeeWithDeductions();
await employeeWithDeductions.CreateAsync(Client).ConfigureAwait(false);
Console.WriteLine("== Step: Create deceased taxpayer ==========================================================");
var deceasedTaxpayerPersonaFactory = new Personas.DeceasedEmployeePersona();
var deceased = await deceasedTaxpayerPersonaFactory.CreateAsync(Client).ConfigureAwait(false);
Console.WriteLine("== Step: Create taxpayer with dividend ==========================================================");
var investorPersonaFactory = new Personas.SingleDividend();
var investor = await investorPersonaFactory.CreateAsync(Client).ConfigureAwait(false);
Console.WriteLine("== Step: Create taxpayer with lots of workpapers ==========================================================");
var complexPersonaFactory = new Personas.ComplexEmployee();
var complex = await complexPersonaFactory.CreateAsync(Client).ConfigureAwait(false);
var couplePersonaFactory = new Personas.MarriedCouple();
var complexMarriedCoupleObject = await couplePersonaFactory.CreateAsync(Client).ConfigureAwait(false);
Console.WriteLine("== Step: Get All adjustment workpapers for complex taxpayer ==========================================================");
// Gets a list of all adjustment workpapers for this taxpayer.
// This does not create any new workpapers.
var allAdjustmentWorkpapers = await Client.Workpapers_AdjustmentWorkpapersAsync(complex.Id, TaxYear, null)
.ConfigureAwait(false);
Console.WriteLine(Environment.NewLine);
Console.WriteLine("== Step: Get All Taxyear workpapers for complex taxpayer ==========================================================");
// Gets a list of all Taxyear workpapers for this taxpayer.
// This does not create any new workpapers.
var allATaxYearWorkpapers = await Client.Workpapers_TaxYearWorkpapersAsync(complex.Id, TaxYear, null)
.ConfigureAwait(false);
}
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)
{
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, 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
);
}
}
}