Difference between revisions of "Xero Practice Manager Endpoint: Clients"

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;TaxNumber
;TaxNumber
:A [[Field Type: Text|text field]] that provides the Clients' tax number.
:A [[Field Type: Text|text field]] that provides the Clients' tax number.
:''the tax number is masked with *** except last 3 digits''.
:''Note: The tax number is masked with *** except last 3 digits''.


;CompanyNumber
;CompanyNumber
Line 120: Line 120:
;SignedTaxAuthority
;SignedTaxAuthority
:A [[Field Type: Text|Yes/No value field]] that indicates if Tax authority has signed off for the Client.
:A [[Field Type: Text|Yes/No value field]] that indicates if Tax authority has signed off for the Client.
:''Note this field is applicable only for NZ clients''.
:''Note: This field is applicable only for NZ clients''.


;AgencyStatus
;AgencyStatus
:A [[Field Type: Text|text field]] that provides the Clients' agency status.
:A [[Field Type: Text|text field]] that provides the Clients' agency status.
: Available values are '''Unlinked, With EOT''', or '''Without EOT'''.
: Available values are '''Unlinked, With EOT''', or '''Without EOT'''.
:''Note this field is applicable only for NZ clients''.
:''Note: This field is applicable only for NZ clients''.


;ReturnType
;ReturnType
:A [[Field Type: Text|text field]] that provides the Clients' Tax return type.
:A [[Field Type: Text|text field]] that provides the Clients' Tax return type.
: Available values are '''IR3, IR3NR, IR4, IR6, IR7, IR9''', or '''PTS'''.
: Available values are '''IR3, IR3NR, IR4, IR6, IR7, IR9''', or '''PTS'''.
:''Note this field is applicable only for NZ clients''.
:''Note: This field is applicable only for NZ clients''.


;PrepareActivityStatement
;PrepareActivityStatement
:A [[Field Type: Text|Yes/No value field]] that indicates if the Clients' activity statement needs to be prepared.
:A [[Field Type: Text|Yes/No value field]] that indicates if the Clients' activity statement needs to be prepared.
:''Note this field is applicable only for AU clients''.
:''Note: This field is applicable only for AU clients''.


;PrepareTaxReturn
;PrepareTaxReturn
:A [[Field Type: Text|Yes/No value field]] that indicates if the Clients' Tax return needs to be prepared.
:A [[Field Type: Text|Yes/No value field]] that indicates if the Clients' Tax return needs to be prepared.
:''Note this field is applicable only for AU clients''.
:''Note: This field is applicable only for AU clients''.


;AutoBasOptInCriteria
;AutoBasOptInCriteria
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