Facility to change a Client and related Accounts Tax Category and other Client Tax details.

Methods

Name Description
AccountsRefresh Refreshes the Accounts collection, E.g., after changing the Effective Date or Tax Category.
Clear Clears this object and sets all of its properties to their defaults.
ClientLoad Load the Client.
ClientLoadPk Load the Client.
ExecuteCommit Commits adjustments to the Tax details for a Client and associated Accounts.
TaxCategoryDataViewFilter Returns a SQL WHERE clause that filters Tax Categories for the Account.

Properties

Name Description
Accounts Read-Only A Collection of Client Accounts that can be updated with the Client.
AccountsRequiresRefresh Read-Only Indicates whether the Accounts collection requires refreshing.
CancelFutureChanges Indicates whether to Cancel any Future Tax Category Changes for included Accounts when committing the Client Withholding Tax Details change.
Client Read-Only The Client.
ClientTypeId Read-Only The Id of this Client's Client Type.
ClientTypePk Read-Only The primary key of this Client's Client Type.
DateEffective The Effective date of the Tax Category Change for Accounts.
ExemptionCertificate The Withholding Tax Exemption Certificate number.
ExemptionExpiryDate The Date on which the Withholding Tax Exemption Certificate Expires.
ExemptionIssueDate The Date on which the Withholding Tax Exemption Certificate was Issued.
GetWTaxRate Read-Only
GetWTaxWarnings Read-Only
IsIndividual Read-Only Indicates whether this Client is an Individual.
LogActionDate The Log Action Date (in Local time for this Windows computer).
LogActionDbDate The Log Action Date (in the Database Time Zone). Setting the Log Action Date will update the Time Zone to the Database Time Zone.
LogActionTimeZone Read-Only
LogActionTimeZoneDescription Read-Only
LogActionTimeZoneId The Id of the Time Zone associated with the Log Action Date.
LogActionTzDate The Log Action Date (in the Time Zone defined by the LogActionTimeZone property or, if this is undefined, the Database Time Zone defined under Global Settings).
LogActionUtcDate The Log Action Date in UTC.
LogCreate Indicates whether to create an Account Log.
LogDate The Log Date (in Local time for this Windows computer).
LogDbDate The Log Date (in the Database Time Zone). Setting the Log Date will update the Time Zone to the Database Time Zone.
LogNotes The Notes regarding the change, e.g. the reason for the change.
LogSeverityId The Id of the Log's Log Severity.
LogSeverityPk The primary key of the Log's Severity.
LogSubject The Log Subject.
LogTimeZone Read-Only The Time Zone associated with the Log Date.
LogTimeZoneDescription Read-Only
LogTimeZoneId The Id of the Time Zone associated with the Log Date.
LogTzDate The Log Date (in the Time Zone defined by the LogTimeZone property or, if this is undefined, the Database Time Zone defined under Global Settings).
LogUtcDate The Log Date in UTC.
Notes The Notes regarding the change, e.g. the reason for the change.
Reference Reference.
Resident Indicates whether this Client is a Resident for Tax purposes.
TaxCategory Read-Only The Tax Category.
TaxCategoryId The Id of the Tax Category.
TaxCategoryPk The primary key of the new Tax Category.
TaxCountry The Country for GST Taxation.
TaxForeignReference A foreign Tax Reference if the Client is Non-Resident.
TaxNumber The Tax Number for the Client.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0