AvaTax REST API - FirmClientLinkages

Method Purpose Summary
ApproveFirmClientLinkage Approves linkage to a firm for a client account

This API enables the account admin of a client account to approve linkage request by a firm.

CreateAndLinkNewFirmClientAccount Request a new FirmClient account and create an approved linkage to it

This API is for use by Firms only.

CreateFirmClientLinkage Links a firm account with the client account

This API enables the firm admins/firm users to request the linkage of a firm account and a client account.

DeleteFirmClientLinkage Delete a linkage

This API marks a linkage between a firm and client as deleted.

GetFirmClientLinkage Get linkage between a firm and client by id

This API enables the firm admins/firm users to request the linkage of a firm account and a client account.

ListFirmClientLinkage List client linkages for a firm or client

This API enables the firm or account users to request the associated linkages to the account.

RejectFirmClientLinkage Rejects linkage to a firm for a client account

This API enables the account admin of a client account to reject linkage request by a firm.

ResetFirmClientLinkage Reset linkage status between a client and firm back to requested

This API enables the firm admin of a client account to reset a previously created linkage request by a firm.

RevokeFirmClientLinkage Revokes previously approved linkage to a firm for a client account

This API enables the account admin of a client account to revoke a previously approved linkage request by a firm.