Unlink client account

The unlink firm-client API removes the association between a firm account and a client account in Avalara’s Managed Returns system.

This API is used when a firm should no longer manage tax-related activities for a specific client.

Use case

Firms manage tax returns and compliance obligations for multiple client accounts. When a business relationship ends, or a client transitions away from a firm, the firm-client linkage must be removed to prevent unauthorized actions.

Effect of unlinking

When the firm-client linkage is deleted:

The client account is no longer associated with the firm account.
The firm will not be able to perform actions on behalf of the client, such as:
- Filing returns
- Managing tax obligations
The system prevents any future operations between the unlinked firm and client, ensuring compliance and data integrity.

Note

Run the following operations with Client credentials.

To unlink a client account, use the deleteFirmClientLinkage mutation.

View request

mutation DeleteFirmClientLinkage {
  deleteFirmClientLinkage {
    clientAccountId
    clientAccountName
    firmAccountId
    firmAccountName
    firmContactEmail
    firmContactName
    id
    isDeleted
    status
  }
}

View response

{
  "data": {
    "deleteFirmClientLinkage": {
      "value": {
        "id": 12345,
        "firmAccountId": 11111,
        "clientAccountId": 22222,
        "status": "Deleted",
        "isDeleted": true
      },
      "errors": null
    }
  }
}

A successful request returns the deleted linkage details with the status marked as Deleted and isDeleted set to true.