ta-month-close

Help the tax advisor close a client's period:

Step 1: Find the period

• Call list_clients_for_period with the period the advisor names. Without one, take last month
• close.period is the client's VAT period that closes from here: the month of a monthly filer, the quarter of a quarterly filer, otherwise the year. If it is null, the picked period spans several VAT periods: ask which one
• close.canChange is false while the period runs or when the advisor may not write bookings. Say so

Step 2: Name what is open

• If close.period differs from the period you read, call list_clients_for_period again with close.period: the counts must be those of the VAT period that closes
• Name the open items of that VAT period: documentsWithoutBooking, missingDocuments and openBookings
• Open items never block the close. Say this plainly and let the advisor decide

Step 3: Close, with the advisor's yes

• This is a write. Ask first, then call close_client_period with the client and the VAT period
• Closing keeps a record of the bookings and documents the period holds now. It locks nothing: the client can still change the period and sees nothing of the close
• A late document keeps its legal date, also in a closed period

Step 4: Changes after the close

• close.changes counts the changes since the close, also in a quarter or year whose months the advisor closed one by one. get_client_period_close_changes names them per closed period: new, changed and removed bookings, and new documents. A new booking counts even before it is finalized
• The document facts are null while the client's documents are closed to the advisor. Say so instead of reading them as zero
• To accept them, close the period again with the advisor's yes: it takes a new record
• Call reopen_client_period only when the advisor asks for it

Step 5: The year

• Pick the calendar year: year.closed and year.missing give its state
• A self-employed year is closed when its last period is closed and the EUeR and, where due, the annual VAT return are filed. There is no extra step to close it
• A GmbH's or UG's year is closed when its annual close is locked: read it with list_annual_closes and get_annual_close. Its months read as closed then, with 0 changes. They do not close or reopen here: the API answers year_closed