Account, Role & Transaction Context of SBR interactions – Client or Tax / BAS Agent SBR service offering and List Account Client Summary List Role Summary Account and List Transaction Figure : SBR interactions and Account, Role and Transaction process (CLNTACCSUM.LIST) We recommend that this is used as the primary call for account information. The exception to this is where the due and payable balance or ability to forecast penalty and interest amounts are required where the Client Account List should be used. This interaction will return a list of all accounts for a client with basic information including: Account identifier Account type Account name Account sequence number Account category Current account balance Unique Super Identifier where applicable Excise Identification Number where applicable ANZSIC code ANZSIC long description ABR CAC indicator Accounting treatment name
Account, Role & Transaction – Context of SBR interactions Client Account List and Summary Client or Tax / BAS Agent SBR service offering Account Role List and Summary Transaction List Figure : SBR interactions and Account, Role and Transaction process (CLNTACCSUM.LIST) We recommend that this is used as the primary call for account information. The exception to this is where the due and payable balance or ability to forecast penalty and interest amounts are required where the Client Account List should be used. This interaction will return a list of all accounts for a client with basic information including: Account identifier Account type Account name Account sequence number Account category Current account balance Unique Super Identifier where applicable Excise Identification Number where applicable ANZSIC code ANZSIC long description ABR CAC indicator Accounting treatment name