address and fiscalization
A Taxpayer's address and fiscalization (incl. credentials) can be updated as long as the resource is in the ACQUIRED state, or in the COMMISSIONED state with mode SUSPENDED.
- If your Taxpayer is in state
ACQUIREDstate, simply callupdateTaxpayerwith the updated data - If your Taxpayer is in state
COMMISSIONED, first suspend the resource (mode: "SUSPENDED"), make the update, then re-activate it (mode: "OPERATIVE").
For details on updating credentials specifically, see this article: SIGN IT - How to update the FISCONLINE credentials
type and name
Unlike other fields, a Taxpayer's type and name can only be modified while the resource is in the ACQUIRED state. Once the state changes to COMMISSIONED, these fields can no longer be updated.
In that case, you can proceed as follows:
- Create a new Taxpayer under the same Organization
UNIT. The resource will be in theACQUIREDstate by default.
- If you have existing Locations assigned to the old Taxpayer:
- If they're in state
COMMISSIONED, update them to modeSUSPENDEDviaupdateLocation - If they're in state
ACQUIRED, skip directly to step 3
- If they're in state
- Assign the existing Locations (if any) to the new Taxpayer ID via
updateLocation.
{
"content": {
"taxpayer": {
"id": "{{taxpayerId}}"
}
}
}- Update the old Taxpayer from state
COMMISSIONEDtoDECOMMISSIONEDviaupdateTaxpayer.
- Update the new Taxpayer from state
ACQUIREDtoCOMMISSIONEDviaupdateTaxpayer.
- Update the existing Locations (if any) to mode
OPERATIVE:- If they were suspended in step 2, set them back to mode
OPERATIVEviaupdateLocation - If they're still in state
ACQUIRED, simply update them to stateCOMMISSIONEDwhenever you're ready.
- If they were suspended in step 2, set them back to mode
Note: If you have any Systems in state
COMMISSIONED, they'll remain unusable until their associated Location(s) and/or Taxpayer are in state COMMISSIONED / mode OPERATIVE. There's no action to take on the System itself as it already points to the correct Location ID — just wait for the steps above to be completed correctly.
Metadata
A Taxpayer's metadata remains fully updatable, regardless of the resource's state and mode.