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Income Tax Report APIs

The Income Tax Report APIs provide comprehensive reporting capabilities for investment analysis, tax planning, and compliance. Generate detailed profit & loss reports, capital gains statements, and tax analysis across multiple asset classes using job-based async processing.

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Key Features

Tax P&L Reports

Generate profit & loss reports with automatic capital gains tax classification and indexation benefits.

Capital Gains Reports

Create detailed capital gains statements for tax assessment and compliance.

Mutual Fund Statements

Generate capital gains statements for mutual fund investments with OTP verification.

Async Job Processing

Handle large datasets with background job processing, status polling, and webhook notifications.

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Tax P&L Reports

Generate comprehensive profit & loss reports with tax implications:

Domestic Securities

Indian market investments with indexation

Foreign Securities

International investments with currency gains

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Capital Gains Reports

Create detailed capital gains statements for tax compliance:

Domestic Securities

Capital gains for Indian securities

Foreign Securities

Capital gains for international investments

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Asset Classes Supported

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Securities (Domestic & Foreign)

  • Equity Shares: Delivery and intraday trading with holding period classification
  • Mutual Funds: SIPs, lump-sum investments, redemptions with indexation benefits
  • Derivatives: Futures, options, and other derivative instruments
  • Currency Impact: Foreign securities with automatic currency conversion and gains

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Investment Portfolios

  • Multi-Asset: Combined reporting across different asset classes
  • Tax Regimes: Support for both old and new tax regimes
  • Holding Periods: Automatic STCG/LTCG classification
  • Indexation: Cost inflation adjustment for long-term gains

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Async Job Processing

All report generation uses job-based asynchronous processing for scalability:
1

Submit Report Job

POST request with report parameters ā†’ Receive job_id and processing confirmation
2

Upload Transaction Data (if required)

For large datasets, upload transaction data via provided S3 presigned URLs
3

Monitor Job Status

Poll job status endpoint with job_id to track processing progress
4

Retrieve Results

Download completed reports in Excel/JSON format once processing is finished

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Job Status Flow

{
  "status": "processing", // created ā†’ processing ā†’ completed/failed
  "progress": 75,        // Percentage completion
  "message": "Processing 750 of 1000 transactions",
  "result_url": "https://..." // Available when completed
}

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Report Formats

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Excel Reports (.xlsx)

  • Detailed breakdowns by asset class and transaction type
  • Tax calculations with STCG/LTCG classification
  • Summary sheets with portfolio-level analytics
  • Annexures with transaction-level details

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JSON Reports

  • Structured data for programmatic processing
  • API integration ready format
  • Real-time access to report data
  • Custom filtering and analysis capabilities

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Tax Compliance Features

  • Automatic classification: STCG (Short-term) vs LTCG (Long-term) gains
  • Indexation benefits: Cost inflation adjustment for domestic securities
  • Currency gains: Foreign exchange impact on international investments
  • Tax regime support: Old and new tax regime calculations
  • Carry forward losses: Capital loss tracking and utilization

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Integration Options

  • REST APIs: Standard HTTP endpoints for all report operations
  • Postman Collections: Pre-configured API testing environments
  • Webhook Support: Real-time notifications for job completion
  • Batch Processing: Handle thousands of transactions efficiently

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Performance & Limits

  • Job Queue: Unlimited job submissions with concurrent processing
  • Data Processing: Handle up to 50,000 transactions per job
  • Report Generation: Excel reports up to 10MB in size
  • Retention: Job results available for 30 days
  • Rate Limits: 100 requests per minute per API key

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Use Cases

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Tax Planning & Filing

  • ITR Preparation: Generate data for Income Tax Return filing
  • Tax Optimization: Identify tax-saving opportunities
  • Compliance Reporting: Meet regulatory reporting requirements

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Portfolio Analysis

  • Performance Review: Analyze investment performance with tax impact
  • Rebalancing: Optimize portfolio based on tax implications
  • Reporting: Generate client-ready investment reports

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Financial Planning

  • Tax Liability: Estimate future tax obligations
  • Capital Gains Planning: Plan asset sales for optimal tax outcomes
  • Wealth Management: Comprehensive tax-aware portfolio management

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Support & Resources

  • API Reference: Complete endpoint documentation with examples
  • Postman Collection: Import ready-to-use API tests
  • Sample Data: Pre-formatted transaction data for testing
  • Annexures: Detailed schema documentation for data formats
For technical support or integration assistance, refer to the API Reference or contact Sandbox support.