> ## Documentation Index
> Fetch the complete documentation index at: https://developer.sandbox.co.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Generate comprehensive profit & loss reports, capital gains statements, and tax analysis for securities, mutual funds, and investment portfolios.

# 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.

## Key Features

<CardGroup cols={2}>
  <Card title="Tax P&L Reports" icon="chart-line" href="/api-reference/it/report/overview#tax-pnl-reports">
    Generate profit & loss reports with automatic capital gains tax classification and indexation benefits.
  </Card>

  <Card title="Capital Gains Reports" icon="indian-rupee-sign" href="/api-reference/it/report/overview#capital-gains-reports">
    Create detailed capital gains statements for tax assessment and compliance.
  </Card>

  <Card title="Mutual Fund Statements" icon="file-invoice" href="/api-reference/it/report/overview#mutual-fund-reports">
    Generate capital gains statements for mutual fund investments with OTP verification.
  </Card>

  <Card title="Async Job Processing" icon="server" href="/api-reference/it/report/overview#async-processing">
    Handle large datasets with background job processing, status polling, and webhook notifications.
  </Card>
</CardGroup>

## Tax P\&L Reports

Generate comprehensive profit & loss reports with tax implications:

<CardGroup cols={2}>
  <Card title="Domestic Securities" href="/api-reference/it/report/tax_pnl/securities/domestic/endpoints/submit_job">
    Indian market investments with indexation
  </Card>

  <Card title="Foreign Securities" href="/api-reference/it/report/tax_pnl/securities/foreign/submit_job">
    International investments with currency gains
  </Card>
</CardGroup>

## Capital Gains Reports

Create detailed capital gains statements for tax compliance:

<CardGroup cols={2}>
  <Card title="Domestic Securities" href="/api-reference/it/report/capital_gains/securities/domestic/submit_job">
    Capital gains for Indian securities
  </Card>

  <Card title="Foreign Securities" href="/api-reference/it/report/capital_gains/securities/foreign/submit_job">
    Capital gains for international investments
  </Card>
</CardGroup>

## Asset Classes Supported

### 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

### 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

## Async Job Processing

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

<Steps>
  <Step title="Submit Report Job">
    POST request with report parameters → Receive job\_id and processing confirmation
  </Step>

  <Step title="Upload Transaction Data (if required)">
    For large datasets, upload transaction data via provided S3 presigned URLs
  </Step>

  <Step title="Monitor Job Status">
    Poll job status endpoint with job\_id to track processing progress
  </Step>

  <Step title="Retrieve Results">
    Download completed reports in Excel/JSON format once processing is finished
  </Step>
</Steps>

### Job Status Flow

```json theme={null}
{
  "status": "processing", // created → processing → completed/failed
  "progress": 75,        // Percentage completion
  "message": "Processing 750 of 1000 transactions",
  "result_url": "https://..." // Available when completed
}
```

## Report Formats

### 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

### JSON Reports

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

## 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

## 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

## 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

## Use Cases

### Tax Planning & Filing

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

### Portfolio Analysis

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

### 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

## Related APIs

* **[Calculator APIs](/api-reference/it/calculator/overview)**: Real-time calculations without job processing
* **[Compliance APIs](/api-reference/it/compliance/overview)**: ITR filing and ERI integration
* **[OCR APIs](/api-reference/it/ocr/overview)**: Extract data from tax documents

## 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](/api-reference/it/report) or contact Sandbox support.