Calculate Tax P&L

API Pricing


This API processes to provide a comprehensive Tax P&L, Holdings, Open Sell Trades, Transfer Trades and a overall summary across all assets by taking in the input data as JSON in asynchronous fashion.


  • Brokers have to provide accurate Realized & Unrealized P&L.
  • Brokers must apply tax rules to accurately calculate Pre-Tax & Post-Tax returns on investments.
  • The tax landscape is ever-changing with announcements from regulators, tax departments & finance ministry.
  • Investors & Traders have to furnish accurate P&L, Holdings, and Turnover in their tax returns as per the tax law.


  • API to calculate Tax P&L in real-time.
  • API covers tax calculation for corporate actions such as dividends, buybacks, etc.
  • Allows Brokers to visualize Tax P&L for their users.
  • Tax P&L report can be generated from tradebook, tradewise settlements or scripwise settlements inputs.
  • Tax P&L report can be generated to tradewise or scripwise output formats.
  • Use the PUT request on the presigned_url to upload the trades payload.
  • Get job_id to obtain the Calculated Tax P&L.


HTTP MethodEndpoint

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Query Parameters

inputstringtrueType of input. Possible input: tradebook, tradewise or scripwisetradebook
outputstringtruePossible values: tradewise, scripwisetradewise
fromnumberfalseFrom Date in Epoch milliseconds
Default: 0
tonumberfalseTo Date, in Epoch milliseconds
Default: current timestamp


x-accept-typestringWhether to generate a excel sheet as output
Possible values: application/json, application/xlsx
Default value: application/json

Sample CURL Request

curl --location '' \
--header 'Authorization: xxxxxxxxxxxxxx' \
--header 'x-api-version: 1.0.0' \
--header 'x-api-key: xxxxxxxxxxxxxx' \
--header 'x-accept-tye: application/xlsx'


Test Environment Not Available


codestringHTTP response status code
timestampstringTimestamp of the request
transaction_idstringAPI Transaction ID
job_idstringUnique Job ID to track the request
presigned_urlstringS3 URL to make the PUT request


PUT Request on Presigned URL

Once the job is successfully created, upload the payload using HTTP PUT method on generated presigned url. Read More


On upload of the input data we'll consume the event to process the provided input and run a job for that.

Sample Response

    "transaction_id": "49f15670-1516-4e4f-9821-9dff154d3154",
    "code": 200,
    "data": {
        "job_id": "49f15670-1516-4e4f-9821-9dff154d3154",
        "presigned_url": ""
    "timestamp": 1691486043000

Response Caching

Response caching is not available for this API. Learn more about our response caching mechanism here

Wallet Charge

Since the Tax P&L Calculator from Tradebook API is not a Paid API, no wallet charge will take place.


This API is currently in major version 1.0. Refer to our versioning policies here