Calculate Tax P&L from Tradewise P&L
Tradewise trading activity provides you with an absolute value of profits made. Brokers can use tradewise trading activity to calculate Tax P&L for investors and traders.
Overview
This API calculates Tax P&L by taking in the tradewise trading activity
Problem
- 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.
- Brokers are unable to provide accurate tax computations.
Solution
- 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 using tradewise or scripwise method.
Endpoint
| HTTP Method | Endpoint |
|---|---|
| POST | /calculators/income-tax/tax-pnl/tradewise |
Request
Follow the below guidelines to pass tradewise trading activty to calculate Tradewise Tax P&L.
Query Parameters
| Param | Type | Description | Example |
|---|---|---|---|
| report | string | Possible values: tradewise, scripwise | tradewise |
Body
Equity Trade
| Param | Type | Required | Description |
|---|---|---|---|
| isin | string | No | ISIN is the international security identification number |
| symbol | string | Yes | Symbol or description of equity share |
| quantity | number | Yes | Trading quantity |
| buy_date | string | Yes | Date of purchase |
| buy_average | number | Yes | Average buy price across all trades |
| sell_date | string | Yes | Date of Sell |
| sell_average | number | Yes | Average sell price across all trades |
| fmv | number | No | High stock price on 31/01/2018 |
| brokerage | number | No | Brokerage expense |
| clearing_charges | number | No | Charges charged by clearing house |
| exchange_transaction_charges | number | No | Transaction charges by exchange |
| sebi_turnover_fees | number | No | Turnover fees by SEBI |
| stt | number | No | Security Transaction Tax |
| stamp_duty | number | No | Stamp duty paid on transfer of shares |
| sgst | number | No | State GST |
| cgst | number | No | Central GST |
| igst | number | No | Integrated GST |
| other_transfer_expenses | number | No | Any other expense relating to the transfer of shares |
| corporate_action | string | No | Corporate Action. Possible values: BUY_BACK, DIVIDEND |
Mutual Fund Trade
| Param | Type | Required | Description |
|---|---|---|---|
| isin | string | No | ISIN is the international security identification number |
| scheme_type | string | Yes | Scheme type, possible valuesEquity, Debt, Other |
| symbol | string | Yes | Symbol or description of equity share |
| quantity | number | Yes | Trading quantity |
| buy_date | string | Yes | Date of purchase |
| buy_average | number | Yes | Average buy price across all trades |
| sell_date | string | Yes | Date of Sell |
| sell_average | number | Yes | Average sell price across all trades |
| fmv | number | No | High stock price on 31/01/2018 |
| brokerage | number | No | Brokerage expense |
| clearing_charges | number | No | Charges charged by clearing house |
| exchange_transaction_charges | number | No | Transaction charges by exchange |
| sebi_turnover_fees | number | No | Turnover fees by SEBI |
| stt | number | No | Security Transaction Tax |
| stamp_duty | number | No | Stamp duty paid on transfer of shares |
| sgst | number | No | State GST |
| cgst | number | No | Central GST |
| igst | number | No | Integrated GST |
| other_transfer_expenses | number | No | Any other expense relating to the transfer of shares |
| corporate_action | string | No | Corporate Action. Possible values: BUY_BACK, DIVIDEND |
Futures and Options Trade
| Param | Type | Required | Description |
|---|---|---|---|
| symbol | string | Yes | Symbol or description of equity share |
| type | string | Yes | Type, possible valuesFutures, Options |
| quantity | number | Yes | Trading quantity |
| buy_average | number | Yes | Average buy price across all trades |
| sell_average | number | Yes | Average sell price across all trades |
| brokerage | number | No | Brokerage expense |
| clearing_charges | number | No | Charges charged by clearing house |
| exchange_transaction_charges | number | No | Transaction charges by exchange |
| sebi_turnover_fees | number | No | Turnover fees by SEBI |
| stt | number | No | Security Transaction Tax |
| stamp_duty | number | No | Stamp duty paid on transfer of shares |
| sgst | number | No | State GST |
| cgst | number | No | Central GST |
| igst | number | No | Integrated GST |
| other_transfer_expenses | number | No | Any other expense relating to the transfer of shares |
Sample CURL Request
curl --request POST \
--url https://api.sandbox.co.in/calculators/income-tax/securities/tax-pnl/tradewise?report=tradewise \
--header 'Authorization: xxxxxxxxxxxxxxxxxxxxxxx' \
--header 'accept: application/json' \
--header 'content-type: application/json' \
--header 'x-api-key: xxxxxxxxxxxxxxxxxxxxx' \
--header 'x-api-version: 1.0' \
--data '
{
"sheets": [
{
"name": "Equity",
"blocks": [
{
"name": "Tradewise P&L",
"header": [
"isin",
"symbol",
"quantity",
"buy_date",
"buy_average",
"sell_date",
"sell_average",
"fmv",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_fees",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses",
"corporate_action"
],
"rows": [
[
"INE079A01024",
"AMBUJACEM",
5,
1651326845000,
372.2,
1653918845000,
369.4,
null,
0,
0,
0.78,
0.53,
3.72,
0,
0,
0,
0,
0,
null
]
]
}
]
},
{
"name": "Mutual Funds",
"blocks": [
{
"name": "Tradewise P&L",
"header": [
"isin",
"scheme_type",
"symbol",
"quantity",
"buy_date",
"buy_average",
"sell_date",
"sell_average",
"fmv",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_charges",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses",
"corporate_actions"
],
"rows": []
}
]
},
{
"name": "Futures & Options",
"blocks": [
{
"name": "Tradewise P&L",
"header": [
"symbol",
"type",
"quantity",
"buy_average",
"sell_average",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_fees",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses"
],
"rows": []
}
]
}
]
}
'
Test Environment Not Available
Response
Body
Equity Intraday Tradewise Tax P/L
| Param | Type | Description |
|---|---|---|
| isin | string | ISIN is the international security identification number |
| symbol | string | Symbol or description of equity share |
| quantity | number | Trading quantity |
| buy_trade_id | string | Transaction ID of the buy transaction |
| buy_date | number | The date on which the equity share was bought |
| buy_price | number | Price at which a unit was bought |
| sell_trade_id | string | Transaction ID of the sell transaction |
| sell_date | number | The date on which the equity share was sold |
| sell_price | number | Price at which a unit was sold |
| brokerage | number | Brokerage expense |
| clearing_charges | number | Charges charged by clearing house |
| exchange_transaction_charges | number | Transaction charges by exchange |
| sebi_turnover_fees | number | Turnover fees by SEBI |
| stt | number | Security Transaction Tax |
| stamp_duty | number | Stamp duty paid on transfer of shares |
| sgst | number | State GST |
| cgst | number | Central GST |
| igst | number | Integrated GST |
| other_transfer_expenses | number | Any other expense relating to the transfer of shares |
| realized_pnl | number | The realized profit or loss on the trade without considering transfer expenses |
| transfer_expenses | number | Any expense relating to the transfer of shares. |
| net_realized_pnl | number | The realized profit or loss on the trade after considering transfer expenses |
| taxable_pnl | string | The taxable amount of the trade |
| holding_period | string | The holding period of the equity utual fund could be either long_term or short_term |
| turnover | number | Turnover of the transaction |
| income_head | string | The income head of ITR under which the income of a specific trade is to be reported |
| income_sub_head | string | The income subhead of ITR under which the income of a specific trade is to be reported |
| tax_rate | string | The applicable tax rate for the trade. |
Equity Delivery Tradewise Tax P/L
| Param | Type | Description |
|---|---|---|
| isin | string | ISIN is the international security identification number |
| symbol | string | Symbol or description of equity share |
| quantity | number | Trading quantity |
| buy_trade_id | string | Transaction ID of the buy transaction |
| buy_date | number | The date on which the equity share was bought |
| buy_price | number | Price at which a unit was bought |
| sell_trade_id | string | Transaction ID of the sell transaction |
| sell_date | number | The date on which the equity share was sold |
| sell_price | number | Price at which a unit was sold |
| fmv | number | Fare market value as on 31.01.2018 |
| cost_of_acquisition | number | cost of acquisition considered for calculating taxable pnl. |
| brokerage | number | Brokerage expense |
| clearing_charges | number | Charges charged by clearing house |
| exchange_transaction_charges | number | Transaction charges by exchange |
| sebi_turnover_fees | number | Turnover fees by SEBI |
| stt | number | Security Transaction Tax |
| stamp_duty | number | Stamp duty paid on transfer of shares |
| sgst | number | State GST |
| cgst | number | Central GST |
| igst | number | Integrated GST |
| other_transfer_expenses | number | Any other expense relating to the transfer of shares |
| nature_of_transaction | string | The nature of the transaction of the equity share |
| realized_pnl | number | The realized profit or loss on the trade without considering transfer expenses |
| transfer_expenses | number | Any expense relating to the transfer of shares. |
| net_realized_pnl | number | The realized profit or loss on the trade after considering transfer expenses |
| taxable_pnl | string | The taxable amount of the trade |
| holding_period | string | The holding period of the equity utual fund could be either long_term or short_term |
| turnover | number | Turnover of the transaction |
| income_head | string | The income head of ITR under which the income of a specific trade is to be reported |
| income_sub_head | string | The income subhead of ITR under which the income of a specific trade is to be reported |
| tax_rate | string | The applicable tax rate for the trade. |
Mutual Fund Tradewise Tax P/L
| Param | Type | Description |
|---|---|---|
| isin | string | ISIN is the international security identification number |
| scheme_name | string | Symbol or description of equity share |
| scheme_type | string | |
| quantity | number | Trading quantity |
| buy_trade_id | string | Transaction ID of the buy transaction |
| buy_date | number | The date on which the equity share was bought |
| buy_price | number | Price at which a unit was bought |
| sell_trade_id | string | Transaction ID of the sell transaction |
| sell_date | number | The date on which the equity share was sold |
| sell_price | number | Price at which a unit was sold |
| fmv | number | Fare market value as on 31.01.2018 |
| cost_of_acquisition | number | cost of acquisition considered for calculating taxable pnl. |
| brokerage | number | Brokerage expense |
| clearing_charges | number | Charges charged by clearing house |
| exchange_transaction_charges | number | Transaction charges by exchange |
| sebi_turnover_fees | number | Turnover fees by SEBI |
| stt | number | Security Transaction Tax |
| stamp_duty | number | Stamp duty paid on transfer of shares |
| sgst | number | State GST |
| cgst | number | Central GST |
| igst | number | Integrated GST |
| other_transfer_expenses | number | Any other expense relating to the transfer of shares |
| nature_of_transaction | string | The nature of the transaction of the equity share |
| realized_pnl | number | The realized profit or loss on the trade without considering transfer expenses |
| transfer_expenses | number | Any expense relating to the transfer of shares. |
| net_realized_pnl | number | The realized profit or loss on the trade after considering transfer expenses |
| taxable_pnl | string | The taxable amount of the trade |
| holding_period | string | The holding period of the mutual fund could be either long_term or short_term |
| turnover | number | Turnover of the transaction |
| income_head | string | The income head of ITR under which the income of a specific trade is to be reported |
| income_sub_head | string | The income subhead of ITR under which the income of a specific trade is to be reported |
| tax_rate | string | The applicable tax rate for the trade. |
Futures And Options Tradewise Tax P/L
| Param | Type | Description |
|---|---|---|
| contract_name | string | Name of contract |
| asset_type | string | The asset type of the contract. Possible valuesoption & future. |
| asset_class | string | The asset class of the contract. Possible valuesequity, currency & commodity |
| quantity | number | Trading quantity |
| buy_trade_id | string | Transaction ID of the buy transaction |
| buy_date | number | The date on which the equity share was bought |
| buy_price | number | Price at which a unit was bought |
| sell_trade_id | string | Transaction ID of the sell transaction |
| sell_date | number | The date on which the equity share was sold |
| sell_price | number | Price at which a unit was sold |
| brokerage | number | Brokerage expense |
| clearing_charges | number | Charges charged by clearing house |
| exchange_transaction_charges | number | Transaction charges by exchange |
| sebi_turnover_fees | number | Turnover fees by SEBI |
| stt | number | Security Transaction Tax |
| stamp_duty | number | Stamp duty paid on transfer of shares |
| sgst | number | State GST |
| cgst | number | Central GST |
| igst | number | Integrated GST |
| other_transfer_expenses | number | Any other expense relating to the transfer of shares |
| nature_of_transaction | string | The nature of the transaction of the equity share |
| realized_pnl | number | The realized profit or loss on the trade without considering transfer expenses |
| transfer_expenses | number | Any expense relating to the transfer of shares. |
| net_realized_pnl | number | The realized profit or loss on the trade after considering transfer expenses |
| taxable_pnl | string | The taxable amount of the trade |
| holding_period | string | The holding period of the mutual fund could be either long_term or short_term |
| turnover | number | Turnover of the transaction |
| income_head | string | The income head of ITR under which the income of a specific trade is to be reported |
| income_sub_head | string | The income subhead of ITR under which the income of a specific trade is to be reported |
| tax_rate | string | The applicable tax rate for the trade. |
Asset Wise Summary
| Param | Type | Description |
|---|---|---|
| asset_class | string | Asset class |
| asset_type | string | Asset category |
| income_head | string | The income head of ITR under which the income of a specific income is to be reported |
| income_sub_head | string | The income subhead of ITR under which the income of a specific income is to be reported |
| holding_period | string | The holding period of the asset could be either long_term or short_term |
| turnover | number | Turnover of the transactions |
| realized_pnl | number | The realized profit or loss on trades without considering transfer expenses |
| transfer_expenses | number | Any expense relating to the transfer of assets |
| net_realized_pnl | number | The realized profit or loss on trades after considering transfer expenses |
| taxable_pnl | number | The taxable amount |
Tax P/L Summary
This table gives a summary of your crypto trades grouped by income_head, income_sub_head, and holding_period.
| Param | Type | Description |
|---|---|---|
| income_head | string | The income head of ITR under which the income is to be reported |
| income_sub_head | string | The income subhead of ITR under which the income is to be reported |
| holding_period | string | The holding period of the crypto. |
| tax_rate | string | The applicable tax rate for all trades. |
| realized_pnl | number | Total realized profit or loss on the trades without considering expenses |
| transfer_expenses | number | Total expenses that occurred during the transafer of crypto, could be network fees, brokerage, or any other transaction fee. |
| net_realized_pnl | number | Total realized profit or loss on the trades after considering expenses |
| taxable_pnl | string | The total taxable amount of all trades |
Sample Response
You can refer to the sample response in workbook format
The API responds back in a sheet structure. An example response is shown below.
{
"code": 200,
"timestamp": "1681481686000",
"data": {
"name": "tradewise_tax_pnl_workbook",
"@entity": "workbook",
"sheets": [
{
"name": "equity_tradewise_tax_pnl_sheet",
"@entity": "sheet",
"blocks": [
{
"name": "equity_intraday_tradewise_tax_pnl_table",
"@entity": "table",
"header": [
"isin",
"symbol",
"quantity",
"buy_trade_id",
"buy_date",
"buy_price",
"sell_trade_id",
"sell_date",
"sell_price",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_fees",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses",
"realized_pnl",
"total_transfer_expenses",
"net_realized_pnl",
"taxable_pnl",
"turnover",
"income_head",
"income_sub_head",
"tax_rate"
],
"rows": [
[
"INE190B01019",
"INFY",
40,
"1",
1617135200000,
80,
"7",
1617135209000,
100,
0,
0,
0,
0,
0,
0,
0,
0,
0,
0,
800,
0,
800,
800,
800,
"business_and_profession",
"speculative",
"slab_rate"
]
]
},
{
"name": "equity_delivery_tradewise_tax_pnl_table",
"@entity": "table",
"header": [
"isin",
"symbol",
"is_listed",
"is_stt_paid",
"quantity",
"buy_trade_id",
"buy_date",
"buy_price",
"sell_trade_id",
"sell_date",
"sell_price",
"fmv",
"cost_of_aquisition",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_fees",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses",
"nature_of_transaction",
"realized_pnl",
"total_transfer_expenses",
"net_realized_pnl",
"taxable_pnl",
"holding_period",
"turnover",
"income_head",
"income_sub_head",
"tax_rate"
],
"rows": [
[
"INE423A01024",
"ADANIENT",
true,
true,
0.2,
"4",
1617321600000,
1000,
"17",
1637366400000,
1200,
1200,
1000,
0,
0,
0,
0,
0,
0,
0,
0,
0,
0,
"trading",
40.0,
0,
40.0,
40.0,
"short_term",
240.0,
"capital_gains",
"securities",
"15"
],
[
"INE190B01019",
"INFY",
true,
true,
10,
"1",
1617135200000,
80,
"18",
1638567500000,
250,
250,
80,
0,
0,
0,
0,
0,
0,
0,
0,
0,
0,
"trading",
1700,
0,
1700,
1700,
"short_term",
2500,
"capital_gains",
"securities",
"15"
],
[
"INE190B01019",
"INFY",
true,
true,
5,
"2",
1617195200000,
70,
"18",
1638567500000,
250,
250,
70,
0,
0,
0,
0,
0,
0,
0,
0,
0,
0,
"trading",
900,
0,
900,
900,
"short_term",
1250,
"capital_gains",
"securities",
"15"
],
[
"INE245A01021",
"TATAPOWER",
true,
true,
24.7349,
"3",
1617235200000,
75,
"5",
1620604800000,
20,
20,
75,
0,
0,
0,
0,
0,
0,
0,
0,
0,
0,
"trading",
-1360.4195,
0,
-1360.4195,
0,
"short_term",
494.6980,
"capital_gains",
"securities",
"15"
],
[
"INE245A01021",
"TATAPOWER",
true,
true,
24.7349,
"3",
1617235200000,
75,
"8",
1623369600000,
80,
80,
75,
0,
0,
0,
0,
0,
0,
0,
0,
0,
0,
"trading",
123.6745,
0,
123.6745,
123.6745,
"short_term",
1978.7920,
"capital_gains",
"securities",
"15"
]
]
}
]
},
{
"name": "mutual_fund_tradewise_tax_pnl_sheet",
"@entity": "sheet",
"blocks": [
{
"name": "mutual_fund_tradewise_tax_pnl_table",
"@entity": "table",
"header": [
"isin",
"scheme_name",
"scheme_type",
"is_listed",
"is_stt_paid",
"quantity",
"buy_trade_id",
"buy_date",
"buy_price",
"sell_trade_id",
"sell_date",
"sell_price",
"fmv",
"cost_of_acquisation",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_fees",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses",
"nature_of_transaction",
"realized_pnl",
"total_transfer_expenses",
"net_realized_pnl",
"taxable_pnl",
"holding_period",
"turnover",
"income_head",
"income_sub_head",
"tax_rate"
],
"rows": [
[
"INF179KB1HP9",
"HDFC LIQUID FUND - DIRECT PLAN",
"debt",
true,
true,
0.246,
"89741a",
1619740800,
1001.7183,
"24896a",
1622505600,
1000.4106,
0,
1001.7183,
0,
0,
0,
0,
189.6437,
0,
0,
0,
0,
0,
null,
-0.3217,
189.6437,
-189.9654,
0.0000,
"short_term",
246.1010,
"capital_gains",
"other_capital_gains",
"slab_rate"
],
[
"INF277K01YE6",
"TATA LIQUID FUND - DIRECT PLAN",
"equity",
true,
true,
30.603,
"14712a",
1618876800,
99996.0019,
"41564a",
1623196800,
99994.1059,
0,
99996.0019,
0,
0,
0,
0,
211.5664,
0,
0,
0,
0,
0,
null,
-58.0233,
211.5664,
-269.5897,
0.0000,
"short_term",
3060119.6229,
"capital_gains",
"securities",
"15"
],
[
"INE397D01024",
"HDFC CREDIT RISK DEBT FUND - DIRECT PLAN",
"debt",
true,
true,
150,
"15648a",
1622937600,
520,
"15648a",
1628208000,
400,
0,
520,
0,
0,
0,
0,
87,
0,
0,
0,
0,
0,
null,
-18000.0000,
87.0000,
-18087.0000,
0.0000,
"short_term",
60000.0000,
"capital_gains",
"other_capital_gains",
"slab_rate"
]
]
}
]
},
{
"name": "futures_and_options_tradewise_tax_pnl_sheet",
"@entity": "sheet",
"blocks": [
{
"name": "futures_and_options_tradewise_tax_pnl_table",
"@entity": "table",
"header": [
"contract_name",
"asset_type",
"asset_class",
"quantity",
"buy_trade_id",
"buy_date",
"buy_price",
"sell_trade_id",
"sell_date",
"sell_price",
"brokerage",
"clearing_charges",
"exchange_transaction_charges",
"sebi_turnover_fees",
"stt",
"stamp_duty",
"sgst",
"cgst",
"igst",
"other_transfer_expenses",
"nature_of_transaction",
"realized_pnl",
"total_transfer_expenses",
"net_realized_pnl",
"taxable_pnl",
"turnover",
"income_head",
"income_sub_head",
"tax_rate"
],
"rows": [
[
"NIFTY21JUN15800CE",
"option",
"Equity",
150,
"456789a",
1649548800,
171.775,
"333444a",
1653436800,
171.45,
0,
0,
0,
0,
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}
Response Caching
Response caching is not available for this API. Learn more about our response caching mechanism here
Annexure
Annexure-1 Corporate Actions
The enumeration is explained below:
| Corporate Action | ENUM |
|---|---|
| Amalgamation | amalgamation |
| Bonus Issue | bonus_issue |
| Buy Back of Shares | buy_back |
| Consolidation of Shares | consolidation |
| Dividend | dividend |
| Dividend on Preference Shares | dividend |
| Income Distribution (InvIT) | income_distribution_invit |
| Income Distribution RITES | income_distribution_rites |
| InvIT - Return of Capital | return_of_capital_invit |
| Preferential Issue of shares | preferential_issue |
| Reduction of Capital | reduction_of_capital |
| Right Issue of Equity Shares | right_issue |
| Scheme of Arrangement | scheme_of_arrangement |
| Spin Off | spin_off |
| Stock Split | stock_split |
| Voluntary Delisting of Shares | voluntary_delisting_of_share |
Wallet Charge
Since the Tax P&L Calculator from Tradebook API is not a Paid API, no wallet charge will take place.
Versioning
This API is currently in major version 1.0. Refer to our versioning policies here
Updated 27 days ago