GET Request

JSON Payload

This API gives response in following two formats:

Tradewise Tax PnL

View Workbook

👍

Click here to learn more about this JSON Payload

{
    "@entity": "workbook",
    "name": "workbook",
    "sheets": [
        {
            "@entity": "sheet",
            "name": "client_details_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "client_tin_table",
                    "header": [
                        "client_details_list"
                    ],
                    "rows": [
                        [
                            "name"
                        ],
                        [
                            "pan"
                        ],
                        [
                            "client_id"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "tax_pnl_summary_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "tax_pnl_summary_table",
                    "header": [
                        "asset_wise_summary_table"
                    ],
                    "rows": [
                        [
                            "asset_class",
                            "asset_type",
                            "income_head",
                            "income_sub_head",
                            "holding_period",
                            "turnover",
                            "buy_value",
                            "sell_value",
                            "realized_pnl",
                            "realized_pnl_inr",
                            "transfer_expenses",
                            "net_realized_pnl",
                            "net_realized_pnl_inr",
                            "taxable_pnl",
                            "taxable_pnl_inr"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "stock_tradewise_tax_pnl_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "stock_tradewise_transfer_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "symbol",
                            "quantity",
                            "transfer_date",
                            "price",
                            "currency",
                            "transfer_type",
                            "nature_of_transfer",
                            "transfer_value",
                            "transfer_expense"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "adr_tradewise_tax_pnl_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "adr_tradewise_transfer_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "symbol",
                            "quantity",
                            "transfer_date",
                            "price",
                            "currency",
                            "transfer_type",
                            "nature_of_transfer",
                            "transfer_value",
                            "transfer_expense"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "mutual_fund_tradewise_tax_pnl_s",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "mutual_fund_tradewise_transfer_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "scheme_name",
                            "scheme_type",
                            "quantity",
                            "transfer_date",
                            "price",
                            "currency",
                            "transfer_type",
                            "nature_of_transfer",
                            "transfer_value",
                            "transfer_expense"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "etf_tradewise_tax_pnl_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "etf_tradewise_transfer_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "scheme_name",
                            "scheme_type",
                            "quantity",
                            "transfer_date",
                            "price",
                            "currency",
                            "transfer_type",
                            "nature_of_transfer",
                            "transfer_value",
                            "transfer_expense"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "interest_income_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "__EMPTY",
                    "header": [
                        "interest_income_table"
                    ],
                    "rows": [
                        [
                            "description",
                            "amount",
                            "inr_rate",
                            "tax_witheld"
                        ]
                    ]
                }
            ]
        }
    ]
}

Scripwise Tax PnL

View Workbook

👍

Click here to learn more about this JSON Payload

{
    "@entity": "workbook",
    "name": "workbook",
    "sheets": [
        {
            "@entity": "sheet",
            "name": "client_details_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "client_tin_table",
                    "header": [
                        "client_details_list"
                    ],
                    "rows": [
                        [
                            "name"
                        ],
                        [
                            "pan"
                        ],
                        [
                            "client_id"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "tax_pnl_summary_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "tax_pnl_summary_table",
                    "header": [
                        "asset_wise_summary_table"
                    ],
                    "rows": [
                        [
                            "asset_class",
                            "asset_type",
                            "income_head",
                            "income_sub_head",
                            "holding_period",
                            "turnover",
                            "buy_value",
                            "sell_value",
                            "realized_pnl",
                            "realized_pnl_inr",
                            "transfer_expenses",
                            "net_realized_pnl",
                            "net_realized_pnl_inr",
                            "taxable_pnl",
                            "taxable_pnl_inr"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "stock_scripwise_tax_pnl_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "dividend_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "symbol",
                            "quantity",
                            "dividend_amount",
                            "tds"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "adr_scripwise_tax_pnl_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "dividend_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "symbol",
                            "quantity",
                            "dividend_amount",
                            "tds"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "mutual_fund_scripwise_tax_pnl_s",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "dividend_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "symbol",
                            "quantity",
                            "dividend_amount",
                            "tds"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "etf_scripwise_tax_pnl_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "reference_data_table",
                    "header": [
                        "dividends_table"
                    ],
                    "rows": [
                        [
                            "isin",
                            "symbol",
                            "quantity",
                            "dividend_amount",
                            "tds"
                        ]
                    ]
                }
            ]
        },
        {
            "@entity": "sheet",
            "name": "interest_income_sheet",
            "blocks": [
                {
                    "@entity": "table",
                    "name": "__EMPTY",
                    "header": [
                        "interest_income_table"
                    ],
                    "rows": [
                        [
                            "description",
                            "amount",
                            "inr_rate",
                            "tax_witheld"
                        ]
                    ]
                }
            ]
        }
    ]
}