Navexa API
  1. Reports
Navexa API
  • Start your Navexa journey
  • Authentication
  • Reports
    • Get ATO myTax report
      GET
    • Get ATO myTax report PDF
      GET
    • Get Capital Gains Tax report
      GET
    • Get Taxable Income report
      GET
    • Get Unrealised Capital Gains Tax report
      GET
  • Benchmark
    • Get the benchmark return for a portfolio
      GET
  • CashAccount
    • Get Cash Account
      GET
    • Delete a Cash Account
      DELETE
    • Get all Cash Accounts
      GET
    • Create a Cash Account
      POST
    • Update a Cash Account
      PUT
    • Get Cash Account Transactions
      GET
  • CashAccountTransactions
    • Get a Cash Account Transaction
      GET
    • Delete a Cash Account Transaction
      DELETE
    • Create a Cash Account Transaction
      POST
    • Update a Cash Account Transaction
      PUT
  • Clients
    • Get all Clients
      GET
    • Create a client
      POST
    • Gets Client
      GET
    • Update a client
      PUT
    • Delete client
      DELETE
    • Get client Portfolios
      GET
    • Assign portfolios to client
      PUT
  • Holdings
    • Get a holding
    • Update a holding
    • Delete a holding
    • Get a holding's trades
    • Get holding income records
    • Update a holding's symbol and exchange
  • PortfolioPerformance
    • Get portfolio performance
  • Portfolios
    • Get all portfolios
    • Create a portfolio
    • Get a portfolio
    • Update a portfolio
    • Delete a portfolio
    • Get all portfolio holdings
  • ProRataDistributions
    • Update ETF Distributions ProRata
  • StocksIncome
    • Get an income record
    • Update Income record
    • Confirm Income record
  • TaxSettings
    • Get all portfolio tax settings
    • Get portfolio tax setting
    • Update portfolio tax settings
  • Trades
    • Get a trade
    • Delete a trade
    • Add a trade
  • CustomInvestmentPrice
    • Get a Price
    • Delete a Price
    • Add a Price
    • Update a Price
  1. Reports

Get ATO myTax report

GET
/v1/reports/{portfolioId}/ato-my-tax
Get the ATO myTax report for a specific portfolio and financial year.

Request

Authorization
API Key
Add parameter in header
Authorization
Example:
Authorization: ********************
or
Path Params

Query Params

Request Code Samples

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request GET '/v1/reports//ato-my-tax?fromDate&toDate' \
--header 'Authorization: <api-key>'

Responses

🟢200OK
application/json
Success
Body

Example
{
    "portfolioName": "string",
    "financialYear": "string",
    "cgtSummary": {
        "reportDate": "2019-08-24T14:15:22Z",
        "saleAllocationMethod": "string",
        "financialYear": "string",
        "shortTermGainsTotal": 0,
        "shortTermGainsAvailableLosses": 0,
        "shortTermGainAfterLosses": 0,
        "nonDiscountedCapitalGains": 0,
        "longTermGainsTotal": 0,
        "longTermGainsAvailableLosses": 0,
        "longTermGainAfterLosses": 0,
        "discountedCapitalGains": 0,
        "cgtConcessionTotal": 0,
        "taxEntityType": "string",
        "totalCapitalGains": 0,
        "netLosses": 0,
        "netGain": 0,
        "claimableAmount": 0,
        "capitalGainsBreakdown": {
            "ausShares": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "foreignShares": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "ausTrusts": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "foreignTrusts": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "otherAssets": {
                "capitalGain": 0,
                "capitalLoss": 0
            }
        },
        "errors": [
            {
                "holdingId": 0,
                "symbol": "string",
                "exchange": "string",
                "holdingType": 1,
                "errorMessage": "string"
            }
        ]
    },
    "incomeSummary": {
        "nonTrustTaxableIncomeSummary": {
            "totalUnfrankedAmount": 0,
            "totalFrankedAmount": 0,
            "totalFrankingCreditsAmount": 0,
            "tfnAmountWithheld": 0
        },
        "trustTaxableIncomeSummary": {
            "totalUnfrankedAmount": 0,
            "totalFrankedAmount": 0,
            "totalFrankingCreditsAmount": 0,
            "tfnAmountWithheld": 0
        },
        "foreignIncomeSummary": {
            "assessableForeignIncome": 0,
            "otherForeignIncome": 0,
            "auFrankingCredits": 0,
            "foreignIncomeTaxOffset": 0
        },
        "interestIncomeSummary": {
            "grossInterest": 0,
            "tfnAmountsWithheld": 0
        },
        "cryptoIncomeSummary": {
            "cryptoIncomeAmount": 0
        },
        "deductionsSummary": {
            "dividendDeductions": 0
        }
    }
}
Modified at 2025-10-24 04:35:20
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